HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-02-21
- IRS object ID
- 202420529349301717
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-21T16:39:53+00:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 New York Ave NW Ste 1100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590735717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Hughes Medical Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 3012158500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE LOCHTE | PersonNm |
| Person Title | CFO & Treasurer | PersonTitleTxt |
| Signature | 2024-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNNE | PersonFirstNm |
| Person Last | LOCHTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erin O'Shea | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,203,609,393 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HHMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2419 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $56,759,368 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,025,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,027,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,865,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,779,831 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,087,454,899 | PYInvestmentIncomeAmt |
| CY Investment Income | $718,984,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,131,707 | PYOtherRevenueAmt |
| CY Other Revenue | $23,231,062 | CYOtherRevenueAmt |
| PY Total Revenue | $2,117,477,557 | PYTotalRevenueAmt |
| CY Total Revenue | $749,022,788 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,168,536 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $105,314,043 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $398,296,704 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $434,141,500 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $557,824,715 | PYOtherExpensesAmt |
| CY Other Expenses | $607,635,036 | CYOtherExpensesAmt |
| PY Total Expenses | $986,289,955 | PYTotalExpensesAmt |
| CY Total Expenses | $1,147,090,579 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,131,187,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$398,067,791 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,877,392,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,892,499,538 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,837,723,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,715,409,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,039,668,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,177,090,209 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $766,358,205 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,754,693 | RevenueAmt |
| Desc | MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (A) The HHMI Investigator Program The Howard Hughes Medical Institute's approach to biomedical research can be summarized in three words: people, not projects. By employing scientists as HHMI Investigators - rather than awarding research grants - the Institute provides long-term, flexible funding that enables its researchers to pursue their scientific interests wherever they lead. HHMI believes that scientists of exceptional talent and imagination will make fundamental discoveries of lasting scientific value and benefit to humanity if they are given the resources, time, and freedom to pursue challenging questions. HHMI Investigators receive a seven-year appointment, which is renewable pending favorable scientific review. The Institute nurtures the creativity and intellectual daring of scientists who are willing to set aside conventional wisdom or the easy question for a fundamental problem that may take many years to solve. Among the characteristics that distinguish this group of scientists are qualities such as creativity, a penchant for risk-taking, and a commitment to discovery, productivity, and perseverance. This unique research model is an imaginative and powerful alternative to funding biomedical research through grants. The HHMI Investigator Program employs more than 260 HHMI researchers, among them 16 Nobel laureates and more than 150 members of the National Academy of Sciences. HHMI Investigators direct Institute research laboratories on the campuses of about 60 universities and other research organizations throughout the United States. Since the early 1990s, Investigators have been selected through rigorous national competitions. The Institute solicits applications directly from scientists at medical schools and other research institutions in the United States, with the aim of identifying those who have the potential to make significant contributions to science. HHMI employs an open application process to ensure that it is selecting its researchers from a broad and deep pool of scientific talent. HHMI announced a national competition in October 2022 to appoint approximately 25 new Investigators. This effort will expand HHMI's community of Investigators who perform basic biological research at research institutions across the nation. In January 2023, the Institute launched the Emerging Pathogens Initiative with a $100 million commitment to support basic research targeted at preparedness for emerging pathogens that could threaten human health. Thirteen project teams involving 70 scientists from 29 institutions will collaborate on the research. This one-time competition invited proposals from HHMI Investigators for projects to be conducted independently or in collaboration with a diverse spectrum of scientists at US institutions and across the globe. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, innovates research practices and technologies to solve biology's deepest mysteries. At Janelia, integrated teams of lab scientists and tool-builders pursue a small number of scientific questions with potential for transformative impact. To drive science forward, methods, results, and tools are shared with the scientific community. In FY23, Janelia opened labs in the campus's newest research area, 4D Cellular Physiology (4DCP). 4DCP aims to examine how cells work and communicate across scales to build and maintain organs and organisms, an effort that leverages Janelia's strengths in developing cutting-edge molecular tools and imaging technologies as well as computational and theoretical methods. As a result of dedicated recruitment efforts, Janelia welcomed six new group leaders in 4DCP, one senior group leader in Molecular Tools and Imaging, and two group leaders in Mechanistic Cognitive Neuroscience. In the current fiscal year, there were 27 group leaders, 15 senior group leaders, and six Janelia scholars at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. Janelia also has a vibrant scientific conference program, which brings many scientists to its campus each year for educational meetings, as well as research opportunities in the Advanced Imaging Center and Collaboratorium for scientists to come onsite to collaborate with Janelia researchers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,087,616 | ExpenseAmt |
| Grant | $105,314,043 | GrantAmt |
| Revenue | $1,025,138 | RevenueAmt |
| Desc | SCIENCE EDUCATION, FELLOWSHIPS, AND MEDIA PROGRAMS (A) CENTER FOR THE ADVANCEMENT OF SCIENCE LEADERSHIP & CULTURE (B) BIOINTERACTIVE (C) TANGLED BANK STUDIOS (D) HANNA H. GRAY FELLOWS PROGRAM (E) E-LIFE OPEN ACCESS JOURNAL (F) AFRICA HEALTH RESEARCH INSTITUTE IN SOUTH AFRICA (CONTINUED ON SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $927,445,821 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 927 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2419 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | JE | ForeignCountryCd |
| Foreign Country | JO | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | KV | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | IM | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | MJ | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | RN | ForeignCountryCd |
| Foreign Country | LO | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | AN | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE LOCHTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012158500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALISON F RICHARD PHD | |||||||||
| TRUSTEE, CHAIR EDUCATION COMM | 4.0 | 0.0 | Yes (X) | $70,000 | $0 | $0 | |||
| CHARLENE BARSHEFSKY ESQ | |||||||||
| TRUSTEE, CHAIR NOM & GOV COMM | 4.0 | 0.0 | Yes (X) | $70,000 | $0 | $0 | |||
| CLAYTON S ROSE PHD | |||||||||
| TRUSTEE, CHAIR | 6.0 | 0.0 | Yes (X) | $100,000 | $0 | $0 | |||
| DAVID JULIUS PHD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | |||
| DEBORA L SPAR PHD | |||||||||
| TRUSTEE, CHAIR AUDIT & COMP | 4.0 | 0.0 | Yes (X) | $70,000 | $0 | $0 | |||
| FRED R LUMMIS | |||||||||
| TRUSTEE, CHAIR FINANCE COMM | 4.0 | 0.0 | Yes (X) | $70,000 | $0 | $0 | |||
| JOSEPH L GOLDSTEIN MD | |||||||||
| TRUSTEE, CHAIR RESEARCH COMM | 4.0 | 0.0 | Yes (X) | $70,000 | $0 | $0 | |||
| KURT L SCHMOKE ESQ | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | |||
| MARGARET D TUTWILER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | |||
| PAUL M NURSE PHD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $30,000 | $0 | $0 | |||
| RISA LAVIZZO-MOUREY MD MBA | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | |||
| ANN K BATLLE ESQ | |||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 2/23) | 40.0 | 0.0 | $379,750 | $0 | $64,069 | Yes (X) | |||
| BLANTON TOLBERT PHD | |||||||||
| VICE PRESIDENT OF SCIENCE LEADERSHIP AND CULTURE (AS OF 11/22) | 40.0 | 0.0 | $118,714 | $0 | $11,711 | Yes (X) | |||
| BODO STERN PHD | |||||||||
| CHIEF OF STRATEGIC INITIATIVES | 40.0 | 0.0 | $412,714 | $0 | $47,118 | Yes (X) | |||
| DANIEL A CRONIN PHD | |||||||||
| VP & CHIEF FINANCIAL & OPERATING OFFICER (THRU 1/23) | 40.0 | 0.0 | $671,153 | $0 | $46,419 | Yes (X) | |||
| DONALD KOCH | |||||||||
| VP & CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $2,471,389 | $0 | $69,294 | Yes (X) | |||
| ERIN K O'SHEA PHD | |||||||||
| PRESIDENT | 40.0 | 0.0 | $1,579,347 | $0 | $60,541 | Yes (X) | |||
| HEIDI E HENNING ESQ | |||||||||
| VP & GENERAL COUNSEL & SECRETARY | 40.0 | 0.0 | $743,698 | $0 | $67,468 | Yes (X) | |||
| JEREMY COMPTON | |||||||||
| ASSOCIATE CONTROLLER & ASSISTANT TREASURER | 40.0 | 0.0 | $216,469 | $0 | $33,018 | Yes (X) | |||
| KRISTINA HEIBERGER | |||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 2/23) | 40.0 | 0.0 | $286,350 | $0 | $72,870 | Yes (X) | |||
| LESLIE B VOSSHALL PHD | |||||||||
| VP & CHIEF SCIENTIFIC OFFICER | 40.0 | 0.0 | $672,222 | $0 | $65,705 | Yes (X) | |||
| LYNNE LOCHTE | |||||||||
| CHIEF FINANCIAL OFFICER & TREASURER (AS OF 8/23) | 40.0 | 0.0 | $84,619 | $0 | $18,038 | Yes (X) | |||
| MONIQUE L MARCUS | |||||||||
| CONTROLLER (THRU 9/22) | 40.0 | 0.0 | $240,170 | $0 | $43,263 | Yes (X) | |||
| NATASHA NEISES | |||||||||
| SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS | 40.0 | 0.0 | $268,438 | $0 | $39,228 | Yes (X) | |||
| RONALD VALE PHD | |||||||||
| VP & EXEC DIR, JANELIA RESEARCH CAMPUS | 40.0 | 0.0 | $723,393 | $0 | $61,864 | Yes (X) | |||
| SEAN B CARROLL PHD | |||||||||
| VP FOR SCIENCE & EDUCATIONAL MEDIA GROUP | 40.0 | 0.0 | $830,494 | $0 | $53,551 | Yes (X) | |||
| GLEN ZWICKER | |||||||||
| MANAGING DIRECTOR & HEAD OF INVESTMENT OPS | 40.0 | 0.0 | $1,370,091 | $0 | $67,763 | Yes (X) | |||
| GREGORY DENINNO | |||||||||
| MANAGING DIRECTOR, PRIVATE MARKETS (THRU 9/22) | 40.0 | 0.0 | $2,164,572 | $0 | $47,533 | Yes (X) | |||
| MARK SPROLES | |||||||||
| MANAGING DIRECTOR, PRIVATE MARKETS | 40.0 | 0.0 | $950,676 | $0 | $32,177 | Yes (X) | |||
| RICHARD A PENDER | |||||||||
| MANAGING DIRECTOR, PUBLIC MARKETS (THRU 4/23) | 40.0 | 0.0 | $1,624,385 | $0 | $61,873 | Yes (X) | |||
| RICHARD AXEL PHD | |||||||||
| INVESTIGATOR | 40.0 | 0.0 | $750,671 | $0 | $54,145 | Yes (X) | |||
| DAVID E CLAPHAM PHD | |||||||||
| SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENCE OFFICER | 40.0 | 0.0 | $633,140 | $0 | $64,480 | Yes (X) | |||
| DENNIS MCKEARIN PHD | |||||||||
| SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS | 40.0 | 0.0 | $473,061 | $0 | $52,389 | Yes (X) | |||
| GERALD M RUBIN PHD | |||||||||
| SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC | 40.0 | 0.0 | $566,244 | $0 | $55,467 | Yes (X) | |||
| SUSAN S PLOTNICK | |||||||||
| DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22) | 40.0 | 0.0 | $165,867 | $0 | $23,545 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,117,627 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,213,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 823 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWATER ASSOCIATES LP | |||||||||
