2022-02-08T13:00:21-06:00 2021-08-31 134008324 PRICEWATERHOUSECOOPERS LLP 655 New York Ave NW Ste 1100 Washington DC 20001 990 2020-09-01 590735717 Howard Hughes Medical Institute HOWA 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 Monique L Marcus Controller 2022-02-08 true Monique L Marcus 999009999 TRAVIS L PATTON P00369623 2024141000 2020 2022-09-23 18:48:47Z Erin O'Shea 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 36184309975 false X WWW.HHMI.ORG X 1953 DE THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION. 11 11 2332 0 -3543263 0 1998109 2210362 3771764 2223724 1451456638 2072096518 10063170 20263474 1467289681 2096794078 56133715 36219347 0 396520729 381757458 0 0 494723216 536787278 947377660 954764083 519912021 1142029995 23840455852 29343107763 2608555667 2244173151 21231900185 27098934612 THE 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." false false 666364697 0 2425607 MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (A) The HHMI Investigator Program The Howard Hughes Medical Institute's approach to biomedical research can be summarized in three words: people, not projects. By employing scientists as HHMI Investigators - rather than awarding research grants - the Institute provides long-term, flexible funding that enables its researchers to pursue their scientific interests wherever they lead. HHMI believes that scientists of exceptional talent and imagination will make fundamental discoveries of lasting scientific value and benefit to humanity if they are given the resources, time, and freedom to pursue challenging questions. HHMI Investigators receive a seven-year appointment, which is renewable pending favorable scientific review. The Institute nurtures the creativity and intellectual daring of scientists who are willing to set aside conventional wisdom or the "easy" question for a fundamental problem that may take many years to solve. Among the characteristics that distinguish this group of scientists are qualities such as creativity, a penchant for risk-taking, and a commitment to discovery, productivity, and perseverance. This unique research model is an imaginative and powerful alternative to funding biomedical research through grants. The HHMI Investigator Program employs more than 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. 73100922 35973617 -201883 SCIENCE 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) 245775 245730 SUPPORT 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. 739711394 true true false true false false false false false true true false false true true false true false false true true false false false false false true true true true false false false false false false false false true false false false false false true true true true false false true X 574 0 true 2332 true true true true HK IN ID EI IT JA JE JO KS LU MY MT AS MP MX MN NL RP RS SN SF SP SW SZ TW TH TU BE AE UK BD BR VI CA CJ CI DA FI FR GM GK false false false false false false false false true false X 11 11 false false false false false false false true true false false true true true true true true true true false CA IL IN MA NY OR AZ X MONIQUE L MARCUS 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 ALISON F RICHARD PHD TRUSTEE, CHAIR EDUCATION COMM 4.0 0.0 X 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 150000 false true 8048 158048 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY OTHER 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. 807737 90410181 91217918 10248413 849772169 406245465 453775117 347973031 335194877 12778154 603842224 462331901 141510323 921448 90912270 26078088 65755630 765037142 PRIVATE EQUITY & REAL ESTATE 8430049315 F DISTRESSED & CREDIT SENSITIVE 2489340642 F HEDGED EQUITY 2773271280 F MARKET NEUTRAL 2027338858 F EQUITY COMMINGLED 5641667758 F 21361667853 SHORT POSITIONS 181073767 INVESTMENT PURCH PENDING SALES 42364415 CURRENCY EXCH CONTRACTS PAY 11587411 DEFERRED COMPENSATION LIAB 71395405 SWAP UNREALIZED LOSS 182273443 INVESTMENT MANAGEMENT FEES PAYABLE 9639094 DEFERRED INCOME 1691753 INTEREST & DIVIDENDS ON SHORT STOCKS & BONDS 426995 CONTRACT FOR DIFFERENCES LIABILITY 1674025 FUTURE CONTRACTS LIABILITY POSITION 28472763 REPURCHASE OBLIGATIONS 300780617 LEASE OBLIGATIONS 138544714 EQUITY SWAPS - LIABILITIES 41645 OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL 59905365 1029871412 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to