JACKSON LABORATORY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: JACKSON LABORATORY (EIN 01-0211513)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-07
IRS object ID: 201823119349302582
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-07T15:47:04-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 South Street	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010211513	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JACKSON LABORATORY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% S CATHERINE LONGLEY	InCareOfNm
Business Name Control	JACK	BusinessNameControlTxt
Phone	2072886000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1Txt
City	BAR HARBOR	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	S CATHERINE LONGLEY	PersonNm
Person Title	VP & COO	PersonTitleTxt
Phone	2072886000	PhoneNum
Signature	2018-11-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TARA D'AGOSTINO	PreparerPersonNm
PTIN	P01245482	PTIN
Phone	6179881000	PhoneNum
Preparation	2018-11-01	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.102.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04502320183115000005	FederalOriginalSubmissionId
Federal Original Submission Id	2018-11-07	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	9C37FB02EE77A6FF00EC66693955615721E3AD8A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9C37FB02EE77A6FF00EC66693955615721E3AD8A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	EDISON LIU	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1Txt
City	BAR HARBOR	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$428,205,272	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.JAX.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1929	FormationYr
Legal Domicile State	ME	LegalDomicileStateCd
Activity Or Mission	THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	25	VotingMembersGoverningBodyCnt
Voting Members Independent	23	VotingMembersIndependentCnt
Total Employee	2401	TotalEmployeeCnt
Total Volunteers	39	TotalVolunteersCnt
Total Gross UBI	$281,653	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$154,311	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$88,095,298	PYContributionsGrantsAmt
CY Contributions Grants	$100,092,912	CYContributionsGrantsAmt
PY Program Service Revenue	$231,591,680	PYProgramServiceRevenueAmt
CY Program Service Revenue	$257,779,916	CYProgramServiceRevenueAmt
PY Investment Income	$8,903,048	PYInvestmentIncomeAmt
CY Investment Income	$15,420,322	CYInvestmentIncomeAmt
PY Other Revenue	$2,489,423	PYOtherRevenueAmt
CY Other Revenue	$2,672,674	CYOtherRevenueAmt
PY Total Revenue	$331,079,449	PYTotalRevenueAmt
CY Total Revenue	$375,965,824	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,595,400	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,254,850	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$157,463,695	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$185,441,730	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$67,546	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,054,812	CYTotalFundraisingExpenseAmt
PY Other Expenses	$141,437,013	PYOtherExpensesAmt
CY Other Expenses	$147,897,584	CYOtherExpensesAmt
PY Total Expenses	$300,563,654	PYTotalExpensesAmt
CY Total Expenses	$335,594,164	CYTotalExpensesAmt
PY Revenues Less Expenses	$30,515,795	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$40,371,660	CYRevenuesLessExpensesAmt
Total Assets BOY	$795,674,359	TotalAssetsBOYAmt
Total Assets EOY	$890,104,660	TotalAssetsEOYAmt
Total Liabilities BOY	$162,685,891	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$177,190,312	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$632,988,468	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$712,914,348	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN ITS SHARED QUEST TO IMPROVE HUMAN HEALTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$138,972,210	ExpenseAmt
Grant	$91,165	GrantAmt
Revenue	$256,705,272	RevenueAmt
Desc	DEVELOP AND PROVIDE GENETIC RESOURCES - PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$131,013,672	ExpenseAmt
Grant	$818,323	GrantAmt
Revenue	$505,854	RevenueAmt
Desc	BIOMEDICAL RESEARCH - PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,769,697	ExpenseAmt
Grant	$1,345,362	GrantAmt
Revenue	$568,790	RevenueAmt
Desc	EDUCATION AND TRAINING - PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Revenue	$310,341	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$278,755,579	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	258	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2401	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	25	GoverningBodyVotingMembersCnt
Independent Voting Member	23	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	S CATHERINE LONGLEY	PersonNm
Phone	2072886108	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1Txt
City	BAR HARBOR	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS C BARRY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARK S BLUMENKRANZ MD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
OTIS W BRAWLEY MD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DAVID R CABOT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KATHLEEN A CORBET
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
LOUIS J D'AMBROSIO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
TIMOTHY D DATTELS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JULIE H DAUM
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DAVID D ELLIMAN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ANTHONY B EVNIN PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STEVEN B FINK JD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JEFFREY M FRIEDMAN PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JAMES J GALLOGLY
TRUSTEE (UNTIL 06/2017)	1.0	0.0	Yes (X)	$0	$0	$0
PETER F GERRITY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN A GIBBONS JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PAUL A GODLEY MD PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
LEO A HOLT
TRUSTEE (UNTIL 08/2017)	1.0	0.0	Yes (X)	$0	$0	$0
RICHARD S LANNAMANN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
SAM R LITTLE
TRUSTEE (UNTIL 08/2017)	1.0	0.0	Yes (X)	$0	$0	$0