| ONE NYALA FARMS ROAD | WESTPORT | CT | 06880 | INVESTMENT MGT | $9,205,537 | ||||
| ARAMARK HARRISON LODGING | |||||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 10107 | CONFERENCE CTR MGT | $6,718,985 | ||||
| JONES LANG LASALLE AMERICAS INC | |||||||||
| 525 WILLIAM PENN PLACE | PITTSBURGH | PA | 15259 | FACILITIES MGT | $4,021,555 | ||||
| PORTSEA FUND SICAV PLC | |||||||||
| INVESTMENT MGT | $2,895,920 | C/O CITCO FUND SVCS IRELAND LTD | TELLANGANA HOUSE BLACKROCK RD | CORK | EI | ||||
| SELECT EQUITY GROUP INC (VIA SPRUGOS INVESTMENTS III LLC) | |||||||||
| 380 LAFAYETTE STREET | NEW YORK | NY | 10003 | INVESTMENT MGT | $2,815,660 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 159 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,027,136 | AllOtherContributionsAmt |
| Total Contributions | $2,027,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900099 | $3,754,693 | $3,754,693 |
| TV & FILM INCOME | 900099 | $1,025,138 | $1,025,138 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,779,831 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,786,251 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $21,483,087 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,303,164 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,651,934 | TotalRevenueColumnAmt |
| Exclusion | $4,651,934 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,531,008 | TotalRevenueColumnAmt |
| Exclusion | $22,531,008 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,959,885,991 | SecuritiesAmt |
| Other | $35,247,188 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,454,586,605 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $505,299,386 | SecuritiesAmt |
| Other | $35,247,188 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $540,546,574 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,276,281 | UnrelatedBusinessRevenueAmt |
| Exclusion | $505,270,293 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA | 900099 | $222,487 | $222,487 |
| EASEMENT RELOCATION REIMBURSEMENT | 900099 | $267,750 | $267,750 |
| CASH DISCOUNTS | 900099 | $195,762 | $195,762 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $700,054 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $749,022,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,779,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,759,368 | UnrelatedBusinessRevenueAmt |
| Exclusion | $685,456,453 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,431,334 | TotalAmt |
| Program Services | $95,431,334 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,515,198 | TotalAmt |
| Program Services | $8,515,198 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,511 | TotalAmt |
| Program Services | $1,367,511 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,089,142 | TotalAmt |
| Program Services | $3,649,010 | ProgramServicesAmt |
| Management And General | $11,440,132 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,444,229 | TotalAmt |
| Program Services | $517,023 | ProgramServicesAmt |
| Management And General | $927,206 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,245,707 | TotalAmt |
| Program Services | $284,208,984 | ProgramServicesAmt |
| Management And General | $49,036,723 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,354,356 | TotalAmt |
| Program Services | $21,276,399 | ProgramServicesAmt |
| Management And General | $4,077,957 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,445,383 | TotalAmt |
| Program Services | $34,091,356 | ProgramServicesAmt |
| Management And General | $5,354,027 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,562,683 | TotalAmt |
| Program Services | $16,686,587 | ProgramServicesAmt |
| Management And General | $2,876,096 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,700,243 | TotalAmt |
| Program Services | $1,086,803 | ProgramServicesAmt |
| Management And General | $5,613,440 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,585 | TotalAmt |
| Management And General | $1,196,585 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,333 | TotalAmt |
| Management And General | $128,333 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,924,856 | TotalAmt |
| Management And General | $59,924,856 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,036,673 | TotalAmt |
| Program Services | $79,423,378 | ProgramServicesAmt |
| Management And General | $14,613,295 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,175,010 | TotalAmt |
| Program Services | $2,534,398 | ProgramServicesAmt |
| Management And General | $1,640,612 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,239,413 | TotalAmt |
| Program Services | $5,768,953 | ProgramServicesAmt |
| Management And General | $5,470,460 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012 | TotalAmt |
| Program Services | $1,012 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,664,835 | TotalAmt |
| Program Services | $69,242,055 | ProgramServicesAmt |
| Management And General | $11,422,780 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,552,367 | TotalAmt |
| Program Services | $9,425,532 | ProgramServicesAmt |
| Management And General | $1,126,835 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416,079 | TotalAmt |
| Program Services | $4,633,348 | ProgramServicesAmt |
| Management And General | $782,731 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,999,777 | TotalAmt |
| Program Services | $14,045,403 | ProgramServicesAmt |
| Management And General | $11,954,374 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,009,831 | TotalAmt |
| Program Services | $103,023,369 | ProgramServicesAmt |
| Management And General | $9,986,462 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,797 | TotalAmt |
| Program Services | $71,573 | ProgramServicesAmt |
| Management And General | $338,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB & OTHER SCIENTIFIC SUPPLIES | $125,589,278 | $124,366,776 | $1,222,502 |
| MINOR EQUIPMENT & RENOVATIONS | $13,382,721 | $10,926,195 | $2,456,526 |
| EQUIPMENT MAINTENANCE | $22,625,524 | $17,227,811 | $5,397,713 |
| INCOME TAX | $46,197 | $46,197 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,536,505 | TotalAmt |
| Program Services | $19,925,813 | ProgramServicesAmt |
| Management And General | $12,610,692 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,090,579 | TotalAmt |
| Program Services | $927,445,821 | ProgramServicesAmt |
| Management And General | $219,644,758 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,170,460 | BOYAmt |
| EOY | $319,799,239 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,448,119 | BOYAmt |
| EOY | $19,032,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,163,971,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,345,033,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,669,960 | BOYAmt |
| EOY | $818,938,084 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,804,986,772 | BOYAmt |
| EOY | $4,752,736,410 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,893,785,554 | BOYAmt |
| EOY | $19,401,330,482 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,331,789 | BOYAmt |
| EOY | $580,663,125 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,877,392,654 | BOYAmt |
| EOY | $25,892,499,538 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,691,395 | BOYAmt |
| EOY | $229,599,436 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,751,271 | BOYAmt |
| EOY | $95,975,722 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,890,167 | BOYAmt |
| EOY | $930,742,223 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,376,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,014,837 | BOYAmt |
| EOY | $459,091,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,723,670 | BOYAmt |
| EOY | $1,715,409,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,039,668,984 | BOYAmt |
| EOY | $24,177,090,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,039,668,984 | BOYAmt |
| EOY | $24,177,090,209 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,877,392,654 | BOYAmt |
| EOY | $25,892,499,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$398,067,791 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $517,993,869 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,495,147 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASU Affiliated Hospitals | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 4 List of Hospital Affiliations | List of Hospital Affiliations for E-Filing: Hospital, City, State, Zip Code - Baylor affil hosps, Houston, TX 77030/ Beth Israel Deaconess Med Ctr, Boston, MA 02215/ Boston Children's Hosp, Boston, MA 02115/ Brandeis affil hosps, Waltham, MA 02254/ Brigham & Women's Hospital, Boston, MA 02115/ CalTech affil hosps, Pasadena, CA 91125/ Carnegie affil hosp, Baltimore, MD 21218/ CSHL affil hosps, Cold Spring Harbor, NY 11724/ Columbia affil hosps, New York, NY 10027/ Cornell affil hosp, New York, NY 14853/ Dana-Farber Cancer Inst, Boston, MA 02115/ Duke affil hosps, Durham, NC 27706/ Fred Hutchinson affil hosp, Seattle, WA 98109/ Harvard affil hosps, Cambridge, MA 02138/ Icahn School of Med affil hosp, New York, NY 10029/ Indiana Univ affil hosp, Bloomington, IN 47405/ Johns Hopkins Hosp, Baltimore, MD 21205/ JHU affil hosps, Baltimore, MD 21218/ Mass Gen Hosp, Boston, MA 02129/ MIT affil hosps, Boston, MA 02139/ MSKCC affil hosps, New York, NY 10021/ NYU affil hosps, New York, NY 10016/ Northwestern Univ affil hosps, Evanston, IL 60208/ OHSU Hosp, Portland, OR 97239/ PSU affil hosps, State College, PA 16802/ Princeton affil hosps, Princeton, NJ 08544/ Rockefeller Hosp, New York, NY 10021/ St. Jude Children's Research Hosp, Memphis, TN 38105/ Salk Institute affil hosps, La Jolla, CA 92093/ Scripps Institute affil hosps, La Jolla, CA 92037/ Stanford affil hosps, Palo Alto, CA 94305/ UC Davis affil hosp, Davis, CA 95616/ UCLA Med Ctr affil hosps, Los Angeles, CA 90095/ UC San Diego affil hosps, San Diego, CA 92093/ UCSF affil hosps, San Francisco, CA 94143/ UC Berkeley affil hosps, Berkeley, CA 94720/ UC Santa Cruz affil hosps, Santa Cruz, CA 95064/ Univ of Chicago affil hosp, Chicago, IL 60637/ Univ of Colorado affil hosp, Boulder, CO 80309/ Univ of Colorado affil hosp, Denver, CO 80204/ Univ of Illinois affil hosp, Urbana, IL 61801/ Univ of Iowa affil hosps, Iowa City, IA 52242/ UMD Baltimore County affil hosp, Baltimore, MD 21201/ UMD College Park affil hosp, College Park, MD 20742/ UMass affil hosps, Worcester, MA 01605/ Univ of Miami affil hosps, Miami, FL 33136/ Univ of Michigan Hosps, Ann Arbor, MI 48109/ Univ of Minnesota affil hosps, Minneapolis, MN 55414/ UNC affil hosps, Chapel Hill, NC 27599/ Univ of Oregon affil hosp, Eugene, OR 97403/ UPenn affil hosps, Philadelphia, PA 19104/ UT Austin affil hosps, Austin, TX 78712/ UT Health Sci Ctr San Antonio, San Antonio, TX 78229/ UTSW Med Ctr affil hosp, Dallas, TX 75390/ Univ of Utah affil hosps, Salt Lake City, UT 84112/ UVA Med Ctr, Charlottesville, VA 22903/ Univ of Wash Affil Hosps, Seattle, WA 98195/ Univ of Wisconsin affil hosps, Madison, WI 53706/ Whitehead affil hosps, Cambridge, MA 02138/ Yale affil hosp, New Haven, CT 06520 |
| Schedule A, Part I, Line 4 MRO Qualification | The Institute is a Medical Research Organization for its taxable year ending August 31, 2023, as its cash basis expenditures of $3,244,616,785 for the four year period ending August 31, 2022 exceeded the four year MRO requirement of $3,199,525,678 (3.5% of the Institute's endowment). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $500,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $128,333 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $9,250 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $637,583 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B, LINE 1f (GRANTS TO OTHER ORGS.) GRANT PAID TO AN ORGANIZATION IN SUPPORT OF STRENGTHENING U.S. FEDERAL SCIENCE AND TECHNOLOGY INVESTMENTS. SCHEDULE C, PART II-B, LINE 1g (DIRECT CONTACT) AMOUNTS PAID TO LOBBYING FIRM FOR DIRECT CONTACT WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFFS ON PENDING LEGISLATIVE MATTERS. SCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $807,737 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $96,884,682 | OtherCostOrOtherBasisAmt |
| Book Value | $97,692,419 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,248,413 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $866,991,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $463,124,454 | DepreciationAmt |
| Book Value | $414,115,929 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $344,249,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $335,758,060 | DepreciationAmt |
