2011-05-12T15:02:34-05:00 2010-06-30 ParenteBeard LLC 1650 Market Street Suite 4500 Philadelphia PA 19103 990 2009-07-01 210672684 Coriell Institute for Medical Research CORI 8567574824 403 Haddon Avenue Camden NJ 08103 Joseph L Mintzer 8567574824 2011-05-12 1 Julius Green CPA 2159720701 2009 2016-02-24 21:20:13Z Joseph L Mintzer 403 Haddon Avenue Camden NJ 08103 21327101 0 X www.coriell.org X 1953 NJ BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO UNDERSTANDING HUMAN GENETIC DISEASES. 26 24 147 0 0 0 2169754 1805465 15311107 13973061 -3393629 948128 17537 39618 14104769 16766272 0 0 9483264 8223002 0 76706 10656323 10285950 20139587 18508952 -6034818 -1742680 42168429 39366516 15672347 14770597 26496082 24595919 The Coriell Institute for Medical Research seeks to discover the causes of cancer and other genetic diseases in order to improve the health of humankind, through scientific research, banking of cell and tissues, and education. At the Coriell Institute, our mission is to support the gift of good health. 0 0 14739210 13973061 THE INSTITUTE CONDUCTS VARIOUS PROJECTS CONNECTED WITH SCIENTIFIC RESEARCH INVOLVING PERSONALIZED MEDICINE GENETICS, STEM CELL RESEARCH, AND BIOBANKING. IT MAINTAINS REPOSITIORIES OF CELL LINES AND DNA WHICH DISTRIBUTE OVER 20,000 BIOMATERIALS ANNUALLY TO RESEARCHERS NATIONALLY AND INTERNATIONALLY, AND PRESENTS SCIENTIFIC LECTURES AND SYMPOSIA. 14739210 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 147 1 0 0 0 0 0 1 1 0 0 0 26 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NJ PA NY X JOSEPH L MINTZER EXECUTIVE VPCOO 8567574824 403 Haddon Avenue Camden NJ 08103 Michael F Christman PhD 40.00 X X 400690 0 22134 John Affleck 1.00 X 0 0 0 Peter Driscoll 1.00 X X 0 0 0 JoAnne Fredericks 1.00 X 0 0 0 David Friedman 1.00 X 0 0 0 Liesl Henderson 1.00 X 0 0 0 Robert Kiep 1.00 X X 0 0 0 Calvin Knowlton 1.00 X 0 0 0 Stephen Koplin 1.00 X 0 0 0 Brian Litten 1.00 X 0 0 0 Charles Lord 1.00 X 0 0 0 Constance Madara 1.00 X 0 0 0 Marc Maser 1.00 X X 0 0 0 Joseph Parrillo 1.00 X 0 0 0 Michael Pellini 1.00 X 0 0 0 Marianne Raphaely 1.00 X 0 0 0 Michael Sanyour 1.00 X 0 0 0 Newbold Strong 1.00 X 0 0 0 Edward Viner 1.00 X 0 0 0 Alan Wechsler 1.00 X 0 0 0 Margaret A Keller PhD 40.00 X X 116971 0 21825 Jerry Johnson 1.00 X 0 0 0 Nicholas Kovich 1.00 X 0 0 0 Sonia Delgado 1.00 X 0 0 0 Bradley King 1.00 X 0 0 0 Wadia Mulla 1.00 X 0 0 0 Joseph L Mintzer 40.00 X 244111 0 45092 Patricia L Whitman 40.00 X 130805 0 13710 Maren K Gaughan 40.00 X 135480 0 21283 Norman P Gerry PhD 40.00 X 122346 0 12807 Pat K Bender PhD 40.00 X 0 0 0 Donald L Coppock PhD 40.00 X 0 0 0 Christine Beiswanger PhD 40.00 X 108372 0 11782 STEVEN J MADORE PHD 40.00 X 122299 0 21588 EDWARD J PALLIES 40.00 X 105655 0 7365 1486729 0 177586 9 0 1 0 0 16788 40462 1083107 665108 1805465 Fees and Contracts fro 621500 10265858 10265858 Non-Government Reposit 621500 3688453 3688453 Investigator directed 621500 18750 18750 13973061 154417 154417 21600 12200 9400 9400 9400 5283414 4475174 14529 808240 -14529 793711 793711 39487 40462 58926 -19439 -19439 Miscellaneous income 900099 30407 30407 Science Fair 900099 19250 19250 49657 16766272 13973061 0 987746 923517 387448 536069 5632814 4392317 1195691 44806 1210909 891784 309088 10037 455762 352217 100476 