HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-04-19
- IRS object ID
- 201721099349300802
- Schema version
- 2015v3.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-19T09:00:10-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW STE 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | 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 | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nitin V Kotak | PersonNm |
| Person Title | CFO & Treasurer | PersonTitleTxt |
| Signature | 2017-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marci Krause | PreparerPersonNm |
| PTIN | P00394681 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN K O'SHEA PHD | 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 | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,901,814,102 | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3383 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$1,833,057 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $66,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,321,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,033,219 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,223,162 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,963,222,595 | PYInvestmentIncomeAmt |
| CY Investment Income | $921,724,327 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,244,324 | PYOtherRevenueAmt |
| CY Other Revenue | $257,052,143 | CYOtherRevenueAmt |
| PY Total Revenue | $1,982,566,539 | PYTotalRevenueAmt |
| CY Total Revenue | $1,200,320,873 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,910,392 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $138,793,048 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $422,462,257 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $438,554,171 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $544,226,576 | PYOtherExpensesAmt |
| CY Other Expenses | $556,129,969 | CYOtherExpensesAmt |
| PY Total Expenses | $1,013,599,225 | PYTotalExpensesAmt |
| CY Total Expenses | $1,133,477,188 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $968,967,314 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $66,843,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,693,736,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,082,502,290 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,522,501,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,306,942,737 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,171,235,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,775,559,553 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HOWARD HUGHES MEDICAL INSTITUTE ("INSTITUTE" OR "HHMI") IS THE NATION'S LARGEST PRIVATE BIOMEDICAL RESEARCH INSTITUTION, WITH JUST UNDER $18 BILLION IN NET ASSETS AT THE END OF ITS 2016 FISCAL YEAR. THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS CHARTER STATES "THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE WITHIN THE FIELD OF BASIC SCIENCES (PRINCIPALLY THE FIELD OF MEDICAL RESEARCH AND EDUCATION) AND THE EFFECTIVE APPLICATION THEREOF FOR THE BENEFIT OF MANKIND." | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $711,129,790 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,169,244 | RevenueAmt |
| Desc | MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (C) HIGHLIGHTS FROM HHMI RESEARCH LABORATORIES (FISCAL YEAR 2016) (D) HONORS AND AWARDS RECEIVED BY HHMI SCIENTISTS (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. THE INSTITUTE NURTURES THE CREATIVITY AND INTELLECTUAL DARING OF SCIENTISTS WHO ARE WILLING TO SET ASIDE CONVENTIONAL WISDOM OR THE "EASY" QUESTION FOR A FUNDAMENTAL PROBLEM THAT MAY TAKE MANY YEARS TO SOLVE. AMONG THE CHARACTERISTICS THAT DISTINGUISH THIS GROUP OF SCIENTISTS ARE QUALITIES SUCH AS CREATIVITY, A PENCHANT FOR RISK-TAKING, AND A COMMITMENT TO DISCOVERY, PRODUCTIVITY, AND PERSEVERANCE. THIS UNIQUE RESEARCH MODEL IS AN IMAGINATIVE AND POWERFUL ALTERNATIVE TO FUNDING BIOMEDICAL RESEARCH THROUGH GRANTS. THE HHMI INVESTIGATOR PROGRAM EMPLOYS MORE THAN 300 HHMI INVESTIGATORS, AMONG THEM 17 NOBEL LAUREATES AND 192 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES. HHMI INVESTIGATORS DIRECT INSTITUTE RESEARCH LABORATORIES ON THE CAMPUSES OF 65 UNIVERSITIES AND OTHER RESEARCH ORGANIZATIONS THROUGHOUT THE UNITED STATES. SINCE THE EARLY 1990S, INVESTIGATORS HAVE BEEN SELECTED THROUGH RIGOROUS NATIONAL COMPETITIONS. THE INSTITUTE SOLICITS APPLICATIONS DIRECTLY FROM SCIENTISTS AT MEDICAL SCHOOLS AND OTHER RESEARCH INSTITUTIONS IN THE UNITED STATES, WITH THE AIM OF IDENTIFYING THOSE WHO HAVE THE POTENTIAL TO MAKE SIGNIFICANT CONTRIBUTIONS TO SCIENCE. HHMI EMPLOYS AN OPEN APPLICATION PROCESS TO ENSURE THAT IT IS SELECTING ITS RESEARCHERS FROM A BROAD AND DEEP POOL OF SCIENTIFIC TALENT. In October 2015, the Royal Swedish Academy of Sciences selected Paul Modrich, an HHMI investigator at Duke University, together with Tomas Lindahl of the Francis Crick Institute and Clare Hall Laboratory in the UK and Aziz Sancar of University of North Carolina, Chapel Hill, as recipients of the 2015 Nobel Prize in Chemistry for mechanistic studies of DNA repair. The trio was honored for mapping, at a molecular level, how cells repair damaged DNA and safeguard the genetic information. According to the Nobel Foundation, their work has provided fundamental knowledge of how a living cell functions and is, for instance, used for the development of new cancer treatments. In June 2016, the HHMI Trustees elected David E. Clapham, MD, PhD, an HHMI investigator at Boston Children's Hospital, as Vice President and Chief Scientific Officer. Clapham was the Aldo R. Castaneda Professor of Cardiovascular Research at Children's Hospital Boston and Professor of Neurobiology and Pediatrics at Harvard Medical School. A member of both the National Academy of Sciences and the American Academy of Arts and Sciences, he is a leader in the field of ion channel research. His research focuses on the role of calcium as an intracellular messenger and on the signals that control ion channels that carry calcium between cells. The identification and characterization of ion channels may make it possible to develop drugs that alleviate many disorders. Clapham succeeds Erin O'Shea, PhD, who was named president of HHMI . In HHMI launched the Transformative Technology Program that allows HHMI Investigators to acquire cutting-edge research equipment for their institution that simultaneously benefits their HHMI and non-HHMI colleagues. Through cost sharing with host institutions, the Transformative Technology Program provides a path by which HHMI scientists and colleagues can obtain research equipment that's typically difficult to fund. In general, this program will purchase and own the major equipment items, while the host institution's cost-sharing funds will support the ongoing setup and operation of the core facilities that house the instruments. In this initial competition, HHMI invested a total of $18.8 million for six projects that will benefit researchers around the country. This year, HHMI, the Simons Foundation, and the Bill & Melinda Gates Foundation selected 84 Faculty Scholars, early-career scientists who have great potential to make unique contributions to their field. The scientists represent 43 institutions across the United States. Through the new Faculty Scholars Program, the philanthropies will spend about $83 million over five years to support the first cohort of scientists selected to receive grants. The range of five-year grant award totals is $600,000-$1.8 million, including indirect costs. Faculty Scholars are required to devote at least 50 percent of their total effort to the direct conduct of research. Highlights of research conducted, and awards received, by HHMI scientists during its year ended August 31, 2016 are included below. (B) Janelia Research Campus The Janelia Research Campus offers a collaborative research environment for scientists across an array of disciplines who have focused on two broad scientific areas of scientific inquiry: the identification of general principles governing how neuronal circuits process information and development of imaging technologies and computational methods that support image analysis. In the current fiscal year, there were 47 group leaders at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. Janelia also operates a vibrant scientific conference program, bringing many scientists to its campus each year for educational meetings . In 2016, Janelia expanded its research program by launching a Neuronal Cell Biology Program that will support scientists investigating the structural and functional details of discrete neurons and exploring the inner landscape of these cells in dynamic neural environments, and leverage existing research and tools created at Janelia, such as the lattice light sheet microscope. The program will be led by Jennifer Lippincott-Schwartz, who moved to Janelia after 23 years as chief of the section on organelle biology in the Cell Biology and Metabolism Program, in the Division of Intramural Research at the National Institutes of Health (NIH). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,854,974 | ExpenseAmt |
| Grant | $117,992,048 | GrantAmt |
| Revenue | $53,918 | RevenueAmt |
| Desc | SCIENCE EDUCATION PROGRAMS (A) GRADUATE SCIENCE EDUCATION AND MEDICAL RESEARCH TRAINING (B) PRECOLLEGE AND UNDERGRADUATE SCIENCE EDUCATION PROGRAM (C) EDUCATIONAL MEDIA (D) TANGLED BANK STUDIOS (E) ELIFE - OPEN ACCESS JOURNAL HHMI'S DEPARTMENT OF SCIENCE EDUCATION EMPHASIZES INITIATIVES WITH THE POWER TO TRANSFORM GRADUATE, UNDERGRADUATE, AND PRECOLLEGE EDUCATION IN THE LIFE SCIENCES. HHMI IS THE LARGEST PRIVATE FUNDER OF SCIENCE EDUCATION IN THE UNITED STATES. DURING THE FISCAL YEAR, THE INSTITUTE DISTRIBUTED $57 MILLION IN GRANTS TO SUPPORT SCIENCE EDUCATION. The Institute's science education programs support ties between scientific research and teaching with the goal of increasing and enhancing student research opportunities; improving science courses, curricula, and instruction; and providing enhanced graduate and medical training opportunities. Most HHMI grants are awarded through competitions with specific objectives and eligibility criteria and awards are generally made following a stringent process of peer review. HHMI's educational activities are funded through three major programs; the goals of each program and the major activities for the year are summarized below. (A) Graduate Science Education and Medical Research Training These programs focus on the development of innovative graduate education through grants to institutions and fellowships to students. They support research fellowships for medical students, doctoral fellowships for students who are committed to increasing diversity among scientists, doctoral fellowships for international students pursuing the PhD at U.S. institutions. This fiscal year, HHMI selected 66 medical and veterinary students to participate in the Medical Research Fellows Program. The fellowships enable students to take a year off from professional school to conduct laboratory research. The hope is that these students will one day choose to work at the crossroads of basic research and clinical medicine. Six fellows in this year's class of 66 initial awardees are supported by HHMI's funding partners: Burroughs Wellcome Fund (BWF), Citizens United for Research in Epilepsy (CURE), the Duchenne Research Fund (DRF), and the Society of Interventional Radiology Foundation (SIRF). The program has funded more than 1,700 students since its start in 1989. This year, 13 fellows from the 2015 class are supported by HHMI for an additional year, making it the largest class of second-year fellows in the program's history. The program usually averages six second-year fellows per year. The International Predoctoral Fellowship program identifies accomplished and promising graduate students whose home countries are outside of the United States and who are ineligible for U.S. federal training grant support. Each fellowship is for three years, and pays a stipend, institutional allowance, and research allowance totaling $43,000 per year. In fiscal year 2016, HHMI selected 20 graduate students as International Predoctoral Fellows. HHMI's Gilliam Fellowships for Advanced Study Program awarded 34 fellowships to outstanding students who are pursuing a PhD in the life sciences and who are committed to increasing diversity among scientists. Each fellow will receive an annual award totaling $46,000, which includes a stipend, a training allowance, and an allowance for each fellow's institution, for up to three years. The applicant pool for the Gilliam fellowships consists of graduate students nominated by the principal investigators of non-MSTP T32 training grants awarded through the National Institute of General Medical Sciences (NIGMS), and alumni of HHMI's Exceptional Research Opportunities Program (EXROP), an initiative that provides undergraduate minority students with the opportunity to conduct research under the mentorship of HHMI scientists. A total of 142 students