TRUDEAU INSTITUTE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: TRUDEAU INSTITUTE INC (EIN 14-1401413)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-10-22
IRS object ID: 201342959349300444
Schema version: 2012v2.1
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 C
Schedule D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-22T14:26:17-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	542076905	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BST ADVISORS LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	26 COMPUTER DRIVE WEST	AddressLine1
City	ALBANY	City
State	NY	State
ZIP Code	12205	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	141401413	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TRUDEAU INSTITUTE INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TRUD	NameControl
Phone	5188913080	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	154 ALGONQUIN AVE	AddressLine1
City	SARANAC LAKE	City
State	NY	State
ZIP Code	12983	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RONALD GOLDFARB	Name
Title	PRESIDENT, DIRECTOR, AND CEO	Title
Phone	5188913080	Phone
Date Signed	2013-10-17	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KEVIN T MCGRATH	Name
PTIN	P00134182	PTIN
Phone	5184596700	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RONALD GOLDFARB	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	154 ALGONQUIN AVENUE	AddressLine1
City	SARANAC LAKE	City
State	NY	State
ZIP Code	12983	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	12076334	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.TRUDEAUINSTITUTE.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1889	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	TO UNDERSTAND THE BODY'S IMMUNE SYSTEM BY CONDUCTING EXPERIMENTAL STUDIES AT THE FRONTIER OF KNOWLEDGE. THAT UNDERSTANDING IS VITAL TO PROGRESS IN STRENGTHENING OUR BODIES' ABILITY TO FIGHT LIFE-THREATENING INFECTIONS, INFLAMMATORY DISEASES, AND CANCER. DISCOVERIES ABOUT THE INTRICATE WORKINGS OF THE IMMUNE SYSTEM APPLY NOT TO JUST A SINGLE DISEASE BUT TO A VAST ARRAY OF HUMAN AFFLICTIONS, THE LIST OF DISEASES CRITICALLY INVOLVING THE IMMUNE SYSTEM IS EXTENSIVE - TUBERCULOSIS, INFLUENZA, ARTHRITIS, ASTHMA, SEPSIS, COLITIS, MULTIPLE SCLEROSIS AMONG MANY OTHERS, AND INCLUDES CANCER. PROGRESS TOWARD FIGHTING THESE DISEASES AND FINDING CURES FOR THEM REQUIRES AN IN-DEPTH UNDERSTANDING OF THE WORKINGS OF THE IMMUNE SYSTEM. SCIENTISTS AT THE TRUDEAU INSTITUTE FOCUS EXCLUSIVELY ON UNDERSTANDING THE ROLES OF THE IMMUNE SYSTEM IN HEALTH AND DISEASE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	21	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	108	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	10591636	ContributionsGrantsPriorYear
Contributions Grants Current Year	4777479	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	636967	InvestmentIncomePriorYear
Investment Income Current Year	1216540	InvestmentIncomeCurrentYear
Other Revenue Prior Year	45877	OtherRevenuePriorYear
Other Revenue Current Year	41872	OtherRevenueCurrentYear
Total Revenue Prior Year	11274480	TotalRevenuePriorYear
Total Revenue Current Year	6035891	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	8299824	SalariesEtcPriorYear
Salaries Etc Current Year	6255701	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	36000	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	95600	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	333034	TotalFundrsngExpCurrentYear
Other Expense Prior Year	7579699	OtherExpensePriorYear
Other Expenses Current Year	5686135	OtherExpensesCurrentYear
Total Expenses Prior Year	15915523	TotalExpensesPriorYear
Total Expenses Current Year	12037436	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-4641043	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-6001545	RevenuesLessExpensesCY
Total Assets BOY	49719887	TotalAssetsBOY
Total Assets EOY	44001995	TotalAssetsEOY
Total Liabilities BOY	9104833	TotalLiabilitiesBOY
