2025-11-13T12:46:32+00:00 2024-12-31 135565207 KPMG LLP 200 East Randolph Drive Suite 5500 Chicago IL 606016436 990 2024-01-01 010211513 THE JACKSON LABORATORY JACK 2072886000 600 MAIN STREET BAR HARBOR ME 04609 Douglas Abbott Senior Vice President & CFO 2072886045 2025-11-13 true true Tara Kenney P01245482 3126651000 2025-11-10 2024 2025-03-06 01:10:19Z LON CARDON 600 MAIN STREET BAR HARBOR ME 04609 821181683 false X WWW.JAX.ORG X 1929 ME THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. 27 26 3203 26 1952405 517005 116852173 119383426 439470117 475588793 16565603 58126482 -84238 -556094 572803655 652542607 2940710 3015996 0 324314275 345822365 0 4201544 250126877 268174955 577381862 617013316 -4578207 35529291 1467831204 1555458481 470905582 502788055 996925622 1052670426 SEE SCHEDULE O false false 323174300 181795 477529331 DEVELOP AND PROVIDE GENETIC RESOURCES THE JACKSON LABORATORY (JAX) IS A GLOBAL RESOURCE FOR DEVELOPING, DISTRIBUTING AND ANALYZING INNOVATIVE MODELS OF HUMAN DISEASE. IT OFFERS AN ARRAY OF MODEL CREATION, HUSBANDRY AND DIAGNOSTIC AND ANALYTICAL SERVICES, RANGING FROM CUSTOM BREEDING AND STRAIN PRESERVATION TO DRUG EFFICACY STUDIES AND GENOME SEQUENCING, ALL FOCUSED ON EMPOWERING BASIC SCIENTIFIC RESEARCH AND DRUG DISCOVERY. JAX MAINTAINS CLOSE TO 14,000 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE. IN 2024, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 2,400 ORGANIZATIONS, IN UPWARDS OF 68 COUNTRIES USED JAX RESEARCH MICE TO SUPPORT EFFORTS TO FIND CURES FOR THE WORLD'S MOST DEVASTATING HUMAN DISEASES AND BRING ADVANCED THERAPIES TO PATIENTS. THE LABORATORY ALSO HOSTS THE MOUSE GENOME INFORMATICS DATABASES, THE WORLD'S SOURCE FOR INFORMATION ON MOUSE GENETICS AND BIOLOGY. 185972569 1653210 762068 BIOMEDICAL RESEARCH THE LABORATORY'S RESEARCHERS COMBINE EXPERIENCE IN MAMMALIAN GENETICS AND HUMAN GENOMICS TO SHAPE AN INTEGRATED APPROACH TO PERSONALIZED MEDICINE. SCIENTISTS WORK COLLABORATIVELY AND CROSS-DISCIPLINE, LEVERAGING EXPERTISE IN CANCER, IMMUNOLOGY, NEUROGENETICS, LIFE-CYCLE BIOLOGY, THE MICROBIOME, AND COMPUTATIONAL BIOLOGY. MORE THAN 400 JAX STAFF MEMBERS HOLD ADVANCED DEGREES AND THE LABORATORY SUPPORTS NEARLY 60 RESEARCH TEAMS. FACULTY MEMBERS HAVE 324 ACTIVE SPONSORED RESEARCH COLLABORATION AGREEMENTS WITH 245 ACADEMIC RESEARCH AND CLINICAL INSTITUTIONS. MULTIPLE LABORATORY CENTERS COORDINATE EXPERTISE AROUND CRITICAL RESEARCH AREAS. SINCE 1983 THE LABORATORY HAS HAD A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, ONE OF ONLY SEVEN SUCH DESIGNATED INSTITUTIONS IN THE UNITED STATES. TO DATE 26 NOBEL PRIZES ARE ASSOCIATED WITH LABORATORY RESEARCH, EDUCATION PROGRAMS AND RESOURCES. 13011981 1180991 706736 EDUCATION AND TRAINING THE LABORATORY OFFERS EDUCATIONAL PROGRAMS FOR SCIENTISTS THROUGHOUT THEIR CAREERS FROM STEM EDUCATION FOR HIGH SCHOOL STUDENTS AND TRAINING FOR SCIENCE AND MATH TEACHERS TO COURSES AND CONFERENCES FOR EXPERIENCED RESEARCHERS DEFINING THE CUTTING EDGE OF GENOMICS INTO THEIR PRACTICES. FOR MORE INFORMATION ON THE LABORATORY'S PROGRAM SERVICES, PLEASE REFER TO THE JACKSON LABORATORY ACCOMPLISHMENTS AT HTTPS://WWW.JAX.ORG/ABOUT-US/OUR-IMPACT/MEDICAL-IMPACT. 