HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period: 2023-09-01 to 2024-08-31
Filed: 2025-02-14
IRS object ID: 202510459349301966
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-02-14T16:54:48+00:00	ReturnTs
Tax Period End	2024-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	655 NEW YORK AVE NW STE 1100	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20001	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	590735717	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Howard Hughes Medical Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HOWA	BusinessNameControlTxt
Phone	3012158500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4000 JONES BRIDGE ROAD	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208156789	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LYNNE LOCHTE	PersonNm
Person Title	CFO & Treasurer	PersonTitleTxt
Signature	2025-02-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRAVIS L PATTON	PreparerPersonNm
PTIN	P00369623	PTIN
Phone	2024141000	PhoneNum
Preparation	2025-02-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Erin O'Shea	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4000 JONES BRIDGE ROAD	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208156789	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$23,496,790,441	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HHMI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1953	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	2567	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$29,888,563	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,027,136	PYContributionsGrantsAmt
CY Contributions Grants	$963,690	CYContributionsGrantsAmt
PY Program Service Revenue	$4,779,831	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,876,459	CYProgramServiceRevenueAmt
PY Investment Income	$718,984,759	PYInvestmentIncomeAmt
CY Investment Income	$1,737,313,649	CYInvestmentIncomeAmt
PY Other Revenue	$23,231,062	PYOtherRevenueAmt
CY Other Revenue	$17,068,130	CYOtherRevenueAmt
PY Total Revenue	$749,022,788	PYTotalRevenueAmt
CY Total Revenue	$1,760,221,928	CYTotalRevenueAmt
PY Grants And Similar Paid	$105,314,043	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$57,993,764	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$434,141,500	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$458,688,071	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$607,635,036	PYOtherExpensesAmt
CY Other Expenses	$635,766,035	CYOtherExpensesAmt
PY Total Expenses	$1,147,090,579	PYTotalExpensesAmt
CY Total Expenses	$1,152,447,870	CYTotalExpensesAmt
PY Revenues Less Expenses	-$398,067,791	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$607,774,058	CYRevenuesLessExpensesAmt
Total Assets BOY	$25,892,499,538	TotalAssetsBOYAmt
Total Assets EOY	$27,296,895,597	TotalAssetsEOYAmt
Total Liabilities BOY	$1,715,409,329	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,735,903,595	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,177,090,209	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$25,560,992,002	NetAssetsOrFundBalancesEOYAmt
Mission	THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$804,581,768	ExpenseAmt
Grant	$143,563	GrantAmt
Revenue	$4,243,518	RevenueAmt
Desc	MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (C) THE FREEMAN HRABOWSKI SCHOLARS PROGRAM (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. Among the more than 270 current HHMI Investigators are 16 Nobel laureates and more than 150 members of the National Academy of Sciences. HHMI Investigators direct Institute research laboratories on the campuses of nearly 60 universities and other research organizations throughout the United States. Since the early 1990s, Investigators have been selected through rigorous national competitions. The Institute solicits applications directly from scientists at medical schools and other research institutions in the United States, with the aim of identifying those who have the potential to make significant contributions to science. HHMI employs an open application process to ensure that it selects its researchers from a broad and deep pool of scientific talent. HHMI announced a national competition in October 2022 to appoint approximately 25 new Investigators, expanding HHMI's community of Investigators. The competition concluded in July 2024, and the new Investigators are starting their appointments in FY25. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, innovates research practices and technologies to solve biology's deepest mysteries. At Janelia, integrated teams of lab scientists and tool-builders pursue a small number of scientific questions with potential for transformative impact. To drive science forward, methods, results, and tools are shared with the scientific community. In FY24, Janelia welcomed Nelson Spruston as its third Executive Director. Spruston has had an active research lab at Janelia since 2011. He most recently served as Chief of Janelia Scientific Operations and Programs, responsible for implementing the research campus's strategic vision. In his Executive Director role, Spruston will drive Janelia's scientific vision, including new efforts toward AI@HHMI, HHMI's 10-year, $500 million investment to support AI-driven projects and to embed AI systems throughout every stage of the scientific process, which was announced in FY24. As a result of this initiative, Janelia plans to hire AI scientists and assemble highly collaborative, transdisciplinary teams addressing scientific problems that cannot be tackled by traditional academic labs. In the current fiscal year, there were 25 group leaders, 18 senior group leaders, and nine Janelia scholars at Janelia, in addition to graduate students, postdocs, and visiting scientists. Janelia also hosts a vibrant scientific conference program, which brings many scientists to its campus each year for educational meetings, as well as on-site research opportunities in the Advanced Imaging Center. (C) The Freeman Hrabowski Scholars Program In May 2023, HHMI announced the selection of 31 Freeman Hrabowski Scholars - outstanding early career faculty in science who have potential to become leaders in their research fields and to advance inclusion. Scholars prioritize scientific excellence in their own research while creating an inclusive lab climate that serves as a model within their own institutions and beyond. This first cohort of Scholars joined the Institute as employees in FY2024 and represent 22 U.S. research institutions. Each Scholar is appointed for up to two five-year terms. The program is named for Freeman A. Hrabowski III, president emeritus of the University of Maryland, Baltimore County. The Freeman Hrabowski Scholars Program extends HHMI's commitment to early career scientists at universities, colleges, and research organizations across the nation.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$114,199,553	ExpenseAmt
Grant	$57,850,201	GrantAmt
Revenue	$632,941	RevenueAmt
Desc	SCIENCE EDUCATION, FELLOWSHIPS, AND MEDIA PROGRAMS (A) CENTER FOR THE ADVANCEMENT OF SCIENCE LEADERSHIP & CULTURE (B) TANGLED BANK STUDIOS (C) HANNA H. GRAY FELLOWS PROGRAM (D) ELIFE OPEN ACCESS JOURNAL Through its Science Education, Fellowships, and Media Program initiatives, HHMI invests in individuals, institutions, initiatives, and media that advance learning. HHMI also nourishes the public understanding of science by bringing important stories of scientific discovery to a wide variety of audiences. (A) Center for the Advancement of Science Leadership & Culture HHMI's Center for the Advancement of Science Leadership & Culture ("the Center") plays a key role in HHMI's efforts to center inclusion in science research and education across key academic career stages. The Center serves as a facilitator, convener, strategic partner, and source of expertise to advance HHMI's goals for the scientific workforce. HHMI's Inclusive Excellence (IE) initiative aims to support colleges and universities in increasing their capacity for inclusion in science of all students, especially those students who come to college via non-traditional pathways. In November 2022, HHMI announced six-year grants to 104 institutions as part of the third round of the initiative. The colleges and universities are organized into Learning Community Clusters (LCC). The LCCs focus on improving introductory science courses, evaluation of effective and inclusive teaching, and partnerships between 2- and 4-year institutions so that their students can thrive. HHMI's Driving Change