applied for the fellowships this year, including 18 EXROP alumni. (B) Precollege and Undergraduate Science Education Program These programs recruit and develop the future leaders of science and enhance science literacy among all students. Precollege grants support teacher training and inquiry-based student learning. Grants to colleges and universities support undergraduate student research, faculty and curriculum development, and science education outreach activities. In the 2016 fiscal year: HHMI has invited 91 schools to submit full proposals to apply for grants through HHMI's $60 million Inclusive Excellence initiative that is encouraging colleges and universities to broaden access to science excellence for all students. The proposals will be considered for first-round awards that will begin in September 2017. HHMI plans to award approximately 60 grants in two rounds of open competitions, each of which will follow the same format. In this round of the competition, HHMI will award up to 30 grants to institutions that are committed to inclusive science education and are well positioned to work over the next five years to improve their ability to become more inclusive of all students. HHMI's long-term aim is for successful strategies pioneered by the grantee institutions to serve as models to be adapted and adopted by other institutions. The 91 schools were selected from 511 that submitted pre-proposals in response to HHMI's launch of the initiative in May 2015. HHMI continued its partnership with the University of Maryland, Baltimore County (UMBC), the Pennsylvania State University, and the University of North Carolina at Chapel Hill (UNC), to launch the collaborative Meyerhoff Adaptation Project. The project aims to learn whether elements of UMBC's highly regarded Meyerhoff Scholars Program can be adapted at Penn State and UNC. The participating schools hope to share what they learn so other institutions might follow. During the five-year Meyerhoff Adaptation Project, Penn State and UNC, working closely with UMBC and HHMI, will expand and study the Meyerhoff model, while applying it to newly created programs on their campuses. The HHMI Professors Program empowers research scientists who can convey the excitement of science to undergraduates. The professors model fundamental reform in the way undergraduate science is taught at research universities through innovative teaching that demonstrates the rigor and value of scientific research. HHMI professors are committed to expanding and enhancing research opportunities for undergraduates and are encouraged to share ideas and collaborate with their peers to improve science education. Fifty-five scientists have been named HHMI professors since the program began in 2002. In addition to their commitment to student learning, these highly visible scientists have developed new educational resources and implemented novel mentoring programs to support students. In April 2016, HHMI announced a competition to select up to 15 new HHMI professors who will each receive a five-year, nonrenewable grant totaling $1 million; these awards will be made in the fall of 2017. The HHMI's Exceptional Research Opportunities Program (EXROP) is designed to encourage talented students to pursue careers in science by placing selected undergraduates in summer research experiences in the labs of HHMI investigators, professors, and at the Janelia Research Campus. In 2016, a total of 102 college students (69 first-year students and 33 second-year, "EXROP Capstone" students) were selected to participate in EXROP. The 2016 cohort marked the 14th year of the program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,914,932 | ExpenseAmt |
| Grant | $20,801,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR INTERNATIONAL SCIENCE (A) NEW INTERNATIONAL RESEARCH SCHOLARS PROGRAM (B) SENIOR INTERNATIONAL RESEARCH SCHOLARS PROGRAM (C) INTERNATIONAL EARLY CAREER SCIENTIST PROGRAM (D) AFRICA HEALTH RESEARCH INSTITUTE LAUNCHES IN SOUTH AFRICA (A) New International Research Scholars Program HHMI, together with the Bill & Melinda Gates Foundation, the Wellcome Trust, and the Calouste Gulbenkian Foundation, announced an international program to provide research support for up to 40 outstanding early career scientists. The program's aim is to help develop scientific talent worldwide in a wide variety of biomedical research fields. Awardees will be notified in April 2017. HHMI and its partners have committed a total of $30 million for the International Research Scholars Program and will award each scientist who is selected a total of $650,000 over five years. The competition is open to scientists who have trained in the U.S. or United Kingdom for at least one year and who have run their own labs for less than seven years. (B) Senior International Research Scholars Program HHMI continues to support 13 of the world's leading basic science researchers as Senior International Research Scholar (SIRS). The awards support outstanding biomedical scientists working outside the United States who have made significant contributions to fundamental research in the biological sciences. The SIRS awardees, selected from a group of previous HHMI international research scholars, are respected leaders in their fields. Each HHMI senior international research scholar receives a grant of $100,000 per year over five years, and presents their research at scientific meetings held at HHMI. The gatherings are intended to facilitate the exchange of ideas, stimulate new research, and provide an opportunity for collaboration with other HHMI scientists. The senior international research scholars' participation helps strengthen the growing network of international biomedical researchers. (C) International Early Career Scientist Program HHMI continues to support 24 international early career scientists who were selected for awards in 2012. Each selected scientist will receive $650,000 over a period of five years with the goal of helping these talented individuals establish independent research programs. In this pilot program, HHMI identified scientists who are, or have the potential to become, scientific leaders. The 24 HHMI international early career scientists conduct research at 20 institutions in 12 countries. Each scientist who was selected had directed his or her own laboratory for less than seven years when they applied to HHMI. The countries represented by the HHMI international early career scientists are Argentina, Brazil, Chile, China, Hungary, India, Italy, Poland, Portugal, South Africa, Spain, and South Korea. (D) Africa Health Research Institute Launches in South Africa In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN), and has provided significant funding to support its research efforts. In 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute, is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. The new venture is made possible through grants from HHMI and Wellcome Trust, with the University College London and UKZN as significant academic partners. The Africa Health Research Institute is committed to working towards the elimination of HIV and TB. To achieve this, the institute will bring together leading researchers from different fields, use cutting-edge science to improve people's health, and will help to train the next generation of African scientists. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $879,899,696 | TotalProgramServiceExpensesAmt |
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| Partial Liquidation | false | PartialLiquidationInd |
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| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
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| IRP Document | 801 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3383 | 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 |
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| Foreign Country | AU | ForeignCountryCd |
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| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | PO | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | AR | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | EN | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | JO | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MO | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | RO | ForeignCountryCd |
| Foreign Country | CE | ForeignCountryCd |
| Foreign Country | UP | ForeignCountryCd |
| Foreign Country | UY | ForeignCountryCd |
| Foreign Country | VE | ForeignCountryCd |
| Foreign Country | ZI | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| 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 | MD | 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 | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NITIN V KOTAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012158500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES A BAKER III ESQ | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| CHARLENE BARSHEFSKY ESQ | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| JOSEPH L GOLDSTEIN MD | |||||||||
| TRUSTEE, CHAIRMAN RESEARCH COMM | 4.0 | Yes (X) | $56,000 | $0 | $0 | ||||
| GARNETT L KEITH | |||||||||
| TRUSTEE, CHAIRMAN FINANCE COMM until 2/16 | 4.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| FRED R LUMMIS | |||||||||
| TRUSTEE, CHAIRMAN FINANCE COMM starting 2/16 | 4.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| PAUL M NURSE PHD | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $46,000 | $0 | $0 | ||||
| ALISON F RICHARD PHD | |||||||||
| TRUSTEE, CHAIRMAN EDUCATION COMM | 2.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| CLAYTON S ROSE PHD | |||||||||
| TRUSTEE, CHAIRMAN AUDIT & COMP | 6.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| KURT L SCHMOKE ESQ | |||||||||
| TRUSTEE, CHAIRMAN | 6.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| DEBORAH L SPAR PHD | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE M TATLOCK | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| LANDIS ZIMMERMAN | |||||||||
| VP & CHIEF INVESTMENT OFFICER | 40.0 | $3,611,224 | $0 | $56,631 | Yes (X) | ||||
| LAUREN T SPILIOTES ESQ | |||||||||
| DEP GENCOUNSEL/ASST SEC | 40.0 | $382,251 | $0 | $49,552 | Yes (X) | ||||
| SUSAN S PLOTNICK | |||||||||
| ASSISTANT TREASURER & DIRECTOR-FINANCE | 40.0 | $235,740 | $0 | $55,201 | Yes (X) | ||||
| MONIQUE L MARCUS | |||||||||
| CONTROLLER | 40.0 | $183,211 | $0 | $45,647 | Yes (X) | ||||
| ROBERT TJIAN PHD | |||||||||
| PRESIDENT | 40.0 | $1,364,377 | $0 | $72,244 | Yes (X) | ||||
| CHERYL A MOORE | |||||||||
| EXECUTIVE VP & COO | 40.0 | $891,077 | $0 | $47,771 | Yes (X) | ||||
| SEAN B CARROLL PHD | |||||||||
| VP FOR SCIENCE EDUCATION | 40.0 | $690,554 | $0 | $53,014 | Yes (X) | ||||
| HEIDI E HENNING ESQ | |||||||||
| VP,GENERAL COUNSEL/SEC | 40.0 | $565,186 | $0 | $54,742 | Yes (X) | ||||
| NITIN V KOTAK | |||||||||
| VP, CFO & TREASURER | 40.0 | $406,965 | $0 | $57,153 | Yes (X) | ||||
| ERIN K O'SHEA PHD | |||||||||
| VP & CHIEF SCI OFF | 40.0 | $753,361 | $0 | $45,598 | Yes (X) | ||||
| JOHN PALMISANO | |||||||||
| VP FOR INFORMATION TECHNOLOGY effective 11/15 | 40.0 | $31,622 | $0 | $3,283 | Yes (X) | ||||
| GERALD M RUBIN PHD | |||||||||
| VP&EXEC DIR,JANELIA RES CAMPUS | 40.0 | $744,485 | $0 | $123,162 | Yes (X) | ||||
| KATHY WYSZYNSKI | |||||||||
| VP, HUMAN RESOURCES | 40.0 | $279,928 | $0 | $40,532 | Yes (X) | ||||
| RICHARD A PENDER | |||||||||
| MAN DIR - US EQUITIES | 40.0 | $976,092 | $0 | $53,710 | Yes (X) | ||||
| ROBERT J KOLYER JR | |||||||||
| MAN DIR - DIVERSIFIED ASSETS | 40.0 | $1,459,392 | $0 | $54,773 | Yes (X) | ||||
| MARK A BARNARD | |||||||||
| MAN DIR - PRIVATE EQUITIES | 40.0 | $1,280,482 | $0 | $58,403 | Yes (X) | ||||
| STEPHEN M KITSOULIS | |||||||||
| MAN DIR - FIXED INCOME | 40.0 | $903,019 | $0 | $47,198 | Yes (X) | ||||
| GREGORY DENINNO | |||||||||
| MAN DIR - PRIVATE EQUITIES | 40.0 | $587,265 | $0 | $56,996 | Yes (X) | ||||
| ANIL MADHOK | |||||||||
| MAN DIR - INVESTMENTS & COO | 40.0 | $1,118,843 | $0 | $41,031 | Yes (X) | ||||
| DONALD KOCH | |||||||||
| MAN DIR - PORTFOLIO STRATEGY | 40.0 | $978,620 | $0 | $58,524 | Yes (X) | ||||
| THOMAS R CECH PHD | |||||||||
| INVESTIGATOR | 40.0 | $629,730 | $0 | $52,258 | Yes (X) | ||||
| RYAN L MATNEY | |||||||||
| DIRECTOR-DIVERSIFIED ASSETS | 40.0 | $603,568 | $0 | $56,286 | Yes (X) | ||||
| ERIC R KANDEL MD | |||||||||
| SENIOR INVESTIGATOR | 40.0 | $596,905 | $0 | $58,434 | Yes (X) | ||||
| MOHAMOUD JIBRELL | |||||||||
| VP FOR INFORMATION TECHNOLOGY | 40.0 | $320,220 | $0 | $158,629 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,066,117 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,400,772 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 722 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| TOURMALET ADVISORS | ||||||
| 2150 POST ROAD | FAIRFIELD | CT | 06824 | INVESTMENT MGT | $8,603,889 | |
| ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC) | ||||||
| 850 THIRD AVENUE | NEW YORK | NY | 10022 | INVESTMENT MGT | $4,641,671 | |
