JACKSON LABORATORY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: JACKSON LABORATORY (EIN 01-0211513)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-13
IRS object ID: 201733179349307313
Schema version: 2016v3.1
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 G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-13T15:26:27-06:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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 & CFO	PersonTitleTxt
Phone	2072886000	PhoneNum
Signature	2017-11-08	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	2017-11-08	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	04502320173175000013	FederalOriginalSubmissionId
Federal Original Submission Id	2017-11-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F9EB1CD9B139F37890F72A574C7CABC22A10BBB9	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5C203E30F98ED91BFEBCF91EA19CE9A9BC6641E7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	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	$331,241,336	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	26	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	2114	TotalEmployeeCnt
Total Volunteers	35	TotalVolunteersCnt
Total Gross UBI	$83,753	TotalGrossUBIAmt
PY Contributions Grants	$89,944,366	PYContributionsGrantsAmt
CY Contributions Grants	$88,095,298	CYContributionsGrantsAmt
PY Program Service Revenue	$210,424,017	PYProgramServiceRevenueAmt
CY Program Service Revenue	$231,591,680	CYProgramServiceRevenueAmt
PY Investment Income	$2,136,894	PYInvestmentIncomeAmt
CY Investment Income	$8,903,048	CYInvestmentIncomeAmt
PY Other Revenue	$1,813,476	PYOtherRevenueAmt
CY Other Revenue	$2,489,423	CYOtherRevenueAmt
PY Total Revenue	$304,318,753	PYTotalRevenueAmt
CY Total Revenue	$331,079,449	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,113,816	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,595,400	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$150,912,017	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$157,463,695	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$175,252	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$67,546	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,952,669	CYTotalFundraisingExpenseAmt
PY Other Expenses	$129,308,727	PYOtherExpensesAmt
CY Other Expenses	$141,437,013	CYOtherExpensesAmt
PY Total Expenses	$281,509,812	PYTotalExpensesAmt
CY Total Expenses	$300,563,654	CYTotalExpensesAmt
PY Revenues Less Expenses	$22,808,941	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$30,515,795	CYRevenuesLessExpensesAmt
Total Assets BOY	$754,340,048	TotalAssetsBOYAmt
Total Assets EOY	$795,674,359	TotalAssetsEOYAmt
Total Liabilities BOY	$167,713,329	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$162,685,891	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$586,626,719	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$632,988,468	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	$130,619,131	ExpenseAmt
Grant	$96,266	GrantAmt
Revenue	$230,817,695	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	$112,211,361	ExpenseAmt
Grant	$382,898	GrantAmt
Revenue	$187,545	RevenueAmt
Desc	BIOMEDICAL RESEARCH - PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$7,950,723	ExpenseAmt
Grant	$1,116,236	GrantAmt
Revenue	$586,440	RevenueAmt
Desc	EDUCATION AND TRAINING - PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Revenue	$425,569	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$250,781,215	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	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	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	273	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2114	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	26	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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	false	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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	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	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	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

