2018-08-08T09:26:07-05:00 2017-12-31 042689883 WOLF & COMPANY PC 99 HIGH STREET 21ST FLOOR BOSTON MA 02110 990 2017-01-01 900133592 ADDGENE INC ADDG 6172259000 75 SIDNEY STREET NO 550A CAMBRIDGE MA 02139 MICHAEL LOHNES DIRECTOR OF FINANCE 6172259000 2018-08-07 1 MICHAEL J ROWE CPA P00535831 6174399700 2017 2022-09-23 18:48:47Z JOANNE KAMENS 75 SIDNEY STREET 550A CAMBRIDGE MA 02139 12915943 0 X WWW.ADDGENE.ORG X 2004 MA SEE FORM 990, PART III, LINE 1 10 7 95 9 1025 0 57500 0 10825972 12915012 3008 -8445 0 0 10886480 12906567 0 0 0 0 4807363 5823568 0 0 0 5563330 6370990 10370693 12194558 515787 712009 10578873 11439062 1247281 1407003 9331592 10032059 X ADDGENE, INC. PROVIDES RESEARCH SUPPORT SERVICE DEDICATED TO ARCHIVING AND DISTRIBUTING PLASMIDS THAT APPEAR IN PUBLISHED ARTICLES. BY LINKING PLASMIDS WITH PUBLICATIONS, SCIENTISTS ARE ALWAYS CONNECTED TO DATA GENERATED FROM THE MATERIALS THAT THEY ARE REQUESTING. THE COMPANY'S GOAL IS TO COMPILE A COMPREHENSIVE LIBRARY OF PLASMIDS TO FACILITATE RESEARCH AND DISCOVERY. 0 0 9089319 12915012 THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. 9089319 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 13 0 1 95 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MICHAEL LOHNES 6172259000 75 SIDNEY STREET SUITE 550A CAMBRIDGE MA 02139 BENJIE CHEN DIRECTOR 1.00 X 0 0 0 CONSTANCE CEPKO DIRECTOR 1.00 X 0 0 0 DAVID ROOT DIRECTOR 1.00 X 0 0 0 JOANNE NIEWOOD PRESIDENT/DIRECTOR 40.00 X X 197200 0 24440 KENNETH FAN TREASURER/DIRECTOR 1.00 X X 0 0 0 MELINA FAN DIR/CHIEF SCIENTIFIC OFFIC 40.00 X X 193024 0 28640 KRISTIN DARBY DIRECTOR 1.00 X 0 0 0 JOANNA BROWNSTEIN DIRECTOR 1.00 X 0 0 0 MICHAEL KOERIS DIRECTOR 1.00 X 0 0 0 DARRELL KOTTON DIRECTOR 1.00 X 0 0 0 JOHN H CHU CLERK 1.00 X 0 0 0 MICHAEL LOHNES DIRECTOR OF FINANCE 40.00 X 129247 0 12073 LIANNA SWANSON SENIOR DIRECTOR OF BIOLOGY 40.00 X 121030 0 21401 PAMELA MCA'NULTY CHIEF ARCHITECT 40.00 X 126743 0 21687 ANDREW BALTUS DIR OF BUSINESS DEVELOPMEN 40.00 X 115708 0 16329 KEAREN I GUERIN SENIOR RESEARCH SCIENTIST 40.00 X 116841 0 18693 CAYLA FAUVER SENIOR SYSTEMS ADMINISTRATOR 40.00 X 107252 0 8766 1107045 0 152029 8 0 1 0 UPS 996 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 SHIPPING 1388471 LGC LIMITED QUEENS ROAD TEDDINGTON MIDDLESEX UK TW11 0LY CONSULTING SERVICES 354749 VWR INTERNATIONAL LLC PO BOX 640169 PITSBURGH PA 15264 LAB SERVICES 261500 SEQWELL INC 376 HALE STREET BEVERLY MA 01915 BIOTECH SERVICES 238992 SPRINGBOK LLC RAYMOND A LECLAIR 50 MILK STREET BOSTON MA 02109 CONSULTING SERVICES 238816 7 PLASMID SALES 541700 12915012 12913987 1025 12915012 931 931 9376 -9376 -9376 -9376 12906567 12913987 1025 -8445 519471 363630 155841 4070519 2849363 1221156 30220 16412 13808 813497 441790 371707 389861 272903 116958 44985 4498 40487 25129 25129 392370 241868 150502 115124 109368 5756 200321 92070 108251 367889 183944 183945 1456874 1014636 442238 105416 72558 32858 5780 2890 2890 272992 204744 68248 71329 71329 PRODUCT SHIPPING FEES 1570938 