JACKSON LABORATORY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: JACKSON LABORATORY (EIN 01-0211513)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-14
IRS object ID: 201443189349303299
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 C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T11:56:15-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 South Street	AddressLine1
City	Boston	City
State	MA	State
ZIP Code	02111	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	010211513	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JACKSON LABORATORY	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% LINDA A JENSEN	InCareOfNm
Business Name Control	JACK	BusinessNameControlTxt
Phone	2072886000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1
Address Line2	Suite	AddressLine2
City	BAR HARBOR	City
State	ME	State
ZIP Code	04609	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LINDA JENSEN	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2072886000	PhoneNum
Signature	2014-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TARA D'AGOSTINO	PreparerPersonNm
PTIN	P01245482	PTIN
Phone	2072886000	PhoneNum

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	EDISON T LIU MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1
City	BAR HARBOR	City
State	ME	State
ZIP Code	04609	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$424,488,622	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.JAX.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1929	FormationYr
Legal Domicile State	ME	LegalDomicileStateCd
Activity Or Mission	WE DISCOVER PRECISE GENOMIC SOLUTION FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	20	VotingMembersIndependentCnt
Total Employee	1725	TotalEmployeeCnt
Total Volunteers	55	TotalVolunteersCnt
Total Gross UBI	$8,226	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$7,733	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$67,271,113	PYContributionsGrantsAmt
CY Contributions Grants	$74,310,661	CYContributionsGrantsAmt
PY Program Service Revenue	$159,830,571	PYProgramServiceRevenueAmt
CY Program Service Revenue	$161,752,623	CYProgramServiceRevenueAmt
PY Investment Income	$2,796,712	PYInvestmentIncomeAmt
CY Investment Income	$15,332,676	CYInvestmentIncomeAmt
PY Other Revenue	$1,181,585	PYOtherRevenueAmt
CY Other Revenue	$5,736,826	CYOtherRevenueAmt
PY Total Revenue	$231,079,981	PYTotalRevenueAmt
CY Total Revenue	$257,132,786	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,500	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$111,935,295	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$114,591,517	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$130,573	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,566,268	CYTotalFundraisingExpenseAmt
PY Other Expenses	$91,016,891	PYOtherExpensesAmt
CY Other Expenses	$101,389,780	CYOtherExpensesAmt
PY Total Expenses	$202,952,186	PYTotalExpensesAmt
CY Total Expenses	$216,129,370	CYTotalExpensesAmt
PY Revenues Less Expenses	$28,127,795	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$41,003,416	CYRevenuesLessExpensesAmt
Total Assets BOY	$527,038,278	TotalAssetsBOYAmt
Total Assets EOY	$612,525,781	TotalAssetsEOYAmt
Total Liabilities BOY	$176,017,760	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$195,747,777	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$351,020,518	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$416,778,004	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$100,095,171	ExpenseAmt
Grant	$17,500	GrantAmt
Revenue	$161,411,153	RevenueAmt
Desc	DEVELOP AND PROVIDE GENETIC RESOURCES AND SERVICES - PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$74,456,538	ExpenseAmt
Revenue	$51,116	RevenueAmt
Desc	BIOMEDICAL RESEARCH - PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,009,556	ExpenseAmt
Revenue	$539,930	RevenueAmt
Desc	EDUCATION AND TRAINING - PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$180,561,265	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (true)	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	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	186	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1725	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	22	GoverningBodyVotingMembersCnt
Independent Voting Member	20	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
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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	LINDA A JENSEN	PersonNm
Phone	2072886108	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 MAIN STREET	AddressLine1
City	BAR HARBOR	City
State	ME	State
ZIP Code	04609	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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
EDISON T LIU MD
CHIEF EXECUTIVE OFFICER	40.0	Yes (X)	Yes (X)	$817,268	$0	$129,951
CHARLES E HEWETT PHD
EXECUTIVE VICE PRESIDENT	40.0	Yes (X)	Yes (X)	$623,521	$0	$293,267
DAVID BALTIMORE PhD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DAVID R CABOT
TRUSTEE	1.0	Yes (X)		$0	$0	$0
KATHLEEN A CORBET
TRUSTEE	1.0	Yes (X)		$0	$0	$0
LOUIS J D'AMBROSIO
TRUSTEE	1.0	Yes (X)		$0	$0	$0
JEFFREY DUNN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DAVID D ELLIMAN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
ANTHONY B EVNIN PhD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
JAMES J GALLOGLY
TREASURER	1.0	Yes (X)	Yes (X)	$0	$0	$0
PETER F GERRITY
SECRETARY	1.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD S GURIN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
LEO A HOLT
CHAIR OF BOARD	1.0	Yes (X)		$0	$0	$0
WESLIE R JANEWAY
VICE CHAIR OF BOARD	1.0	Yes (X)		$0	$0	$0
RICHARD S LANNAMANN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
SAM R LITTLE
TRUSTEE	1.0	Yes (X)		$0	$0	$0
TOM MANIATIS
TRUSTEE	1.0	Yes (X)		$0	$0	$0
NEAL B MILCH JD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DENNIS PAUSTENBACH PhD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
CHARLES M RICE PhD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DAVID J ROUX
TRUSTEE	1.0	Yes (X)		$0	$0	$0
EDWARD RUBIN MD PhD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DAVID VALLE MD
TRUSTEE	1.0	Yes (X)		$0	$0	$0
THOMAS S VOLPE
TRUSTEE	1.0	Yes (X)		$0	$0	$0
LINDA A JENSEN MS
CHIEF FINANCIAL OFFICER	40.0		Yes (X)	$335,519	$0	$54,059
BRIAN R LESLIE
GENERAL COUNSEL	40.0		Yes (X)	$306,419	$0	$26,602
JAY VETELINO
ASSISTANT TREASURER	40.0		Yes (X)	$112,036	$0	$35,593
JANA ROBINSON
ASSISTANT SECRETARY	40.0		Yes (X)	$70,942	$0	$25,627
ROBERT E BRAUN PHD
VICE PRESIDENT RESEARCH	40.0			$353,963	$0	$36,618	Yes (X)
LEAH RAE B DONAHUE PHD
DIR GENETIC RESOURCE SCIENCE	40.0			$241,062	$0	$49,460	Yes (X)
CHARLES LEE MD
SCIENTIFIC DIRECTOR, JAX GM	37.0			$186,938	$0	$8,798	Yes (X)
AUROBINDO NAIR PHD
GM SCIENTIFIC RESEARCH SVCS	40.0			$345,682	$0	$56,789	Yes (X)
KATHY L VANDEGRIFT
ASSOCIATE GENERAL MANAGER	40.0			$304,982	$0	$45,759	Yes (X)
MICHAEL HYDE
VP EXTERNAL AFFAIRS	40.0			$327,208	$0	$83,195	Yes (X)
JANAN T EPPIG PHD
PROFESSOR	40.0			$236,828	$0	$43,953		Yes (X)
KRISTEN B ROZANSKY
VP DEVELOPMENT & COMMUNICATION	40.0			$240,204	$0	$14,664		Yes (X)
YIJUN RUAN PHD
DIRECTOR, JAX GM	40.0			$324,324	$0	$45,564		Yes (X)
LINDA WATERMAN DVM
SR DIR LAB ANIMAL HEALTH	40.0			$245,566	$0	$25,908		Yes (X)
MICHAEL WATERS
SR DIR OPPORTUNITY DEVELOPMENT	40.0			$241,443	$0	$43,992		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,313,905	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,019,799	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	161	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
CENTERBROOK ARCHITECT AND PLANNERS
PO BOX 955	CENTERBROOK	CT	06409	ARCHITECT	$1,930,589
COLUMBUS IT PARTNER USA
750 WASHINGTON BLVD	STAMFORD	CT	06901	IT CONSULTING	$1,475,647
GILBANE BUILDING COMPANY
7 JACKSON WALKWAY	PROVIDENCE	RI	02903	CONSTRUCTION MGMT	$862,770
DIGITAL CONSULTING SOFTWARE
2277 PLAZA DRIVE	SUGARLAND	TX	77479	IT CONSULTING	$843,243
FUSION CONSULTING INC
5215 N OCONNOR BLVD	IRVING	TX	75039	IT CONSULTING	$551,513