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

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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
OTIS W BRAWLEY MD
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
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
JEFFREY M FRIEDMAN MD PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JAMES J GALLOGLY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN GIBBONS
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
RICHARD S GURIN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
LEO A HOLT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
WESLIE JANEWAY
TRUSTEE	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	1.0	0.0	Yes (X)	$0	$0	$0
NEAL B MILCH JD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DENNIS PAUSTENBACH PHD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
CHARLES M RICE PHD
TRUSTEE	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	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
THOMAS C BARRY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
DAVID R CABOT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
PETER F GERRITY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
CHARLES E HEWETT PHD
EXECUTIVE VICE PRESIDENT & COO	40.0	0.0	Yes (X)	$672,159	$0	$220,928	Yes (X)
EDISON T LIU MD
PRESIDENT & CEO	40.0	0.0	Yes (X)	$1,039,273	$0	$327,798	Yes (X)
DAVID J ROUX
CHAIR OF THE BOARD	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
S CATHERINE LONGLEY
CHIEF FINANCIAL OFFICER	40.0	0.0		$152,590	$0	$47,876	Yes (X)
ROBERT E BRAUN PHD
VICE PRESIDENT RESEARCH	40.0	0.0		$385,194	$0	$31,106		Yes (X)
KENNETH H FASMAN
VICE PRESIDENT FOR RESEARCH	40.0	0.0		$404,606	$0	$116,404		Yes (X)
CHARLES LEE PHD FACMG
SCIENTIFIC DIRECTOR, JAX GM	40.0	0.0		$333,425	$0	$105,772		Yes (X)
AUROBINDO NAIR
GENERAL MANAGER, JMCRS	40.0	0.0		$532,147	$0	$193,551		Yes (X)
NADIA A ROSENTHAL
SCIENTIFIC DIRECTOR, JAX GM	40.0	0.0		$415,736	$0	$56,085		Yes (X)
JACQUES F BANCHEREAU PHD
PROFESSOR	40.0	0.0		$393,074	$0	$71,534			Yes (X)
BRIAN R LESLIE
GENERAL COUNSEL	40.0	0.0		$455,945	$0	$132,429			Yes (X)
KRISTEN B ROZANSKY
VICE PRESIDENT, DEV & COMMUN	40.0	0.0		$488,601	$0	$36,953			Yes (X)
KATHY L VANDEGRIFT
ASSOCIATE GM FINANCE & OP	40.0	0.0		$357,257	$0	$103,144			Yes (X)
GEORGE M WEINSTOCK
DIRECTOR, MICROBIAL GENOMICS	40.0	0.0		$355,722	$0	$56,370			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,985,729	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,499,950	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	234	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	$5,226,848
EYP INC
201 FULLER ROAD 5TH FLOOR	ALBANY	NY	12203	ARCHITECTURE	$2,011,074
MERIT SOLUTIONS INC
1749 S NAPERVILLE ROAD	WHEATON	IL	60189	IT CONSULTING	$1,523,481
LILY TRANSPORTATION CORPORATION
145 ROSEMARY STREET	NEEDHAM	MA	02494	TRANSPORTATION	$1,502,775
AEROTEK INC
3689 COLLECTION CTR DRIVE	CHICAGO	IL	60693	TEMP EMPLOYEES SRVCS	$1,256,455

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	47	CntrctRcvdGreaterThan100KCnt
Fundraising	$17,560	FundraisingAmt
Government Grants	$76,466,707	GovernmentGrantsAmt
All Other Contributions	$11,611,031	AllOtherContributionsAmt
Noncash Contributions	$867,659	NoncashContributionsAmt
Total Contributions	$88,095,298	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GENETIC RESOURCES	541700	$230,817,695	$230,692,011	$125,684
TRAINING & EDUCATION	541700	$586,440	$586,440
RESEARCH	541700	$187,545	$187,545

Field	Value	IRS element (for citing)
Total Program Service Revenue	$231,591,680	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,806,583	TotalRevenueColumnAmt
Unrelated Business Revenue	-$41,931	UnrelatedBusinessRevenueAmt
Exclusion	$9,848,514	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,222,341	TotalRevenueColumnAmt
Exclusion	$2,222,341	ExclusionAmt

Gross Rents GrossRentsGrp

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

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	-$241,174	SecuritiesAmt
Other	-$662,361	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$241,174	SecuritiesAmt
Other	-$662,361	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$903,535	TotalRevenueColumnAmt
Exclusion	-$903,535	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$3,400	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$17,560	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$161,887	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$158,487	TotalRevenueColumnAmt
Exclusion	-$158,487	ExclusionAmt