August 31, 2017. true Central America and the Caribbean Investments 9371484513 North America (Canada & Mexico only) Investments 255677254 Europe (Including Iceland and Greenland) Investments 1791981478 Sub-Saharan Africa Investments 4013047 East Asia and the Pacific Investments 104883999 South Asia Investments 52368 Central America and the Caribbean ,Investment Management Fees 9596160 North America (Canada & Mexico only) ,Investment Management Fees 2947063 Europe (Including Iceland and Greenland) ,Investment Management Fees 16109365 Europe (Including Iceland and Greenland) Grantmaking 245730 Europe (Including Iceland and Greenland) Program Services Science ED/e-life 3304703 South America 2 Program Services Science Ed / Educational Media 6650 North America (Canada & Mexico only) 3 Program Services Science Ed / Educational Media 6600 East Asia and the Pacific 3 Program Services Science Ed / Tangled Bank 86273 South Asia 2 Program Services Science Ed / Tangled Bank 300080 Europe (Including Iceland and Greenland) 17 Program Services Science Ed / Tangled Bank 2437041 0 27 0 0 0 27 11563132324 0 11563132324 Europe (Including Iceland and Greenland) Open Access 245730 WIRE 1 0 true true true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds DURING 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 FUNDS DURING 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. 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501 (C) (3) 50000 Driving Change Learning Community Rice University Rice University Houston TX 77005 741109620 501 (C) (3) 50000 Driving Change Learning Community Rutgers University Rutgers University Camden NJ 08102 226001086 501 (C) (3) 50000 Driving Change Learning Community Trustees of Dartmouth College Trustees of Dartmouth College Hanover NH 03755 020222111 501 (C) (3) 50000 Driving Change Learning Community Tufts University Tufts University Somerville MA 02144 042103634 501 (C) (3) 50000 Driving Change Learning Community University of Dayton University of Dayton Dayton OH 45469 310536715 501 (C) (3) 50000 Driving Change Learning Community Vanderbilt University Vanderbilt University Nashville TN 372401591 620476822 501 (C) (3) 50000 Driving Change Learning Community Washington University in St Louis Washington University in St Louis St Louis MO 63112 430653611 501 (C) (3) 50000 Driving Change Learning Community Wayne State University Wayne State University Detroit MI 48202 386028429 501 (C) (3) 50000 Driving Change Learning Community UMBC UMBC Baltimore MD 21250 526002033 Maryland 2100000 Driving Change Allegheny College Allegheny College Meadville PA 16335 250965212 501 (C) (3) 30000 Inclusive Excellence Learning Community Boston University Boston University Boston MA 02215 042103547 501 (C) (3) 30000 Inclusive Excellence Learning Community Bryn Mawr College Bryn Mawr College Bryn Mawr PA 19010 231352621 501 (C) (3) 30000 Inclusive Excellence Learning Community Centre College Centre College Danville KY 404221394 610444671 501 (C) (3) 30000 Inclusive Excellence Learning Community Coker University Coker University Hartsville SC 29550 570324916 501 (C) (3) 30000 Inclusive Excellence Learning Community College of Saint Benedict College of Saint Benedict Saint Joseph MN 563742099 410969244 501 (C) (3) 30000 Inclusive Excellence Learning Community College of the Holy Cross College of the Holy Cross Worcester MA 016102395 042103558 501 (C) (3) 60000 Inclusive Excellence Learning Community CUNY Queens College CUNY Queens College New York NY 10036 131988190 501 (C) (3) 30000 Inclusive Excellence Learning Community Drexel University Drexel University Philadelphia PA 19102 231352630 501 (C) (3) 60000 Inclusive Excellence Learning Community Elon University Elon University Elon NC 27244 560532303 501 (C) (3) 30000 Inclusive Excellence Learning Community Emmanuel College Emmanuel College Boston MA 02115 042105769 501 (C) (3) 30000 Inclusive Excellence Learning Community Fairfield University Fairfield University Fairfield CT 068245195 060646623 501 (C) (3) 30000 Inclusive Excellence Learning Community Fisk University Fisk University Nashville TN 37208 620202000 501 (C) (3) 30000 Inclusive Excellence Learning Community Fordham University Fordham University Bronx NY 104585149 131740451 501 (C) (3) 30000 Inclusive Excellence Learning Community Franklin & Marshall College Franklin Marshall College Lancaster PA 17604 231352635 501 (C) (3) 60000 Inclusive