THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY (EIN 23-6434390)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201642249349302759
- Schema version
- 2015v2.1
- 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 J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T15:00:34-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236434390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIST | BusinessNameControlTxt |
| Phone | 2158989910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191044265 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph G Trainor | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2154956922 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joseph G Trainor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,754,576 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wistar.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1892 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Biomedical research with special expertise in cancer research and vaccine development. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 382 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $108,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$129,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,654,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,984,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,108,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,295,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,964,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,248,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,232,000 | PYOtherRevenueAmt |
| CY Other Revenue | $41,710,000 | CYOtherRevenueAmt |
| PY Total Revenue | $68,958,000 | PYTotalRevenueAmt |
| CY Total Revenue | $92,237,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,573,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,233,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $628,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,335,000 | PYOtherExpensesAmt |
| CY Other Expenses | $32,923,000 | CYOtherExpensesAmt |
| PY Total Expenses | $57,908,000 | PYTotalExpensesAmt |
| CY Total Expenses | $59,156,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,050,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,081,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $241,477,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,442,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,752,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,735,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $160,725,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $193,707,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Wistar Institute is to marshal the talents of outstanding scientists through a highly enabled culture of biomedical collaboration and innovation in order to solve some of the world's most challenging and important problems in the field of cancer and immunology, and produce ground-breaking advances in world health. Consistent with a pioneering legacy of leadership in not-for-profit biomedical research and a track-record of life-saving contributions in immunology and cell biology, The Wistar Institute aims to pursue novel and courageous research paths to life science discovery, and to accelerate/potentiate the impact of those discoveries by shortening the path from bench to bedside. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,505,000 | ExpenseAmt |
| Revenue | $3,295,000 | RevenueAmt |
| Desc | Wistar recognizes that collaboration is one of its traditional strengths, which is why the Institute takes a team science approach to translating basic scientific discoveries into practical therapies. Researchers at the Institute operate within the framework of one of the Cancer Center's program cores, and they benefit from the Shared Resource facilities that advance research by providing essential technical support and instrumentation. Wistar's strength in cancer research and vaccine development, combined with the ability to move advances from the laboratory to the clinic as quickly as possible, have led to vaccines against rubella, rabies and rotavirus. Wistar's current research on targeted therapies in melanoma, tumor immunology and translational research are leading to significant developments in cancer medicine. Committed to improving health, eradicating disease, and expanding the boundaries of knowledge through research and training, the Institute works actively to ensure research advances are aimed at curing disease and improving public health. The Wistar Institute Cancer Center has a history of significant advances in cancer genetics, cancer biology, tumor immunology, and virology, and merges basic cancer research with translational advances toward cancer prevention, diagnosis, and therapy. Cancer Center scientists conduct research on gene expression and regulation, | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,505,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 382 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | 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 | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph G Trainor CFO | PersonNm |
| Phone | 2154956922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191044265 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Elizabeth McKee Anderson | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Van Billet | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robert S Blank | ||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Douglas S Briggs | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ira Brind | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald Caplan | ||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Brian H Dovey | ||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel K Fitzpatrick | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robert A Fox | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| George W Gephart | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| L Patrick Gage | ||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph A Goldblum | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Richard M Horowitz | ||||||||
| Trustee | 4.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Herbert Kean | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Perry Lerner | ||||||||