NEAL B MILCH JD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DENNIS J PAUSTENBACH PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
CHARLES M RICE PHD
TRUSTEE (UNTIL 08/2017)	1.0	0.0	Yes (X)	$0	$0	$0
JANET ROSSANT PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDWARD RUBIN MD PHD
TRUSTEE (UNTIL 04/2017)	1.0	0.0	Yes (X)	$0	$0	$0
GEOFFREY W SMITH JD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOAN A STEITZ PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
BRIAN F WRUBLE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
CHARLES E HEWETT PHD
EXECUTIVE VICE PRESIDENT & COO	40.0	0.0	Yes (X)	$1,454,120	$0	$122,928	Yes (X)
EDISON T LIU MD
PRESIDENT & CEO	40.0	0.0	Yes (X)	$1,502,989	$0	$153,298	Yes (X)
DAVID J ROUX
CHAIR OF THE BOARD	5.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
S CATHERINE LONGLEY
VP & CHIEF FINANCIAL OFFICER	40.0	0.0		$455,622	$0	$90,051	Yes (X)
AUROBINDO NAIR
PRES JAX MICE CLINIC/RESEARCH	40.0	0.0		$592,254	$0	$92,351		Yes (X)
KENNETH H FASMAN
VICE PRESIDENT FOR RESEARCH	40.0	0.0		$434,989	$0	$55,709		Yes (X)
NADIA A ROSENTHAL
SCIENTIFIC DIRECTOR	40.0	0.0		$436,005	$0	$27,812		Yes (X)
CHARLES LEE MD
SCIENTIFIC DIRECTOR, JAX GM	40.0	0.0		$337,926	$0	$53,838		Yes (X)
JACQUES F BANCHEREAU PHD
PROFESSOR	40.0	0.0		$382,146	$0	$38,034			Yes (X)
BRIAN R LESLIE
GENERAL COUNSEL	40.0	0.0		$441,004	$0	$45,715			Yes (X)
JENS RUETER
MEDICAL DIRECTOR	40.0	0.0		$361,103	$0	$52,828			Yes (X)
GREGORY LEET
VICE PRESIDENT FOR ADVANCEMENT	40.0	0.0		$363,793	$0	$36,738			Yes (X)
ROBERT E BRAUN
FACULTY MEMBER	40.0	0.0		$363,854	$0	$28,357			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,125,805	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$797,659	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	244	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BIOTRANS LLC
9 LIDGERWOOD PLACE	MORRISTOWN	NJ	07960	TRANSPORTATION	$5,857,740
MERIT SOLUTIONS INC
1749 S NAPERVILLE ROAD	WHEATON	IL	60189	IT CONSULTING	$1,684,464
LILY TRANSPORTATION CORPORATION
145 ROSEMARY STREET	NEEDHAM	MA	02494	TRANSPORTATION	$1,436,988
FRAMES ANIMAL TRANSPORT INC
1119 HAVERFORD ROAD	RIDLEY PARK	PA	19078	TRANSPORTATION	$1,122,353
ROPES GRAY
PRUDENTIAL TOWER 800 BOYLSTON STREE	BOSTON	MA	02199	LEGAL FEES	$751,999

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	43	CntrctRcvdGreaterThan100KCnt
Government Grants	$86,743,072	GovernmentGrantsAmt
All Other Contributions	$13,349,840	AllOtherContributionsAmt
Noncash Contributions	$380,779	NoncashContributionsAmt
Total Contributions	$100,092,912	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GENETIC RESOURCES	541700	$256,705,272	$256,280,712	$424,560
TRAINING & EDUCATION	541700	$568,790	$568,790
RESEARCH	541700	$505,854	$505,854

Field	Value	IRS element (for citing)
Total Program Service Revenue	$257,779,916	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,082,679	TotalRevenueColumnAmt
Unrelated Business Revenue	-$142,907	UnrelatedBusinessRevenueAmt
Exclusion	$9,225,586	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,362,333	TotalRevenueColumnAmt
Exclusion	$2,362,333	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$58,568,831	SecuritiesAmt
Other	$8,260	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$51,799,794	SecuritiesAmt
Other	$439,654	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,769,037	SecuritiesAmt
Other	-$431,394	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,337,643	TotalRevenueColumnAmt
Exclusion	$6,337,643	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$310,341	TotalRevenueColumnAmt
Related Or Exempt Func Income	$310,341	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$310,341	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$375,965,824	TotalRevenueColumnAmt
Related Or Exempt Func Income	$257,665,697	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$281,653	UnrelatedBusinessRevenueAmt
Exclusion	$17,925,562	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$135,415	TotalAmt
Program Services	$135,415	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,119,435	TotalAmt
Program Services	$2,119,435	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,497,749	TotalAmt
Program Services	$1,860,138	ProgramServicesAmt
Management And General	$4,637,611	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$133,932,439	TotalAmt
Program Services	$109,412,920	ProgramServicesAmt
Management And General	$23,127,936	ManagementAndGeneralAmt
Fundraising	$1,391,583	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,070,150	TotalAmt
Program Services	$8,779,193	ProgramServicesAmt
Management And General	$1,174,467	ManagementAndGeneralAmt
Fundraising	$116,490	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$25,115,189	TotalAmt
Program Services	$17,762,486	ProgramServicesAmt
Management And General	$7,130,356	ManagementAndGeneralAmt
Fundraising	$222,347	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,826,203	TotalAmt
Program Services	$8,027,283	ProgramServicesAmt
Management And General	$1,696,824	ManagementAndGeneralAmt
Fundraising	$102,096	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$871,083	TotalAmt
Management And General	$871,083	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$247,159	TotalAmt
Program Services	$22,917	ProgramServicesAmt
Management And General	$224,242	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$10,000	TotalAmt
Management And General	$10,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$271,713	TotalAmt
Management And General	$271,713	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,721,747	TotalAmt
Program Services	$10,908,120	ProgramServicesAmt
Management And General	$3,587,686	ManagementAndGeneralAmt
Fundraising	$225,941	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,413,251	TotalAmt
Program Services	$1,196,874	ProgramServicesAmt
Management And General	$211,135	ManagementAndGeneralAmt
Fundraising	$5,242	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,698,060	TotalAmt
Program Services	$2,039,304	ProgramServicesAmt
Management And General	$491,120	ManagementAndGeneralAmt
Fundraising	$167,636	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,522,535	TotalAmt
Program Services	$6,711,528	ProgramServicesAmt
Management And General	$1,733,586	ManagementAndGeneralAmt