Excellence Learning Community Furman University Furman Greenville SC 29613 570314395 501 (C) (3) 30000 Inclusive Excellence Learning Community Gannon University Gannon University Erie PA 16541 250496976 501 (C) (3) 30000 Inclusive Excellence Learning Community Georgia Tech Research Corporation Georgia Institute of Technology Atlanta GA 30062 580603146 501 (C) (3) 30000 Inclusive Excellence Learning Community Gettysburg College Gettysburg College Gettysburg PA 173251400 231352641 501 (C) (3) 30000 Inclusive Excellence Learning Community Georgia Gwinnett College Georgia Gwinnett College Lawrenceville GA 30043 270124698 Georgia 30000 Inclusive Excellence Learning Community Gustavus Adolphus College Gustavus Adolphus College Saint Peter MN 56082 410695524 501 (C) (3) 30000 Inclusive Excellence Learning Community Hamilton College Hamilton College Clinton NY 13323 150532200 501 (C) (3) 30000 Inclusive Excellence Learning Community Hartwick College Hartwick College Oneonta NY 13820 150533561 501 (C) (3) 30000 Inclusive Excellence Learning Community Haverford College Haverford College HAVERFORD PA 19041 236002304 501 (C) (3) 30000 Inclusive Excellence Learning Community Howard University Howard University Washington DC 20059 530204707 501 (C) (3) 30000 Inclusive Excellence Learning Community King University King University Bristol TN 37620 581363100 501 (C) (3) 30000 Inclusive Excellence Learning Community Lane College Lane College Jackson TN 38301 620570060 501 (C) (3) 30000 Inclusive Excellence Learning Community Marian University Marian University Indianapolis IN 46222 350868175 501 (C) (3) 30000 Inclusive Excellence Learning Community Auburn University at Montgomery Auburn University at Montgomery Montgomery AL 36124 636000724 Alabama 30000 Inclusive Excellence Learning Community Boise State University Boise State University Boise ID 836421247 820290701 Idaho 30000 Inclusive Excellence Learning Community Michigan State University Michigan State University East Lansing MI 48879 386005984 501 (C) (3) 30000 Inclusive Excellence Learning Community CA Polytechnic State Univ CA Polytechnic State Univ San Luis Obispo CA 934070443 204927897 California 30000 Inclusive Excellence Learning Community CA State University-East Bay CA State University-East Bay Hayward CA 94542 941524922 California 30000 Inclusive Excellence Learning Community CA State University-Stanislaus CA State University-Stanislaus Turlock CA 95382 770207337 California 30000 Inclusive Excellence Learning Community Middlebury College Middlebury College Middlebury VT 05753 030179298 501 (C) (3) 30000 Inclusive Excellence Learning Community Clemson University Clemson University Clemson SC 296345355 576000254 South Carolina 30000 Inclusive Excellence Learning Community Cleveland State University Cleveland State University Cleveland OH 441152214 340966056 Ohio 30000 Inclusive Excellence Learning Community Monmouth College Monmouth College Monmouth IL 61462 370661228 501 (C) (3) 30000 Inclusive Excellence Learning Community Mount Holyoke College Mount Holyoke College South Hadley MA 01075 042103578 501 (C) (3) 30000 Inclusive Excellence Learning Community Dalton State College Dalton State College Dalton GA 30720 580975068 Georgia 30000 Inclusive Excellence Learning Community National University National University La Jolla CA 92037 237172306 501 (C) (3) 30000 Inclusive Excellence Learning Community Nebraska Wesleyan University Nebraska Wesleyan University Lincoln NE 68504 470376524 501 (C) (3) 30000 Inclusive Excellence Learning Community Florida International University Florida International University Miami FL 33199 650177616 Florida 30000 Inclusive Excellence Learning Community Florida State University Florida State University Tallahassee FL 32310 593211153 Florida 60000 Inclusive Excellence Learning Community Northwestern University Northwestern University Evanston IL 60208 362167817 501 (C) (3) 30000 Inclusive Excellence Learning Community Fort Lewis College Fort Lewis College Durango CO 81301 846000556 Colorado 30000 Inclusive Excellence Learning Community Occidental College Occidental College Los Angeles CA 90041 951667177 501 (C) (3) 30000 Inclusive Excellence Learning Community Oglethorpe University Oglethorpe University Atlanta GA 303192737 580568698 501 (C) (3) 30000 Inclusive Excellence Learning Community Otterbein University Otterbein University Westerville OH 43081 314379532 501 (C) (3) 30000 