initiative continued support for 12 grantee institutions that are developing and implementing: (i) institution-centered activities aimed at creating a more inclusive STEM learning environment for all students; and (ii) student-centered activities that enable all students to succeed while encouraging university faculty to value and assume responsibility for student success. In FY24, the Science Education Alliance (SEA) program admitted faculty from fifteen colleges and universities into its community of hundreds of faculty who adopt and implement SEA-PHAGES, a two-semester course-based research experience designed to replace the traditional introductory biology lab sequence in the undergraduate curriculum. HHMI's Gilliam Fellows Program supports biomedical PhD students and their dissertation advisors who are committed to advancing equity and inclusion and engaging their communities in science. In FY24, HHMI made 50 new awards, with 10 institutions receiving their first Gilliam award. HHMI BioInteractive, a resource for general high school biology, AP/IB biology, and college-level introductory biology teachers, has been in existence for over two decades and now receives over three million visitors annually through its website, BioInteractive.org. BioInteractive's science education resources include interactive multimedia materials, scientific animations, videos, in-class activities, as well as award-winning, broadcast-quality short films. All BioInteractive resources are made available to educators online, through the BioInteractive.org website and YouTube channel, and at workshops, conferences, and conventions. In 2024 the BioInteractive team offered 20 online educator professional development workshops and over 50 in-person workshops and similar events at conferences, school districts and schools throughout the US. (B) Tangled Bank Studios Tangled Bank Studios, LLC, is a mission-driven film studio. As an extension of HHMI's longstanding science education and public engagement mission, the studio aims to produce content and programs that capture compelling stories of discovery across all branches of scientific inquiry, with particular focus on the life sciences. Together with world-class partners, the studio creates innovative outreach initiatives to amplify the reach and deepen the impact around each project. Achievements this year include 5 GSCA Awards for Blue Whales: Return of the Giants, an Emmy nomination and an AAAS Kavli Gold Science Journalism award for Battle to Beat Malaria, and several top film festival awards for Wilding, Turtle Walker, The Calling, Every Little Thing, and Hunt for the Oldest DNA. ADDITIONAL INFORMATION ABOUT TANGLED BANK FILMS IS AVAILABLE AT HTTPS://WWW.TANGLEDBANKSTUDIOS.ORG/OUR-FILMS. (C) Hanna H. Gray Fellows Program Since 2017, HHMI has held regular open competitions to recruit and retain outstanding early-career scientists. Each fellow receives funding for up to eight years, with mentoring and active involvement within the HHMI community. In this two-phase program, fellows are supported from early postdoctoral training through several years of a tenure-track faculty position. Through the 2024 fiscal year, HHMI has selected 116 fellows to support, and will invest a total of up to $197 million for their support over eight years. (D) eLife Open Access Journal HHMI, together with Wellcome, the Max Planck Society, and the Knut and Alice Wallenberg Foundation, continues to support a top tier scientific journal called eLife, which is operated by eLife Sciences Publications, Ltd., a separately organized non-profit entity. The online journal follows an open access model and is led by practicing scientists.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$918,781,321	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	902	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2567	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	HK	ForeignCountryCd
Foreign Country	IN	ForeignCountryCd
Foreign Country	ID	ForeignCountryCd
Foreign Country	JE	ForeignCountryCd
Foreign Country	KS	ForeignCountryCd
Foreign Country	LU	ForeignCountryCd
Foreign Country	RS	ForeignCountryCd
Foreign Country	SW	ForeignCountryCd
Foreign Country	TW	ForeignCountryCd
Foreign Country	AE	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	UC	ForeignCountryCd
Foreign Country	DA	ForeignCountryCd
Foreign Country	GK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LYNNE LOCHTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3012158500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4000 JONES BRIDGE ROAD	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20815	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALISON F RICHARD PHD
TRUSTEE, CHAIR EDUCATION COMM	4.0	0.0	Yes (X)	$70,000	$0	$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE, CHAIR NOM & GOV COMM	4.0	0.0	Yes (X)	$70,000	$0	$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIR	6.0	0.0	Yes (X)	$100,000	$0	$0
DAVID JULIUS PHD
TRUSTEE	2.0	0.0	Yes (X)	$60,000	$0	$0
DEBORA L SPAR PHD
TRUSTEE, CHAIR AUDIT & COMP	4.0	0.0	Yes (X)	$70,000	$0	$0
FRED R LUMMIS
TRUSTEE, CHAIR FINANCE COMM	4.0	0.0	Yes (X)	$70,000	$0	$0
JOSEPH L GOLDSTEIN MD
TRUSTEE, CHAIR RESEARCH COMM	4.0	0.0	Yes (X)	$70,000	$0	$0
KURT L SCHMOKE ESQ
TRUSTEE	2.0	0.0	Yes (X)	$60,000	$0	$0
MARGARET D TUTWILER
TRUSTEE	2.0	0.0	Yes (X)	$60,000	$0	$0
PAUL M NURSE PHD
TRUSTEE	2.0	0.0	Yes (X)	$60,000	$0	$0
RISA LAVIZZO-MOUREY MD MBA
TRUSTEE	2.0	0.0	Yes (X)	$60,000	$0	$0
BLANTON TOLBERT PHD
VP SCIENCE LEADERSHIP AND CULTURE	40.0	0.0		$1,060,174	$0	$53,029	Yes (X)
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES	40.0	0.0		$431,266	$0	$50,208	Yes (X)
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER	40.0	0.0		$3,592,895	$0	$71,621	Yes (X)
ERIN K O'SHEA PHD
PRESIDENT	40.0	0.0		$1,596,598	$0	$64,040	Yes (X)
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY	40.0	0.0		$889,582	$0	$62,773	Yes (X)
JEREMY COMPTON
ASSOCIATE CONTROLLER (THRU 7/24)/CONTROLLER & ASSISTANT TREASURER (AS OF 08/24)	40.0	0.0		$242,127	$0	$35,468	Yes (X)
KRISTINA HEIBERGER ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY	40.0	0.0		$397,542	$0	$72,740	Yes (X)
LESLIE B VOSSHALL PHD
VP & CHIEF SCIENTIFIC OFFICER	40.0	0.0		$811,829	$0	$68,447	Yes (X)
LYNNE LOCHTE
CHIEF FINANCIAL OFFICER & TREASURER	40.0	0.0		$406,686	$0	$50,902	Yes (X)
NATASHA NEISES
SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS	40.0	0.0		$282,740	$0	$43,594	Yes (X)
NELSON SPRUSTON PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS (AS OF 08/24)	40.0	0.0		$667,816	$0	$72,818	Yes (X)
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS (THRU 07/24)	40.0	0.0		$749,798	$0	$57,920	Yes (X)
SEAN B CARROLL PHD
INVESTIGATOR/ FORMER VP SCI. & ED.MEDIA GROUP (THRU 11/23)	40.0	0.0		$848,487	$0	$56,709	Yes (X)
SETH GROSSMAN ESQ
VP, CHIEF OPERATING OFFICER & SENIOR ADVISOR TO THE PRESIDENT (AS OF 5/24)	40.0	0.0		$0	$0	$0	Yes (X)
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS	40.0	0.0		$1,454,312	$0	$70,597		Yes (X)
JUSTIN GALEN
MANAGING DIRECTOR, PRIVATE MARKETS (THRU 4/24)	40.0	0.0		$827,774	$0	$66,420		Yes (X)
KAREN EIFLER
MANAGING DIRECTOR, PUBLIC MARKETS	40.0	0.0		$989,382	$0	$34,649		Yes (X)
MARK SPROLES
MANAGING DIRECTOR, PRIVATE MARKETS	40.0	0.0		$1,625,452	$0	$67,452		Yes (X)
RICHARD A PENDER
MANAGING DIRECTOR, PUBLIC MARKETS (THRU 4/23)	40.0	0.0		$1,107,827	$0	$32,888		Yes (X)
DANIEL A CRONIN PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER (THRU 01/23)	40.0	0.0		$684,626	$0	$4,035			Yes (X)
DAVID E CLAPHAM PHD
SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER	40.0	0.0		$566,820	$0	$68,522			Yes (X)
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VICE PRESIDENT OF OPERATIONS	40.0	0.0		$459,095	$0	$55,722			Yes (X)
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC	40.0	0.0		$588,673	$0	$57,539			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$21,031,501	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,218,093	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	896	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Ropes & Gray LLP
800 Boylston Street	BOSTON	MA	02199	LEGAL SERVICES	$9,458,857
ARAMARK SERVICES INC
1101 MARKET STREET	PHILADELPHIA	PA	10107	CONFERENCE CENTER MANAGEMENT	$5,168,955
Arcline Investment Management
299 Park Avenue	NEW YORK	NY	10171	INVESTMENT MANAGEMENT	$4,793,931	41st FL
ANDREESSEN HOROWITZ
2865 SAND HILL ROAD	MELNO PARK	CA	94025	INVESTMENT MANAGEMENT	$4,686,100	STE 101
Jones Lang Lasalle Americas Inc
525 WILLIAM PENN PLACE	PITTSBURGH	PA	15259	FACILITIES MANAGEMENT	$3,759,478