| Trustee | 1 | Yes (X) | $0 | $0 | $0 | |||
| Maida Milone | ||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Susan S McDonald | ||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Abraham L Morris | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Albert Ominsky | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Arthur M Pappas | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Vincent Price | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Helen P Pudlin | ||||||||
| Trustee | 5.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Samuel V Rhoads | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robert H Rock | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gerald B Rorer | ||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Adele K Schaeffer | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Paul J Schmitt | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Milton S Schneider | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| William A Slaughter Esq | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Judith S Soltz | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David V Wachs | ||||||||
| Trustee | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel H Wheeler Esq | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Edward Ziff PhD | ||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Mark L Greenberg | ||||||||
| PhD (Term expired in February 2015) | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Dario Altieri MD | ||||||||
| President & CEO | 55 | 0 | $396,370 | $0 | $36,989 | Yes (X) | ||
| Russel Kaufman MD | ||||||||
| President and CEO until March, 2015 | 55 | 0 | $691,160 | $0 | $48,535 | Yes (X) | ||
| Elizabeth OBrien Esquire | ||||||||
| VP for Legal and External Affairs | 55 | 0 | $272,668 | $0 | $55,159 | Yes (X) | ||
| Anita Pepper PhD | ||||||||
| Vice President, Institutional Advancement | 55 | 0 | $15,968 | $0 | $2,065 | Yes (X) | ||
| Heather A Steinman PhD | ||||||||
| VP for Business Develop & E. D. Tech | 55 | 0 | $178,847 | $0 | $30,011 | Yes (X) | ||
| Alan Stiles | ||||||||
| Chief Operating Officer | 55 | 0 | $271,291 | $0 | $55,100 | Yes (X) | ||
| Joseph Trainor CPA | ||||||||
| Chief Financial Officer | 55 | 0 | $226,859 | $0 | $52,732 | Yes (X) | ||
| Dmitry I Gabrilovich MD PhD | ||||||||
| Professor | 55 | 0 | $265,695 | $0 | $25,978 | Yes (X) | ||
| Hildegund C J Ertl MD | ||||||||
| Professor | 55 | 0 | $229,920 | $0 | $41,370 | Yes (X) | ||
| Meenhard Herlyn DVM DSc | ||||||||
| Professor | 55 | 0 | $234,832 | $0 | $55,395 | Yes (X) | ||
| Frank Rauscher PhD | ||||||||
| Professor | 55 | 0 | $255,328 | $0 | $32,245 | Yes (X) | ||
| David W Speicher PhD | ||||||||
| Professor | 55 | $229,545 | $0 | $46,068 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,268,483 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $481,647 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| L F Driscoll Company | ||||||
| 9 Presidential Blvd | P O Box 468 | Bala Cynwyd | PA | 19004 | Construction Management | $445,592 |
| The Arthur Jackson Company | ||||||
| 1500 Market St | Philadelphia | PA | 19102 | Janitorial Services | $563,471 | |
| Allied Barton Security Services | ||||||
| 161 Washington Street | Suite 600 | Conshohocken | PA | 19428 | Security Services | $419,351 |
| Cambridge Computer Services Inc | ||||||
| 2021 Arch St | Philadelphia | PA | 19103 | Computer Services | $248,363 | |
| Ballinger | ||||||
| 833 Chestnut Street Suite 1400 | Philadelphia | PA | 19107 | Architect & Engineer | $237,823 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $569,000 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $29,830,000 | GovernmentGrantsAmt |
| All Other Contributions | $15,585,000 | AllOtherContributionsAmt |
| Noncash Contributions | $539,471 | NoncashContributionsAmt |
| Total Contributions | $45,984,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Research Contract Revenue | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $3,295,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,295,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,295,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,830,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,830,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,604,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,604,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $108,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$53,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$53,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,596,576 | SecuritiesAmt |
| Other | $75,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,253,576 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,657,000 | SecuritiesAmt |
| Other | $75,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,582,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,582,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $110,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $569,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $156,000 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$46,000 | 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Sale of Specialized Services | 541700 | $108,000 | $0 | $108,000 | $0 |
| PECO refund | 900099 | $42,000 | $0 | $0 | $42,000 |
| PA sales & use tax refunds | 900099 | $29,000 | $0 | $0 | $29,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,237,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,295,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $108,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,850,000 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,334,000 | TotalAmt |
| Program Services | $390,000 | ProgramServicesAmt |
| Management And General | $1,926,000 | ManagementAndGeneralAmt |
| Fundraising | $18,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,753,000 | TotalAmt |
| Program Services | $12,495,000 | ProgramServicesAmt |
| Management And General | $5,161,000 | ManagementAndGeneralAmt |
| Fundraising | $97,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,895,000 | TotalAmt |
| Program Services | $1,334,000 | ProgramServicesAmt |
| Management And General | $551,000 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012,000 | TotalAmt |
| Program Services | $2,120,000 | ProgramServicesAmt |