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	30	CntrctRcvdGreaterThan100KCnt
Fundraising	$290,410	FundraisingAmt
Government Grants	$63,333,388	GovernmentGrantsAmt
All Other Contributions	$10,686,863	AllOtherContributionsAmt
Noncash Contributions	$512,694	NoncashContributionsAmt
Total Contributions	$74,310,661	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GENETIC RESOURCES	541700	$161,161,577	$161,161,577
TRAINING & EDUCATION	541700	$539,930	$539,930
RESEARCH	541700	$51,116	$51,116

Field	Value	IRS element (for citing)
Total Program Service Revenue	$161,752,623	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,619,662	TotalRevenueColumnAmt
Unrelated Business Revenue	$8,226	UnrelatedBusinessRevenueAmt
Exclusion	$1,611,436	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,576,477	TotalRevenueColumnAmt
Exclusion	$5,576,477	ExclusionAmt

Gross Rents GrossRentsGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$180,967,948	SecuritiesAmt
Other	$6,050	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$166,658,329	SecuritiesAmt
Other	$602,655	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$14,309,619	SecuritiesAmt
Other	-$596,605	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,713,014	TotalRevenueColumnAmt
Exclusion	$13,713,014	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$5,625	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$290,410	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$94,852	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$89,227	TotalRevenueColumnAmt
Exclusion	-$89,227	ExclusionAmt

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$249,576	TotalRevenueColumnAmt
Related Or Exempt Func Income	$249,576	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$249,576	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$257,132,786	TotalRevenueColumnAmt
Related Or Exempt Func Income	$162,002,199	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,226	UnrelatedBusinessRevenueAmt
Exclusion	$20,811,700	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$17,500	TotalAmt
Program Services	$17,500	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	$6,048,265	TotalAmt
Program Services	$1,264,455	ProgramServicesAmt
Management And General	$4,783,810	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$80,317,401	TotalAmt
Program Services	$65,988,417	ProgramServicesAmt
Management And General	$13,129,653	ManagementAndGeneralAmt
Fundraising	$1,199,331	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,383,225	TotalAmt
Program Services	$5,676,740	ProgramServicesAmt
Management And General	$601,908	ManagementAndGeneralAmt
Fundraising	$104,577	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,643,025	TotalAmt
Program Services	$10,737,308	ProgramServicesAmt
Management And General	$4,734,570	ManagementAndGeneralAmt
Fundraising	$171,147	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,199,601	TotalAmt
Program Services	$5,093,564	ProgramServicesAmt
Management And General	$1,013,462	ManagementAndGeneralAmt
Fundraising	$92,575	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$595,361	TotalAmt
Program Services	$7,507	ProgramServicesAmt
Management And General	$587,854	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$344,000	TotalAmt
Program Services	$25,000	ProgramServicesAmt
Management And General	$319,000	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$54,596	TotalAmt
Management And General	$54,596	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$130,573	TotalAmt
Fundraising	$130,573	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$238,384	TotalAmt
Management And General	$238,384	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,169,166	TotalAmt
Program Services	$9,022,128	ProgramServicesAmt
Management And General	$990,390	ManagementAndGeneralAmt
Fundraising	$156,648	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$607,491	TotalAmt
Program Services	$553,598	ProgramServicesAmt
Management And General	$53,893	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,006,977	TotalAmt
Program Services	$1,170,368	ProgramServicesAmt
Management And General	$761,788	ManagementAndGeneralAmt
Fundraising	$74,821	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,745,062	TotalAmt
Program Services	$4,652,210	ProgramServicesAmt
Management And General	$1,022,513	ManagementAndGeneralAmt
Fundraising	$70,339	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$91,918	TotalAmt
Program Services	$91,918	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,694,686	TotalAmt
Program Services	$10,653,304	ProgramServicesAmt
Management And General	$977,719	ManagementAndGeneralAmt
Fundraising	$63,663	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,617,309	TotalAmt
Program Services	$3,476,697	ProgramServicesAmt
Management And General	$869,675	ManagementAndGeneralAmt
Fundraising	$270,937	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$443,322	TotalAmt
Program Services	$370,739	ProgramServicesAmt
Management And General	$67,893	ManagementAndGeneralAmt
Fundraising	$4,690	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,251,277	TotalAmt
Program Services	$3,133,034	ProgramServicesAmt
Management And General	$107,383	ManagementAndGeneralAmt
Fundraising	$10,860	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$23,069,093	TotalAmt
Program Services	$21,702,269	ProgramServicesAmt
Management And General	$1,263,239	ManagementAndGeneralAmt
Fundraising	$103,585	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,460,359	TotalAmt
Program Services	$1,402,810	ProgramServicesAmt
Management And General	$52,483	ManagementAndGeneralAmt
Fundraising	$5,066	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
OTHER SERVICES	$1,502,876	$1,286,940	$210,293	$5,643
STIPENDS	$777,476	$777,476
SUPPLIES	$34,073,089	$32,958,764	$1,024,607	$89,718
EQUIPMENT RENTAL	$464,764	$338,978	$124,700	$1,086