Fundraising	$77,421	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$1,843,527	TotalAmt
Program Services	$232,930	ProgramServicesAmt
Management And General	$1,610,597	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,160,572	TotalAmt
Program Services	$12,841,752	ProgramServicesAmt
Management And General	$1,245,280	ManagementAndGeneralAmt
Fundraising	$73,540	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,159,057	TotalAmt
Program Services	$5,373,728	ProgramServicesAmt
Management And General	$1,533,813	ManagementAndGeneralAmt
Fundraising	$251,516	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$336,845	TotalAmt
Program Services	$287,776	ProgramServicesAmt
Management And General	$48,444	ManagementAndGeneralAmt
Fundraising	$625	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,269,370	TotalAmt
Program Services	$4,841,608	ProgramServicesAmt
Management And General	$381,984	ManagementAndGeneralAmt
Fundraising	$45,778	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$35,059,682	TotalAmt
Program Services	$32,307,406	ProgramServicesAmt
Management And General	$2,471,679	ManagementAndGeneralAmt
Fundraising	$280,597	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,459,959	TotalAmt
Program Services	$1,362,789	ProgramServicesAmt
Management And General	$89,537	ManagementAndGeneralAmt
Fundraising	$7,633	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUPPLIES	$50,945,235	$49,933,881	$931,903	$79,451
OTHER SERVICES	$2,496,675	$2,149,788	$341,723	$5,164
EQUIPMENT RENTAL	$349,560	$284,426	$63,842	$1,292
OTHER EXPENSE	$61,554	$163,882	-$102,788	$460

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$335,594,164	TotalAmt
Program Services	$278,755,579	ProgramServicesAmt
Management And General	$53,783,773	ManagementAndGeneralAmt
Fundraising	$3,054,812	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$200,685,040	BOYAmt
EOY	$207,688,827	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,304,489	BOYAmt
EOY	$13,382,417	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$26,263,737	BOYAmt
EOY	$27,922,945	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,788,725	BOYAmt
EOY	$4,731,301	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,459,663	BOYAmt
EOY	$4,764,041	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$775,917,724	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$327,042,514	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$391,523,839	BOYAmt
EOY	$448,875,210	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$126,272,581	BOYAmt
EOY	$160,541,988	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$16,482,390	BOYAmt
EOY	$7,139,114	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,893,895	BOYAmt
EOY	$15,058,817	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$795,674,359	BOYAmt
EOY	$890,104,660	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$38,336,055	BOYAmt
EOY	$57,358,129	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$10,561,533	BOYAmt
EOY	$13,620,972	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$96,244,189	BOYAmt
EOY	$92,191,131	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$5,760,000	BOYAmt
EOY	$3,440,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,784,114	BOYAmt
EOY	$10,580,080	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$162,685,891	BOYAmt
EOY	$177,190,312	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$571,597,575	BOYAmt
EOY	$646,484,453	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,210,414	BOYAmt
EOY	$44,563,545	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,180,479	BOYAmt
EOY	$21,866,350	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$632,988,468	BOYAmt
EOY	$712,914,348	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$795,674,359	BOYAmt
EOY	$890,104,660	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$40,371,660	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$25,263,998	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$14,290,222	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,310,661	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$91,256,682	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,944,366	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$88,095,298	CurrentTaxYearMinus1YearAmt
Current Tax Year	$100,092,912	CurrentTaxYearAmt
Total	$443,699,919	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,310,661	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$91,256,682	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,944,366	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$88,095,298	CurrentTaxYearMinus1YearAmt
Current Tax Year	$100,092,912	CurrentTaxYearAmt
Total	$443,699,919	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$56,142,391	SubstantialContributorsTotAmt
Public Support Total170	$387,557,528	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,196,139	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,415,818	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,960,634	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,028,924	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,445,012	CurrentTaxYearAmt
Total	$50,046,527	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$53,868	CurrentTaxYearMinus1YearAmt
Current Tax Year	$224,432	CurrentTaxYearAmt
Total	$278,300	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$255,201	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$164,499	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$448,890	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$428,969	CurrentTaxYearMinus1YearAmt
Current Tax Year	$310,307	CurrentTaxYearAmt
Total	$1,607,866	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$495,632,612	TotalSupportAmt
Gross Receipts Rltd Activities	$1,042,164,091	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.78195	PublicSupportCY170Pct
Public Support PY170	0.80154	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$248,487	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$10,000	OtherActivitiesAmt
Total Lobbying Expenditures	$258,487	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION	PART II-B, LINE 1G THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2017 WAS $240,581 WHICH WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES, AS DEFINED IN FORM 990 INSTRUCTIONS, AND $7,906 FOR TRAVEL.