| ARAMARK HARRISON LODGING | ||||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | CONFERENCE CTR MGT | $4,161,191 | |
| WORKDAY INC | ||||||
| 6230 STONERIDGE MALL ROAD | PLEASANTON | CA | 94588 | IT SOFTWARE CONSULTING | $3,163,837 | |
| THE NORTH HIGHLAND COMPANY | ||||||
| 550 PHARR | ATLANTA | GA | 30305 | CONSULTANT | $2,963,032 | SUITE 850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 158 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $19,321,241 | AllOtherContributionsAmt |
| Total Contributions | $19,321,241 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900099 | $2,169,244 | $2,169,244 |
| TV & Film Royalties | 900099 | $53,918 | $53,918 |
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 | $2,223,162 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,038,300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,629,452 | UnrelatedBusinessRevenueAmt |
| Exclusion | $216,667,752 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,701,667 | TotalRevenueColumnAmt |
| Exclusion | $256,701,667 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $767,720 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,424,636 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$656,916 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$656,916 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$636,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$20,583 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,406,321,892 | SecuritiesAmt |
| Other | $11,432,728 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,700,068,593 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $706,253,299 | SecuritiesAmt |
| Other | $11,432,728 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $717,686,027 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,432,728 | UnrelatedBusinessRevenueAmt |
| Exclusion | $706,253,299 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA INCOME | 900099 | $271,442 | $271,442 |
| INVESTMENT EXPENSE REBATE | 900099 | $172,767 | $172,767 |
| CASH DISCOUNTS | 900099 | $132,378 | $132,378 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $430,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $430,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,007,392 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,200,320,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,223,162 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,833,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,180,609,527 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,593,272 | TotalAmt |
| Program Services | $31,593,272 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,398,776 | TotalAmt |
| Program Services | $86,398,776 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,801,000 | TotalAmt |
| Program Services | $20,801,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,274,181 | TotalAmt |
| Program Services | $2,453,676 | ProgramServicesAmt |
| Management And General | $12,820,505 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,039 | TotalAmt |
| Management And General | $220,039 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,923,649 | TotalAmt |
| Program Services | $235,196,437 | ProgramServicesAmt |
| Management And General | $31,727,212 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,662,921 | TotalAmt |
| Program Services | $19,940,803 | ProgramServicesAmt |
| Management And General | $2,722,118 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,950,973 | TotalAmt |
| Program Services | $99,333,829 | ProgramServicesAmt |
| Management And General | $16,617,144 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,522,408 | TotalAmt |
| Program Services | $15,181,179 | ProgramServicesAmt |
| Management And General | $2,341,229 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,710,170 | TotalAmt |
| Program Services | $2,083,137 | ProgramServicesAmt |
| Management And General | $1,627,033 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,762 | TotalAmt |
| Program Services | $12,212 | ProgramServicesAmt |
| Management And General | $959,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,458,786 | TotalAmt |
| Management And General | $67,458,786 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,629,075 | TotalAmt |
| Program Services | $26,043,956 | ProgramServicesAmt |
| Management And General | $14,585,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,826,570 | TotalAmt |
| Program Services | $3,550,890 | ProgramServicesAmt |
| Management And General | $1,275,680 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,401,261 | TotalAmt |
| Program Services | $659,392 | ProgramServicesAmt |
| Management And General | $8,741,869 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,132 | TotalAmt |
| Program Services | $6,760 | ProgramServicesAmt |
| Management And General | $16,372 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,412,496 | TotalAmt |
| Program Services | $78,779,948 | ProgramServicesAmt |
| Management And General | -$367,452 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,136,399 | TotalAmt |
| Program Services | $6,732,161 | ProgramServicesAmt |
| Management And General | $1,404,238 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,072,244 | TotalAmt |
| Program Services | $2,713,796 | ProgramServicesAmt |
| Management And General | $1,358,448 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,286,215 | TotalAmt |
| Program Services | $308,533 | ProgramServicesAmt |
| Management And General | $75,977,682 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,426,346 | TotalAmt |
| Program Services | $75,119,977 | ProgramServicesAmt |
| Management And General | $9,306,369 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,689 | TotalAmt |
| Program Services | $164,385 | ProgramServicesAmt |
| Management And General | $322,304 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB & OTHER SCIENTIFIC SUPPLIES | $125,680,795 | $124,497,069 | $1,183,726 |
| MINOR EQUIPMENT & RENOVATIONS | $24,377,408 | $23,268,389 | $1,109,019 |
| EQUIPMENT MAINTENANCE | $16,250,139 | $14,809,624 | $1,440,515 |
| Income Tax | $236,624 | $236,624 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,743,858 | TotalAmt |
| Program Services | $10,250,495 | ProgramServicesAmt |
| Management And General | $493,363 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,477,188 | TotalAmt |
| Program Services | $879,899,696 | ProgramServicesAmt |
| Management And General | $253,577,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,159,459 | BOYAmt |
| EOY | $331,496,720 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,181,144 | BOYAmt |
| EOY | $10,034,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,787,340,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,048,522,494 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,222,925 | BOYAmt |
| EOY | $738,818,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,011,005,370 | BOYAmt |
| EOY | $6,611,550,109 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,361,529,118 | BOYAmt |
| EOY | $13,078,172,731 | 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 | $286,638,422 | BOYAmt |
| EOY | $312,429,699 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,693,736,438 | BOYAmt |
| EOY | $21,082,502,290 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,609,336 | BOYAmt |
| EOY | $555,985,053 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,378,619 | BOYAmt |
| EOY | $161,167,676 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,130,000 | BOYAmt |
| EOY | $716,130,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,405,223 | BOYAmt |
| EOY | $1,234,673,954 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,978,144 | BOYAmt |
| EOY | $638,986,054 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,522,501,322 | BOYAmt |
| EOY | $3,306,942,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,171,235,116 | BOYAmt |
| EOY | $17,775,559,553 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,171,235,116 | BOYAmt |
| EOY | $17,775,559,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,693,736,438 | BOYAmt |
| EOY | $21,082,502,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $66,843,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$462,519,248 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | Brigham Womens Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
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 | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $2,267 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,267 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1I (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1I (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $807,737 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $35,488,028 | OtherCostOrOtherBasisAmt |
| Book Value | $36,295,765 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,248,413 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $751,765,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $267,784,380 | DepreciationAmt |
| Book Value | $494,229,565 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $383,497,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $346,414,306 | DepreciationAmt |
| Book Value | $37,083,163 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $536,521,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $434,323,808 | DepreciationAmt |
| Book Value | $102,198,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $921,448 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $68,090,150 | OtherCostOrOtherBasisAmt |
| Book Value | $69,011,598 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $738,818,110 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY & REAL ESTATE | $5,001,889,119 | F |
| DISTRESSED & CREDIT SENSITIVE | $2,259,037,867 | F |
| HEDGED EQUITY | $2,317,213,493 | F |
| MARKET NEUTRAL | $1,283,983,391 | F |
| EQUITY COMMINGLED | $2,216,048,861 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,078,172,731 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (14 entries)
| DescDesc | AmtAmt |
|---|---|
| DERIVATIVE LIABILITIES | $1,803,600 |
| SHORT POSITIONS | $327,937,043 |
| INVESTMENT PURCH PENDING SALES | $39,830,354 |
| CURRENCY EXCH CONTRACTS PAY | $3,755,043 |
| CREDIT DEFAULT SWAP | |
| PAY REALIZED GAINS ON FUTURES | $113,838 |
| DEFERRED COMPENSATION LIAB | $39,001,217 |
| SWAP UNREALIZED LOSS | $219,572,748 |
| INVESTMENT MANAGEMENT FEES PAYABLE | $4,424,900 |
| EQUITY SWAP | |
| DEFERRED INCOME | $740,712 |
| INTEREST ON REPURCHASE OBLIGATIONS | |
| REPURCHASE OBLIGATIONS | |
| CONTRACT FOR DIFFERENCES LIABILITY | $1,806,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $638,986,054 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $632,634,951 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$462,519,248 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$462,519,248 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,095,154,199 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $106,591,310 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,424,636 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $105,166,674 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,200,320,873 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,028,310,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,028,310,514 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $106,591,310 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,424,636 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $105,166,674 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,133,477,188 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental Expenses - -1424636 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Rental Expenses - -1424636 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 1 | Grantmaking | MEDICAL RESEARCH | $21,000,000 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Medical Research | $113,932 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | Investigator Education | $21,000 |
| Sub-Saharan Africa | 0 | 0 | Investments | $41,296,611 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $214,473,645 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $1,267,663,712 | |
| East Asia and the Pacific | 0 | 0 | Investments | $568,220,903 | |
| Central America and the Caribbean | 0 | 0 | Investments | $6,073,683,993 | |
| South America | 0 | 0 | Investments | $48,225,203 | |
| South Asia | 0 | 0 | Investments | $51,112,999 | |
| Middle East and North Africa | 0 | 0 | Investments | $6,553,062 | |
| Russia and Neighboring States | 0 | 0 | Investments | $4,192,930 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Open Access | $3,113,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $8,299,671,369 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,299,671,369 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | EDUCATION IN MEDICAL RESEARCH | $21,000 | WT |