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	$425,569	TotalRevenueColumnAmt
Related Or Exempt Func Income	$425,569	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$425,569	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$331,079,449	TotalRevenueColumnAmt
Related Or Exempt Func Income	$231,891,565	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$83,753	UnrelatedBusinessRevenueAmt
Exclusion	$11,008,833	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$141,920	TotalAmt
Program Services	$141,920	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,453,480	TotalAmt
Program Services	$1,453,480	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	$5,034,649	TotalAmt
Program Services	$1,718,175	ProgramServicesAmt
Management And General	$3,316,474	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	$113,101,613	TotalAmt
Program Services	$91,082,299	ProgramServicesAmt
Management And General	$20,737,745	ManagementAndGeneralAmt
Fundraising	$1,281,569	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,595,362	TotalAmt
Program Services	$7,368,332	ProgramServicesAmt
Management And General	$1,119,011	ManagementAndGeneralAmt
Fundraising	$108,019	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$22,566,956	TotalAmt
Program Services	$15,238,453	ProgramServicesAmt
Management And General	$7,084,974	ManagementAndGeneralAmt
Fundraising	$243,529	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,165,115	TotalAmt
Program Services	$6,558,951	ProgramServicesAmt
Management And General	$1,513,877	ManagementAndGeneralAmt
Fundraising	$92,287	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	$1,777,150	TotalAmt
Program Services	$914	ProgramServicesAmt
Management And General	$1,776,224	ManagementAndGeneralAmt
Fundraising	$12	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$436,577	TotalAmt
Program Services	$25,000	ProgramServicesAmt
Management And General	$411,577	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$67,546	TotalAmt
Fundraising	$67,546	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$344,852	TotalAmt
Management And General	$344,852	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$15,715,533	TotalAmt
Program Services	$13,306,743	ProgramServicesAmt
Management And General	$2,215,390	ManagementAndGeneralAmt
Fundraising	$193,400	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$969,744	TotalAmt
Program Services	$592,702	ProgramServicesAmt
Management And General	$376,943	ManagementAndGeneralAmt
Fundraising	$99	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,501,449	TotalAmt
Program Services	$1,866,284	ProgramServicesAmt
Management And General	$487,158	ManagementAndGeneralAmt
Fundraising	$148,007	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,740,544	TotalAmt
Program Services	$5,334,988	ProgramServicesAmt
Management And General	$1,335,836	ManagementAndGeneralAmt
Fundraising	$69,720	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$54,949	TotalAmt
Program Services	$54,949	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,405,146	TotalAmt
Program Services	$13,205,179	ProgramServicesAmt
Management And General	$1,110,411	ManagementAndGeneralAmt
Fundraising	$89,556	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,506,641	TotalAmt
Program Services	$4,861,463	ProgramServicesAmt
Management And General	$1,471,262	ManagementAndGeneralAmt
Fundraising	$173,916	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	$215,001	TotalAmt
Program Services	$164,643	ProgramServicesAmt
Management And General	$45,349	ManagementAndGeneralAmt
Fundraising	$5,009	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,356,344	TotalAmt
Program Services	$5,066,413	ProgramServicesAmt
Management And General	$245,236	ManagementAndGeneralAmt
Fundraising	$44,695	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$35,465,452	TotalAmt
Program Services	$33,047,906	ProgramServicesAmt
Management And General	$2,099,248	ManagementAndGeneralAmt
Fundraising	$318,298	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,606,692	TotalAmt
Program Services	$1,502,437	ProgramServicesAmt
Management And General	$94,937	ManagementAndGeneralAmt
Fundraising	$9,318	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUPPLIES	$46,741,103	$45,858,007	$809,527	$73,569
OTHER SERVICES	$1,881,632	$1,733,473	$142,656	$5,503
EQUIPMENT RENTAL	$618,940	$499,495	$91,083	$28,362
OTHER EXPENSE	$99,264	$99,009		$255

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$300,563,654	TotalAmt
Program Services	$250,781,215	ProgramServicesAmt
Management And General	$46,829,770	ManagementAndGeneralAmt
Fundraising	$2,952,669	FundraisingAmt

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	$176,208,238	BOYAmt
EOY	$200,685,040	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,960,430	BOYAmt
EOY	$12,304,489	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,085,464	BOYAmt
EOY	$26,263,737	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	$3,570,577	BOYAmt
EOY	$3,788,725	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,914,613	BOYAmt
EOY	$5,459,663	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$691,015,952	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$299,492,113	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$391,073,009	BOYAmt
EOY	$391,523,839	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$116,692,811	BOYAmt
EOY	$126,272,581	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$16,006,283	BOYAmt
EOY	$16,482,390	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	$6,828,623	BOYAmt
EOY	$12,893,895	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$754,340,048	BOYAmt
EOY	$795,674,359	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$41,018,259	BOYAmt
EOY	$38,336,055	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	$7,158,622	BOYAmt
EOY	$10,561,533	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$100,150,545	BOYAmt
EOY	$96,244,189	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	$7,270,000	BOYAmt
EOY	$5,760,000	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	$12,115,903	BOYAmt
EOY	$11,784,114	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$167,713,329	BOYAmt
EOY	$162,685,891	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$527,882,615	BOYAmt
EOY	$571,597,575	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,348,128	BOYAmt
EOY	$41,210,414	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,395,976	BOYAmt
EOY	$20,180,479	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$586,626,719	BOYAmt
EOY	$632,988,468	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$754,340,048	BOYAmt
EOY	$795,674,359	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$30,515,795	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,107,638	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$8,738,316	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	$67,271,113	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$74,310,661	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$91,256,682	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$89,944,366	CurrentTaxYearMinus1YearAmt
Current Tax Year	$88,095,298	CurrentTaxYearAmt
Total	$410,878,120	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	$67,271,113	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$74,310,661	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$91,256,682	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$89,944,366	CurrentTaxYearMinus1YearAmt
Current Tax Year	$88,095,298	CurrentTaxYearAmt
Total	$410,878,120	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$47,060,032	SubstantialContributorsTotAmt
Public Support Total170	$363,818,088	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,888,204	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,196,139	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,415,818	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,960,634	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,028,924	CurrentTaxYearAmt
Total	$41,489,719	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,588	CurrentTaxYearMinus4YearsAmt
Current Tax Year	$53,868	CurrentTaxYearAmt
Total	$57,456	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$225,566	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$255,201	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$164,499	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$448,890	CurrentTaxYearMinus1YearAmt
Current Tax Year	$428,969	CurrentTaxYearAmt
Total	$1,523,125	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$453,948,420	TotalSupportAmt
Gross Receipts Rltd Activities	$944,513,622	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80145	PublicSupportCY170Pct
Public Support PY170	0.83050	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

