WITHERSPOON INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WITHERSPOON INSTITUTE INC (EIN 55-0835528)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-10
- IRS object ID
- 201431699349300303
- Schema version
- 2013v3.1
- 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 D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-10T06:27:49-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas Ziegler LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 Wall Street | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550835528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Witherspoon Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITH | BusinessNameControlTxt |
| Phone | 6096888779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Stockton Street | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Luis Tellez | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2014-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas Ziegler | PreparerPersonNm |
| Phone | 7326003733 | PhoneNum |
| Preparation | 2014-06-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | Luis Tellez | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Stockton Street | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,490,290 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.winst.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | Research, education, and public awareness of the political, moral and philosophical principles of free and democratic societies. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,666,383 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,304,277 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,517 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,677 | CYProgramServiceRevenueAmt |
| PY Investment Income | $184,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $629,678 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,921,252 | PYTotalRevenueAmt |
| CY Total Revenue | $3,052,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $304,035 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $386,675 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $825,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $975,193 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,848 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $765,289 | PYOtherExpensesAmt |
| CY Other Expenses | $998,248 | CYOtherExpensesAmt |
| PY Total Expenses | $1,894,920 | PYTotalExpensesAmt |
| CY Total Expenses | $2,360,116 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $692,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,117,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,170,296 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,088 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,672 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,071,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,107,624 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Research, education, and public awareness of the political, moral and philosophical principles of free and democratic societies. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $279,962 | ExpenseAmt |
| Revenue | $29,786 | RevenueAmt |
| Desc | Program on Family, Marriage and Democracy In 2013, the Institute completed its sponsorship of the New Family Structures Study at the University of Texas at Austin that surveyed the welfare of young adults across the United States who were raised in different kinds of family settings. The Institute also sponsored the creation of a new program to educate local communities about marriage. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $745,242 | ExpenseAmt |
| Revenue | $319,235 | RevenueAmt |
| Desc | Center on Ethics The University- In the summer of 2013, this Center held six seminars on philosophy, political theory, social science, legal theory, and ethics for students in high school, college, PhD programs, law school, and medical school. A survey of the seminars 696 alumni shows that one fifth are studying in PhD programs 5 are tenured professors in American universities and colleges 48 are in tenure-track professorships and others have clerked or are clerking with federal judges. This Center sponsored the scholarship of eight young PhD students or postdoctoral scholars in 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $246,987 | ExpenseAmt |
| Revenue | $1,142,007 | RevenueAmt |
| Desc | Center on Religion The Constitution- In 2013 this Center hosted a small conference on religious freedom and created a new program to foster public discussion of the need for greater respect for human rights abroad. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $435,113 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $232,125 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,707,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Witherspoon Institute Inc Co Luis Tellez | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096888779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Stockton Street | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mark O'Brien | ||||||||
| Trustee, Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John M Metzger | ||||||||
| Trustee, Secretary | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah Garwood | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Michael G Crofton | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Boyd C Smith | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| John G Endriz | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Roger Naill | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Eric Cohen | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Sean Fieler | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Stephen T Whelan | ||||||||
| Trustee, Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eugene J Zurlo | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Frederic Clark | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Michael Maibach | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Daniel N Mezzalingua | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Ion Ratiu | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Simone Scumpia | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| William Mumma | ||||||||
| Trustee | 000.50 | Yes (X) | $0 | $0 | $0 | |||
| Luis E Tellez | ||||||||
| President | 040.00 | Yes (X) | Yes (X) | $58,396 | $0 | $0 | Yes (X) | |
| Matthew Franck | ||||||||
| Director | 040.00 | $147,917 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $206,313 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,304,277 | AllOtherContributionsAmt |
| Noncash Contributions | $71,681 | NoncashContributionsAmt |
| Total Contributions | $2,304,277 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Income | Desc |
| Business | 511190 | BusinessCd |
| Total Revenue Column | $118,677 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,677 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,336 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,437,658 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $562,342 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562,342 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,052,632 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,675 | TotalAmt |
| Program Services | $386,675 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,313 | TotalAmt |
| Program Services | $147,917 | ProgramServicesAmt |
| Management And General | $58,396 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,516 | TotalAmt |
| Program Services | $513,599 | ProgramServicesAmt |
| Management And General | $110,917 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,710 | TotalAmt |
| Program Services | $15,940 | ProgramServicesAmt |
| Management And General | $1,770 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,603 | TotalAmt |
| Program Services | $47,343 | ProgramServicesAmt |
| Management And General | $5,260 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,051 | TotalAmt |
| Program Services | $59,981 | ProgramServicesAmt |
| Management And General | $14,070 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,900 | TotalAmt |
| Management And General | $21,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,034 | TotalAmt |
| Management And General | $20,034 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,063 | TotalAmt |