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	142	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$963,690	AllOtherContributionsAmt
Total Contributions	$963,690	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL/OCCUPANCY INCOME	900099	$4,243,518	$4,243,518
TV & FILM INCOME	900099	$632,941	$632,941

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,876,459	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$283,838,035	TotalRevenueColumnAmt
Unrelated Business Revenue	$17,532,667	UnrelatedBusinessRevenueAmt
Exclusion	$266,305,368	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,657,809	TotalRevenueColumnAmt
Exclusion	$5,657,809	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,708,295	TotalRevenueColumnAmt
Exclusion	$16,708,295	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$23,172,028,043	SecuritiesAmt
Other	$12,358,275	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$21,736,568,513	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,435,459,530	SecuritiesAmt
Other	$12,358,275	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,447,817,805	TotalRevenueColumnAmt
Unrelated Business Revenue	$12,355,896	UnrelatedBusinessRevenueAmt
Exclusion	$1,435,461,909	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
CAFETERIA	900099	$194,640	$194,640
CASH DISCOUNTS	900099	$150,661	$150,661
MISCELLANEOUS REVENUE	900099	$14,534	$14,534

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$359,835	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,760,221,928	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,876,459	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$29,888,563	UnrelatedBusinessRevenueAmt
Exclusion	$1,724,493,216	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$48,510,358	TotalAmt
Program Services	$48,510,358	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$8,358,406	TotalAmt
Program Services	$8,358,406	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,125,000	TotalAmt
Program Services	$1,125,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,717,114	TotalAmt
Program Services	$3,965,200	ProgramServicesAmt
Management And General	$7,751,914	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,444,779	TotalAmt
Program Services	$1,444,779	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$351,893,973	TotalAmt
Program Services	$301,816,678	ProgramServicesAmt
Management And General	$50,077,295	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$27,420,932	TotalAmt
Program Services	$23,080,554	ProgramServicesAmt
Management And General	$4,340,378	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$45,044,499	TotalAmt
Program Services	$38,941,174	ProgramServicesAmt
Management And General	$6,103,325	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$21,166,774	TotalAmt
Program Services	$18,137,007	ProgramServicesAmt
Management And General	$3,029,767	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$13,033,537	TotalAmt
Program Services	$920,195	ProgramServicesAmt
Management And General	$12,113,342	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,144,155	TotalAmt
Management And General	$1,144,155	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$71,039,914	TotalAmt
Management And General	$71,039,914	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$88,359,624	TotalAmt
Program Services	$75,228,097	ProgramServicesAmt
Management And General	$13,131,527	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,925,968	TotalAmt
Program Services	$2,469,634	ProgramServicesAmt
Management And General	$1,456,334	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,198,573	TotalAmt
Program Services	$5,214,286	ProgramServicesAmt
Management And General	$5,984,287	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$11,576	TotalAmt
Program Services	$11,576	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$88,506,401	TotalAmt
Program Services	$73,303,630	ProgramServicesAmt
Management And General	$15,202,771	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$11,305,837	TotalAmt
Program Services	$10,028,015	ProgramServicesAmt
Management And General	$1,277,822	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$6,744,062	TotalAmt
Program Services	$5,625,524	ProgramServicesAmt
Management And General	$1,118,538	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$27,653,964	TotalAmt
Program Services	$14,629,542	ProgramServicesAmt
Management And General	$13,024,422	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$117,633,685	TotalAmt
Program Services	$107,484,642	ProgramServicesAmt
Management And General	$10,149,043	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$568,430	TotalAmt
Program Services	$226,876	ProgramServicesAmt
Management And General	$341,554	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
LAB & OTHER SCIENTIFIC SUPPLIES	$134,280,238	$133,309,051	$971,187
MINOR EQUIPMENT & RENOVATIONS	$13,794,159	$13,336,230	$457,929
EQUIPMENT MAINTENANCE	$23,165,686	$16,889,107	$6,276,579
INCOME TAX	$45,855		$45,855

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,354,371	TotalAmt
Program Services	$14,725,760	ProgramServicesAmt
Management And General	$8,628,611	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,152,447,870	TotalAmt
Program Services	$918,781,321	ProgramServicesAmt
Management And General	$233,666,549	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$319,799,239	BOYAmt
EOY	$383,698,131	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,032,198	BOYAmt
EOY	$18,911,403	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,188,630,033	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,403,888,831	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$818,938,084	BOYAmt
EOY	$784,741,202	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,752,736,410	BOYAmt
EOY	$5,791,224,360	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$19,401,330,482	BOYAmt
EOY	$19,791,090,354	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$580,663,125	BOYAmt
EOY	$527,230,147	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,892,499,538	BOYAmt
EOY	$27,296,895,597	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$229,599,436	BOYAmt
EOY	$261,727,003	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$95,975,722	BOYAmt
EOY	$101,885,569	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$930,742,223	BOYAmt
EOY	$932,957,452	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$459,091,948	BOYAmt
EOY	$439,333,571	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,715,409,329	BOYAmt
EOY	$1,735,903,595	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,177,090,209	BOYAmt
EOY	$25,560,992,002	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,177,090,209	BOYAmt
EOY	$25,560,992,002	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,892,499,538	BOYAmt
EOY	$27,296,895,597	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$607,774,058	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$805,369,305	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$29,241,570	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ASU Affiliated Hospitals	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
City	Tempe	CityNm
State Abbreviation	AZ	StateAbbreviationCd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule A, Part I, Line 4 List of Hospital Affiliations

List of Hospital Affiliations for E-Filing: Hospital, City, State, Zip Code - Baylor affil hosps, Houston, TX 77030/ Beth Israel Deaconess Med Ctr, Boston, MA 02215/ Boston Children's Hosp, Boston, MA 02115/ Brandeis affil hosps, Waltham, MA 02254/ Brigham & Women's Hospital, Boston, MA 02115/ CalTech affil hosps, Pasadena, CA 91125/ Carnegie affil hosp, Baltimore, MD 21218/ Children's Hosp of Philadelphia, Philadelphia, PA 19104/ CSHL affil hosps, Cold Spring Harbor, NY 11724/ Columbia affil hosps, New York, NY 10027/ Cornell affil hosp, New York, NY 14853/ Dana-Farber Cancer Inst, Boston, MA 02115/ Duke affil hosps, Durham, NC 27706/ Fred Hutchinson affil hosp, Seattle, WA 98109/ Harvard affil hosps, Cambridge, MA 02138/ Icahn School of Med affil hosp, New York, NY 10029/ Indiana Univ affil hosp, Bloomington, IN 47405/ Johns Hopkins Hosp, Baltimore, MD 21205/ JHU affil hosps, Baltimore, MD 21218/ Mass Gen Hosp/Partners Healthcare System, Boston, MA 02129/ MIT affil hosps, Boston, MA 02139/ MSKCC affil hosps, New York, NY 10021/ NYU affil hosps, New York, NY 10016/ OHSU Hosp, Portland, OR 97239/ PSU affil hosps, State College, PA 16802/ Princeton affil hosps, Princeton, NJ 08544/ Rockefeller Hosp, New York, NY 10021/ Salk Institute affil hosps, La Jolla, CA 92093/ Scripps Institute affil hosps, La Jolla, CA 92037/ Stanford affil hosps, Palo Alto, CA 94305/ Univ of Alabama Birmingham hosps, Birmingham, AL 35294/ UC Davis affil hosp, Davis, CA 95616/ UCLA Med Ctr affil hosps, Los Angeles, CA 90095/ UC San Diego affil hosps, San Diego, CA 92093/ UCSF affil hosps, San Francisco, CA 94143/ UC Berkeley affil hosps, Berkeley, CA 94720/ UC Santa Cruz affil hosps, Santa Cruz, CA 95064/ Univ of Chicago affil hosp, Chicago, IL 60637/ Univ of Colorado affil hosp, Boulder, CO 80309/ Univ of Colorado affil hosp, Denver, CO 80204/ Univ of Illinois affil hosp, Urbana, IL 61801/ Univ of Iowa affil hosps, Iowa City, IA 52242/ UMD Baltimore County affil hosp, Baltimore, MD 21201/ UMD College Park affil hosp, College Park, MD 20742/ UMass affil hosps, Worcester, MA 01605/ Univ of Miami affil hosps, Miami, FL 33136/ Univ of Michigan Hosps, Ann Arbor, MI 48109/ UNC affil hosps, Chapel Hill, NC 27599/ Univ of Oregon affil hosp, Eugene, OR 97403/ UPenn affil hosps, Philadelphia, PA 19104/ UT Austin affil hosps, Austin, TX 78712/ UT Health Sci Ctr San Antonio affil hosps, San Antonio, TX 78229/ UTSW Med Ctr affil hosps, Dallas, TX 75390/ Univ of Utah affil hosps, Salt Lake City, UT 84112/ UVA Med Ctr, Charlottesville, VA 22903/ Univ of Wash affil hosps, Seattle, WA 98195/ Univ of Wisconsin affil hosps, Madison, WI 53706/ Vanderbilt University Medical Center, Nashville, TN 37232/ Whitehead affil hosps, Cambridge, MA 02138/ Yale affil hosp, New Haven, CT 06520

Schedule A, Part I, Line 4 MRO Qualification

The Institute is a Medical Research Organization for its taxable year ending August 31, 2024, as its cash basis expenditures of $892,492,214 for the year ending August 31, 2023 exceeded the MRO requirement of $838,670,704 (3.5% of the Institute's endowment).