Total Liabilities EOY	7905728	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	40615054	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	36096267	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TRUDEAU INSTITUTE'S MISSION IS TO UNDERSTAND THE BODY'S IMMUNE SYSTEM BY CONDUCTING EXPERIMENTAL STUDIES AT THE FRONTIERS OF KNOWLEDGE. THAT UNDERSTANDING IS VITAL TO PROGRESS IN STRENGTHENING OUR BODIES' ABILITY TO FIGHT LIFE-THREATENING INFECTIONS, IMFLAMMATORY DISEASES, AND CANCER. DISCOVERIES ABOUT THE INTRICATE WORKINGS OF THE IMMUNE SYSTEM APPLY NOT TO JUST A SINGLE DISEASE BUT TO A VAST ARRAY OF HUMAN AFFLICTIONS. THE LIST OF DISEASES CRITICALLY INVOLVING THE IMMUNE SYSTEM IS EXTENSIVE: TUBERCULOSIS, INFLUENZA, ARTHRITIS, ASTHMA, SEPSIS, COLITIS, MULTIPLE SCLEROSIS AMONG MANY OTHERS, INCLUDING CANCER. PROGRESS TOWARD FIGHTING THESE DISEASES AND FINDING CURES FOR THEM REQUIRES AN IN-DEPTH UNDERSTANDING OF THE WORKINGS OF THE IMMUNE SYSTEM. SCIENTISTS AT THE TRUDEAU INSTITUTE FOCUS EXCLUSIVELY ON UNDERSTANDING THE ROLES OF THE IMMUNE SYSTEM IN HEALTH AND DISEASE.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	7468392	Expense
Revenue	692600	Revenue
Description	THE TRUDEAU INSTITUTE IS A WORLD-RENOWNED LEADER IN THE EFFORT TO BETTER UNDERSTAND THE IMMUNE SYSTEM FOR THE PURPOSE OF PREVENTING AND TREATING HUMAN DISEASES. OUR EXPERTISE AND ENTHUSIASM FOR MOEDLING INFECTION, IMMUNITY, VACCINATION, INFLAMMATION, AND SEPSIS HAVE LED TO MANY PIONEERING DISCOVERIES. MOUSE MODELS CURRENTLY STUDIED AT THE INSTITUTE INCLUDE INFLUENZA, PARAINFLUENZA, INFLUENZA-ASSOCIATED BACTERIAL PNEUMONIA, BACTERIAL SEPSIS, PHEUMONIC PLAGUE, TUBERCULOSIS, TOXOPLASMOSIS, AND CHRONIC HERPESVIRUS INFECTION. IN 2012, THE TRUDEAU INSTITUTE CONTINUED ITS RESEARCH IN THE AREAS OF IMMUNOLOGY AND INFECTIOUS DISEASE. THE RESEARCH PROGRAMS WERE SUPPORTED BY GRANTS FROM THE NATIONAL INSTITUTE OF HEALTH AND SEVERAL SUBCONTRACTS THROUGH UNIVERSITIES AND FROM FOUNDATIONS. THE TRUDEAU RESEARCH STAFF PUBLISHED FIFTEEN (15) ARTICLES IN (10) LEADING JOURNALS SUCH AS, JOURNAL IMMUNOLOGY, NATURE IMMUNOLOGY, AND MUCOSAL IMMUNOLOGY.	Description
Total Program Service Expense	7468392	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	19	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	108	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	21	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BRIAN G PELKEY	NamePerson
Telephone Number	5188913080	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	154 ALGONQUIN AVE	AddressLine1
City	SARANAC LAKE	City
State	NY	State
ZIP Code	12983	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
BENJAMIN BREWSTER
CHAIRMAN OF THE BOARD	4.00	X	0	0	0
PATRICIA TSIEN
VICE CHAIRPERSON OF THE BOARD	4.00	X	0	0	0
ALEXANDER CARDEN
TRUSTEE	1.00	X	0	0	0
ROBERT A CURTIS
TRUSTEE	4.00	X	0	0	0
DOROTHY S FEDERMAN
TRUSTEE	1.00	X	0	0	0
VINCENT A FISCHETTI
CHAIRMAN OF THE COMPENSATION COMMITTEE	2.00	X	0	0	0
RAYMOND N JOHNSON
TRUSTEE	4.00	X	0	0	0
DANIEL LEFF
TRUSTEE	1.00	X	0	0	0
PATRICK MCDONALD
TRUSTEE	1.00	X	0	0	0
DAVID BEACH
TRUSTEE	2.00	X	0	0	0
DIANA BOURKE
TRUSTEE	2.00	X	0	0	0
HENRY SANDY FENN
CHAIRMAN OF THE FINANCE COMMITTEE	4.00	X	0	0	0
ROBERT B KEET
TRUSTEE	1.00	X	0	0	0
LINDA F POWERS
CHAIR OF THE TECHNOLOGY COMMITTEE	2.00	X	0	0	0
MARCENE SONNEBORN
TRUSTEE	2.00	X	0	0	0
URSULA W TRUDEAU
TRUSTEE	1.00	X	0	0	0
HELEN BAUMEISTER
TRUSTEE	2.00	X	0	0	0
JOSEPH FERNADEZ
TRUSTEE	1.00	X	0	0	0
ELIZABETH LOWE
TRUSTEE	1.00	X	0	0	0
TIELMAN TREVOR VAN VLECK
TRUSTEE	1.00	X	0	0	0
MAURICIO PAGES
VICE CHAIR OF THE EXECUTIVE COMMITTEE	4.00	X	0	0	0
HOLLY HEMPHILL
CHAIR OF THE AUDIT COMMITTEE	4.00	X	0	0	0
RONALD H GOLDFARB
PRESIDENT, DIRECTOR AND CEO	40.00		75000	0	0	X
LAWRENCE JOHNSON
CHIEF OPERATION OFFICER	40.00		138495	0	8986	X
TARAS GACH
VICE PRESIDENT AND DIRECTOR OF IA	40.00		79724	0	3845	X
LISA SHOVAN
CHIEF FINANCIAL OFFICER	40.00		139733	0	9979	X
STEPHEN SMILEY
FACULTY	40.00		159461	0	19434		X
ANDREA COOPER
FACULTY	40.00		131156	0	19219			X
MARCIA WOODLAND
FACULTY	40.00		146514	0	9615			X
MARKUS MOHRS
FACULTY	40.00		134139	0	19401			X
ROBERT DONAHUE
FACULTY	40.00		116002	0	7706			X
LAURA HAYNES
FACULTY	40.00		110542	0	11300			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1230766	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	109485	TotalOtherCompensation