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	Yes (true)	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Publications Or Broadcast	Yes (true)	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$208,191	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$208,191	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION	FormAndLineReferenceDesc
Explanation	PART II-B, LINE 1G THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2016 WAS $194,272 WHICH WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES AND $13,919 FOR TRAVEL.	ExplanationTxt

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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,841,065	BeginningYearBalanceAmt
Contributions	$1,280,959	ContributionsAmt
Investment Earnings Or Losses	$9,091,700	InvestmentEarningsOrLossesAmt
Other Expenditures	$458,448	OtherExpendituresAmt
End Year Balance	$90,755,276	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.64250	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.12230	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23520	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	$10,590,857	OtherCostOrOtherBasisAmt
Book Value	$10,590,857	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$506,448,695	OtherCostOrOtherBasisAmt
Depreciation	$192,307,189	DepreciationAmt
Book Value	$314,141,506	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$144,201,925	OtherCostOrOtherBasisAmt
Depreciation	$107,184,924	DepreciationAmt
Book Value	$37,017,001	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,774,475	OtherCostOrOtherBasisAmt
Book Value	$29,774,475	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$391,523,839	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
RETIREMENT PLAN OBLIGATIONS	$6,320,645
INTEREST RATE SWAP	$5,463,469

Field	Value	IRS element (for citing)
Total Liability	$11,784,114	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$347,087,290	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$7,107,638	NetUnrealizedGainsInvstAmt
Other Revenue	$8,738,316	OtherRevenueAmt
Revenue Not Reported	$15,845,954	RevenueNotReportedAmt
Revenue Subtotal	$331,241,336	RevenueSubtotalAmt
Other Revenues Not Included	-$161,887	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$161,887	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$331,079,449	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$300,725,541	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$161,887	OtherExpensesIncludedAmt
Expenses Not Reported	$161,887	ExpensesNotReportedAmt
Expenses Subtotal	$300,563,654	ExpensesSubtotalAmt
Total Expenses Per Form990	$300,563,654	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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 ENDOWMENT INCOME, 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 990,086 FV ADJUSTMENT ON CT LOANS 7,748,230 TOTAL 8,738,316
OTHER REVENUE ON RETURN NOT IN FINANCIAL STATEMENTS	PART XI, LINE 4B RECLASS OF FUNDRAISING EXPENSES (161,887)
OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENT NOT ON RETURN	PART XII, LINE 2D RECLASS OF FUNDRAISING EXPENSES 161,887

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	2	Program Services	GENETIC RESOURCES	$242,840
Central America and the Caribbean		INVESTMENTS		$11,079,448
Europe (Including Iceland and Greenland)		Program Services	GENETIC RESOURCES
East Asia and the Pacific		Program Services	WORKSHOP	$2,406
Middle East and North Africa		Program Services	GENETIC RESOURCES
North America		Program Services	GENETIC RESOURCES
South America		Program Services	GENETIC RESOURCES
South Asia		Program Services	GENETIC RESOURCES
Sub-Saharan Africa		Program Services	GENETIC RESOURCES

Field	Value	IRS element (for citing)
Subtotal Employees	2	SubtotalEmployeesCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$11,324,694	SubtotalSpentAmt
Total Spent	$11,324,694	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

