MARINE BIOLOGICAL LABORATORY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MARINE BIOLOGICAL LABORATORY (EIN 04-2104690)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-14
IRS object ID: 201413219349301421
Schema version: 2013v3.0
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 D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T11:50:32-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042104690	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARINE BIOLOGICAL LABORATORY	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	MARI	BusinessNameControlTxt
Phone	5082897239	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 MBL Street	AddressLine1
City	Woods Hole	City
State	MA	State
ZIP Code	02543	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Joan Ruderman	PersonNm
Person Title	President and Director	PersonTitleTxt
Phone	5082897300	PhoneNum
Signature	2014-11-14	SignatureDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Joan Ruderman	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 MBL Street	AddressLine1
City	Woods Hole	City
State	MA	State
ZIP Code	02543	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$94,039,473	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.mbl.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1888	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science.	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	424	TotalEmployeeCnt
Total Volunteers	19	TotalVolunteersCnt
Total Gross UBI	$59,424	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$46,931	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,641,895	PYContributionsGrantsAmt
CY Contributions Grants	$28,228,946	CYContributionsGrantsAmt
PY Program Service Revenue	$11,087,409	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,602,558	CYProgramServiceRevenueAmt
PY Investment Income	$6,688,173	PYInvestmentIncomeAmt
CY Investment Income	$11,944,198	CYInvestmentIncomeAmt
PY Other Revenue	$1,302,566	PYOtherRevenueAmt
CY Other Revenue	$678,910	CYOtherRevenueAmt
PY Total Revenue	$44,720,043	PYTotalRevenueAmt
CY Total Revenue	$53,454,612	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,412,601	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,975,296	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$23,717,648	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$22,874,334	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,193,023	CYTotalFundraisingExpenseAmt
PY Other Expenses	$20,112,339	PYOtherExpensesAmt
CY Other Expenses	$20,318,633	CYOtherExpensesAmt
PY Total Expenses	$47,242,588	PYTotalExpensesAmt
CY Total Expenses	$47,168,263	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,522,545	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,286,349	CYRevenuesLessExpensesAmt
Total Assets BOY	$152,427,196	TotalAssetsBOYAmt
Total Assets EOY	$205,215,077	TotalAssetsEOYAmt
Total Liabilities BOY	$42,694,117	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$38,553,373	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$109,733,079	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$166,661,704	NetAssetsOrFundBalancesEOYAmt
Mission	The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. Founded in Woods Hole, Massachusetts, in 1888, the MBL is a private, nonprofit institution and an affiliate of the University of Chicago.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$35,453,751	ExpenseAmt
Grant	$3,029,084	GrantAmt
Revenue	$10,267,929	RevenueAmt
Desc	The Marine Biological Laboratory maintains laboratories for the scientific study and investigation of a wide range of biological studies from biomedical to ecological research.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$8,023,862	ExpenseAmt
Grant	$946,212	GrantAmt
Revenue	$2,449,769	RevenueAmt
Desc	The Marine Biological Laboratory is an established educational organization of biology and natural history with an internationally renowned course faculty and world-wide student population.	Desc