Number Individuals GT100 K	8	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Federated Campaigns	21533	FederatedCampaigns
Government Grants	4154845	GovernmentGrants
All Other Contributions	601101	AllOtherContributions
Noncash Contributions	1056	NoncashContributions
Total Contributions	4777479	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	529930	TotalRevenueColumn
Exclusion	$529,930	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	13986	TotalRevenueColumn
Exclusion	$13,986	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	158751	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	152761	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	5990	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	5990	TotalRevenueColumn
Related Or Exempt Function Income	5990	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	6574292	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	5887682	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	686610	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	686610	TotalRevenueColumn
Related Or Exempt Function Income	686610	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
SCRAP METAL	900099	2026	$2,026
CLASS LITIGATION SETTLEMENT PROCE	900001	322	$322
VENDING MACHINE	900099	224	$224

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	19324	TotalRevenueColumn
Exclusion	$19,324	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	21896	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6035891	TotalRevenueColumn
Related Or Exempt Function Income	692600	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$565,812	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	673451	Total
Program Services	97686	ProgramServices
Management And General	485159	ManagementAndGeneral
Fundraising	90606	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4484098	Total
Program Services	1964408	ProgramServices
Management And General	2476721	ManagementAndGeneral
Fundraising	42969	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	278722	Total
Program Services	115362	ProgramServices
Management And General	161962	ManagementAndGeneral
Fundraising	1398	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	505687	Total
Program Services	192609	ProgramServices
Management And General	301756	ManagementAndGeneral
Fundraising	11322	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	313743	Total
Program Services	132551	ProgramServices
Management And General	178269	ManagementAndGeneral
Fundraising	2923	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	211747	Total
Management And General	151140	ManagementAndGeneral
Fundraising	60607	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	100550	Total
Management And General	100550	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	58182	Total
Management And General	58182	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	590	Total
Management And General	50	ManagementAndGeneral
Fundraising	540	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	95600	Total
Fundraising	95600	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	35258	Total
Management And General	35258	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	181317	Total
Management And General	180935	ManagementAndGeneral
Fundraising	382	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	171699	Total
Management And General	159479	ManagementAndGeneral
Fundraising	12220	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	350	Total
Fundraising	350	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1277568	Total
Management And General	1277568	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	64733	Total
Management And General	56919	ManagementAndGeneral
Fundraising	7814	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	66727	Total
Program Services	51038	ProgramServices
Management And General	15689	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	114489	Total
Management And General	114489	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1714980	Total
Program Services	960389	ProgramServices
Management And General	754591	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