Inclusive Excellence Learning Community Pomona College Pomona College Claremont CA 917114434 951664112 501 (C) (3) 30000 Inclusive Excellence Learning Community Georgia Southern University Georgia Southern University Statesboro GA 30460 582354256 Georgia 30000 Inclusive Excellence Learning Community Georgia State University Georgia State University Atlanta GA 303023999 581845423 Georgia 30000 Inclusive Excellence Learning Community Providence College Providence College Providence RI 029180001 050258932 501 (C) (3) 30000 Inclusive Excellence Learning Community Illinois State University Illinois State University Normal IL 61761 376014070 Illinois 30000 Inclusive Excellence Learning Community Rollins College Rollins College Winter Park FL 32789 590624440 501 (C) (3) 30000 Inclusive Excellence Learning Community Metropolitan State University Metropolitan State University Saint Paul MN 551065000 411687554 Minnesota 30000 Inclusive Excellence Learning Community Simmons University Simmons University Boston MA 021155820 042103629 501 (C) (3) 30000 Inclusive Excellence Learning Community Montana State University Montana State University Bozeman MT 597172470 816010045 Montana 30000 Inclusive Excellence Learning Community Skidmore College Skidmore College Saratoga Springs NY 12866 141338562 501 (C) (3) 30000 Inclusive Excellence Learning Community Southern Illinois University Edward Southern Illinois University Edward Edwardsville IL 620261046 370986220 501 (C) (3) 30000 Inclusive Excellence Learning Community St John's University St Johns University Queens NY 11439 111630830 501 (C) (3) 30000 Inclusive Excellence Learning Community NC A & T State University NC A T State University GREENSBORO NC 27411 566000007 North Carolina 30000 Inclusive Excellence Learning Community The College of Wooster The College of Wooster Wooster OH 44691 340714654 501 (C) (3) 30000 Inclusive Excellence Learning Community Portland State University Portland State University Portland OR 97207 364776757 Oregon 30000 Inclusive Excellence Learning Community Trinity University Trinity University San Antonio TX 78212 741109633 501 (C) (3) 30000 Inclusive Excellence Learning Community Rowan University Rowan University Glassboro NJ 08028 222482802 New Jersey 30000 Inclusive Excellence Learning Community Tuskegee University Tuskegee University Tuskegee AL 36088 630288878 501 (C) (3) 30000 Inclusive Excellence Learning Community St Mary's College of Maryland St Marys College of Maryland StMarys City MD 20686 526002033 Maryland 30000 Inclusive Excellence Learning Community State Univ of New York New Paltz State Univ of New York New Paltz Albany NY 122010009 141368361 New York 30000 Inclusive Excellence Learning Community SUNY Empire State College SUNY Empire State College Saratoga Springs NY 12866 141368361 New York 30000 Inclusive Excellence Learning Community The Pennsylvania State University The Pennsylvania State University University Park PA 168027000 246000376 Pennsylvania 30000 Inclusive Excellence Learning Community Union College Union College Schenectady NY 12308 141338580 501 (C) (3) 30000 Inclusive Excellence Learning Community Univ Ana G Mendez-Cupey Campus Univ Ana G Mendez-Cupey Campus San Juan PR 009281345 660201206 501 (C) (3) 30000 Inclusive Excellence Learning Community University of Alaska Anchorage University of Alaska Anchorage Fairbanks AK 997756540 926000147 Alaska 60000 Inclusive Excellence Learning Community University of California Irvine University of California Irvine Irvine CA 92610 952226406 California 30000 Inclusive Excellence Learning Community UC Riverside UC Riverside Riverside CA 925210001 956006142 California 30000 Inclusive Excellence Learning Community UC Santa Cruz UC Santa Cruz Santa Cruz CA 95064 941539563 California 30000 Inclusive Excellence Learning Community University of Colorado Boulder University of Colorado Boulder Denver CO 80203 846000555 Colorado 30000 Inclusive Excellence Learning Community University of Connecticut University of Connecticut Storrs CT 06269 060772160 Connecticut 30000 Inclusive Excellence Learning Community University of Georgia University of Georgia Athens GA 30602 581353149 Georgia 30000 Inclusive Excellence Learning Community University of Iowa University of Iowa Iowa City IA 52242 426004813 Iowa 30000 Inclusive Excellence Learning Community University of Kansas University of Kansas Lawrence KS 66045 480680117 Kansas 30000 