| Management And General | $876,000 | ManagementAndGeneralAmt |
| Fundraising | $16,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,000 | TotalAmt |
| Program Services | $872,000 | ProgramServicesAmt |
| Management And General | $360,000 | ManagementAndGeneralAmt |
| Fundraising | $7,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,000 | TotalAmt |
| Management And General | $371,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,000 | TotalAmt |
| Management And General | $87,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,000 | TotalAmt |
| Management And General | $67,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,000 | TotalAmt |
| Management And General | $366,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,000 | TotalAmt |
| Program Services | $231,000 | ProgramServicesAmt |
| Management And General | $1,052,000 | ManagementAndGeneralAmt |
| Fundraising | $368,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,000 | TotalAmt |
| Program Services | $16,000 | ProgramServicesAmt |
| Management And General | $57,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
| Management And General | $292,000 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,000 | TotalAmt |
| Program Services | $138,000 | ProgramServicesAmt |
| Management And General | $127,000 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,774,000 | TotalAmt |
| Program Services | $3,550,000 | ProgramServicesAmt |
| Management And General | $201,000 | ManagementAndGeneralAmt |
| Fundraising | $23,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,000 | TotalAmt |
| Program Services | $261,000 | ProgramServicesAmt |
| Management And General | $113,000 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683,000 | TotalAmt |
| Program Services | $1,579,000 | ProgramServicesAmt |
| Management And General | $92,000 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,858,000 | TotalAmt |
| Program Services | $6,436,000 | ProgramServicesAmt |
| Management And General | $372,000 | ManagementAndGeneralAmt |
| Fundraising | $50,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,000 | TotalAmt |
| Management And General | $246,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subawards | $8,961,000 | $8,961,000 | $0 | $0 |
| Lab supplies and equipment agreements | $7,512,000 | $6,858,000 | $644,000 | $10,000 |
| Allocation of O & M exp | $0 | $1,246,000 | -$1,246,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $308,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,156,000 | TotalAmt |
| Program Services | $46,505,000 | ProgramServicesAmt |
| Management And General | $12,023,000 | ManagementAndGeneralAmt |
| Fundraising | $628,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,000 | BOYAmt |
| EOY | $18,983,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,000 | BOYAmt |
| EOY | $21,000,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,217,000 | BOYAmt |
| EOY | $11,074,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,132,000 | BOYAmt |
| EOY | $9,490,000 | 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 | $35,000 | BOYAmt |
| EOY | $90,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,000 | BOYAmt |
| EOY | $864,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,062,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,077,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,066,000 | BOYAmt |
| EOY | $111,985,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,425,000 | BOYAmt |
| EOY | $60,366,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,911,000 | BOYAmt |
| EOY | $17,200,000 | 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 | $17,364,000 | BOYAmt |
| EOY | $16,390,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,477,000 | BOYAmt |
| EOY | $267,442,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,683,000 | BOYAmt |
| EOY | $12,385,000 | 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 | $1,397,000 | BOYAmt |
| EOY | $1,866,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,428,000 | BOYAmt |
| EOY | $53,036,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,000 | BOYAmt |
| EOY | $81,000 | 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 | $7,993,000 | BOYAmt |
| EOY | $6,367,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,752,000 | BOYAmt |
| EOY | $73,735,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,996,000 | BOYAmt |
| EOY | $150,167,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,998,000 | BOYAmt |
| EOY | $14,306,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,731,000 | BOYAmt |
| EOY | $29,234,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,725,000 | BOYAmt |
| EOY | $193,707,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,477,000 | BOYAmt |
| EOY | $267,442,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,081,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$904,000 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $805,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $68,019,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,565,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,506,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,654,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,984,000 | CurrentTaxYearAmt |
| Total | $240,728,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,019,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,565,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,506,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,654,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,984,000 | CurrentTaxYearAmt |
| Total | $240,728,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $240,728,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,332,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,849,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,284,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,105,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,489,000 | CurrentTaxYearAmt |
| Total | $120,059,000 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,000 | CurrentTaxYearAmt |
| Total | $145,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $360,932,000 | TotalSupportAmt |
| Public Support CY170 | 0.66696 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73042 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 8 | $41,604,000 royalties, $2,465,000 interest/dividend, and $55,000 rent. |