| Book Value | $8,491,443 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $786,414,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $546,150,970 | DepreciationAmt |
| Book Value | $240,263,256 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $921,448 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $57,453,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $58,375,037 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $818,938,084 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PRIVATE EQUITY | $7,010,668,092 |
| REAL ASSETS | $1,955,675,733 |
| PUBLIC EQUITY | $6,057,073,207 |
| INDEPENDENT RETURN | $4,377,913,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,401,330,482 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENTS PAYABLES | $35,946,433 |
| INVESTMENTS AND DERIVATIVE LIABILITIES | $46,757,207 |
| DEFERRED COMPENSATION LIAB | $70,160,015 |
| REPURCHASE OBLIGATIONS | $150,344,400 |
| LEASE OBLIGATIONS | $154,350,545 |
| OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL | $1,533,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $459,091,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to the year ended August 31, 2019. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (38 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Central America and the Caribbean | Investments | $6,995,490,599 | ||
| East Asia and the Pacific | Investments | $143,331,334 | ||
| Europe (Including Iceland and Greenland) | Investments | $2,019,795,448 | ||
| South America | Investments | $20,212,260 | ||
| South Asia | Investments | $29,443,095 | ||
| Sub-Saharan Africa | Investments | $15,564,766 | ||
| North America (Canada & Mexico only) | Investments | $343,963,957 | ||
| Middle East and North Africa | Investments | $1,911,582 | ||
| Russia and Neighboring States | Investments | $66,947 | ||
| Central America and the Caribbean | Investment Management Fees | $7,342,683 | ||
| Europe (Including Iceland and Greenland) | Investment Management Fees | $18,375,353 | ||
| North America (Canada & Mexico only) | Investment Management Fees | $2,627,899 | ||
| East Asia and the Pacific | Grantmaking | $259,071 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | $308,440 | ||
| Sub-Saharan Africa | Grantmaking | $800,000 | ||
| Europe (Including Iceland and Greenland) | Program Services | $1,450 | Science Ed/Grantmaking | |
| Europe (Including Iceland and Greenland) | Program Services | $2,000,000 | Science Ed / e-Life | |
| Europe (Including Iceland and Greenland) | Program Services | $43,999 | Science Ed / Educational Media | |
| North America (Canada & Mexico only) | Program Services | $41,622 | Science Ed / Educational Media | 25 |
| East Asia and the Pacific | Program Services | $389,835 | Science Ed / Tangled Bank | 3 |
| Europe (Including Iceland and Greenland) | Program Services | $3,301,976 | Science Ed / Tangled Bank | 22 |
| South America | Program Services | $14,000 | Science Ed / Tangled Bank | 1 |
| Sub-Saharan Africa | Program Services | $375,067 | Science Ed / Tangled Bank | 3 |
| North America (Canada & Mexico only) | Program Services | $241,106 | Science Ed / Tangled Bank | 5 |
| Central America and the Caribbean | Program Services | $1,726 | Medical Research | |
| East Asia and the Pacific | Program Services | $5,127 | Medical Research | |
| Europe (Including Iceland and Greenland) | Program Services | $49,024 | Medical Research | |
| Middle East and North Africa | Program Services | $6,933 | Medical Research | |
| South America | Program Services | $6,534 | Medical Research | |
| South Asia | Program Services | $7,003 | Medical Research | |
| North America (Canada & Mexico only) | Program Services | $2,058 | Medical Research | |
| Europe (Including Iceland and Greenland) | Program Services | $6,505 | Science Ed/The Center | |
| South America | Program Services | $1,445 | Science Ed/The Center | |
| Europe (Including Iceland and Greenland) | Management & General | $34,578 | ||
| East Asia and the Pacific | Management & General | $6,191 | ||
| South America | Management & General | $1,006 | ||
| South Asia | Management & General | $2,719 | ||
| North America (Canada & Mexico only) | Management & General | $284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 59 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Subtotal Spent | $9,599,494,884 | SubtotalSpentAmt |
| Continuation Spent | $6,538,738 | ContinuationSpentAmt |
| Total Spent | $9,606,033,622 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | OPEN ACCESS | $200,000 | WIRE |
| Sub-Saharan Africa | BIOEDUCATION | $800,000 | WIRE |
| Europe (Including Iceland and Greenland) | OPEN ACCESS | $108,440 | WIRE |
| East Asia and the Pacific | MEDICAL RESEARCH | $259,071 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH GRANTEE IS REQUIRED TO SUBMIT ANNUAL FINANCIAL AND PROGRESS REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SUB-SAHARAN AFRICA-Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (180 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Cold Spring Harbor Lab | ||||||||
| Cold Sp Har Lab | Cold Sp Harbor | NY | 11724 | 112013303 | 501(c)(3) | $1,500,000 | ADVANCED COURSES | |
| Marine Biological Lab | ||||||||
| Marine Biological Lab | Woods Hole | MA | 02543 | 042014690 | Massachusetts | $1,950,000 | ADVANCED COURSES | |
| The Jackson Lab | ||||||||
| The Jackson Lab | Bar Harbor | ME | 04609 | 010211513 | 501(c)(3) | $900,000 | ADVANCED COURSES | |
| Loyola Marymount Univ | ||||||||
| Loyola Marymount | Los Angeles | CA | 90045 | 951643334 | 501(c)(3) | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| Ohio State University | ||||||||
| Ohio State Univ | Columbus | OH | 432101016 | 316025986 | Ohio | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| State Univ of New York- Albany | ||||||||
| State Univ of NY Albany | Albany | NY | 12201 | 141368361 | New York | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| Univ of Montana | ||||||||
| Univ of Montana | Missoula | MT | 59812 | 816001713 | Montana | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| Univ of MD Eastern Shore | ||||||||
| Univ of MD E Shore | Princess Anne | MD | 21853 | 526002033 | Maryland | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| Univ of Virginia | ||||||||
| Univ of Virginia | Charlottesville | VA | 22903 | 546001796 | Virginia | $2,500,000 | DRIVING CHANGE LEARN. COMM. | |
| Broad Institute | ||||||||
| Broad Institute | Cambridge | MA | 02142 | 263428781 | 501(c)(3) | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| Stanford Univ | ||||||||
| Stanford Univ | PO Box | CA | 941444253 | 941156365 | 501(c)(3) | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| Stanford Univ | ||||||||
| Stanford Univ | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| The University Of Texas At Austin | ||||||||
| The University Of Texas At Austin | Austin | TX | 78713 | 746000203 | Texas | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| University Of California San Francisco | ||||||||
| Univ Of California San Francisco | San Francisco | CA | 94143 | 946036493 | California | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| University Of California San Francisco | ||||||||
| Univ Of California San Francisco | San Francisco | CA | 94143 | 946036493 | California | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| University of California-San Francisco | ||||||||
| Univ of California-San Francisco | San Francisco | CA | 941431379 | 946036493 | California | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501(c)(3) | $1,280,000 | H. GRAY SCHOLARS - FACULTY | |
| Arizona State University | ||||||||
| Arizona State University | Tempe | AZ | 852876011 | 860196696 | Arizona | $405,183 | H. GRAY SCHOLARS - GRANT | |
| Broad Institute of MIT and Harvard | ||||||||
| Broad Institute of MIT and Harvard | Cambridge | MA | 02142 | 263428781 | 501(c)(3) | $18,860 | H. GRAY SCHOLARS - GRANT | |
| Case Western Reserve Univ | ||||||||
| Case Western Reserve Univ | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $16,158 | H. GRAY SCHOLARS - GRANT | |
| Cleveland Clinic Foundation | ||||||||
| Cleveland Clinic Foundation | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | $18,860 | H. GRAY SCHOLARS - GRANT | |
| Dartmouth College | ||||||||
| Dartmouth College | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $405,183 | H. GRAY SCHOLARS - GRANT | |
| Duke University | ||||||||
| Duke University | Durham | NC | 27705 | 560532129 | 501(c)(3) | $405,457 | H. GRAY SCHOLARS - GRANT | |
| Emory University | ||||||||
| Emory University | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | $405,457 | H. GRAY SCHOLARS - GRANT | |
| Fred Hutchinson Cancer Center | ||||||||
| Fred Hutchinson Cancer Center | Seattle | WA | 981091024 | 237156071 | 501(c)(3) | $405,457 | H. GRAY SCHOLARS - GRANT | |
| Harvard University | ||||||||
| Harvard University | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $372,854 | H. GRAY SCHOLARS - GRANT | |
| Johns Hopkins University | ||||||||
| Johns Hopkins University | Baltimore | MD | 21211 | 520595110 | 501(c)(3) | $810,366 | H. GRAY SCHOLARS - GRANT | |
| Massachusetts General Hospital | ||||||||
| Massachusetts General Hospital | Boston | MA | 021142696 | 042697983 | 501(c)(3) | $19,442 | H. GRAY SCHOLARS - GRANT | |
| Presidents and Fellows of Harvard College | ||||||||
| Pres and Fell of Harvard College | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $99,385 | H. GRAY SCHOLARS - GRANT | |
| Princeton University | ||||||||
| Princeton University | Princeton | NJ | 08540 | 210634501 | 501(c)(3) | $19,442 | H. GRAY SCHOLARS - GRANT | |
| Regents Of The University Of Colorado | ||||||||
| Regents Of The Univ Of Colorado | Aurora | CO | 800452571 | 846000555 | Colorado | $5,231 | H. GRAY SCHOLARS - GRANT | |
| Regents Of The University Of Michigan | ||||||||
| Regents Of The Univ Of Michigan | Ann Arbor | MI | 481091274 | 386006309 | Michigan | $19,442 | H. GRAY SCHOLARS - GRANT | |
| Regents University of California Los Angeles | ||||||||
| Regents Univ of California LA | Los Angeles | CA | 900246505 | 956006143 | California | $405,183 | H. GRAY SCHOLARS - GRANT | |
| Scripps Research Institute | ||||||||
| Scripps Research Institute | La Jolla | CA | 92037 | 330435954 | 501(c)(3) | $15,780 | H. GRAY SCHOLARS - GRANT | |
| Stanford University | ||||||||
| Stanford University | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | $898,256 | H. GRAY SCHOLARS - GRANT | |
| Stowers Institute for Medical Research | ||||||||
| Stowers Inst for Medical Research | Kansas City | MO | 64110 | 202993509 | 501(c)(3) | $405,457 | H. GRAY SCHOLARS - GRANT | |
| The Rockefeller University | ||||||||
| The Rockefeller University | New York | NY | 10065 | 131624158 | 501(c)(3) | $816,447 | H. GRAY SCHOLARS - GRANT | |
| The Trustees Of Columbia University | ||||||||
| The Trustees Of Columbia University | New York | NY | 10032 | 135598093 | 501(c)(3) | $20,378 | H. GRAY SCHOLARS - GRANT | |
| University Of California - Berkeley | ||||||||
| University Of California - Berkeley | Berkeley | CA | 94720 | 946002123 | California | $408,004 | H. GRAY SCHOLARS - GRANT | |
| University Of California San Francisco | ||||||||
| Univ Of California San Francisco | San Francisco | CA | 94143 | 946036493 | California | $422,209 | H. GRAY SCHOLARS - GRANT | |
| University of Massachusetts Amherst | ||||||||
| University of Massachusetts Amherst | Amherst | MA | 01035 | 043167352 | Massachusetts | $19,442 | H. GRAY SCHOLARS - GRANT | |
| University of Texas Southwestern Medical Center | ||||||||
| Univ of Texas Southwestern Med Ctr | Dallas | TX | 753909020 | 756002868 | Texas | $813,187 | H. GRAY SCHOLARS - GRANT | |
| University Of Washington | ||||||||
| University Of Washington | Seattle | WA | 981959472 | 916001537 | Washington | $1,185,266 | H. GRAY SCHOLARS - GRANT | |
| Vanderbilt University School Of Medicine | ||||||||
| Vanderbilt Univ School Of Medicine | Nashville | TN | 37232 | 620476822 | 501(c)(3) | $18,860 | H. GRAY SCHOLARS - GRANT | |
| Washington University | ||||||||
| Washington University | St Louis | MO | 631121408 | 430653611 | 501(c)(3) | $16,158 | H. GRAY SCHOLARS - GRANT | |
| Whitehead Institute for Biomedical Research | ||||||||
| Whitehead Inst Biomedical Research | Cambridge | MA | 021421479 | 061043412 | 501(c)(3) | $408,004 | H. GRAY SCHOLARS - GRANT | |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501(c)(3) | $408,004 | H. GRAY SCHOLARS - GRANT | |
| California Institute Of Technology | ||||||||
