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HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-02-08
IRS object ID
202210399349301501
Schema version
2020v4.0
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 ReturnHeader

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Return2022-02-08T13:00:21-06:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

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Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1655 New York Ave NW Ste 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

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EIN590735717EIN

Business Name BusinessName

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Business Name Line1Howard Hughes Medical InstituteBusinessNameLine1Txt
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Business Name ControlHOWABusinessNameControlTxt
Phone3012158500PhoneNum

US Address USAddress

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Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
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PersonMonique L MarcusPersonNm
Person TitleControllerPersonTitleTxt
Signature2022-02-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

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Person Full Name PersonFullName

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Person FirstMonique LPersonFirstNm
Person LastMarcusPersonLastNm
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FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Erin O'SheaBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208156789ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,184,309,975GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HHMI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE 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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee2332TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$3,543,263TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,998,109PYContributionsGrantsAmt
CY Contributions Grants$2,210,362CYContributionsGrantsAmt
PY Program Service Revenue$3,771,764PYProgramServiceRevenueAmt
CY Program Service Revenue$2,223,724CYProgramServiceRevenueAmt
PY Investment Income$1,451,456,638PYInvestmentIncomeAmt
CY Investment Income$2,072,096,518CYInvestmentIncomeAmt
PY Other Revenue$10,063,170PYOtherRevenueAmt
CY Other Revenue$20,263,474CYOtherRevenueAmt
PY Total Revenue$1,467,289,681PYTotalRevenueAmt
CY Total Revenue$2,096,794,078CYTotalRevenueAmt
PY Grants And Similar Paid$56,133,715PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$36,219,347CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$396,520,729PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$381,757,458CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$494,723,216PYOtherExpensesAmt
CY Other Expenses$536,787,278CYOtherExpensesAmt
PY Total Expenses$947,377,660PYTotalExpensesAmt
CY Total Expenses$954,764,083CYTotalExpensesAmt
PY Revenues Less Expenses$519,912,021PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,142,029,995CYRevenuesLessExpensesAmt
Total Assets BOY$23,840,455,852TotalAssetsBOYAmt
Total Assets EOY$29,343,107,763TotalAssetsEOYAmt
Total Liabilities BOY$2,608,555,667TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,244,173,151TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,231,900,185NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,098,934,612NetAssetsOrFundBalancesEOYAmt
MissionTHE HOWARD HUGHES MEDICAL INSTITUTE ("INSTITUTE" OR "HHMI") IS THE NATION'S LARGEST PRIVATE BIOMEDICAL RESEARCH INSTITUTION, WITH OVER $27 BILLION IN NET ASSETS AT THE END OF ITS 2021 FISCAL YEAR. 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$666,364,697ExpenseAmt
Grant$0GrantAmt
Revenue$2,425,607RevenueAmt
DescMEDICAL 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 250 HHMI researchers, among them 15 Nobel laureates and 155 members of the National Academy of Sciences. HHMI Investigators direct Institute research laboratories on the campuses of more than 50 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. In June 2021, the Institute selected 33 new Investigators who represent 21 US institutions. Each new Investigator will receive roughly $9 million over a seven-year term, which is renewable pending a successful scientific review. HHMI selected the new Investigators from more than 800 eligible applicants. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, helps open scientific fields by breaking through technical and intellectual barriers. 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 October 2020, Janelia announced a new 15-year research focus, 4D Cellular Physiology (4DCP), which will result in the addition of 15 new research labs over 2022 and 2023. 4DCP aims to examine how cells work and communicate across scales to build and maintain organs and organisms. This new effort leverages Janelia's strengths in developing cutting-edge molecular tools and imaging technologies as well as computational and theoretical methods. 4DCP joins Janelia's current 15-year research area, Mechanistic Cognitive Neuroscience. A third research area will be selected in 2025. In the current fiscal year, there were 35 group leaders, four fellows, and six Janelia scholars at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. Janelia also operates a vibrant scientific conference program, bringing many scientists to its campus each year for educational meetings. Many of these programs were moved online during the past year to continue engagement with scientists worldwide.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

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Expense$73,100,922ExpenseAmt
Grant$35,973,617GrantAmt
Revenue-$201,883RevenueAmt
DescSCIENCE EDUCATION AND RESEARCH GRANT PROGRAMS (A) SCIENCE EDUCATION GRANT AND RESEARCH PROGRAMS (B) EDUCATIONAL MEDIA GROUP (C) TANGLED BANK STUDIOS (D) HANNA H GRAY FELLOWS (E) FACULTY SCHOLARS (F) E-LIFE OPEN ACCESS JOURNAL (CONTINUED ON SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$245,775ExpenseAmt
Grant$245,730GrantAmt
DescSUPPORT FOR INTERNATIONAL SCIENCE 4c: Support for International Science International Research Scholars Program HHMI continues to support forty-one scientists from 16 countries who were selected in 2017 as International Research Scholars, exceptional early-career scientists poised to advance biomedical research across the globe. HHMI teamed up with the Bill & Melinda Gates Foundation, Wellcome, and the Calouste Gulbenkian Foundation to develop scientific talent around the world, and with these partners awarded a total of over $29.3 million to this group of scholars. Each researcher receives a five-year award of $715,000, including indirect costs. The award is a major boost for scientists early in their careers and offers the freedom to pursue new research directions and creative projects that could develop into top-notch scientific programs. 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. HHMI, together with Wellcome, continues to provide 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 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$739,711,394TotalProgramServiceExpensesAmt
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IRP Document574IRPDocumentCnt
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Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2332EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
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Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
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Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONIQUE L MARCUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALISON F RICHARD PHD
TRUSTEE, CHAIR EDUCATION COMM4.00.0Yes (X)$50,000$0$0
ANNE M TATLOCK
TRUSTEE, CHAIR NOM & GOV COMM (THRU 12/20)4.00.0Yes (X)$50,000$0$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE, CHAIR NOM & GOV COMM (AS OF 1/21)4.00.0Yes (X)$40,000$0$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIR6.00.0Yes (X)$57,500$0$0
DAVID JULIUS PHD
TRUSTEE (AS OF 1/21)2.00.0Yes (X)$0$0$0
DEBORA L SPAR PHD
TRUSTEE, CHAIR AUDIT & COMP4.00.0Yes (X)$47,500$0$0
FRED R LUMMIS
TRUSTEE, CHAIR FINANCE COMM4.00.0Yes (X)$50,000$0$0
JAMES A BAKER III ESQ
TRUSTEE (THRU 12/20)2.00.0Yes (X)$40,000$0$0
JOSEPH L GOLDSTEIN MD
TRUSTEE, RESEARCH COMM4.00.0Yes (X)$50,000$0$0
KURT L SCHMOKE ESQ
TRUSTEE2.00.0Yes (X)$45,000$0$0
MARGARET D TUTWILER
TRUSTEE2.00.0Yes (X)$40,000$0$0
PAUL M NURSE PHD
TRUSTEE2.00.0Yes (X)$40,000$0$0
RISA LAVIZZO-MOUREY MD MBA
TRUSTEE (AS OF 1/21)2.00.0Yes (X)$0$0$0
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES40.00.0$388,219$0$44,391Yes (X)
DANIEL A CRONIN MBA PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER (AS OF 7/20)40.00.0$332,646$0$33,133Yes (X)
DAVID CLAPHAM PHD
VP & CHIEF SCIENTIFIC OFFICER40.00.0$842,159$0$67,848Yes (X)
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER (AS OF 6/21)40.00.0$1,175,988$0$66,025Yes (X)
ERIN H O'SHEA PHD
PRESIDENT40.00.0$1,423,178$0$63,553Yes (X)
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY40.00.0$699,416$0$70,468Yes (X)
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER (THRU 6/21)40.00.0$2,337,582$0$60,051Yes (X)
LAUREN T SPILIOTES ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY40.00.0$467,083$0$56,249Yes (X)
MONIQUE L MARCUS
CONTROLLER40.00.0$220,514$0$57,148Yes (X)
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS40.00.0$728,274$0$63,995Yes (X)
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION40.00.0$777,424$0$55,711Yes (X)
SUSAN S PLOTNICK
DIRECTOR OF FINANCE & ASSISTANT TREASURER40.00.0$253,852$0$63,331Yes (X)
GREGORY DENINNO
MANAGING DIRECTOR, PRIVATE INVESTMENTS40.00.0$989,996$0$51,260Yes (X)
RICHARD A PENDER
MANAGING DIRECTOR, GLOBAL EQUITIES40.00.0$1,148,219$0$63,461Yes (X)
ROBERT J KOLYER JR
MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21)40.00.0$1,184,575$0$64,953Yes (X)
ERIC KANDEL MD
INVESTIGATOR40.00.0$794,823$0$69,980Yes (X)
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPS40.00.0$986,909$0$67,131Yes (X)
RANDY W SCHEKMAN PHD
INVESTIGATOR40.00.0$684,182$0$61,744Yes (X)
RICHARD AXEL MD
INVESTIGATOR40.00.0$723,790$0$66,100Yes (X)
TOM CECH PHD
INVESTIGATOR40.00.0$694,658$0$65,288Yes (X)
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS40.00.0$426,884$0$60,625Yes (X)
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC40.00.0$581,644$0$65,910Yes (X)
JEREMY COMPTON
ASSISTANT CONTROLLER40.00.0$169,684$0$28,557Yes (X)
JOHN PALMISANO
CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY40.00.0$327,827$0$45,725Yes (X)
ROBERT TJIAN PHD
INVESTIGATOR/FORMER PRESIDENT40.00.0$599,053$0$74,439Yes (X)
STEPHEN JASKO
FORMER CHIEF FINANCIAL OFFICER & TREASURER0.00.0$235,204$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,703,783TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,487,076TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K720IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

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ROPES & GRAY LLP
2099 PENNSYLVANIA AVE NWWASHINGTONDC20006LEGAL SERVICES$17,366,416
SELECT EQUITY GROUP INC (VIA SPRUGOS INVESTMENTS III LLC)
380 LAFEYETTE STREETNEW YORKNY10003INVESTMENT MGT$4,142,755
JONES LANG LASALLE AMERICAS INC
525 WILLIAM PENN PLACEPITTSBURGHPA15259FACILITIES MGT$3,914,808
ARAMARK HARRISON LODGING
1101 MARKET STPHILADELPHIAPA19107CONFERENCE CTR MGT$3,768,171
ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC)
850 THIRD AVENUENEW YORKNY10022INVESTMENT MGT$3,303,644
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K140CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,210,362AllOtherContributionsAmt
Total Contributions$2,210,362TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME900099$2,425,607$2,425,607
TV & FILM INCOME900099-$201,883-$201,883