LABORATORY SUPPLIES	964597	768676	195921
FACILITY REPAIRS & MAIN	383114		383114
PURCHASE TECHNICAL SERV	318023	1379154	-1062521	1390
ALL OTHER EXPENSES	22211	7174	10124	4913

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Program Services	1799345	ProgramServices
Management And General	-1799345	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	12037436	Total
Program Services	7468392	ProgramServices
Management And General	4236010	ManagementAndGeneral
Fundraising	333034	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	407300	BOY
EOY	402600	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	686424	BOY
EOY	344433	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	29786	BOY
EOY	15965	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	371321	BOY
EOY	388984	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	159148	BOY
EOY	117302	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	44656692	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	21086282	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	25145298	BOY
EOY	23570410	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	22771535	BOY
EOY	19053221	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	149075	BOY
EOY	109080	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	49719887	BOY
EOY	44001995	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	940498	BOY
EOY	500146	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	19335	BOY
EOY	210582	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	5420000	BOY
EOY	4845000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	2475000	BOY
EOY	2175000	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	250000	BOY
EOY	175000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	9104833	BOY
EOY	7905728	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	32027678	BOY
EOY	27523325	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	7717	BOY
EOY	2372025	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8579659	BOY
EOY	6200917	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	40615054	BOY
EOY	36096267	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	49719887	BOY
EOY	44001995	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-6001545	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	1482758	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

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	14847356	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13822962	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14717627	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10591636	CurrentTaxYearMinus1Year
Current Tax Year	4777480	CurrentTaxYear
Total	58757061	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14847356	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13822962	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14717627	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10591636	CurrentTaxYearMinus1Year
Current Tax Year	4777480	CurrentTaxYear
Total	58757061	Total

Field	Value	IRS element (for citing)
Public Support Total170	58757061	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	782075	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	677812	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	480561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	481029	CurrentTaxYearMinus1Year
Current Tax Year	464599	CurrentTaxYear
Total	2886076	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	196912	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	139772	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	143579	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	121863	CurrentTaxYearMinus1Year
Current Tax Year	101203	CurrentTaxYear
Total	703329	Total

Field	Value	IRS element (for citing)
Total Support	62346466	TotalSupport
Public Support Pertcentage170	0.94240	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.93750	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$1,301	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	1	OtherActivities
Other Activities	$590	OtherActivitiesAmount