| Schedule A, Part II, Line 10 | $97,000 miscellaneous income (including vendor refunds/rebates, sales and use tax refunds) |
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) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $67,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $67,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The Wistar Institute engaged the services of several lobbying firms whose responsibilities are to provide government relations services to The Wistar Institute at the federal and state level with regard to both regulatory and legislative issues. Duties include monitoring and tracking legislation which may be of interest to the Wistar Institute and assisting in finding funding sources for programs. In addition, a number of Wistar staff participate in government affairs advocacy on a fairly regular basis (e.g. visits to Congressional offices to advocate for increases in the NIH budget). We also occasionally ask our board, employees or friends/volunteers to write letters or call their representatives regarding legislation that may impact Wistar. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,352,000 | BeginningYearBalanceAmt |
| Contributions | $129,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $848,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $17,652,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,076,000 | BeginningYearBalanceAmt |
| Contributions | $1,585,000 | ContributionsAmt |
| Investment Earnings Or Losses | $347,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $656,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $18,352,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,462,000 | BeginningYearBalanceAmt |
| Contributions | $1,537,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,563,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $486,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $17,076,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,084,000 | BeginningYearBalanceAmt |
| Contributions | $247,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,555,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $424,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $13,462,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,652,000 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$214,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $404,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,084,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $685,000 | OtherCostOrOtherBasisAmt |
| Book Value | $685,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $90,850,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,022,000 | DepreciationAmt |
| Book Value | $63,828,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $76,326,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,052,000 | DepreciationAmt |
| Book Value | $47,274,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $201,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,000 | DepreciationAmt |
| Book Value | $198,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $111,985,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $17,200,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,200,000 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Beneficial Interest in perpetual trusts | $16,215,000 |
| Beneficial Interest in charitable remainder trust | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,390,000 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Expense | $4,868,000 |
| Interest Rate Swap | $1,499,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,367,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,929,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$904,000 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $440,000 | OtherRevenueAmt |
| Revenue Not Reported | -$464,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,393,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$156,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$156,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,237,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,947,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $156,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $156,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,791,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $365,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $365,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,156,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | Collections consist of Family Memorabilia and other artifacts which are not used in the Institute's operations. |
| Schedule D, Part III, Line 4 | The Institute's collections constitute a history of medical science in Philadelphia and the history of vaccine development. The museum collections are tied to our deeds of trust and have significant historical value, as Wistar was established as the first independent nonprofit biomedical research Institute in the country. |
| Schedule D, Part V, Line 4 | Management determines the prudent use for the endowment funds for general purposes and to support research and training programs as specified by the various endowment programs. |
| Schedule D, Part X, Line 2 | The institute is a non-for-profit institute which has been determined by the Internal Revenue Service to be exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code (IRC). The Institute accounts for uncertainties in income taxes in accordance with authoritative guidance, which prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management believes that there were no tax uncertainties that met the recognition threshold for the years ended December 31, 2014 and 2015. |
| Schedule D, Part XI, Line 2d | Investment advisory fee = ($365,000), loss on split-interest agreements = ($977,000), Change in cash surrender value of life insurance policies = $15,000, pension-net gain = $1,535,000, interest rate swap-net gain = $232,000 |
| Schedule D, Part XI, Line 4b | Fundraising expenses = ($156,000) |
| Schedule D, Part XII, Line 2d | Fundraising event expenses are offset against revenues for the IRS 990. |