| California Institute Of Technology | Pasadena | CA | 91125 | 951643307 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Columbia University The Trustees Of Columbia University in the City of New | ||||||||
| Columbia Univiversity | New York | NY | 10027 | 135598093 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | York |
| Johns Hopkins University | ||||||||
| Johns Hopkins University | BALTIMORE | MD | 21218 | 520595110 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| New York University School Of Medicine | ||||||||
| New York Univ School Of Medicine | New York | NY | 10016 | 135562308 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| President & Fellows Of Harvard Coll | ||||||||
| President Fellows Of Harvard Coll | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| President & Fellows Of Harvard Coll | ||||||||
| President Fellows Of Harvard Coll | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| President & Fellows of Harvard College | ||||||||
| Pres Fellows of Harvard College | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Salk Institute for Biological Studies | ||||||||
| Salk Inst for Biological Studies | LA Jolla | CA | 92037 | 952160097 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Stanford University | ||||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Stanford University | ||||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Stanford University | ||||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Stanford University | ||||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| The Regents of the University of California Berkeley | ||||||||
| Regents of the Univ of CA Berkeley | Berkeley | CA | 94704 | 946002123 | California | $10,000 | HANNA GRAY SCHOLARS | |
| The Trustees of Columbia University in the City of New York | ||||||||
| Columbia University | New York | NY | 10027 | 135598093 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| The Trustees of Princeton University | ||||||||
| The Trustees of Princeton Univ | Princeton | NJ | 08540 | 210634501 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| The Vanderbilt University - Gifts | ||||||||
| The Vanderbilt University - Gifts | Nashville | TN | 372406310 | 620476822 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| University of California San Francisco Foundation | ||||||||
| Univ of California SF Foundation | San Francisco | CA | 94133 | 942829914 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| University of Washington Foundation | ||||||||
| University of Washington Foundation | Seattle | WA | 98195 | 943079432 | 501(c)(3) | $10,000 | HANNA GRAY SCHOLARS | |
| Allegheny College | ||||||||
| Allegheny College | Meadville | PA | 16335 | 250965212 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Auburn University at Montgomery | ||||||||
| Auburn University at Montgomery | Montgomery | AL | 36124 | 636000724 | Alabama | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Boise State University | ||||||||
| Boise State University | Boise | ID | 836421247 | 820290701 | Idaho | $984,188 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Bryn Mawr College | ||||||||
| Bryn Mawr College | Bryn Mawr | PA | 19010 | 231352621 | 501(c)(3) | $783,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| California Polytechnic State University-San Luis Obispo | ||||||||
| CA Polytechnic Univ San Luis Obispo | San Luis Obispo | CA | 93407 | 951648180 | 501(c)(3) | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| California State University-East Bay | ||||||||
| California State Univ East Bay | Hayward | CA | 94542 | 946390556 | California | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| California State University-Stanislaus | ||||||||
| California State Univ Stanislaus | Turlock | CA | 95382 | 770207337 | California | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Centre College | ||||||||
| Centre College | Danville | KY | 404221394 | 610444671 | 501(c)(3) | $965,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Clemson University | ||||||||
| Clemson University | Clemson | SC | 296345355 | 576000254 | South Carolina | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Cleveland State University | ||||||||
| Cleveland State University | Cleveland | OH | 441152214 | 340966056 | Ohio | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Coker University | ||||||||
| Coker University | Hartsville | SC | 29550 | 570324916 | 501(c)(3) | $625,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| College of Saint Benedict | ||||||||
| College of Saint Benedict | Saint Joseph | MN | 563742099 | 410969244 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| College of the Holy Cross | ||||||||
| College of the Holy Cross | Worcester | MA | 016102395 | 042103558 | 501(c)(3) | $649,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| CUNY Queens College | ||||||||
| CUNY Queens College | New York | NY | 10036 | 131988190 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Dalton State College | ||||||||
| Dalton State College | Dalton | GA | 30720 | 580975068 | Georgia | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Drexel University | ||||||||
| Drexel University | Philadelphia | PA | 19104 | 231352630 | 501(c)(3) | $1,155,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Elon University | ||||||||
| Elon University | Elon | NC | 27244 | 560532303 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Emmanuel College (Massachusetts) | ||||||||
| Emmanuel College Massachusetts | Boston | MA | 02115 | 042105769 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Fairfield University | ||||||||
| Fairfield University | Fairfield | CT | 068245195 | 060646623 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Fisk University | ||||||||
| Fisk University | Nashville | TN | 37208 | 620202000 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Florida International University | ||||||||
| Florida International University | Miami | FL | 33199 | 650177616 | Florida | $823,668 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Florida State University | ||||||||
| Florida State University | Tallahassee | FL | 32310 | 593211153 | Florida | $823,668 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Fordham University | ||||||||
| Fordham University | Bronx | NY | 10458 | 131740451 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Fort Lewis College | ||||||||
| Fort Lewis College | Durango | CO | 81301 | 846000556 | Colorado | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Franklin & Marshall College | ||||||||
| Franklin Marshall College | Lancaster | PA | 17604 | 231352635 | 501(c)(3) | $591,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Furman University | ||||||||
| Furman University | Greenville | SC | 29613 | 570314395 | 501(c)(3) | $931,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Gannon University | ||||||||
| Gannon University | Erie | PA | 16541 | 250496976 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Georgia Gwinnett College | ||||||||
| Georgia Gwinnett College | Lawrenceville | GA | 30043 | 270124698 | Georgia | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Georgia Institute of Technology-Main Campus | ||||||||
| Georgia Inst of Tech-Main Campus | Atlanta | GA | 30062 | 580603146 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Georgia Southern University | ||||||||
| Georgia Southern University | Statesboro | GA | 30460 | 582354256 | 501(c)(3) | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Georgia State University | ||||||||
| Georgia State University | Atlanta | GA | 30302 | 586002050 | Georgia | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Gettysburg College | ||||||||
| Gettysburg College | Gettysburg | PA | 173251400 | 231352641 | 501(c)(3) | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Gustavus Adolphus College | ||||||||
| Gustavus Adolphus College | Saint Peter | MN | 56082 | 410695524 | 501(c)(3) | $704,025 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Hamilton College (New York) | ||||||||
| Hamilton College New York | Clinton | NY | 13323 | 150532200 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Hartwick College | ||||||||
| Hartwick College | Oneonta | NY | 13820 | 150533561 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Haverford College | ||||||||
| Haverford College | HAVERFORD | PA | 19041 | 236002304 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Howard University | ||||||||
| Howard University | Washington | DC | 20059 | 530204707 | 501(c)(3) | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Illinois State University | ||||||||
| Illinois State University | Normal | IL | 61761 | 376014070 | Illinois | $782,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| King University | ||||||||
| King University | Bristol | TN | 37620 | 581363100 | 501(c)(3) | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Lane College | ||||||||
| Lane College | Jackson | TN | 38301 | 620570060 | 501(c)(3) | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Marian University (Indiana) | ||||||||
| Marian University Indiana | Indianapolis | IN | 46222 | 350868175 | 501(c)(3) | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Michigan State University | ||||||||
| Michigan State University | East Lansing | MI | 48879 | 386005984 | 501(c)(3) | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Middlebury College | ||||||||
| Middlebury College | Middlebury | VT | 05753 | 030179298 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Monmouth College | ||||||||
| Monmouth College | Monmouth | IL | 61462 | 370661228 | 501(c)(3) | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Montana State University | ||||||||
| Montana State University | Bozeman | MT | 597172470 | 816010045 | Montana | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Mount Holyoke College | ||||||||
| Mount Holyoke College | South Hadley | MA | 01075 | 042103578 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| National University | ||||||||
| National University | La Jolla | CA | 92037 | 237172306 | 501(c)(3) | $1,135,812 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Nebraska Wesleyan University | ||||||||
| Nebraska Wesleyan University | Lincoln | NE | 68504 | 470376524 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| North Carolina A & T State University | ||||||||
| North Carolina A T State Univ | GREENSBORO | NC | 27411 | 566000007 | North Carolina | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Northwestern University | ||||||||
| Northwestern University | Evanston | IL | 60208 | 362167817 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Occidental College | ||||||||
| Occidental College | Los Angeles | CA | 90041 | 951667177 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Oglethorpe University | ||||||||
| Oglethorpe University | Atlanta | GA | 303192737 | 580568698 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Otterbein University | ||||||||
| Otterbein University | Westerville | OH | 43081 | 314379532 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Pomona College | ||||||||
| Pomona College | Claremont | CA | 91711 | 951664112 | 501(c)(3) | $803,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Portland State University | ||||||||
| Portland State University | Portland | OR | 97207 | 364776757 | Oregon | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Providence College | ||||||||
| Providence College | Providence | RI | 02918 | 050258932 | 501(c)(3) | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Rollins College | ||||||||
| Rollins College | Winter Park | FL | 32789 | 590624440 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Rowan University | ||||||||
| Rowan University | Glassboro | NJ | 08028 | 222764819 | New Jersey | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Simmons University | ||||||||
| Simmons University | Boston | MA | 021155820 | 042103629 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Skidmore College | ||||||||
| Skidmore College | Saratoga Springs | NY | 12866 | 141338562 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Southern Illinois University Edwardsville | ||||||||
| Southern Illinois Univ Edwardsville | Edwardsville | IL | 620261046 | 370986220 | Illinois | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| St John's University-New York | ||||||||
| St Johns University-New York | Queens | NY | 11439 | 111630830 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| St Mary's College of Maryland | ||||||||
| St Marys College of Maryland | St Marys City | MD | 20686 | 526002033 | Maryland | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| State University of New York at New Paltz | ||||||||