Field	Value	IRS element (for citing)
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	$43,477,613	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	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	Yes (1)	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	Yes (1)	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	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	273	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	424	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	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	UC	ForeignCountryCd
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
Form8899 Filedind	1	Form8899Filedind
Form1098 C Filed	Yes (1)	Form1098CFiledInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	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	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
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	GA	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	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	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	NY	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	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Mary S Harrington	PersonNm
Phone	5082897239	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 MBL Street	AddressLine1
City	Woods Hole	City
State	MA	State
ZIP Code	02543	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Joan Ruderman
President & Director	40	0	Yes (X)	Yes (X)	$345,971	$0	$41,929
Robert Ament
Clerk of the Corporation	1	0	Yes (X)		$0	$0	$0
Bruce Beal
Trustee	1	0	Yes (X)		$0	$0	$0
Millicent Bell
Trustee	1	0	Yes (X)		$0	$0	$0
Colleen Cavanaugh
Speaker of the Corporation	1	0	Yes (X)		$0	$0	$0
Rita Colwell
Trustee	1	0	Yes (X)		$0	$0	$0
Thomas Crane
Trustee	1	0	Yes (X)		$0	$0	$0
Paul Dupee
Treasurer	1	0	Yes (X)	Yes (X)	$0	$0	$0
Gerald Fink
Trustee	1	0	Yes (X)		$0	$0	$0
David Gadsby
Chairman of the Science Council	1	0	Yes (X)		$0	$0	$0
Patrick Gage
Trustee	1	0	Yes (X)		$0	$0	$0
James Galloway
Trustee	1	0	Yes (X)		$0	$0	$0
David Greene
Trustee	1	40	Yes (X)		$0	$745,777	$208,400
Caroline Harwood
Trustee	1	0	Yes (X)		$0	$0	$0
Robert Haselkorn
Trustee	1	0	Yes (X)		$0	$1,844	$0
David Hibbitt
Trustee	1	0	Yes (X)		$0	$0	$0
William Huyett
Vice Chairman of the Board	1	0	Yes (X)		$0	$0	$0
Eric Isaacs
Trustee	1	40	Yes (X)		$0	$688,132	$81,573
Ethan Lerner
Trustee	1	0	Yes (X)		$0	$0	$0
George Logan
Trustee	1	0	Yes (X)		$0	$0	$0
Walter Massey
Trustee	1	0	Yes (X)		$0	$0	$0
John McCarter
Trustee	1	1	Yes (X)		$0	$0	$0
Ambrose Monell
Trustee	1	0	Yes (X)		$0	$0	$0
Richard Morse
Trustee	1	0	Yes (X)		$0	$0	$0
Dana Ono
Trustee	1	0	Yes (X)		$0	$0	$0
Saul Pannell
Trustee	1	0	Yes (X)		$0	$0	$0
Jeffrey Pierce
Trustee	1	0	Yes (X)		$0	$0	$0
Robert Prendergast
Trustee	1	0	Yes (X)		$0	$0	$0
George Putnam
Trustee	1	0	Yes (X)		$0	$0	$0
Patricia Robertson
Trustee	1	0	Yes (X)		$0	$0	$0
Elise Rose
Trustee	1	0	Yes (X)		$0	$0	$0
Charles Rosenthal
Trustee	1	0	Yes (X)		$0	$0	$0
John Rowe
Chairman of the Board	1	0	Yes (X)		$0	$0	$0
Walter Salmon
Trustee	1	0	Yes (X)		$0	$0	$0
James Sharp
Trustee	1	0	Yes (X)		$0	$0	$0
Dyann Wirth
Trustee	1	0	Yes (X)		$0	$0	$0
Maureen Nunez
CFO	40	0		Yes (X)	$234,038	$0	$25,765
Jonathan Gitlin
Deputy Director of Research Programs	40	0			$175,416	$0	$33,312	Yes (X)
Christopher Neill
Dirctor of Ecosystems	40	0			$189,090	$0	$27,678	Yes (X)
Mitchell Sogin
Director Bay Paul Center	40	0			$208,914	$0	$36,909	Yes (X)
Roger Hanlon
Senior Scientist	40	0			$195,016	$0	$35,281		Yes (X)
Stephen Highstein
Senior Scientist	40	0			$199,808	$0	$35,621		Yes (X)
Jerry Melillo
Senior Scientist	40	0			$218,835	$0	$37,684		Yes (X)
William Reznikoff
Director of Education	40	0			$172,244	$0	$18,433		Yes (X)
Gaius Shaver
Senior Scientist	40	0			$161,042	$0	$31,711		Yes (X)
Joshua Hamilton
Chief Academic and Science Officer	40	0			$307,696	$0	$271,804			Yes (X)
Gary Borisy
President & Director	0	0			$346,975	$0	$2,817			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,755,045	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,435,753	TotReportableCompRltdOrgAmt
Total Other Compensation	$888,917	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	34	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1	Province Or StateContractorAddress/ForeignAddress/ProvinceOrState	CountryContractorAddress/ForeignAddress/Country
Sodexo Inc and Affiliates
PO Box 360170	Pittsburgh	PA	15251	Food Service	$1,767,715
Elsevier BV
PO Box 7247 8455	Philidelphia	PA	19170	Electronic Subscription Service	$419,917
Otto Harrassowitz GmbH and CO KG
				Electronic Subscription Service	$338,610	65174 Wiesbaden	Allemagne	GM
W S Shultz Company Inc
PO Box 393	Woods Hole	MA	02543	Marine construction services	$219,008
Multitemp Mechanical Corporation
231 Norfolk St	Walpole	MA	01950	HVAC contractor	$154,628

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$29,125	MembershipDuesAmt
Fundraising	$34,342	FundraisingAmt
Related Organizations	$6,040,000	RelatedOrganizationsAmt
Government Grants	$18,601,329	GovernmentGrantsAmt
All Other Contributions	$3,524,150	AllOtherContributionsAmt
Noncash Contributions	$631,616	NoncashContributionsAmt
Total Contributions	$28,228,946	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Education, Research, Publications	541700	$10,358,583	$10,358,583	$0	$0
Tuition, Dorm & Dining	611600	$1,443,996	$1,443,996	$0	$0
Library	519100	$1,610	$1,610	$0	$0
Advertising	541800	$4,775	$0	$4,775	$0
Rental Income	532000	$793,594	$793,594	$0	$0

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	$12,602,558	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,001,394	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$54,649	UnrelatedBusinessRevenueAmt
Exclusion	$946,745	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	$51,420	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$51,420	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$500,000	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$500,000	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$500,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$500,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$51,507,055	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$40,564,251	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,942,804	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,942,804	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$10,942,804	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$28,185	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$34,342	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$20,610	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,575	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$7,575	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous revenue	Desc
Business	541700	BusinessCd
Total Revenue Column	$119,915	TotalRevenueColumnAmt
Related Or Exempt Func Income	$119,915	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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)
Other Revenue Total	$119,915	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,454,612	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,717,698	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$59,424	UnrelatedBusinessRevenueAmt
Exclusion	$12,448,544	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,684,481	TotalAmt
Program Services	$2,684,481	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,289,413	TotalAmt
Program Services	$1,289,413	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,402	TotalAmt
Program Services	$1,402	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,319,021	TotalAmt
Program Services	$569,682	ProgramServicesAmt
Management And General	$749,339	ManagementAndGeneralAmt
Fundraising	$0	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	$15,897,017	TotalAmt
Program Services	$14,691,972	ProgramServicesAmt
Management And General	$523,784	ManagementAndGeneralAmt
Fundraising	$681,261	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,472,939	TotalAmt
Program Services	$1,368,298	ProgramServicesAmt
Management And General	$42,357	ManagementAndGeneralAmt
Fundraising	$62,284	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,903,370	TotalAmt
Program Services	$2,697,109	ProgramServicesAmt
Management And General	$83,491	ManagementAndGeneralAmt
Fundraising	$122,770	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,281,987	TotalAmt
Program Services	$1,190,912	ProgramServicesAmt
Management And General	$36,866	ManagementAndGeneralAmt
Fundraising	$54,209	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	$571,268	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$553,252	ManagementAndGeneralAmt
Fundraising	$18,016	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$121,383	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$121,383	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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	$70,480	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$70,480	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$904,805	TotalAmt
Program Services	$904,805	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$53,366	TotalAmt
Program Services	$51,588	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$1,778	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	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	$2,022,465	TotalAmt
Program Services	$1,934,303	ProgramServicesAmt
Management And General	$57,548	ManagementAndGeneralAmt
Fundraising	$30,614	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,372,114	TotalAmt
Program Services	$1,349,496	ProgramServicesAmt
Management And General	$8,844	ManagementAndGeneralAmt
Fundraising	$13,774	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	$242,964	TotalAmt
Program Services	$227,537	ProgramServicesAmt
Management And General	$7,329	ManagementAndGeneralAmt
Fundraising	$8,098	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,290,963	TotalAmt
Program Services	$1,245,837	ProgramServicesAmt
Management And General	$35,403	ManagementAndGeneralAmt
Fundraising	$9,723	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	$4,771,707	TotalAmt
Program Services	$4,624,461	ProgramServicesAmt
Management And General	$106,269	ManagementAndGeneralAmt
Fundraising	$40,977	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$942,750	TotalAmt
Program Services	$882,891	ProgramServicesAmt
Management And General	$28,436	ManagementAndGeneralAmt
Fundraising	$31,423	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Subcontracts	$1,750,410	$1,750,410	$0	$0
Equipment Rental & Maintenance	$699,245	$669,067	$14,633	$15,545
Serials	$928,865	$928,701	$117	$47
Supplies	$2,808,323	$2,752,442	$40,406	$15,475