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,223,724TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,928,249TotalRevenueColumnAmt
Unrelated Business Revenue-$44,391,823UnrelatedBusinessRevenueAmt
Exclusion$188,320,072ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,681,590TotalRevenueColumnAmt
Exclusion$19,681,590ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$804,183RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,660,575RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$856,392RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$856,392TotalRevenueColumnAmt
Unrelated Business Revenue-$425,912UnrelatedBusinessRevenueAmt
Exclusion-$430,480ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$35,972,705,354SecuritiesAmt
Other$41,274,472OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$34,085,855,322SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,886,850,032SecuritiesAmt
Other$41,274,472OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,928,168,269TotalRevenueColumnAmt
Unrelated Business Revenue$41,274,472UnrelatedBusinessRevenueAmt
Exclusion$1,886,893,797ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA900099-$3,513-$3,513
INVESTMENT EXPENSE REBATE900099$54,811$54,811
CASH DISCOUNTS900099$147,666$147,666

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,239,312TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,239,312ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,438,276OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,096,794,078TotalRevenueColumnAmt
Related Or Exempt Func Income$2,223,724RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$3,543,263UnrelatedBusinessRevenueAmt
Exclusion$2,095,903,255ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$27,894,524TotalAmt
Program Services$27,894,524ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,079,093TotalAmt
Program Services$8,079,093ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$245,730TotalAmt
Program Services$245,730ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,715,681TotalAmt
Program Services$2,471,494ProgramServicesAmt
Management And General$12,244,187ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,168,060TotalAmt
Program Services$1,168,060ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$292,141,724TotalAmt
Program Services$251,622,887ProgramServicesAmt
Management And General$40,518,837ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,540,646TotalAmt
Program Services$18,216,642ProgramServicesAmt
Management And General$3,324,004ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$35,233,534TotalAmt
Program Services$30,618,123ProgramServicesAmt
Management And General$4,615,411ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,957,813TotalAmt
Program Services$14,498,367ProgramServicesAmt
Management And General$2,459,446ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,477,924TotalAmt
Program Services$1,497,895ProgramServicesAmt
Management And General$8,980,029ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,423,492TotalAmt
Management And General$1,423,492ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$150,000TotalAmt
Management And General$150,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$85,308,766TotalAmt
Management And General$85,308,766ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,802,293TotalAmt
Program Services$39,957,691ProgramServicesAmt
Management And General$9,844,602ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,900,684TotalAmt
Program Services$2,169,917ProgramServicesAmt
Management And General$1,730,767ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,449,299TotalAmt
Program Services$4,324,426ProgramServicesAmt
Management And General$5,124,873ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,069TotalAmt
Program Services$11,069ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$72,944,614TotalAmt
Program Services$64,743,431ProgramServicesAmt
Management And General$8,201,183ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$685,222TotalAmt
Program Services$671,903ProgramServicesAmt
Management And General$13,319ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,304,746TotalAmt
Program Services$1,104,759ProgramServicesAmt
Management And General$2,199,987ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$21,810,787TotalAmt
Program Services$15,508,331ProgramServicesAmt
Management And General$6,302,456ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$85,367,940TotalAmt
Program Services$76,355,856ProgramServicesAmt
Management And General$9,012,084ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$527,145TotalAmt
Program Services$126,310ProgramServicesAmt
Management And General$400,835ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LAB & OTHER SCIENTIFIC SUPPLIES$112,005,600$111,144,826$860,774
MINOR EQUIPMENT & RENOVATIONS$9,948,964$9,222,665$726,299
EQUIPMENT MAINTENANCE$16,405,371$11,406,736$4,998,635
INCOME TAX$27,646$27,646

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$53,235,716TotalAmt
Program Services$46,650,659ProgramServicesAmt
Management And General$6,585,057ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$954,764,083TotalAmt
Program Services$739,711,394ProgramServicesAmt
Management And General$215,052,689ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,304,223,022BOYAmt
EOY$747,886,828EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,887,140BOYAmt
EOY$32,273,109EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,994,887,473LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,229,850,331LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$763,208,563BOYAmt
EOY$765,037,142EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,935,124,210BOYAmt
EOY$5,687,314,187EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,794,781,566BOYAmt
EOY$21,361,667,853EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,032,231,351BOYAmt
EOY$748,928,644EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,840,455,852BOYAmt
EOY$29,343,107,763EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$428,640,716BOYAmt
EOY$343,309,373EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$82,362,891BOYAmt
EOY$59,666,530EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$770,096,096BOYAmt
EOY$771,935,538EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$39,352,107BOYAmt
EOY$39,390,298EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,288,103,857BOYAmt
EOY$1,029,871,412EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,608,555,667BOYAmt
EOY$2,244,173,151EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,231,900,185BOYAmt
EOY$27,098,934,612EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,231,900,185BOYAmt
EOY$27,098,934,612EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,840,455,852BOYAmt
EOY$29,343,107,763EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,142,029,995ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,696,945,902NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$28,058,530OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BRIGHAM & WOMEN'S HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$150,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$8,048OtherActivitiesAmt
Total Lobbying Expenditures$158,048TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationOTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1g (OTHER ACTIVITIES) AMOUNTS PAID TO LOBBYING FIRM FOR DIRECT CONTACT WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFFS ON PENDING LEGISLATIVE MATTERS. OTHER ACTIVITIES, 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

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$807,737InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$90,410,181OtherCostOrOtherBasisAmt
Book Value$91,217,918BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,248,413InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$849,772,169OtherCostOrOtherBasisAmt
Depreciation$406,245,465DepreciationAmt
Book Value$453,775,117BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$347,973,031OtherCostOrOtherBasisAmt
Depreciation$335,194,877DepreciationAmt
Book Value$12,778,154BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$603,842,224OtherCostOrOtherBasisAmt
Depreciation$462,331,901DepreciationAmt
Book Value$141,510,323BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$921,448InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$90,912,270OtherCostOrOtherBasisAmt
Depreciation$26,078,088DepreciationAmt
Book Value$65,755,630BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$765,037,142TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & REAL ESTATE$8,430,049,315F
DISTRESSED & CREDIT SENSITIVE$2,489,340,642F
HEDGED EQUITY$2,773,271,280F
MARKET NEUTRAL$2,027,338,858F
EQUITY COMMINGLED$5,641,667,758F
FieldValueIRS element (for citing)
Total Book Value Securities$21,361,667,853TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (14 entries)