| Schedule D, Part XII, Line 4b | Investment advisory fee = $365,000 (offset against revenues in statements). |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,337,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $13,337,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 1 | FormAndLineReferenceDesc |
| Explanation | Hedge Funds | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Taxin Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $192,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $169,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $28,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,000 | OtherDirectExpensesEvent1Amt |
| Event2 | Wistar Gala | Event2Nm |
| Gross Receipts Event2 | $487,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $400,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $87,000 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $50,000 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $11,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $47,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $679,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $569,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $110,000 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $156,000 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,000 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russel Kaufman MD | ||||||||||||
| President and CEO until March, 2015 | $541,682 | $0 | $100,000 | $0 | $49,478 | $0 | $34,450 | $0 | $14,085 | $0 | $739,695 | $0 |
| Dario Altieri MD | ||||||||||||
| President & CEO | $389,605 | $0 | $5,000 | $0 | $1,765 | $0 | $34,450 | $0 | $2,539 | $0 | $433,359 | $0 |
| Elizabeth OBrien Esquire | ||||||||||||
| VP for Legal and External Affairs | $218,896 | $0 | $10,000 | $0 | $43,772 | $0 | $28,112 | $0 | $27,047 | $0 | $327,827 | $0 |
| Heather A Steinman PhD | ||||||||||||
| VP for Business Develop & E. D. Tech | $178,704 | $0 | $0 | $0 | $143 | $0 | $20,930 | $0 | $9,081 | $0 | $208,858 | $0 |
| Alan Stiles | ||||||||||||
| Chief Operating Officer | $236,587 | $0 | $10,000 | $0 | $24,704 | $0 | $30,123 | $0 | $24,977 | $0 | $326,391 | $0 |
| Joseph Trainor CPA | ||||||||||||
| Chief Financial Officer | $196,166 | $0 | $15,000 | $0 | $15,693 | $0 | $26,100 | $0 | $26,632 | $0 | $279,591 | $0 |
| Dmitry I Gabrilovich MD PhD | ||||||||||||
| Professor | $259,082 | $0 | $6,000 | $0 | $613 | $0 | $0 | $0 | $25,978 | $0 | $291,673 | $0 |
| Hildegund C J Ertl MD | ||||||||||||
| Professor | $228,446 | $0 | $0 | $0 | $1,473 | $0 | $28,203 | $0 | $13,167 | $0 | $271,289 | $0 |
| Meenhard Herlyn DVM DSc | ||||||||||||
| Professor | $232,395 | $0 | $0 | $0 | $2,437 | $0 | $29,560 | $0 | $25,835 | $0 | $290,227 | $0 |
| Frank Rauscher PhD | ||||||||||||
| Professor | $226,449 | $0 | $0 | $0 | $28,878 | $0 | $27,421 | $0 | $4,824 | $0 | $287,572 | $0 |
| David W Speicher PhD | ||||||||||||
| Professor | $227,443 | $0 | $0 | $0 | $2,101 | $0 | $28,405 | $0 | $17,663 | $0 | $275,612 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Schedule J, Part 1, Line 1a - Tax Indemnification and gross-up payments - for tuition benefits. discretionary spending account - travel and auto allowance for CEO only. Housing allowance for CEO only. Social club dues for CEO only. All amounts included in taxable compensation. |
| Schedule J, Part I, Line 1b | Schedule J, Part 1, Line 1b - Tax Indemnification and gross-up payments - yes written policy provided: Discretionary spending account, housing allowance, and social club dues are provided via employment contract with CEO. |
| Schedule J, Part I, Line 7 | Schedule J, Part 1, Line 7 - Non-fixed payments, in the form of bonuses (revenue is not a basis for a bonus), are approved by the board compensation committee. The bonuses are based on performance (including leadership). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philadelphia Authority for | BusinessNameLine1Txt |
| Business Name Line2 | Industrial Development | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232237287 | BondIssuerEIN |
| Bond Issued | 2011-07-29 | BondIssuedDt |
| Issue Price | $55,000,000 | IssuePriceAmt |
| Purpose | Capital project financing | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,965,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $55,000,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $919,000 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $519,000 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $53,562,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Citizens Bank of Pennsylvania | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $539,471 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 9 | The number reported in column (b) line 9 is the number of contributions. |
| Schedule M, Part I, Line 32b | Brokerage services are used to facilitate the process of selling non-cash (stock) contributions. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | molecular and cellular oncogenesis, tumor microenvironment and metastasis, and translational tumor immunology. Its accomplishments include the identification of genes associated with breast, lung, and prostate cancer, the development of monoclonal antibodies used to study the pathways and proteins involved in tumor formation, and significant contributions to improved cancer treatments and diagnostic tests. The Wistar Institute Vaccine Center is focused on immunology, virology, vaccine development, and other research disciplines to improve public health through the creation of new and improved vaccines, in the U. S. and around the globe. The Wistar Institute has a proven record of success in vaccine development, having created the standard-of-care protections against rubella, rabies, and rotavirus. Our laboratories are dedicated to accelerating DNA-based vaccine technology, and is collaborating with established national and international academic, industry, and government partners to explore infectious diseases like Zika virus, Influenza, HIV, MERS, Ebola, CHIKV, and new emerging diseases, as well as combination therapies for ovarian, prostate, and other cancers. Lastly, dedication to education and training has always been central to The Wistar Institute's mission. In the past decade alone, nearly 1,000 promising researchers, including predoctoral students, postdoctoral fellows, and visiting scientists were trained at Wistar. This mission includes encouraging young people to consider careers in