| Sub-Saharan Africa | HIV/TB | $21,000,000 | WT |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | During its 2016 fiscal year, HHMI continued to support International Research Scholars selected through one or more competitions open to all eligible applicants. Eligibility requirements included, but were not limited to, a full-time appointment at a nonprofit scientific research organization in a country other than the United States, and a research focus on basic biological processes or disease mechanisms. Qualified applicants were evaluated by a panel of scientific experts with final selections made by HHMI leadership. The disbursement of grant funds to support the work of International Early Career Scientists and Senior International Research Scholars is made in accordance with all applicable U.S. laws. Funds are paid to an institutional account. In order to monitor the activities and productivity of the grants, each scientist is required to submit an annual progress report concerning his or her research and each grantee institution is required to submit annual financial reports. These reports are reviewed by HHMI staff site visits and audits are conducted if warranted and grantees attend scientific meetings of HHMI US-based scientists. In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN), and has provided significant funding to support its research efforts. As discussed in further detail on Schedule O, in 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute, is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. The new venture is made possible through grants from HHMI and Wellcome Trust, with the University College London and UKZN as significant academic partners. The Africa Health Research Institute is committed to working towards the elimination of HIV and TB. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | During its 2016 fiscal year, HHMI continued to support International Research Scholars selected through one or more competitions open to all eligible applicants. Eligibility requirements included, but were not limited to, a full-time appointment at a nonprofit scientific research organization in a country other than the United States, and a research focus on basic biological processes or disease mechanisms. Qualified applicants were evaluated by a panel of scientific experts with final selections made by HHMI leadership. The disbursement of grant funds to support the work of International Early Career Scientists and Senior International Research Scholars is made in accordance with all applicable U.S. laws. Funds are paid to an institutional account. In order to monitor the activities and productivity of the grants, each scientist is required to submit an annual progress report concerning his or her research and each grantee institution is required to submit annual financial reports. These reports are reviewed by HHMI staff site visits and audits are conducted if warranted and grantees attend scientific meetings of HHMI US-based scientists. In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN), and has provided significant funding to support its research efforts. As discussed in further detail on Schedule O, in 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute, is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. The new venture is made possible through grants from HHMI and Wellcome Trust, with the University College London and UKZN as significant academic partners. The Africa Health Research Institute is committed to working towards the elimination of HIV and TB. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (85 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Tuskegee University | ||||||||
| Tuskegee University | Tuskegee | AL | 36088 | 630288878 | 501 (c) 3 | $250,000 | $0 | Undergrad Initiatives |
| Hope College | ||||||||
| Hope College | Holland | MI | 49423 | 381381271 | 501 (c) 3 | $39,316 | $0 | Undergrad Initiatives |
| Millsap College | ||||||||
| Millsap College | Jackson | MS | 39210 | 640303084 | 501 (c) 3 | $41,462 | $0 | Undergrad Initiatives |
| Macalester College | ||||||||
| Macalester College | St Paul | MN | 55105 | 410693962 | 501 (c) 3 | $50,000 | $0 | Undergrad Initiatives |
| Assoc of American Colleges & Univ | ||||||||
| 1818 R Street NW | Washington | DC | 20009 | 521945674 | 501 (c) 3 | $500,000 | $0 | Undergrad Initiatives |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501 (c) 3 | $600,000 | $0 | Ugrad Science Ed |
| UC - Santa Barbara | ||||||||
| UC - Santa Barbara | Santa Barbara | CA | 93106 | 956006145 | 501 (c) 3 | $50,000 | $0 | Ugrad Science Ed |
| UC- Los Angeles | ||||||||
| UC- Los Angeles | Los Angeles | CA | 90095 | 956006143 | 501 (c) 3 | $50,000 | $0 | Ugrad Science Ed |
| Duke University | ||||||||
| Duke University | Durham | NC | 27706 | 560532129 | 501 (c) 3 | $50,600 | $0 | Ugrad Science Ed |
| Florida International Univ | ||||||||
| Florida International Univ | Miami | FL | 33199 | 650177616 | 501 (c) 3 | $50,000 | $0 | Ugrad Science Ed |
| Indiana Univ of Pennsylvania | ||||||||
| Indiana Univ of Pennsylvania | Indiana | PA | 15705 | 251753112 | 501 (c) 3 | $1,860,000 | $0 | Ugrad Science Ed |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | 946036493 | 501 (c) 3 | $19,422 | $0 | EXROP Program - Housing |
| Travel Expense paid on behalf of grantees-Carl Hotel | ||||||||
| 198 Carl Street | San Francisco | CA | 94117 | 943356764 | $6,068 | $0 | EXROP Program - Travel | |
| Univ of Washington | ||||||||
| Univ of Washington | Seattle | WA | 98195 | 916001537 | 501 (c) 3 | $7,594 | $0 | EXROP Program - Housing |
| Travel Expense paid on behalf of grantees-United | ||||||||
| 233 S Wacker Drive | Chicago | IL | 60606 | 742099724 | $6,103 | $0 | EXROP Program - Travel | |
| Stanford Univ | ||||||||
| Stanford Univ | Palo Alto | CA | 94305 | 941156365 | 501 (c) 3 | $37,035 | $0 | EXROP Program - Housing |
| Univ of Michigan | ||||||||
| Univ of Michigan | Ann Arbor | MI | 48109 | 386006309 | 501 (c) 3 | $9,593 | $0 | EXROP Program - Housing |
| Univ of Colorado | ||||||||
| Univ of Colorado | Boulder | CO | 80309 | 846000555 | 501 (c) 3 | $9,518 | $0 | EXROP Program - Housing |
| Travel Expense paid on behalf of grantees-AMR Corp | ||||||||
| 4333 Amon Carter Blvd | Fort Worth | TX | 76155 | 751825172 | $8,549 | $0 | EXROP Program - Travel | |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | 946002123 | 501 (c) 3 | $17,060 | $0 | EXROP Program - Housing |
| Travel Expense paid on behalf of grantees-Delta | ||||||||
| PO Box 20706 | Atlanta | GA | 30354 | 580218548 | $6,738 | $0 | EXROP Program - Travel | |
| Columbia University | ||||||||
| Columbia University | New York | NY | 10027 | 135598093 | 501 (c) 3 | $18,100 | $0 | EXROP Program - Housing |
| Rockefeller University | ||||||||
| Rockefeller University | New York | NY | 10065 | 131624158 | 501 (c) 3 | $5,082 | $0 | EXROP Program - Housing |
| Harvard University | ||||||||
| Harvard University | Cambridge | MA | 02138 | 042103580 | 501 (c) 3 | $63,503 | $0 | EXROP Program - Housing |
| MIT | ||||||||
| MIT | Cambridge | MA | 02139 | 042103594 | 501 (c) 3 | $18,926 | $0 | EXROP Program - Housing |
| UC- San Diego | ||||||||
| UC- San Diego | La Jolla | CA | 92093 | 956006144 | 501 (c) 3 | $6,966 | $0 | EXROP Program - Housing |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501 (c) 3 | $14,634 | $0 | EXROP Program - Housing |
| St Jude's Childrens Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | 620646012 | 501 (c) 3 | $5,143 | $0 | EXROP Program - Housing |
| UC- Los Angeles | ||||||||
| UC- Los Angeles | Los Angeles | CA | 90095 | 956006143 | 501 (c) 3 | $7,321 | $0 | EXROP Program - Housing |
| Univ of Texas | ||||||||
| Univ of Texas | Austin | TX | 78712 | 746000203 | 501 (c) 3 | $5,806 | $0 | EXROP Program - Housing |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | 946002123 | 501 (c) 3 | $51,500 | $0 | University (Doctoral) |
| Univ of Maryland | ||||||||
| Univ of Maryland | Baltimore | MD | 21201 | 526002033 | 501 (c) 3 | $10,000 | $0 | Minority Serving Inst |
| Audubon Naturalist Soc | ||||||||
| 8940 Jones Mill Rd | Chevy Chase | MD | 20815 | 530233715 | 501 (c) 3 | $53,750 | $0 | Local Inititative |
| Chesapeake Bay Foundation | ||||||||
| 162 Prince George St | Annapolis | MD | 21401 | 526065757 | 501 (c) 3 | $162,500 | $0 | Local Inititative |
| PG County Public Schools | ||||||||
| 14201 School Lane | Upper Marlboro | MD | 20772 | 526000992 | 501 (c) 3 | $41,875 | $0 | Local Inititative |
| Montgomery Cty PS Educ Found | ||||||||
| 850 Hungerford Dr | Rockville | MD | 20850 | 521804509 | 501 (c) 3 | $545,000 | $0 | Local Inititative |
| Loudoun Cty Public Schools | ||||||||
| 21000 Education Court | Leesburg | VA | 20176 | 546001395 | 501 (c) 3 | $1,000,000 | $0 | PreCollege Science - Other |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501 (c) 3 | $30,000 | $0 | Science Education Alliance |
| Biological Sciences Curriculum Study | ||||||||
| CO State Univ | Colorado Springs | CO | 80918 | 840622557 | 501 (c) 3 | $249,948 | $0 | BSCS NOVA |
| National Academy of Sciences | ||||||||
| 2101 Constitution Avenue NW | Washington | DC | 20001 | 530196932 | 501 (c) 3 | $240,000 | $0 | Science Education |
| ResearchAmerica | ||||||||
| 1101 King St Suite 250 | Chantilly | VA | 20153 | 521609875 | 501 (c) 3 | $60,000 | $0 | Program Assessment |
| Grinnell College | ||||||||
| Grinnell College | Grinnell | IA | 50112 | 430680387 | 501 (c) 3 | $100,000 | $0 | Science Education |
| UC- Los Angeles | ||||||||
| UC- Los Angeles | Los Angeles | CA | 90095 | 956006143 | 501 (c) 3 | $31,950 | $0 | Science Education |
| The Conversation US Inc | ||||||||
| 28 Fairfax St | West Newton | MA | 02465 | 460906774 | 501 (c) 3 | $500,000 | $0 | Science Journalism |
| UC - San Diego | ||||||||
| UC - San Diego | La Jolla | CA | 92093 | 956006144 | 501 (c) 3 | $400,000 | $0 | Medical Research |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | 946036493 | 501 (c) 3 | $124,781 | $0 | Medical Research |
| CA Inst of Technology | ||||||||
| CA Inst of Technology | Pasadena | CA | 91125 | 951643307 | 501 (c) 3 | $2,061,182 | $0 | Medical Research |
| NYU | ||||||||
| NYU | New York | NY | 10003 | 135562308 | 501 (c) 3 | $390,970 | $0 | Medical Research |
| Eastern Mennonite Univ | ||||||||
| Eastern Mennonite Univ | Harrisonburg | VA | 22802 | 540575812 | 501 (c) 3 | $130,000 | $0 | Medical Research |
| Allen Institute for Brain Science | ||||||||
| Allen Institute for Brain Science | Seattle | WA | 98103 | 912155317 | 501 (c) 3 | $42,847 | $0 | Medical Research |
| Beth Israel Deaconess Medical Ctr | ||||||||
| Beth Israel Deaconess Medical Ctr | Boston | MA | 02215 | 042103881 | 501 (c) 3 | $400,392 | $0 | Medical Research |
| Columbia University | ||||||||
| Columbia University | New York | NY | 10027 | 135598093 | 501 (c) 3 | $483,224 | $0 | Medical Research |
| Duke University | ||||||||
| Duke University | Durham | NC | 27706 | 560532129 | 501 (c) 3 | $1,546,139 | $0 | Medical Research |
| Fred Hutchinson Cancer Research Ctr | ||||||||
| Fred Hutchinson Cancer Research Ctr | Seattle | WA | 98109 | 237156071 | 501 (c) 3 | $367,652 | $0 | Medical Research |
| Harvard University | ||||||||
| Harvard University | Cambridge | MA | 02138 | 042103580 | 501 (c) 3 | $250,057 | $0 | Medical Research |
| Johns Hopkins Univ | ||||||||
| Johns Hopkins Univ | Baltimore | MD | 21218 | 520595110 | 501 (c) 3 | $199,580 | $0 | Medical Research |
| Massachusetts General Hosp | ||||||||
| Massachusetts General Hosp | Boston | MA | 02129 | 042697983 | 501 (c) 3 | $178,746 | $0 | Medical Research |
| MIT | ||||||||
| MIT | Cambridge | MA | 02139 | 042103594 | 501 (c) 3 | $987,288 | $0 | Medical Research |
| Northwestern Univ | ||||||||
| Northwestern Univ | Evanston | IL | 60208 | 362167817 | 501 (c) 3 | $145,608 | $0 | Medical Research |
| Oregon Health Science Univ | ||||||||
| Oregon Health Science Univ | Portland | OR | 97239 | 931176109 | 501 (c) 3 | $1,708,675 | $0 | Medical Research |
| Rockefeller University | ||||||||
| Rockefeller University | New York | NY | 10065 | 131624158 | 501 (c) 3 | $263,084 | $0 | Medical Research |
| Salk Institute | ||||||||
| Salk Institute | La Jolla | CA | 92037 | 952160097 | 501 (c) 3 | $285,996 | $0 | Medical Research |
| Stanford Univ | ||||||||
| Stanford Univ | Palo Alto | CA | 94305 | 941156365 | 501 (c) 3 | $569,456 | $0 | Medical Research |
| Univ of Texas | ||||||||
| Univ of Texas | Austin | TX | 78712 | 746000203 | 501 (c) 3 | $455,760 | $0 | Medical Research |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | 946002123 | 501 (c) 3 | $497,652 | $0 | Medical Research |
| UC - San Diego | ||||||||
| UC - San Diego | La Jolla | CA | 92093 | 956006144 | 501 (c) 3 | $461,910 | $0 | Medical Research |
| Univ of Chicago | ||||||||
| Univ of Chicago | Chicago | IL | 60637 | 362177139 | 501 (c) 3 | $368,584 | $0 | Medical Research |
| Univ of Colorado | ||||||||
| Univ of Colorado | Boulder | CO | 80309 | 846000555 | 501 (c) 3 | $470,191 | $0 | Medical Research |
| Univ of Florida | ||||||||
| Univ of Florida | Gainesville | FL | 32611 | 596002052 | 501 (c) 3 | $324,262 | $0 | Medical Research |
| Univ of Massachusetts | ||||||||
