2011-06-15T13:52:19-07:00 2010-07-31 TCA Partners LLP 1111 East Herndon Avenue Suite 211 Fresno CA 93720 990 2009-08-01 942650833 Mathematical Sciences Research Institute MATH 5106420143 17 Gauss Way Berkeley CA 94720 Phyllis Carter 2011-06-15 Inger Sullenger CPA 5594317708 X 2009 2016-02-24 21:20:13Z X X Phyllis Carter 3121835 false false X www.msri.org X 1980 CA MSRI fosters mathematical research by bringing together the foremost mathematical scientists from around the world in an environment that promotes creative and effective collaboration. 36 36 29 70 0 3563559 2668794 405146 369017 112726 79164 4860 4081431 3121835 1758874 2841458 0 1933283 1991231 0 431759 3485434 2587110 7177591 7419799 -3096160 -4297964 28584768 24272636 140797 152944 28443971 24119692 MSRI fosters mathematical research by bringing together the foremost mathematical scientists from around the world in an environment that promotes creative and effective collaboration. false false 5399767 2841458 369017 The Mathematical Sciences Research Institute (MSRI) exists to further mathematical research through broadly-based programs in the mathematical sciences and closely related fields. The major programs were:1) Semester entitled: Tropical Geometry2) Semester entitled: Sympletic and Contact Geometry and Topology3) Semester entitled: Homology Theory of Knots and LinksMSRI hosts mathematics scholars from all over the world to conduct research in their respective fields. In addition, MSRI holds workshops and conferences to discuss and disseminate mathematical research. 5399767 true true false false false false false false false true true true false false false false false true false false false false true true true false false false false false false false false false false false false false false false false false false false false true 86 0 true 29 true false false false false false false false false false false false 0 false false false false false false false false 36 36 true false false false false false false true true false false false true true true true true true true true false false WV WI WA VA UT TN SC RI PA OR OK OH NY NM NJ NH ND NC MS MN MI ME MD MA KY KS IL GA FL CT CA AZ AR AL AK X X Phyllis Carter 5106438321 17 Gauss Way Berkeley CA 947205070 William Hearst III 1.00 X 0 0 0 Tom Leighton 1.00 X 0 0 0 Sylvia Bozeman 1.00 X 0 0 0 Sun-Yung Alice Chang 1.00 X 0 0 0 Sanford Grossman 1.00 X 0 0 0 Sandor Straus 1.00 X 0 0 0 Ruth Charney 1.00 X 0 0 0 Roger Strauch 1.00 X 0 0 0 Robert Bryant 40.00 X 85360 0 8536 Rick Schoen 1.00 X 0 0 0 Ricardo Cortez 1.00 X 0 0 0 Phillip Griffiths 1.00 X 0 0 0 Phabhakar Raghavan 1.00 X 0 0 0 Peter Sarnak 1.00 X 0 0 0 Nathaniel Simons 1.00 X 0 0 0 Myron Scholes 1.00 X 0 0 0 Morris Kalka 1.00 X 0 0 0 May Chu 1.00 X 0 0 0 Maria Klawe 1.00 X 0 0 0 Lucy Sanders 1.00 X 0 0 0 Kathleen O'Hara 1.00 X 0 0 0 Julius Krevans 1.00 X 0 0 0 Jim Sotoris 40.00 X 119927 0 20799 Jerry Fiddler 1.00 X 0 0 0 Jennifer Chayes 1.00 X 0 0 0 Jeff Goodby 1.00 X 0 0 0 James Simons 1.00 X 0 0 0 Hugo Sonnenschein 1.00 X 0 0 0 Helmut Hofer 1.00 X 0 0 0 Helene Barcelo 40.00 X 153850 0 24964 Enrico Hernandez 40.00 X 107158 0 16154 Elwyn Berlekamp 1.00 X 0 0 0 Edward Baker 1.00 X 0 0 0 Dusa McDuff 1.00 X 0 0 0 Deborah Loewenberg Ball 1.00 X 0 0 0 David Eisenbud 1.00 X 0 0 0 David Auckly 40.00 X 134700 0 15893 Charles Fefferman 1.00 X 0 0 0 Andrew Viterbi 1.00 X 0 0 0 Andrea Okounkov 1.00 X 0 0 0 Andrea Bertozzi 1.00 X 0 0 0 600995 86346 4 false true false 0 570347 2098447 2668794 Academic Svc Fees & Other 369017 369017 369017 79164 79164 0 4860 4860 0 0 0 0 0 0 3121835 369017 84024 10041 10041 1428220 1428220 1403197 1403197 0 373210 352517 20693 0 1158027 377245 589038 191744 146998 38452 87823 20723 191062 53291 112254 25517 121934 38065 68895 14974 0 10867 3354 7513 34430 34430 0 0 0 9596 9596 0 85469 13051 9949 62469 0 0 0 35695 10716 13783 11196 0 399730 399730 0 0 584568 514420 64302 5846 26193 22855 3059 279 Purchased Services 304674 141036 111892 51746 Math & Society - Outreach 504512 504512 Equipment & Furn Repairs 187214 147578 25273 14363 Building Lease & Maintenance 119409 103646 14450 1313 Benefits - Scientists 125483 125483 159270 68229 87658 3383 7419799 5399767 1588273 431759 511 321615 29767 1523725 8070048 2420721 42216 664 0 0 0 0 30811 47808 14129256 2587996 11928110 11541260 0 8483305 8416843 0 0 0 28584768 24272636 140797 152943 1 140797 152944 X 14371743 12636292 6273951 3364816 7798277 8118584 28443971 24119692 28584768 24272636 X false true true X true true X 2296103 1633596 9376734 3563559 2668794 19538786 0 0 2296103 1633596 9376734 3563559 2668794 19538786 4534305 15004481 203778 151039 246078 112726 84024 797645 0 0 20336431 0.73780 0.97140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8386968 9200 44561 52433 8493162 6863715 44561 73190 6936905 0.03300 0.96700 false false false 11268381 517530 10750851 2860875 2070466 790409 11541260 8416843 Rounding 1 1 3121835 7419799 -4297964 7870 -34185 -26315 -4324279 3129705 7870 7870 3121835 3121835 7419799 7419799 7419799 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowments are held to support the work of research professors, postdoctoral scholars, and mathematics circle programs.Part V, Line 1a: The current year beginning balance reflects restatement of prior year ending balance. true 0 0 0 X Stipends, Travel Reimbursment and Per Diem South America 13 37244 Check Stipends, Travel Reimbursment and Per Diem North America (Non-US) 30 81070 Check Stipends, Travel Reimbursment and Per Diem Middle East & North Africa 2 1496 Check Stipends, Travel Reimbursment and Per Diem Europe 167 923772 Check Stipends, Travel Reimbursment and Per Diem East Asia & The Pacific 121 359615 Check Grantmaker's Description of How Grants are Used in Foreign Country MSRI requires submission of hotel and travel receipts before reimbursing the grantees' expenses. true X 0 0 Stipends, Travel Reimbursment and Per Diem 441 1428220 Grantmaker's Description of How Grants are Used MSRI requires submission of hotel and travel receipts before reimbursing the grantees' expenses. In addition, for National Security Agency grants, verification of the recipients' United States citizenship is obtained. X true true X X false false false false false false false false false false Helene Barcelo 153850 15375 9589 178814 David Auckly 134700 11310 4583 150593 Sch J, Part III, Additional Information Part III, Additional Information MSRI offers a monetary housing allowance to incent successful job candidates to accept their offer. The cost of living is very high in the CA Bay Area. In addition, the associate director position is a two-year position. The annual value of the housing allowance received was $21,600. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. Amended Explanation Due to management turnover and delays in the completion of the audit, the process of trying to file the returns timely was rushed, and some small changes were overlooked. These involved the following: Form 990, Part VI, Line 2: Amendments were made to disclose business relationships between the Officers and Directors.Form 990, Part VII, Section A: Amendments were made to reflect all of the current officers, misclassified previously as key employees and/or highest paid employees. A correction was made to the spelling of a Board member's name.Form 990, Schedule D, Part V, Line 1c: The net investment earnings were erroneously left off of the previously filed return. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Documents are made available upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Key employee compensation is set by the Director and approved by the Board of Trustees in the budgeting process. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of interest statements are completed annually and reviewed by the Board of Directors. Follow-up on any resulting conflicts occurs at the time of the annual review. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Form 990 was distributed to the finance committee before filing. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Some of the directors have careers as investors and fellow directors hold investments in funds they manage.