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	Grenzebach Glier and ASSOCIATES	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 North Michigan Avenue Suite 28	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Activity	Consult	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$67,546	RetainedByContractorAmt
Net To Organization	-$67,546	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$67,546	TotalRetainedByContractorsAmt
Total Net To Organization	-$67,546	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	PA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	DISCOVERY DAYS	Event1Nm
Gross Receipts Event1	$20,960	GrossReceiptsEvent1Amt
Charitable Contri Event1	$17,560	CharitableContriEvent1Amt
Gross Revenue Event1	$3,400	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$315	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$66,105	FoodAndBeverageEvent1Amt
Entertainment Event1	$44,497	EntertainmentEvent1Amt
Other Direct Expenses Event1	$50,970	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$20,960	GrossReceiptsTotalAmt
Charitable Contributions Tot	$17,560	CharitableContributionsTotAmt
Gross Revenue Total Events	$3,400	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$315	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$66,105	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$44,497	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$50,970	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$161,887	DirectExpenseSummaryEventsAmt
Net Income Summary	-$158,487	NetIncomeSummaryAmt

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
93 COTTAGE STREET	BAR HARBOR	ME	04609	016000061	GOV'T	$88,510	SUPPORT
CONNECTICUT UNITED FOR RESEARCH EXCELLENCE
350 CHURCH ST 3RD FLOOR	HARTFORD	CT	06103	061304212	501(C)(3)	$20,000	SUPPORT SUPPORT
HANCOCK COUNTY SHERIFF
50 STATE STREET	ELLSWORTH	ME	04605	016000006	GOV'T	$7,500	SUPPORT SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS/STIPENDS	GrantTypeTxt
Recipient	413	RecipientCnt
Cash Grant	$1,453,480	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 LABORATORY PROVIDED CONNECTICUT UNITED FOR RESEARCH EXCELLENCE WITH MEMBERSHIP DUES THAT THE ORGANIZATION TREATS AS A CONTRIBUTION. THE LABORATORY PROVIDED HANCOCK COUNTY SHERIFF ASSISTANCE WITH PURCHASING AND TRAINING A K-9 UNIT THAT WAS COMPLETED BY JUNE 2016. 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 (13 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	$581,952	$0	$50,000	$0	$40,207	$0	$199,500	$0	$21,428	$0	$893,087	$0	$0	$0
EDISON T LIU MD
PRESIDENT & CEO	$745,050	$0	$200,000	$0	$94,223	$0	$301,500	$0	$26,298	$0	$1,367,071	$0	$0	$0
S CATHERINE LONGLEY
CHIEF FINANCIAL OFFICER	$142,715	$0	$0	$0	$9,875	$0	$44,375	$0	$3,501	$0	$200,466	$0	$0	$0
ROBERT E BRAUN PHD
VICE PRESIDENT RESEARCH	$337,913	$0	$10,000	$0	$37,281	$0	$29,749	$0	$1,357	$0	$416,300	$0	$0	$0
KENNETH H FASMAN
VICE PRESIDENT FOR RESEARCH	$362,710	$0	$39,600	$0	$2,296	$0	$87,700	$0	$28,704	$0	$521,010	$0	$0	$0
CHARLES LEE PHD FACMG
SCIENTIFIC DIRECTOR, JAX GM	$277,113	$0	$49,934	$0	$6,378	$0	$76,434	$0	$29,338	$0	$439,197	$0	$0	$0
AUROBINDO NAIR
GENERAL MANAGER, JMCRS	$417,548	$0	$100,000	$0	$14,599	$0	$166,500	$0	$27,051	$0	$725,698	$0	$0	$0
NADIA A ROSENTHAL
SCIENTIFIC DIRECTOR, JAX GM	$391,237	$0	$23,748	$0	$751	$0	$55,846	$0	$239	$0	$471,821	$0	$0	$0
JACQUES F BANCHEREAU PHD
PROFESSOR	$354,487	$0	$35,000	$0	$3,587	$0	$61,500	$0	$10,034	$0	$464,608	$0	$0	$0
BRIAN R LESLIE
GENERAL COUNSEL	$367,203	$0	$87,500	$0	$1,242	$0	$114,000	$0	$18,429	$0	$588,374	$0	$0	$0
KRISTEN B ROZANSKY
VICE PRESIDENT, DEV & COMMUN	$189,796	$0	$32,966	$0	$265,839	$0	$22,562	$0	$14,391	$0	$525,554	$0	$0	$0
KATHY L VANDEGRIFT
ASSOCIATE GM FINANCE & OP	$288,614	$0	$60,500	$0	$8,143	$0	$81,500	$0	$21,644	$0	$460,401	$0	$0	$0
GEORGE M WEINSTOCK
DIRECTOR, MICROBIAL GENOMICS	$329,056	$0	$20,000	$0	$6,666	$0	$46,500	$0	$9,870	$0	$412,092	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 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, DISABILITIY, 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. EFFECTIVE IN 2015, THE LABORATORY CHANGED ITS MATCHING CONTRIBUTIONS TO PARTICIPANT ACCOUNTS IN ITS SECTION 403B RETIREMENT PLAN (THROUGH AN ANNUAL "TRUE UP" PROCESS) TO REFLECT COMPENSATION PAID TO PARTICIPANTS FOR THE FULL PLAN YEAR.
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 $75,000 EXECUTIVE VICE PRESIDENT/COO $123,000 GENERAL MANAGER, JMCRS $40,000
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.