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$200,000	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$8,140	OtherActivitiesAmt
Total Lobbying Expenditures	$208,140	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	SCHEDULE C, PART II-B, LINE 1f (GRANTS TO OTHER ORGS.) GRANT PAID TO AN ORGANIZATION IN SUPPORT OF STRENGTHENING U.S. FEDERAL SCIENCE AND TECHNOLOGY INVESTMENTS. SCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$807,737	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$96,884,682	OtherCostOrOtherBasisAmt
Book Value	$97,692,419	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$10,248,413	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$859,208,692	OtherCostOrOtherBasisAmt
Depreciation	$480,207,370	DepreciationAmt
Book Value	$389,249,735	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$341,694,404	OtherCostOrOtherBasisAmt
Depreciation	$335,282,204	DepreciationAmt
Book Value	$6,412,200	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$823,851,560	OtherCostOrOtherBasisAmt
Depreciation	$588,399,257	DepreciationAmt
Book Value	$235,452,303	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$921,448	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$55,013,097	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$55,934,545	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$784,741,202	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY	$7,367,474,363	F
REAL ASSETS	$1,731,760,933	F
PUBLIC EQUITY	$6,106,851,448	F
INDEPENDENT RETURN	$4,585,003,610	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$19,791,090,354	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INVESTMENTS PAYABLES	$40,503,995
INVESTMENTS AND DERIVATIVE LIABILITIES	$44,841,540
DEFERRED COMPENSATION LIAB	$83,514,481
REPURCHASE OBLIGATIONS	$104,222,380
LEASE OBLIGATIONS	$154,166,519
OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL	$12,084,656

Field	Value	IRS element (for citing)
Total Liability	$439,333,571	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to the year ended August 31, 2020.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt	EmployeeEmployeeCnt
Europe (Including Iceland and Greenland)	Grantmaking	$200,000
Sub-Saharan Africa	Grantmaking	$925,000
Europe (Including Iceland and Greenland)	Investment Management Fees	$12,394,609
Central America and the Caribbean	Investment Management Fees	$7,989,014
North America (Canada & Mexico only)	Investment Management Fees	$1,483,195
Europe (Including Iceland and Greenland)	Investments	$1,845,163,892
Central America and the Caribbean	Investments	$8,141,995,527
South America	Investments	$14,325,816
North America (Canada & Mexico only)	Investments	$332,876,757
East Asia and the Pacific	Investments	$106,699,254
South Asia	Investments	$38,637,904
Sub-Saharan Africa	Investments	$17,649,991
Russia and Neighboring States	Investments	$61,816
Middle East and North Africa	Investments	$2,238,160
Central America and the Caribbean	Management & General	$2,041
East Asia and the Pacific	Management & General	$57,359
Europe (Including Iceland and Greenland)	Management & General	$39,735
North America (Canada & Mexico only)	Management & General	$2,841
South America	Management & General	$2,179
Central America and the Caribbean	Program Services	$1,199	Medical Research
East Asia and the Pacific	Program Services	$122,031	Medical Research
Europe (Including Iceland and Greenland)	Program Services	$465,759	Medical Research
Middle East and North Africa	Program Services	$4,172	Medical Research
North America (Canada & Mexico only)	Program Services	$49,486	Medical Research
South America	Program Services	$43,042	Medical Research
South Asia	Program Services	$9,085	Medical Research
Sub-Saharan Africa	Program Services	$17,756	Medical Research
Europe (Including Iceland and Greenland)	Program Services	$2,000,000	Science Ed / e-Life
East Asia and the Pacific	Program Services	$4,392	Science Ed / Ed Media
Europe (Including Iceland and Greenland)	Program Services	$67,810	Science Ed / Ed Media	1
North America (Canada & Mexico only)	Program Services	$250,155	Science Ed / Ed Media	39
Sub-Saharan Africa	Program Services	$6,426	Science Ed / Ed Media
South America	Program Services	$4,061	Science Ed / Ed Media	1
South Asia	Program Services	$96	Science Ed / Ed Media
Europe (Including Iceland and Greenland)	Program Services	$189,393	Science Ed / Tangled Bank	13
North America (Canada & Mexico only)	Program Services	$35,488	Science Ed / Tangled Bank	3

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	57	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	57	TotalEmployeeCnt
Subtotal Spent	$10,522,700,335	SubtotalSpentAmt
Continuation Spent	$3,315,106	ContinuationSpentAmt
Total Spent	$10,526,015,441	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)	Open Access	$200,000	Wire
Sub-Saharan Africa	Bioeducation	$925,000	Wire

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	Yes (true)	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds	A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH GRANTEE IS REQUIRED TO SUBMIT ANNUAL FINANCIAL AND PROGRESS REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements	EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SUB-SAHARAN AFRICA-Accrual

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (62 entries)

Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
North Carolina State Univ
566000730	North Carolina	$39,458	BioInteractive
Illinois State University
376014070	Illinois	$2,500,000	Driving Change
Rice University
741109620	501(c)(3)	$2,500,000	Driving Change
Rutgers University-Camden
226001086	New Jersey	$2,500,000	Driving Change
University of California at Los Angeles
956006143	California	$2,500,000	Driving Change
University of Massachusetts Amherst
043167352	Massachusetts	$2,500,000	Driving Change
University of Vermont
030179440	Vermont	$2,500,000	Driving Change
Boston University
042103547	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Case Western Reserve Univ
341018992	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Harvard University
042103580	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Icahn School Of Medicine At Mount Sinai
136171197	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Northeastern University
041679980	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
University of California - San Francisco
946036493	California	$1,280,000	H. Gray Scholars - Faculty
The Rockefeller University
131624158	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
University of California - San Diego
956006144	California	$1,280,000	H. Gray Scholars - Faculty
University Of California - Berkeley
946002123	California	$1,280,000	H. Gray Scholars - Faculty
University Of California - Davis
946036494	California	$1,280,000	H. Gray Scholars - Faculty
University of Colorado Boulder
846000555	Colorado	$1,280,000	H. Gray Scholars - Faculty
University of Washington School of Medicine
916001537	Washington	$1,280,000	H. Gray Scholars - Faculty
Vanderbilt University
620476822	501(c)(3)	$2,560,000	H. Gray Scholars - Faculty
Washington University
430653611	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Carnegie Institution Of Washington
530196523	501(c)(3)	$414,690	H. Gray Scholars - Grant
Cold Spring Harbor Laboratory
112013303	501(c)(3)	$414,690	H. Gray Scholars - Grant
Dana-Farber Cancer Institute
042263040	501(c)(3)	$829,380	H. Gray Scholars - Grant
Massachusetts General Hospital
041564655	501(c)(3)	$414,719	H. Gray Scholars - Grant
Massachusetts Institute of Technology
042103594	501(c)(3)	$414,690	H. Gray Scholars - Grant
Northwestern University
362167817	501(c)(3)	$414,690	H. Gray Scholars - Grant
Oregon Health & Science University
931176109	Oregon	$414,690	H. Gray Scholars - Grant
Harvard University
042103580	501(c)(3)	$414,719	H. Gray Scholars - Grant
Princeton University
210634501	501(c)(3)	$414,690	H. Gray Scholars - Grant
University Of Michigan
386006309	Michigan	$678,071	H. Gray Scholars - Grant
Salk Institute for Biological Studies
952160097	501(c)(3)	$414,690	H. Gray Scholars - Grant
Stanford University
941156365	501(c)(3)	$1,658,760	H. Gray Scholars - Grant
University Of California - Berkeley
946002123	California	$1,244,070	H. Gray Scholars - Grant
University of California-San Francisco
946036493	California	$414,719	H. Gray Scholars - Grant
University of Texas Southwestern Medical Center
756002868	Texas	$829,380	H. Gray Scholars - Grant
University Of Utah
876000525	Utah	$414,690	H. Gray Scholars - Grant
Vanderbilt University Medical Center
620476822	501(c)(3)	$414,690	H. Gray Scholars - Grant
Whitehead Institute for Biomedical Research
061043412	501(c)(3)	$414,690	H. Gray Scholars - Grant
Duke University
560532129	501(c)(3)	$10,000	Hanna Gray Scholars
Memorial Sloan Kettering Cancer Center
131924236	501(c)(3)	$10,000	Hanna Gray Scholars
Northwestern University
362167817	501(c)(3)	$10,000	Hanna Gray Scholars
Harvard University
042103580	501(c)(3)	$50,000	Hanna Gray Scholars
Stanford University
941156365	501(c)(3)	$20,000	Hanna Gray Scholars
University Of California - Berkeley
946002123	California	$20,000	Hanna Gray Scholars
Princeton University
210634501	501(c)(3)	$10,000	Hanna Gray Scholars
The University of Chicago
362177139	501(c)(3)	$10,000	Hanna Gray Scholars
University of Pennsylvania
231352685	501(c)(3)	$20,000	Hanna Gray Scholars
Nature Forward
530233715	501(c)(3)	$10,000	SUPPORT ENVIRONMENTAL LITERACY EDUCATIONAL OUTREACH
Helen Hay Whitney Foundation
131677403	501(c)(3)	$58,167	Medical Research
Johns Hopkins Univ Sch Of Med
520595110	501(c)(3)	$468,815	Medical Research
Northwestern University
362167817	501(c)(3)	$97,855	Medical Research
Regents of the University of California Berkeley
946002123	California	$484,627	Medical Research
Univ Of Mass Med Sch
043167352	Massachusetts	$493,470	Medical Research
Boys & Girls Clubs of Greater Washington
530236759	501(c)(3)	$50,000	SUPPORT OF K-12 SCIENCE EDUCATION ACTIVITIES
Amer Society For Cell Biology
396054285	501(c)(3)	$50,000	SUPPORT FOR THE SAN FRANCISCO DECLARATION ON RESEARCH ASSESSMENT (DORA)
Research America
521609875	501(c)(3)	$200,000	SUPPORT THE WORK OF SCIENCE & TECHNOLOGY ACTION COMMITTEE (STAC) TO STRENGTHEN US FEDERAL SCIENCE & TECHNOLOGY POLICIES
Research America
521609875	501(c)(3)	$200,000	SUPPORT FOR RA'S MICROGRANT PROGRAM
Iup Research Institute
571175778	501(c)(3)	$675,000	Science Education Alliance
James Madison University
546001756	501(c)(3)	$600,000	Science Education Alliance
University of Pittsburgh
250965591	501(c)(3)	$3,000,000	Science Education Alliance
Yale University
060646973	501(c)(3)	$165,000	Science Education Alliance