DescDescAmtAmt
SHORT POSITIONS$181,073,767
INVESTMENT PURCH PENDING SALES$42,364,415
CURRENCY EXCH CONTRACTS PAY$11,587,411
DEFERRED COMPENSATION LIAB$71,395,405
SWAP UNREALIZED LOSS$182,273,443
INVESTMENT MANAGEMENT FEES PAYABLE$9,639,094
DEFERRED INCOME$1,691,753
INTEREST & DIVIDENDS ON SHORT STOCKS & BONDS$426,995
CONTRACT FOR DIFFERENCES LIABILITY$1,674,025
FUTURE CONTRACTS LIABILITY POSITION$28,472,763
REPURCHASE OBLIGATIONS$300,780,617
LEASE OBLIGATIONS$138,544,714
EQUITY SWAPS - LIABILITIES$41,645
OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL$59,905,365
FieldValueIRS element (for citing)
Total Liability$1,029,871,412TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationIn 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 August 31, 2017.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtEmployeeEmployeeCnt
Central America and the CaribbeanInvestments$9,371,484,513
North America (Canada & Mexico only)Investments$255,677,254
Europe (Including Iceland and Greenland)Investments$1,791,981,478
Sub-Saharan AfricaInvestments$4,013,047
East Asia and the PacificInvestments$104,883,999
South AsiaInvestments$52,368
Central America and the Caribbean,Investment Management Fees$9,596,160
North America (Canada & Mexico only),Investment Management Fees$2,947,063
Europe (Including Iceland and Greenland),Investment Management Fees$16,109,365
Europe (Including Iceland and Greenland)Grantmaking$245,730
Europe (Including Iceland and Greenland)Program Services$3,304,703Science ED/e-life
South AmericaProgram Services$6,650Science Ed / Educational Media2
North America (Canada & Mexico only)Program Services$6,600Science Ed / Educational Media3
East Asia and the PacificProgram Services$86,273Science Ed / Tangled Bank3
South AsiaProgram Services$300,080Science Ed / Tangled Bank2
Europe (Including Iceland and Greenland)Program Services$2,437,041Science Ed / Tangled Bank17
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee27TotalEmployeeCnt
Subtotal Spent$11,563,132,324SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$11,563,132,324TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEurope (Including Iceland and Greenland)RegionTxt
Purpose Of GrantOpen AccessPurposeOfGrantTxt
Cash Grant$245,730CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsDURING ITS 2021 FISCAL YEAR, HHMI CONTINUED TO SUPPORT INTERNATIONAL RESEARCH SCHOLARS SELECTED THROUGH ONE OR MORE COMPETITIONS OPEN TO ALL ELIGIBLE APPLICANTS. THE PROCEDURES DESCRIBED IN THIS SECTION ARE RELATED TO GRANTS THAT WERE ACCRUED IN A PREVIOUS FISCAL YEAR. ELIGIBILITY REQUIREMENTS INCLUDED, BUT WERE NOT LIMITED TO, A FULL-TIME APPOINTMENT AT A NONPROFIT SCIENTIFIC RESEARCH ORGANIZATION IN A COUNTRY OTHER THAN THE UNITED STATES, AND A RESEARCH FOCUS ON BASIC BIOLOGICAL PROCESSES OR DISEASE MECHANISMS. QUALIFIED APPLICANTS WERE EVALUATED BY A PANEL OF SCIENTIFIC EXPERTS WITH FINAL SELECTIONS MADE BY HHMI LEADERSHIP. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF GRANT FUNDS TO SUPPORT THE WORK OF INTERNATIONAL EARLY CAREER SCIENTISTS AND SENIOR INTERNATIONAL RESEARCH SCHOLARS IS MADE IN ACCORDANCE WITH ALL APPLICABLE U.S. LAWS. FUNDS ARE PAID TO AN INSTITUTIONAL ACCOUNT. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH SCIENTIST IS REQUIRED TO SUBMIT AN ANNUAL PROGRESS REPORT CONCERNING HIS OR HER RESEARCH AND EACH GRANTEE INSTITUTION IS REQUIRED TO SUBMIT ANNUAL FINANCIAL REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED AND GRANTEES ATTEND SCIENTIFIC MEETINGS OF HHMI US-BASED SCIENTISTS.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSDURING ITS 2021 FISCAL YEAR, HHMI CONTINUED TO SUPPORT INTERNATIONAL RESEARCH SCHOLARS SELECTED THROUGH ONE OR MORE COMPETITIONS OPEN TO ALL ELIGIBLE APPLICANTS. THE PROCEDURES DESCRIBED IN THIS SECTION ARE RELATED TO GRANTS THAT WERE ACCRUED IN A PREVIOUS FISCAL YEAR. ELIGIBILITY REQUIREMENTS INCLUDED, BUT WERE NOT LIMITED TO, A FULL-TIME APPOINTMENT AT A NONPROFIT SCIENTIFIC RESEARCH ORGANIZATION IN A COUNTRY OTHER THAN THE UNITED STATES, AND A RESEARCH FOCUS ON BASIC BIOLOGICAL PROCESSES OR DISEASE MECHANISMS. QUALIFIED APPLICANTS WERE EVALUATED BY A PANEL OF SCIENTIFIC EXPERTS WITH FINAL SELECTIONS MADE BY HHMI LEADERSHIP. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF GRANT FUNDS TO SUPPORT THE WORK OF INTERNATIONAL EARLY CAREER SCIENTISTS AND SENIOR INTERNATIONAL RESEARCH SCHOLARS IS MADE IN ACCORDANCE WITH ALL APPLICABLE U.S. LAWS. FUNDS ARE PAID TO AN INSTITUTIONAL ACCOUNT. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH SCIENTIST IS REQUIRED TO SUBMIT AN ANNUAL PROGRESS REPORT CONCERNING HIS OR HER RESEARCH AND EACH GRANTEE INSTITUTION IS REQUIRED TO SUBMIT ANNUAL FINANCIAL REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED AND GRANTEES ATTEND SCIENTIFIC MEETINGS OF HHMI US-BASED SCIENTISTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (194 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Broad Inst of MIT & Harvard
Broad InstituteCambridgeMA02142263428781501 (C) (3)$372,854Hanna Gray Scholars
Case Western Reserve Univ
Case Western ReserveClevelandOH44106341018992501 (C) (3)$372,854Hanna Gray Scholars
Cleveland Clinic Foundation
Cleveland Clinic FdnClevelandOH44195340714585501 (C) (3)$372,854Hanna Gray Scholars
Duke University
Duke UniversityDurhamNC27705560532129501 (C) (3)$1,280,000Hanna Gray Scholars
Regents Of The Univ Of CO
Regents Univ Of COAuroraCO800452571846000555Colorado$372,854Hanna Gray Scholars
Regents Of The Univ Of MI
Regents Univ Of MIAnn ArborMI481091274386006309Michigan$372,854Hanna Gray Scholars
UNC Chapel Hill
UNC Chapel HillChapel HillNC27599566001393501 (C) (3)$372,854Hanna Gray Scholars
U California Irvine
U California IrvineIrvineCA926971280952226406California$1,280,000Hanna Gray Scholars
University of Massachusetts Amherst
U Mass AmherstAmherstMA01035043167352Massachusetts$372,854Hanna Gray Scholars
Gettysburg College
Gettysburg CollegeGettysburgPA17325231352641501 (C) (3)$10,000Hanna Gray Scholars
Icahn School of Med at Mount Sinai
Icahn School of MedNew YorkNY10029136171197501 (C) (3)$10,000Hanna Gray Scholars
Massachusetts General Hospital
Massachusetts General HospitalBostonMA021142696042697983501 (C) (3)$372,854Hanna Gray Scholars
Mem Sloan-Kettering Cancer Ctr
Mem Sloan-Kettering Cancer CtrNew YorkNY10017131924236501 (C) (3)$10,000Hanna Gray Scholars
MIT
MITCambridgeMA02139042103594501 (C) (3)$10,000Hanna Gray Scholars
MIT
MITCambridgeMA02139042103594501 (C) (3)$10,000Hanna Gray Scholars
New York University
New York UniversityNew YorkNY10012135562308501 (C) (3)$10,000Hanna Gray Scholars
President & Fellows Of Harvard Coll
President Fellows Of Harvard CollCambridgeMA02138042103580501 (C) (3)$10,000Hanna Gray Scholars
President & Fellows Of Harvard Coll
President Fellows Of Harvard CollCambridgeMA02138042103580501 (C) (3)$10,000Hanna Gray Scholars
Presidents & Fellows of Harvard Col
Presidents Fellows of Harvard ColCambridgeMA02138042103580501 (C) (3)$1,491,416Hanna Gray Scholars
Princeton University
Princeton UniversityPrincetonNJ08540210634501501 (C) (3)$372,854Hanna Gray Scholars
Regents of the Univ of CA Berkeley
Regents of the Univ of CA BerkeleyBerkeleyCA947201103946002123501 (C) (3)$1,280,000Hanna Gray Scholars
Regents of UC Berkeley
Regents of UC BerkeleyBerkeleyCA947201102946002123501 (C) (3)$10,000Hanna Gray Scholars
Regents UC San Diego
Regents UC San DiegoLa JollaCA92093956006144501 (C) (3)$10,000Hanna Gray Scholars
Scripps Research Institute
Scripps Research InstituteLa JollaCA92037330435954501 (C) (3)$372,854Hanna Gray Scholars
Stanford University
Stanford UniversitySan FranciscoCA941444253941156365501 (C) (3)$372,854Hanna Gray Scholars
Stanford University
Stanford UniversityRedwood CityCA94063941156365501 (C) (3)$10,000Hanna Gray Scholars
Stanford University
Stanford UniversityRedwood CityCA94063941156365501 (C) (3)$10,000Hanna Gray Scholars
The Rockefeller University
The Rockefeller UniversityNew YorkNY10065131624158501 (C) (3)$132,458Hanna Gray Scholars
The Trustees Of Columbia University
The Trustees Of Columbia UniversityNew YorkNY10032135598093501 (C) (3)$372,854Hanna Gray Scholars
Trustees of Princeton University
Trustees of Princeton UniversityPrincetonNJ08540210634501501 (C) (3)$10,000Hanna Gray Scholars
UC Regents San Francisco
UC Regents San FranciscoSan FranciscoCA941430724946036493501 (C) (3)$10,000Hanna Gray Scholars
UC San Francisco
UC San FranciscoSan FranciscoCA94143946036493501 (C) (3)$745,708Hanna Gray Scholars
Univ Of California Berkeley
Univ Of California BerkeleyNew YorkNY947205940946002123501 (C) (3)$1,280,000Hanna Gray Scholars
University Of California Berkeley
University Of California BerkeleyBerkeleyCA94720946002123501 (C) (3)$372,854Hanna Gray Scholars
Vanderbilt University School Of Med
Vanderbilt University School Of MedNashvilleTN37232620476822501 (C) (3)$372,854Hanna Gray Scholars
Washington University
Washington UniversitySt LouisMO631121408430653611501 (C) (3)$372,854Hanna Gray Scholars
American University
American UniversityWashingtonDC20016530196549501 (C) (3)$50,000Driving Change Learning Community
Boston University
Boston UniversityBostonMA02215042103547501 (C) (3)$50,000Driving Change Learning Community
Clemson University
Clemson UniversityClemsonSC296345355576000254South Carolina$50,000Driving Change Learning Community
Brandeis University
Brandeis UniversityWalthamMA02453042103552501 (C) (3)$50,000Driving Change Learning Community
Florida Internatl Univ
Florida Internatl UnivMiamiFL33199650177616Florida$50,000Driving Change Learning Community
Illinois State University
Illinois State UniversityNormalIL61761376014070Illinois$50,000Driving Change Learning Community
Brown University
Brown UniversityProvidenceRI029129100050258809501 (C) (3)$50,000Driving Change Learning Community
Northern Illinois Univ
Northern Illinois UnivDeKalbIL60115366008480Illinois$50,000Driving Change Learning Community
Ohio State Univ
Ohio State UnivColumbusOH432101016316025986Ohio$50,000Driving Change Learning Community
Oklahoma State Univ
Oklahoma State UnivStillwaterOK74078731383996Oklahoma$50,000Driving Change Learning Community
State Univ of NY-Albany
State Univ of NY-AlbanyAlbanyNY12201141368361New York$50,000Driving Change Learning Community
University of Montana
University of MontanaMissoulaMT59812816001713Montana$50,000Driving Change Learning Community
University of Texas at San Antonio
University of Texas at San AntonioSan AntonioTX78249741717115Texas$50,000Driving Change Learning Community
University of Arizona
University of ArizonaTucsonAZ85717742652689Arizona$50,000Driving Change Learning Community
University of Arkansas
University of ArkansasFayettevilleAR72702716003252Arkansas$50,000Driving Change Learning Community
UCLA
UCLALos AngelesCA90995956006143California$50,000Driving Change Learning Community
UC Davis
UC DavisDavisCA95618946036494California$50,000Driving Change Learning Community
UC Irvine
UC IrvineIrvineCA92610952226406California$50,000Driving Change Learning Community
University of Connecticut
University of ConnecticutStorrsCT06269060772160Connecticut$50,000Driving Change Learning Community
Clarkson University
Clarkson UniversityPotsdamNY136991401150543659501 (C) (3)$50,000Driving Change Learning Community
University of Illinois at Chicago
University of Illinois at ChicagoChicagoIL606124305376000511Illinois$50,000Driving Change Learning Community
Univ of Maryland Eastern Shore
Univ of Maryland Eastern ShorePrincess AnneMD21853526002033Maryland$50,000Driving Change Learning Community
University of Massachusetts Amherst
University of Massachusetts AmherstHadleyMA01035043167352Massachusetts$50,000Driving Change Learning Community
University of Utah
University of UtahSalt Lake CityUT84112876000525Utah$50,000Driving Change Learning Community
University of Vermont
University of VermontBurlingtonVT05405030179440Vermont$50,000Driving Change Learning Community
University of Virginia
University of VirginiaCharlottesvilleVA229014195546001796Virginia$50,000Driving Change Learning Community
University of Wisconsin Milwaukee
University of Wisconsin MilwaukeeMilwaukeeWI53201391805963Wisconsin$50,000Driving Change Learning Community
CUNY City College
CUNY City CollegeNew YorkNY10031843867573501 (C) (3)$50,000Driving Change Learning Community
Loyola Marymount University
Loyola Marymount UniversityLos AngelesCA90045951643334501 (C) (3)$50,000Driving Change Learning Community
LSU
LSUBaton RougeLA70803726000848501 (C) (3)$50,000Driving Change Learning Community
Rice University
Rice UniversityHoustonTX77005741109620501 (C) (3)$50,000Driving Change Learning Community
Rutgers University
Rutgers UniversityCamdenNJ08102226001086501 (C) (3)$50,000Driving Change Learning Community
Trustees of Dartmouth College
Trustees of Dartmouth CollegeHanoverNH03755020222111501 (C) (3)$50,000Driving Change Learning Community
Tufts University
Tufts UniversitySomervilleMA02144042103634501 (C) (3)$50,000Driving Change Learning Community
University of Dayton
University of DaytonDaytonOH45469310536715501 (C) (3)$50,000Driving Change Learning Community
Vanderbilt University
Vanderbilt UniversityNashvilleTN372401591620476822501 (C) (3)$50,000Driving Change Learning Community
Washington University in St Louis
Washington University in St LouisSt LouisMO63112430653611501 (C) (3)$50,000Driving Change Learning Community
Wayne State University
Wayne State UniversityDetroitMI48202386028429501 (C) (3)$50,000Driving Change Learning Community
UMBC
UMBCBaltimoreMD21250526002033Maryland$2,100,000Driving Change
Allegheny College
Allegheny CollegeMeadvillePA16335250965212501 (C) (3)$30,000Inclusive Excellence Learning Community
Boston University
Boston UniversityBostonMA02215042103547501 (C) (3)$30,000Inclusive Excellence Learning Community
Bryn Mawr College
Bryn Mawr CollegeBryn MawrPA19010231352621501 (C) (3)$30,000Inclusive Excellence Learning Community
Centre College
Centre CollegeDanvilleKY404221394610444671501 (C) (3)$30,000Inclusive Excellence Learning Community
Coker University
Coker UniversityHartsvilleSC29550570324916501 (C) (3)$30,000Inclusive Excellence Learning Community
College of Saint Benedict
College of Saint BenedictSaint JosephMN563742099410969244501 (C) (3)$30,000Inclusive Excellence Learning Community
College of the Holy Cross
College of the Holy CrossWorcesterMA016102395042103558501 (C) (3)$60,000Inclusive Excellence Learning Community
CUNY Queens College