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,767,525	TotalAmt
Program Services	$1,662,806	ProgramServicesAmt
Management And General	$17,690	ManagementAndGeneralAmt
Fundraising	$87,029	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$47,168,263	TotalAmt
Program Services	$43,477,613	ProgramServicesAmt
Management And General	$2,497,627	ManagementAndGeneralAmt
Fundraising	$1,193,023	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,332,031	BOYAmt
EOY	$734,067	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$430,483	BOYAmt
EOY	$302,915	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,100,481	BOYAmt
EOY	$4,961,078	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$697,520	BOYAmt
EOY	$567,396	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$331,625	BOYAmt
EOY	$125,375	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	$347,750	BOYAmt
EOY	$347,750	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$150,564	BOYAmt
EOY	$130,328	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$416,163	BOYAmt
EOY	$655,886	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$176,338,898	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$61,146,583	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$68,772,203	BOYAmt
EOY	$115,192,315	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$43,184,115	BOYAmt
EOY	$56,740,289	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$28,919,471	BOYAmt
EOY	$24,106,587	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	$744,790	BOYAmt
EOY	$1,351,091	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$152,427,196	BOYAmt
EOY	$205,215,077	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,125,863	BOYAmt
EOY	$3,133,860	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	$1,985,976	BOYAmt
EOY	$2,029,653	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$30,415,000	BOYAmt
EOY	$29,615,000	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	$0	BOYAmt
EOY	$0	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	$7,167,278	BOYAmt
EOY	$3,774,860	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$42,694,117	BOYAmt
EOY	$38,553,373	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,438,285	BOYAmt
EOY	$93,244,744	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,105,918	BOYAmt
EOY	$21,900,525	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$51,188,876	BOYAmt
EOY	$51,516,435	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$109,733,079	BOYAmt
EOY	$166,661,704	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$152,427,196	BOYAmt
EOY	$205,215,077	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,286,349	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$3,189,860	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$53,832,136	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$44,183,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,036,445	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,722,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,636,580	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,228,946	CurrentTaxYearAmt
Total	$164,807,648	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,183,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,036,445	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,722,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,636,580	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,228,946	CurrentTaxYearAmt
Total	$164,807,648	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$7,828,349	SubstantialContributorsTotAmt
Public Support Total170	$156,979,299	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,924,022	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,360,528	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,574,970	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,936,192	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,552,814	CurrentTaxYearAmt
Total	$10,348,526	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,624	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,026	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,391	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,985	CurrentTaxYearMinus1YearAmt
Current Tax Year	$46,931	CurrentTaxYearAmt
Total	$95,957	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$133,320	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$251,903	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$167,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$257,906	CurrentTaxYearMinus1YearAmt
Current Tax Year	$154,257	CurrentTaxYearAmt
Total	$964,610	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$176,216,741	TotalSupportAmt
Gross Receipts Rltd Activities	$59,152,659	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.89083	PublicSupportCY170Pct
Public Support PY170	0.89830	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10	FormAndLineReferenceDesc
Explanation	Other income shows miscellaneous revenue activity.	ExplanationTxt

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 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)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$69,096,170	BeginningYearBalanceAmt
Contributions	$1,147,784	ContributionsAmt
Investment Earnings Or Losses	$8,734,834	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,957,431	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$76,021,357	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$62,973,662	BeginningYearBalanceAmt
Contributions	$4,165,304	ContributionsAmt
Investment Earnings Or Losses	$7,714,120	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,249,649	GrantsOrScholarshipsAmt
Other Expenditures	$2,507,267	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$69,096,170	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$62,712,485	BeginningYearBalanceAmt
Contributions	$5,814,431	ContributionsAmt
Investment Earnings Or Losses	-$1,709,775	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,896,287	GrantsOrScholarshipsAmt
Other Expenditures	$947,192	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$62,973,662	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$55,007,234	BeginningYearBalanceAmt
Contributions	$5,585,315	ContributionsAmt
Investment Earnings Or Losses	$7,103,539	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,658,065	GrantsOrScholarshipsAmt
Other Expenditures	$2,325,538	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$62,712,485	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$41,947,345	BeginningYearBalanceAmt
Contributions	$8,420,117	ContributionsAmt
Investment Earnings Or Losses	$11,257,536	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,361,449	GrantsOrScholarshipsAmt
Other Expenditures	$4,256,315	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$55,007,234	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.1283	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.657	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.2147	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$53,083,162	OtherCostOrOtherBasisAmt
Book Value	$53,083,162	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$99,996,429	OtherCostOrOtherBasisAmt
Depreciation	$45,580,939	DepreciationAmt
Book Value	$54,415,490	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	$23,004,316	OtherCostOrOtherBasisAmt
Depreciation	$15,565,644	DepreciationAmt
Book Value	$7,438,672	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$254,991	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$254,991	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$115,192,315	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Equity Strategies	$5,816,164	F
Long/Short Equity Hedge Funds	$10,208,332	F
Multi-strategy Absolute Return Hedge Fund	$8,018,532	F
Other Hedge Funds	$63,559	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$24,106,587	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Swap agreement liability	$3,049,573
Future Program resources	$302,915
Annuities and Unitrust payable	$422,372