| Univ of Massachusetts | Worchester | MA | 01605 | 043167352 | 501 (c) 3 | $249,438 | $0 | Medical Research |
| Univ of Maryland | ||||||||
| Univ of Maryland | Baltimore | MD | 21201 | 526002033 | 501 (c) 3 | $457,440 | $0 | Medical Research |
| Univ of Michigan | ||||||||
| Univ of Michigan | Ann Arbor | MI | 48109 | 386006309 | 501 (c) 3 | $458,607 | $0 | Medical Research |
| Univ of North Carolina | ||||||||
| Univ of North Carolina | Chapel Hill | NC | 27599 | 566001393 | 501 (c) 3 | $216,914 | $0 | Medical Research |
| Univ of Pennsylvania | ||||||||
| Univ of Pennsylvania | Philadelphia | PA | 19104 | 231352685 | 501 (c) 3 | $1,380,218 | $0 | Medical Research |
| Univ of Utah | ||||||||
| Univ of Utah | Salt Lake City | UT | 84112 | 876000525 | 501 (c) 3 | $4,302,416 | $0 | Medical Research |
| Univ of Washington | ||||||||
| Univ of Washington | Seattle | WA | 98195 | 916001537 | 501 (c) 3 | $1,193,516 | $0 | Medical Research |
| Yale University | ||||||||
| Yale University | New Haven | CT | 06520 | 060646973 | 501 (c) 3 | $276,476 | $0 | Medical Research |
| Damon Runyon Cancer Research Foundation | ||||||||
| Damon Runyon Cancer Res | New York | NY | 10006 | 131933825 | 501 (c) 3 | $1,412,000 | $0 | Postdoctoral Fellowships |
| Jane Coffin Childs Memorial Fund for Medical Res | ||||||||
| Jane Coffin Childs Mem Fund Med Res | New Haven | CT | 06510 | 066034840 | 501 (c) 3 | $1,259,922 | $0 | Postdoctoral Fellowships |
| The Helen Hay Whitney Foundation | ||||||||
| The Helen Hay Whitney Foundation | New York | NY | 10956 | 131677403 | 501 (c) 3 | $1,326,000 | $0 | Postdoctoral Fellowships |
| Life Sciences Research Foundation | ||||||||
| Life Sciences Research Foundation | Baltimore | MD | 21218 | 521231801 | 501 (c) 3 | $1,472,000 | $0 | Postdoctoral Fellowships |
| FIU Foundation Inc | ||||||||
| 11200 SW 8TH ST | Miami | FL | 33199 | 650177616 | 501 (c) 3 | $10,000 | $0 | UTeach |
| University of North Texas | ||||||||
| 1155 UNION CIRCLE | Denton | TX | 76203 | 237232618 | 501(c) 3 | $10,000 | $0 | UTeach |
| WKU Research Foundation | ||||||||
| 1906 COLLEGE HEIGHTS BLVD | Bowling Green | KY | 42101 | 611358086 | 501 (c) 3 | $10,000 | $0 | UTeach |
| Drexel University | ||||||||
| 3141 CHESNUT ST | Philadelphia | PA | 19104 | 231352630 | 501 (c) 3 | $15,000 | $0 | UTeach |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 81 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EXROP PROGRAM | 105 | $597,563 |
| GILLIAM FELLOWSHIPS | 92 | $4,382,406 |
| SCIENCE EDUCATION FELLOWSHIPS | 1 | $61,919 |
| INTERNATIONAL PREDOCTORAL FELLOWSHIPS | 85 | $1,963,500 |
| MEDICAL RESEARCH FELLOWSHIPS | 70 | $2,893,560 |
| FACULTY SCHOLARS | 80 | $76,500,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | HHMI awards institutional grants in support of precollege, undergraduate, and graduate education in the US through periodic national competitions for which select institutions are eligible to apply. Each program sets out specific criteria and objectives, proposals are evaluated by a panel of experts with the final selection made by HHMI leadership. The Institute also awards fellowships to international predoctoral students, to medical students seeking to conduct basic laboratory research, and to doctoral students (the Gilliam Fellows). These grants are also awarded on a competitive basis. A small number of grants are awarded based on direct application to HHMI for specific initiatives directly related to science education. The disbursement of funds occurs principally through biomedical research institutions, universities, and colleges. HHMI grantees are required to file annual progress reports that detail expenditures in accordance with the terms of the grant, as well as full description of program activities undertaken with the funds. These are subject to careful review and analysis by HHMI staff with more detailed review by the Institute auditors as warranted. The Institute continues to assess reporting requirements to ensure the quality and timeliness of both financial and programmatic reports. In addition to site visits made by HHMI staff, program directors meet on a regular basis to discuss their activities and share information about best educational practices. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LANDIS ZIMMERMAN | ||||||||||||||
| VP & CHIEF INVESTMENT OFFICER | $920,705 | $0 | $2,668,499 | $0 | $22,020 | $0 | $26,500 | $0 | $30,131 | $0 | $3,667,855 | $0 | $0 | $0 |
| LAUREN T SPILIOTES ESQ | ||||||||||||||
| DEP GENCOUNSEL/ASST SEC | $362,685 | $0 | $0 | $0 | $19,566 | $0 | $26,500 | $0 | $23,052 | $0 | $431,803 | $0 | $0 | $0 |
| SUSAN S PLOTNICK | ||||||||||||||
| ASSISTANT TREASURER & DIRECTOR-FINANCE | $231,847 | $0 | $3,000 | $0 | $893 | $0 | $22,450 | $0 | $32,751 | $0 | $290,941 | $0 | $0 | $0 |
| MONIQUE L MARCUS | ||||||||||||||
| CONTROLLER | $182,548 | $0 | $0 | $0 | $663 | $0 | $17,930 | $0 | $27,717 | $0 | $228,858 | $0 | $0 | $0 |
| ROBERT TJIAN PHD | ||||||||||||||
| PRESIDENT | $1,321,750 | $0 | $10,000 | $0 | $32,627 | $0 | $26,500 | $0 | $45,744 | $0 | $1,436,621 | $0 | $0 | $0 |
| CHERYL A MOORE | ||||||||||||||
| EXECUTIVE VP & COO | $861,067 | $0 | $10,000 | $0 | $20,010 | $0 | $26,500 | $0 | $21,271 | $0 | $938,848 | $0 | $0 | $0 |
| SEAN B CARROLL PHD | ||||||||||||||
| VP FOR SCIENCE EDUCATION | $659,690 | $0 | $10,000 | $0 | $20,864 | $0 | $26,500 | $0 | $26,514 | $0 | $743,568 | $0 | $0 | $0 |
| HEIDI E HENNING ESQ | ||||||||||||||
| VP,GENERAL COUNSEL/SEC | $544,821 | $0 | $0 | $0 | $20,365 | $0 | $26,500 | $0 | $28,242 | $0 | $619,928 | $0 | $0 | $0 |
| NITIN V KOTAK | ||||||||||||||
| VP, CFO & TREASURER | $382,303 | $0 | $5,000 | $0 | $19,662 | $0 | $26,500 | $0 | $30,653 | $0 | $464,118 | $0 | $0 | $0 |
| ERIN K O'SHEA PHD | ||||||||||||||
| VP & CHIEF SCI OFF | $654,777 | $0 | $10,000 | $0 | $88,584 | $0 | $26,500 | $0 | $19,098 | $0 | $798,959 | $0 | $0 | $0 |
| GERALD M RUBIN PHD | ||||||||||||||
| VP&EXEC DIR,JANELIA RES CAMPUS | $716,769 | $0 | $0 | $0 | $27,716 | $0 | $26,500 | $0 | $96,662 | $0 | $867,647 | $0 | $0 | $0 |
| KATHY WYSZYNSKI | ||||||||||||||
| VP, HUMAN RESOURCES | $255,841 | $0 | $5,000 | $0 | $19,087 | $0 | $26,232 | $0 | $14,300 | $0 | $320,460 | $0 | $0 | $0 |
| RICHARD A PENDER | ||||||||||||||
| MAN DIR - US EQUITIES | $484,903 | $0 | $471,092 | $0 | $20,097 | $0 | $26,500 | $0 | $27,210 | $0 | $1,029,802 | $0 | $0 | $0 |
| ROBERT J KOLYER JR | ||||||||||||||
| MAN DIR - DIVERSIFIED ASSETS | $425,254 | $0 | $1,013,297 | $0 | $20,841 | $0 | $26,500 | $0 | $28,273 | $0 | $1,514,165 | $0 | $0 | $0 |
| MARK A BARNARD | ||||||||||||||
| MAN DIR - PRIVATE EQUITIES | $397,407 | $0 | $860,310 | $0 | $22,765 | $0 | $26,500 | $0 | $31,903 | $0 | $1,338,885 | $0 | $0 | $0 |
| STEPHEN M KITSOULIS | ||||||||||||||
| MAN DIR - FIXED INCOME | $395,673 | $0 | $505,731 | $0 | $1,615 | $0 | $26,500 | $0 | $20,698 | $0 | $950,217 | $0 | $0 | $0 |
| GREGORY DENINNO | ||||||||||||||
| MAN DIR - PRIVATE EQUITIES | $246,813 | $0 | $337,799 | $0 | $2,653 | $0 | $24,742 | $0 | $32,254 | $0 | $644,261 | $0 | $0 | $0 |
| ANIL MADHOK | ||||||||||||||
| MAN DIR - INVESTMENTS & COO | $344,377 | $0 | $756,177 | $0 | $18,289 | $0 | $26,500 | $0 | $14,531 | $0 | $1,159,874 | $0 | $0 | $0 |
| DONALD KOCH | ||||||||||||||
| MAN DIR - PORTFOLIO STRATEGY | $285,829 | $0 | $674,527 | $0 | $18,264 | $0 | $26,500 | $0 | $32,024 | $0 | $1,037,144 | $0 | $0 | $0 |
| THOMAS R CECH PHD | ||||||||||||||
| INVESTIGATOR | $604,112 | $0 | $0 | $0 | $25,618 | $0 | $26,500 | $0 | $25,758 | $0 | $681,988 | $0 | $0 | $0 |
| RYAN L MATNEY | ||||||||||||||
| DIRECTOR-DIVERSIFIED ASSETS | $246,409 | $0 | $338,909 | $0 | $18,250 | $0 | $26,019 | $0 | $30,267 | $0 | $659,854 | $0 | $0 | $0 |
| ERIC R KANDEL MD | ||||||||||||||
| SENIOR INVESTIGATOR | $569,338 | $0 | $0 | $0 | $27,567 | $0 | $26,500 | $0 | $31,934 | $0 | $655,339 | $0 | $0 | $0 |
| MOHAMOUD JIBRELL | ||||||||||||||
| VP FOR INFORMATION TECHNOLOGY | $179,094 | $0 | $0 | $0 | $141,126 | $0 | $125,994 | $0 | $32,635 | $0 | $478,849 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Under HHMI policies, HHMI reimburses its Trustees, 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. In this case HHMI would reimburse the traveling Trustee or officer for the reasonable cost of first-class travel if the flight is three hours or more. 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 2016, one key employee, two officers and one trustee flew first class. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | In fiscal year 2016, HHMI's President resided in an HHMI-owned apartment on the headquarters campus, for which he paid HHMI at a fair market rental rate. Because HHMI's President was also required to spend time at HHMI's Janelia campus, where he ran a research laboratory as well as attended meetings and participated in conferences, HHMI made a one-bedroom apartment available to him at that location. HHMI's Vice President and Executive Director, Janelia Research Campus, is required as a condition of employment to reside on the Janelia campus in housing built for that purpose. HHMI's Vice President and Chief Scientific Officer currently resides in an HHMI-owned house on the headquarters campus, for which she pays HHMI at a fair market rental rate. The Institute provides a housing assistance program for one individual who relocated to take a position with HHMI, which may be used to cover such individuals' mortgage or rent payments. In each case, the subsidy is treated as additional taxable compensation. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | VP for Information Technology - Total severance of $230,160 reported as compensation on Schedule J, Part II (B) iii of $130,666 and reported as deferred compensation on Schedule J, Part II (C) of $99,494. |
| Schedule J, Part I, Line 7 Non-fixed payments | HHMI has an incentive compensation plan for its senior investment staff under which a portion of their compensation is determined based on performance of HHMI's portfolio against market benchmarks. 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 its President and a number of Vice Presidents. HHMI's standard practice is to have independent compensation consultants regularly review and confirm the reasonableness of compensation of HHMI's officers and key employees, regardless of whether the initial contract exception applies. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LOUDOUN COUNTY IDA | ||||||||
| A | 521310230 | 545910AL5 | 2003-02-27 | $500,000,000 | FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| B | 521310230 | 545910AP6 | 2009-10-02 | $23,000,000 | FINANCE CONSTRUCTION OF JANELIA APT | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| C | 521310230 | 545910AQ4 | 2013-05-15 | $33,130,000 | FINANCE CONSTRUCTION OF JANELIA APT B | false | false | false |
| MEDCO | ||||||||
| D | 521376562 | 574205FY1 | 2008-02-15 | $83,500,000 | FINANCE CONSTRUCTION OF HQ EXPANSION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $534,028,000 | $0 | $54,203,000 | $0 | $200,000 | $0 | $0 | $479,625,000 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $23,022,042 | $0 | $904,914 | $0 | $0 | $0 | $43,305 | $22,073,823 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $33,145,417 | $0 | $1,173,864 | $0 | $397,311 | $0 | $0 | $31,574,242 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $84,953,297 | $0 | $5,954,687 | $0 | $631,673 | $0 | $0 | $78,366,937 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | false |
| B | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| C | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| D | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | 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 | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 20.0 | false | false | false | false | Yes (true) | |||
| JPMORGAN CHASE | ||||||||||||
| B | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | false | false | Yes (true) |
| WELLS FARGO BANK | ||||||||||||
| C | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | Yes (true) | ||
| JP MORGAN | ||||||||||||
| D | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (6 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 and 5/15/2013 included interest income 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 | For the bond issued on 2/27/2003 $375 million notional amount of the $500 million notional amount of swaps pertaining to this bond were integrated. The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.) |
| Schedule K, Part IV, Line 4a Part IV, Line 4a | Yes, In part for the bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2008 and 5/15/2013. |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/08/2014 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/12/2013 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521376562 | BondIssuerEIN |
| CUSIP | 574205FZ8 | CUSIPNum |
| Bond Issued | 2008-05-15 | BondIssuedDt |
| Issue Price | $76,500,000 | IssuePriceAmt |