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$182,574	TotalAmt
Program Services	$159,541	ProgramServicesAmt
Management And General	$12,024	ManagementAndGeneralAmt
Fundraising	$11,009	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$216,129,370	TotalAmt
Program Services	$180,561,265	ProgramServicesAmt
Management And General	$33,001,837	ManagementAndGeneralAmt
Fundraising	$2,566,268	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$25,000	BOYAmt
EOY	$25,000	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$127,411,597	BOYAmt
EOY	$121,799,993	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,608,605	BOYAmt
EOY	$6,944,458	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,269,357	BOYAmt
EOY	$18,160,263	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,400,000	BOYAmt
EOY	$400,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,113,025	BOYAmt
EOY	$2,534,227	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,745,110	BOYAmt
EOY	$5,116,981	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$545,181,677	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$216,149,315	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$245,584,201	BOYAmt
EOY	$329,032,362	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$50,547,308	BOYAmt
EOY	$64,791,916	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$40,207,968	BOYAmt
EOY	$44,173,801	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	$32,126,107	BOYAmt
EOY	$19,546,780	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$527,038,278	BOYAmt
EOY	$612,525,781	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$35,361,286	BOYAmt
EOY	$42,712,651	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	$8,529,837	BOYAmt
EOY	$7,289,540	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$109,371,484	BOYAmt
EOY	$106,014,868	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$5,262,000	BOYAmt
EOY	$27,720,155	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	$17,493,153	BOYAmt
EOY	$12,010,563	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$176,017,760	BOYAmt
EOY	$195,747,777	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$310,202,312	BOYAmt
EOY	$369,076,773	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,170,686	BOYAmt
EOY	$37,321,434	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,647,520	BOYAmt
EOY	$10,379,797	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$351,020,518	BOYAmt
EOY	$416,778,004	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$527,038,278	BOYAmt
EOY	$612,525,781	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$41,003,416	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,312,903	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$27,066,973	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$69,040,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$73,823,292	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,644,804	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,271,113	CurrentTaxYearMinus1YearAmt
Current Tax Year	$74,310,661	CurrentTaxYearAmt
Total	$326,090,533	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$69,040,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$73,823,292	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,644,804	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,271,113	CurrentTaxYearMinus1YearAmt
Current Tax Year	$74,310,661	CurrentTaxYearAmt
Total	$326,090,533	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$326,090,533	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,370,975	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,954,194	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,311,932	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,888,204	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,196,139	CurrentTaxYearAmt
Total	$18,721,444	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,274	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,551	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,206	CurrentTaxYearMinus2YearsAmt
Total	$62,031	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$131,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,635	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$220,423	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$225,566	CurrentTaxYearMinus1YearAmt
Current Tax Year	$255,201	CurrentTaxYearAmt
Total	$850,825	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$345,724,833	TotalSupportAmt
Gross Receipts Rltd Activities	$685,166,170	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94321	PublicSupportCY170Pct
Public Support PY170	0.95244	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$188,554	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Total Lobbying Expenditures	$188,554	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION	FormAndLineReferenceDesc
Explanation	PART II-B, LINE 1G THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2013 WAS $188,554, WHICH WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES AND $10,000 FOR AN ENGAGEMENT WITH THE PETRIZZO GROUP INC., OF WASHINGTON DC TO ARRANGE INTRODUCTIONS WITH PROGRAM OFFICERS IN VARIOUS FEDERAL AGENCIES.	ExplanationTxt

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$87,452,850	BeginningYearBalanceAmt
Contributions	$74,725	ContributionsAmt
Investment Earnings Or Losses	-$5,827,854	InvestmentEarningsOrLossesAmt
Other Expenditures	$858,656	OtherExpendituresAmt
End Year Balance	$80,841,065	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$74,765,000	BeginningYearBalanceAmt
Contributions	$2,345,649	ContributionsAmt
Investment Earnings Or Losses	$10,790,669	InvestmentEarningsOrLossesAmt
Other Expenditures	$448,468	OtherExpendituresAmt
End Year Balance	$87,452,850	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$58,922,000	BeginningYearBalanceAmt
Contributions	$6,051,000	ContributionsAmt
Investment Earnings Or Losses	$10,277,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$485,000	OtherExpendituresAmt
End Year Balance	$74,765,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.62000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.09000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.29000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,294,126	OtherCostOrOtherBasisAmt
Book Value	$6,294,126	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$331,273,188	OtherCostOrOtherBasisAmt
Depreciation	$146,062,797	DepreciationAmt
Book Value	$185,210,391	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$106,639,038	OtherCostOrOtherBasisAmt
Depreciation	$70,086,518	DepreciationAmt
Book Value	$36,552,520	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$100,975,325	OtherCostOrOtherBasisAmt
Book Value	$100,975,325	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$329,032,362	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
US EQUITY	$16,768,433	F
INTERNATIONAL EQUITY	$11,422,552	F
ALTERNATIVE	$15,982,816	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$44,173,801	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
RETIREMENT PLAN OBLIGATIONS	$6,663,241
INTEREST RATE SWAP	$5,347,322

