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HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2015

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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.

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Form 990 IRS990

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Gross Receipts$60,901,814,102GrossReceiptsAmt
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Formation1953FormationYr
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Activity Or MissionTHE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION.ActivityOrMissionDesc
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Total Assets EOY$21,082,502,290TotalAssetsEOYAmt
Total Liabilities BOY$3,522,501,322TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,306,942,737TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,171,235,116NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,775,559,553NetAssetsOrFundBalancesEOYAmt
MissionTHE 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
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Expense$711,129,790ExpenseAmt
Grant$0GrantAmt
Revenue$2,169,244RevenueAmt
DescMEDICAL 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

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DescSCIENCE 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

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DescSUPPORT 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
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States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NITIN V KOTAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012158500PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES A BAKER III ESQ
TRUSTEE2.0Yes (X)$40,000$0$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE2.0Yes (X)$40,000$0$0
JOSEPH L GOLDSTEIN MD
TRUSTEE, CHAIRMAN RESEARCH COMM4.0Yes (X)$56,000$0$0
GARNETT L KEITH
TRUSTEE, CHAIRMAN FINANCE COMM until 2/164.0Yes (X)$50,000$0$0
FRED R LUMMIS
TRUSTEE, CHAIRMAN FINANCE COMM starting 2/164.0Yes (X)$40,000$0$0
PAUL M NURSE PHD
TRUSTEE2.0Yes (X)$46,000$0$0
ALISON F RICHARD PHD
TRUSTEE, CHAIRMAN EDUCATION COMM2.0Yes (X)$50,000$0$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIRMAN AUDIT & COMP6.0Yes (X)$50,000$0$0
KURT L SCHMOKE ESQ
TRUSTEE, CHAIRMAN6.0Yes (X)$60,000$0$0
DEBORAH L SPAR PHD
TRUSTEE2.0Yes (X)$0$0$0
ANNE M TATLOCK
TRUSTEE2.0Yes (X)$40,000$0$0
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER40.0$3,611,224$0$56,631Yes (X)
LAUREN T SPILIOTES ESQ
DEP GENCOUNSEL/ASST SEC40.0$382,251$0$49,552Yes (X)
SUSAN S PLOTNICK
ASSISTANT TREASURER & DIRECTOR-FINANCE40.0$235,740$0$55,201Yes (X)
MONIQUE L MARCUS
CONTROLLER40.0$183,211$0$45,647Yes (X)
ROBERT TJIAN PHD
PRESIDENT40.0$1,364,377$0$72,244Yes (X)
CHERYL A MOORE
EXECUTIVE VP & COO40.0$891,077$0$47,771Yes (X)
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION40.0$690,554$0$53,014Yes (X)
HEIDI E HENNING ESQ
VP,GENERAL COUNSEL/SEC40.0$565,186$0$54,742Yes (X)
NITIN V KOTAK
VP, CFO & TREASURER40.0$406,965$0$57,153Yes (X)
ERIN K O'SHEA PHD
VP & CHIEF SCI OFF40.0$753,361$0$45,598Yes (X)
JOHN PALMISANO
VP FOR INFORMATION TECHNOLOGY effective 11/1540.0$31,622$0$3,283Yes (X)
GERALD M RUBIN PHD
VP&EXEC DIR,JANELIA RES CAMPUS40.0$744,485$0$123,162Yes (X)
KATHY WYSZYNSKI
VP, HUMAN RESOURCES40.0$279,928$0$40,532Yes (X)
RICHARD A PENDER
MAN DIR - US EQUITIES40.0$976,092$0$53,710Yes (X)
ROBERT J KOLYER JR
MAN DIR - DIVERSIFIED ASSETS40.0$1,459,392$0$54,773Yes (X)
MARK A BARNARD
MAN DIR - PRIVATE EQUITIES40.0$1,280,482$0$58,403Yes (X)
STEPHEN M KITSOULIS
MAN DIR - FIXED INCOME40.0$903,019$0$47,198Yes (X)
GREGORY DENINNO
MAN DIR - PRIVATE EQUITIES40.0$587,265$0$56,996Yes (X)
ANIL MADHOK
MAN DIR - INVESTMENTS & COO40.0$1,118,843$0$41,031Yes (X)
DONALD KOCH
MAN DIR - PORTFOLIO STRATEGY40.0$978,620$0$58,524Yes (X)
THOMAS R CECH PHD
INVESTIGATOR40.0$629,730$0$52,258Yes (X)
RYAN L MATNEY
DIRECTOR-DIVERSIFIED ASSETS40.0$603,568$0$56,286Yes (X)
ERIC R KANDEL MD
SENIOR INVESTIGATOR40.0$596,905$0$58,434Yes (X)
MOHAMOUD JIBRELL
VP FOR INFORMATION TECHNOLOGY40.0$320,220$0$158,629Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,066,117TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,400,772TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K722IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
TOURMALET ADVISORS
2150 POST ROADFAIRFIELDCT06824INVESTMENT MGT$8,603,889
ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC)
850 THIRD AVENUENEW YORKNY10022INVESTMENT MGT$4,641,671
ARAMARK HARRISON LODGING
1101 MARKET STPHILADELPHIAPA19107CONFERENCE CTR MGT$4,161,191
WORKDAY INC
6230 STONERIDGE MALL ROADPLEASANTONCA94588IT SOFTWARE CONSULTING$3,163,837
THE NORTH HIGHLAND COMPANY
550 PHARRATLANTAGA30305CONSULTANT$2,963,032SUITE 850
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K158CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$19,321,241AllOtherContributionsAmt
Total Contributions$19,321,241TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME900099$2,169,244$2,169,244
TV & Film Royalties900099$53,918$53,918