CUNY Queens CollegeNew YorkNY10036131988190501 (C) (3)$30,000Inclusive Excellence Learning Community
Drexel University
Drexel UniversityPhiladelphiaPA19102231352630501 (C) (3)$60,000Inclusive Excellence Learning Community
Elon University
Elon UniversityElonNC27244560532303501 (C) (3)$30,000Inclusive Excellence Learning Community
Emmanuel College
Emmanuel CollegeBostonMA02115042105769501 (C) (3)$30,000Inclusive Excellence Learning Community
Fairfield University
Fairfield UniversityFairfieldCT068245195060646623501 (C) (3)$30,000Inclusive Excellence Learning Community
Fisk University
Fisk UniversityNashvilleTN37208620202000501 (C) (3)$30,000Inclusive Excellence Learning Community
Fordham University
Fordham UniversityBronxNY104585149131740451501 (C) (3)$30,000Inclusive Excellence Learning Community
Franklin & Marshall College
Franklin Marshall CollegeLancasterPA17604231352635501 (C) (3)$60,000Inclusive Excellence Learning Community
Furman University
FurmanGreenvilleSC29613570314395501 (C) (3)$30,000Inclusive Excellence Learning Community
Gannon University
Gannon UniversityEriePA16541250496976501 (C) (3)$30,000Inclusive Excellence Learning Community
Georgia Tech Research Corporation
Georgia Institute of TechnologyAtlantaGA30062580603146501 (C) (3)$30,000Inclusive Excellence Learning Community
Gettysburg College
Gettysburg CollegeGettysburgPA173251400231352641501 (C) (3)$30,000Inclusive Excellence Learning Community
Georgia Gwinnett College
Georgia Gwinnett CollegeLawrencevilleGA30043270124698Georgia$30,000Inclusive Excellence Learning Community
Gustavus Adolphus College
Gustavus Adolphus CollegeSaint PeterMN56082410695524501 (C) (3)$30,000Inclusive Excellence Learning Community
Hamilton College
Hamilton CollegeClintonNY13323150532200501 (C) (3)$30,000Inclusive Excellence Learning Community
Hartwick College
Hartwick CollegeOneontaNY13820150533561501 (C) (3)$30,000Inclusive Excellence Learning Community
Haverford College
Haverford CollegeHAVERFORDPA19041236002304501 (C) (3)$30,000Inclusive Excellence Learning Community
Howard University
Howard UniversityWashingtonDC20059530204707501 (C) (3)$30,000Inclusive Excellence Learning Community
King University
King UniversityBristolTN37620581363100501 (C) (3)$30,000Inclusive Excellence Learning Community
Lane College
Lane CollegeJacksonTN38301620570060501 (C) (3)$30,000Inclusive Excellence Learning Community
Marian University
Marian UniversityIndianapolisIN46222350868175501 (C) (3)$30,000Inclusive Excellence Learning Community
Auburn University at Montgomery
Auburn University at MontgomeryMontgomeryAL36124636000724Alabama$30,000Inclusive Excellence Learning Community
Boise State University
Boise State UniversityBoiseID836421247820290701Idaho$30,000Inclusive Excellence Learning Community
Michigan State University
Michigan State UniversityEast LansingMI48879386005984501 (C) (3)$30,000Inclusive Excellence Learning Community
CA Polytechnic State Univ
CA Polytechnic State UnivSan Luis ObispoCA934070443204927897California$30,000Inclusive Excellence Learning Community
CA State University-East Bay
CA State University-East BayHaywardCA94542941524922California$30,000Inclusive Excellence Learning Community
CA State University-Stanislaus
CA State University-StanislausTurlockCA95382770207337California$30,000Inclusive Excellence Learning Community
Middlebury College
Middlebury CollegeMiddleburyVT05753030179298501 (C) (3)$30,000Inclusive Excellence Learning Community
Clemson University
Clemson UniversityClemsonSC296345355576000254South Carolina$30,000Inclusive Excellence Learning Community
Cleveland State University
Cleveland State UniversityClevelandOH441152214340966056Ohio$30,000Inclusive Excellence Learning Community
Monmouth College
Monmouth CollegeMonmouthIL61462370661228501 (C) (3)$30,000Inclusive Excellence Learning Community
Mount Holyoke College
Mount Holyoke CollegeSouth HadleyMA01075042103578501 (C) (3)$30,000Inclusive Excellence Learning Community
Dalton State College
Dalton State CollegeDaltonGA30720580975068Georgia$30,000Inclusive Excellence Learning Community
National University
National UniversityLa JollaCA92037237172306501 (C) (3)$30,000Inclusive Excellence Learning Community
Nebraska Wesleyan University
Nebraska Wesleyan UniversityLincolnNE68504470376524501 (C) (3)$30,000Inclusive Excellence Learning Community
Florida International University
Florida International UniversityMiamiFL33199650177616Florida$30,000Inclusive Excellence Learning Community
Florida State University
Florida State UniversityTallahasseeFL32310593211153Florida$60,000Inclusive Excellence Learning Community
Northwestern University
Northwestern UniversityEvanstonIL60208362167817501 (C) (3)$30,000Inclusive Excellence Learning Community
Fort Lewis College
Fort Lewis CollegeDurangoCO81301846000556Colorado$30,000Inclusive Excellence Learning Community
Occidental College
Occidental CollegeLos AngelesCA90041951667177501 (C) (3)$30,000Inclusive Excellence Learning Community
Oglethorpe University
Oglethorpe UniversityAtlantaGA303192737580568698501 (C) (3)$30,000Inclusive Excellence Learning Community
Otterbein University
Otterbein UniversityWestervilleOH43081314379532501 (C) (3)$30,000Inclusive Excellence Learning Community
Pomona College
Pomona CollegeClaremontCA917114434951664112501 (C) (3)$30,000Inclusive Excellence Learning Community
Georgia Southern University
Georgia Southern UniversityStatesboroGA30460582354256Georgia$30,000Inclusive Excellence Learning Community
Georgia State University
Georgia State UniversityAtlantaGA303023999581845423Georgia$30,000Inclusive Excellence Learning Community
Providence College
Providence CollegeProvidenceRI029180001050258932501 (C) (3)$30,000Inclusive Excellence Learning Community
Illinois State University
Illinois State UniversityNormalIL61761376014070Illinois$30,000Inclusive Excellence Learning Community
Rollins College
Rollins CollegeWinter ParkFL32789590624440501 (C) (3)$30,000Inclusive Excellence Learning Community
Metropolitan State University
Metropolitan State UniversitySaint PaulMN551065000411687554Minnesota$30,000Inclusive Excellence Learning Community
Simmons University
Simmons UniversityBostonMA021155820042103629501 (C) (3)$30,000Inclusive Excellence Learning Community
Montana State University
Montana State UniversityBozemanMT597172470816010045Montana$30,000Inclusive Excellence Learning Community
Skidmore College
Skidmore CollegeSaratoga SpringsNY12866141338562501 (C) (3)$30,000Inclusive Excellence Learning Community
Southern Illinois University Edward
Southern Illinois University EdwardEdwardsvilleIL620261046370986220501 (C) (3)$30,000Inclusive Excellence Learning Community
St John's University
St Johns UniversityQueensNY11439111630830501 (C) (3)$30,000Inclusive Excellence Learning Community
NC A & T State University
NC A T State UniversityGREENSBORONC27411566000007North Carolina$30,000Inclusive Excellence Learning Community
The College of Wooster
The College of WoosterWoosterOH44691340714654501 (C) (3)$30,000Inclusive Excellence Learning Community
Portland State University
Portland State UniversityPortlandOR97207364776757Oregon$30,000Inclusive Excellence Learning Community
Trinity University
Trinity UniversitySan AntonioTX78212741109633501 (C) (3)$30,000Inclusive Excellence Learning Community
Rowan University
Rowan UniversityGlassboroNJ08028222482802New Jersey$30,000Inclusive Excellence Learning Community
Tuskegee University
Tuskegee UniversityTuskegeeAL36088630288878501 (C) (3)$30,000Inclusive Excellence Learning Community
St Mary's College of Maryland
St Marys College of MarylandStMarys CityMD20686526002033Maryland$30,000Inclusive Excellence Learning Community
State Univ of New York New Paltz
State Univ of New York New PaltzAlbanyNY122010009141368361New York$30,000Inclusive Excellence Learning Community
SUNY Empire State College
SUNY Empire State CollegeSaratoga SpringsNY12866141368361New York$30,000Inclusive Excellence Learning Community
The Pennsylvania State University
The Pennsylvania State UniversityUniversity ParkPA168027000246000376Pennsylvania$30,000Inclusive Excellence Learning Community
Union College
Union CollegeSchenectadyNY12308141338580501 (C) (3)$30,000Inclusive Excellence Learning Community
Univ Ana G Mendez-Cupey Campus
Univ Ana G Mendez-Cupey CampusSan JuanPR009281345660201206501 (C) (3)$30,000Inclusive Excellence Learning Community
University of Alaska Anchorage
University of Alaska AnchorageFairbanksAK997756540926000147Alaska$60,000Inclusive Excellence Learning Community
University of California Irvine
University of California IrvineIrvineCA92610952226406California$30,000Inclusive Excellence Learning Community
UC Riverside
UC RiversideRiversideCA925210001956006142California$30,000Inclusive Excellence Learning Community
UC Santa Cruz
UC Santa CruzSanta CruzCA95064941539563California$30,000Inclusive Excellence Learning Community
University of Colorado Boulder
University of Colorado BoulderDenverCO80203846000555Colorado$30,000Inclusive Excellence Learning Community
University of Connecticut
University of ConnecticutStorrsCT06269060772160Connecticut$30,000Inclusive Excellence Learning Community
University of Georgia
University of GeorgiaAthensGA30602581353149Georgia$30,000Inclusive Excellence Learning Community
University of Iowa
University of IowaIowa CityIA52242426004813Iowa$30,000Inclusive Excellence Learning Community
University of Kansas
University of KansasLawrenceKS66045480680117Kansas$30,000Inclusive Excellence Learning Community
University of Akron
University of AkronAkronOH443252102346002924Ohio$30,000Inclusive Excellence Learning Community
University of Maryland College Park
University of Maryland College ParkCollege ParkMD21042526002033Maryland$30,000Inclusive Excellence Learning Community
Univ of Minnesota Morris
Univ of Minnesota MorrisMinneapolisMN55455416007513Minnesota$30,000Inclusive Excellence Learning Community
University of Mississippi
University of MississippiUniversityMS38677646001159Mississippi$30,000Inclusive Excellence Learning Community
University of NebraskaLincoln
University of NebraskaLincolnLincolnNE68583470049123Nebraska$60,000Inclusive Excellence Learning Community
University of Nevada Reno
University of Nevada RenoRenoNV89557886000024Nevada$30,000Inclusive Excellence Learning Community
University of New Mexico
University of New MexicoAlbuquerqueNM87131856000642New Mexico$30,000Inclusive Excellence Learning Community
UNC Chapel Hill
UNC Chapel HillChapel HillNC275991350566001393North Carolina$30,000Inclusive Excellence Learning Community
University of Oklahoma Norman
University of Oklahoma NormanNormanOK73019731377584Oklahoma$30,000Inclusive Excellence Learning Community
University of Oregon
University of OregonEugeneOR97403464727800Oregon$30,000Inclusive Excellence Learning Community
University of Rhode Island
University of Rhode IslandKingstonRI02881056014351Rhode Island$30,000Inclusive Excellence Learning Community
University of La Verne
University of La VerneLa VerneCA91709951644026501 (C) (3)$60,000Inclusive Excellence Learning Community
University of Virginia
University of VirginiaCharlottesvilleVA229014195546001796Virginia$30,000Inclusive Excellence Learning Community
University of Wisconsin Milwaukee
University of Wisconsin MilwaukeeMilwaukeeWI532010340391805963Wisconsin$30,000Inclusive Excellence Learning Community
University of Wyoming
University of WyomingLaramieWY82071836000331Wyoming$30,000Inclusive Excellence Learning Community
University of Pennsylvania
University of PennsylvaniaPhiladelphiaPA191046205231352685501 (C) (3)$30,000Inclusive Excellence Learning Community
Washington State University
Washington State UniversityPullmanWA991641025916001108Washington$30,000Inclusive Excellence Learning Community
West Virginia University
West Virginia UniversityMorgantownWV26506556000842West Virginia$30,000Inclusive Excellence Learning Community
University of Portland
University of PortlandPortlandOR97203930401259501 (C) (3)$30,000Inclusive Excellence Learning Community
University of Richmond
University of RichmondRichmondVA23173540505965501 (C) (3)$30,000Inclusive Excellence Learning Community
Vanderbilt University
Vanderbilt UniversityNashvilleTN372401591620476822501 (C) (3)$30,000Inclusive Excellence Learning Community
Whittier College
Whittier CollegeWhittierCA90601951644048501 (C) (3)$30,000Inclusive Excellence Learning Community
Willamette University
Willamette UniversitySalemOR97301930386972501 (C) (3)$30,000Inclusive Excellence Learning Community
Xavier University
Xavier UniversityCincinnatiOH45207310537516501 (C) (3)$30,000Inclusive Excellence Learning Community
Loudoun County Public Schools
Loudoun County Public SchoolsAshburnVA20176541603768Virginia$1,000,000Loudoun County Public Schools education programs
Baylor College of Med
Baylor College of MedHoustonTX77030741613878501 (C) (3)$500,000Medical Research
Cincinnati Children's Hospl Med Ctr
Cincinnati Childrens Hospl Med CtrCincinnatiOH45229310833936501 (C) (3)$500,000Medical Research
Columbia University
Columbia UniversityNew YorkNY10032135598093501 (C) (3)$500,000Medical Research
University of California San Diego
University of California San DiegoLa JollaCA92093956006144501 (C) (3)$500,000Medical Research
Univ of Texas Southwestern Med Ctr
Univ of Texas Southwestern Med CtrDallasTX75390756002868Texas$1,355,764Medical Research
Univ Of Wisconsin-Madison
Univ Of Wisconsin-MadisonMadisonWI53715396006492Wisconsin$488,164Medical Research
Univ Of Colorado Boulder
Univ Of Colorado BoulderBoulderCO803090347846000555Colorado$89,837Multimedia
Greater Wash Community Foundation
Greater Wash Community FoundationWashingtonDC20005237343119501 (C) (3)$500,000Support educational and equity hubs in Montgomery County Public Schools
Henrietta Lacks Foundation
Henrietta Lacks FoundationLake OswegoOR97034271781502501 (C) (3)$150,000Support Foundation's charitable mission to support individuals directly impacted by historic research studies conducted on individuals without their knowledge or consent
Yale University
Yale UniversityNew HavenCT065208047060646973501 (C) (3)$60,000Science Education Alliance
Natl Inst on Scientific Teaching
Natl Inst on Scientific TeachingSTONY BROOKNY11790851429247501 (C) (3)$313,633Science Faculty Institute
New Venture Fund
New Venture FundWashingtonDC20036205806345501 (C) (3)$250,000Science Philanthropy Alliance
FieldValueIRS element (for citing)
Total501c3 Org194Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
GILLIAM FELLOWSHIPS54$7,366,500
FACULTY SCHOLARS2$712,593