522158850 true true false true false false false true true true true true false true true true false true false true true false false false false false false true true true false false false false false false false false true false true false false false true true true true false false true X 364 0 true 3203 true true true true HK JA UK CH GM false false false false false false false false false true false X 27 26 false false true false false false false true true false false false true true true true true true true true false false CA CO CT FL AL KS KY ME MD MA MI MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X X DOUGLAS ABBOTT 2072886045 600 MAIN STREET BAR HARBOR ME 04609 Lon Cardon PHD FMEDSCI PRESIDENT & CEO 40.0 0 X X 2515944 0 230806 TIMOTHY D DATTELS BOARD CHAIR 5.0 0 X X 0 0 0 BERTRAND GARCIA-MORENO PHD TRUSTEE 2.0 0 X 0 0 0 CARLA E BRODLEY PHD VICE CHAIR 2.0 0 X 0 0 0 DINAKAR SINGH TRUSTEE 2.0 0 X 0 0 0 ERIC HORVITZ MD PHD TRUSTEE (START 02/24) 2.0 0.0 X 0 0 0 ERNESTINE FU TRUSTEE (START 08/24) 2.0 0.0 X 0 0 0 FRANK MOSS PHD TRUSTEE 2.0 0 X 0 0 0 GEOFFREY W SMITH JD TRUSTEE 2.0 0 X 0 0 0 GEORGE G MONTGOMERY TRUSTEE 2.0 0 X 0 0 0 JANET ROSSANT PHD TRUSTEE 2.0 0 X 0 0 0 JEFFREY M FRIEDMAN MD PHD TRUSTEE 2.0 0 X 0 0 0 JENNY E ROOKE PHD TRUSTEE 2.0 0 X 0 0 0 JOHN A GIBBONS JR TRUSTEE (UNTIL 08/24) 2.0 0 X 0 0 0 JOHN LOWRY TRUSTEE 2.0 0 X 0 0 0 Joshua Broder TRUSTEE 2.0 0 X 0 0 0 JULIE H DAUM TRUSTEE 2.0 0 X 0 0 0 MARY KATE WOLD JD TRUSTEE 2.0 0 X 0 0 0 MELISSA C GUZY TRUSTEE 2.0 0 X 0 0 0 NANCY J COX PHD TRUSTEE 2.0 0 X 0 0 0 NEAL B MILCH JD VICE CHAIR 2.0 0 X 0 0 0 OTIS W BRAWLEY MD TRUSTEE 2.0 0 X 0 0 0 ROBERT KING PHD TRUSTEE (START 02/24) 2.0 0.0 X 0 0 0 SANDRA WAITE JD TRUSTEE 2.0 0 X 0 0 0 STEVEN B FINK JD TRUSTEE 2.0 0 X 0 0 0 STEWART HEN TRUSTEE (START 08/24) 2.0 0.0 X 0 0 0 THOMAS C BARRY TRUSTEE 2.0 0 X 0 0 0 Daniel Hoag GENERAL COUSEL & SECRETARY 40.0 0 X 586313 0 102710 Douglas W Abbott SR VICE PRESIDENT & CFO 40.0 0 X 843368 0 120049 S CATHERINE Longley EXECUTIVE VICE PRESIDENT & COO (UNTIL 03/24) 40.0 0 X 532237 0 36344 Andy Greene SR VICE PRESIDENT FOR RESEARCH 40.0 0 X 637481 0 91005 Charles Lee MD SCIENTIFIC DIRECTOR, JAX GM 40.0 0 X 515295 0 68007 EMILY SCHORER SR VP, CHIEF OF STAFF & CHIEF PEOPLE OFFICER 40.0 0 X 590474 0 94280 Mary Dickinson EXECUTIVE VP & CHIEF SCIENTIFIC OFFICER 40.0 0 X 762057 0 74842 Mitchell Kennedy EXECUTIVE VP & PRESIDENT, JMCRS 40.0 0 X 1260592 0 125309 Nadia A Rosenthal SCIENTIFIC DIRECTOR 40.0 0 X 554548 0 35629 Brian Bannerman VICE PRESIDENT, JMCRS FINANCE 40.0 0 X 470676 0 65908 Gina Rodriguez SR VP OF ADVANCEMENT AND EXTERNAL RELATIONS 40.0 0 X 557507 0 103654 James Keck SR DIRECTOR, INNOVATION AND PRODUCT DEVELOPMENT 40.0 0 X 466052 0 57118 Jens Rueter CHIEF MEDICAL OFFICER 40.0 0 X 542168 0 70794 PAUL FLICEK CHIEF DATA SCIENCE OFFICER 40.0 0.0 X 461867 0 55662 Edison T Liu Former President & CEO 40.0 0 X 401349 0 60637 11697928 0 1392754 689 true true false BIOTRANS LLC 9 LIDGERWOOD PLACE MORRISTOWN NJ 07960 Transportation 11461767 TLR VENTURES INC 2719 SEQUOIA WAY BELMONT CA 94002 Consulting Services 9709848 WHITING TURNER