Field	Value	IRS element (for citing)
Total501c3 Org	51	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
GILLIAM FELLOWSHIPS	51	$7,846,532	$368,311	FMV	TRAVEL EXPENSES
JANELIA UNDERGRADUATE SCHOLARS	16	$96,000	$47,563	FMV	HOUSING AND TRAVEL EXPENSES

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF 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, AND 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 RELATED TO US SCIENCE OR SCIENCE EDUCATION. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH GRANTEE IS REQUIRED TO SUBMIT ANNUAL FINANCIAL AND PROGRESS REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL A CRONIN PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER (THRU 01/23)	$28,282	$0	$0	$0	$656,344	$0	$3,020	$0	$1,015	$0	$688,661	$0	$0	$0
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC	$555,186	$0	$0	$0	$33,487	$0	$33,000	$0	$24,539	$0	$646,212	$0	$0	$0
DAVID E CLAPHAM PHD
SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER	$531,370	$0	$0	$0	$35,450	$0	$33,000	$0	$35,522	$0	$635,342	$0	$0	$0
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VICE PRESIDENT OF OPERATIONS	$434,342	$0	$12,859	$0	$11,894	$0	$33,000	$0	$22,722	$0	$514,817	$0	$0	$0
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER	$1,096,955	$0	$2,472,130	$0	$23,810	$0	$33,000	$0	$38,621	$0	$3,664,516	$0	$0	$0
ERIN K O'SHEA PHD
PRESIDENT	$1,565,148	$0	$0	$0	$31,450	$0	$33,000	$0	$31,040	$0	$1,660,638	$0	$0	$0
BLANTON TOLBERT PHD
VP SCIENCE LEADERSHIP AND CULTURE	$754,451	$0	$0	$0	$305,723	$0	$33,000	$0	$20,029	$0	$1,113,203	$0	$0	$0
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY	$759,093	$0	$0	$0	$130,489	$0	$33,000	$0	$29,773	$0	$952,355	$0	$0	$0
SEAN B CARROLL PHD
INVESTIGATOR/ FORMER VP SCI. & ED.MEDIA GROUP (THRU 11/23)	$773,095	$0	$26,796	$0	$48,596	$0	$33,000	$0	$23,709	$0	$905,196	$0	$0	$0
LESLIE B VOSSHALL PHD
VP & CHIEF SCIENTIFIC OFFICER	$733,418	$0	$0	$0	$78,411	$0	$33,000	$0	$35,447	$0	$880,276	$0	$0	$0
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS (THRU 07/24)	$742,071	$0	$0	$0	$7,727	$0	$33,000	$0	$24,920	$0	$807,718	$0	$0	$0
NELSON SPRUSTON PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS (AS OF 08/24)	$566,312	$0	$95,000	$0	$6,504	$0	$33,000	$0	$39,818	$0	$740,634	$0	$0	$0
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES	$404,341	$0	$0	$0	$26,925	$0	$33,000	$0	$17,208	$0	$481,474	$0	$0	$0
KRISTINA HEIBERGER ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY	$371,906	$0	$0	$0	$25,636	$0	$33,000	$0	$39,740	$0	$470,282	$0	$0	$0
LYNNE LOCHTE
CHIEF FINANCIAL OFFICER & TREASURER	$333,007	$0	$47,090	$0	$26,589	$0	$33,000	$0	$17,902	$0	$457,588	$0	$0	$0
NATASHA NEISES
SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS	$279,591	$0	$0	$0	$3,149	$0	$28,552	$0	$15,042	$0	$326,334	$0	$0	$0
JEREMY COMPTON
ASSOCIATE CONTROLLER (THRU 7/24)/CONTROLLER & ASSISTANT TREASURER (AS OF 08/24)	$239,105	$0	$0	$0	$3,022	$0	$24,001	$0	$11,467	$0	$277,595	$0	$0	$0
MARK SPROLES
MANAGING DIRECTOR, PRIVATE MARKETS	$576,384	$0	$1,022,597	$0	$26,471	$0	$33,000	$0	$34,452	$0	$1,692,904	$0	$0	$0
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS	$530,316	$0	$897,639	$0	$26,357	$0	$33,000	$0	$37,597	$0	$1,524,909	$0	$0	$0
RICHARD A PENDER
MANAGING DIRECTOR, PUBLIC MARKETS (THRU 4/23)	$201,499	$0	$810,470	$0	$95,858	$0	$21,280	$0	$11,608	$0	$1,140,715	$0	$0	$0
KAREN EIFLER
MANAGING DIRECTOR, PUBLIC MARKETS	$599,652	$0	$385,500	$0	$4,230	$0	$33,000	$0	$1,649	$0	$1,024,031	$0	$0	$0
JUSTIN GALEN
MANAGING DIRECTOR, PRIVATE MARKETS (THRU 4/24)	$490,825	$0	$333,946	$0	$3,003	$0	$33,000	$0	$33,420	$0	$894,194	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	UNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS, AND ITS PRESIDENT, VICE PRESIDENTS, AND CERTAIN ADVISORY GROUP MEMBERS FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS OF THREE HOURS OR MORE. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE COACH MAY BE FIRST CLASS. AS AN ALTERNATIVE, HHMI MAY REIMBURSE FOR THE COST OF COACH AIRFARE PLUS THE COST OF AN UPGRADE TO TRAVEL AT ONE LEVEL ABOVE COACH FOR A FLIGHT OF THREE HOURS OR MORE. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 2024, 5 OFFICERS AND 4 TRUSTEES FLEW FIRST CLASS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	HHMI'S PRESIDENT RESIDES IN AN HHMI-OWNED HOUSE ON THE HEADQUARTERS CAMPUS AND IS REQUIRED TO LIVE IN THIS RESIDENCE AS A CONDITION OF EMPLOYMENT. BECAUSE HHMI'S PRESIDENT IS ALSO REQUIRED TO SPEND TIME AT HHMI'S JANELIA CAMPUS, WHERE SHE RUNS A RESEARCH LABORATORY, ATTENDS MEETINGS, AND PARTICIPATES IN CONFERENCES, HHMI MAKES AN APARTMENT AVAILABLE TO HER AT THAT LOCATION. ADDITIONALLY, HHMI'S VICE PRESIDENT AND EXECUTIVE DIRECTOR, JANELIA RESEARCH CAMPUS, IS REQUIRED AS A CONDITION OF EMPLOYMENT TO RESIDE ON THE JANELIA CAMPUS IN HOUSING BUILT FOR THAT PURPOSE. THE INSTITUTE PROVIDED A HOUSING ASSISTANCE PROGRAM FOR ONE OFFICER 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 SEPARATION PAYMENT TO ITS FORMER VP & CHIEF FINANCIAL & OPERATING OFFICER IN THE AMOUNT OF $654,353.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE INSTITUTE HAS ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLANS FOR ITS PRESIDENT AND ITS VP & GENERAL COUNSEL & SECRETARY. THE DEFERRED COMPENSATION PLANS HAVE BOTH A PERFORMANCE PERIOD AS WELL AS PERFORMANCE GOALS. THESE AMOUNTS ARE NOT YET VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE.
Schedule J, Part I, Line 7 Non-fixed payments	HHMI HAS AN INCENTIVE COMPENSATION PLAN FOR ITS SENIOR INVESTMENT STAFF WHICH PROVIDES AN INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY COMPONENT BASED ON EXCEPTIONAL PERFORMANCE TIED TO CERTAIN ATTRIBUTES THAT ARE NOT TIED TO INVESTMENT PERFORMANCE. AWARDS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception	WHEN RECRUITING INDIVIDUALS FOR HIGH-LEVEL POSITIONS, HHMI TYPICALLY ENTERS INTO INITIAL CONTRACTS. HHMI HAS ENTERED INTO INITIAL CONTRACTS WITH A NUMBER OF VICE PRESIDENTS. HHMI'S STANDARD PRACTICE IS TO HAVE INDEPENDENT COMPENSATION CONSULTANTS REGULARLY REVIEW AND CONFIRM THE REASONABLENESS OF COMPENSATION OF HHMI'S OFFICERS AND KEY EMPLOYEES, REGARDLESS OF WHETHER THE INITIAL CONTRACT EXCEPTION APPLIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
LOUDOUN COUNTY IDA
A	521310230	545910AL5	2003-02-27	$500,000,000	SERIES 2003 - FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS	false	false	false
LOUDOUN COUNTY IDA
B	521310230	545910AP6	2009-10-02	$23,000,000	SERIES 2009B - FINANCE CONSTRUCTION OF JANELIA APT	false	false	false
LOUDOUN COUNTY IDA
C	521310230	545910AQ4	2013-05-15	$33,130,000	SERIES 2013A - FINANCE CONSTRUCTION OF JANELIA APT B	false	false	false
MEDCO
D	521376562	574205FY1	2008-02-21	$83,500,000	SERIES 2008A - FINANCE CONSTRUCTION OF HQ EXPANSION	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$534,028,000	$0	$54,203,000	$0	$200,000	$0	$0	$479,625,000	$0	$0	2006	false	false	Yes (true)	Yes (true)
B	$0	$0	$23,022,042	$0	$904,914	$0	$0	$0	$43,305	$22,073,823	$0	$0	2011	false	false	Yes (true)	Yes (true)
C	$0	$0	$33,145,417	$0	$1,173,864	$0	$397,311	$0	$0	$31,574,242	$0	$0	2015	false	false	Yes (true)	Yes (true)
D	$0	$0	$84,953,297	$0	$5,954,687	$0	$631,673	$0	$0	$78,366,937	$0	$0	2010	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	false		false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false		false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	false		false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
WELLS FARGO
A	false	false	false	Yes (true)	Yes (true)	Yes (true)	20.0	false	false	false	false	Yes (true)
JPMORGAN CHASE
B	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.0	false	false	false	false	Yes (true)
WELLS FARGO BANK
C	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.0	false	false	false	false	Yes (true)
JP MORGAN
D	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.0	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I Part I	The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7.
Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds	The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013, 6/6/2019, and 9/15/2022 included investment proceeds that made up the difference between the amount of the bond issue and the total proceeds.
Schedule K, Part IV Part IV - Name of Provider	The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.)
Schedule K, Part IV, Line 2c COLUMN A	Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 03/02/2023
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/10/2024
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/16/2023
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/28/2023
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: ECO. DEV. AUTH. OF LOUDOUN CTY, VA The calculation for computing no rebate due was performed on 07/01/2024