LINE 1I	THE LABORATORY CONTRIBUTED $10,000 TO MAINE ECONOMIC GROWTH COALITION THAT SUPPORTED A RESEARCH AND DEVELOPMENT BOND TO HELP MAINE ORGANIZATIONS INVEST IN EQUIPMENT AND INFRASTRUCTURE.

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$142,754,972	BeginningYearBalanceAmt
Contributions	$4,085,113	ContributionsAmt
Investment Earnings Or Losses	$25,071,184	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$44,189	GrantsOrScholarshipsAmt
Other Expenditures	$4,185,811	OtherExpendituresAmt
End Year Balance	$167,681,269	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$132,698,100	BeginningYearBalanceAmt
Contributions	$3,012,349	ContributionsAmt
Investment Earnings Or Losses	$7,926,846	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$44,125	GrantsOrScholarshipsAmt
Other Expenditures	$838,198	OtherExpendituresAmt
End Year Balance	$142,754,972	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$126,609,811	BeginningYearBalanceAmt
Contributions	$7,348,710	ContributionsAmt
Investment Earnings Or Losses	-$728,319	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$33,750	GrantsOrScholarshipsAmt
Other Expenditures	$498,352	OtherExpendituresAmt
End Year Balance	$132,698,100	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$108,965,719	BeginningYearBalanceAmt
Contributions	$11,841,924	ContributionsAmt
Investment Earnings Or Losses	$5,890,303	InvestmentEarningsOrLossesAmt
Other Expenditures	$88,135	OtherExpendituresAmt
End Year Balance	$126,609,811	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$90,755,276	BeginningYearBalanceAmt
Contributions	$6,074,191	ContributionsAmt
Investment Earnings Or Losses	$13,007,247	InvestmentEarningsOrLossesAmt
Other Expenditures	$870,995	OtherExpendituresAmt
End Year Balance	$108,965,719	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.65000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.12000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,226,449	OtherCostOrOtherBasisAmt
Book Value	$11,226,449	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$510,421,617	OtherCostOrOtherBasisAmt
Depreciation	$208,045,521	DepreciationAmt
Book Value	$302,376,096	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$155,109,364	OtherCostOrOtherBasisAmt
Depreciation	$118,996,993	DepreciationAmt
Book Value	$36,112,371	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$99,160,294	OtherCostOrOtherBasisAmt
Book Value	$99,160,294	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$448,875,210	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
RETIREMENT PLAN OBLIGATIONS	$6,323,980
INTEREST RATE SWAP	$4,256,100

Field	Value	IRS element (for citing)
Total Liability	$10,580,080	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$415,520,044	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$25,263,998	NetUnrealizedGainsInvstAmt
Other Revenue	$14,290,222	OtherRevenueAmt
Revenue Not Reported	$39,554,220	RevenueNotReportedAmt
Revenue Subtotal	$375,965,824	RevenueSubtotalAmt
Total Revenue Per Form990	$375,965,824	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$335,594,164	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$335,594,164	ExpensesSubtotalAmt
Total Expenses Per Form990	$335,594,164	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ENDOWMENT FUNDS	PART V, LINE 4 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.
LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740)	PART X, LINE 2 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 THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER REVENUE ON FINANCIAL STATEMENTS NOT ON RETURN	PART XI, LINE 2D UNREALIZED GAIN ON INTEREST RATE SWAPS 1,207,369 FV ADJUSTMENT ON CT LOANS 13,082,853 TOTAL 14,290,222

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	2	PROGRAM SERVICES	GENETIC RESOURCES	$225,306
Central America and the Caribbean		INVESTMENTS		$1,118,868
Europe (Including Iceland and Greenland)		Program Services	GENETIC RESOURCES
Middle East and North Africa		Program Services	GENETIC RESOURCES
East Asia and the Pacific		Program Services	GENETIC RESOURCES
North America		Program Services	GENETIC RESOURCES
South America		Program Services	GENETIC RESOURCES
South Asia		Program Services	GENETIC RESOURCES
East Asia and the Pacific		Program Services	GENETIC RESOURCES	$166,570
East Asia and the Pacific		Program Services	RESEARCH	$453,268

Field	Value	IRS element (for citing)
Subtotal Employees	2	SubtotalEmployeesCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$1,964,012	SubtotalSpentAmt
Total Spent	$1,964,012	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	BASIS OF ACCOUNTING	FormAndLineReferenceDesc
Explanation	PART I, LINE 3, COLUMN F THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
TOWN OF BAR HARBOR
49 Park Street	BAR HARBOR	ME	04609	016000061	GOV'T	$91,165	GENERAL SUPPORT
ALZHEIMER'S ASSOCIATION
200 Executive Blvd	SOUTHINGTON	CT	06489	133039601	501(C)(3)	$10,000	SUPPORT GENERAL SUPPORT
NATIONAL ASSOC FOR BIOMEDICAL RESEARCH
818 CONNECTICUT AVE	WASHINGTON	DC	20006	042688181	501(C)(6)	$7,000	SUPPORT SUPPORT GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS/STIPENDS	GrantTypeTxt
Recipient	559	RecipientCnt
Cash Grant	$2,119,435	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	MONITORING THE USE OF GRANT FUNDS IN THE U.S.	FormAndLineReferenceDesc
Explanation	PART I, LINE 2 IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE TOWN OF BAR HARBOR, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE TOWN. THE MISSION OF THE FOUNDATION FOR BIOMEDICAL RESEARCH TO IMPROVE HUMAN AND ANIMAL HEALTH IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH AND EDUCATIONAL MISSION. THE LABORATORY SPONSORED THE CT DEMENTIA EDUCATION CONFERENCE IN ORDER TO PROMOTE RESEARCH AND EDUCATION IN ALZHEIMERS RESEARCH. 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 GRANT FUNDS 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLES E HEWETT PHD
EXECUTIVE VICE PRESIDENT & COO	$554,314	$0	$50,000	$0	$849,806	$0	$101,500	$0	$21,428	$0	$1,577,048	$0	$50,000	$0
EDISON T LIU MD
PRESIDENT & CEO	$745,050	$0	$200,000	$0	$557,939	$0	$127,000	$0	$26,298	$0	$1,656,287	$0	$200,000	$0
S CATHERINE LONGLEY
VP & CHIEF FINANCIAL OFFICER	$372,878	$0	$44,375	$0	$38,369	$0	$77,000	$0	$13,051	$0	$545,673	$0	$44,375	$0
AUROBINDO NAIR
PRES JAX MICE CLINIC/RESEARCH	$477,613	$0	$100,000	$0	$14,641	$0	$67,000	$0	$25,351	$0	$684,605	$0	$100,000	$0
KENNETH H FASMAN
VICE PRESIDENT FOR RESEARCH	$371,468	$0	$61,200	$0	$2,321	$0	$27,000	$0	$28,709	$0	$490,698	$0	$61,200	$0
NADIA A ROSENTHAL
SCIENTIFIC DIRECTOR	$387,739	$0	$45,600	$0	$2,666	$0	$27,000	$0	$812	$0	$463,817	$0	$45,600	$0
CHARLES LEE MD
SCIENTIFIC DIRECTOR, JAX GM	$281,613	$0	$49,934	$0	$6,379	$0	$27,000	$0	$26,838	$0	$391,764	$0	$49,934	$0
JACQUES F BANCHEREAU PHD
PROFESSOR	$343,282	$0	$35,000	$0	$3,864	$0	$27,000	$0	$11,034	$0	$420,180	$0	$35,000	$0
BRIAN R LESLIE
GENERAL COUNSEL	$352,262	$0	$87,500	$0	$1,242	$0	$27,000	$0	$18,715	$0	$486,719	$0	$87,500	$0
JENS RUETER
MEDICAL DIRECTOR	$346,630	$0	$13,031	$0	$1,442	$0	$25,997	$0	$26,831	$0	$413,931	$0	$0	$0
GREGORY LEET
VICE PRESIDENT FOR ADVANCEMENT	$338,365	$0	$0	$0	$25,428	$0	$17,500	$0	$19,238	$0	$400,531	$0	$0	$0
ROBERT E BRAUN
FACULTY MEMBER	$322,436	$0	$3,249	$0	$38,169	$0	$27,000	$0	$1,357	$0	$392,211	$0	$3,249	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BENEFITS	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 THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. THE LABORATORY ADDITIONALLY GROSSES UP THE AMOUNT ADDED TO WAGES FOR DISTRIBUTION OF VESTED AMOUNTS PAID OUT TO PLAN PARTICIPANTS WITH SPECIAL ANNUITIES TO COVER THE TAX IMPACT TO EMPLOYEES SO THAT RECIPIENTS RECEIVE THE FULL VALUE OF THE AWARD.
SEVERANCE ARRANGEMENT	PART I, LINE 4A AN OFFICER OF THE ORGANIZATION HAS AN EMPLOYMENT AGREEMENT WITH A CONDITIONAL SEVERANCE CLAUSE.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	PART I, LINE 4B THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $100,000 EXECUTIVE VICE PRESIDENT/COO $75,000 VICE PRESIDENT, CHIEF FINANCIAL OFFICER $50,000 PRESIDENT, JAX MICE, CLINICAL & RESEARCH SERVICES $40,000 DISTRIBUTIONS MADE: PRESIDENT/CEO $460,570 EXECUTIVE VICE PRESIDENT/COO $159,663
NON-FIXED PAYMENTS	PART I, LINE 7 THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE.