Field	Value	IRS element (for citing)
Total Liability	$3,774,860	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$54,076,971	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$3,189,860	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$3,812,219	OtherRevenueAmt
Revenue Not Reported	$622,359	RevenueNotReportedAmt
Revenue Subtotal	$53,454,612	RevenueSubtotalAmt
Investment Expenses Not Incld	$0	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$53,454,612	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$47,148,346	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$20,610	OtherExpensesIncludedAmt
Expenses Not Reported	$20,610	ExpensesNotReportedAmt
Expenses Subtotal	$47,127,736	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$0	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$40,527	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$40,527	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$47,168,263	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1	Rare books, journals and prints located and used in the MBL Library for research and preservation.
Schedule D, Part III, Line 4	Rare books, journals, and prints located and used in the MBL Library for research and preservation.
Schedule D, Part V, Line 4	The endowment funds were established for a variety of purposes, including research, scholarships, library, plant and unrestricted.
Schedule D, Part X, Line 2	The Laboratory is a tax exempt organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Laboratory is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements.
Schedule D, Part XI, Line 2d	Deduct the interest rate swap increase of $3,171,103, the periodic pension expense change of $638,409 and the special event expense of $20,610, netted against special event revenue. Add back the change in present value adjustment to annuities of $17,903.
Schedule D, Part XII, Line 2d	Deduct special event expense of $20,610 and net against the special event revenue.
Schedule D, Part XII, Line 4b	Add $36,923 for the Director's employer-provided housing reported on W-2 only. Add $2,806 for severance pay reported on W-2 only.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (including Iceland and Greenland)	Program Services	Travel related to research and education.	$39,747
South America	Program Services	Travel related to research and education.	$13,112
North America (including Canada and Mexico, but not the United States)	Program Services	Travel related to research and education.	$11,732
Middle East and North Africa	Program Services	Travel related to research and education.	$1,312
Sub-Saharan Africa	Program Services	Travel related to research and education.	$1,348
Russia and the newly independent States	Program Services	Travel related to research and education.	$1,763
Central America and the Caribbean	Program Services	Travel related to research and education.	$4,696
East Asia and the Pacific	Program Services	Travel related to research and education.	$10,746

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$84,456	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	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 3	FormAndLineReferenceDesc
Explanation	A travel summary report is required to be filled out for any travel by the MBL staff. The report requires the name of the person, dates of travel, destination and the purpose for the travel. Any expenses related to the trip such as out of pocket expenses, transportation or lodging expense, pre-paid expenses via purchase order or expenses paid via credit card must be reported on this form. This form is submitted to the accounting department where the travel is recorded, sorted by region and reported in Part 1 of Schedule F as applicable. All expenses are recorded in US dollars and accounted for using the accrual basis of accounting.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	Summer Gala	NameOfEvent1Amt
Gross Receipts Event1	$62,527	GrossReceiptsEvent1Amt
Charitable Contri Event1	$34,342	CharitableContriEvent1Amt
Gross Revenue Event1	$28,185	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$3,419	FoodAndBeverageEvent1Amt
Entertainment Event1	$7,000	EntertainmentEvent1Amt
Other Direct Expenses Event1	$10,191	OtherDirectExpensesEvent1Amt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Gross Receipts Total	$62,527	GrossReceiptsTotalAmt
Charitable Contributions Tot	$34,342	CharitableContributionsTotAmt
Gross Revenue Total Events	$28,185	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$0	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$3,419	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$7,000	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$10,191	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$20,610	DirectExpenseSummaryEventsAmt
Net Income Summary	$7,575	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2
Brown University
164 Angell Street	Providence	RI	02912	050258809	501(c)(3)	$20,841	$0	Research
Clark University
950 Main Streeet	Worcester	MA	01610	042111203	501(c)(3)	$43,763	$0	Research
Dartmouth College
HB 7660	Hanover	NH	03755	020222111	501(c)(3)	$36,583	$0	Research
Duke University
334 N Building	Durham	NC	27708	560532129	501(c)(3)	$128,464	$0	Research
Forsyth Institute
245 First Street	Cambridge	MA	02142	131788491	501(c)(3)	$20,983	$0		STE 5
Haravard University
PO Box 415619	Boston	MA	02241	042103580	501(c)(3)	$40,375	$0
J Craig Venter Institute
9704 Medical Center Drive	Rockvile	MD	20850	521842938	501(c)(3)	$47,002	$0
Lamont Doherty Earth Observatory
1210 Amsterdam Ave	New York	NY	10027	135598093	501(c)(3)	$125,194	$0
Lehigh University
526 Brodheard Ave	Bethlehem	PA	18015	210795445	501(c)(3)	$6,768	$0
Mass Audobon Society
208 S Great Road	Lincoln	MA	01773	042104702	501(c)(3)	$27,400	$0	Research
Mount Sinai
One Gustave L Levy Place	New York	NY	10029	136171197	501(c)(3)	$93,733	$0	Research	Box 1075
Marthas Vineyard Shellfish
PO Box 1552	Oak Bluffs	MA	02567	042612898	501(c)(3)	$15,009	$0	Research
Northwest Florida State College
100 College Blvd	Niceville	FL	32578	596001874	501(c)(3)	$7,830	$0	Research
Notre Dame University
836A Grace Hall	Notre Dame	IN	46556	350868188	501(c)(3)	$150,408	$0	Research
Polar Ocean RG
PO Box 368	Sheridan	MT	59749	810536140	501(c)(3)	$75,535	$0	Research
Rutgers University
3 Rutgers Plaza	New Brunswick	NJ	08901	226001086	501(c)(3)	$11,837	$0	Research
Scripps Institute
9500 Gilman Drive	La Jolla	CA	92037	951642394	501(c)(3)	$47,934	$0	Research
The Oceanography Society
104 Lynch Street	Rockville	MD	20850	237047095	501(c)(3)	$71,511	$0	Research
University of Vermont
85 S Prospect Street	Burlington	VT	05405	916001537	501(c)(3)	$80,611	$0	Research	340 Waterman Building
University of Massachusetts Amherst
70 Butterfield Terrace	Amherst	MA	01003	043167352	501(c)(3)	$124,223	$0	Research
University of New Hampshire
51 College Road	Durham	NH	03824	026000937	501(c)(3)	$100,331	$0	Research
University of Colorado
Office of Contracts and Grants	Boulder	CO	80303	846000555	501(c)(3)	$50,666	$0	Research	3100 Marine Street Room 479
University of Connecticut
263 Farmington Avenue	Farmington	CT	06030	672772160	501(c)(3)	$176,990	$0	Research
University of Georgia Research Foundation
465 N Lumpkin Street	Athens	GA	30602	581353149	501(c)(3)	$113,282	$0	Research
University of Illinois
506 s Wright Street	Urbana	IL	61801	376000511	501(c)(3)	$15,918	$0	Research	182 Admin Building
University of Michigan
1015 LSA	Ann Arbor	MI	48109	386006309	501(c)(3)	$169,111	$0	Research
University of South Carolina
901 Summer Street	Columbia	SC	29208	570967350	501(c)(3)	$109,067	$0	Research
University of Virginia
1001 N Emmit Street	Charlottesville	VA	22904	546001796	501(c)(3)	$42,024	$0	Research
University of Washington
12455 Collections Drive	Chicago	IL	60693	916001537	501(c)(3)	$480,182	$0	Research
Utah State University
2400 Old Main Hill	Logan	UT	84322	876000052	501(c)(3)	$32,129	$0	Research
Virginia Institute of Marine Studies
PO Box 1346	Gloucester Point	VA	23062	546001718	501(c)(3)	$56,079	$0	Research
Woods Hole Oceangraphic Institution
221 Oyster Pond Road	Woods Hole	MA	02543	042105850	501(c)(3)	$89,632	$0	Research
University of Miami
1400 NW 10th Avenue	Miami	FL	33136	590624458	5019c)(3)	$75,307	$0	Research	Room 1205H