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationHHMI 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES$367,006$0$0$0$21,213$0$28,500$0$15,891$0$432,610$0$0$0
SUSAN S PLOTNICK
DIRECTOR OF FINANCE & ASSISTANT TREASURER$252,157$0$0$0$1,695$0$26,314$0$37,017$0$317,183$0$0$0
MONIQUE L MARCUS
CONTROLLER$219,088$0$0$0$1,426$0$22,908$0$34,240$0$277,662$0$0$0
LAUREN T SPILIOTES ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY$444,375$0$0$0$22,708$0$28,500$0$27,749$0$523,332$0$0$0
ERIN H O'SHEA PHD
PRESIDENT$1,397,228$0$0$0$25,950$0$28,500$0$35,053$0$1,486,731$0$0$0
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION$752,507$0$0$0$24,917$0$28,500$0$27,211$0$833,135$0$0$0
DAVID CLAPHAM PHD
VP & CHIEF SCIENTIFIC OFFICER$685,564$0$0$0$156,595$0$28,500$0$39,348$0$910,007$0$0$0
DANIEL A CRONIN MBA PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER (AS OF 7/20)$262,444$0$50,000$0$20,202$0$26,760$0$6,373$0$365,779$0$0$0
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY$675,021$0$0$0$24,395$0$28,500$0$41,968$0$769,884$0$0$0
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS$655,392$0$50,000$0$22,882$0$28,500$0$35,495$0$792,269$0$0$0
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER (THRU 6/21)$1,063,906$0$1,246,517$0$27,159$0$28,500$0$31,551$0$2,397,633$0$0$0
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER (AS OF 6/21)$558,703$0$597,168$0$20,117$0$28,500$0$37,525$0$1,242,013$0$0$0
ROBERT J KOLYER JR
MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21)$559,478$0$597,794$0$27,303$0$28,500$0$36,453$0$1,249,528$0$0$0
GREGORY DENINNO
MANAGING DIRECTOR, PRIVATE INVESTMENTS$460,119$0$509,215$0$20,662$0$28,500$0$22,760$0$1,041,256$0$0$0
RICHARD A PENDER
MANAGING DIRECTOR, GLOBAL EQUITIES$539,807$0$585,023$0$23,389$0$28,500$0$34,961$0$1,211,680$0$0$0
RANDY W SCHEKMAN PHD
INVESTIGATOR$650,837$0$0$0$33,345$0$28,500$0$33,244$0$745,926$0$0$0
TOM CECH PHD
INVESTIGATOR$655,474$0$0$0$39,184$0$28,500$0$36,788$0$759,946$0$0$0
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPS$482,362$0$484,251$0$20,296$0$28,500$0$38,631$0$1,054,040$0$0$0
RICHARD AXEL MD
INVESTIGATOR$708,340$0$0$0$15,450$0$28,500$0$37,600$0$789,890$0$0$0
ERIC KANDEL MD
INVESTIGATOR$761,566$0$0$0$33,257$0$28,500$0$41,480$0$864,803$0$0$0
STEPHEN JASKO
FORMER CHIEF FINANCIAL OFFICER & TREASURER$0$0$0$0$235,204$0$0$0$0$0$235,204$0$0$0
JEREMY COMPTON
ASSISTANT CONTROLLER$169,350$0$0$0$334$0$17,034$0$11,523$0$198,241$0$0$0
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC$550,496$0$0$0$31,148$0$28,500$0$37,410$0$647,554$0$0$0
ROBERT TJIAN PHD
INVESTIGATOR/FORMER PRESIDENT$564,998$0$0$0$34,055$0$28,500$0$45,939$0$673,492$0$0$0
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS$421,321$0$0$0$5,563$0$28,500$0$32,125$0$487,509$0$0$0
JOHN PALMISANO
CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY$306,136$0$0$0$21,691$0$28,500$0$17,225$0$373,552$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useIN FISCAL YEAR 2021, HHMI'S PRESIDENT RESIDES IN AN HHMI-OWNED HOUSE ON THE HEADQUARTERS CAMPUS, FOR WHICH SHE PAYS HHMI A FAIR MARKET RENTAL RATE. 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. 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 INDIVIDUALS 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 paymentTHE INSTITUTE MADE A SEVERANCE PAYMENT TO ITS FORMER CFO & TREASURER IN THE AMOUNT OF $224,966.
Schedule J, Part I, Line 7 Non-fixed paymentsHHMI 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 exceptionWhen 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
LOUDOUN COUNTY IDA
A521310230545910AL52003-02-27$500,000,000FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUSfalsefalsefalse
LOUDOUN COUNTY IDA
B521310230545910AP62009-10-02$23,000,000FINANCE CONSTRUCTION OF JANELIA APTfalsefalsefalse
LOUDOUN COUNTY IDA
C521310230545910AQ42013-05-15$33,130,000FINANCE CONSTRUCTION OF JANELIA APT Bfalsefalsefalse
MEDCO
D521376562574205FY12008-02-15$83,500,000FINANCE CONSTRUCTION OF HQ EXPANSIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$534,028,000$0$54,203,000$0$200,000$0$0$479,625,000$0$02006falsefalseYes (true)Yes (true)
B$0$0$23,022,042$0$904,914$0$0$0$43,305$22,073,823$0$02011falsefalseYes (true)Yes (true)
C$0$0$33,145,417$0$1,173,864$0$397,311$0$0$31,574,242$0$02015falsefalseYes (true)Yes (true)
D$0$0$84,953,297$0$5,954,687$0$631,673$0$0$78,366,937$0$02010falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalsefalse
BfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse
CfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse
DfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
WELLS FARGO
AYes (true)Yes (true)Yes (true)20.0falsefalsefalsefalseYes (true)
JPMORGAN CHASE
BfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falsefalseYes (true)
WELLS FARGO BANK
CfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falsefalseYes (true)
JP MORGAN
DfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse
Dfalse