Field	Value	IRS element (for citing)
Total Liability	$12,010,563	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$281,678,487	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,312,903	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$4,250	DonatedServicesAndUseFcltsAmt
Other Revenue	$27,064,973	OtherRevenueAmt
Revenue Not Reported	$24,756,320	RevenueNotReportedAmt
Revenue Subtotal	$256,922,167	RevenueSubtotalAmt
Investment Expenses Not Incld	$305,471	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$94,852	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$210,619	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$257,132,786	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$215,921,001	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$4,250	DonatedServicesUseFcltsAmt
Other Expenses Included	$94,852	OtherExpensesIncludedAmt
Expenses Not Reported	$99,102	ExpensesNotReportedAmt
Expenses Subtotal	$215,821,899	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$305,471	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$2,000	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$307,471	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$216,129,370	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ENDOWMENT FUNDS	PART V, LINE 4 THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY ENDOWMENT INCOME, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. IN ADDITION, WHEN CONSIDERING THE AMOUNT OF INCOME TO APPROPRIATE FROM BOARD-DESIGNATED ASSETS, THE TRUSTEES CONSIDER THE NEED TO MAINTAIN UNRESTRICTED ASSETS TO MEET LIQUIDITY COVENANTS RELATED TO OUTSTANDING BONDS. ACCORDINGLY, THE BOARD OF TRUSTEES HAS SET THE INVESTMENT ALLOCATION TO ACHIEVE A NOMINAL RATE OF RETURN THAT WILL AT LEAST COVER INFLATION AND THE SPEND RATE WITH A PRUDENT LEVEL OF RISK. THE INVESTMENT ALLOCATION FOR THE BOARD-DESIGNATED PORTION OF THE ENDOWMENT IS SET TO ACHIEVE GREATER STABILITY IN THE VALUE OF INVESTMENTS. THE BOARD ALLOCATED 4% OF THE THREE YEAR AVERAGE VALUE OF DONOR-DESIGNATED ENDOWMENT BALANCES TO SUPPORT THE DESIGNATED PROGRAMS. ALL EARNINGS ON DONOR ENDOWMENTS ESTABLISHED TO PROVIDE GENERAL SUPPORT FOR THE LABORATORY AS APPROVED BY THE BOARD OF TRUSTEES WERE RETAINED IN THE ENDOWMENT. THE BOARD OF TRUSTEES WISHES TO INCREASE THE AMOUNT OF ENDOWMENT SUPPORT AVAILABLE IN THE FUTURE.
LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740)	PART X, LINE 2 THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER REVENUE ON FINANCIAL STATEMENTS NOT ON RETURN	PART XI, LINE 2D UNREALIZED GAINS ON INTEREST RATE SWAPS 3,649,266 CHANGES IN ACTUARIAL ASSUMPTIONS 798,400 FAIR MARKET VALUE ADJUSTMENT ON LOANS 22,619,307 INCOME TAX EXPENSES NETTED IN REVENUE (2,000) TOTAL 27,064,973
OTHER REVENUE ON RETURN NOT IN FINANCIAL STATEMENTS	PART XI, LINE 4B RECLASS OF FUNDRAISING EXPENSES (94,852)
OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENT NOT ON RETURN	PART XII, LINE 2D RECLASS OF FUNDRAISING EXPENSES 94,852 OTHER EXPENSE ON RETURN NOT ON FINANCIAL STATEMENT PART XII, LINE 4B INCOME TAX EXPENSES NETTED IN REVENUE 2,000

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	1	Program Services	RESEARCH	$133,441
Central America and the Caribbean		Investments		$23,955,720
East Asia and the Pacific		Program Services	RESEARCH	$13,500
Central America and the Caribbean		Program Services	GENETIC RESOURCES	$0
East Asia and the Pacific		Program Services	GENETIC RESOURCES	$0
Europe (Including Iceland and Greenland)		Program Services	GENETIC RESOURCES	$0
Middle East and North Africa		Program Services	GENETIC RESOURCES	$0
North America		Program Services	GENETIC RESOURCES	$0
Russia and the Newly Independent States		Program Services	GENETIC RESOURCES	$0
South America		Program Services	GENETIC RESOURCES	$0
South Asia		Program Services	GENETIC RESOURCES	$0
Sub-Saharan Africa		Program Services	GENETIC RESOURCES	$0

Field	Value	IRS element (for citing)
Subtotal Employees	1	SubtotalEmployeesCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$24,102,661	SubtotalSpentAmt
Total Spent	$24,102,661	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	GRENZEBACH GLIER ASSOC 401 N MIC	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 N MICHIGAN AVENUE SUITE 2800	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60611	ZIPCode

Field	Value	IRS element (for citing)
Activity	STR CONSULT FUNDRAISING	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$130,573	RetainedByContractorAmt
Net To Organization	-$130,573	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$130,573	TotalRetainedByContractorsAmt
Total Net To Organization	-$130,573	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	PA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	DISCOVERY DAYS	NameOfEvent1Amt
Gross Receipts Event1	$133,575	GrossReceiptsEvent1Amt
Charitable Contri Event1	$127,950	CharitableContriEvent1Amt
Gross Revenue Event1	$5,625	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$79,792	OtherDirectExpensesEvent1Amt
Name Of Event2	PORTLAND LUNCH	NameOfEvent2Amt
Gross Receipts Event2	$104,825	GrossReceiptsEvent2Amt
Charitable Contri Event2	$104,825	CharitableContriEvent2Amt
Other Direct Expenses Event2	$9,507	OtherDirectExpensesEvent2Amt
Other Events Total	10	OtherEventsTotalCnt
Gross Receipts Other Events	$57,635	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$57,635	CharitableContriOtherEventsAmt
Oth Direct Expnss Other Events	$5,553	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$296,035	GrossReceiptsTotalAmt
Charitable Contributions Tot	$290,410	CharitableContributionsTotAmt
Gross Revenue Total Events	$5,625	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$94,852	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$94,852	DirectExpenseSummaryEventsAmt
Net Income Summary	-$89,227	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CONNECTICUT UNITED FOR RESEARCH EXCELLENCE	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 CHURCH STREET	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	06103	ZIPCode