| State Univ of New York at New Paltz | Albany | NY | 122010009 | 141368361 | New York | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| SUNY Empire State College | ||||||||
| SUNY Empire State College | Saratoga Springs | NY | 12866 | 141368361 | New York | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| The College of Wooster | ||||||||
| The College of Wooster | Wooster | OH | 44691 | 340714654 | 501(c)(3) | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| The Pennsylvania State University | ||||||||
| The Pennsylvania State University | University Park | PA | 168027000 | 246000376 | Pennsylvania | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Trinity University | ||||||||
| Trinity University | San Antonio | TX | 78212 | 741109633 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Tuskegee University | ||||||||
| Tuskegee University | Tuskegee | AL | 36088 | 630288878 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Union College (New York) | ||||||||
| Union College New York | Schenectady | NY | 12308 | 141338580 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Universidad Ana G Mendez-Cupey Campus | ||||||||
| Universidad Ana G Mendez-Cupey | San Juan | PR | 009281345 | 660201206 | 501(c)(3) | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Akron Main Campus | ||||||||
| University of Akron Main Campus | Akron | OH | 443252102 | 346002924 | Ohio | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Alaska Anchorage | ||||||||
| University of Alaska Anchorage | Fairbanks | AK | 997756540 | 926000147 | Alaska | $3,198,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of California-Irvine | ||||||||
| University of California-Irvine | Irvine | CA | 92610 | 952226406 | California | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of California-Riverside | ||||||||
| University of California-Riverside | Riverside | CA | 925210001 | 956006142 | California | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of California-Santa Cruz | ||||||||
| University of California-Santa Cruz | Santa Cruz | CA | 95064 | 941539563 | California | $531,600 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Colorado Boulder | ||||||||
| University of Colorado Boulder | Denver | CO | 80203 | 846000555 | Colorado | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Connecticut | ||||||||
| University of Connecticut | Storrs | CT | 062691133 | 060772160 | Connecticut | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Georgia | ||||||||
| University of Georgia | Athens | GA | 30602 | 586001998 | Georgia | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Iowa | ||||||||
| University of Iowa | Iowa City | IA | 52242 | 426004813 | Iowa | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Kansas Center for Research | ||||||||
| Univ of Kansas Center for Research | Lawrence | KS | 66045 | 480680117 | 501(c)(3) | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of La Verne | ||||||||
| University of La Verne | La Verne | CA | 91709 | 951644026 | 501(c)(3) | $1,053,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Maryland College Park | ||||||||
| University of Maryland College Park | College Park | MD | 21042 | 526002033 | Maryland | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Minnesota Medical School | ||||||||
| Univ of Minnesota Medical School | Minneapolis | MN | 55455 | 416007513 | Minnesota | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Mississippi | ||||||||
| University of Mississippi | University | MS | 38677 | 646001159 | Mississippi | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Nebraska-Lincoln | ||||||||
| University of Nebraska-Lincoln | Lincoln | NE | 68583 | 470049123 | Nebraska | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Nevada-Reno | ||||||||
| University of Nevada-Reno | Reno | NV | 89557 | 886000024 | Nevada | $470,666 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of New Mexico-Main Campus | ||||||||
| Univ of New Mexico-Main Campus | Albuquerque | NM | 87131 | 856000642 | New Mexico | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of North Carolina at Chapel Hill | ||||||||
| Univ of North Carolina Chapel Hill | Chapel Hill | NC | 275991350 | 566001393 | North Carolina | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Oklahoma-Norman Campus | ||||||||
| Univ of Oklahoma-Norman Campus | Norman | OK | 73019 | 731377584 | Oklahoma | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Oregon | ||||||||
| University of Oregon | Eugene | OR | 97403 | 464727800 | Oregon | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Pennsylvania | ||||||||
| University of Pennsylvania | Philadelphia | PA | 191046205 | 231352685 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Portland | ||||||||
| University of Portland | Portland | OR | 97203 | 930401259 | 501(c)(3) | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Rhode Island | ||||||||
| University of Rhode Island | Kingston | RI | 02881 | 056014351 | Rhode Island | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Richmond | ||||||||
| University of Richmond | Richmond | VA | 23173 | 540505965 | 501(c)(3) | $625,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Virginia-Main Campus Rector and Visitors of the University of | ||||||||
| University of Virginia | Charlottesville | VA | 22903 | 546001796 | Virginia | $529,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | Virginia |
| University of Wisconsin-Milwaukee | ||||||||
| University of Wisconsin-Milwaukee | Milwaukee | WI | 532010340 | 391805963 | Wisconsin | $823,668 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| University of Wyoming | ||||||||
| University of Wyoming | Laramie | WY | 82071 | 836000331 | Wyoming | $883,668 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Vanderbilt University | ||||||||
| Vanderbilt University | Nashville | TN | 372401591 | 620476822 | 501(c)(3) | $1,106,500 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Washington State University | ||||||||
| Washington State University | Pullman | WA | 991641025 | 916001108 | Washington | $823,668 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| West Virginia University Res Corp | ||||||||
| West Virginia University Res Corp | Morgantown | WV | 26506 | 550665758 | 501(c)(3) | $475,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Whittier College | ||||||||
| Whittier College | Whittier | CA | 90601 | 951644048 | 501(c)(3) | $493,065 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Willamette University | ||||||||
| Willamette University | Salem | OR | 97301 | 930386972 | 501(c)(3) | $505,000 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Xavier University | ||||||||
| Xavier University | Cincinnati | OH | 45207 | 310537516 | 501(c)(3) | $377,800 | INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY | |
| Chesapeake Bay Foundation Inc | ||||||||
| Chesapeake Bay Foundation Inc | Annapolis | MD | 21403 | 526065757 | 501(c)(3) | $240,000 | SUPPORT OF INCLUSIVE LEARNING/TRAINING FOR SCIENCE TEACHERS. | |
| Montgomery County Public Schools Educational Foundation Inc | ||||||||
| Montgomery County Public Sch Ed Fdn | Rockvillle | MD | 20850 | 521804509 | 501(c)(3) | $1,500,000 | SUPPORT OF K-12 SCIENCE EDUCATION ACTIVITIES | |
| Nature Forward | ||||||||
| Nature Forward | Chevy Chase | MD | 20815 | 530233715 | 501(c)(3) | $220,000 | SUPPORT ENVIRONMENTAL LITERACY EDUCATIONAL OUTREACH | |
| Univ Of Colorado-Boulder | ||||||||
| Univ Of Colorado-Boulder | Boulder | CO | 803090347 | 846000555 | Colorado | $39,798 | SUPPORT OF ETHNOGRAPHY & EVALUATION RESEARCH | |
| University of Wisconsin-Madison | ||||||||
| University of Wisconsin-Madison | Madison | WI | 537151218 | 396006492 | Wisconsin | $400,000 | SUPPORT OF INCLUSIVITY IN SCIENCE | |
| School of Molecular and Theoretical Bio | ||||||||
| Sch of Molecular Theoretical Bio | Concord | CA | 94518 | 384003221 | 501(c)(3) | $30,000 | SUPPORT OF SCIENCE EDUCATION-MOLECULAR BIOLOGY SUMMER SCHOOL | |
| Amer Society For Cell Biology | ||||||||
| Amer Society For Cell Biology | Rockville | MD | 20852 | 396054285 | 501(c)(3) | $50,000 | SUPPORT FOR THE SAN FRANCISCO DECLARATION ON RESEARCH ASSESSMENT (DORA) | |
| Research America | ||||||||
| Research America | Arlington | VA | 22202 | 521609875 | 501(c)(3) | $500,000 | SUPPORT THE WORK OF SCIENCE & TECHNOLOGY ACTION COMMITTEE (STAC) TO STRENGTHEN US FEDERAL SCIENCE & TECHNOLOGY POLICIES | |
| Northwestern University | ||||||||
| Northwestern University | Evanston | IL | 60208 | 362167817 | 501(c)(3) | $750,959 | MEDICAL RESEARCH | |
| Whitehead Institute for Biomedical Research | ||||||||
| Whitehead Inst for Biomedical Rsrch | Cambridge | MA | 021421479 | 061043412 | 501(c)(3) | $132,829 | MEDICAL RESEARCH | |
| Rockefeller University | ||||||||
| Rockefeller University | New York | NY | 10065 | 131624158 | 501(c)(3) | $30,414 | MEDICAL RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 180 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GILLIAM FELLOWSHIPS | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Cash Grant | $8,515,198 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN K BATLLE ESQ | ||||||||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 2/23) | $374,161 | $0 | $0 | $0 | $5,589 | $0 | $30,500 | $0 | $33,569 | $0 | $443,819 | $0 | $0 | $0 |
| BODO STERN PHD | ||||||||||||||
| CHIEF OF STRATEGIC INITIATIVES | $385,398 | $0 | $0 | $0 | $27,316 | $0 | $30,500 | $0 | $16,618 | $0 | $459,832 | $0 | $0 | $0 |
| DANIEL A CRONIN PHD | ||||||||||||||
| VP & CHIEF FINANCIAL & OPERATING OFFICER (THRU 1/23) | $644,038 | $0 | $0 | $0 | $27,115 | $0 | $30,500 | $0 | $15,919 | $0 | $717,572 | $0 | $0 | $0 |
| DONALD KOCH | ||||||||||||||
| VP & CHIEF INVESTMENT OFFICER | $1,051,554 | $0 | $1,394,179 | $0 | $25,656 | $0 | $30,500 | $0 | $38,794 | $0 | $2,540,683 | $0 | $0 | $0 |
| ERIN K O'SHEA PHD | ||||||||||||||
| PRESIDENT | $1,477,397 | $0 | $75,000 | $0 | $26,950 | $0 | $30,500 | $0 | $30,041 | $0 | $1,639,888 | $0 | $0 | $0 |
| HEIDI E HENNING ESQ | ||||||||||||||
| VP & GENERAL COUNSEL & SECRETARY | $713,027 | $0 | $0 | $0 | $30,671 | $0 | $30,500 | $0 | $36,968 | $0 | $811,166 | $0 | $0 | $0 |
| JEREMY COMPTON | ||||||||||||||
| ASSOCIATE CONTROLLER & ASSISTANT TREASURER | $211,024 | $0 | $0 | $0 | $5,445 | $0 | $21,196 | $0 | $11,822 | $0 | $249,487 | $0 | $0 | $0 |
| LESLIE B VOSSHALL PHD | ||||||||||||||
| VP & CHIEF SCIENTIFIC OFFICER | $642,397 | $0 | $0 | $0 | $29,825 | $0 | $30,500 | $0 | $35,205 | $0 | $737,927 | $0 | $0 | $0 |
| MONIQUE L MARCUS | ||||||||||||||
| CONTROLLER (THRU 9/22) | $190,226 | $0 | $0 | $0 | $49,944 | $0 | $19,607 | $0 | $23,656 | $0 | $283,433 | $0 | $0 | $0 |
| RONALD VALE PHD | ||||||||||||||
| VP & EXEC DIR, JANELIA RESEARCH CAMPUS | $713,387 | $0 | $0 | $0 | $10,006 | $0 | $30,500 | $0 | $31,364 | $0 | $785,257 | $0 | $0 | $0 |
| SEAN B CARROLL PHD | ||||||||||||||
| VP FOR SCIENCE & EDUCATIONAL MEDIA GROUP | $789,298 | $0 | $10,000 | $0 | $31,196 | $0 | $30,500 | $0 | $23,051 | $0 | $884,045 | $0 | $0 | $0 |
| NATASHA NEISES | ||||||||||||||
| SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS | $262,841 | $0 | $0 | $0 | $5,597 | $0 | $26,660 | $0 | $12,568 | $0 | $307,666 | $0 | $0 | $0 |
| KRISTINA HEIBERGER | ||||||||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 2/23) | $272,906 | $0 | $0 | $0 | $13,444 | $0 | $29,862 | $0 | $43,008 | $0 | $359,220 | $0 | $0 | $0 |
| GLEN ZWICKER | ||||||||||||||
| MANAGING DIRECTOR & HEAD OF INVESTMENT OPS | $510,082 | $0 | $833,214 | $0 | $26,795 | $0 | $30,500 | $0 | $37,263 | $0 | $1,437,854 | $0 | $0 | $0 |
| GREGORY DENINNO | ||||||||||||||
| MANAGING DIRECTOR, PRIVATE MARKETS (THRU 9/22) | $368,884 | $0 | $863,961 | $0 | $931,727 | $0 | $30,500 | $0 | $17,033 | $0 | $2,212,105 | $0 | $0 | $0 |
| RICHARD A PENDER | ||||||||||||||
| MANAGING DIRECTOR, PUBLIC MARKETS (THRU 4/23) | $564,263 | $0 | $1,026,774 | $0 | $33,348 | $0 | $30,500 | $0 | $31,373 | $0 | $1,686,258 | $0 | $0 | $0 |
| RICHARD AXEL PHD | ||||||||||||||
| INVESTIGATOR | $729,713 | $0 | $0 | $0 | $20,958 | $0 | $30,500 | $0 | $23,645 | $0 | $804,816 | $0 | $0 | $0 |
| MARK SPROLES | ||||||||||||||
| MANAGING DIRECTOR, PRIVATE MARKETS | $507,969 | $0 | $415,968 | $0 | $26,739 | $0 | $30,500 | $0 | $1,677 | $0 | $982,853 | $0 | $0 | $0 |
| GERALD M RUBIN PHD | ||||||||||||||
| SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC | $530,872 | $0 | $0 | $0 | $35,372 | $0 | $30,500 | $0 | $24,967 | $0 | $621,711 | $0 | $0 | $0 |
| DENNIS MCKEARIN PHD | ||||||||||||||
| SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS | $439,338 | $0 | $19,329 | $0 | $14,394 | $0 | $30,500 | $0 | $21,889 | $0 | $525,450 | $0 | $0 | $0 |
| DAVID E CLAPHAM PHD | ||||||||||||||
| SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENCE OFFICER | $526,169 | $0 | $0 | $0 | $106,971 | $0 | $30,500 | $0 | $33,980 | $0 | $697,620 | $0 | $0 | $0 |
| SUSAN S PLOTNICK | ||||||||||||||
| DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22) | $113,995 | $0 | $0 | $0 | $51,872 | $0 | $12,570 | $0 | $10,975 | $0 | $189,412 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | UNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS, AND ITS PRESIDENT, VICE PRESIDENTS, AND CERTAIN ADVISORY GROUP MEMBERS FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS OF THREE HOURS OR MORE. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE COACH MAY BE FIRST CLASS. AS AN ALTERNATIVE, HHMI MAY REIMBURSE FOR THE COST OF COACH AIRFARE PLUS THE COST OF AN UPGRADE TO TRAVEL AT ONE LEVEL ABOVE COACH FOR A FLIGHT OF THREE HOURS OR MORE. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 2023, 3 OFFICERS AND 2 TRUSTEES FLEW FIRST CLASS. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | HHMI'S PRESIDENT RESIDES IN AN HHMI-OWNED HOUSE ON THE HEADQUARTERS CAMPUS. THROUGH JANUARY 2022, SHE PAID HHMI A FAIR MARKET RENTAL RATE. AS OF FEBRUARY 2022, SHE IS REQUIRED TO LIVE IN THIS RESIDENCE AS A CONDITION OF EMPLOYMENT. BECAUSE HHMI'S PRESIDENT IS ALSO REQUIRED TO SPEND TIME AT HHMI'S JANELIA CAMPUS, WHERE SHE RUNS A RESEARCH LABORATORY, ATTENDS MEETINGS, AND PARTICIPATES IN CONFERENCES, HHMI MAKES AN APARTMENT AVAILABLE TO HER AT THAT LOCATION. ADDITIONALLY, HHMI'S VICE PRESIDENT AND EXECUTIVE DIRECTOR, JANELIA RESEARCH CAMPUS, IS REQUIRED AS A CONDITION OF EMPLOYMENT TO RESIDE ON THE JANELIA CAMPUS IN HOUSING BUILT FOR THAT PURPOSE. THE INSTITUTE PROVIDED A HOUSING ASSISTANCE PROGRAM FOR TWO OFFICERS WHO RELOCATED TO TAKE A POSITION WITH HHMI, WHICH MAY BE USED TO COVER THE INDIVIDUAL'S MORTGAGE OR RENT PAYMENTS. THE HOUSING ASSISTANCE PROGRAM IS TREATED AS ADDITIONAL TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THE INSTITUTE MADE A SEVERANCE PAYMENT TO ITS FORMER MANAGING DIRECTOR, PRIVATE MARKETS IN THE AMOUNT OF $820,000. |
| Schedule J, Part I, Line 7 Non-fixed payments | HHMI HAS AN INCENTIVE COMPENSATION PLAN FOR ITS SENIOR INVESTMENT STAFF WHICH PROVIDES AN INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY COMPONENT BASED ON EXCEPTIONAL PERFORMANCE TIED TO CERTAIN ATTRIBUTES THAT ARE NOT TIED TO INVESTMENT PERFORMANCE. AWARDS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE. |
| Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception | WHEN RECRUITING INDIVIDUALS FOR HIGH-LEVEL POSITIONS, HHMI TYPICALLY ENTERS INTO INITIAL CONTRACTS. HHMI HAS ENTERED INTO INITIAL CONTRACTS WITH A NUMBER OF VICE PRESIDENTS. HHMI'S STANDARD PRACTICE IS TO HAVE INDEPENDENT COMPENSATION CONSULTANTS REGULARLY REVIEW AND CONFIRM THE REASONABLENESS OF COMPENSATION OF HHMI'S OFFICERS AND KEY EMPLOYEES, REGARDLESS OF WHETHER THE INITIAL CONTRACT EXCEPTION APPLIES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LOUDOUN COUNTY IDA | ||||||||
| A | 521310230 | 545910AL5 | 2003-02-27 | $500,000,000 | FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| B | 521310230 | 545910AP6 | 2009-10-02 | $23,000,000 | FINANCE CONSTRUCTION OF JANELIA APT | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| C | 521310230 | 545910AQ4 | 2013-05-15 | $33,130,000 | FINANCE CONSTRUCTION OF JANELIA APT B | false | false | false |
| MEDCO | ||||||||
| D | 521376562 | 574205FY1 | 2008-02-21 | $83,500,000 | FINANCE CONSTRUCTION OF HQ EXPANSION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $534,028,000 | $0 | $54,203,000 | $0 | $200,000 | $0 | $0 | $479,625,000 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $23,022,042 | $0 | $904,914 | $0 | $0 | $0 | $43,305 | $22,073,823 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $33,145,417 | $0 | $1,173,864 | $0 | $397,311 | $0 | $0 | $31,574,242 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $84,953,297 | $0 | $5,954,687 | $0 | $631,673 | $0 | $0 | $78,366,937 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | false |
| B | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| C | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| D | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 20.0 | false | false | false | false | Yes (true) |
| JPMORGAN CHASE | ||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) |
| WELLS FARGO BANK | ||||||||||||
| C | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) |
| JP MORGAN | ||||||||||||
| D | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I Part I | The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7. |
| Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds | The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013, 6/6/2019, and 9/15/2022 included investment proceeds that made up the difference between the amount of the bond issue and the total proceeds. |
| Schedule K, Part IV Part IV - Name of Provider | The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.) |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 03/02/2023 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/16/2023 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/28/2023 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MEDCO | ||||||||
| A | 521376562 | 574205FZ8 | 2008-05-15 | $76,500,000 | REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 | false | false | false |
| ECONOMIC DEVELOPMENT AUTHORITY OF LOUDOUN COUNTY VA | ||||||||
| B | 521310230 | 54601TAA4 | 2019-06-06 | $51,773,425 | FINANCE CONSTRUCTION OF JANELIA APT C | false | false | false |
| ECONOMIC DEVELOPMENT AUTHORITY OF LOUDOUN COUNTY VA | ||||||||
| C | 521310230 | 54601TAB2 | 2022-09-15 | $156,976,000 | FINANCE CONSTRUCTION OF JRC BUILDING A & VIVARIUM; REFINANCE TAXABLE DEBT | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $76,500,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $76,500,000 | $0 | 1993 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $52,384,157 | $0 | $0 | $0 | $772,575 | $0 | $0 | $51,611,582 | $0 | $0 | 2021 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $161,084,492 | $0 | $3,484,444 | $0 | $1,273,839 | $0 | $0 | $5,271,160 | $40,463,094 | $110,591,955 | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total Private Business UseTotalPrivateBusinessUsePct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.0 | ||||||||||
| B | 0.0 | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | false | false | false |
| C | 0.0 | false | false | false | false | 0.0 | 0.0 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | ||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) |
| (no name) | ||||||||||||
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKNESH SIVANATHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE | RelationshipDescriptionTxt |
| Transaction | $189,416 | TransactionAmt |
| Transaction | SALARY & BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS | FormAndLineReferenceDesc |
| Explanation | AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4b Program Service Description | 4b. Science Education, Fellowships, and Media Programs Through its Science Education, Fellowships, and Media Program initiatives, HHMI invests in individuals, institutions, initiatives, and media that advance learning. HHMI also nourishes the public understanding of science by bringing important stories of scientific discovery to a wide variety of audiences. (A) Center for the Advancement of Science Leadership & Culture HHMI established the Center for the Advancement of Science Leadership & Culture ("the Center") in FY23. The Center plays a key role in HHMI's efforts to center equity and inclusion in science research and education across key academic career stages. The Center serves as a facilitator, convener, strategic partner, and source of expertise to advance HHMI's goals for the scientific workforce. In November 2022, Blanton Tolbert, PhD joined HHMI as its first Vice President of Science Leadership and Culture. HHMI's Inclusive Excellence (IE) initiative aims to help colleges and universities increase their capacity for inclusion in science of all students, especially those students who come to college via non-traditional pathways. These "new majority" students include persons from groups historically excluded because of their ethnicity or race, first-generation college students, students who transfer from community colleges, and working adults with families. In November 2022, HHMI announced six-year grants to 104 institutions as part of the third round of the initiative. The schools are organized into seven Learning Community Clusters (LCC) each of which comprises approximately 15 institutions. Each LCC collaborates on one of three challenges: (i) improving the content of the introductory STEM curriculum, (ii) evaluating and rewarding inclusive teaching, and (iii) building genuine partnerships between two- and four-year institutions. In FY2023, HHMI continued to make grants as part of its Driving Change initiative, which, over four rounds of funding, will award up to 24 five-year grants to US research universities. Driving Change grantees will: (i) actively participate in a learning community of Driving Change institutions, (ii) develop and implement institution-centered activities aimed at creating a more inclusive STEM learning environment for all schools; and (iii) develop and implement student-centered activities that will strive to achieve the outcomes of the highly regarded Meyerhoff Scholars Program at the University of Maryland, Baltimore County. Over the last three-plus years, the Driving Change learning community has convened regularly so that the universities can share with one another what they are learning from their institutional self-studies and funded projects. In FY23, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added seven colleges and universities to the alliance. Established in 2008, SEA-PHAGES is a two-semester course-based research experience designed to replace the traditional introductory biology lab sequence in the undergraduate curriculum. SEA-PHAGES students isolate and characterize bacteriophages which are viruses that infect bacteria. In the last 15 years, the SEA-PHAGES program has involved more than 40,000 students and 600 faculty at more than 200 colleges and universities in 45 states, Puerto Rico, and the District of Columbia. The project has produced more than 250 publications, many including SEA-PHAGES students and faculty as co-authors. In a second, more advanced course called SEA-GENES (Gene function Exploration by a Network of Emerging Scientists), students use genetics and molecular biology methods to identify putative interactions between phage- and bacteria-encoded proteins, information which provides insights as to the function of the phage proteins. SEA-GENES now includes 30 colleges and universities, approximately 300 students, and approximately 60 instructors. HHMI's Gilliam Fellows Program supports biomedical PhD students and their dissertation advisers who are committed to advancing equity and inclusion in science. In FY23, HHMI made 50 new awards. Each award provides an annual payment of $53,000 for up to three years, which includes the fellow's stipend, a research allowance for the fellow, an institutional allowance to offset tuition and fees, and an allowance to support the adviser's equity and inclusion activities. As part of the award, the fellow's dissertation adviser completes a year-long course in culturally aware mentorship. (B) BioInteractive HHMI BioInteractive, a resource for general high school biology, AP/IB biology, and college-level introductory biology teachers, has been in existence for over two decades and now receives over three million visitors annually through its website, BioInteractive.org. HHMI's Educational Media Group produces BioInteractive's science education resources including interactive multimedia materials, scientific animations, videos, in-class activities, as well as award-winning, broadcast-quality short films. The resources are then made available to educators online, through the BioInteractive.org website and YouTube channel, and at workshops, conferences, and conventions. In 2023 the BioInteractive team offered 22 online educator professional development workshops on BioInteractive resources direct from HHMI and facilitated by BioInteractive Ambassadors. These virtual events reach a broader audience, especially those unable to access in-person educational conferences. Another 60-plus workshops and similar events were sponsored in-person by BioInteractive at conferences, school districts and schools throughout the US. In May 2023, BioInteractive released the first videos in the two 50-episode series, Crash Course Biology and Biologia - one in English and one in Spanish. More than just a direct translation, the Spanish series includes culturally relevant stories and examples presented by a Spanish-speaking scientist. The courses cover fundamental topics for general high school and AP-level biology courses and reflect current priorities in science education combined with highly successful engaging productions that are hallmarks of Crash Course videos. The series will also highlight new scientific advances; emphasize the process of science, including social aspects; and increase access and relevance for all students. |