1570938 LAB EXPENSES 1510151 1510151 ORDER MERCHANT CARD FEE 134968 134968 BAD DEBT EXP 88473 88473 8251 2588 5663 12194558 9089319 3105239 0 7797668 7355677 540645 1679786 730747 834200 193133 324103 92279 149464 1502596 747453 883712 755143 340689 340689 10578873 11439062 870595 1407003 376686 1247281 1407003 X 9331592 10032059 9331592 10032059 10578873 11439062 X 712009 -11542 X X 0 1 X 1 0 X DANA-FARBER CANCER INSTITUTE BOSTON MA 106971 37334 69637 910843 481914 428929 484782 228205 256577 755143 X 12915943 0 12915943 -9376 -9376 12906567 12215476 20918 20918 12194558 0 12194558 PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE COMPANY FOLLOWS ACCOUNTING GUIDANCE REGARDING THE RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE COMPANY'S TAX RETURNS, INCLUDING THE POSITION THAT THE COMPANY QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE UPHELD UNDER REGULATORY REVIEW. TAX POSITIONS NOT DEEMED TO MEET A MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE DISCLOSED IN THE FINANCIAL STATEMENTS. THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2017 AND 2016. THE COMPANY RECORDS INTEREST AND PENALTIES, IF ANY, AS PART OF INCOME TAX EXPENSE. NO INTEREST OR PENALTIES WERE RECORDED IN 2017 OR 2016. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE COMPANY IS CURRENTLY OPEN TO AUDIT UNDER THE APPLICABLE STATUTES OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED AFTER DECEMBER 31, 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: ASSET DISPOSAL -9,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY LOSS 11,542. ASSET DISPOSAL 9,376. EUROPE 0 0 PROGRAM SERVICES MARKETING/ADMIN SERVICE 345525 0 0 0 0 0 0 345525 0 345525 0 0 0 0 0 0 X X X X X 0 0 0 0 0 0 0 0 0 JOANNE NIEWOOD PRESIDENT/DIRECTOR 187434 0 9250 0 516 0 5623 0 18817 0 221640 0 0 0 MELINA FAN DIR/CHIEF SCIENTIFIC OFFIC 183414 0 9250 0 360 0 5571 0 23069 0 221664 0 0 0 COMPENSATION COMMITTEE THE INDEPENDENT BOARD MEMBERS ACT AS THE COMPENSATION COMMITTEE AND HAVE IN PLACE A FORMAL WRITTEN PROCESS TO EVALUATE AND SET THE COMPENSATION OF THE CEO AND OTHER OFFICERS. CHU RING & HAZEL JOHN CHU, PTR OF LAW FIRM 5068 LAW FEES 0 HAMILTON BROOK SMITH & REYNOLDS DAVID BROOK, PARTNER 7334 LEGAL FEES 0 FORM 990, PART VI, SECTION A, LINE 2 MELINA FAN AND KENNETH FAN ARE SIBLINGS. MELINA FAN AND BENJIE CHEN ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY MANAGEMENT ALONG WITH THE AUDITED FINANCIAL STATEMENTS. A FULL COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR FILING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ADDGENE, INC. HAS A CONFLICT OF INTEREST POLICY IN PLACE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. INQUIRES ARE MADE DURING BOARD OF DIRECTOR MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 ADDGENE, INC.'S INDEPENDENT BOARD MEMBERS REVIEWED AND DETERMINED THE COMPENSATION OF ALL OFFICERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ADDGENE, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSACTION LOSS -11,542.