Field	Value	IRS element (for citing)
Recipient EIN	061304212	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$12,500	CashGrantAmt
Purpose Of Grant	SUPPORT	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	MONITOR THE USE OF GRANT FUNDS	FormAndLineReferenceDesc
Explanation	PART I, LINE 2 THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS IS DETERMINED ON AN ANNUAL BASIS.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
EDISON T LIU MD
CHIEF EXECUTIVE OFFICER	$748,616	$0	$50,000	$0	$18,652	$0	$103,500	$0	$26,451	$0	$947,219	$0	$0	$0
CHARLES E HEWETT PHD
EXECUTIVE VICE PRESIDENT	$536,069	$0	$50,000	$0	$37,452	$0	$268,500	$0	$24,767	$0	$916,788	$0	$0	$0
LINDA A JENSEN MS
CHIEF FINANCIAL OFFICER	$281,833	$0	$40,000	$0	$13,686	$0	$25,500	$0	$28,559	$0	$389,578	$0	$0	$0
BRIAN R LESLIE
GENERAL COUNSEL	$265,872	$0		$0	$40,547	$0	$10,938	$0	$15,664	$0	$333,021	$0	$0	$0
JANAN T EPPIG PHD
PROFESSOR	$236,828	$0	$0	$0	$0	$0	$23,572	$0	$20,381	$0	$280,781	$0	$0	$0
KRISTEN B ROZANSKY
VP DEVELOPMENT & COMMUNICATION	$195,737	$0	$0	$0	$44,467	$0	$1,231	$0	$13,433	$0	$254,868	$0	$0	$0
YIJUN RUAN PHD
DIRECTOR, JAX GM	$312,287	$0	$0	$0	$12,037	$0	$21,593	$0	$23,971	$0	$369,888	$0	$0	$0
LINDA WATERMAN DVM
SR DIR LAB ANIMAL HEALTH	$202,359	$0	$38,900	$0	$4,307	$0	$16,535	$0	$9,373	$0	$271,474	$0	$0	$0
MICHAEL WATERS
SR DIR OPPORTUNITY DEVELOPMENT	$196,436	$0	$28,051	$0	$16,956	$0	$19,086	$0	$24,906	$0	$285,435	$0	$0	$0
ROBERT E BRAUN PHD
VICE PRESIDENT RESEARCH	$318,577	$0	$10,000	$0	$25,386	$0	$25,500	$0	$11,118	$0	$390,581	$0	$0	$0
LEAH RAE B DONAHUE PHD
DIR GENETIC RESOURCE SCIENCE	$186,474	$0	$30,000	$0	$24,588	$0	$20,249	$0	$29,211	$0	$290,522	$0	$0	$0
CHARLES LEE MD
SCIENTIFIC DIRECTOR, JAX GM	$118,077	$0	$0	$0	$68,861	$0	$0	$0	$8,798	$0	$195,736	$0	$0	$0
AUROBINDO NAIR PHD
GM SCIENTIFIC RESEARCH SVCS	$268,594	$0	$65,381	$0	$11,707	$0	$25,500	$0	$31,289	$0	$402,471	$0	$0	$0
KATHY L VANDEGRIFT
ASSOCIATE GENERAL MANAGER	$241,070	$0	$57,949	$0	$5,963	$0	$22,472	$0	$23,287	$0	$350,741	$0	$0	$0
MICHAEL HYDE
VP EXTERNAL AFFAIRS	$265,679	$0	$35,000	$0	$26,529	$0	$38,500	$0	$44,695	$0	$410,403	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BENEFITS	PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD.
SEVERANCE PAYMENT	PART I, LINE 4A THE JACKSON LABORATORY PAID SEVERANCE OF $9,806 TO THE SENIOR DIRECTOR OF OPPORTUNITY DEVELOPMENT DURING THE YEAR.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	PART I, LINE 4B THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). THE PRESIDENT/CEO AND EXECUTIVE VICE PRESIDENT/COO PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN THAT PROVIDES FOR A PORTION OF THEIR COMPENSATION TO BE DEFERRED UNDER A SECTION 457 (F) PLAN. THE PRESIDENT/CEO DEFERRED $78,000 AND THE EXECUTIVE VICE PRESIDENT/COO DEFERRED $75,000 UNDER THIS PLAN DURING CALENDAR YEAR 2013.
NON-FIXED PAYMENTS	PART I, LINE 7 THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS
A	943130123	00037CLX6	2007-09-12	$35,075,000	FINANCE CONSTRUCTION & REFUND	Yes (true)	false	false
FINANCE AUTHORITY OF MAINE
B	042456011		2012-08-31	$42,460,000	REFUND	false	false	false
ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS
C	943130123	00037CTH3	2012-10-24	$66,355,769	FINANCE CONSTRUCTION & REFUND

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$275,000	$32,750,000	$35,075,000	$0	$1,004,292	$0	$456,682	$0	$0	$31,597,588	$2,016,438	$0	2009	Yes (true)	false	Yes (true)	Yes (true)
B	$1,735,000	$0	$42,460,000	$0	$0	$0	$0	$0	$0	$0	$42,460,000	$0	2002	Yes (true)	false	Yes (true)	Yes (true)
C	$990,000	$0	$66,432,099	$0	$0	$37,252,968	$623,401	$0	$0	$26,665,257	$1,890,473	$0	2014	false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01107	0.01107	false	false	false	false
B	false	false	false		Yes (true)	Yes (true)	0.00072	0.00072	false	false	false	false
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01212	0.01212	false	false	false	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	false
0
B	false	false	false	Yes (true)	Yes (true)	false	false	0	false	false
0
C	false	Yes (true)	false	false	false	false	false	0	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BOND PROCEEDS - BOND ISSUE C	PART II, LINE 3 THE DIFFERENCE IN ISSUE PRICE AND LINE 3 PROCEEDS FOR BOND ISSUE C IS INTEREST INCOME FROM THE AMOUNTS HELD IN THE REFUNDING ESCROW ACCOUNT.
PART IV, LINE 2(C)	BOND ISSUE A - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 10/03/13 BY AMTEC (REFLECTING ACTIVITY THROUGH 08/31/13). BOND ISSUE B - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 01/23/14 BY AMTEC (REFLECTING ACTIVITY THROUGH 10/31/13).