| Form 990, Part III, Line 4b Program Service Description (Continued) | (C) Tangled Bank Studios Tangled Bank Studios, LLC, is a mission-driven production company dedicated to crafting compelling, immersive films about science and scientists for broadcast, theatrical, and digital distribution. As an extension of HHMI's longstanding science education mission, the studio aims to produce programs that capture compelling stories of discovery across all branches of scientific inquiry, with particular focus on the life sciences. Together with world class partners, the studio creates innovative outreach initiatives to amplify the reach and deepen the impact around each project. Achievements this year included a Grierson award and BAFTA and Oscar nominations for "All That Breathes," a documentary that follows two brothers who devote their lives to rescuing a bird, the black kite, and the release of several new films, including: WILD HOPE - Tangled Bank Studios launched its latest series, Wild Hope, on public television stations across the U.S. and on YouTube in partnership with Nature. This set of 30 min films shines a light on individuals around the world who are making a difference restoring and protecting local ecosystems and the wildlife that thrives there. Paired with an extensive outreach effort, this series, which expanded into a second season of shorter 12-minute episodes in fall 2023, is inspiring millions to learn about biodiversity and take action to protect unique and important ecosystems around the world. Three Wild Hope episodes won an AAAS Kavli award for in depth science journalism. BLUE WHALES - This giant screen film premiered at the California Science Center in March 2023 followed by long runs at giant screen theaters including those at the American Museum of Natural History and the New England Aquarium. The film takes viewers on a journey of a lifetime to explore the world of the world's largest living animal ever to have lived. With funding from the National Science Foundation, and in partnership with the California Science Center, Tangled Bank Studios undertook an extensive educational outreach effort to deepen the learning through interactive apps and educational guides, and to take these tools to museums, libraries and educational centers across the country. BATTLE TO BEAT MALARIA - This film, which premiered on NOVA/PBS in November 2023 and is streaming for free on PBS.org, tells the inside story of the effort to develop a game-changing new malaria vaccine, the culmination of a decade's worth of new scientific research. Filmed across four continents, the film follows the team behind the successful Oxford/AstraZeneca COVID-19 vaccine as it trials R21/Matrix-M, a malaria vaccine that they hope will be the first candidate to meet the World Health Organization's target of 75% efficacy. Tangled Bank Studios outreach effort included sharing the film with public health and international development communities around the world. Additional information about Tangled Bank films is available at https://www.tangledbankstudios.org/our-films. (D) Hanna H. Gray Fellows Program Since 2017, HHMI has held regular open competitions to recruit and retain outstanding early-career scientists. Each fellow receives funding for up to eight years, with mentoring and active involvement within the HHMI community. In this two-phase program, fellows are supported from early postdoctoral training through several years of a tenure-track faculty position. Through the current fiscal year, HHMI has selected 116 fellows to support, and will invest a total of up to $197 million for their support over eight years. A seventh competition will be announced in early 2024, with plans to select up to 25 new fellows by Fall 2024. (E) eLife Open Access Journal HHMI, together with Wellcome, the Max Planck Society, and the Knut and Alice Wallenberg Foundation, continues to support a top tier scientific journal called eLife. The online journal follows an open access model and is led by practicing scientists. eLife Sciences Publications, Ltd., is an independent non-profit entity governed by a separate board of directors. eLife began publishing research articles online on a regular basis in late 2012. (F) Africa Health Research Institute in South Africa In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN) and has provided significant funding to support its research efforts. In 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute (AHRI), is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. Through 2023, HHMI and Wellcome have provided grant support to AHRI, with the University College London and UKZN serving as significant academic partners. AHRI is committed to working towards the elimination of HIV and TB. To achieve this, the institute continues to receive support from Wellcome and multiple South African and international funding agencies, brings together leading researchers from different fields, uses cutting-edge science to improve people's health, and helps to train the next generation of African scientists. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | In November 2022, HHMI's Board of Trustees approved amending HHMI's Certificate of Incorporation to institute a limit on service as a trustee of the later of (1) the end of the calendar year in which the Trustee turns age 78 and (2) two full five-year terms. This age limit applies to all current HHMI Trustees who have not yet reached age 78, as well as to all new Trustees. The Board of Trustees also approved amending HHMI's Certificate of Incorporation to expand the Board's maximum size from 11 to 13 Trustees. These amendments took effect November 1, 2022. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance department, in coordination with other HHMI departments as needed. The draft return is reviewed by Senior Management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed. |
| Form 990, Part VI, Line 12c Conflict of interest policy | In addition to HHMI's Code of Conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The Conflict of Interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The Conflict of Interest policies covering HHMI's Officers and Key Employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chair of the Trustees. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2023 in determining compensation for the following positions for fiscal year 2024: President, other officers, and Investment Department Managing Directors. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2023 in determining compensation for the following positions for fiscal year 2024: President, other officers, and Investment Department Managing Directors. |
| Form 990, Part VI, Line 19 Required documents available to the public | HHMI's Certificate of Incorporation and By-laws are available on request. HHMI's Code of Conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MISCELLANEOUS INCOME - Total Revenue: 14055, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 14055; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Grant write-offs - 2313949; Grant refunds - 1138136; Other components of net periodic benefit cost - 14043062; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HHMI I LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $187 | $0 | ||||||
| HHMI III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI IV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $1,997,218 | $12,673,669 | ||||||
| HHMI VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XIV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI-SA LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | RESEARCH | DE | HHMI | ||||||||
| JANELIA FARM HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | HHMI | ||||||||
| LSV ADVANTAGE INTERNATIONAL III LLC | ||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | HHMI | $19,407 | $4,089,917 | ||||||
| LSV ADVANTAGE INTERNATIONAL III-B LLC | ||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | HHMI | $12,119,494 | $75,408,295 | ||||||
| LSV ADVANTAGE INTL III (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | HHMI | -$23,057 | $1,591,666 | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 980689621 | CJ | |||||
| LSV ADVANTAGE INTL III-B (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | HHMI | $577,460 | $16,409,113 | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 981087158 | CJ | |||||
| MISSING LINK PRODUCTIONS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | HHMI | $2,677 | 471329820 | ||||||
| PSG LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SELDEN ISLAND HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | HHMI | ||||||||
| SPRUGOS INVESTMENTS II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$8,941,331 | $97,534,688 | ||||||
| SPRUGOS INVESTMENTS IX LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$2,329 | $312,282 | ||||||
| SPRUGOS INVESTMENTS VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$1,321,075 | $179,261,897 | ||||||
| SPRUGOS INVESTMENTS X LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS XI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| TANGLED BANK STUDIOS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | HHMI | $1,025,138 | |||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APCM OPPORTUNITY FUND LP | ||||||||||||||||||||||
| 530 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10036 | 841808166 | INVESTMENT | DE | HHMI | Excluded | $2,839,540 | $101,445,653 | false | false | 0.99 | |||||||||
| BLOSSOM CAPITAL CO-INVESTMENT (CH) LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | -$29,471 | $10,350,906 | false | false | 0.62 | GK | ||||||||||||||
| BLOSSOM CAPITAL CO-INVESTMENT (MP) LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $15,028,404 | false | false | 0.5 | GK | ||||||||||||||
| BLOSSOM CAPITAL CO-INVESTMENT (P1) LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $10,309,792 | false | false | 1 | GK | ||||||||||||||
| BLOSSOM CAPITAL CO-INVESTMENT (S) LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $0 | false | false | 0.77 | GK | ||||||||||||||
| BLOSSOM CAPITAL CO-INVESTMENT (T1) LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | -$21,191 | $10,026,019 | false | false | 1 | GK | ||||||||||||||
| BROWNING WEST SPV 3 LP | ||||||||||||||||||||||
| 862097815 | INVESTMENT | DE | HHMI | Excluded | $526,550 | $50,743,971 | false | false | 0.41 | WALKERS CORPORATE | 27 HOSPITAL ROAD | GEORGE TOWN | GRAND CAYMAN | CJ | KY19009 | |||||||
| CERBERUS HH PARTNERS AIV LP | ||||||||||||||||||||||
| 854216473 | INVESTMENT | HHMI | Excluded | $244,963 | $2,655,254 | false | false | 0.86 | CJ | ONE NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | KY19005 | ||||||||
| CERBERUS HH PARTNERS LP | ||||||||||||||||||||||
| 981102879 | INVESTMENT | HHMI | Excluded | $7,157,660 | $24,539,508 | false | false | 0.79 | CJ | ONE NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | KY19005 | ||||||||
| DARK ROAST CAPITAL LP | ||||||||||||||||||||||
| 130 W 42ND ST 20TH FL | NEW YORK | NY | 10036 | 843603822 | INVESTMENT | DE | HHMI | Excluded | $2,264,958 | $34,496,554 | false | false | 0.62 | |||||||||
| DCVR HM STRATEGIC PARTNERS LP (FKA COLHM STRATEGIC PARTNERS LP) | ||||||||||||||||||||||
| 515 SOUTH FLOWER ST 44TH FL | LOS ANGELES | CA | 90071 | 453436140 | INVESTMENT | CA | HHMI | Excluded | $104,878 | $21,470,079 | false | false | 1 | |||||||||
| DIAKRISIS FUND LP | ||||||||||||||||||||||
| 2777 SUMMER STREET SUITE 301 | STAMFORD | CT | 06905 | 352577920 | INVESTMENT | CT | HHMI | Excluded | $38,988,085 | $345,003,489 | false | false | 0.63 | |||||||||
| ECHO STREET CAPITAL CV 1 LLC | ||||||||||||||||||||||
| 251 LITTLE FALLS DRIVE | WILMINGTON | DE | 19808 | 352577921 | INVESTMENT | DE | HHMI | Excluded | $422 | $8,024,764 | false | false | 1 | |||||||||
| ECHO STREET GOODCO NEW WORLD MASTER FUND LP | ||||||||||||||||||||||
