WITHERSPOON INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WITHERSPOON INSTITUTE INC (EIN 55-0835528)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-22
- IRS object ID
- 201331499349300418
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2013-05-22T08:21:18-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas Ziegler LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Susie Lane | AddressLine1 |
| City | Jackson | City |
| State | NJ | State |
| ZIP Code | 08527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550835528 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Witherspoon Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WITH | NameControl |
| Phone | 6096888779 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Luis Tellez CEO | Name |
| Title | Officer | Title |
| Phone | 7328338504 | Phone |
| Date Signed | 2013-05-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Douglas Ziegler CPA | Name |
| Phone | 7328338504 | Phone |
| Date Prepared | 2013-05-22 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Luis Tellez | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6499519 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.winst.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | Research, education, and public awareness of the political, moral and philosophical principles of free and democratic societies. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2256858 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1666383 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20981 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 70517 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 250262 | InvestmentIncomePriorYear |
| Investment Income Current Year | 184352 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2528101 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1921252 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 819257 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 304035 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 892143 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 825596 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7136 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1448470 | OtherExpensePriorYear |
| Other Expenses Current Year | 765289 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3159870 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1894920 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -631769 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 26332 | RevenuesLessExpensesCY |
| Total Assets BOY | 7070872 | TotalAssetsBOY |
| Total Assets EOY | 7117592 | TotalAssetsEOY |
| Total Liabilities BOY | 35649 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46088 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7035223 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7071504 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Research, education, and public awareness of the political, moral and philosophical principles of free and democratic societies. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 165440 | Expense |
| Revenue | 232886 | Revenue |
| Description | Program on Family, Marriage and Democracy In 2011, the Institute sponsored 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 508219 | Expense |
| Revenue | 393638 | Revenue |
| Description | Center on Ethics The University- In the summer of 2011, this Center held seven seminars on philosophy, political theory, social science, legal theory, and ethics for students in high school, college, PhD programs, law school, and medical school this was the first year that it held a seminar for medical students. A new survey of the seminars 477 alumni shows that one quarter are studying in PhD programs over two dozen are in tenure-track professorships at various colleges and universities and others have clerked or are clerking with federal judges. The Institutes online publiciation entitled Public Discourse, began publishing five articles per week one per weekday, and the Institute is now sponsoring the creation of an organization in Berkeley, California dedicated to promoting the study of the humanities among university undergraduates and faculty. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 302632 | Expense |
| Revenue | 280 | Revenue |
| Description | Center on Religion The Constitution- In 2011 this Center hosted three small conferences, which respectively dealt with international threats to religious freedom, the rights of conscience of institutions, and abortion and marriage. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 322029 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 318483 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1298320 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Witherspoon Institute Inc Co Luis Tellez | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6096888779 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mark O'Brien | ||||||||
| Trustee, Treasurer | 001.00 | X | X | 0 | 0 | 0 | ||
| John M Metzger | ||||||||
| Trustee, Secretary | 001.00 | X | X | 0 | 0 | 0 | ||
| Deborah Garwood | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Michael G Crofton | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Boyd C Smith | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| John G Endriz | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Roger Naill | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Eric Cohen | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Sean Fieler | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Stephen T Whelan | ||||||||
| Trustee, Chair | 001.00 | X | X | 0 | 0 | 0 | ||
| Eugene J Zurlo | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Frederic Clark | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Michael Maibach | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Daniel N Mezzalingua | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Ion Ratiu | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Simone Scumpia | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| William Mumma | ||||||||
| Trustee | 000.50 | X | 0 | 0 | 0 | |||
| Luis E Tellez | ||||||||
| President | 040.00 | X | X | 58498 | 0 | 0 | X | |
| Matthew Franck | ||||||||
| Director | 040.00 | 144083 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 202581 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1666383 | AllOtherContributions |
| Noncash Contributions | 260939 | NoncashContributions |
| Total Contributions | 1666383 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Program Income | Description |
| Business Code | 511190 | BusinessCode |
| Total Revenue Column | 70517 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 70517 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79770 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4682849 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4578267 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104582 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104582 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1921252 | TotalRevenueColumn |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304035 | Total |
| Program Services | 304035 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58498 | Total |
| Management And General | 58498 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655876 | Total |
| Program Services | 426261 | ProgramServices |
| Management And General | 229615 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17894 | Total |
| Management And General | 17894 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29576 | Total |
| Management And General | 29576 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63752 | Total |
| Program Services | 42626 | ProgramServices |