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
BANGOR SAVINGS BANK
OFFICER - CHARLES HEWETT	$1,144,974	CREDIT CARD PROCESSING FEES	false
MADELEINE BRAUN PHD
KEY EMPLOYEE-ROBERT BRAUN	$142,660	EMPLOYMENT - FAMILY MEMBER	false

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	24	ContributionCnt
Noncash Contributions Rpt F990	$462,916	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

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

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	CATERING SUPPLIES	Desc
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$49,778	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV (INVOICES)	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATION'S MISSION	FORM 990, PART III, LINE 1 THE MISSION OF THE LABORATORY IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH. TO ACCOMPLISH THIS MISSION THE LABORATORY 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGICAL, AND GENETICALLY DETERMINED AILMENTS THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL ANIMALS; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC BASIS FOR HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, AND OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO THE MEDICAL COMMUNITY; 3) TRAINS AND EDUCATES SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH AND CLINICAL SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITY. THE LABORATORY ALSO WORKS TO ACCELERATE THE TRANSLATION OF DISCOVERIES MADE IN BASIC RESEARCH TO TREATMENTS FOR HUMAN DISEASE.
PROGRAM SERVICES	FORM 990, PART III, LINE 4A-4C 4A. GENETIC RESOURCES AND SERVICES ACCOMPLISHMENTS JAX PROVIDES THE SCIENTIFIC COMMUNITY WITH MOUSE GENETIC RESOURCES, RELATED TECHNOLOGIES, AND INFORMATION THAT SUPPORTS THEIR USE. THIS INCLUDES CONDUCTING PEER-REVIEWED, RESOURCE-GENERATING RESEARCH AND MANAGING THE MOUSE REPOSITORY, A COLLECTION OF NEARLY 7,000 UNIQUE STRAINS, MANY OF WHICH ARE AVAILABLE ONLY FROM JAX. JAX DEVELOPS MOUSE MODELS FOR HUMAN DISEASE, BEGINNING WITH DISCOVERIES OF SPONTANEOUS MUTANTS FROM JAX PRODUCTION COLONIES AND INCLUDING THE OPTIMIZATION OF MODELS ACQUIRED BY THE REPOSITORY. THIS EFFORT INCLUDES ENGINEERING NEW MODELS FOR OUR OWN HYPOTHESIS-DRIVEN RESEARCH. DURING 2013 THE LABORATORY WORKED ON 74 PROJECTS (34 TARGETED, 40 TRANSGENIC) TO CREATE MODELS FOR ALS, BIM1, CMAH DEFICIENCY, DRAVET SYNDROME, OROFACIAL-CLEFTING, MPS1, PARKINSON'S DISEASE, RETT SYNDROME, AND X-LINKED SMA. JAX HAS PILOT STUDIES TO HUMANIZE LARGE SEGMENTS OF THE MOUSE GENOME (10S TO 100S OF KILOBASE PAIRS, KBP). MODELING A DISEASE-RELATED DELETION POLYMORPHISM WITHIN A HUMAN LEUKEMIA GENE AS A TEST CASE, JAX SCIENTISTS ARE MOVING A 25-KBP SEGMENT OF HUMAN DNA INTO THE MOUSE GENOME USING THREE METHODS. METHOD I HARNESSES HOMOLOGOUS RECOMBINATION (HR), THE NATURAL BIOLOGICAL PROCESS BY WHICH CELLS REPAIR DNA DAMAGE. METHOD II MAKES USE OF CERTAIN ENZYMES (FOUND IN BAKER'S YEAST AND PARTICULAR BACTERIAL VIRUSES) THAT ARE CAPABLE OF SITE-SPECIFIC RECOMBINATION (SSR). METHOD III, A POTENTIAL JAX INNOVATION, WILL ATTEMPT TO TRIGGER RECOMBINATION USING SHORT, LINEAR DNA BRIDGING MOLECULES (DNAB). NO MATTER THE METHOD, EACH APPROACH AIMS TO PLACE HUMAN DNA INTO THE LARGER MOUSE GENOMIC CONTEXT; FIRST, WITHIN A BACTERIAL CARRIER; NEXT, IN MOUSE EMBRYONIC STEM CELLS; AND ULTIMATELY, IN LIVE MOUSE STRAINS. ONCE EXPANDED TO INCLUDE OTHER CANCER-RELATED GENES, THE BROADER GOAL IS TO PROVIDE A PUBLIC SCIENTIFIC RESOURCE FOR THE STUDY OF THE HEALTHY/PATHOLOGICAL ACTIVITIES OF HUMAN GENES AND THE DEVELOPMENT OF THERAPEUTICS, IN A WHOLE ANIMAL CONTEXT. THE MOUSE MUTANT RESOURCE (MMR) IS THE JACKSON LABORATORY'S PRIMARY REPOSITORY FOR THE ACQUISITION AND CHARACTERIZATION OF MICE CARRYING SPONTANEOUS, DISEASE-CAUSING MUTATIONS. A PRIMARY GOAL FOR THE MMR OVER THE PAST YEAR WAS TO INCREASE THE RATE OF IDENTIFYING CAUSATIVE MUTATIONS IN MMR STRAINS USING THE LATEST GENOMIC TECHNOLOGIES. THE NUMBER OF CAUSATIVE MUTATIONS IDENTIFIED IN THE MMR WAS 21 THROUGH THE FIRST HALF OF 2013. AS AN EXAMPLE, A MUTANT STRAIN OF SPECIAL INTEREST THIS YEAR IS "JAGGED TAIL LIKE" (JGL). THE JGL IS A SPONTANEOUS, RECESSIVE MUTATION THAT AROSE IN BALB/CBYJ. AFFECTED MALE MICE ARE INFERTILE DUE TO GERM CELL DEPLETION AND BOTH SEXES HAVE MILD SKELETAL DEFECTS. THE