OTHER COMPENSATION	PART II, COLUMN B(III) AN OFFICER RECEIVED ANNUITIES THAT TRANSFERRED OWNERSHIP IN 2017 AS PART OF HIS EXECUTIVE RETIREMENT PACKAGE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
FINANCE AUTHORITY OF MAINE
A	042456011	999999999	2012-08-31	$42,460,000	REFUND	false	false	false
ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS
B	943130123	00037CTH3	2012-10-24	$66,355,769	FINANCE CONSTRUCTION & REFUND	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,990,000	$0	$42,460,000	$0	$0	$0	$0	$0	$0	$0	$42,460,000	$0	2002	Yes (true)	false	Yes (true)	Yes (true)
B	$1,615,000	$0	$66,432,099	$0	$0	$0	$623,401	$0	$0	$26,665,257	$39,143,441	$0	2015	false	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	false	false	false	Yes (true)	Yes (true)	0.00128	0.00128	false	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	0.00176	0.00176	false	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BOND PROCEEDS - BOND ISSUE B PART II, LINE 3	THE DIFFERENCE IN ISSUE PRICE AND LINE 3 PROCEEDS FOR BOND ISSUE B IS INTEREST INCOME FROM THE AMOUNTS HELD IN THE REFUNDING ESCROW ACCOUNT.
PART IV, LINE 2(C)	BOND ISSUE A - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 08/01/2017(REFLECTING ACTIVITY 8/31/2012 THROUGH 08/01/2017). BOND ISSUE B - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 10/23/2017(REFLECTING ACTIVITY 10/24/2012 THROUGH 10/23/2017).

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	ALAN SAWYER	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	KEY EMPLOYEE -N ROSENTHAL	RelationshipDescriptionTxt
Transaction	$140,130	TransactionAmt
Transaction	EMPLOYMENT - FAMILY MEMBER	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	27	ContributionCnt
Noncash Contributions Rpt F990	$252,595	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	LIFE INSURANCE POLICY	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$128,184	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	CONTRIBUTIONS	FormAndLineReferenceDesc
Explanation	PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN COLUMN B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATION'S MISSION	FORM 990, PART III, LINE 1 THE MISSION OF THE LABORATORY IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH. 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.
PROGRAM SERVICES	Form 990 Part III Line 4A-4C DEVELOP AND PROVIDE GENETIC RESOURCES THE JACKSON LABORATORY 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 OVER 10,000 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE AND, IN 2017, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 1,900 ORGANIZATIONS, IN UPWARDS OF 75 COUNTRIES, TO SUPPORT THEIR EFFORTS TO FIND CURES FOR THE WORLDS MOST DEVASTATING HUMAN DISEASES AND BRING ADVANCED THERAPIES TO PATIENTS. THE LABORATORY ALSO HOSTS THE MOUSE GENOME INFORMATICS DATABASES, THE WORLDS SOURCE FOR INFORMATION ON MOUSE GENETICS AND BIOLOGY. IN 2017, 705 NEW MOUSE STRAINS AND DERIVATIVE CELL LINES WERE DONATED TO OR DEVELOPED BY RESEARCH STAFF AT THE LABORATORY THROUGH PUBLICLY FUNDED RESEARCH ACTIVITIES. 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. THE LABORATORY MAKES THE JAX CLINICAL KNOWLEDGEBASE (CKB) RESOURCE PUBLICLY AVAILABLE, ENABLING CLINICIANS AND TRANSLATIONAL RESEARCHERS TO INTERPRET COMPLEX CANCER GENOMIC PROFILES. ACCEPTANCE AND USAGE OF CKB HAS BEEN STEADILY INCREASING; CKB HAS RECEIVED APPROXIMATELY 178,000 VISITS SINCE ITS LAUNCH IN 2016. BIOMEDICAL RESEARCH IN ADDITION TO THE NUMEROUS GRANTS ALREADY ON HAND AT THE BEGINNING OF THE YEAR, SEVERAL SPONSORED RESEARCH AWARDS WERE RECEIVED BY THE LABORATORY. A GRANT TOTALING $3.2 MILLION