| Purpose | REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $76,500,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $76,500,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 1993 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a Program Service Description (continued) | (C) HIGHLIGHTS FROM HHMI RESEARCH LABORATORIES (FISCAL YEAR 2016) 1) Study Examines Scale of Gene Mutations in Human Neurons Christopher Walsh, Boston Children's Hospital https://www.hhmi.org/news/study-examines-scale-gene-mutations-human-neurons A single neuron in a normal adult brain likely has more than a thousand genetic mutations that are not present in the cells that surround it, according to research from HHMI scientists. The majority of these mutations appear to arise while genes are in active use, after brain development is complete. 2) High-Speed Microscope Images Entire Living Organisms at High Resolution Philipp Keller, Janelia Research Campus https://www.hhmi.org/news/seeing-big-picture A microscope developed at HHMI's Janelia Research Campus is giving scientists a clearer, more comprehensive view of biological processes as they unfold in living animals. The microscope produces images of entire organisms, such as a zebrafish or fruit fly embryo, with enough resolution in all three dimensions that each cell appears as a distinct structure. What's more, it does so at speeds fast enough to watch cells move as a developing embryo takes shape and to monitor brain activity as it flashes through neuronal circuits. 3) Researchers Identify New Factors that Guide Organization of Plant Roots Philip Benfey, Duke University https://www.hhmi.org/news/researchers-identify-new-factors-guide-organization-plant-roots As the root of a growing plant pushes its way through soil, its cells have a lot of organizing to do. New cells must take on the appropriate identities and positions to form distinct layers of tissue that give the root its structure, protect it from the environment, and ensure that it can properly transport materials to and from the rest of the plant. HHMI scientists have identified a set of proteins that plays a surprisingly broad role in guiding this tissue formation. The factors, known as the BIRDs, help a root maintain its organization as it grows, guiding several distinct steps in the development of two interior layers of tissue. 4) New Studies Advance Understanding of CRISPR Gene Editing Jennifer Doudna, University of California, Berkeley Robert Tjian, HHMI https://www.hhmi.org/news/new-studies-advance-understanding-crispr-gene-editing CRISPR/Cas9, a defense system that bacteria use to protect against invading genetic elements, was adapted by scientists in 2012 as tool to edit genomes in the lab. The new technology has been adopted enthusiastically by the research community because of its ability to cleave target sequences of DNA with remarkable precision and efficiency. After directly watching individual Cas9 enzymes explore DNA inside living cells, HHMI scientists report that they have a better understanding of how Cas9 speeds through this task, testing out potential targets but quickly moving on from those that are not an exact match. 5) Mutations Before Birth Might Disrupt Heart and Nervous System Development Christine Seidman, Brigham and Women's Hospital Richard Lifton, Yale University https://www.hhmi.org/news/mutations-birth-might-disrupt-heart-and-nervous-system-development A team of scientists has determined why some children who are born with heart defects also often have developmental disabilities such as problems with speech or muscle coordination. The research suggests that these children accrue mutations very early in development that damage genes crucial for heart and brain formation. About one percent of newborns suffer from congenital heart disease, in which structural flaws in the organ, such as misshapen valves or abnormal connections between major vessels, disrupt blood circulation. With surgery or less invasive procedures, doctors can now correct defects that would have killed many of these children 30 years ago. 6) Made in the Shade: How Plants Can Beat the Competition Joanne Chory, The Salk Institute for Biological Studies https://www.hhmi.org/news/made-shade-how-plants-can-beat-competition HHMI research has uncovered a molecular mechanism that enables plants to detect when they are in the shade of other plants and adapt by speeding up their growth. The scientists found that light-sensing and DNA-binding proteins team up to switch on a unique set of genes that cause a plant to grow. 7) Breakable Genes May Promote Disease and Brain Cell Diversity Frederick Alt, Boston Children's Hospital https://www.hhmi.org/news/breakable-genes-may-promote-disease-and-brain-cell-diversity HHMI researchers have identified 27 genes in brain stem cells that are prone to a type of DNA damage. The fragility of those genes could explain why they are often mutated or deleted in cancers and neuropsychiatric disorders such as schizophrenia. But their tendency to break could also benefit the brain by providing a way to produce a greater diversity of neurons. 8) New Studies Examine How Mice Respond to a Predator's Scent Linda Buck, Fred Hutchinson Cancer Research Center https://www.hhmi.org/news/new-studies-examine-how-mice-respond-predator-s-scent When the twitching pink nose of a mouse detects danger, the animal has to act fast. Fortunately, a predator rapidly triggers the release of stress hormones in the mouse and prompts behaviors that reduce the risk of it becoming the predator's latest snack. HHMI scientists have identified a brain area that is critical to this instinctive fear response, helping explain how the brain translates danger signals detected by the nose into a physiological response. The research offers clues to the larger puzzle of how animals, including humans, perceive and respond to fear. 9) Command and Control System Monitors Food Intake of Flies Leslie Vosshall, The Rockefeller University https://www.hhmi.org/news/command-and-control-system-monitors-food-intake-flies Working in fruit flies, HHMI scientists have discovered a command center in the brain that controls how much insects eat and how quickly they consume their food. To make the decision, neurons in the command center integrate information about an animal's internal state of satiety with taste cues detected just moments after food is swallowed. These neurons simultaneously monitor how hungry the fly is and what the fly is ingesting. Rapid feedback from the cells helps ensure that the insects consume appropriate amounts of nourishing foods. 10) Learning How the Brain Recovers from Disruptions Karel Svoboda and Shaul Druckmann, Janelia Research Campus https://www.hhmi.org/news/learning-how-brain-recovers-disruptions Scientists at HHMI's Janelia Research Campus have found that the brain is organized into modules that work together to maintain critical functions, even in the face of disturbances. This structural organization may explain how neurons that store short-term memories can recover from significant disruptions-for example, enabling a quarterback to remember a planned play despite the distractions he encounters before he throws the football. This organizational motif is likely to underlie other essential circuitry within the brain as well. 11) The Genetic History of Ice Age Europe David Reich, Harvard University https://www.hhmi.org/news/genetic-history-ice-age-europe Analyses of ancient DNA from prehistoric humans paint a picture of dramatic population change in Europe from 45,000 to 7,000 years ago. The new genetic data reveal two big changes in prehistoric human populations that are closely linked to the end of the last Ice Age around 19,000 years ago. As the ice sheet retreated, Europe was repopulated by prehistoric humans from southwest Europe (e.g., Spain). Then, in a second event about 14,000 years ago, populations from the southeast (e.g., Turkey, Greece) spread into Europe, displacing the first group of humans. 12) Staying a Step Ahead of Cancer Kevan Shokat, University of California, San Francisco https://www.hhmi.org/news/staying-step-ahead-cancer HHMI scientists have designed a potential cancer therapy that uses a unique strategy to block mTOR, a molecule that helps drive the growth of many tumors. In animal experiments, the drug reduces the size of tumors that are resistant to earlier-generation cancer drugs called mTOR inhibitors. 13) Molecule Required for Pain Also Helps Regulate Body Weight Scott Sternson, Janelia Research Campus https://www.hhmi.org/news/molecule-required-pain-also-helps-regulate-body-weight A molecule best known for its involvement in pain perception also plays an important role in regulating body weight, according to new research in mice by scientists at HHMI's Janelia Research Campus. The molecule, called Nav1.7, enables some neurons to efficiently integrate information they receive over time. When weight-regulating neurons lose this ability, mice become either over- or underweight. |
| Form 990, Part III, Line 4b Program Service Description (continued) | (C) Educational Media HHMI's Educational Media Group is comprised of BioInteractive and Tangled Bank Studios. BioInteractive, a resource for AP biology and college-level introductory biology teachers, has been in existence for more than 15 years and receives 2.5 million unique visitors per year through its website. The Educational Media Group produces science education resources including interactive multimedia materials, scientific animations, videos, in-class activities, the annual Holiday Lectures on Science, as well as award-winning, broadcast-quality short films. The products are then made available to educators online, through the BioInteractive.org website and YouTube channel, and at workshops and conventions. The 2015 Holiday Lectures on Science featured speakers, Robert M Pringle and Corina E Tarnita both from Princeton University, who discussed the "Patterns and Processes in Ecology." The speakers delivered their lectures live to an audience of about 150 high school students from the Washington, DC area. They described their efforts to understand patterns and processes that organize and regulate natural ecosystems. Their lectures were also made available online and will be supplemented by a variety of educational resources, including two "Scientist at Work" videos showing Silliman and Power conducting their research in salt marshes and rivers, respectively. This year, HHMI's Educational Media Group has continued to expand its efforts in translating its educational materials into Spanish and conducting professional development workshops for teachers in Latin American countries in collaboration with the Instituto de Neurociencia Biomedica (BNI), Universidad de Chile, and the Tecnologico de Monterrey, Mexico. The Spanish resources are currently available on the BioInteractive website and on Loligo, a new Spanish-language science education website produced by BNI. HHMI's Educational Media Group also expanded its efforts into citizen science. This year the group launched an educational addition to WildCam Gorongosa, its popular citizen science project that invites participants to identify animals in photos taken by motion-activated trail cameras at Gorongosa National Park (GNP). The new educational tool, called WildCam Lab, allows educators to create virtual classrooms in which students can ask questions and test hypotheses using data from the trail camera project. Students can select subsets of photos according to different criteria, download and sort through data, and share their work with other student. HHMI's Educational Media Group has also started planning a second citizen science project based in Darien National Park in Panama. Finally, HHMI's Educational Media Group will be launching an exciting new app, called BiomeViewer, in which users can explore the climate, vegetation, and wildlife of biomes across the globe. BiomeViewer builds on the success of the popular EarthViewer app which has been downloaded over 1.8 million times. (D) Tangled Bank Studios Tangled Bank Studios, LLC, HHMI's documentary film production unit, is dedicated to the creation of original science documentaries for broadcast, theatrical, and digital distribution. As an extension of HHMI's longstanding science education mission, the company aims to produce programs that capture compelling stories of discovery across all branches of scientific inquiry, with particular focus on the life sciences. Tangled Bank Studios won its first Emmy award, honoring the 2014 three-part PBS series Your Inner Fish. The show won in the Outstanding Graphic Design & Art Direction category in the 37th News & Documentary Emmy Awards competition. Your Inner Fish was a 2014 television series based on the best-selling book by leading paleontologist and evolutionary biologist Neil Shubin, a professor at the University of Chicago. In taking viewers on a cutting-edge, scientific adventure, Your Inner Fish reveals a startling truth: hidden within the human body is a history of life on Earth. Tangled Bank Studios has also produced Mass Extinction-Life at the Brink (Smithsonian Channel 2014) and Vaccines-Calling the Shots (PBS/NOVA 2014). New films released this year: In a new one-hour documentary, WGBH Boston's NOVA team partnered with HHMI's Tangled Bank Studios and Holt Productions to develop, Can Alzheimer's Be Stopped? The film premiered in April 2016 on PBS. Despite the urgent need for treatment, dozens of drug trials to tackle Alzheimer's disease have failed. Less than one percent of Alzheimer's drugs tested have been approved, and none of them can stop the disease. Can Alzheimer's Be Stopped? takes viewers behind the scenes of drug trials to reveal how they are designed, what makes them so challenging, and why researchers are encouraged in their quest for an effective treatment. Spillover - Zika, Ebola & Beyond premiered on PBS in August 2016. Throughout the last few decades, diseases that spill over from animals to humans have been on the rise. What's behind their increase, and can we do anything to combat these dangerous foes? The film follows scientists as they investigate the rise of spillover viruses like Zika, Ebola and Nipah, and learn what science can do to anticipate and prevent epidemics around the world. (E) eLife - Open Access Journal HHMI, together with the Wellcome Trust and the Max Planck Society, continues to support a top tier scientific journal called eLife. The online journal follows an open access model and is directed by practicing scientists. eLife Sciences Publications, Ltd., is an independent non-profit entity governed by a separate board of directors. eLife began publishing research articles in late 2012 and is publishing articles online on a regular basis. |