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MEDCO
A	521376562	574205FZ8	2008-05-15	$76,500,000	SERIES 2008B - REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990	false	false	false
ECO DEV AUTH OF LOUDOUN CTY VA
B	521310230	54601TAA4	2019-06-06	$51,773,425	SERIES 2019A - FINANCE CONSTRUCTION OF JANELIA APT C	false	false	false
ECO DEV AUTH OF LOUDOUN CTY VA
C	521310230	54601TAB2	2022-09-15	$156,976,000	SERIES 2022A - FINANCE IMPROVEMENTS TO JRC RESEARCH & OPERATIONS SPACE; REFINANCE TAXABLE DEBT	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$76,500,000	$0	$0	$0	$0	$0	$0	$0	$76,500,000	$0	1993	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$52,384,157	$0	$0	$0	$772,575	$0	$0	$51,611,582	$0	$0	2021	false	false	Yes (true)	Yes (true)
C	$0	$0	$166,440,720	$0	$9,884,444	$0	$1,273,839	$0	$0	$14,780,953	$40,463,094	$100,038,390		false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A
B	false	false	Yes (true)	Yes (true)	false	0.0	0.0	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false	0.0	0.0	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
GOLDMAN SACHS
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	30.0	false	false	false	false	Yes (true)
(no name)
B	false	false	false	Yes (true)	false	false				false	false	Yes (true)
(no name)
C	false	Yes (true)	false	false	false	false				false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OWEN TOLBERT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	CHILD	RelationshipWithOrgTxt
Cash Grant	$8,918	CashGrantAmt
Type Of Assistance	STIPEND, HOUSING & TRAVEL	TypeOfAssistanceTxt
Assistance Purpose	MEDICAL RESEARCH	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
VIKNESH SIVANATHAN
SPOUSE	$194,889	SALARY & BENEFITS	false
DANETTE SPRUSTON
SPOUSE	$112,385	SALARY & BENEFITS	false

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS	TWO OFFICERS ARE MARRIED TO STAFF MEMBERS. CONSISTENT WITH HHMI POLICIES, NEITHER STAFF MEMBER REPORTS TO THEIR SPOUSE.
Schedule L, Part III, Column (d) REPORTABLE GRANTS OR OTHER ASSISTANCE	THE CHILD OF AN OFFICER PARTICIPATED IN THE INSTITUTE'S JANELIA-MEYERHOFF UNDERGRADUATE SUMMER PROGRAM. CONSISTENT WITH HHMI POLICIES ON CONFLICTS OF INTEREST AND COMMITMENT, THE OFFICER DOES NOT HAVE OVERSIGHT OF THIS PROGRAM AND IS NOT INVOLVED IN ITS SELECTION PROCESS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 4 Significant changes to organizational documents	In May 2024, HHMI amended its Certificate of Incorporation to address HHMI's real and personal property in California. The amendment added reference to California's Revenue and Taxation Code section 214 in the Article regarding disposal of HHMI's assets in the event of dissolution. Upon dissolution, HHMI's real and personal property located in California shall be distributed to non-profit corporations, trusts, funds or foundations that are organized and operated exclusively for charitable, educational and scientific purposes meeting the requirements of California Revenue and Taxation Code section 214 and that have tax-exempt status under Internal Revenue Code section 501(c)(3).
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance department, in coordination with other HHMI departments as needed. The draft return is reviewed by Senior Management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed.
Form 990, Part VI, Line 12c Conflict of interest policy	In addition to HHMI's Code of Conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The Conflict of Interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The Conflict of Interest policies covering HHMI's Officers and Key Employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chair of the Trustees.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2024 in determining compensation for the following positions for fiscal year 2025: President, other officers, and Investment Department Managing Directors.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2024 in determining compensation for the following positions for fiscal year 2025: President, other officers, and Investment Department Managing Directors.
Form 990, Part VI, Line 19 Required documents available to the public	HHMI's Certificate of Incorporation and By-laws are available on request. HHMI's Code of Conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Grant write-offs - 1403144; Grant refunds - 1288637; Other components of net periodic benefit cost - -32043226; Deferred Tax Benefit - 109875;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
HHMI I LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI II LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI III LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI IV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI V LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI VI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI VII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$199,222	$11,929,537
HHMI VIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XIV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI-SA LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	RESEARCH	DE	HHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	VA	HHMI
LSV ADVANTAGE INTERNATIONAL III LLC
540 MADISON AVENUE 33RD FL	New York	NY	10022	INVESTMENT	DE	HHMI	-$51,704	$1,347,694
LSV ADVANTAGE INTERNATIONAL III-B LLC
540 MADISON AVENUE 33RD FL	New York	NY	10022	INVESTMENT	DE	HHMI	-$49,386	$3,395,454
LSV ADVANTAGE INTL III (CAYMAN) LTD
				INVESTMENT		HHMI	-$427,844	$9,905,420	89 NEXUS WAY 2/F CAMANA BAY	GRAND CAYMAN	CJ	KY11205	980689621	CJ
LSV ADVANTAGE INTL III-B (CAYMAN) LTD
				INVESTMENT		HHMI	$9,343,889	$64,054,476	89 NEXUS WAY 2/F CAMANA BAY	GRAND CAYMAN	CJ	KY11205	981087158	CJ
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	FILM PROD	DE	HHMI		$2,677					471329820
PSG LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	VA	HHMI
SPRUGOS INVESTMENTS II LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	-$3,869,628	$1,068,648
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS V LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS VII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$443	$202,042
SPRUGOS INVESTMENTS VIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	-$24,867,279	$183,117,173
SPRUGOS INVESTMENTS X LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS XI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS XII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	FILM PROD	DE	HHMI	$632,941