OVER FIVE YEARS WILL FUND STUDIES OF THE COMPLEX PROCESSES INVOLVED IN BOTH HEALTHY AGING AND ALZHEIMERS DISEASE, IN THE LABORATORY OF ASSOCIATE PROFESSOR CATHERINE KACZOROWSKI, PH.D. THE NATIONAL HUMAN GENOME RESEARCH INSTITUTE AWARDED A GRANT TOTALING $6.7 MILLION OVER FOUR YEARS TO PROFESSOR YIJUN RUAN, PH.D., TO LAUNCH A CENTER FOR THE 3-D MAPPING OF THE HUMAN AND MOUSE GENOMES. THE NEW MAPPING CENTER IS FOCUSED ON UNCOVERING THE MYSTERY OF THE 3-D ORGANIZATION AND FUNCTION OF THE HUMAN AND MOUSE GENOMES. NEW RESEARCH PUBLISHED IN THE JOURNAL SCIENCE BY PROFESSOR AND HOWARD HUGHES MEDICAL INSTITUTE INVESTIGATOR SIMON W.M. JOHN, PH.D., SHOWS THAT SIMPLY ADDING VITAMIN B3 TO THE DRINKING WATER OF MICE PREDISPOSED TO GLAUCOMA CAN PREVENT THE DEBILITATING EYE DISEASE. JOHN ALSO REPORTED IN THE PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES THAT IMMUNE RESPONSE TRIGGERED BY HIGH PRESSURE IN THE EYE OCCURS EARLY IN GLAUCOMA AND HAS A PROTECTIVE EFFECT ON RETINAL CELLS. CANCER CELLS HIJACK A MECHANISM THAT ENABLES STEM CELLS AND GERM CELLS TO CONTINUE DIVIDING, BY REACTIVATING TELOMERASE. A RESEARCH TEAM LED BY JAX PROFESSOR ROEL VERHAAK, PH.D., REPORTS IN NATURE GENETICS THAT IN ABOUT 35 PERCENT OF CANCERS TERT PROMOTER METHYLATION IS THE KEY TO CANCER CELLS SUCCESS IN MAINTAINING TELOMERES AND SURVIVING. JAX AND SEVEN BRIDGES ARE COLLABORATING TO BUILD A NATIONAL CANCER INSTITUTE (NCI) FUNDED DATA PLATFORM TO ACCELERATE TRANSLATIONAL RESEARCH USING PATIENT-DERIVED TUMOR XENOGRAFT (PDX) DATASETS. THIS JOINT INITIATIVE WILL ESTABLISH A PDX DATA COMMONS AND COORDINATING CENTER TO SUPPORT PDXNET, A PARTNERING NETWORK THAT ORGANIZES LARGE-SCALE TESTING FOR PRECLINICAL THERAPEUTIC CANCER DRUGS IN PDX TRIALS. JAX-DESIGNED SOFTWARE, CALLED DISEASE NAVIGATOR, WAS PILOTED AS PART OF AN INTERNATIONAL EFFORT SPEARHEADED BY THE NIH. LED BY JAX PROFESSOR CAROL BULT, PH.D., THE TOOL ENABLES SCIENTISTS WHO STUDY CARDIOVASCULAR DISEASE TO FAST-TRACK THEIR RESEARCH BY ACCESSING RELEVANT GENOMIC AND OTHER DATA FROM ANIMAL MODELS (MOUSE AND RAT) CROSS-REFERENCED TO HUMAN DATA. RESEARCH PUBLISHED IN THE PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES BY ASSISTANT PROFESSOR MICHAEL STITZEL, PH.D., AND COLLABORATORS MIGHT EXPLAIN HOW MULTIPLE GENETIC FLAWS IN KEY STRETCHES OF ACTIVE DNA WITHIN PANCREATIC ISLET CELLS CAN LEAD TO TYPE 2 DIABETES. THE DISCOVERY GIVES HOPE FOR MORE PERSONALIZED TREATMENTS FOR DIABETES. EDUCATION AND TRAINING IN 2017, A DIVERSITY AND INCLUSION PROPOSAL WAS FUNDED BY THE HOWARD HUGHES MEDICAL INSTITUTE (HHMI) WHICH SUPPORTS A JOINT EFFORT OF JAX, COLD SPRING HARBOR LABORATORY AND THE MARINE BIOLOGICAL LABORATORY TO CONDUCT EVALUATION WORK INCLUDING CLIMATE SURVEYS, PROFESSIONAL DEVELOPMENT FOR COURSE FACULTY AND RECRUITING OF TRAINEES UNDER-REPRESENTED IN THE BIOMEDICAL SCIENCES. IN 2017, OUR CONFERENCES AND WORKSHOPS PROGRAM BROUGHT OVER 1200 LEARNERS TO OUR CAMPUSES TO PARTICIPATE IN OVER 30 COURSES ON TOPICS VITAL TO HUMAN HEALTH, INCLUDING CANCER, ADDICTION, AND ALZHEIMERS. OUR EXPANDING ONLINE OFFERINGS ENROLLED AN ADDITIONAL 440 LEARNERS INCLUDING TRAINEES FROM 15 DIFFERENT COUNTRIES. JAXS NATIONAL INSTITUTES OF HEALTH (NIH)-FUNDED GENETICS EDUCATION PROGRAM, TEACHING THE GENOME GENERATION (TTGG) CONTINUES TO BE BROADLY IMPLEMENTED. OVER 4,700 STUDENTS HAVE COMPLETED THE TTGG PROGRAM, REPRESENTING 119 TEACHERS AT 59 SCHOOLS ACROSS SEVEN STATES (ME, NH, VT, CT, MA, RI, AND VA). IN 2017, OUR ONGOING COLLABORATION WITH THE AMERICAN SOCIETY OF HUMAN GENETICS (ASHG) INCLUDED AN IN-PERSON NETWORKING AND TRAINING EVENT RUN IN CONCURRENCE WITH