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Part IThe 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 ProceedsThe bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013 and 6/6/2019 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 ProviderThe 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 4a Part IV, Line 4aYes, for the bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2008 and 5/15/2013.
Schedule K, Part IV, Line 2c COLUMN BIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019
Schedule K, Part IV, Line 2c COLUMN CIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/09/2018
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MEDCO The calculation for computing no rebate due was performed on 02/19/2018

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MEDCO
A521376562574205FZ82008-05-15$76,500,000REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990falsefalsefalse
LOUDOUN COUNTY IDA
B52131023054601TAA42019-06-06$51,773,425FINANCE CONSTRUCTION OF JANELIA APT Cfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$76,500,000$0$0$0$0$0$0$0$76,500,000$01993Yes (true)falseYes (true)Yes (true)
B$0$0$52,384,157$0$0$0$772,575$0$0$51,611,582$0$02021falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0.00.00.0
B0.00.00.0falsefalseYes (true)Yes (true)falsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndNo Rebate DueNoRebateDueInd
GOLDMAN SACHS
AfalseYes (true)Yes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
(no name)
BfalsefalsefalsefalsefalsefalseYes (true)Yes (true)false

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIKNESH SIVANATHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSERelationshipDescriptionTxt
Transaction$142,048TransactionAmt
TransactionSALARY & BENEFITSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONSFormAndLineReferenceDesc
ExplanationAN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4b Program Service DescriptionThrough its Science Education 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) Science Education Grant and Research Programs 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 excluded because of their ethnicity or race, first-generation college students, students who transfer from community colleges, and working adults with families. In two earlier rounds of competition ("IE1" and "IE2"), 57 institutions were selected to receive 5-year grants beginning in 2017 and 2018. In the spring of 2019, HHMI announced the third round (IE3) of competition for the initiative, with the goal of adding more schools to the program in the fall of 2021. With the help of an external panel of experts, HHMI selected 108 finalists out of 354 proposals which were invited to form a Learning Community; 106 accepted the invitation and are organized into seven Learning Community Clusters (LCC) each of which comprises approximately 15 institutions. Each LCC is focused 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 2- and 4-year institutions. During Phase 1, each of the 106 finalist institutions was awarded a learning grant and each LCC a planning grant. These initial awards have been used by the schools to expand their understanding of the barriers to inclusion in the context of their selected challenge. In the spring of 2022, each of the LCCs will collectively design and propose projects aimed at their respective challenge, and we expect to begin funding of the projects in the fall of 2022. HHMI completed a pilot project with the University of Maryland, Baltimore County (UMBC), the Pennsylvania State University, and the University of North Carolina at Chapel Hill, in the collaborative Meyerhoff Adaptation Project. The pilot project aims to learn whether elements of UMBC's highly regarded Meyerhoff Scholars Program can be adapted and successfully implemented at other research universities. Building on what is being learned through the Meyerhoff Adaptation Project pilot, in 2019 HHMI announced a new initiative called Driving Change, with plans to make to up to six grants to U.S. research universities beginning in the fall of 2021. In response to the call for proposals, 99 universities submitted Letters of Intent, and 38 were selected as finalists. Driving Change grantees will: (i) develop and implement institution-centered activities aimed at creating a more inclusive STEM learning environment for all schools; (ii) develop and implement student-centered activities that will strive to achieve the outcomes of UMBC's Meyerhoff Scholars Program; and their version of UMBC's Meyerhoff Scholars Program; and (iii) actively participate in a learning community of Driving Change institutions. The HHMI Professors program empowers accomplished science faculty at leading research universities to apply the rigor and creativity that make them successful in research to important challenges in undergraduate science education. HHMI Professors model fundamental reform in the way undergraduate science is taught at research universities through innovative teaching and are encouraged to share ideas and collaborate with their peers to improve science education. In addition to their commitment to student learning, these highly visible scientists have developed new educational resources and implemented novel mentoring programs to support students. To date, 69 scientists have been named HHMI Professors. In 2021, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added 8 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 twelve years, the SEA-PHAGES program has involved more than 35,000 students-primarily freshmen and sophomores-and 500 faculty at more than 180 colleges and universities in 45 states, Puerto Rico, and the District of Columbia. The project has produced more than 170 publications, many including SEA-PHAGES students and faculty as co-authors. In 2019, a second, more advanced course was created called SEA-GENES (Gene function Exploration by a Network of Emerging Scientists). In SEA-GENES 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. There are now 19 colleges and universities participating in SEA-GENES. HHMI's Gilliam Fellowships for Advanced Study Program supports PhD students who plan to pursue careers in academic science and who are committed to advancing diversity and inclusion in science. In FY21, HHMI made 50 new awards. Each award provides an annual payment of $50,000 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 diversity and inclusion activities on the fellow's campus. In addition to supporting the graduate student, the award provides the Fellow's dissertation adviser training in culturally aware mentoring. In 2021, HHMI continued support of three laboratories that provide professional development to scientists. The three grantee institutions are the Cold Spring Harbor Laboratory on Long Island, New York, the Jackson Laboratory in Bar Harbor, Maine, and the Marine Biological Laboratory in Woods Hole, Massachusetts. Together, the three institutions are important resources for the scientific community, annually engaging hundreds of scientists at different levels of professional development-graduate students, postdoctoral scientists, and faculty members-in advanced courses and workshops, mainly during the summer. In 2021, HHMI continued support of K-12 science education activities in Maryland and Virginia. These local grantee organizations include: the Audubon Naturalist Society, the Chesapeake Bay Foundation, Loudoun County (Virginia) Public Schools, Montgomery County (Maryland) Public Schools, and Prince George's (Maryland) Public Schools. HHMI funded programs include: nature-based learning activities for students, parents, teachers, and principals; research internships for high school students; science curriculum development; professional development for middle school and high school teachers; and resource centers that enable teachers to provide authentic laboratory experiences for their students.
Form 990, Part III, Line 4b Program Service Description (Continued)(B) Educational Media Group HHMI BioInteractive, a resource for general high school biology, AP/IB biology, and college-level introductory biology teachers, has been in existence for two decades and receives 3 million visitors per year through its website. The Educational Media Group produces the science education resources for BioInteractive, 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 2021 the BioInteractive team continued to respond quickly and nimbly to support biology educators with classroom resources and professional development as they continued to deal with COVID 19 challenges. Before the pandemic, the majority of BioInteractive professional development workshops were coordinated through national and local educational institutions and organizations. To purposely reach a more diverse and inclusive audience, especially those unavailable to access educational conferences and organizations, the team started to offer online professional development direct from BioInteractive. The first events started in August and were open to all biology educators, primarily in the US and beyond. The first 52 workshops were well- received, and these online events will continue as part of BioInteractive's support for educators. On July 6-7 and 12-13, 2021, high school and higher education educators met virtually for the fifth annual HHMI Educator Professional Development Conference. The four half-day workshops focused on accessibility, inclusive teaching, and values in the classroom. Featured facilitators included Kelly Lewis and Diane Galloway, experts in organizational leadership and change. The 28 educators in the 2020 - 2023, and first, HHMI BioInteractive Ambassador Academy entered their second year of research-based professional development, focusing on peer feedback, content design, and workshop facilitation. In 2021 the Educational Media Group also developed and released interactive media on the immune system and data visualization and analysis, as well as an additional animation on the biology of SARS-CoV-2 and a short classroom film The Science of Climate Change. (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. Despite enormous challenges presented by the global pandemic, Tangled Bank was able to move forward with planned productions, launches and events this year. New films released this year: RACE FOR THE VACCINE - Race for the Vaccine tells the story of a small group of scientists who jumped into action to tackle one of the greatest medical challenges of our time: to create a vaccine against a virus no one had ever seen before, and to do it in record time during a global pandemic. The filmmakers embedded with several vaccine teams and followed them through the triumphs and setbacks they faced. The film was narrated by CNN chief medical correspondent Sanjay Gupta and aired in early 2021. MY GARDEN OF A THOUSAND BEES - This film follows wildlife filmmaker Martin Dohrn during the COVID-19 lockdown of spring and summer 2020, as he films more than 60 species of bees in his urban garden in Bristol, England. Dohrn observes how differences in behavior set different species apart from each other. Eventually, he gets so close to the bees, he can identify individuals just by looking at them. Surrounding the film, the studio launched an educational outreach effort featuring video shorts about bees created in partnership with digital media brand Seeker and educational materials created with World Wildlife Fund and PBS Learning. Film Updates: OLIVER SACKS: HIS OWN LIFE - Scheduled to debut theatrically in the spring of 2020, after debuting at the Telluride Film Festival in 2019, the film ultimately launched theatrically in September 2020. With most theaters closed, the film debuted in the U.S. and Canada mostly virtually through an innovative new platform called Kino Marquee that allowed patrons to purchase tickets from their local theaters to receive a streaming link to watch the film at home. The New York Times selected the film as a "critic's pick" and wrote a glowing review of the film. The NYT review is one of a long list of positive reviews including Variety which called it "a tender and thrilling look at the sacred demons that drove the poetic neurologist of 'Awakenings,' "Science, AARP which listed it as one of the 20 must see films this Fall, and Gold Derby, which listed the film as a serious awards contender. The film premiered on American Masters on PBS in April 2021 and is now being offered for free streaming to educational audiences across the United States. NATURE'S FEAR FACTOR - This film exploring how fear affects animal behavior in different ecosystems debuted in October 2020 on NOVA/PBS and now streams for free on the PBS website. The film features exclusive footage of the reintroduction of wild dogs (or painted wolves) to Gorongosa National Park in Mozambique. Tangled Bank also screened the film at the Jackson Wild film festival, the Nature Environment Wildlife Filmmakers (NEWF) Congress, and the Society for Environmental Journalists virtual conference followed by panel discussions. Nature's Fear Factor was selected into several prestigious film festivals including Jackson Wild, Paris Science, the DC Environmental Film Festival and the American Conservation Film Festival. It won awards at Jackson, Sibersalz and Realscreen and will screen at the Wild and Scenic Film festival in 2021. (D) Hanna H. Gray Fellows Program Since 2017, HHMI has held regular open competitions to recruit and retain early-career scientists who are from gender, racial, ethnic, and other groups underrepresented in the life sciences, including those from disadvantaged backgrounds. 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 66 fellows to support, and will invest a total of up to $110 million for their support over eight years. A fifth competition is currently underway, with plans to select up to 25 new fellows by Summer 2022. (E) Faculty Scholars HHMI, together with the Simons Foundation, and the Bill & Melinda Gates Foundation continued to provide grant support to 67 Faculty Scholars during the current fiscal year, early-career scientists who have great potential to make unique contributions to their field. The scientists represent 36 institutions across the United States. Through the Faculty Scholars Program, HHMI and its partner philanthropies will spend up to $67.5 million over five years to support the scientists selected to receive grants. The range of five-year grant award totals is $600,000-$1.8 million, including indirect costs. Faculty Scholars are required to devote at least 50 percent of their total effort to the direct conduct of research. (F) eLife Open Access Journal HHMI, together with Wellcome and 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 directed 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 in late 2012 and is publishing articles online on a regular basis.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 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 policyIn 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 Chairman of the Trustees.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT AND 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 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 2020 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2021: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT AND 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 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 2020 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2021: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS.
Form 990, Part VI, Line 19 Required documents available to the publicHHMI's practice has been to make a copy of its charter and by-laws 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 RevenueALL OTHER REVENUE - Total Revenue: 1239312, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1239312;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesGrant write-offs - 2367294; Grant refunds - 1764921; Deferred tax benefit - -3527147; Pension Actuarial Adjustments - 27453462;
Schedule A, Part I, Line 4 List of Hospital AffiliationsList of hospital affiliations for e-filing: Hospital, City, State, Zip Code- Baylor-affil hosps, Houston, TX 77030/ Brandeis-affil hsps, Waltham, MA 02254/ CalTech-affil hosps, Pasadena, CA 91125/ Carnegie-affil hsps, Baltimore, MD 21218/ Children's Hosp, Boston, MA 02115/ Children's Hosp, Cincinnati, OH 45229/ Columbia-affil hsps, New York, NY 10027/ Cornell-affil hosps, New York, NY 14853/ CSHL-affil hosps, Cold Spring Harbor, NY 11724/ Dana-Farber, Boston, MA 02115/ Duke-affil hosps, Durham, NC 27706/ Fred Hutch , Seattle, WA 98109/ Harvard-affil hosps, Cambridge, MA 02138/ Indiana-affil hosp, Bloomington, IN 47405/ JHopkins Hosp, Baltimore, MD 21205/ JHU-affil hosps, Baltimore, MD 21218/ Mass Gen Hosp, Boston, MA 02129/ MichSU-affil hosps, Lansing, MI 48824/ MIT-affil hosps, Boston, MA 02139/ MSKCC-affil hosps, New York, NY 10021/ NWU-affil hosps, Evanston, IL 60208/ NYU-NYU Hosps, New York, NY 10016/ OHSU-OHSU Hosp, Portland, OR 97239/ Princeton-affil hosps, Princeton, NJ 08544/ PSU-affil hosps, State College, PA 16802/ Rockefeller-Hosp, New York, NY 10021/ Salk-affil hosps, La Jolla, CA 92093/ Scripps-affil hosps, La Jolla, CA 92037/ St. Jude, Memphis, TN 38105/ Stanford-affil hosps, Palo Alto, CA 94305/ Stowers-affil hosps, Kansas City, MO 64110/ TJL-affil hosps, Bar Harbor, ME 04609/ UCB-affil hosps, Berkeley, CA 94720/ UC-Davis-affil hsp, Davis, CA 95616/ UChi-affil hosp, Chicago, IL 60637/ UCLA-Med Ctr-affil hosps, Los Angeles, CA 90095/ UColo-affil hosp, Boulder, CO 80309/ UColo-affil hosp, Denver, CO 80204/ UCSC-affil hosps, Santa Cruz, CA 95064/ UCSD-affil hosps, San Diego, CA 92093/ UCSF-UCSF Hosps, San Francisco, CA 94143/ UIllinois-affil hsp, Urbana, IL 61801/ UIowa-UIowa Hosps, Iowa City, IA 52242/ UMass-Med Ctr, Worcester, MA 01605/ UMD-affil hosp, Baltimore, MD 21201/ UMD-affil hosp, College Park, MD 20742/ UMich-UMich Hosp, Ann Arbor, MI 48109/ UMinn-affil hosps, Minneapolis, MN 55414/ UNC-affil hosps, Chapel Hill, NC 27599/ UOregon-affil hsp, Eugene, OR 97403/ UPenn-UPenn Hosp, Philadelphia, PA 19104/ UT-Austin-UT Hosp, Austin, TX 78712/ UTSW-UTSW Hosps, Dallas, TX 75390/ UUtah-UUtah Hosps, Salt Lake City, UT 84112/ UWash-Med Ctr, Seattle, WA 98195/ UWisc-affil hosps, Madison, WI 53706/ Whitehead-affil hosps, Cambridge, MA 02138/ YaleU-affil hosp, New Haven, CT 06520
Schedule A, Part I, Line 4 MRO QualificationThe Institute is a medical research organization for its taxable year ended August 31, 2021, as its expenditures of $751,459,778 on a cash basis for the year ended August 31, 2020 exceeded the MRO requirement of $722,590,759 (3.5% of the HHMI endowment).