| 12 EAST 49TH STREET 44TH FL | NEW YORK | NY | 10017 | 981693642 | INVESTMENT | ECHO STREET GOODCO NEW WORLD OFFSHORE LTD | Excluded | -$84,358,384 | $392,371,511 | false | false | 0.66 | CJ | |||||||||
| ELLINGTON SYSTEMATIC CREDIT MASTER FUND LTD FKA HH ELLINGTON MASTER FUND LT | ||||||||||||||||||||||
| 981020904 | INVESTMENT | ELLINGTON SYSTEMATIC CREDIT FUND LTD | Excluded | -$2,661,415 | $28,785,000 | false | false | 0.91 | CJ | WALKER HOUSE 87 MARY ST | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | D | |||||||
| EMMA 1 MASTER FUND LP | ||||||||||||||||||||||
| 411 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | 981500184 | INVESTMENT | EMMA 1 FEEDER FUND LTD | Excluded | $18,128,617 | $187,447,678 | false | false | 1 | CJ | |||||||||
| ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP | ||||||||||||||||||||||
| 410 GREENWICH AVENUE | GREENWICH | CT | 06830 | 823123572 | INVESTMENT | CT | HHMI | Excluded | $7,484,236 | $95,066,072 | false | false | 0.74 | |||||||||
| FINANCIAL HYBRID OPPORTUNITY SPV I LLC | ||||||||||||||||||||||
| 1313 DOLLEY MADISON BLVD | MCLEAN | VA | 22101 | 825280920 | INVESTMENT | VA | HHMI | Excluded | $7,236,682 | $87,617,569 | false | false | 0.98 | SUITE 306 | ||||||||
| GEM BVP CO-INV-A LP | ||||||||||||||||||||||
| 900 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | 472251559 | INVESTMENT | IL | HHMI | Excluded | $0 | $5,328,996 | false | false | 1 | SUITE 1450 | ||||||||
| HH HOLDCO CO-INVESTMENT FUND LP | ||||||||||||||||||||||
| 32 BROADWAY SUITE 1201 | NEW YORK | NY | 10017 | 300864915 | INVESTMENT | NY | HHMI | Excluded | $152,221 | $1,723,319 | false | false | 0.96 | |||||||||
| IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,202 | $28,190,638 | false | false | 0.78 | JE | ||||||||||||||
| IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $5,588,636 | false | false | 0.81 | JE | ||||||||||||||
| IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $5,588,636 | false | false | 0.81 | JE | ||||||||||||||
| IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $5,588,636 | false | false | 0.81 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,989,024 | $51,838,090 | false | false | 0.88 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,989,024 | $51,838,090 | false | false | 0.88 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,989,024 | $51,838,090 | false | false | 0.88 | JE | ||||||||||||||
| JEWEL LUX HOLDCO SARL | ||||||||||||||||||||||
| 981583270 | INVESTMENT | St Andrews SARL SICAV-RAIF | Excluded | $6,575,959 | $57,266,797 | false | false | 0.69 | LU | |||||||||||||
| MADISON ACQUISITION 4 LP | ||||||||||||||||||||||
| 540 MADISON AVENUE 33RD FL | NEW YORK | NY | 10022 | 364705548 | INVESTMENT | DE | LSV ADVANTAGE INTERNATIONAL III-B LLC | Excluded | -$163,032 | $3,330,687 | false | false | 0.66 | |||||||||
| MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD | ||||||||||||||||||||||
| INVESTMENT | MSOF HOLDINGS LTD | Excluded | $13,833,613 | $87,348,776 | false | false | 0.95 | CJ | ||||||||||||||
| MSOF HOLDINGS LTD | ||||||||||||||||||||||
| INVESTMENT | MONARCH SPECIAL OPPORTUNITIES FUND LTD | Excluded | $13,833,613 | $87,348,776 | false | false | 1 | CJ | ||||||||||||||
| NORTH PEAK CAPITAL ALPHA FUND LP | ||||||||||||||||||||||
| 405 LEXINGTON AVENUE STE 5001 | NEW YORK | NY | 10174 | INVESTMENT | DE | HHMI | Excluded | $0 | $0 | false | false | 1 | ||||||||||
| PRISMA CAPITAL SOLUTIONS FUND II B LP | ||||||||||||||||||||||
| 981628774 | INVESTMENT | PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP | Excluded | $181,340 | $30,311,140 | false | false | 0.82 | CA | C/O 152928 CANADA INC 199 BAY ST | 5300 COMMERCE COURT WEST | TORONTO | ONTARIO | CA | M5L1B9 | |||||||
| PRISMA CAPITAL SPECIAL SITUTATIONS FUND I C LP | ||||||||||||||||||||||
| 981468087 | INVESTMENT | PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP | Excluded | -$1,335,699 | $40,343,621 | false | false | 0.57 | CA | C/O 152928 CANADA INC 199 BAY ST | 5300 COMMERCE COURT WEST | TORONTO | ONTARIO | CA | M5L1B9 | |||||||
| PSSI CO-INVESTMENT 1 LP | ||||||||||||||||||||||
| 981492831 | INVESTMENT | PSSI CO-INVESTMENT FEEDER 1LP | Excluded | -$777,738 | $13,395,685 | false | false | 0.75 | CA | |||||||||||||
| PSSI COINVESTMENT 3 LP | ||||||||||||||||||||||
| 981536870 | INVESTMENT | PSSI COINVESTMENT 3 FEEDER LP | Excluded | $2,103,319 | $61,071,628 | false | false | 1 | CA | |||||||||||||
| QED SOL HOLDINGS LLC | ||||||||||||||||||||||
| 251 LITTLE FALLS DRIVE | WILMINGTON | DE | 19808 | INVESTMENT | DE | HHMI | Excluded | $0 | $13,274,622 | false | false | 0.53 | ||||||||||
| RCH OIL AND GAS MIDSTREAM FUND | ||||||||||||||||||||||
| 3953 MAPLE AVENUE | DALLAS | TX | 75219 | 831010065 | INVESTMENT | TX | HHMI | Excluded | $38,451,732 | $159,451,189 | false | false | 1 | SUITE 180 | ||||||||
| SOLUS OPPORTUNITIES FUND 2 LP | ||||||||||||||||||||||
| 410 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | 463541945 | INVESTMENT | NY | HHMI | Excluded | $1,841 | $20,279,290 | false | false | 0.88 | |||||||||
| RADIAN CAPITAL I A LP | ||||||||||||||||||||||
| 1250 BROADWAY 2602 | NEW YORK | NY | 10000 | 845026436 | INVESTMENT | NY | HHMI | Excluded | $0 | $4,831,041 | false | false | 0.33 | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2ForeignAddress/AddressLine2Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLANTYRE MULANJE SPC | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $5,771,578 | $26,919,240 | 0.61 | Yes (true) | |||||||
| BLANTYRE SPECIAL SITUATIONS FUND I LIMITED | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $22,012,424 | $126,529,826 | 0.59 | Yes (true) | |||||||
| BLANTYRE SPECIAL SITUATIONS FUND II LIMITED | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | -$7,344,126 | $110,839,154 | 0.67 | Yes (true) | |||||||
| BRIARWOOD CAPITAL (OFFSHORE) LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $6,563,530 | $129,111,906 | 0.63 | Yes (true) | 130 W 42ND ST | 20TH FLOOR | NEW YORK | NY | 10036 | |||||||
| ECHO STREET GOODCO NEW WORLD (OFFSHORE) LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $0 | $210,468,253 | 0.54 | Yes (true) | 12 EAST 49TH STREET 44TH FL | NEW YORK | NY | 10017 | ||||||||
| EJF IB FINANCING LP | |||||||||||||||||||
| WALKERS CORPORATE | GEORGE TOWN | GRAND CAYMAN | CJ | KY19008 | INVESTMENT | CJ | HHMI | C Corporation | $628,464 | $9,208,666 | 1 | Yes (true) | 27 HOSPITAL ROAD | 981293036 | |||||
| ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD) | |||||||||||||||||||
| WALKER HOUSE 87 MARY STREET | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | -$2,259,635 | $28,756,611 | 1 | Yes (true) | |||||||
| EMMA 1 FEEDER FUND LTD | |||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $18,127,819 | $167,413,126 | 1 | Yes (true) | 981500792 | ||||||
| EPIRIS FUND II CO-INVESTMENT (B) 2 LP | |||||||||||||||||||
| INVESTMENT | JE | HHMI | C Corporation | $240,811 | $10,706,999 | 0.89 | Yes (true) | 981466593 | |||||||||||
| LINONIA PARTNERS OFFSHORE FUND LTD | |||||||||||||||||||
| C/O HEDGESERV CAYMAN LTD | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 0.65 | Yes (true) | 6TH FL SIX CRICKET SQ | ||||||
| LSV ADVANTAGE INTERNATIONAL III LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $639,637 | 1 | Yes (true) | 981300995 | ||||||
| LSV ADVANTAGE INTERNATIONAL III-B LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $167,704 | $13,272,830 | 1 | Yes (true) | 981315328 | ||||||
| LSV ADVANTAGE INTERNATIONAL III-C LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $6,065,035 | $15,899,323 | 1 | Yes (true) | 981331158 | ||||||
| MONARCH SPECIAL OPPORTUNITIES FUND LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $14,413,901 | $94,223,227 | 1 | Yes (true) | ||||||||||||
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | |||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY19007 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 0.52 | Yes (true) | |||||||
| PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP | |||||||||||||||||||
| 199 BAY ST 5300 COMMERCE COURT WES | TORONTO | ONTARIO | CA | M5L1B9 | INVESTMENT | CA | HHMI | C Corporation | -$215,856 | $3,466,491 | 1 | Yes (true) | |||||||
| PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP | |||||||||||||||||||
| 199 BAY ST 5300 COMMERCE COURT WES | TORONTO | ONTARIO | CA | M5L1B9 | INVESTMENT | CA | HHMI | C Corporation | -$5,100,894 | $97,578,589 | 1 | Yes (true) | 981492831 | ||||||
| PSSI Co-Investment Feeder 1 LP | |||||||||||||||||||
| INVESTMENT | CA | HHMI | C Corporation | $1,900,596 | $8,333,982 | 1 | Yes (true) | 981678524 | |||||||||||
| PSSI COINVESTMENT FEEDER 3 LP | |||||||||||||||||||
| INVESTMENT | CA | HHMI | C Corporation | -$1,837,076 | $56,770,576 | 1 | Yes (true) | 981552419 | |||||||||||
| SPECIAL SITUATIONS HH CARRY LP | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $4,233,453 | 1 | Yes (true) | 981513197 | ||||||
| SQN INVESTORS OFFSHORE LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $14,803,249 | $122,367,273 | 0 | Yes (true) | ||||||||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $15,167,299 | $615,565,294 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | 981520753 | |||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $2,338,567 | $964,651,733 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | 981568847 | |||||||
| WILLA A LP | |||||||||||||||||||
| INVESTMENT | JE | HHMI | C Corporation | -$11,418,472 | $9,535,678 | 1 | Yes (true) | 981380677 | |||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (44 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| APCM OPPORTUNITY FUND LP | ||
| S | $1,100,000 | FMV |
| Blossom Capital Co-Investment (S) LP | ||
| B | $5,040,385 | FMV |
| Cerberus HH Partners LP | ||
| S | $1,847,926 | FMV |
| Dark Roast Capital LP | ||
| B | $2,300,000 | FMV |
| DCVR HM Strategic Partners LP (FKA ColHM Strategic Partners LP) | ||
| S | $2,233,627 | FMV |
| Diakrisis Fund LP | ||
| S | $36,000,000 | FMV |
| Echo Street Capital CV 1 LLC | ||
| B | $80,000 | FMV |
| Endeavour Capital Private Investments I LP | ||
| S | $11,768,760 | FMV |
| Financial Hybrid Opportunity SPV I LLC | ||
| S | $5,776,224 | FMV |
| HH Holdco Co-Investment Fund LP | ||
| B | $170,275 | FMV |
| HH Holdco Co-Investment Fund LP | ||
| S | $170,275 | FMV |
| IG4 Capital Infrastructure Co-Investments A LP | ||
| B | $800,000 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP | ||
| B | $3,081,502 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP | ||
| B | $3,081,502 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP | ||
| B | $3,081,502 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP | ||
| S | $1,456,324 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP | ||
| S | $1,456,324 | FMV |
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP | ||
| S | $1,456,324 | FMV |
| Madison Acquisition 4 LP | ||
| B | $76,613 | FMV |
| Madison Acquisition 4 LP | ||
| S | $493,134 | FMV |
| North Peak Capital Alpha Fund LP | ||
| B | $250,000,000 | FMV |
| PSSI Co-Investment 1 LP | ||
| S | $9,618,815 | FMV |
| Solus Opportunities Fund 2 LP | ||
| B | $381,567 | FMV |
| Blantyre Mulanje SPC | ||
| S | $17,813,428 | FMV |
| Blantyre Special Situations Fund I Limited | ||
| S | $33,790,920 | FMV |
| Blantyre Special Situations Fund II Limited | ||
| B | $7,965,200 | FMV |
| EJF IB Financing | ||
| B | $704,000 | FMV |
| Ellington Systematic Credit Fund Ltd (fka HH Ellington Fund Ltd) | ||
| S | $110,000,000 | FMV |
| Linonia Partners Offshore Fund Ltd | ||
| B | $85,000,000 | FMV |
| LSV Advantage International III-B Ltd | ||
| B | $1,173,778 | FMV |
| LSV Advantage International III-B Ltd | ||
| S | $544,805 | FMV |
| LSV Advantage International III-C Ltd | ||
| B | $196,647 | FMV |
| LSV Advantage International III-C Ltd | ||
| S | $14,147,323 | FMV |
| Monarch Special Opportunities Fund Ltd | ||
| S | $13,000,000 | FMV |
| Newfoundland Terra Nova Offshore Fund | ||
| B | $42,096,871 | FMV |
| Newfoundland Terra Nova Offshore Fund | ||
| S | $132,686,413 | FMV |
| Prisma Capital Solutions Fund II Feeder LP | ||
| B | $71,847,345 | FMV |
| Prisma Capital Special Situations Feeder I LP | ||
| B | $10,132,355 | FMV |
| Prisma Capital Special Situations Feeder I LP | ||
| S | $23,934,715 | FMV |
| PSSI Co-Investment Feeder 3 LP | ||
| S | $826,952 | FMV |
| SQN Investors Offshore Ltd | ||
| S | $131,133,312 | FMV |
| Star Asia Japan Special Situations IV Feeder LP | ||
| B | $6,170,935 | FMV |
| Star Asia Japan Special Situations IV Feeder LP | ||
| S | $31,708,244 | FMV |
| PSSI Co-Investment Feeder 3 LP | ||
| B | $2,517,613 | FMV |