CONTRACTING 300 EAST JOPPA ROAD BALTIMORE MD 21286 Construction Management 4140541 LILY TRANSPORTATION CORPORATION 145 ROSEMARY STREET NEEDHAM MA 02494 Construction Management 2885484 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 753952121 IT SERVICES AND SUPPORT 2815406 182 102371724 17011702 457064 119383426 Genetic Resources 541700 474119989 473474852 645137 Research 541700 762068 762068 Training & Education 541700 706736 706736 0 0 0 0 475588793 34986669 1307268 33679401 629080 330066 299014 0 299014 299014 186477168 4971655 166887570 1421440 19589598 3550215 23139813 4909587 18230226 0 OTHER REVENUE 344076 344076 FX LOSS -33450 -33450 HK DISSOLUTION LOSS -106329 -106329 -1059405 -1059405 0 0 -855108 652542607 478998135 1952405 52208641 359342 359342 2656654 2656654 9777290 4124765 5652525 0 252501524 212208099 37726271 2567154 20991526 17968010 2802500 221016 44559154 35231566 8944588 383000 17992871 15121624 2688316 182931 3210574 3210574 380750 380750 307825 307825 32664796 25065907 7544793 54096 1314065 1178175 135870 20 1424552 878690 465946 79916 20503267 16031816 4315488 155963 3563544 3563544 19544799 17909454 1635345 8311311 6531047 1424568 355696 216677 190066 26527 84 11351264 11318431 32833 60411066 57169699 3241367 3971673 3842851 128822 Supplies 86926162 83160851 3578396 186915 Service fees/credit card, bank etc 6016677 3918525 2088280 9872 Other expense 4737081 495427 4241654 0 Equipment rental 2051438 1966873 79684 4881 1267434 1267434 0 0 617013316 522158850 90652922 4201544 0 0 218967247 230425368 38994196 33012247 46411449 36663169 0 0 0 0 13153603 15397965 14428848 11750212 1228179531 597717917 644638311 630461614 271615863 269960339 138816143 171488793 0 80805544 156298774 1467831204 1555458481 91166944 135337589 14787574 14669596 25000000 18690229 0 0 339951064 334090641 470905582 502788055 900559320 950476192 96366302 102194234 996925622 1052670426 1467831204 1555458481 X 35529291 22910371 4139658 -6834516 X false true true true true X 122912211 120757756 119479687 116852173 119383426 599385253 0 0 122912211 120757756 119479687 116852173 119383426 599385253 0 599385253 10487014 16312028 14435919 18116543 33249076 92600580 479786 293179 496671 672190 518005 2459831 121238 1640811 711281 845074 204297 3522701 697968365 2109495074 0.85876 0.87270 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 121238.0, COLUMN B - 1640811.0, COLUMN C - 711281.0, COLUMN D - 845074.0, COLUMN E - 204297.0, COLUMN F - 3522701.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 320413 false false 320413 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2024 WAS $320,413, WHICH IS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES. 0 627623 X false false true X 410413033 1732137 44333521 148005 14881555 441449131 376169379 1747526 46394947 219566 13679253 410413033 445636754 2931591 -61281789 159911 10957266 376169379 386957560 6864818 61288861 9474485 445636754 306403790 32802634 55001080 7249944 386957560 0.7751 0.147 0.0779 false false 16845721 16845721 928683257 402774250 525909007 252165508 194943667 57221841 30485045 30485045 630461614 Closely-held equity interests Financial derivatives