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
HHMI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$40,988,658$645,796,988
HHMI III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI IV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$541,492$61,169,076
HHMI VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XIV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI-SA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815RESEARCHDEHHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVAHHMI$804,183
LSV ADVANTAGE INTERNATIONAL III LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDEHHMI-$56,737$5,104,087
LSV ADVANTAGE INTERNATIONAL III-B LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDEHHMI$4,267,497$114,601,825
LSV ADVANTAGE INTL III (CAYMAN) LTD
INVESTMENTHHMI-$76,846$2,583,47889 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205980689621CJ
LSV ADVANTAGE INTL III-B (CAYMAN) LTD
INVESTMENTHHMI$1,862,371$54,963,45489 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205981087158CJ
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDEHHMI$2,627471329820
PSG LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI-$251,084
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVAHHMI
SPRUGOS INVESTMENTS II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$96,146,140$388,429,700
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$32,448,532$286,890,477
SPRUGOS INVESTMENTS VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$34,416,895$275,699,459
SPRUGOS INVESTMENTS X LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS XI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$28,495,982$193,434,341
SPRUGOS INVESTMENTS XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$1,201$49,947
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDEHHMI$201,883$388,838

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line2USAddress/AddressLine2Txt
AGHAP FEEDER LLC
601 CARLSON PKWY STE 200MINNETONKAMN55305822892485INVESTMENTDEHHMIExcluded$6,075,532$14,103,603false$3,286,479false0.6391
APCM OPPORTUNITY FUND LP
530 FIFTH AVENUE 20TH FLOORNEW YORKNY10036841808166INVESTMENTDEHHMIExcluded$3,292,670$41,985,031falsefalse0.99
BROWNING WEST SPV 3 LP
INVESTMENTDEHHMIExcluded$0$0falsefalse0.6685WALKERS CORPORATE27 HOSPITAL ROADGEORGE TOWNGRAND CAYMANCJKY19009
CERBERUS HH PARTNERS LP
981102879INVESTMENTHHMIExcluded$1,350,898$29,546,102falsefalse0.853ONE NEXUS WAYCAMANA BAYGRAND CAYMANCJKY19005CJ
COLHM STRATEGIC PARTNERS LP
515 SOUTH FLOWER ST 44TH FLLOS ANGELESCA90071453436140INVESTMENTCAHHMIExcluded-$7,894,467$32,515,098falsefalse0.9992
DARK ROAST CAPITAL LP
130 W 42ND ST 20TH FLNEW YORKNY10036INVESTMENTDEHHMIExcluded-$1,339,860$23,955,694falsefalse0.7323
DIAKRISIS FUND LP
2777 SUMMER STREET SUITE 301STAMFORDCT06905352577920INVESTMENTCTHHMIExcluded$4,137,396$183,026,985falsefalse0.6206
EMMA 1 MASTER FUND LP
411 WEST PUTNAM AVENUEGREENWICHCT06830981500184INVESTMENTEMMA 1 FEEDER FUND LTDExcluded-$1,029,615$199,035,451falsefalse0.9947CJ
ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP
410 GREENWICH AVENUEGREENWICHCT06830823123572INVESTMENTCTHHMIExcluded$1,094,024$100,156,689falsefalse0.7657
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
1313 DOLLEY MADISON BLVDMCLEANVA22101825280920INVESTMENTVAHHMIExcluded$1,006,682$90,481,452falsefalse0.9785SUITE 306
FORTRESS INVESTMENT FUND V (COINVESTMENT FUND B) LP
1345 AVENUE OF THE AMERICASNEW YORKNY10105980537744INVESTMENTHHMIExcluded$470,874$16,534,363falsefalse0.9995CJ46FL
GEM BVP CO-INV-A LP
900 NORTH MICHIGAN AVENUECHICAGOIL60611472251559INVESTMENTILHHMIExcluded$52,753$4,518,486falsefalse0.9999SUITE 1450
HH ELLINGTON MASTER FUND II LTD
INVESTMENTHH ELLINGTON FUND II LTDExcluded$39,965,922$293,650,400falsefalse0.9122WALKER HOUSE 87 MARY STGEORGE TOWNGRAND CAYMANCJKY11104CJ
ELLINGTON SYSTEMATIC MASTER FUND LTD FKA HH ELLINGTON MASTER FUND LTD
981020904INVESTMENTHH ELLINGTON SYSTEMATIC CREDIT FUND LTDExcluded$31,282,036$559,415,007falsefalse0.922WALKER HOUSE 87 MARY STGEORGE TOWNGRAND CAYMANCJKY11104CJ
HH HOLDCO CO-INVESTMENT FUND LP
32 BROADWAY SUITE 1201NEW YORKNY10017300864915INVESTMENTNYHHMIExcluded$79,336$2,480,095falsefalse0.883
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP
INVESTMENTHHMIExcluded$0$19,184,720falsefalse0.771JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
INVESTMENTHHMIExcluded$16,714$27,209,913falsefalse0.8791JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
INVESTMENTHHMIExcluded$17,807$27,209,995falsefalse0.8791JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
INVESTMENTHHMIExcluded$16,638$27,209,996falsefalse0.8791JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
INVESTMENTHHMIExcluded$0$5,932,325falsefalse0.8108
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
INVESTMENTHHMIExcluded$0$5,932,325falsefalse0.8108
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
INVESTMENTHHMIExcluded$0$5,932,325falsefalse0.8108
MADISON ACQUISITION 4 LP
540 MADISON AVENUE 33RD FLNEW YORKNY10022364705548INVESTMENTDELSV ADVANTAGE INTERNATIONAL III-B LLCExcluded$277,391$5,627,684falsefalse0.6295
MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD
INVESTMENTMSOF HOLDINGS LTDExcluded$38,162,955$362,869,794falsefalse0.9518CJ
MSOF HOLDINGS LTD
INVESTMENTMONARCH SPECIAL OPPORTUNITIES FUND LTDExcluded$36,323,571$345,380,196falsefalse0.9518CJ
PRISMA CAPITAL SPECIAL SITUTATIONS FUND I C LP
INVESTMENTPRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LPExcluded$2,113,213$33,754,973falsefalse0.5619C/O 152928 CANADA INC 199 BAY ST5300 COMMERCE COURT WESTTORONTOONTARIOCAM5L1B9CA
PSSI CO-INVESTMENT 1 LP
981492831INVESTMENTHHMIExcluded$11,314,526$47,761,313falsefalse0.7547CA
PSSI COINVESTMENT 3 LP
981536870INVESTMENTPSSI COINVESTMENT 3 FEEDER LPExcluded$59$6,760,522falsefalse1CA
RCH OIL AND GAS MIDSTREAM FUND
3953 MAPLE AVENUEDALLASTX75219831010065INVESTMENTTXHHMIExcluded-$105,958,523$81,315,759falsefalse0.9999SUITE 180
SERENGETI MULTI-SERIES INTERMEDIATE LLC SERIES HH
INVESTMENTDESERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HHExcluded$5,672,458$37,296,677falsefalse0.97282 BLOOR STREET EASTSUITE 2700TORONTOONTARIOCAM4W1A8
SERENGETI MULTI-SERIES MASTER LLC SERIES HH
INVESTMENTDESERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HHExcluded$5,672,458$37,296,677falsefalse0.97282 BLOOR STREET EASTSUITE 2700TORONTOONTARIOCAM4W1A8
SOLUS OPPORTUNITIES FUND 2 LP
410 PARK AVENUE 11TH FLOORNEW YORKNY10022463541945INVESTMENTNYHHMIExcluded$234,365$19,342,615falsefalse0.8792
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
INVESTMENTHHMIExcluded-$473,875$327,265falsefalse089 NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY19007CJ