Field	Value	IRS element (for citing)
Total501c3 Org	33	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
Research awards	25	$343,201	$0
Scholarships	285	$946,212	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule I, Part I, Line 2

The Grants Accountant and Controller oversee all grant, contract or cooperative agreement awards compliance. This includes establishing a new job center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies.

Schedule I, Part III

Research award oversight is provided by the Office of the Chief Academic and Scientific Officer (CASO). Research award applications are reviewed by a committee of internal and external scientists, who forward their recommendations to the President/Director and CASO who make the final determination of specific awards and award amount. The CASO then forwards an acceptance letter and contract to each awardee, listing the terms and reporting requirements of the award. The CASO office then tracks the awardee's research progress and expenditures through their stay at MBL to ensure that the awardees stay closely within budget and reviews the required report due approximately one month after the completion of the term covered by the research award. Scholarships are awarded by the Education Office from grants and contributions, many of which have limitations on who and what the scholarship may be awarded to including the nationality, home institution and course being taken. The Education Director determines the amount and if a student is eligible for a scholarship according to these limitations. Awards are first used to cover tuition costs and then room and board and travel expense if the amount awarded allow this.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 Rltd OrgsCompReportPrior990RltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Joan Ruderman
President & Director	$309,048	$0	$0	$0	$36,923	$0	$25,500	$0	$16,429	$0	$387,900	$0	$0
Gary Borisy
President & Director	$0	$0	$0	$0	$346,975	$0	$2,817	$0	$0	$0	$349,792	$0	$0	$0
Joshua Hamilton
Chief Academic and Science Officer	$223,736	$0	$0	$0	$83,960	$0	$258,489	$0	$13,315	$0	$579,500	$0	$0	$0
Maureen Nunez
CFO	$209,038	$0	$25,000	$0	$0	$0	$23,419	$0	$2,346	$0	$259,803	$0	$0	$0
Jerry Melillo
Senior Scientist	$218,835	$0	$0	$0	$0	$0	$22,092	$0	$15,592	$0	$256,519	$0	$0	$0
Mitchell Sogin
Director Bay Paul Center	$208,914	$0	$0	$0	$0	$0	$21,376	$0	$15,533	$0	$245,823	$0	$0	$0
Stephen Highstein
Senior Scientist	$199,808	$0	$0	$0	$0	$0	$20,189	$0	$15,432	$0	$235,429	$0	$0	$0
Roger Hanlon
Senior Scientist	$195,016	$0	$0	$0	$0	$0	$19,874	$0	$15,406	$0	$230,296	$0	$0	$0
Christopher Neill
Dirctor of Ecosystems	$189,090	$0	$0	$0	$0	$0	$18,879	$0	$8,799	$0	$216,768	$0	$0	$0
Jonathan Gitlin
Deputy Director of Research Programs	$175,416	$0	$0	$0	$0	$0	$18,058	$0	$15,254	$0	$208,728	$0	$0	$0
William Reznikoff
Director of Education	$172,244	$0	$0	$0	$0	$0	$16,656	$0	$1,777	$0	$190,677	$0	$0	$0
Gaius Shaver
Senior Scientist	$161,042	$0	$0	$0	$0	$0	$16,582	$0	$15,129	$0	$192,753	$0	$0	$0
David Greene
Trustee	$0	$617,938	$0	$60,400	$0	$67,439	$0	$145,400	$0	$63,000	$0	$954,177	$0	$0
Eric Isaacs
Trustee	$0	$580,106	$0	$57,209	$0	$50,817	$0	$0	$0	$81,573	$0	$769,705	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	Joan Ruderman, President/Director of the MBL during 2013 was provided housing as part of a compensation package. The value of the housing is computed at market rate and included in her W-2. The amount included for 2013 was $36,923.
Schedule J, Part I, Line 3	Joan Ruderman, President/Director of the MBL, received a salary comparable to the salary received by the former President/Director, approved by the Board. The former President/Director's salary was determined using an independent compensation consultant, compensation study, reviewing the Form 990 of other organizations and was approved by the Board.
Schedule J, Part I, Line 4	Former President/Director, Gary Borisy resigned from his position and was awarded severance in 2012. The severance was paid to him in 2013. His contract provided a severance package totaling $346,975. This amount consisted of one years salary, a $5,000 payment for loss of benefits, moving expenses of $8,210 and the ownership of the telephone and computers used as President and Director. Joshua Hamilton, Chief Academic and Science Officer (CASO) resigned in 2013. He received severance pay that included one years salary and a payment of $7,447 for forfeited vacation with payments starting in December 2013. As part of the severance package he received a payment of $12,971 to offset COBRA expense, forgiveness of debt (grossed up for FICA) of $51,203 and ownership of the computers used as CASO of which he paid $1,000 of the calculated value of $3,806.