| Management And General | 21126 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21300 | Total |
| Management And General | 21300 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184005 | Total |
| Program Services | 118985 | ProgramServices |
| Management And General | 65020 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36780 | Total |
| Program Services | 33911 | ProgramServices |
| Management And General | 2869 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14360 | Total |
| Management And General | 7224 | ManagementAndGeneral |
| Fundraising | 7136 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4441 | Total |
| Program Services | 4441 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12362 | Total |
| Program Services | 2464 | ProgramServices |
| Management And General | 9898 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303075 | Total |
| Program Services | 303075 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94209 | Total |
| Management And General | 94209 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11498 | Total |
| Management And General | 11498 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Utilities | 8795 | 8795 | |
| Printing | 57296 | 2064 | 55232 |
| Telephone | 8564 | 5395 | 3169 |
| Supplies Miscellaneous | 8604 | 4483 | 4121 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1894920 | Total |
| Program Services | 1298320 | ProgramServices |
| Management And General | 589464 | ManagementAndGeneral |
| Fundraising | 7136 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187762 | BOY |
| EOY | 191988 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 866376 | BOY |
| EOY | 1071773 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 950795 | BOY |
| EOY | 748549 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8304 | BOY |
| EOY | 9240 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3020233 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 721191 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2393251 | BOY |
| EOY | 2299042 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2664384 | BOY |
| EOY | 2795577 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1423 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7070872 | BOY |
| EOY | 7117592 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35649 | BOY |
| EOY | 46088 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35649 | BOY |
| EOY | 46088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3811329 | BOY |
| EOY | 3949622 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3223894 | BOY |
| EOY | 3121882 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7035223 | BOY |
| EOY | 7071504 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7070872 | BOY |
| EOY | 7117592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 26332 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9949 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3923906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2109651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2088803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2256858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1666383 | CurrentTaxYear |
| Total | 12045601 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3923906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2109651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2088803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2256858 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1666383 | CurrentTaxYear |
| Total | 12045601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12045601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43039 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46748 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79770 | CurrentTaxYear |
| Total | 293394 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12338995 | TotalSupport |
| Public Support Pertcentage170 | 0.97620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98060 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 497100 | OtherCostOrOtherBasis |
| Book Value | 497100 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1137494 | OtherCostOrOtherBasis |
| Depreciation | 286233 | Depreciation |
| Book Value | 851261 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1173252 | OtherCostOrOtherBasis |
| Depreciation | 227120 | Depreciation |
| Book Value | 946132 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44803 | OtherCostOrOtherBasis |
| Depreciation | 44803 | Depreciation |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 167584 | OtherCostOrOtherBasis |
| Depreciation | 163035 | Depreciation |
| Book Value | 4549 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2299042 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal income taxes | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1931201 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9949 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 9949 | RevenueNotRptdF990 |
| Revenue Subtotal | 1921252 | RevenueSubtotal |
| Total Revenue Per Form990 | 1921252 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1894920 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1894920 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1894920 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | X | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Management previously adopted the provisions of FASB ASC 740 in 2010 with no adjustments or positions to report. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | Region |
| Type Of Activities Conducted | Grants to Recipient Located in Region | TypeOfActivitiesConducted |
| Specific Services Provided | Center on Ethics University | SpecificServicesProvided |
| Total Expenditures | 44833 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 44833 | SubtotalAmountSpent |
| Total Amount Spent | 44833 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | Region |
| Purpose Of Grant | Research | PurposeOfGrant |
| Amount Of Cash Grant | 44833 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 2 | Funds were monitored through inquiry, annual audit, periodic reports, and board meetings. |
| I | 3 | Accrual Accounthing Method was used. No investments. The only expenditure was the cost to make the wire transfer. |
| II | 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) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| University of Texas at Austin | ||||||
| 1 University Station G 1800 | Austin | TX | 78712 | 501c3 | 90000 | Family Mar Research |
| Center for the Study of Tech & Soc | ||||||
| 1730 M Street NW Suite 910 | Washington | DC | 20036 | 501c3 | 40000 | Science Ethics |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Sabbatical | 1 | 49200 |
| Visiting Fellowship | 1 | 20000 |
| Fellowship Grant | 5 | 43000 |
| Honoraria | 43 | 108900 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philadelphia Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee | Relationship |
| Amount Of Transaction | 18889 | AmountOfTransaction |
| Description Of Transaction | Investment Fees | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 260939 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 32a | ReturnReference |
| Explanation | Management uses a investment broker to sell donated securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | A 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 | B 11a | The oranization reviews Form 990 for completeness and accuracy before filing. |
| Form 990 Part VI | B 12c | Annual notification of conflicts are required of the board. |
| Form 990 Part VI | B 15b | CEO is annual reviewed by the Trustees. |
| Form 990 Part VI | C 19 | Documents are open to public inspection and are available upon request. |
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