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINAddress Line2ForeignAddress/AddressLine2Txt
37 CAPITAL BLUESCALE FUND LTD
100 FEDERAL STREETBOSTONMA02110INVESTMENTCJHHMIC Corporation$20,831,714$134,738,6990.6381Yes (true)
BLANTYRE MULANJ SPC
INVESTMENTCJHHMIC Corporation$133,360$32,279,2530.61Yes (true)PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104981398881
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
INVESTMENTCJHHMIC Corporation$1,494,581$123,931,3370.2757Yes (true)PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104981398883
BLANTYRE SPECIAL SITUATIONS FUND II LIMITED
INVESTMENTCJHHMIC Corporation$9,959,6030.8072Yes (true)PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104
BROWNING WEST CAYMAN FUND LP
INVESTMENTCJHHMIC Corporation-$1,048,781$125,172,7690.6381Yes (true)WALKERS CORPORATEGEORGE TOWNGRAND CAYMANCJKY1900998149740027 HOSPITAL ROAD
EJF IB FINANCING LP
INVESTMENTCJHHMIC Corporation$644,592$13,961,9981Yes (true)WALKERS CORPORATEGEORGE TOWNGRAND CAYMANCJKY1900827 HOSPITAL ROAD
EMMA 1 FEEDER FUND LTD
INVESTMENTCJHHMIC Corporation-$1,186,226$157,503,4051Yes (true)89 NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205
HH ELLINGTON FUND LTD
INVESTMENTCJHHMIC Corporation$32,120,945$140,523,9331Yes (true)WALKER HOUSE 87 MARY STREETGEORGE TOWNGRAND CAYMANCJKY11104
HH ELLINGTON FUND II LTD
INVESTMENTCJHHMIC Corporation$42,950,647$157,545,4791Yes (true)WALKER HOUSE 87 MARY STREETGEORGE TOWNGRAND CAYMANCJKY11104
LSV ADVANTAGE INTERNATIONAL III LTD
INVESTMENTCJHHMIC Corporation$67,898$541,5831Yes (true)89 NEXUS WAY 2/F CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205981300995
LSV ADVANTAGE INTERNATIONAL III-B LTD
INVESTMENTCJHHMIC Corporation$320,328$16,044,3381Yes (true)89 NEXUS WAY 2/F CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205981315328
LSV ADVANTAGE INTERNATIONAL III-C LTD
INVESTMENTCJHHMIC Corporation$1,021,234$31,471,3661Yes (true)89 NEXUS WAY 2/F CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205981331158
MONARCH SPECIAL OPPORTUNITIES FUND LTD
INVESTMENTCJHHMIC Corporation$36,233,579$347,937,2830.9588Yes (true)
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
INVESTMENTCJHHMIC Corporation$36,920,728$258,814,5290.9657Yes (true)89 NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY19007
PORTSEA FUND SICAV PLC
INVESTMENTMTHHMIC Corporation$4,749,641$238,575,7340.5939Yes (true)
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
INVESTMENTCAHHMIC Corporation$1,676,372$61,404,1130.9398Yes (true)199 BAY ST 5300 COMMERCE COURT WESTTORONTOONTARIOCAM5L1B9
PSSI COINVESTMENT 3 FEEDER LP
INVESTMENTCAHHMIC Corporation-$12,507,830$4,762,4361Yes (true)981552419
SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH
INVESTMENTCJHHMIC Corporation$5,672,458$36,423,5910.9728Yes (true)2 BLOOR STREET EAST STE 2700TORONTOONTARIOCAM4W1A8
SPECIAL SITUATIONS HH CARRY LP
INVESTMENTCJHHMIC Corporation$1,052,375$1,057,9311Yes (true)PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104
SPRUGOS MAURITIUS I LTD
INVESTMENTMPHHMIC Corporation$0$00Yes (true)
SQN INVESTORS OFFSHORE LTD
INVESTMENTCJHHMIC Corporation-$25,457,962$323,201,4390.5412Yes (true)
STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP
125 GAITHER DR STE LMOUNT LAURELNJ08054INVESTMENTCJHHMIC Corporation$1,125,985$31,190,1171Yes (true)611892450
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
125 GAITHER DR STE LMOUNT LAURELNJ08054INVESTMENTCJHHMIC Corporation$24,578,786$863,622,1891Yes (true)981520753
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
125 GAITHER DR STE LMOUNT LAURELNJ08054INVESTMENTCJHHMIC Corporation$0-$16,8171Yes (true)981568847
WILLA A LP
INVESTMENTJEHHMIC Corporation-$1,815$15,198,6881Yes (true)981380677
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (53 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AGHAP Feeder LLC
S$4,837,868FMV
APCM OPPORTUNITY FUND LP
S$2,000,000FMV
Blantyre Mulanje SPC
B$30,761,194FMV
Blantyre Mulanje SPC
S$21,040,085FMV
Blantyre Special Situation Fund I Limited
B$31,216,301FMV
Blantyre Special Situations Fund II Limited
B$9,240,372FMV
Browning West Cayman Fund LP
B$50,000FMV
Browning West Cayman Fund LP
S$203,261,999FMV
Browning West SPV 3 LP
B$50,000,000FMV
Cerberus HH Partners LP
S$6,455,224FMV
ColHM Strategic Partners LP
S$5,601,524FMV
Diakrisis Fund LP
B$35,000,000FMV
EJF IB Financing
B$1,229FMV
EJF IB Financing
S$2,500,000FMV
Ellington Systematic Credit Fund Ltd (fka HH Ellington Fund Ltd)
B$134,643,356FMV
Endeavour Capital Private Investments I LP
B$10,000,000FMV
Endeavour Capital Private Investments I LP
S$995,406FMV
GEM BVP CO-INV-A
B$4,500,000FMV
HH Ellington Fund II Ltd
S$235,275,000FMV
IG4 Capital Infrastructure Co-Investments B1 LP
B$6,200,112FMV
IG4 Capital Infrastructure Co-Investments B1 LP
S$481,500FMV
IG4 Capital Infrastructure Co-Investments B2 LP
B$6,200,112FMV
IG4 Capital Infrastructure Co-Investments B2 LP
S$481,500FMV
IG4 Capital Infrastructure Co-Investments B3 LP
B$6,200,112FMV
IG4 Capital Infrastructure Co-Investments B3 LP
S$481,508FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
B$16,695,495FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
S$2,660,333FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
B$16,695,495FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
S$2,660,333FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
B$16,695,495FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
S$2,660,333FMV
LSV Advantage International III Ltd
B$40,249FMV
LSV Advantage International III Ltd
S$81,449FMV
LSV Advantage International III-B Ltd
B$261,576FMV
LSV Advantage International III-B Ltd
S$1,652,935FMV
LSV Advantage International III-C Ltd
B$514,706FMV
LSV Advantage International III-C Ltd
S$3,021,196FMV
Madison Acquisition 4 LP
B$204,350FMV
Madison Acquisition 4 LP
S$1,381,188FMV
Monarch Special Opportunities Fund Ltd - Series A Series B
B$42,000,000FMV
Monarch Special Opportunities Fund Ltd - Series A Series B
S$190,473,080FMV
Portsea Fund SICAV PLC
B$379,742FMV
Portsea Fund SICAV PLC
S$186FMV
Prisma Capital Special Situations Feeder I LP
B$13,544,571FMV
PSSI CO-INVESTMENT 1 LP
S$54,515,883FMV
PSSI Coinvestment 3 Feeder LP
B$33,394,343FMV
Serengeti Muti-Series Master LLC Series HH
S$40,567,050FMV
Solus Opportunities Fund 2 LP
S$2,400,000FMV
Star Asia Japan Special Situations III Feeder LP
S$2,592,732FMV
Star Asia Japan Special Situations IV Feeder LP
B$29,888,960FMV
Star Asia Japan Special Situations IV Feeder LP
S$35,911,649FMV
Tourmalet Matawin Offshore Fund VI-A LP
S$326,804FMV
Willa A LP
S$635,208FMV