Inclusive Excellence Learning Community University of Akron University of Akron Akron OH 443252102 346002924 Ohio 30000 Inclusive Excellence Learning Community University of Maryland College Park University of Maryland College Park College Park MD 21042 526002033 Maryland 30000 Inclusive Excellence Learning Community Univ of Minnesota Morris Univ of Minnesota Morris Minneapolis MN 55455 416007513 Minnesota 30000 Inclusive Excellence Learning Community University of Mississippi University of Mississippi University MS 38677 646001159 Mississippi 30000 Inclusive Excellence Learning Community University of NebraskaLincoln University of NebraskaLincoln Lincoln NE 68583 470049123 Nebraska 60000 Inclusive Excellence Learning Community University of Nevada Reno University of Nevada Reno Reno NV 89557 886000024 Nevada 30000 Inclusive Excellence Learning Community University of New Mexico University of New Mexico Albuquerque NM 87131 856000642 New Mexico 30000 Inclusive Excellence Learning Community UNC Chapel Hill UNC Chapel Hill Chapel Hill NC 275991350 566001393 North Carolina 30000 Inclusive Excellence Learning Community University of Oklahoma Norman University of Oklahoma Norman Norman OK 73019 731377584 Oklahoma 30000 Inclusive Excellence Learning Community University of Oregon University of Oregon Eugene OR 97403 464727800 Oregon 30000 Inclusive Excellence Learning Community University of Rhode Island University of Rhode Island Kingston RI 02881 056014351 Rhode Island 30000 Inclusive Excellence Learning Community University of La Verne University of La Verne La Verne CA 91709 951644026 501 (C) (3) 60000 Inclusive Excellence Learning Community University of Virginia University of Virginia Charlottesville VA 229014195 546001796 Virginia 30000 Inclusive Excellence Learning Community University of Wisconsin Milwaukee University of Wisconsin Milwaukee Milwaukee WI 532010340 391805963 Wisconsin 30000 Inclusive Excellence Learning Community University of Wyoming University of Wyoming Laramie WY 82071 836000331 Wyoming 30000 Inclusive Excellence Learning Community University of Pennsylvania University of Pennsylvania Philadelphia PA 191046205 231352685 501 (C) (3) 30000 Inclusive Excellence Learning Community Washington State University Washington State University Pullman WA 991641025 916001108 Washington 30000 Inclusive Excellence Learning Community West Virginia University West Virginia University Morgantown WV 26506 556000842 West Virginia 30000 Inclusive Excellence Learning Community University of Portland University of Portland Portland OR 97203 930401259 501 (C) (3) 30000 Inclusive Excellence Learning Community University of Richmond University of Richmond Richmond VA 23173 540505965 501 (C) (3) 30000 Inclusive Excellence Learning Community Vanderbilt University Vanderbilt University Nashville TN 372401591 620476822 501 (C) (3) 30000 Inclusive Excellence Learning Community Whittier College Whittier College Whittier CA 90601 951644048 501 (C) (3) 30000 Inclusive Excellence Learning Community Willamette University Willamette University Salem OR 97301 930386972 501 (C) (3) 30000 Inclusive Excellence Learning Community Xavier University Xavier University Cincinnati OH 45207 310537516 501 (C) (3) 30000 Inclusive Excellence Learning Community Loudoun County Public Schools Loudoun County Public Schools Ashburn VA 20176 541603768 Virginia 1000000 Loudoun County Public Schools education programs Baylor College of Med Baylor College of Med Houston TX 77030 741613878 501 (C) (3) 500000 Medical Research Cincinnati Children's Hospl Med Ctr Cincinnati Childrens Hospl Med Ctr Cincinnati OH 45229 310833936 501 (C) (3) 500000 Medical Research Columbia University Columbia University New York NY 10032 135598093 501 (C) (3) 500000 Medical Research University of California San Diego University of California San Diego La Jolla CA 92093 956006144 501 (C) (3) 500000 Medical Research Univ of Texas Southwestern Med Ctr Univ of Texas Southwestern Med Ctr Dallas TX 75390 756002868 Texas 1355764 Medical Research Univ Of Wisconsin-Madison Univ Of Wisconsin-Madison Madison WI 53715 396006492 Wisconsin 488164 Medical Research Univ Of Colorado Boulder Univ Of Colorado Boulder Boulder CO 803090347 846000555 Colorado 89837 Multimedia Greater Wash Community Foundation Greater Wash Community Foundation Washington DC 20005 237343119 501 (C) (3) 500000 Support educational and equity hubs in Montgomery