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Address Line2USAddress/AddressLine2Txt	Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt	Address Line2ForeignAddress/AddressLine2Txt
APCM OPPORTUNITY FUND LP
530 FIFTH AVENUE 20TH FLOOR	NEW YORK	NY	10036	841808166	INVESTMENT	DE	HHMI	Excluded	$2,672,829	$101,916,049	false	false	0.99
BLOSSOM CAPITAL CO-INVESTMENT (A) LP
					INVESTMENT		HHMI	Excluded		$5,059,245	false	false	1	GK
BLOSSOM CAPITAL CO-INVESTMENT (CH) LP
					INVESTMENT		HHMI	Excluded	$82	$16,569,470	false	false	0.62	GK
BLOSSOM CAPITAL CO-INVESTMENT (MP) LP
					INVESTMENT		HHMI	Excluded	$46	$15,069,145	false	false	0.5	GK
BLOSSOM CAPITAL CO-INVESTMENT (P1) LP
					INVESTMENT		HHMI	Excluded	-$98	$10,112,959	false	false	0.95	GK
BLOSSOM CAPITAL CO-INVESTMENT (S) LP
					INVESTMENT		HHMI	Excluded	$25	$5,109,081	false	false	0.77	GK
BLOSSOM CAPITAL CO-INVESTMENT (T1) LP
					INVESTMENT		HHMI	Excluded	-$56	$10,065,276	false	false	1	GK
CERBERUS HH PARTNERS AIV LP
				854216473	INVESTMENT		HHMI	Excluded	$241,125	$1,937,381	false	false	0.87	CJ	ONE NEXUS WAY	CAMANA BAY	GRAND CAYMAN	CJ	KY19005
CERBERUS HH PARTNERS LP
				981102879	INVESTMENT		HHMI	Excluded	$2,050,266	$25,504,628	false	false	0.87	CJ	ONE NEXUS WAY	CAMANA BAY	GRAND CAYMAN	CJ	KY19005
COMBINED RATIO PARTNERS LP
1350 AVENUE OF THE AMERICAS	NEW YORK	NY	10019		INVESTMENT	DE	HHMI	Excluded			false	false	0.98							SUITE 3005
DARK ROAST CAPITAL LP
130 W 42ND ST 20TH FL	NEW YORK	NY	10036	843603822	INVESTMENT	DE	HHMI	Excluded	$1,319,517	$36,548,473	false	false	0.66
DCVR HM STRATEGIC PARTNERS LP (FKA COLHM STRATEGIC PARTNERS LP)
515 SOUTH FLOWER ST 44TH FL	LOS ANGELES	CA	90071	453436140	INVESTMENT	CA	HHMI	Excluded	$31,053	$21,351,432	false	false	1
DIAKRISIS FUND LP
2777 SUMMER STREET SUITE 301	STAMFORD	CT	06905	352577920	INVESTMENT	CT	HHMI	Excluded	$35,725,834	$347,297,376	false	false	0.6
ECHO STREET CAPITAL CV 1 LLC
251 LITTLE FALLS DRIVE	WILMINGTON	DE	19808	352577921	INVESTMENT	DE	HHMI	Excluded	$3,296	$8,051,993	false	false	1
ECHO STREET GOODCO NEW WORLD MASTER FUND LP
12 EAST 49TH STREET 44TH FL	NEW YORK	NY	10017	981693642	INVESTMENT		ECHO STREET GOODCO NEW WORLD OFFSHORE LTD	Excluded	$8,276,141	$163,458,873	false	false	0	CJ
ELLINGTON SYSTEMATIC CREDIT MASTER FUND LTD FKA HH ELLINGTON MASTER FUND LT
				981020904	INVESTMENT		ELLINGTON SYSTEMATIC CREDIT FUND LTD	Excluded	$1,777,121	$21,185,371	false	false	0.9	CJ	WALKER HOUSE 87 MARY ST	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104		D
EMMA 1 MASTER FUND LP
411 WEST PUTNAM AVENUE	GREENWICH	CT	06830	981500184	INVESTMENT		EMMA 1 FEEDER FUND LTD	Excluded	$8,038,534	$180,083,341	false	false	0.98	CJ
ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP
410 GREENWICH AVENUE	GREENWICH	CT	06830	823123572	INVESTMENT	CT	HHMI	Excluded	$3,059,264	$94,774,221	false	false	0.76
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
1313 DOLLEY MADISON BLVD	MCLEAN	VA	22101	825280920	INVESTMENT	VA	HHMI	Excluded	$3,572,508	$83,582,683	false	false	0.97							SUITE 306
GEM BVP CO-INV-A LP
900 NORTH MICHIGAN AVENUE	CHICAGO	IL	60611	472251559	INVESTMENT	IL	HHMI	Excluded		$5,268,532	false	false	1							SUITE 1450
HH HOLDCO CO-INVESTMENT FUND LP
32 BROADWAY SUITE 1201	NEW YORK	NY	10017	300864915	INVESTMENT	NY	HHMI	Excluded	$268,342	$1,784,195	false	false	0.9
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP
					INVESTMENT		HHMI	Excluded	$10,423	$28,164,818	false	false	0.86	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
					INVESTMENT		HHMI	Excluded	$2,389,470	$4,750,760	false	false	0.81	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
					INVESTMENT		HHMI	Excluded	$2,389,470	$4,750,760	false	false	0.81	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
					INVESTMENT		HHMI	Excluded	$2,389,470	$4,750,760	false	false	0.81	JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
					INVESTMENT		HHMI	Excluded	$17,218,658	$44,771,322	false	false	0.88	JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
					INVESTMENT		HHMI	Excluded	$17,218,658	$44,771,322	false	false	0.88	JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
					INVESTMENT		HHMI	Excluded	$17,218,658	$44,771,322	false	false	0.88	JE
MADISON ACQUISITION 4 LP
540 MADISON AVENUE 33RD FL	NEW YORK	NY	10022	364705548	INVESTMENT	DE	LSV ADVANTAGE INTERNATIONAL III-B LLC	Excluded	$179,830	$2,435,356	false	false	0.66
MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD
					INVESTMENT		MSOF HOLDINGS LTD	Excluded	-$1,700,977	$77,971,684	false	false	0.95	CJ
MSOF HOLDINGS LTD
					INVESTMENT		MONARCH SPECIAL OPPORTUNITIES FUND LTD	Excluded	-$1,700,977	$77,971,684	false	false	1	CJ
NORTH PEAK CAPITAL ALPHA FUND LP
405 LEXINGTON AVENUE STE 5001	NEW YORK	NY	10174		INVESTMENT	DE	HHMI	Excluded	$3,040,800	$300,055,643	false	false	1
PRISMA CAPITAL SOLUTIONS FUND II B LP
				981628774	INVESTMENT		PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP	Excluded	$51,301	$95,747,542	false	false	0.82	CA	C/O 152928 CANADA INC 199 BAY ST	TORONTO	ONTARIO	CA	M5L1B9			5300 COMMERCE COURT WEST
PRISMA CAPITAL SPECIAL SITUTATIONS FUND I C LP
				981468087	INVESTMENT		PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP	Excluded	$877,575	$33,389,552	false	false	0.6	CA	C/O 152928 CANADA INC 199 BAY ST	TORONTO	ONTARIO	CA	M5L1B9			5300 COMMERCE COURT WEST
PSSI COINVESTMENT 3 LP
				981536870	INVESTMENT		PSSI COINVESTMENT 3 FEEDER LP	Excluded	-$884,416	$61,151,890	false	false	0	CA
QED SOL HOLDINGS LLC
251 LITTLE FALLS DRIVE	WILMINGTON	DE	19808		INVESTMENT	DE	HHMI	Excluded		$13,265,396	false	false	0.53
RCH OIL AND GAS MIDSTREAM FUND
3953 MAPLE AVENUE	DALLAS	TX	75219	831010065	INVESTMENT	TX	HHMI	Excluded	$24,338,395	$182,189,931	false	false	1							SUITE 180
SOLUS OPPORTUNITIES FUND 2 LP
410 PARK AVENUE 11TH FLOOR	NEW YORK	NY	10022	463541945	INVESTMENT	NY	HHMI	Excluded	$1,607	$19,487,734	false	false	0.88

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)

Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
AMPFIELD HOLDINGS (OFFSHORE) (H) LTD
C/O MOURANT GOVERN SERVICES CAYMAN	94 SOLARIS AVE PO BOX 1348	CAMANA BAY	GRAND CAYMAN	CJ	KY11108	923091466	INVESTMENT	CJ	HHMI	C Corporation	$1,973,211	$247,163,338	1	Yes (true)
BLANTYRE MULANJE SPC
PO BOX 309 UGLAND HOUSE		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104		INVESTMENT	CJ	HHMI	C Corporation	$11,637,952	$8,989,707	0.65	Yes (true)
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
PO BOX 309 UGLAND HOUSE		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104		INVESTMENT	CJ	HHMI	C Corporation	$5,927,920	$112,547,455	0.6	Yes (true)
BLANTYRE SPECIAL SITUATIONS FUND II LIMITED
PO BOX 309 UGLAND HOUSE		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104	981560800	INVESTMENT	CJ	HHMI	C Corporation	$5,218	$119,416,757	0.67	Yes (true)
BRIARWOOD CAPITAL (OFFSHORE) LTD
							INVESTMENT	CJ	HHMI	C Corporation	$14,365,273	$158,846,564	0.62	Yes (true)	130 W 42ND ST	20TH FLOOR	NEW YORK	NY	10036
ECHO STREET GOODCO NEW WORLD (OFFSHORE) LTD
							INVESTMENT	CJ	HHMI	C Corporation	$8,276,459	$163,465,154	0	Yes (true)	12 EAST 49TH STREET 44TH FL		NEW YORK	NY	10017
EJF IB FINANCING LP
WALKERS CORPORATE	27 HOSPITAL ROAD	GEORGE TOWN	GRAND CAYMAN	CJ	KY19008	981293036	INVESTMENT	CJ	HHMI	C Corporation	$826,939	$8,833,419	1	Yes (true)
ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD)
WALKER HOUSE 87 MARY STREET		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104		INVESTMENT	CJ	HHMI	C Corporation	$1,800,315	$12,873,397	1	Yes (true)
EMMA 1 FEEDER FUND LTD
89 NEXUS WAY CAMANA BAY		GEORGE TOWN	GRAND CAYMAN	CJ	KY11205	981500792	INVESTMENT	CJ	HHMI	C Corporation	$8,213,845	$176,114,471	1	Yes (true)
EPIRIS FUND II CO-INVESTMENT (B) 2 LP
						981466593	INVESTMENT	JE	HHMI	C Corporation	$306	$10,517,159	0.89	Yes (true)
LINONIA PARTNERS OFFSHORE FUND LTD
C/O HEDGESERV CAYMAN LTD	6TH FL SIX CRICKET SQ	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104		INVESTMENT	CJ	HHMI	C Corporation	-$2,522,731	$385,251,522	0.88	Yes (true)
LSV ADVANTAGE INTERNATIONAL III LTD
89 NEXUS WAY 2/F CAMANA BAY		GEORGE TOWN	GRAND CAYMAN	CJ	KY11205	981300995	INVESTMENT	CJ	HHMI	C Corporation	$133,603	$0	1	Yes (true)
LSV ADVANTAGE INTERNATIONAL III-B LTD
89 NEXUS WAY 2/F CAMANA BAY		GEORGE TOWN	GRAND CAYMAN	CJ	KY11205	981315328	INVESTMENT	CJ	HHMI	C Corporation	$813,671	$1,184,840	1	Yes (true)
LSV ADVANTAGE INTERNATIONAL III-C LTD
89 NEXUS WAY 2/F CAMANA BAY		GEORGE TOWN	GRAND CAYMAN	CJ	KY11205	981331158	INVESTMENT	CJ	HHMI	C Corporation	$267,095	$14,740,180	1	Yes (true)
MONARCH SPECIAL OPPORTUNITIES FUND LTD
						981200421	INVESTMENT	CJ	HHMI	C Corporation	-$1,543,210	$83,327,998	1	Yes (true)
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
89 NEXUS WAY CAMANA BAY		GEORGE TOWN	GRAND CAYMAN	CJ	KY19007		INVESTMENT	CJ	HHMI	C Corporation	$786,402	$62,506,411	0.94	Yes (true)
NEWTYN OFFSHORE PARTNERS LTD
							INVESTMENT	CJ	HHMI	C Corporation	-$1,621,859	$140,371,979	0.86	Yes (true)	C/O NEWTYN MANAGEMENT LLC	60 EAST 42ND ST STE 690	NEW YORK	NY	10165
PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP
199 BAY ST 5300 COMMERCE COURT WES		TORONTO	ONTARIO	CA	M5L1B9	981632841	INVESTMENT	CA	HHMI	C Corporation	-$3,795,478	$88,441,274	1	Yes (true)
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
199 BAY ST 5300 COMMERCE COURT WES		TORONTO	ONTARIO	CA	M5L1B9	981492831	INVESTMENT	CA	HHMI	C Corporation	$2,869,535	$105,248,213	1	Yes (true)
PSSI COINVESTMENT FEEDER 3 LP
						981552419	INVESTMENT	CA	HHMI	C Corporation	-$959,303	$60,254,641	0.98	Yes (true)
SPECIAL SITUATIONS HH CARRY LP
PO BOX 309 UGLAND HOUSE		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104	981513197	INVESTMENT	CJ	HHMI	C Corporation		$5,200,844	0.99	Yes (true)
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
						981520753	INVESTMENT	CJ	HHMI	C Corporation	$18,739,515	$31,910,198	1	Yes (true)	125 GAITHER DR STE L		MOUNT LAUREL	NJ	08054
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
						981568847	INVESTMENT	CJ	HHMI	C Corporation	$9,371,425	$125,818,811	1	Yes (true)	125 GAITHER DR STE L		MOUNT LAUREL	NJ	08054
WILLA A LP
						981380677	INVESTMENT	JE	HHMI	C Corporation	$1,266	$10,447,154	1	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (50 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
AMPFIELD HOLDINGS (OFFSHORE) (H) LTD
B	$75,000,000	FMV
BLANTYRE MULANJE SPC
S	$1,247,898	FMV
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
S	$3,526,503	FMV
BLOSSOM CAPITAL CO-INVESTMENT (A) LP
B	$5,122,000	FMV
BLOSSOM CAPITAL CO-INVESTMENT (MP) LP
B	$94,000	FMV
BLOSSOM CAPITAL CO-INVESTMENT (P1) LP
B	$105,000	FMV
BLOSSOM CAPITAL CO-INVESTMENT (S) LP
B	$96,154	FMV
BLOSSOM CAPITAL CO-INVESTMENT (T1) LP
S	$94,000	FMV
BRIARWOOD CAPITAL (OFFSHORE) LTD
B	$11,317,267	FMV
BRIARWOOD CAPITAL (OFFSHORE) LTD
S	$5,526,318	FMV
CERBERUS HH PARTNERS LP
S	$832,133	FMV
COMBINED RATIO PARTNERS LP
B	$30,000,000	FMV
DIAKRISIS FUND LP
S	$38,100,000	FMV
ENDEAVOUR CAPITAL PRIVATE INVESTMENTS I LP
S	$8,652,374	FMV
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
S	$42,146,853	FMV
ECHO STREET GOODCO NEW WORLD OFFSHORE LTD
S	$161,510,994	FMV
EJF IB FINANCING
S	$904,000	FMV
ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD)
S	$9,000,000	FMV
EMMA 1 FEEDER FUND LTD
S	$65,000,000	FMV
EPIRIS FUND II CO-INVESTMENT (B) 2 LP
B	$318,751	FMV
HH HOLDCO CO-INVESTMENT FUND LP
B	$104,384	FMV
HH HOLDCO CO-INVESTMENT FUND LP
S	$3,002,436	FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
S	$3,272,799	FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
S	$3,272,800	FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
S	$3,272,800	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
S	$25,412,209	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
S	$25,412,209	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
S	$25,412,209	FMV
LINONIA PARTNERS OFFSHORE FUND LTD
B	$406,539,141	FMV
LINONIA PARTNERS OFFSHORE FUND LTD
S	$181,539,141	FMV
LSV ADVANTAGE INTERNATIONAL III LTD
S	$76,478	FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
B	$135,053	FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
S	$990,795	FMV
LSV ADVANTAGE INTERNATIONAL III-C LTD
B	$862,097	FMV
LSV ADVANTAGE INTERNATIONAL III-C LTD
S	$2,047,727	FMV
MADISON ACQUISITION 4 LP
B	$84,368	FMV
MONARCH SPECIAL OPPORTUNITIES FUND LTD - SERIES B
S	$38,522,499	FMV
NEWFOUNDLAND TERRA NOVA OFFSHORE FUND
S	$11,364,754	FMV
NEWTYN OFFSHORE PARTNERS LTD
B	$250,000,000	FMV
NORTH PEAK CAPITAL ALPHA FUND LP
B	$80,000,000	FMV
RCH OIL AND GAS MIDSTREAM FUND
S	$105,000,000	FMV
PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP
B	$3,459,366	FMV
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
B	$4,855,411	FMV
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
S	$21,742,223	FMV
PSSI CO-INVESTMENT FEEDER 3 LP
B	$206,342	FMV
PSSI CO-INVESTMENT FEEDER 3 LP
S	$15,438,996	FMV
SOLUS OPPORTUNITIES FUND 2 LP
B	$572,350	FMV
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
B	$5,260,943	FMV
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
S	$8,731,833	FMV
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
S	$6,154,004	FMV