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	$1,920,000	$0	$42,460,000	$0	$0	$0	$0	$0	$0	$0	$42,460,000	$0	2002	Yes (true)	false	Yes (true)	Yes (true)
B	$1,550,000	$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	Yes (true)	false	false	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 B - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 01/05/2016 BY AMTEC (REFLECTING ACTIVITY THROUGH 10/31/2015).

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MADELEINE BRAUN PHD
KEY EMPLOYEE - R. BRAUN	$305,228	EMPLOYMENT - FAMILY MEMBER	false
ALAN SAWYER
KEY EMPLOYEE - N ROSENTHAL	$142,701	EMPLOYMENT - FAMILY MEMBER	false

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	30	ContributionCnt
Noncash Contributions Rpt F990	$740,044	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 (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	4.1666% JAX PARTNERS	2	$18,204	FMV
Yes (X)	5.5556% JAX PARTNERS II	1	$99,661	FMV
Yes (X)	PIANO	1	$9,500	FMV
Yes (X)	OTHER GIFT IN KIND	1	$250	FMV

Field	Value	IRS element (for citing)
Form8283 Received	2	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 (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SUMMARY	FORM 990, PART I, LINE 1 THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE ADN EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN ITS SHARED QUEST TO IMPROVE HUMAN HEALTH.
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 IN 2016, OVER 130 COMMON LABORATORY STRAINS OF JAX MICE WERE DISTRIBUTED TO OVER 23,600 RESEARCHERS AT MORE THAN 1,300 INSTITUTIONS IN 52 COUNTRIES TO SUPPORT RESEARCHERS SEEKING CURES FOR THE WORLDS MOST PREVALENT HUMAN DISEASES AND BRINGING THERAPIES TO PATIENTS. THE IDENTIFICATION OF RARE GENETIC DEVIANTS IN MICE ASSISTS IN UNDERSTANDING THE GENETIC ETIOLOGY HUMAN DISEASE; IN 2016, 20 MUTANT MICE WERE IDENTIFIED AS GENETICALLY DEVIANT, PROVIDING POTENTIAL NEW RESEARCH MODELS FOR HUMAN DISEASE. THE LABORATORY MOUSE REPOSITORY, PRODUCTION AND RESEARCH SERVICES COLLECTS DATA CONCERNING THE ETHICAL CARE AND DEVELOPMENT OF MOUSE MODELS, WHICH ENHANCES KNOWLEDGE SHARED WITH THE GLOBAL RESEARCH COMMUNITY. IN 2016, THESE DATA WERE SHARED THROUGH 130 EDUCATIONAL SEMINARS AND WITH MORE THAN 10,000 RESEARCHERS VIA THE LABORATORYS WEBSITE. THESE DATA ARE ALSO SHARED VIA PEER-REVIEWED PUBLICATIONS AND PUBLICLY ACCESSIBLE DATABASES, INCLUDING THE MOUSE PHENOME (MPD) AND THE MOUSE TUMOR BIOLOGY (MTB) DATABASES, WHICH CURRENTLY CONTAIN MORE THAN 1.2 MILLION INDIVIDUAL DATA POINTS, INCLUDING OVER 4,800 DIFFERENT PHENOTYPIC MEASUREMENTS (TRAITS). IN 2016, 476 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. FOR THE HUMAN GENOME, THE LABORATORY MAKES MATERIALS PUBLIC THROUGH THE JAX CLINICAL KNOWLEDGE BASE (CKB) ENABLING INTERPRETATION OF GENOMIC CANCER PROFILES, AND IS A RESOURCE FOR CLINICIANS AND TRANSLATIONAL RESEARCHERS. ACCEPTANCE AND USAGE OF CKB HAS BEEN STEADILY INCREASING; AT THE END OF 2016, OVER NINE THOUSAND USERS FROM 89 COUNTRIES HAD ACCESSED THE CKB. 