| Form 990, Part III, Line 4a Program Service Description (continued-1) | 14) Extensive Variation Revealed in 1001 Genomes and Epigenomes of Arabidopsis Joseph Ecker, The Salk Institute for Biological Studies https://www.hhmi.org/news/extensive-variation-revealed-1001-genomes-and-epigenomes-arabidopsis An international team of scientists has sequenced the whole genomes and epigenomes of more than 1,000 Arabidopsis thaliana plants, sampled from geographically diverse locations. The collection of 1,001 genomes and 1,001 epigenomes not only illuminates new aspects of the plant's evolutionary history, but also provides a comprehensive, species-wide picture of the interaction between genetic and epigenetic variation in this important model plant. 15) Large Protein Nanocages Could Improve Drug Design and Delivery David Baker, University of Washington https://www.hhmi.org/news/large-protein-nanocages-could-improve-drug-design-and-delivery Using novel computational and biochemical approaches, scientists have accurately designed and built from scratch 10 large protein icosahedra -- polyhedra with 20 faces -- similar to viral capsids that carry viral DNA. The designed structures are made of two different engineered proteins, present in 60 copies each, which self-assemble into icosahedra. They have a wide variety of potential applications, from targeted drug delivery to the development of more effective vaccines, the researchers say. 16) Gene Tweak Leads to Differences in Drosophila Courtship Songs David Stern, Janelia Research Campus https://www.hhmi.org/news/love-me-do-gene-tweak-leads-differences-drosophila-courtship-songs Pinpointing the precise relationship between genes and behavior has been notoriously tricky for biologists. Janelia Research Campus scientists have devised new strategies to drill down into this link. Using new technologies, a group of Janelia scientists has identified a gene that causes male Drosophila to produce different courtship songs - one sings a high note; the other strikes a low note. The researchers hope the findings and methodology will serve as a roadmap for biologists, allowing them to determine other genetic roots of behavior. (D) Honors and Awards Received by HHMI Scientists (Fiscal Year 2016) Elledge Shares Lasker Award The Albert and Mary Lasker Foundation selected HHMI investigator Stephen Elledge of Brigham and Women's Hospital and Evelyn Witkin of Rutgers University as recipients of the 2015 Albert Lasker Basic Medical Research Award. The Lasker Awards -- considered among the most respected science prizes in the world -- honor visionaries whose insight and perseverance have led to dramatic advances that will prevent disease and prolong life. Elledge and Witkin were honored for discoveries concerning the DNA-damage response -- a fundamental mechanism that protects the genomes of all living organisms. Doudna Receives Canada's Gairdner Award for Research on CRISPR The Gairdner Foundation announced that HHMI Investigator Jennifer Doudna of the University of California, Berkeley is a recipient of the prestigious 2016 Canada Gairdner International Award in recognition of her contributions to medical science. The awards, which are presented annually, recognize scientists responsible for some of the world's most significant medical discoveries. Doudna, who became an HHMI investigator in 1997, was honored for development of CRISPR-Cas9 as a genome-editing tool for eukaryotic cells. HHMI Scientists Elected to The Royal Society HHMI investigators Mark Davis and Jennifer Doudna have been elected to foreign membership in the Royal Society in recognition of their exceptional contributions to science. Fellows and foreign members are elected for contributions to fundamental research as well as for leading scientific and technological progress in industry and research establishments. This year, 50 fellows and 10 foreign members were elected. Deisseroth and Hobbs Awarded Breakthrough Prizes The Breakthrough Prize Foundation selected HHMI investigators Karl Deisseroth of Stanford University and Helen Hobbs of the University of Texas Southwestern Medical Center as recipients of the Breakthrough Prizes in Life Sciences. The prizes honor transformative advances toward understanding living systems and extending human life. Deisseroth was honored for the development and implementation of optogenetics - the programming of neurons to express light-activated ion channels and pumps, so that their electrical activity can be controlled by light. Hobbs was recognized for the discovery of human genetic variants that alter the levels and distribution of cholesterol and other lipids, inspiring new approaches to the prevention of cardiovascular and liver disease. The Breakthrough Prizes recognize pioneering work in physics and genetics, cosmology, and neurology and mathematics. Each prize carries an award of $3 million. Zoghbi Awarded Shaw Prize The Shaw Prize Foundation in Hong Kong announced that Huda Zoghbi, a Howard Hughes Medical Institute investigator at Baylor College of Medicine, and Adrian Bird of the University of Edinburgh will share the $1.2 million award for their discovery of the genes and proteins involved in the developmental disorder Rett syndrome. The Shaw Prize consists of three annual awards in astronomy, life science and medicine, and mathematical sciences. These international awards honor individuals who have achieved distinguished breakthroughs in academic and scientific research. The awards are dedicated to furthering societal progress, enhancing quality of life, and enriching humanity's spiritual civilization. Five HHMI Researchers Elected to National Academy of Medicine Five HHMI researchers have been elected to the National Academy of Medicine (NAM). The HHMI scientists are among 70 new NAM members and 10 international members elected today. Established originally as the Institute of Medicine in 1970 by the National Academy of Sciences, the National Academy of Medicine addresses critical issues in health, science, medicine, and related policy and inspires positive actions across sectors. The new members are HHMI investigators, Michael Green, University of Massachusetts School of Medicine; Nikola Pavletich, Memorial Sloan Kettering Cancer Center; Alexander Rudensky, Memorial Sloan Kettering Cancer Center; Jean-Laurent Casanova, The Rockefeller University; and HHMI Senior International Research Scholar, Nahum Sonenberg, McGill University. HHMI Scientists Elected to National Academy of Sciences Eleven Howard Hughes Medical Institute scientists were elected to membership in the National Academy of Sciences. They are among 84 new members and 21 foreign associates from 15 countries elected in recognition of their distinguished and continuing achievements in original research. The National Academy of Sciences is a private organization of scientists and engineers dedicated to the furtherance of science and its use for the general welfare. The scientists are Joseph DeRisi, University of California, San Francisco; Raymond Deshaies, California Institute of Technology; Nathaniel Heintz, The Rockefeller University; Hopi Hoekstra, Harvard University; Kenneth Murphy, Washington University in St. Louis; Krishna Niyogi, University of California, Berkeley; David Sabatini, Whitehead Institute for Biomedical Research; Amita Sehgal, University of Pennsylvania; Geraldine Seydoux, The Johns Hopkins University; Michael Summers, University of Maryland, Baltimore County; Bonnie Bartel, Rice University. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance Department, in coordination with other HHMI departments as needed. The draft return is reviewed by senior management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed. |
| Form 990, Part VI, Line 12c Conflict of interest policy | In addition to HHMI's code of conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, Trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to Trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The conflict of interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The conflict of interest policies covering HHMI's officers and key employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chairman of the Trustees. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit and Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Committee relies on the market data and opinion provided by the compensation consultant in making recommendations to the Board of Trustees regarding compensation 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 voting on it. In the alternate years when a study is not done, the Audit and Compensation Committee confirms with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with generally prevailing compensation increases in the market over the past year. The Committee relies on this advice in recommending compensation for HHMI's President, other officers and key employees, and the Board of Trustees relies on this advice in making compensation decisions. 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 2015 in determining compensation for the following positions for fiscal year 2016: President, Vice Presidents, and Managing Directors - Investments. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit and Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Committee relies on the market data and opinion provided by the compensation consultant in making recommendations to the Board of Trustees regarding compensation 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 voting on it. In the alternate years when a study is not done, the Audit and Compensation Committee confirms with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with generally prevailing compensation increases in the market over the past year. The Committee relies on this advice in recommending compensation for HHMI's President, other officers and key employees, and the Board of Trustees relies on this advice in making compensation decisions. 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. HHMl's Board of Trustees followed this process in August 2015 in determining compensation for the following positions for fiscal year 2016: President, Vice Presidents, and Managing Directors - Investments. |
| Form 990, Part VI, Line 19 Required documents available to the public | HHMI's practice has been to make a copy of its charter and by-laws available on request. HHMI's code of conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website. In addition, HHMI publishes "Year in Review" that provides a summary of each year's activity, expenditures, and financial performance. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Miscellaneous - Total Revenue: 313443, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 313443; Innovation Dissemination - Total Revenue: 117362, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 117362; |