MUTATION WAS MAPPED TO A ~12 MB REGION ON CHROMOSOME 5 AND EXOME SEQUENCING REVEALED A NONSENSE MUTATION IN KNTC1 (KINETOCHORE ASSOCIATED 1), WHICH ENCODES THE MAMMALIAN HOMOLOG OF ROD, A PROTEIN THAT IS PART OF THE KINETOCHORE AND IS REQUIRED FOR RECRUITMENT OF DYNEIN. THIS IS THE FIRST REPORTED MOUSE MUTATION IN THIS GENE. A SECOND NOTABLE NOVEL STRAIN DISCOVERY THIS YEAR IS NEW MUTANT 3579. THIS RECESSIVE SPONTANEOUS MUTATION CAUSES NEUROLOGICAL, METABOLIC AND SKIN PHENOTYPES THAT ARE SIMILAR TO CUTIS-LAXA. EXOME SEQUENCING REVEALED A MUTATION IN PYCR2, WHICH IS ONE OF THREE GENES NECESSARY FOR PROLINE BIOSYNTHESIS. ROB BURGESS' LABORATORY, IN COLLABORATION WITH MMR STAFF, RECENTLY SUBMITTED A MANUSCRIPT ON THIS NOVEL STRAIN, ENTITLED "PYCR2 MUTATIONS LEAD TO MILD NEUROPATHY, SKIN PHENOTYPES, AND METABOLIC CHANGES IN MICE". THIS IS THE FIRST REPORT OF A MOUSE MUTATION IN PYCR2, AS WELL AS THE FIRST REPORT ASSOCIATING PYCR2 WITH CUTIS-LAXA. WHILE JAX DEVELOPS NEW MOUSE MODELS IN HOUSE, THE REPOSITORY'S MAJOR SOURCE OF NEW MOUSE STRAINS IS THE STRAIN ACQUISITION PROGRAM. ACQUISITION ADDED APPROXIMATELY 600 STRAINS IN 2013, INCREASING THE SIZE OF THE JAX COLLECTION TO >7,250 INDIVIDUAL MOUSE LINES. A KEY COMPONENT OF THE ACQUISITION PROCESS IS THE WORK DONE BY A TEAM OF CURATORS WHO ARE RESPONSIBLE FOR INTERACTING WITH DONATING LABORATORIES TO OBTAIN TECHNICAL INFORMATION AND ARRANGE IMPORTATION. CURATORS ASSIMILATE INFORMATION FROM DONATING RESEARCHERS AND PUBLISHED LITERATURE TO COMPOSE A "USER MANUAL" FOR EACH LINE. THIS INFORMATION IS ADDED TO THE JAXMICE CATALOGUE FOR USE BY THE SCIENTIFIC COMMUNITY. JAX OFFERS ONE OF THE MOST EXTENSIVE AND DIVERSE MOUSE RESOURCES IN EXISTENCE, ALLOWING US TO SUPPORT A WIDE ARRAY OF RESEARCH AND TO PRESERVE STRAINS THAT OTHERWISE MIGHT BE LOST. THE JAX CRE REPOSITORY IS AN INTEGRATED EFFORT TO GENERATE, CHARACTERIZE AND DISTRIBUTE CRE DRIVER TOOL STRAINS TO THE SCIENTIFIC COMMUNITY. THESE STRAINS ALLOW SCIENTISTS TO GENERATE PRECISE GENE DELETIONS IN A SPECIFIC ORGAN AT A SPECIFIC TIME. THE JAX CRE REPOSITORY CURRENTLY COMPRISES OVER 300 OF THESE STRAINS THAT COMPLEMENT OUR COLLECTION OF >500 "KNOCKOUT READY" STRAINS. WE EMPLOY A COMPREHENSIVE, HIGH-THROUGHPUT CRE DRIVER STRAIN CHARACTERIZATION PIPELINE, WHICH INCLUDES TWO EMBRYONIC AND TWO POSTNATAL TIME POINTS, TO PROVIDE EXTENDED FUNCTIONAL DATA FOR END USERS. ALL IMAGE AND ANNOTATION DATA IS AVAILABLE THROUGH OUR WEBSITE AND A NEW DATABASE DEVELOPED BY MOUSE GENOME INFORMATICS (MGI) AT JAX, CREPORTAL.ORG. THE CRE REPOSITORY WEBSITE IS ONE OF THE MOST HEAVILY VISITED SECTIONS OF ALL JAX WEBSITES, WITH OVER 120,000 PAGEVIEWS PER YEAR. CHARACTERIZATION DATA WEBPAGES SEE ESPECIALLY HEAVY TRAFFIC, DEMONSTRATING THAT THIS VALUE-ADDED INFORMATION IS BEING ACTIVELY EMPLOYED BY CRE MOUSE USERS. A MAJORITY OF THE STRAINS PRODUCED BY THE KNOCKOUT MOUSE PROJECT (KOMP2) AND INTERNATIONAL PHENOTYPING PROGRAMS CAN BE MODIFIED BY CRE TOOL STRAINS, SO THE LABORATORY IS WORKING TO ALIGN THE JAX CRE REPOSITORY WITH THIS EFFORT. TWO PROJECTS TOWARDS THIS END ARE UNDERWAY. THE FIRST LEVERAGES THE CAPACITY OF THE JAX KOMP2 PHENOTYPING CENTER TO DETERMINE IF POPULAR CRE STRAINS DISPLAY POTENTIALLY CONFOUNDING PHENOTYPES. THIS SET OF STRAINS COMPRISES THOSE WITH HIGH DISTRIBUTION HISTORY AND OTHERS OF SPECIFIC INTEREST. TEN STRAINS HAVE COMPLETED TESTING AND DATA ANALYSIS IS UNDERWAY. THE SECOND PROJECT IS BACKCROSSING AN OVERLAPPING SET TO C57BL/6NJ, PROVIDING A COMPLEMENTARY RESOURCE ON THE SAME GENETIC BACKGROUND AS THE KOMP2 RESOURCE. SIXTEEN STRAINS ARE IN PROGRESS,AND ARE 86%-100% CONGENIC ON THE C57BL/6NJ BACKGROUND, INCLUDING FIVE THAT ARE COMPLETE AND BEING REDERIVED INTO THE REPOSITORY FOR DISTRIBUTION. AS PART OF OUR FACEBASE CONSORTIUM PROJECT, WE ARE GENERATING 15 CRE DRIVER LINES FOR THE CRANIOFACIAL RESEARCH COMMUNITY OVER FIVE YEARS AND WILL BE THE REPOSITORY FOR THESE AND OTHER MODELS GENERATED BY THE CONSORTIUM. THESE STRAINS WILL ALLOW OTHER INVESTIGATORS TO DELETE GENES IN SPECIFIC PARTS OF THE DEVELOPING FACE AND PALATE, ALLOWING DEEPER UNDERSTANDING OF THE GENETIC MECHANISMS OF THESE BIRTH DEFECTS. FOUR NEW CRE DRIVER STRAINS ARE CHARACTERIZED AND PUBLICLY AVAILABLE, AND SEVERAL MORE (BOTH KNOCK-IN AND TRANSGENIC ALLELES) WILL