| Management And General | $56,215 | ManagementAndGeneralAmt |
| Fundraising | $4,848 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,313 | TotalAmt |
| Management And General | $21,313 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,279 | TotalAmt |
| Program Services | $282,405 | ProgramServicesAmt |
| Management And General | $52,874 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,478 | TotalAmt |
| Management And General | $77,478 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,737 | TotalAmt |
| Management And General | $12,737 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Other Program Expenses | $196,375 | $196,375 | |
| Publishing Expense | $57,069 | $57,069 | |
| Bad Debt Expense | $195,000 | $195,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,116 | TotalAmt |
| Program Services | $1,707,304 | ProgramServicesAmt |
| Management And General | $647,964 | ManagementAndGeneralAmt |
| Fundraising | $4,848 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,988 | BOYAmt |
| EOY | $362,783 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,773 | BOYAmt |
| EOY | $252,410 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,549 | BOYAmt |
| EOY | $1,056,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,240 | BOYAmt |
| EOY | $17,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,020,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,670 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,042 | BOYAmt |
| EOY | $2,221,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,795,577 | BOYAmt |
| EOY | $4,260,198 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,117,592 | BOYAmt |
| EOY | $8,170,296 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,088 | BOYAmt |
| EOY | $62,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,088 | BOYAmt |
| EOY | $62,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,949,622 | BOYAmt |
| EOY | $4,419,621 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,882 | BOYAmt |
| EOY | $3,688,003 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,071,504 | BOYAmt |
| EOY | $8,107,624 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,117,592 | BOYAmt |
| EOY | $8,170,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $692,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $343,606 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $2,109,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,088,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,256,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,666,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,304,277 | CurrentTaxYearAmt |
| Total | $10,425,972 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,109,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,088,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,256,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,666,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,304,277 | CurrentTaxYearAmt |
| Total | $10,425,972 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,425,972 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,336 | CurrentTaxYearAmt |
| Total | $296,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,722,777 | TotalSupportAmt |
| Public Support CY170 | 0.97230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $497,100 | OtherCostOrOtherBasisAmt |
| Book Value | $497,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,137,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,149 | DepreciationAmt |
| Book Value | $813,345 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,173,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $262,134 | DepreciationAmt |
| Book Value | $911,118 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,803 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,803 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,584 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,221,563 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,396,236 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $343,604 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $343,604 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,052,632 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,052,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,360,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,360,116 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,360,116 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 2 | FormAndLineReferenceDesc |
| Explanation | See note 11 of audited financial statements. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | RegionTxt |
| Type Of Activities Conducted | Grants to Recipient Located in Region | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Center on Ethics University | SpecificServicesProvidedTxt |
| Region Total Expenditures | $95,167 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $95,167 | SubtotalSpentAmt |
| Total Spent | $95,167 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | RegionTxt |
| Purpose Of Grant | Research | PurposeOfGrantTxt |
| Cash Grant | $95,167 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 2 | Funds were monitored through inquiry, annual audit, periodic reports and board meetings. |
| Part I Line 3 | Accrual accounting method was used. No investments. The only expenditure was the cost to make the wire transfer. |
| Part II Line 1 | The grant was made to the Institute for the Study of Philosophy, Politics and Religion ISPPR, located in the United Kingdom. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Center for the Study of Technology | ||||||
| 1730 M Street NW Suite 910 | Washington | DC | 20017 | 501c3 | $35,000 | Science Research |
| Kansas State University | ||||||
| 118 Anderson Hall | Manhattan | KS | 66506 | 501c3 | $15,886 | NFSS Research |
| University of Texas at Austin | ||||||
| 1 University Station G 1800 | Austin | TX | 78701 | 501c3 | $80,730 | NFSS Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Fellowships | 8 | $89,500 |
| Grants | 1 | $8,000 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philadelphia Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee | RelationshipDescriptionTxt |
| Transaction | $20,034 | TransactionAmt |
| Transaction | Investment Fees | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 32a | FormAndLineReferenceDesc |
| Explanation | Management uses a investment broker to sell donated securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 47,078, Grants and allocations 0, Revenue 12,105 Science and Ethics- The Institute Council on Ethics and the Integrity of Science was created under the leadership of Robert P. George of Princeton University and Donald W. Landry, chairperson of the Department of Medicine at the Columbia University Medical Center. The Council consists of fifteen distinguished scientists, physicians, philosophers, theologians, and legal scholars, charged with studying both the fundamental ethical questions and the practical policy questions raised by mondern science and technology, with a specail emphasis on the life sciences and the protection of human dignity. |
| Form 990, Part III, Line 4d | Program Service Expenses 119,140, Grants and allocations 0, Revenue 86,726 Religion Civil Society |
| Form 990, Part III, Line 4d | Program Service Expenses 124,311, Grants and allocations 0, Revenue 51,000 Political Thought Cnstitutional Govt |
| Form 990, Part III, Line 4d | Program Service Expenses 51,546, Grants and allocations 0, Revenue 0 Ethics, Culture Development |
| Form 990, Part III, Line 4d | Program Service Expenses 93,038, Grants and allocations 0, Revenue 82,294 Other Programs |
| Form 990, Part VI, Section A, Line 2 | The organization has a business relationship with an entity whose employee is a trustee of the organization. See Schedule L for details. |
| Form 990, Part VI, Section B, Line 11a | The organization reviews Form 990 for completeness and accuracy before filing. |
| Form 990, Part VI, Section B, Line 12c | Annual notification of conflicts are required of the board. |
| Form 990, Part VI, Section B, Line 15b | CEO is annually reviewed by the Trustees. |
| Form 990, Part VI, Section C, Line 19 | Documents are open to public inspection and are avilable upon request. |
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