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	Mass Development Finance Agency	BusinessNameLine1

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	57583RFL4	CUSIPNum
Bond Issued	2006-04-26	BondIssuedDt
Issue Price	$34,000,000	IssuePriceAmt
Purpose	Renovation of facilities and refinancing	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	$800,000	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$34,500,092	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$134,301	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$18,825,538	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2008	SubstantialCompletionYr
Current Refunding	0	CurrentRefundingInd
Advance Refunding	Yes (1)	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	Yes (1)	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	0	EngageBondCounselContractsInd
Any Research Agreements	Yes (1)	AnyResearchAgreementsInd
Engage Bond Counsel Research	0	EngageBondCounselResearchInd
Private Bus Use By Others	0.0264	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.0017	PrivateBusConcerningUBIPct
Total Private Business Use	0.0281	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	Yes (1)	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	Morgan Stanley	BusinessNameLine1

Field	Value	IRS element (for citing)
Term Of Hedge	30.3	TermOfHedgePct
Superintegrated Hedge	Yes (1)	SuperintegratedHedgeInd
Hedge Terminated	0	HedgeTerminatedInd
Gross Proceeds Invested In GIC	Yes (1)	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

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

Field	Value	IRS element (for citing)
Term Of GIC	1.5	TermOfGICPct
Regulatory Safe Harbor Stsfd	Yes (1)	RegulatorySafeHarborStsfdInd
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	0	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule K, Part II, Line 3-04/26/2006 34,000,000 Mass Development Finance Agency	FormAndLineReferenceDesc
Explanation	The remaining proceeds of the bond issue (not identified elsewhere in Part II) were used to refinance existing bonds.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Joshua Hamilton	PersonNm
Relationship With Org	Key employee	RelationshipWithOrgTxt
Loan Purpose	Second Mortgage	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$174,375	OriginalPrincipalAmt
Balance Due	$125,375	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	0	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$125,375	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Dart Neuroscience LLC
Former Trustee	$500,000	Rental of lab space at the MBL by Dart Neuroscience LLC of which Kenneth Johns is CEO.	0
Zeiss LLC
Trustee	$140,991	Purchase of scientific equipment by the MBL from Zeiss LLC of which James Sharp is President.	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	34	ContributionCnt
Noncash Contributions Rpt F990	$611,811	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Scientific equipment	2	$19,024	Market value
Yes (X)	Books	1	$1,015	Market Value