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 INCLUDING A FIVE-YEAR, $2.4 MILLION GRANT BY THE NATIONAL INSTITUTE ON DRUG ABUSE TO PINPOINT GENETIC VARIANTS THAT INCREASE SUSCEPTIBILITY TO ADDICTION. THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE PROVIDED FUNDING TOTALING $1.2 MILLION TO DEVELOP MOUSE MODELS FOR INHERITED PERIPHERAL NEUROPATHIES AND NEURODEGENERATIVE DISEASES. ALSO, THE NATIONAL INSTITUTE ON DEAFNESS AND OTHER COMMUNICATION DISORDERS AWARDED THE LABORATORY A $1.9 MILLION GRANT. THE LABORATORY RECEIVED A $3.2 MILLION FEDERAL RESEARCH GRANT TO DEVELOP ADJUVANTS TO IMPROVE THE EFFICACY OF VACCINES IN ELDERLY AND IMMUNOCOMPROMISED PATIENTS. ADDITIONALLY THE NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES MADE A FIVE YEAR, $3.3 MILLION GRANT TO STUDY MYALGIC ENCEPHALOMYELITIS, THE CONDITION MORE GENERALLY KNOWN AS CHRONIC FATIGUE SYNDROME. A $1.8 MILLION GRANT FROM THE NATIONAL INSTITUTE OF GENERAL MEDICAL SCIENCES WILL FUND THE DEVELOPMENT OF NEW COMPUTATIONAL TOOLS TO ANALYZE GENOMIC DATA TO UNDERSTAND HOW MULTIPLE GENES INTERACT IN COMPLEX DISEASES. A FOUR-YEAR, $3.4 MILLION NIH GRANT TO THE LABORATORY WILL ASSIST WITH DEVELOPING NEW DATA RESOURCES AND MOUSE MODELS TO BETTER UNDERSTAND MENDELIAN GENETIC DISORDERS. THE LABORATORY RECEIVED ADDITIONAL NIH FUNDING OF $10.5 MILLION TO CONTINUE THE MAINTENANCE AND DEVELOPMENT OF THE GENE EXPRESSION DATABASE. THREE MULTI-YEAR GRANTS TOTALING $55 MILLION, FROM THE NATIONAL INSTITUTES OF HEALTH, LAUNCHED NEW CENTERS FOR THE STUDY OF ALZHEIMERS DISEASE AND ADDICTION, AND FOR THE NEXT PHASE OF THE KNOCKOUT MOUSE PROJECT TO UNDERSTAND GENE FUNCTION. NEW COLLABORATIVE RESEARCH PROJECTS WERE LAUNCHED IN THE FIELD OF ALZHEIMERS RESEARCH. THE LABORATORY AND INDIANA UNIVERSITY COLLABORATORS SECURED A FIVE-YEAR, $25 MILLION FEDERAL GRANT TO SUPPORT THE NEW CENTER, WHICH WILL DEVELOP PRECISION MODELS FOR ALZHEIMERS DISEASE RESEARCH. EDUCATION AND TRAINING IN 2016 THE LABORATORY, IN COLLABORATION WITH OTHER INSTITUTIONS, DIRECTED THE WHOLE SCIENTIST WORKSHOP AS PART OF THE ANNUAL SOCIETY FOR THE ADVANCEMENT OF CHICANOS AND NATIVE AMERICANS IN SCIENCE CONFERENCE IN LONG BEACH, CALIFORNIA. THE WORKSHOP INCLUDED 78 PARTICIPANTS, 95% OF WHOM WERE MINORITIES UNDER-REPRESENTED IN THE BIOMEDICAL SCIENCES. THE LABORATORYS CONTINUING AND CLINICAL EDUCATION TEAM IN COLLABORATION WITH OTHER INSTITUTIONS RELEASED A NEW MODULE, "PRECISION MEDICINE FOR YOUR PRACTICE: SOMATIC CANCER PANEL TESTING", FOCUSING ON BENEFITS AND LIMITAIONS OF TESTING CANCER CELLS FOR VARIANTS IN LARGE NUMBERS OF GENES ASSOCIATED WITH TARGETED TREATMENT OPTIONS. NINETY NINE INDIVIDUALS REGISTERED FOR THE FIRST MODULE AND 55 INDIVIDUALS REGISTERED FOR THE SECOND MODULE. THE THIRD MODULE WAS RELEASED AT THE END OF THE FOURTH QUARTER OF 2016. THE LABORATORY ORGANIZED 30 IN-PERSON COURSES, WORKSHOPS, SYMPOSIA AND CONFERENCES FOR GRADUATE AND POST-DOCTORAL STUDENTS, RESEARCH ASSISTANTS, AND ADVANCED UNDERGRADUATE STUDENTS IN GENETICS AND GENOMICS. 