science. The Institute has also made providing science and cancer education to high school students and underserved populations in the community a priority. Wistar often hosts scientific conferences and symposia including preeminent scientists presenting original new research as well as community events and public health forums aimed at educating the public on the latest in cancer science and prevention and to stimulating learning and discussion. On July 13, 2016, the National Institutes of Health (NIH) announced the Martin Delaney Collaboratories for HIV Cure Research grant award of nearly $23 million to the BEAT-HIV: Delaney Collaboratory to Cure HIV-1 Infection by Combination Immunotherapy (BEAT-HIV Delaney), a consortium of top HIV researchers led by co-principal investigators at The Wistar Institute. The Philadelphia-based BEAT-HIV Delaney project is one of six grants awarded by the Delaney initiative, joining a highly-selective group of U.S.-led teams charged with advancing the global efforts to develop a cure for HIV. |
| Form 990, Part VI, Section A, Line 2 | Daniel Wheeler (Trustee) and Robert Fox (Trustee) have a family relationship. Robert Fox (Trustee) and Richard Horowitz (Trustee) have a business relationship. |
| Form 990, Part VI, Section A, Line 7a | The Academy of Natural Sciences at Drexel University and the Wistar Family have the right to designate representation to the Board of Trustees. The University of Pennsylvania approves appointments to the Board of Trustees under the Institute's founding deeds of trust. |
| Form 990, Part VI, Section B, Line 11b | The Audit Committee of the Board of Trustees reviews the 990 prior to filing the return. Also, prior to submission, the Institute posts a copy to the Board's website and notifies members of its availability for their information. |
| Form 990, Part VI, Section B, Line 12c | Annually covered persons are required to submit Conflict of Interest Disclosures which are reviewed by management. Covered persons include the Wistar Institute's trustees, officers, "key employees," and the next 5 highly compensated employees. If an individual has any power or influence to approve or disapprove a contract or transaction proposed to be entered into between the institute and any entity or person having a significant relationship o that individual, that individual has a potential conflict of interest and may not participate in the process leading to the approval or disapproval of the contract or transaction unless underlying facts giving rise to the potential conflict of interest are disclosed and approval for participation is obtained. In the case of the Board of Trustees, no individual with a potential conflict of interest with respect to a contract or transaction or any other conflict of interest may vote to approve or disapprove the contract or transaction. |
| Form 990, Part VI, Section B, Line 15 | The Board of Trustees has delegated authority to oversee the compensation paid to the organization's executives to the Executive Evaluation and Compensation Committee made up exclusively of independent members of the board of Trustees. The Committee follows the procedures set forth in the IRS regulations under Section 4958 in making compensation decisions. In particular, the committee annually conducts a review of executive compensation based on Independent compensation survey Information. At least every other year, the committee engages an Independent consultant to collect comparative compensation data and provide a written opinion on the reasonableness of the proposed compensation for executive. In 2015, the committee based its review and approval of proposed compensation on Independent data and a reasonableness opinion provided by an Independent compensation expert during the previous year, and as well as employee performance assessments and market trend information. The committee documented its compensation decision in contemporaneous written minutes. |
| Form 990, Part VI, Section C, Line 19 | The Institute's governing documents and conflict of interest policy are available on the institute's website (www.wistar.org). The Institute's financial statements are available upon request. |
| Form 990, Part XI, Line 9 | Loss on split-interest = ($977,000), Change in cash surrender value of life insurance = $15,000, Pension net loss = $1,535,000, Interest rate swap net gain = $232,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Issac J Wistar Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232593436 | EIN |
| Primary Activities | Inactive | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tall Cell Technology L P | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o The Connelly Fdn | AddressLine1Txt |
| Address Line2 | One Tower Bridge Suite 1450 | AddressLine2Txt |
| City | West Conshohocken | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232811246 | EIN |
| Primary Activities | Licensing | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wistar Institute of Anatomy and Biology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $190,000 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,000 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $7 | UBICodeVAmt |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.9 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beneficial interest in charitable remainder trust | ||||||||||||
| PNC Wealth Management | 620 Liberty Avenue | Pittsburgh | PA | 15222 | Trust | PA | N/A | T | $0 | $175,000 | 1 | 0 |
| Beneficial interest in perpetual trusts | ||||||||||||
| BNY Mellon Wealth Management | 1735 Market Street | Philadelphia | PA | 19103 | Trusts | PA | N/A | T | $875,000 | $14,490,000 | 1 | 0 |
| Beneficial interest in perpetual trusts | ||||||||||||
| PNC Institutional Investments | 620 Liberty Avenue | Pittsburgh | PA | 15222 | Trusts | PA | N/A | T | $124,000 | $1,725,000 | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tall Cell Technology L P | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a-iii | TransactionTypeTxt |
| Involved | $150,000 | InvolvedAmt |
| Method Of Amount Determination | Cost | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1a | FormAndLineReferenceDesc |
| Explanation | The perpetual trust change in value was $998,233. | ExplanationTxt |
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