BE PUBLIC THIS YEAR. OUR CHARACTERIZATION SCHEME BUILDS UPON THE PLATFORM DESCRIBED ABOVE AND INCORPORATES ADDITIONAL TIME POINTS AND TISSUES SPECIFIC TO THE TARGET STRUCTURES. OVERALL, THIS PROJECT PROVIDES A MODEL FOR ADDITIONAL CRE DRIVER STRAIN PROJECTS TO ADD TO THE OVERALL CRE REPOSITORY. KNOCKOUT MOUSE PROJECT (KOMP) - JAX DEVELOPED AN EXTENSIVE GENE TARGET LIST OF 1168 GENES WITH RECOMMENDATIONS FROM NEARLY ALL OF THE JAX FACULTY AND A NUMBER OF EXTERNAL COLLABORATORS. THE GENE LIST WAS ASSEMBLED TO SERVE THE STRATEGIC INTERESTS OF NUMEROUS RESEARCH PROGRAMS, AND ALLOWS US TO FOCUS ON GENERATING MICE WITH GENE DELETIONS THAT WILL BE OF IMMEDIATE INTEREST TO RESEARCHERS. KOMP PARTNERS AROUND THE WORLD COORDINATED CLOSELY WITH EACH OTHER ON THE PROGRAM'S OVERALL TARGETED GENE LIST, TO MAXIMIZE IMPACT WHILE MINIMIZING DUPLICATION OF EFFORT. AN ESSENTIAL PART OF THE KOMP PROGRAM IS TO DEVELOP NEW TECHNOLOGIES AND APPROACHES THAT REDUCE COSTS, SPEED DELIVERY OF STRAINS AND IMPROVE THE ULTIMATE IMPACT OF THE PROJECT. IN COLLABORATION WITH LABORATORY, KOMP HAS HELPED VALIDATE THE "PERFECT HOST" STERILE BLASTOCYST TECHNOLOGY THROUGH SIDE-BY-SIDE COMPARISONS WITH KOMP CLONES. BASED ON THESE SUCCESSES, WE HAVE BEGUN PRODUCTION SCALE USE OF THE PERFECT HOST FOR KOMP OPERATIONS. TO REDUCE THE ENORMOUS COST OF SCREENING MICE FOR GERMLINE TRANSMISSION, WE HAVE EMPLOYED "ZINC FINGER NUCLEASE" (ZFN) TECHNOLOGY TO GENERATE AN ALBINO VERSION OF THE C57BL/6NJ STRAIN. THE RARE AND ORPHAN DISEASE CENTER - (RODC) BRINGS TOGETHER GLOBAL MOUSE RESOURCES AND THE EXPERTISE OF SCIENTISTS AT THE JACKSON LABORATORY TO ACCELERATE RESEARCH AND DRUG DISCOVERY FOR RARE AND ORPHAN DISEASES. WE PARTNER WITH FOUNDATIONS, PHARMACEUTICAL AND BIOTECH COMPANIES, AND OTHER SCIENTISTS WORLDWIDE TO FACILITATE RESEARCH INTO TREATMENTS OF THESE LESS COMMON DISEASES. WE ENGINEER NEW MODELS AND ENHANCE EXISTING MODELS THROUGH GENETIC STANDARDIZATION AN
FORM 990 REVIEW PROCESS	FORM 990, PART VI, SECTION B, QUESTION 11A THE AUDIT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER REVIEW, THE IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW THEN IT IS FILED.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, SECTION B, QUESTION 12C THE JACKSON LABORATORY PROVIDES ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES WITH A CONFLICT OF INTEREST, CODE OF ETHICS AND DISCLOSURE FORMS AS WELL AS THE DISTRIBUTION OF ALL POLICIES REGARDING THE CONFLICT OF INTEREST AND CODE OF ETHICS. THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE GENERAL COUNSEL, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH GENERAL COUNSEL, AND IF NECESSARY THE AUDIT COMMITTEE.
COMPENSATION POLICY	FORM 990, PART VI, SECTION B, QUESTION 15B THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, THE VICE PRESIDENT OF RESEARCH, THE VICE PRESIDENT OF EXTERNAL AFFAIRS AND STRATEGIC PARTNERSHIPS, THE CHIEF FINANCIAL OFFICER AND EQUIVALENT POSITIONS AS WELL AS ANY OTHER EMPLOYEES OF THE LABORATORY WHO WOULD BE CONSIDERED 'INSIDERS' OR 'DISQUALIFIED PERSONS' WITHIN THE MEANING OF THE INTERMEDIATE SACTIONS RULES UNDER THE INTERNAL REVENUE CODE. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY MARKET DATA OF COMPENSATION PACKAGES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE SENIOR DIRECTOR OF HUMAN RESOURCES IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO PROVIDE THE COMMITTEE MEMBERS WITH ANNUAL PERFORMANCE REVIEWS OF HIS REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS.
PUBLIC DISCLOSURE	FORM 990, PART VI, SECTION C, QUESTION 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE WWW.JAX.ORG. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE WWW.JAX.ORG.
OTHER CHANGES IN NET ASSETS	FORM 990, PART XI, LINE 9 UNREALIZED GAINS ON INTEREST RATE SWAPS 3,649,266 CHANGES IN ACTUARIAL ASSUMPTIONS 798,400 FAIR MARKET VALUE ADJUSTMENT ON LOANS 22,619,307 TOTAL 27,066,973
SECURED MORTGAGES AND NOTES PAYABLE	FORM 990, PART X, LINE 23 REPAYMENT TERMS THE CT INNOVATIONS LOANS WILL BE FORGIVEN IF AND WHEN THE LABORATORY MEETS AN EMPLOYMENT GOAL OF AT LEAST 300 EMPLOYEES LOCATED IN CONNECTICUT FOR A PERIOD OF SIX MONTHS, INCLUDING A MINIMUM OF 90 SENIOR SCIENTISTS. IN ADDITION, THE AVERAGE WAGE FOR SUCH EMPLOYEES MUST EXCEED A MINIMUM TARGET LEVEL.