County Public Schools Henrietta Lacks Foundation Henrietta Lacks Foundation Lake Oswego OR 97034 271781502 501 (C) (3) 150000 Support Foundation's charitable mission to support individuals directly impacted by historic research studies conducted on individuals without their knowledge or consent Yale University Yale University New Haven CT 065208047 060646973 501 (C) (3) 60000 Science Education Alliance Natl Inst on Scientific Teaching Natl Inst on Scientific Teaching STONY BROOK NY 11790 851429247 501 (C) (3) 313633 Science Faculty Institute New Venture Fund New Venture Fund Washington DC 20036 205806345 501 (C) (3) 250000 Science Philanthropy Alliance 194 0 GILLIAM FELLOWSHIPS 54 7366500 FACULTY SCHOLARS 2 712593 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES. X true true X X X X X X true false false false false false false true true true BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 367006 0 0 0 21213 0 28500 0 15891 0 432610 0 0 0 SUSAN S PLOTNICK DIRECTOR OF FINANCE & ASSISTANT TREASURER 252157 0 0 0 1695 0 26314 0 37017 0 317183 0 0 0 MONIQUE L MARCUS CONTROLLER 219088 0 0 0 1426 0 22908 0 34240 0 277662 0 0 0 LAUREN T SPILIOTES ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY 444375 0 0 0 22708 0 28500 0 27749 0 523332 0 0 0 ERIN H O'SHEA PHD PRESIDENT 1397228 0 0 0 25950 0 28500 0 35053 0 1486731 0 0 0 SEAN B CARROLL PHD VP FOR SCIENCE EDUCATION 752507 0 0 0 24917 0 28500 0 27211 0 833135 0 0 0 DAVID CLAPHAM PHD VP & CHIEF SCIENTIFIC OFFICER 685564 0 0 0 156595 0 28500 0 39348 0 910007 0 0 0 DANIEL A CRONIN MBA PHD VP & CHIEF FINANCIAL & OPERATING OFFICER (AS OF 7/20) 262444 0 50000 0 20202 0 26760 0 6373 0 365779 0 0 0 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 675021 0 0 0 24395 0 28500 0 41968 0 769884 0 0 0 RONALD VALE PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 655392 0 50000 0 22882 0 28500 0 35495 0 792269 0 0 0 LANDIS ZIMMERMAN VP & CHIEF INVESTMENT OFFICER (THRU 6/21) 1063906 0 1246517 0 27159 0 28500 0 31551 0 2397633 0 0 0 DONALD KOCH VP & CHIEF INVESTMENT OFFICER (AS OF 6/21) 558703 0 597168 0 20117 0 28500 0 37525 0 1242013 0 0 0 ROBERT J KOLYER JR MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21) 559478 0 597794 0 27303 0 28500 0 36453 0 1249528 0 0 0 GREGORY DENINNO MANAGING DIRECTOR, PRIVATE INVESTMENTS 460119 0 509215 0 20662 0 28500 0 22760 0 1041256 0 0 0 RICHARD A PENDER MANAGING DIRECTOR, GLOBAL EQUITIES 539807 0 585023 0 23389 0 28500 0 34961 0 1211680 0 0 0 RANDY W SCHEKMAN PHD INVESTIGATOR 650837 0 0 0 33345 0 28500 0 33244 0 745926 0 0 0 TOM CECH PHD INVESTIGATOR 655474 0 0 0 39184 0 28500 0 36788 0 759946 0 0 0 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPS 482362 0 484251 0 20296 0 28500 0 38631 0 1054040 0 0 0 RICHARD AXEL MD INVESTIGATOR 708340 0 0 0 15450 0 28500 0 37600 0 789890 0 0 0 ERIC KANDEL MD INVESTIGATOR 761566 0 0 0 33257 0 28500 0 41480 0 864803 0 0 0 STEPHEN JASKO FORMER CHIEF FINANCIAL OFFICER & TREASURER 0 0 0 0 235204 0 0 0 0 0 235204 0 0 0 JEREMY COMPTON ASSISTANT CONTROLLER 169350 0 0 0 334 0 17034 0 11523 0 198241 0 0 0 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC 550496 0 0 0 31148 0 28500 0 37410 0 647554 0 0 0 ROBERT TJIAN PHD INVESTIGATOR/FORMER PRESIDENT 564998 0 0 0 34055 0 28500 0 45939 0 673492 0 0 0 DENNIS MCKEARIN PHD SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS 421321 0 0 0 5563 0 28500 0 32125 0 487509 0 0 0 JOHN PALMISANO CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY 306136 0 0 0 21691 0 28500 0 17225 0 373552 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use IN 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 payment THE INSTITUTE MADE A SEVERANCE PAYMENT TO ITS FORMER CFO & TREASURER IN THE AMOUNT OF $224,966. Schedule J, Part I, Line 7 Non-fixed payments HHMI HAS AN INCENTIVE COMPENSATION PLAN FOR ITS SENIOR INVESTMENT STAFF WHICH PROVIDES AN INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY COMPONENT BASED ON EXCEPTIONAL PERFORMANCE TIED TO CERTAIN ATTRIBUTES THAT ARE NOT TIED TO INVESTMENT PERFORMANCE. AWARDS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception When recruiting individuals for high-level positions, HHMI typically enters into initial contracts. HHMI has entered into initial contracts with a number of Vice Presidents. HHMI's standard practice is to have independent compensation consultants regularly review and confirm the reasonableness of compensation of