| Schedule A, Part I, Line 4 List of Hospital Affiliations | List of hospital affiliations for e-filing: Hospital, City, State, Zip Code- B&W Hospital, Boston, MA, 02115/ Children's Hosp, Boston, MA, 02115/ Children's Hosp, Cincinnati, OH, 45229/ Dana-Farber, Boston, MA, 02115/ Fred Hutch, Seattle, WA, 98109/ JHopkins Hosp, Baltimore, MD, 21205/ Mass Gen Hosp, Boston, MA, 02129/ MSKCC, New York, NY, 10021/ Nat'l Jewish, Denver, CO, 80206/ St Jude, Memphis, TN, 38105/ Duke-Duke Hosp, Durham, NC, 27706/ NYU-NYU Hosps, New York, NY, 10016/ OHSU-OHSU Hosp, Portland, OR, 97239/ Rockefeller-Hosp, New York, NY,10021/ Penn State Univ-Hosp, University Park, PA 16802/ Stanford-Hosp, Palo Alto, CA, 94305/ UCLA-Med Ctr, Los Angeles, CA, 90095/ UCSD-Med Ctr, San Diego, CA, 92093/ UCSF-UCSF Hosps, San Francisco, CA, 94143/ UIowa-UIowa Hosps, Iowa City, IA, 52242/ UMass-Med Ctr, Worcester, MA, 01605/ UMich-UMich Hosp, Ann Arbor, MI, 48109/ UPenn-UPenn Hosp, Philadelphia, PA, 19104/ UT-Austin-UT Hosp, Austin, TX, 78712/ UTSW-UTSW Hosps, Dallas, TX, 75390/ UUtah-UUtah Hosps, Salt Lake City, UT, 84112/ UWash-Med Ctr, Seattle, WA, 98195/ ADARC-aff hosp, New York, NY, 10016/ AECOM-affil hosps, New York, NY, 10461/ Baylor-aff hosps, Houston, TX, 77O3O/ BU-aff hosp, Boston, MA, 02126/ Brandeis-aff hsps, Waltham, MA, 02254/ CalTech-aff hosps, Pasadena, CA, 91125/ Carnegie-aff hsps, Baltimore, MD, 21210/ CSHL-affil hosps, Cold Spring Harbor, NY, 11724/ CSU-affil hosp, Fort Collins, CO, 80521/ Columbia-aff hsps, New York, NY, 10027/ Cornell-aff hosps, New York, NY, 14853/ Harvard-aff hosps, Cambridge, MA, 02138/ Indiana-affil hosp, Bloomington, IN, 47405/ TJL-affil hosps, Bar Harbor, ME, 04609/ JHU-affil hosps, Baltimore, MD, 21218/ MichSU-affil hosps, Lansing, MI, 48824/ MIT-affil hosps, Boston, MA, 02139/ NWU-affil hosps, Evanston, IL, 60208/ Princeton-aff hosps, Princeton, NJ, 08544/ Rutgers-affil hosp, Piscataway, NJ, 08854/ Salk-affil hosps ,La Jolla, CA, 92093/ Scripps-affil hosps, La Jolla, CA 92037/ Stowers-aff hosps, Kansas City, MO, 64110/ SUNY-affil hosps, Stony Brook, NY,11794/ Texas A&M-aff hsp, College Station, TX, 77843/ Tufts-aff hosps, Boston, MA, 02111/ UCB-affil hosps, Berkeley, CA, 94720/ UCDavis-affil hsps, Davis, CA, 95616/ UCR-affil hosps, Riversde, CA, 92521/ UCSC-aff hosps, Santa Cruz, CA, 95064/ UChi-affil hosp, Chicago, IL, 60637/ UColo-aff hosp, Boulder, CO, 80309/ UColo-aff hosp, Denver, CO, 80217/ Uillinois-aff hsp, Urbana, IL, 61801/ UMD-affil hosp, Baltimore, MD, 21201/ UMN-affil hosp, Minneapolis, MN 55414/ UNC-affil hosps, Chapel Hill, NC, 27599/ UOregon-aff hsp, Eugene, OR,97403/ UWisc-affil hosps, Madison, WI, 53706/ WashU-aff hosp, St Louis, MO, 63130/ YaleU-affil hosp, New Haven, CT, 06520/ |
| Schedule A, Part I, Line 4 MRO Qualification | The Institute is a medical research organization for its taxable year ended August 31, 2016, as its expenditures of $ 791,795,075 on a cash basis for the year ended August 31 , 2015 exceeded the MRO requirement of $727,119,083 (3.5% of the HHMI endowment). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HHMI II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $7,482,899 | $515,652,860 | HHMI | ||||||
| HHMI IV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XVI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$7,196,998 | $369,516,766 | HHMI | ||||||
| SPRUGOS INVESTMENTS II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $8,776,795 | $61,472,990 | HHMI | ||||||
| SPRUGOS INVESTMENTS VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $28,076,355 | $229,778,026 | HHMI | ||||||
| SPRUGOS INVESTMENTS VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $33,383,422 | $218,197,977 | HHMI | ||||||
| SPRUGOS INVESTMENTS X LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS XI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $22,917,767 | $70,480,415 | HHMI | ||||||
| SPRUGOS INVESTMENTS XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $8,943 | $108,933 | HHMI | ||||||
| SPRUGOS INVESTMENTS XIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-AHEAD LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $394 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-ALEXA LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$2,593 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-CS CAPITAL LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$467,856 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-EUROCASTLE LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$360,168 | $2,635,439 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-FAVRILLE LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-KAP LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-ROYCE LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-STORERETRO LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING-XENOPORT LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI FI I LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| JANELIA FARM HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | $0 | $0 | HHMI | ||||||
| SELDEN ISLAND HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | $0 | $0 | HHMI | ||||||
| HHMI I LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$787,782 | $107,909,665 | HHMI | ||||||
| HHMI VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI IX LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI X LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XIV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI XV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $17,380,556 | $324,995,022 | HHMI | ||||||
| SPRUGOS INVESTMENTS IV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| SPRUGOS INVESTMENTS IX LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $10,396,721 | $330,002,477 | HHMI | ||||||
| SPRUGOS-FRENCH LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PRIVATE EQUITY HOLDING III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| RELATIVE VALUE STRATEGIES LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| PSG LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | ||||||
| HHMI-SA LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | RESEARCH | DE | $0 | $161,606 | HHMI | ||||||
| TANGLED BANK STUDIOS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | $0 | $0 | HHMI | ||||||
| MISSING LINK PRODUCTIONS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | $0 | $126 | HHMI | 471329820 | |||||
| LSV ADVANTAGE INTL III (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | -$789,734 | $27,196,419 | HHMI | 980689621 | 89 NEXUS WAY 2/F CANAMA BAY | GRAND CAYMAN | CJ | KY11205 | CJ | |||||
| LSV ADVANTAGE INTL III-B (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | $17,713,772 | $97,058,358 | HHMI | 981087158 | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | CJ | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CERBERUS HH PARTNERS LP | |||||||||||||||||||||
| 190 ELGIN AVENUE | GEORGETOWN | CJ | KY19005 | 981102879 | INVESTMENT | CJ | HHMI | Excluded | $9,709,626 | $142,748,880 | false | $0 | false | 0.95 | |||||||
| GEM NPL CO-INV FUND LP | |||||||||||||||||||||
| 464232021 | INVESTMENT | HHMI | Excluded | $2,241 | $1,607,918 | false | -$223,424 | false | 0.67 | 900 NORTH MICHIGAN AVENUE SUITE 14 | SUITE 1450 | CHICAGO | IL | 60611 | IL | ||||||
| HHLF LP | |||||||||||||||||||||
| 462823996 | INVESTMENT | HHMI | Excluded | $6,348,363 | $31,437,374 | false | $0 | false | 0.94 | 555 5TH AVENUE FL18 | NEW YORK | NY | 10017 | NY | |||||||
| LUMINUS CREDIT OPPORTUNITIES PIE I LP | |||||||||||||||||||||
| 261963557 | INVESTMENT | HHMI | Excluded | $1,924,728 | $45,845,840 | false | $0 | false | 0.99 | 1700 BROADWAY 38TH FLOOR | NEW YORK | NY | 10019 | NY | |||||||
| SOLUS OPPORTUNITIES FUND 2 LP | |||||||||||||||||||||
| 463541945 | INVESTMENT | HHMI | Excluded | $7,354,072 | $61,023,991 | false | $0 | false | 0.98 | 410 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | NY | |||||||
| CVI HH INVESTMENTS LP | |||||||||||||||||||||
| 901010136 | INVESTMENT | HHMI | Excluded | $3,175,407 | $289,352,589 | false | $0 | false | 1.0 | 9320 EXCELSIOR BLVD | MS144-7-2 | HOPKINS | MN | 55343 | MN | ||||||
| ECHO STREET GOODCO SELECT II LP | |||||||||||||||||||||
| 474827277 | INVESTMENT | HHMI | Excluded | $2,364,778 | $105,905,868 | false | $0 | false | 1.0 | 10 EAST 53RD STREET | 32ND FLOOR | NEW YORK | NY | 10022 | NY | ||||||
| GEM BVP CO-INV-A LP | |||||||||||||||||||||
| 472251559 | INVESTMENT | HHMI | Excluded | $0 | $7,075,267 | false | $0 | false | 1.0 | 900 NORTH MICHIGAN AVENUE | SUITE 1450 | CHICAGO | IL | 60611 | IL | ||||||
| HH HOLDCO CO-INVESTMENT FUND LP | |||||||||||||||||||||
| 300864915 | INVESTMENT | HHMI | Excluded | $371,467 | $69,391,381 | false | $0 | false | 0.99478 | 32 BROADWAY SUITE 1201 | NEW YORK | NY | 10004 | NY | |||||||
| HH SG SECONDARY FUND LP | |||||||||||||||||||||
| 473358493 | INVESTMENT | HHMI | Excluded | $1,490,738 | $15,847,917 | false | $0 | false | 0.94 | 825 THIRD AVENUE | 10TH FLOOR | NEW YORK | NY | 10022 | NY | ||||||
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | |||||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | CJ | KY19007 | INVESTMENT | CJ | HHMI | Excluded | $2,364,893 | $35,066,543 | false | $0 | false | 1.0 | GRAND CAYMAN | ||||||||
| HH ELLINGTON MASTER FUND LTD | |||||||||||||||||||||
| 981020904 | INVESTMENT | HHMI | Excluded | $12,566,556 | $30,037,303 | false | $0 | false | 0.82 | 53 FOREST AVENUE | OLD GREENWICH | CT | 06870 | CT | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HHMI REAL ESTATE INC | |||||||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | 203967202 | INVESTMENT | DE | HHMI | C Corporation | $20,439 | $1,668,550 | 1 | Yes (true) | |||||||
| PLEASANT VALLEY INVESTMENTS LP | |||||||||||||||||||
| 980586696 | INVESTMENT | HHMI | C Corporation | $4,608,493 | $26,622,556 | 0.51 | Yes (true) | 99 QUEENS ROAD CENTRAL | UNIT 2112 21/F THE CENTER | HONG KONG | HK | CJ | |||||||
| HH ELLINGTON FUND LTD | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $12,566,556 | $30,037,303 | 1 | Yes (true) | WALKER HOUSE 87 MARY STREET | GEORGETOWN | CJ | CJ | GR | KY19005 | |||||||
| SPRUGOS MAURITIUS I LTD | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $6,775,987 | $29,127,898 | 1 | Yes (true) | 33 EDITH CAVELL STREET | PORT LOUIS | MP | MP | |||||||||
| HHMI CAYMAN I COMPANY | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | -$24,913 | $311,021 | 1 | Yes (true) | WALKER WALKER HOUSE MARY STREET | PO BOX 265GT | GEORGETOWN | CJ | CJ | ||||||||
| CHALKSTREAM KOREA FUND INTERNATIONAL LP | |||||||||||||||||||
| 981248058 | INVESTMENT | HHMI | C Corporation | -$5,000,309 | $44,624,449 | 1 | Yes (true) | 27 Hospital Road | George Town | CJ | CJ | Grand Cayman | KY19008 | ||||||
| LSV ADVANTAGE INTERNATIONAL III LTD | |||||||||||||||||||
| 981300995 | INVESTMENT | HHMI | C Corporation | $84,458 | $3,982,159 | 1 | Yes (true) | 89 NEXUS WAY 2/F CAMANA BAY | CJ | CJ | GRAND CAYMAN | KY11205 | |||||||
| LSV ADVANTAGE INTERNATIONAL III-B LTD | |||||||||||||||||||
| 981315328 | INVESTMENT | HHMI | C Corporation | $2,420,501 | $14,462,081 | 1 | Yes (true) | 89 NEXUS WAY 2/F CAMANA BAY | CJ | CJ | GRAND CAYMAN | KY11205 | |||||||
| COASTLAND RELATIVE VALUE FUND LTD | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $15,533,287 | $97,841,370 | 0.7 | Yes (true) | WALKER HOUSE 87 MARY STREET | GEORGE TOWN | CJ | CJ | GRAND CAYMAN | KY19005 | |||||||
| IRONSIDES PARTNERS SPECIAL SITUATIONS OFFSHORE FUND LTD | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $43,289 | $9,887,435 | 0.58 | Yes (true) | PO BOX 309 UGLAND HOUSE | CJ | CJ | GRAND CAYMAN | 11104 | ||||||||
| MARSHALL WACE MANAGED ACCOUNTS PLC-MW EUROPA FUND II | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $21,718,331 | $168,665,556 | 1 | Yes (true) | BEAUX LANE HOUSEMERCER ST LOWER | DUBLIN | EI | EI | 2 | ||||||||
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | -$11,854,539 | $111,953,942 | 0.82 | Yes (true) | 89 NEXUS WAY CAMANA BAY | CJ | CJ | GRAND CAYMAN | KY19007 | ||||||||
| 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 |
| 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 (24 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CERBERUS HH PARTNERS LP | ||
| B | $33,998,371 | FMV |
| CVI HH INVESTMENTS LP | ||
| B | $80,000,000 | FMV |
| ECHO STREET GOODCO SELECT II LP | ||
| B | $100,000,000 | FMV |
| GEM BVP CO-INV-A LP | ||
| B | $7,100,000 | FMV |
| HH HOLDCO CO-INVESTMENT FUND LP | ||
| B | $83,665,150 | FMV |
| HH SG SECONDARY FUND LP | ||
| B | $12,828,000 | FMV |
| SPRUGOS MAURITIUS I LTD | ||
| B | $46,025,593 | FMV |
| CHALKSTREAM KOREA FUND INTERNATIONAL LP | ||
| B | $25,000,000 | FMV |
| LSV ADVANTAGE INTERNATIONAL III LTD | ||
| B | $389,848 | FMV |
| LSV ADVANTAGE INTERNATIONAL III-B LTD | ||
| B | $3,043,059 | FMV |
| CERBERUS HH PARTNERS LP | ||
| S | $3,864,734 | FMV |
| GEM NPL CO-INV FUND LP | ||
| S | $4,351,644 | FMV |
| HHLF LP | ||
| S | $43,054,472 | FMV |
| SOLUS OPPORTUNITIES FUND 2 LP | ||
| S | $19,396,949 | FMV |
| CVI HH INVESTMENTS LP | ||
| S | $36,000,000 | FMV |
| HH HOLDCO CO-INVESTMENT FUND LP | ||
| S | $17,546,687 | FMV |
| HH SG SECONDARY FUND LP | ||
| S | $3,498,963 | FMV |
| SPRUGOS MAURITIUS I LTD | ||
| S | $90,596,188 | FMV |
| HH ELLINGTON FUND LTD | ||
| S | $172,500,000 | FMV |
| COASTLAND RELATIVE VALUE FUND LTD | ||
| S | $151,873,341 | FMV |
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | ||
| B | $4,000,000 | FMV |
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | ||
| S | $21,000,000 | FMV |
| MARSHALL WACE MANAGED ACCOUNTS PLC-MW EUROPA FUND II | ||
| S | $15,000,000 | FMV |
| IRONSIDES PARTNERS SPECIAL SITUATIONS OFFSHORE FUND LTD | ||
| S | $5,000,000 | FMV |