3069 34237 34237 73700 73700 48000 48000 1729178 1644115 73443 11620 155534 125885 29649 762176 602543 159633 116827 85379 30391 1057 71488 71488 1659391 1324500 334891 256997 205131 51866 Lab office and supplies 3713625 3677694 35931 OPERATING EXPENSES 846360 455846 386051 4463 MAINTENANCE 661062 560856 99455 751 STAFF DEVELOPMENT AND R 86190 6446 79433 311 MISCELLANEOUS EXPENSE 55905 23000 32512 393 15280 4049 11032 199 18508952 14739210 3693036 76706 1200 1195 648439 928669 3378634 2876416 892056 775475 280044 268677 908269 422921 358750 400682 26242366 12826407 11266027 13415959 8828803 5915143 2300000 1000000 13306207 13361379 42168429 39366516 1792165 731088 6000000 6000000 5151605 5528294 1600000 1600000 1128577 911215 15672347 14770597 X 13135103 12069568 12544401 11709773 816578 816578 26496082 24595919 42168429 39366516 X 0 1 1 X 1 1 X 3965186 1426003 3891023 2169754 1696487 13148453 3965186 1426003 3891023 2169754 1696487 13148453 1455079 11693374 317875 375291 480295 439599 176017 1789077 82391 1312 37321 49657 170681 15108211 65287870 0.77400 0.83570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48000 48000 18519848 18567848 1000000 250000 0 0 896686 1000000 1000000 1000000 3896686 5845029 30750 98473 111078 48000 288301 224172 250000 250000 250000 974172 1461258 0 0 0 0 8686542 878716 2618000 32154 6915104 16274149 93670 -3825261 3856016 8686542 0.49000 0.12000 0.39000 0 0 245000 245000 468977 120106 348871 12803800 4344797 8459003 12724589 8361504 4363085 13415959 Supplemental Retirement accounts 113530 New Jersey Cord Blood Bank 4728600 Use of Research Facility 7182615 Split-Interest Agreements 877122 Other Miscellaneous Assets 7860 DEFERRED FINANCING COSTS, NET 150652 UNDER RECOVERY OF IDC 301000 13361379 Advances on Hand 389839 Annuity Payment Liability - Charitable Gift Annuities 79105 DERIVATIVE FINANCIAL INSTRUMENT 442271 911215 16766272 18508952 -1742680 -95595 -61888 -157483 -1900163 17332190 -95595 590387 494792 16837398 -71126 -71126 16766272 19232353 723401 723401 18508952 0 18508952 Part V, Line 4: Description of Intended Use of Endowment Funds: THE INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE SHORT AND LONG TERM GOALS OF THE INSTITUTE. THE INSTITUTE USED A 5% SPENDING RATE IN FISCAL 2010 TO DETERMINE THE AMOUNT OF ENDOWMENT EARNINGS TO BE ALLOCATED TO OPERATIONS FROM INTERNALLY MANAGED ENDOWMENTS. THE SPENDING RATE, WHICH IS SUBJECT TO REVIEW BY THE INSTITUTE'S BOARD OF TRUSTEES, IS APPLIED TO A MOVING AVERAGE OF ANNUAL ENDOWMENT LEVELS OVER THE PRIOR THREE YEARS. AT ITS DISCRETION THE BOARD MAY APPROVE DRAWS OF ADDITIONAL FUNDS ABOVE THE SPENDING RATE TO SUPPORT SPECIFIC GOALS OF THE INSTITUTE. INVESTMENT DRAWS WERE $2,618,000 FOR THE YEAR ENDED JUNE 30, 2010. Part X: Description of Uncertain Tax Positions Under FIN 48: The Institute follows the provisions of FASB Interpretation No. 48, "Accounting for Uncertainty in Income Taxes - an interpretation of FASB Statement No. 109" ("FIN 48"). FIN 48 clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. FIN 48 also provides guidance on de-recognition, classification, interest and penalties, accounting in interim periods, and disclosure. Management has determined that the adoption of FIN 48 had no effect on the Institute's consolidated financial statements. Europe 0 0 Licensing Technology 0 0 0 0 Schedule F, Part IV Other Information Schedule F, Part I, line 3: The organization receives royalty payments from an Italian business entity for software licensing. The organization does not have any offices or employees in a foreign location. The organization also does not incur any expenditures related to foreign activities. WHAT'S IN YOUR GENES? 