ALTERNATIVE 171488793 F 171488793 INVESTMENTS IN SUBSIDIARIES 81997228 EMPLOYEE BENEFIT ASSETS 19913762 ME DOL UNEMPLOYMENT BOND CD 1116706 CHARITABLE GIFT ANNUITY FUND 481019 OTHER ASSETS 276026 Intangible - Abthex 2124601 ROU - net 50389432 156298774 Federal Income Taxes RETIREMENT PLAN OBLIGATIONS 4002344 BONDS 330088297 334090641 X 685167784 22910371 9384740 32295111 652872673 -330066 -330066 652542607 642132048 35333220 35333220 606798828 10214488 10214488 617013316 Schedule D, Part III, Line 4 Collections of art - description of collections CERTAIN DONORS CONTRIBUTE WORKS OF ART IN LIEU OF CASH CONTRIBUTIONS. THE LABORATORY HAS UNDERTAKEN TO HOLD THE ITEMS FOR PRESERVATION FOR FUTURE GENERATIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement An irrevocable pledge of $25,000,000 was made to JAX to fund and support a physical location for the Jackson Laboratory Data Science Initiative (DSI) at the Roux Institute, Northeastern University campus in Portland, Maine. The pledge provided additional benefits to JAX as consideration for a separate educational and collaborative research agreement with Northeastern University. The collaboration between JAX and NU will support JAX's strategic mission of DSI, including: * ability to conduct cutting-edge computational medicine research; * development and training of the next generation of scientists and tech professionals; * development of cutting-edge technologies in Maine; * expansion of its footprint in Maine; and * enhancement of its reputation throughout Maine, New England, and around the globe. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT FUNDS WERE PRIMARILY SPENT ON RESEARCH, TRAINING AND EDUCATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FOREIGN SUBSIDIARY NOT REPORTED ON 990 - 17642571 NONOPERATING EXPENSES - -8257831 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expense - -330066 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FOREIGN SUBSIDIARY NOT REPORTED ON 990 - 35003154 RENTAL EXPENSES - 330066 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements NON-OPERATING EXPENSES - 10214488 Central America and the Caribbean 0 0 Investments 34432502 South America 0 0 Program Services Genetic Resources 0 East Asia and the Pacific 0 0 Program Services Genetic Resources 0 Europe (Including Iceland and Greenland) 4 Program Services Genetic Resources 669579 North America (Canada & Mexico only) 0 0 Program Services Genetic Resources 0 Russia and Neighboring States 0 0 Program Services Genetic Resources 0 South Asia 1 Program Services Genetic Resources 357414 Middle East and North Africa 0 0 Program Services Genetic Resources 0 0 5 0 0 0 5 35459495 0 35459495 true false true true true true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual true TOWN OF BAR HARBOR 49 PARK STREET BAR HARBOR ME 04609 016000061 GOV'T 122832 FMV GENERAL SUPPORT CITY OF ELLSWORTH 1 CITY HALL PLAZA ELLSWORTH ME 04605 016000027 GOV'T 58463 FMV GENERAL SUPPORT INVEST IN MAINE'S FUTURE 128 STATE STREET SUITE 101 AUGUSTA ME 04330 300036992 501(C)(3) 16000 FMV GENERAL SUPPORT FRIENDS OF ACADIA 43 COTTAGE ST BAR HARBOR ME 04609 010425071 501(C)(3) 10000 FMV GENERAL