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Line 9	The number in column B shows the number of securities received as donations in 2013.
Schedule M, Part I, Lines 25-28	The number under contributions for line 25 shows the number of contributors that donated these items.
Schedule M, Part I, Line 32b	Stock donations are typically received in the MBL's Morgan Stanley Smith Barney account and typically sold as soon as possible by Morgan Stanley Smith Barney.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 4	On July 1, 2013, the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. The University of Chicago as sole member has the right to exercise all powers conferred on members of non-profit corporations under Massachusetts General Laws Chapter 180, and also has certain reserved powers to approve or disapprove of certain fundamental decisions concerning the Corporation.
Form 990, Part VI, Section A, Line 6	On July 1, 2013 the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. Under this affiliation the University became the sole member of the Laboratory. The University of Chicago as sole member has the right to exercise all powers conferred on members of non-profit corporations under Massachusetts General Laws Chapter 180, and also has certain reserved powers to approve or disapprove of certain fundamental decisions concerning the Corporation.
Form 990, Part VI, Section A, Line 7a	The University of Chicago as sole member has the power to appoint and remove members of the Board of Directors.
Form 990, Part VI, Section A, Line 7b	The University of Chicago as sole member has the power to take certain actions with respect to the Corporation after prior consultation with the Corporation's Board of Directors, and the power to approve or disapprove certain actions taken by the Corporation.
Form 990, Part VI, Section B, Line 11b	Form 990 is prepared by the MBL staff and reviewed by Grant Thornton, LLP, the institutions audit and tax services firm. When that review is complete the draft is submitted to the Audit Committee of the Board of Trustees for review. The final version is given to all members of the Board of Trustees at least five(5) days before the filing date.
Form 990, Part VI, Section B, Line 12c	PROCESS FOR REVIEW OF TRUSTEE CONFLICT OF INTEREST DISCLOSURES AND COMPLIANCE WITH THE BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY 1. The Chairman of the Board, Vice-Chairman, and the Chairman of the Audit Committee are the trustees responsible for overseeing compliance with the MBL Board of Trustees Conflict of Interest Policy (the Policy). Led by the Chairman of the Board, they shall implement the procedures below. In carrying out their duties they may perform such other inquiry and consult others (including counsel) as, in their sole discretion, they deem appropriate. 2. Without limiting the foregoing, whether or not a particular financial interest or organizational affiliation has been disclosed, if they receive credible information of any kind from any source that an actual or potential conflict exists under the Policy, led by the Chairman of the Board they shall determine whether the allegation merits an inquiry, and if so they shall initiate such inquiry in their sole discretion as they deem appropriate to resolve the matter. At the conclusion of such inquiry, the Chairman of the Audit Committee shall provide a brief report to the Audit Committee, preserving to the maximum extent feasible the confidentiality of the matter. 3. The Director will designate a person in his or her office (the Assistant) to provide support to the Chairman of the Board, Vice-Chairman, and the Chairman of the Audit Committee, in connection with the review of Trustee Conflict of Interest Disclosure Forms and related material documenting Financial Interests and Organizational Affiliations (such documentation for a Trustee being a Disclosure) that may give rise to actual or potential conflicts of interest under the Policy. 4. The Assistant will handle all receipt, communication of, and filing of Disclosures, treating them as confidential information and storing them in a secure location. 5. The filing deadlines under the Policy are 30 days after a trustee's election to the Board, and February 15th of each year. A week before each such filing deadline, the Assistant will inform the Chairman of the Audit Committee of all trustees whose Disclosures have not yet been received, providing phone and email contact information for each such trustee. The Chairman of the Audit Committee will contact those trustees to encourage timely filing. 6. Within five days of each filing deadline the Assistant will inform the Chairman of the Board and, if appropriate, the Vice Chairman of the Board, with copies to the Chairman of the Audit Committee for information purposes, of all trustees whose Disclosures are still missing, for further action by the Chairman of the Board or, if appropriate, the Vice Chairman of the Board. 7. As soon as practical after receiving any Disclosures from a trustee, the Assistant will provide them to the Chairman of the Audit Committee, with the exception of Disclosure by the Chairman of the Audit Committee, which shall be provided to the Chairman of the Board. 8. Promptly upon receipt of these Disclosures, the Chairman of the Audit Committee or, in the case of the Chairman of the Audit Committee's own Disclosure, the Chairman of the Board, shall review them and determine whether any raise issues of actual or potential conflicts under the Policy. Where he/she determines in his judgment that none exist, he/she shall note such finding on those Disclosures, and return them to the Assistant for filing. 9. If the Chairman of the Audit Committee determines that an actual or potential conflict may exist under the Policy, he or she will forward the Disclosure to the Chairman of the Board or, in the case of the Chairman of the Board's own Disclosure, to the Vice Chairman of the Board, for further review and a determination how to address such actual or potential conflict. 10. The Chairman of the Board and, if applicable, the Vice-Chairman of the Board, will review all Disclosures received from the Chairman of the Audit Committee, including the Audit Committee Chairman's own form, and document these reviews and actions taken in a report to Chairman of the Audit Committee. To the extent the question of an actual or potential conflict relates to the Chairman of the Audit Committee, the Chairman shall provide such report to the Vice-Chairman of the Board. He or she will inform the chairmen of committees of the Board of issues related to members of those committees as he judges appropriate. 11. Upon completion of all such reviews, the reviewers will return the Disclosures and all related documentation to the Assistant for filing. 12. The Assistant will maintain a list showing the status of Disclosures of all trustees, and make such list available to the Chairman of the Audit Committee.