79949 40462 39487 2000 20788 9425 26713 79949 40462 39487 2000 20788 9425 26713 58926 -19439 X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 Michael F Christman PhD 400690 0 0 0 0 0 17150 0 4984 0 422824 0 484824 0 Joseph L Mintzer 244111 0 0 0 0 0 32150 0 12942 0 289203 0 273421 0 Maren K Gaughan 135480 0 0 0 0 0 8342 0 12941 0 156763 0 149973 0 Part I, Line 4a Part I, line 4b: Joseph Mintzer received a $15,000 contribution to a supplemental nonqualified retirement plan. The Camden County Improvement Authority 222681222 2008-07-02 6000000 Finance the renovation of laboratory and office space and purchase equipment 0 0 6000000 119000 5881000 2010 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 1 1 1 TD Bank 10.000000000000 0 0 0 M CHRISTMAN PHD PURCHASE PROPERTY X 250000 230000 0 1 1 N Gerry PhD Down-payment on housing purchase X 60000 38677 0 1 1 268677 Form 990, Part VI, Section B, line 11 The Chair of the Audit Committee will review the Form 990 prior to filing with the IRS and present its contents to members of the Executive and Audit Committees. A copy of the Form 990 will be provided to the entire board for their review. Form 990, Part VI, Section B, line 12c THE CEO ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH MEMBER OF THE BOARD OF TRUSTEES. EACH TRUSTEE MUST COMPLETE AND RETURN THE ANNUAL DISCLOSURE STATEMENT TO THE CEO ON A TIMELY BASIS AND INFORM THE CEO AND/OR THE COMMITTEE ON CONFLICTS OF INTEREST DIRECTLY ON A TIMELY BASIS OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST OR OF ANY SITUATION WHICH MIGHT LEAD TO THE APPEARANCE OF A CONFLICT OF INTEREST. IN ADDITION, THE EXECUTIVE VICE PRESIDENT ANNUALLY DISTRIBUTES A COPY OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH OFFICER, EXECUTIVE, PROFESSIONAL STAFF MEMBER AND ANY INVESTIGATOR. THESE EMPLOYEES ARE REQUIRED TO SUBMIT THE COMPLETED DISCLOSURE STATEMENT TO THE EXECUTIVE VICE PRESIDENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. REPORTED CONFLICTS OF INTEREST ARE SHARED WITH THE EXECUTIVE COMMITTEE. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST IS EXCLUDED FROM VOTING ON ANY ISSUE INVOLVING THE CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 Using comparability data sourced from an independent organization, a Board of Trustees appointed Compensation Committee reviews the performance and establishes the annual compensation for the Chief Executive Officer and the Chief Operating Officer. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2 AUDITED FINANCIAL STATEMENTS THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT ON A CONSOLIDATED BASIS. FORM 990, PART XI, LINE 2C AUDIT COMMITTEE THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. CorielLogic Inc 403 Haddon Avenue Camden NJ 08103 222467962 Commercial Development of Institute Technology NJ N/A C 4038 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0