HHMI's officers and key employees, regardless of whether the initial contract exception applies. A LOUDOUN COUNTY IDA 521310230 545910AL5 2003-02-27 500000000 FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS false false false B LOUDOUN COUNTY IDA 521310230 545910AP6 2009-10-02 23000000 FINANCE CONSTRUCTION OF JANELIA APT false false false C LOUDOUN COUNTY IDA 521310230 545910AQ4 2013-05-15 33130000 FINANCE CONSTRUCTION OF JANELIA APT B false false false D MEDCO 521376562 574205FY1 2008-02-15 83500000 FINANCE CONSTRUCTION OF HQ EXPANSION false false false A 0 0 534028000 0 54203000 0 200000 0 0 479625000 0 0 2006 false false true true B 0 0 23022042 0 904914 0 0 0 43305 22073823 0 0 2011 false false true true C 0 0 33145417 0 1173864 0 397311 0 0 31574242 0 0 2015 false false true true D 0 0 84953297 0 5954687 0 631673 0 0 78366937 0 0 2010 false false true true A false false true true true true 0.0 0.0 0.0 false false false B false false true true false 0.0 0.0 0.0 false false false C false false true true false 0.0 0.0 0.0 false false false D false false true true false 0.0 0.0 0.0 false false false A true true true WELLS FARGO 20.0 false false false false true B false false false true true true JPMORGAN CHASE 30.0 false false false false true C false false false true true true WELLS FARGO BANK 30.0 false false false false true D false false false true true true JP MORGAN 30.0 false false false false true A false B false C false D false Schedule K, Part I Part I The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7. Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013 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 Provider The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.) Schedule K, Part IV, Line 4a Part IV, Line 4a Yes, 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 B Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019 Schedule K, Part IV, Line 2c COLUMN C Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/09/2018 Schedule K, Part IV, Line 2c COLUMN D Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/19/2018 A MEDCO 521376562 574205FZ8 2008-05-15 76500000 REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 false false false B LOUDOUN COUNTY IDA 521310230 54601TAA4 2019-06-06 51773425 FINANCE CONSTRUCTION OF JANELIA APT C false false false A 0 0 76500000 0 0 0 0 0 0 0 76500000 0 1993 true false true true B 0 0 52384157 0 0 0 772575 0 0 51611582 0 0 2021 false false true true A 0.0 0.0 0.0 B false false true true false 0.0 0.0 0.0 false false false A false true true true GOLDMAN SACHS 30.0 false false false false true B false true false false false false false false true A false B false VIKNESH SIVANATHAN SPOUSE 142048 SALARY & BENEFITS false Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER. Form 990, Part III, Line 4b Program Service Description Through 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 body The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance Department, in coordination with other HHMI departments as needed. The draft return is reviewed by senior management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed. Form 990, Part VI, Line 12c Conflict of interest policy In addition to HHMI's code of conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, Trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to Trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The conflict of interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The conflict of interest policies covering HHMI's officers and key employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chairman of the Trustees. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT 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 employees THE 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 public HHMI'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 Revenue ALL 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 balances Grant write-offs - 2367294; Grant refunds - 1764921; Deferred tax benefit - -3527147; Pension Actuarial Adjustments - 27453462; Schedule A, Part I, Line 4 List of Hospital Affiliations List of hospital affiliations for e-filing: Hospital, City, State, Zip Code- Baylor-affil hosps, Houston, TX 77030/ 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 Qualification The 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). 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