Total Lobbying Expenditures IIB	1891	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF LOBBYING ACTIVITIES:	Identifier
Return Reference	PART II-B, LINE 1:	ReturnReference
Explanation	(1) TRUDEAU INSTITUTE IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES (AIRI), WHICH IS A NATIONWIDE ASSOCIATION OF APPROXIMATELY 80 INDEPENDENT, NOT-FOR-PROFIT RESEARCH INSTITUTES. FIFTEEN PERCENT OF THE ANNUAL MEMBERSHIP DUES ARE APPLIED TO AIRI LOBBYING EXPENSES. AIRI'S POLITICAL EFFORTS CONTINUE TO ADDRESS ISSUES RELATED TO CONGRESSIONAL DECISIONS IN REGARD TO FUNDING OF THE NATIONAL INSTITUTE OF HEALTH.	Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	19393009	BeginningOfYearBalance
Investment Earnings Or Losses	2017862	InvestmentEarningsOrLosses
Other Expenditures	6002991	OtherExpenditures
Administrative Expenses	6649	AdministrativeExpenses
End Of Year Balance	15401231	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24505643	BeginningOfYearBalance
Investment Earnings Or Losses	-663020	InvestmentEarningsOrLosses
Other Expenditures	4430000	OtherExpenditures
Administrative Expenses	19614	AdministrativeExpenses
End Of Year Balance	19393009	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24848020	BeginningOfYearBalance
Investment Earnings Or Losses	3219248	InvestmentEarningsOrLosses
Other Expenditures	3545548	OtherExpenditures
Administrative Expenses	16077	AdministrativeExpenses
End Of Year Balance	24505643	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24129050	BeginningOfYearBalance
Investment Earnings Or Losses	5170366	InvestmentEarningsOrLosses
Other Expenditures	4428870	OtherExpenditures
Administrative Expenses	22526	AdministrativeExpenses
End Of Year Balance	24848020	EndOfYearBalance

Field	Value	IRS element (for citing)
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	132063	OtherCostOrOtherBasis
Book Value	132063	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	30229874	OtherCostOrOtherBasis
Depreciation	9601613	Depreciation
Book Value	20628261	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	409158	OtherCostOrOtherBasis
Depreciation	362477	Depreciation
Book Value	46681	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	13885597	OtherCostOrOtherBasis
Depreciation	11122192	Depreciation
Book Value	2763405	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	23570410	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
FUNDS HELD IN TRUST	3651990	F
ENDOWMENT - MONEY MARKET FUNDS	1484348	F
ENDOWMENT - EQUITY FUNDS	7730206	F
ENDOWMENT - FIXED INCOME MUTUAL FUNDS	2313016	F
ENDOWMENT - ALTERNATIVE INVESTMENTS	3873661	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	19053221	TotalOfBookValueSecurities
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	7671410	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1482758	NetUnrealizedGainsInvestments
Other Revenues	152761	OtherRevenues
Revenue Not Rptd F990	1635519	RevenueNotRptdF990
Revenue Subtotal	6035891	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	6035891	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	12190197	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	152761	OtherExpensesIncluded
Expenses Not Rptd F990	152761	ExpensesNotRptdF990
Expenses Subtotal	12037436	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	12037436	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	THE TRUDEAU INSTITUTE ENDOWMENT CONSISTS OF THREE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, WHICH CONTINUES TO SUPPORT THE MAIN OBJECTIVE AND MISSION OF CONDUCTING BIOMEDICAL RESEARCH. THE TERM ENDOWMENT ARE THOSES ASSETS NOT SUBJECT TO DONOR-IMPOSED STIPULATIONS, WHICH MAY BE DESIGNATED FOR SPECIFIC PURPOSE BY ELECTION OF THE BOARD OF TRUSTEES. THE BOARD DESIGNATED (QUASI) ENDOWMENT PROVIDES EARNED INCOME IN SUPPORT OF THE INSTITUTE DIRECTOR. INCOME EARNED IN EXCESS OF THE STATED PURPOSE IS AVAILABLE FOR GENERAL OPERATIONS. THE PERMANENTLY RESTRICTED ENDOWMENT IS TO BE MAINTAINED IN PERPETUITY TO GENERATE INCOME FOR THE INSTITUTES OPERATIONAL NEEDS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE INSTITUTE FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENTS IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2012 AND 2011.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		RENTAL EXPENSE 152,761.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		RENTAL EXPENSE 152,761.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Agreement Ref Fundraising	1	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Field	Value	IRS element (for citing)