2016 PARTICIPATION GREW 13% WITH OVER 1200 PARTICIPANTS. THE LABORATORY HOSTED THE 2016 SUMMER STUDENT PROGRAM (SSP) IN WHICH STUDENTS CONDUCTED INDEPENDENTLY MENTORED RESEARCH PROJECTS WITH SCIENTISTS. ADDITIONALLY THE SSP INCLUDED SUPPLEMENTAL PROGRAMS IN ETHICAL, LEGAL AND SOCIAL ISSUES IN GENETICS RESEARCH, PROFESSIONAL SEMINARS DELIVERED BY ALUMNI OF THE PROGRAM AND A WEEKLY PROGRAM LED BY POSTDOCTORAL STUDENTS. IN 2016, IN COLLABORATION WITH THE AMERICAN SOCIETY OF HUMAN GENETICS, THE LABORATORY HELD A WORKSHOP WITH THE GENOMICS OFFICE OF THE CONNECTICUT DEPARTMENT OF PUBLIC HEALTH AND THE CONNECTICUT NURSES ASSOCIATION. TOPICS COVERED CANCER GENETICS SKILLS, INCLUDING FAMILY HISTORY RISK ASSESSMENT, PATIENT COMMUNICATION AND COUNSELING, AND DECISION-MAKING REGARDING GENETIC REFERRAL AND GENETIC TESTING.
SIGNIFICANT CHANGES TO BYLAWS	FORM 990, PART VI, SECTION A, LINE 4 THE MISSION OF THE JACKSON LABORATORY HAS BEEN REVISED TO PROVIDE ADDITIONAL TRANSPARENCY REGARDING THE ORGANIZATION'S KEY OBJECTIVES AND PURPOSE. THE REVISED MISSION STATEMENT IS REFLECTED IN FORM 990, PART III, LINE 1. IN CONCERT WITH THIS REVISION, THE BYLAWS OF THE JACKSON LABORATORY HAVE BEEN REVISED TO MODERNIZE AND IMPROVE THE GOVERNANCE STRUCTURE. THE REVISIONS TO THE BYLAWS INCLUDE THE FOLLOWING: -ALL TRUSTEES WHO SERVE AS ELECTED OFFICERS OF THE BOARD SHOULD BE RECOGNIZED AS MEMBERS OF THE EXECUTIVE COMMITTEE. -MEMBERS OF THE BOARD OF TRUSTEES CAN NOW BE REELECTED WHO EXCEED A CERTAIN AGE LIMIT IN SUCH CASES WHERE AN INDIVIDUAL CLEARLY POSSESSES UNUSUAL SKILLS, KNOWLEDGE AND/OR EXPERIENCE NEEDED BY THE BOARD AT A PARTICULAR POINT IN TIME. -THE MAXIMUM NUMBER OF TRUSTEES HAS BEEN INCREASED FROM 27 TO 30.
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 15B THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, THE VICE PRESIDENT OF RESEARCH, THE VICE PRESIDENT OF EXTERNAL AFFAIRS AND STRATEGIC PARTNERSHIPS, THE CHIEF FINANCIAL OFFICER AND EQUIVALENT POSITIONS AS WELL AS ANY OTHER EMPLOYEES OF THE LABORATORY WHO WOULD BE CONSIDERED 'INSIDERS'DISQUALIFIED PERSONS' WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS RULES UNDER THE INTERNAL REVENUE CODE. 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.
OFFICERS & KEY EMPLOYEES	PART VII THE LABORATORY DISCLOSES COMPENSATION INFORMATION FOR OFFICERS WITH DECISION-MAKING AND BUDGET AUTHORITY PURSUANT TO THE CORPORATIONS BYLAWS AND BOARD RESOLUTIONS. THE LABORATORY ALSO DISCLOSES KEY EMPLOYEES THAT MEET THE RESPONSIBILITY TEST AND COMPENSATION REPORTING THRESHOLD PURSUANT TO THE INSTRUCTIONS OF THE FORM 990. THE LABORATORY STRIVES FOR TRANSPARENT REPORTING AS DEMONSTRATED BY MAKING ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AS WELL AS FOR FULL COMPLIANCE WITH ALL TAX REPORTING REQUIREMENTS. 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 990,086 FAIR MARKET VALUE ADJUSTMENT ON LOANS 7,748,230 TOTAL 8,738,316