SUPPORT SACRAMENTO POLICE FOUNDATION 5960 S LAND PARK DR SACRAMENTO CA 95822 680433279 501(C)(3) 7500 FMV GENERAL SUPPORT THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS (NACD) 1515 N COURTHOUSE ROAD STE 1200 ARLINGTON VA 22201 522314113 501(C)(3) 7500 FMV GENERAL SUPPORT 6 0 SCHOLARSHIPS/STIPENDS 1145 2656654 FMV Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS IS DETERMINED ON AN ANNUAL BASIS. VARYING AMOUNTS OF ASSISTANCE IN THE FORM OF GRANTS, FELLOWSHIPS AND STIPENDS ARE AWARDED TO SUMMER STUDENTS, LABORATORY INTERNS, GRADUATE STUDENTS, INSTRUCTORS AND COURSE ATTENDEES BASED ON NEED AND MERIT. ALL RECIPIENTS OF STIPENDS AND SCHOLARSHIPS EITHER WORK AT THE LABORATORY UNDER THE SUPERVISION OF LABORATORY EMPLOYEES OR ATTEND COURSES. CONFERENCE ORGANIZERS REGULARLY MONITOR ATTENDANCE OF COURSES BY GRANT RECIPIENTS, AND RESPONSIBLE FACULTY MEMBERS OVERSEE AND MONITOR OTHER FORMS OF SCHOLARSHIP ASSISTANCE TO INDIVIDUAL STUDENTS, INTERNS OR OTHER SCIENTISTS THROUGH OVERSIGHT OF THEIR ASSIGNMENTS. THE LABORATORY GRANTS SCHOLARSHIPS TO A SELECT NUMBER OF HIGH SCHOOL STUDENTS ON AN ANNUAL BASIS. X X true true X X X X X X false true false false false false false true false Lon Cardon PHD FMEDSCI PRESIDENT & CEO 1145067 0 453200 0 917677 0 194899 0 35907 0 2746750 0 597285 0 Edison T Liu Former President & CEO 354154 0 0 0 47195 0 33756 0 26881 0 461986 0 0 0 Douglas W Abbott SR VICE PRESIDENT & CFO 460133 0 126670 0 256565 0 84500 0 35549 0 963417 0 254023 0 Daniel Hoag GENERAL COUSEL & SECRETARY 443120 0 126221 0 16972 0 66105 0 36605 0 689023 0 0 0 S CATHERINE Longley EXECUTIVE VICE PRESIDENT & COO (UNTIL 03/24) 263186 0 228080 0 40971 0 32705 0 3639 0 568581 0 17622 0 Mitchell Kennedy EXECUTIVE VP & PRESIDENT, JMCRS 920770 0 337500 0 2322 0 123277 0 2032 0 1385901 0 0 0 Mary Dickinson EXECUTIVE VP & CHIEF SCIENTIFIC OFFICER 728628 0 0 0 33429 0 52989 0 21853 0 836899 0 0 0 Andy Greene SR VICE PRESIDENT FOR RESEARCH 443175 0 136748 0 57558 0 61795 0 29210 0 728486 0 0 0 EMILY SCHORER SR VP, CHIEF OF STAFF & CHIEF PEOPLE OFFICER 464067 0 125165 0 1242 0 67285 0 26995 0 684754 0 0 0 Nadia A Rosenthal SCIENTIFIC DIRECTOR 478273 0 69477 0 6798 0 34500 0 1129 0 590177 0 0 0 Charles Lee MD SCIENTIFIC DIRECTOR, JAX GM 432479 0 79844 0 2972 0 29209 0 38798 0 583302 0 0 0 Gina Rodriguez SR VP OF ADVANCEMENT AND EXTERNAL RELATIONS 424297 0 131750 0 1460 0 64937 0 38717 0 661161 0 0 0 Jens Rueter CHIEF MEDICAL OFFICER 438719 0 100745 0 2704 0 34500 0 36294 0 612962 0 0 0 Brian Bannerman VICE PRESIDENT, JMCRS FINANCE 335169 0 42535 0 92972 0 32824 0 33084 0 536584 0 0 0 James Keck SR DIRECTOR, INNOVATION AND PRODUCT DEVELOPMENT 318892 0 40465 0 106695 0 28149 0 28969 0 523170 0 0 0 PAUL FLICEK CHIEF DATA SCIENCE OFFICER 411702 0 49003 0 1162 0 34500 0 21162 0 517529 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR LIFE, DISABILITY, AND LONG TERM CARE BENEFITS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE LABORATORY PROVIDES A HOUSING ALLOWANCE TO THE PRESIDENT. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $160,399 EXECUTIVE VICE PRESIDENT/COO $17,500 EXECUTIVE VICE PRESIDENT & PRESIDENT, JMCRS $92,077 SR VP & CHIEF FINANCIAL OFFICER $50,000 GENERAL COUNSEL $31,605 SR VP PRESIDENT FOR RESEARCH $31,591 EXECUTIVE VICE PRESIDENT AND CHIEF SCIENTIFIC OFFICER $37,692 SENIOR VICE PRESIDENT OF ADVANCEMENT AND EXTERNAL RELATIONS $30,437 SENIOR VICE PRESIDENT CHIEF OF STAFF AND CHIEF PEOPLE OFFICER 32,907 DISTRIBUTIONS MADE: EXECUTIVE VICE PRESIDENT/COO $17,622 PRESIDENT/CEO $597,285 SR VICE PRESIDENT/CFO $254,023 Schedule J, Part I, Line 7 Non-fixed payments THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. ALAN SAWYER KEY EMPLOYEE -N ROSENTHAL 293417 EMPLOYMENT - FAMILY MEMBER false Schedule L, Part IV, Column (a) SPOUSE OF KEY EMPLOYEE -N ROSENTHAL 17 457064 Other - FMV 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 4a IN 2024, APPROXIMATELY 450 MOUSE STRAINS WERE DONATED TO THE LABORATORY OR DEVELOPED BY JAX RESEARCH STAFF WITH ACADEMIC/FOUNDATION OR PUBLICLY FUNDED RESEARCH PROGRAMS. THE LABORATORY MAKES THESE RESOURCES PUBLICLY ACCESSIBLE THROUGH ITS REPOSITORY, PRODUCTION AND RESEARCH SERVICES. DISTRIBUTION OF THESE STRAINS HELPS SUPPORT CURES FOR THE WORLD'S MOST PREVALENT HUMAN DISEASES AND ACCELERATES THE TIME TO BRING NEW THERAPIES TO PATIENTS. THE LABORATORY COLLABORATED WITH OTHER NON-PROFIT PATIENT FOUNDATIONS FOR RARE DISEASES TO ESTABLISH MOUSE RESOURCES TO FURTHER PRECLINICAL THERAPEUTIC STUDIES. Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. TO ACCOMPLISH THIS MISSION, THE LABORATORY: 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGY, AND PATHOPHYSIOLOGY THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL MOUSE MODELS AND OTHER MODELS OF DISEASE; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC IMPACT ON HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO IMPROVE PATIENT CARE, AND PROVIDE ADVANCED COMPUTATIONAL TOOLS, DATABASES AND KNOWLEDGE MANAGEMENT SYSTEMS TO THE BIOMEDICAL RESEARCH AND MEDICAL COMMUNITIES; 3) TRAINS AND EDUCATES STUDENTS, SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS AND OTHER MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH, CLINICAL, COMPUTATIONAL AND INFORMATION SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITIES. Form 990, Part VI, Line 4 Significant changes to organizational documents THE CHIEF OPERATING OFFICER POSITION WAS ELIMINATED FROM THE OFFICERS OF THE LABORATORY SECTION OF THE BYLAWS. AN AUTHORIZATION FOR THE BOARD OF TRUSTEES TO VOTE BY MEANS OF REMOTE COMMUNICATION AND CONDUCTING VOTES REMOTELY WAS ADDED TO THE BYLAWS. THE VOTE CONDUCTED BY ELECTRONIC TRANSMISSION AND REMOTELY MUST BE FILED WITH THE MINUTES OF ANY REGULAR OR DULY CALLED MEETING AND HAS THE SAME EFFECT AS AN IN-PERSON VOTE, AND VOTES CONDUCTED REMOTELY ARE COUNTED FOR QUORUM PURPOSES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE'S REVIEW, THE IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy THE JACKSON LABORATORY REQUESTS ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES COMPLETE A "CERTIFICATION OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY AND CODE OF ETHICS" FORM AND A "CONFLICT OF INTEREST DISCLOSURE FORM" QUESTIONNAIRE, AND DISTRIBUTES ALL POLICIES REGARDING THE CONFLICT OF INTEREST AND CODE OF ETHICS. THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE GENERAL COUNSEL, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH GENERAL COUNSEL, AND IF NECESSARY THE AUDIT AND ENTERPRISE RISK COMMITTEE. TRUSTEES AND EXECUTIVES WITH AN APPARENT OR ACTUAL CONFLICT OF INTEREST RECUSE THEMSELVES FROM DECISION MAKING. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE OFFICERS AND CERTAIN KEY EMPLOYEES LISTED IN SCHEDULE J. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY COMPENSATION MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE CHIEF HUMAN RESOURCES OFFICER IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO AND COO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO REVIEW THE COMPENSATION OF THEIR DIRECT REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE WWW.JAX.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.JAX.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue INTERCOMPANY TRANSACTION - Total Revenue: -1059405, Related or Exempt Function Revenue: -1059405, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances DEREGISTRATION OF JOINT VENTURE - -6834516; Total - -6834516; JACKSON LABORATORY HOLDINGS LLC 1209 ORANGE STREET WILMINGTON DE 19801 010211513 HOLDINGS DE 20382569 82248353 THE JACKSON LABORATORY JACKSON LABORATORY CALIFORNIA RESEARCH INSTITUTE LLC 1650 SANTA ANA AVE SACRAMENTO CA 95838 994363980 BIOMEDICAL RESEARCH CA 0 0 THE JACKSON LABORATORY THE JACKSON LAB M&T (SHANGHAI) CO LTD RM 629 C BLK NO 3 2889 JINKE RD SHANGHAI CH MEDICAL SCIENCE CH THE JACKSON LABORATORY HOLDINGS LLC C Corporation 1319847 2997646 1 true THE JACKSON LABORATORY HONG KONG HOLDINGS LTD 402 JARDINE HOUSE 1 CONNAUGHT PLAC CENTRAL HONG KONG HONG KONG HK 999077 GENETIC RESOURCES HK THE JACKSON LABORATORY HOLDINGS LLC C Corporation 81895 1 true THE JACKSON LABORATORY JAPAN HOLDINGS INC 3-17-6 SHINYOKOHAMA YOKOHAMA JA 2228580 HOLDING COMPANY JA THE JACKSON LABORATORY HOLDINGS LLC C Corporation 12620592 95818510 1 true THE JACKSON LABORATORY JAPAN INC INNOTECH BUILDING 11F 3-17-6 SHIN- KANAGAWA JA 2228580 GENETIC RESOURCES JA THE JACKSON LABORATORY JAPAN HOLDINGS INC C Corporation 37908718 50298405 1 true THE JACKSON LABORATORY UK LTD NEW PENDEREL HOUSE 4TH FL 283-288 LONDON UK WC1V7HP ADMIN OF EUROPEAN EMPLOYEES & PAYROLL UK THE JACKSON LABORATORY HOLDINGS LLC C Corporation 1056413 436574 1 true THE JACKSON LABORATORY GMBH PRIELMAYERSTRABE 3 C/O RUTER PARTNER MUNICH GM 80335 BIOTECHNOLOGY RESEARCH & DEVELOPMENT GM THE JACKSON LABORATORY HOLDINGS LLC C Corporation 0 0 1 true JACKSON LABORATORY ELLAS SINGLE MEMEBER LTD 10 SOLONOS STREET NO 10 PO BOX 10673 ATHENS GR 10672 CONSULTING GR THE JACKSON LABORATORY HOLDINGS LLC C Corporation 0 0 1 true THE JACKSON LABORATORY ANITECH BIOTECHNOLOGY LIMITED 10 LE HE NORTH STREET SHUNYI DISTRICT BEIJING CH 101300 MEDICAL SCIENCE CH THE JACKSON LABORATORY HOLDINGS LLC C Corporation 0 0 0 true false true false false false false false false false false false false false false false false false true false THE JACKSON LABORATORY M&T (SHANGHAI) CO LTD R 1475435 FMV THE JACKSON LABORATORY JAPAN HOLDINGS INC B 8330000 FMV THE JACKSON LABORATORY UK LTD B 231167 FMV