Name Of Individual	JILL ELISOFON	NameOfIndividual

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1801 S FLAGER ST	AddressLine1
City	WEST PALM	City
State	FL	State
ZIP Code	33401	ZIPCode

Field	Value	IRS element (for citing)
Fundraiser Control Of Funds	0	FundraiserControlOfFunds
Gross Receipts	0	GrossReceipts
Amount Retained By Contractor	95600	AmountRetainedByContractor
Net To Organization	-95600	NetToOrganization

Field	Value	IRS element (for citing)
Total Retained By Contractors	95600	TotalRetainedByContractors
Total Net To Organization	-95600	TotalNetToOrganization
Licensed States	NY	LicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF FUNDRAISING PAYMENTS	Identifier
Return Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	ReturnReference
Explanation	TRUDEAU INSTITUTE ENGAGED CONSULTANT FOR ADVICE, REPRESENTATION, MANAGEMENT, AND IMPLEMENTATION OF FUNDRAISING ACTIVITIES.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
STEPHEN SMILEY
FACULTY	159461	0	0	0	0	0	10989	0	8445	0	178895	0	0	0
ANDREA COOPER
FACULTY	131156	0	0	0	0	0	9070	0	10149	0	150375	0	0	0
MARCIA WOODLAND
FACULTY	146514	0	0	0	0	0	9615	0	0	0	156129	0	0	0
MARKUS MOHRS
FACULTY	134139	0	0	0	0	0	9252	0	10149	0	153540	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	UPON REVIEW OF THE IRS FORM 990 BY THE PRESIDENT DIRECTOR AND CEO, CHIEF OPERATING OFFICER, THE CONTROLLER, AND THE AUDIT COMMITTEE, THE FORM 990 IS THEN FORWARDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND OFFICIALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, THE OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE TRUDEAU INSTITUTE CONFLICT OF INTEREST POLICY. EACH PERSON IS REQUIRED TO SUBMIT A SIGNED CERTIFICATION THAT THEY WILL READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY. IF THERE IS A DISCLOSURE, THE BOARD OF TRUSTEES WILL ASCERTAIN THE VALIDITY OF THE POTENTIAL CONFLICT AND FOLLOW POLICY FOR COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE DIRECTOR/PRESIDENT WAS LAST COMPLETED IN DECEMBER 2007 TO FORMULATE A FIVE YEAR CONTRACT. THE PROCESS INCLUDED THE USE OF COMPARABLE COMPENSATION FOR THE SAME POSITION IN SIMILAR ORGANIZATIONS, WITH REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR THE DIRECTOR WAS DEFINED THROUGH DECEMBER 31, 2012. THE PROCESS FOR DETERMINING COMPENSATION FOR ALL OTHER OFFICERS IS COMPLETED ANNUALLY. DETERMINATION IS BASED UPON BENCHMARK DATA FROM SIMILAR ORGANIZATIONS AND REQUIRES REVIEW AND APPROVAL BY THE DIRECTOR AND THE BOARD OF TRUSTEES COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18	TRUDEAU INSTITUTE PROVIDES THE PUBLIC DIRECT ACCESS TO THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND FORM 990 THROUGH THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE ALSO PROVIDED TO ALL REGUALTORY AGENCIES, THE FEDERAL AND STATE GOVERNMENTS AND UPON REQUEST FROM VARIOUS INTERESTED PARTIES. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND INSTITUTE POLICIES ARE IN THE CARE OF THE TREASURER AND SECRETARY AND ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	TRUDEAU INSTITUTE PROVIDES THE PUBLIC DIRECT ACCESS TO THE MOST RECENT AUDITED FINANCIAL STATEMENTS THROUGH THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE ALSO PROVIDED TO ALL REGULATORY AGENCIES, THE FEDERAL AND STATE GOVERNMENTS AND UPON REQUEST FROM VARIOUS INTERESTED PARTIES. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND INSTITUTE POLICIES ARE IN THE CARE OF THE TREASURER AND SECRETARY AND ARE MADE AVAILABLE UPON REQUEST.
	THE PROCESS OF REVIEWING THE FORM 990 HAS CHANGED FROM THE PRIOR YEAR. THE AUDIT COMMITTEE NO LONGER FORMALLY MEETS TO REVIEW THE 990, THEY REVIEW IT INDIVIDUALLY AND SUGGEST CHANGES TO THE FORM 990 AS NEEDED. UPON THEIR APPROVAL, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.