Form 990, Part VI, Section B, Line 15	Joan Ruderman, President/Director of the MBL, received a salary comparable to the salary received by the former President/Director, approved by the Board. The former President/Director's salary was determined using an independent compensation consultant, compensation study, reviewing the Form 990 of other organizations and was approved by the board.
Form 990, Part VI, Section C, Line 19	The conflict of interest policy is available on the website. Financial statements are available upon request to the CFO.
Form 990, Part XI, Line 9	Add the $50,000,000 write up for fair value of assets due to the affiliation. Add back $3,171,103 for the interest rate swap, add back $638,409 for the post retirement change, add $40,527 for compensation expense reported on W-2s only. Deduct the PV annuities change of $17,903.
Form 990, Part XII, Line 2c	There is a committee of the Board responsible for overseeing the reliability and integrity of the Corporation's financial statements, enterprise risk management and compliance with regulatory requirements.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (37 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd	Address Line2USAddress/AddressLine2	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line2ForeignAddress/AddressLine2	Province Or StateForeignAddress/ProvinceOrState
TR U A Marine Biological Laboratory
7 MBL Street	Woods Hole	MA	02543	136044672	General support of the MBL	NY	4947(a)(1)	NA	Trustees	0
TR U A Marine Biological Lab Library
7 MBL Street	Woods Hole	MA	02543	136045011	Support for the MBL Library	NY	4947(a)(1)	NA	Trustees	0
University of Chicago
5801 S Ellis Avenue	Chicago	IL	60637	362177139	Education	MA	501(c)(3)	2		0	N/A
University of Chicago Medical Center
5481 S Maryland Avenue	Chicago	IL	60637	363488183	Medical Care	IL	501(c)(3)	3	University of Chicago	0
University of Chicago Self Insurance Trust
5801 S Ellis Avenue	Chicago	IL	60637	363020034	Malpractice trust	IL	501(c)(3)	2	University of Chicago	0
University of Chicago Retiree Medical Trust
5801 S Ellis Avenue	Chicago	IL	60637	363999692	Medical	IL	501(c)(3)	2	University of Chicago	0
Chicago Tumor Institute
5801 S Ellis Avenue	Chicago	IL	60637	237136019	Supp Research	IL	501(c)(3)	11-T	University of Chicago	0
National Opinion Research Center
55 E Monroe Stree	Chicago	IL	60603	362167808	Surveys	IL	501(c)(30	7	University of Chicago	0		20th Floor
The Quadrangle Club
5801s Ellils Avenue	Chicago	IL	60637	361655190	Social Club	IL	501(c)(7)		University of Chicago	0
Fermi Research Alliance LLC
PO Bpx 500	Batavia	IL	60510	571239010	Manage Lab	IL	501(c)(3)	7	University of Chicago	0
University of Chicago Center in Paris
					Education		NA	NA	University of Chicago	0			6 Rue Thomas Mann 75013	Paris	FR	FR
University of Chicago Prop Holding Corp
5801 S Ellis Avenue	Chicago	IL	60637	366108743	Prop Holding	IL	501(C)(2)		University of Chicago	0
Lake Park Associates
5801 Ellis Avenue	Chicago	IL	60637	366111317	Prop Holding	IL	501(c)(2)		University of Chicago	0
Arch Development Corporation
5555 S Woodlawn	Chicago	IL	60637	363485244	Tech Transfer	IL	501(c)(3)	11-Type II	University of Chicago	0
University of Chicago Charter School Corp
5801 S Ellis Avenue	Chicago	IL	60637	364225812	Education	IL	501(c)(3)	2	University of Chicago	0
Court Theatre Fund
5535 S Ellis Avenue	Chicago	IL	60637	363203660	Arts Support	IL	501(c)(3)	11-TYPE I	University of Chicago	0
University of Chicago Cancer RSRCH FDN
5801 S Ellis Avenue	Chicago	IL	60637	366056201	Supp Research	IL	501(c)(3)	11-TYPE I	University of Chicago	0
U Chicago Booth School of Business LTD
					Education		NA		University of Chicago	0			25 Basinghall Street	London	UK	UK	EC2V 5HA
U Chicago Booth School of Business LTD
					Education		NA		University of Chicago	0			101 Penang Road	Dhoby Ghaut	SN	SN
University of Chicago Trust
					Fundraising		NA		University of Chicago	0			GB 10-12 Rest House Crescent	Bangalore	IN	IN
University of Chicago FDN in Hong Kong LTD
					Fundraising		NA		University of Chicago	0			16 Harcourt Road	Admirality	HK	HK	Room 1005
UChicago Research International LTD
5801 S Ellis Avenue	Chicago	IL	60637	262741573	Research	IL	501(c)(3)	11-TYPE I	University of Chicago	0
UChicago Research Bangladesh LTD
					Research		NA		UC Research International	0			House No 388	Mohakhali	BG	BG	Road 24 1212	Dhaka
South East Chicago Commission
1511 East 53rd Street	Chicago	IL	60615	362226282	Community Services	IL	501(c)(3)	7	University of Chicago	0
The University of Chicago Cloisters Club
c/o 5841 S Maryland Avenue	Chicago	IL	60637		Social Club	IL	501(c)(7)		University of Chicago	0
Phoenix Overlay Fund LTD
c/o 401 N Michigan Avenue	Chicago	IL	60611		Investing		NA		University of Chicago	0						CJ
The John Crerar Foundation
5730 S Ellis Avenue	Chicao	IL	60637	363155157	Library Suport	IL	501(c)(3)	11- TYPE I	University of Chicago	0
Chapin Hall Center for Children
1313 e 60th Street	Chicago	IL	60637	362167012	Policy Research	IL	501(c)(3)	7		0	N/A
Hymen Milgrom Supporting Organization
33 N Lasalle Street	Chicago	IL	60602	466789522	Education Research	VA				0	N/A	STE 2131
Maroon Investments LLC
5801 S Ellis Avenue	Chicago	IL	60637		Holding Company	DE			University of Chicago	0
Theory and Computing Science Building Trust
5801 S Ellis Avenue	Chicago	IL	60637	516596577	Research Building	IL			University of Chicago
Impact LLC
5801 S Ellils Avenue	Chicago	IL	60637	611682394	Education Consulting	IL			University of Chicago
Argonne LLC
5801 S Ellis Avenue	Chicago	IL	60637	680628477	Manage Lab	IL			University of Chicago
UChicago Trading
5801 S Ellis Avenue	Chicago	IL	60637	300517735	Investing	IL			University of Chicago
University of Chicago Foundation Limited (UK)
				980525557	Fundraising				University of Chicago				5T FL Alder Caster	London	UK	UK	10 Noble
Harper Court LLC
5801 S Ellis Avenue	Chicago	IL	60637		Manage property	IL			University of Chicago
UCMC Community Physicians LLC
5481 South Maryland Avenue	Chicago	IL	60637	383865637	Physician Services	IL			University of Chicago

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Address Line2ForeignAddress/AddressLine2	Controlled OrganizationControlledOrganizationInd
UChicago Center in India Private Limited
2/11 B Jangpura A	New Delhi	IN	Consulting	IN	N/A	T	$0	$0
Uchicago (Beijing) Consulting Co LTD
Unit 1-10 Culture Place	Beijing	CH	Consulting	CH	N/A	C	$0	$0	Remmin University	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	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	Yes (1)	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part III	FormAndLineReferenceDesc
Explanation	For purposes of completion, UCMC is also a member in a joint venture with another tax exempt entity. UCMC/SCH Oncology JV LLC, EIN 32-2436795 provides healthcare services. UCMC does not own more than 50% of the venture and is not the managing member.	ExplanationTxt