ASHGS ANNUAL CONFERENCE. OVER 50 EARLY-CAREER TRAINEES WERE IN ATTENDANCE, FOLLOWING THEIR EARLIER PARTICIPATION IN AN ONLINE COURSE COMPRISING TRAINING CONTENT AND WEBINARS FOCUSING ON CAREER DEVELOPMENT. JAX GENOMIC MEDICINE SERVED AS HOST FOR THE CONNECTICUT ASSOCIATION OF BIOLOGY TEACHERS OUTSTANDING BIOLOGY TEACHER AWARD CEREMONY ON NOVEMBER 17, 2017. OVER 50 CONNECTICUT HIGH SCHOOL AND UNDERGRADUATE EDUCATORS ATTENDED. JAX CONTINUES TO PLAY A LEADERSHIP ROLE IN THE MAINE STATE SCIENCE FAIR. JAX COORDINATED OVER $800,000 IN SCHOLARSHIP SUPPORT FROM THE UNIVERSITY OF MAINE, UNIVERSITY OF SOUTHERN MAINE AND COLLEGE OF THE ATLANTIC. IN 2017, 199 STUDENTS FROM 26 SCHOOLS IN MAINE PARTICIPATED IN THE FAIR. A CHARITABLE CONTRIBUTION FROM THE HAROLD ALFOND FOUNDATION SUPPORTS THE JACKSON LABORATORYS EFFORTS TO ENHANCE CANCER DIAGNOSTICS AND TREATMENT IN MAINE. IN 2017, JAX CONVENED THE FIRST ANNUAL MAINE CANCER GENOMICS INITIATIVE FORUM, HOSTING 60 MAINE-BASED ONCOLOGISTS, PATHOLOGISTS, CLINICIANS AND OTHER HEALTH CARE PROVIDERS AND CANCER RESEARCHERS. A MAJOR FOCUS OF THE 2017 ITERATION OF JAXS FLAGSHIP SUMMER STUDENT PROGRAM FOR HIGH SCHOOL AND UNDERGRADUATE STUDENTS SUMMER STUDENT PROGRAM WAS INCREASING PARTICIPATION BY STUDENTS FROM UNDERREPRESENTED RACIAL AND ETHNIC GROUPS. THE 2017 PROGRAM INCLUDED 46 STUDENTS (35 IN BAR HARBOR; 11 IN FARMINGTON), OF WHICH 15 WERE RACIAL OR ETHNIC MINORITIES IN SCIENCE (33%).
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS	FORM 990, PART VI, SECTION A, QUESTION 4 THE LABORATORY REVISED ITS BYLAWS ON 2/22/17 TO PROVIDE THAT THE CHAIR OF THE BOARD OF TRUSTEES SHALL APPOINT THREE OTHER BOARD MEMBERS TO THE EXECUTIVE COMMITTEE.
FORM 990 REVIEW PROCESS	FORM 990, PART VI, SECTION B, QUESTION 11B THE AUDIT 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 COMMITTEE'S REVIEW, THE PUBLIC DISCLOSURE COPY OF IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, SECTION B, QUESTION 12C THE JACKSON LABORATORY PROVIDES ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES WITH A CONFLICT OF INTEREST, CODE OF ETHICS AND DISCLOSURE FORMS AS WELL AS THE DISTRIBUTION OF 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 COMMITTEE. TRUSTEES AND EXECUTIVES WITH AN APPARENT OR ACTUAL CONFLICT OF INTEREST RECUSE THEMSELVES FROM DECISION MAKING.
COMPENSATION POLICY	FORM 990, PART VI, SECTION B, QUESTION 15A & B THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE KEY MEMBERS OF SENIOR MANAGEMENT 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 MARKET DATA OF COMPENSATION PACKAGES 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 SENIOR DIRECTOR OF HUMAN RESOURCES IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO PROVIDE THE COMMITTEE MEMBERS WITH ANNUAL PERFORMANCE REVIEWS OF HIS REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS.
PUBLIC DISCLOSURE	FORM 990, PART VI, SECTION C, QUESTION 19 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 AND CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE AT WWW.JAX.ORG. THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
SECURED MORTGAGES AND NOTES PAYABLE	FORM 990, PART X, LINE 23 REPAYMENT TERMS: THE CT INNOVATIONS LOANS WILL BE FORGIVEN IF AND WHEN THE LABORATORY MEETS AN EMPLOYMENT GOAL OF AT LEAST 300 EMPLOYEES LOCATED IN CONNECTICUT FOR A PERIOD OF SIX MONTHS, INCLUDING A MINIMUM OF 90 SENIOR SCIENTISTS. IN ADDITION, THE AVERAGE WAGE FOR SUCH EMPLOYEES MUST EXCEED A MINIMUM TARGET LEVEL.
OTHER CHANGES IN NET ASSETS	FORM 990, PART XI, LINE 9 UNREALIZED GAIN ON INTEREST RATE SWAPS 1,207,369 FAIR MARKET VALUE ADJUSTMENT ON LOANS 13,082,853 TOTAL 14,290,222