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,223,162TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,038,300TotalRevenueColumnAmt
Unrelated Business Revenue-$12,629,452UnrelatedBusinessRevenueAmt
Exclusion$216,667,752ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$256,701,667TotalRevenueColumnAmt
Exclusion$256,701,667ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$767,720RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,424,636RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$656,916RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$656,916TotalRevenueColumnAmt
Unrelated Business Revenue-$636,333UnrelatedBusinessRevenueAmt
Exclusion-$20,583ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,406,321,892SecuritiesAmt
Other$11,432,728OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$59,700,068,593SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$706,253,299SecuritiesAmt
Other$11,432,728OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$717,686,027TotalRevenueColumnAmt
Unrelated Business Revenue$11,432,728UnrelatedBusinessRevenueAmt
Exclusion$706,253,299ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA INCOME900099$271,442$271,442
INVESTMENT EXPENSE REBATE900099$172,767$172,767
CASH DISCOUNTS900099$132,378$132,378

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$430,805TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$430,805ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,007,392OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,200,320,873TotalRevenueColumnAmt
Related Or Exempt Func Income$2,223,162RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,833,057UnrelatedBusinessRevenueAmt
Exclusion$1,180,609,527ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$31,593,272TotalAmt
Program Services$31,593,272ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$86,398,776TotalAmt
Program Services$86,398,776ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,801,000TotalAmt
Program Services$20,801,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,274,181TotalAmt
Program Services$2,453,676ProgramServicesAmt
Management And General$12,820,505ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$220,039TotalAmt
Management And General$220,039ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$266,923,649TotalAmt
Program Services$235,196,437ProgramServicesAmt
Management And General$31,727,212ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,662,921TotalAmt
Program Services$19,940,803ProgramServicesAmt
Management And General$2,722,118ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$115,950,973TotalAmt
Program Services$99,333,829ProgramServicesAmt
Management And General$16,617,144ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,522,408TotalAmt
Program Services$15,181,179ProgramServicesAmt
Management And General$2,341,229ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,710,170TotalAmt
Program Services$2,083,137ProgramServicesAmt
Management And General$1,627,033ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$971,762TotalAmt
Program Services$12,212ProgramServicesAmt
Management And General$959,550ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$67,458,786TotalAmt
Management And General$67,458,786ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$40,629,075TotalAmt
Program Services$26,043,956ProgramServicesAmt
Management And General$14,585,119ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,826,570TotalAmt
Program Services$3,550,890ProgramServicesAmt
Management And General$1,275,680ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,401,261TotalAmt
Program Services$659,392ProgramServicesAmt
Management And General$8,741,869ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$23,132TotalAmt
Program Services$6,760ProgramServicesAmt
Management And General$16,372ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$78,412,496TotalAmt
Program Services$78,779,948ProgramServicesAmt
Management And General-$367,452ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,136,399TotalAmt
Program Services$6,732,161ProgramServicesAmt
Management And General$1,404,238ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,072,244TotalAmt
Program Services$2,713,796ProgramServicesAmt
Management And General$1,358,448ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$76,286,215TotalAmt
Program Services$308,533ProgramServicesAmt
Management And General$75,977,682ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$84,426,346TotalAmt
Program Services$75,119,977ProgramServicesAmt
Management And General$9,306,369ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$486,689TotalAmt
Program Services$164,385ProgramServicesAmt
Management And General$322,304ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$10,743,858TotalAmt
Program Services$10,250,495ProgramServicesAmt
Management And General$493,363ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,133,477,188TotalAmt
Program Services$879,899,696ProgramServicesAmt
Management And General$253,577,492ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$261,159,459BOYAmt
EOY$331,496,720EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,181,144BOYAmt
EOY$10,034,921EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,787,340,604LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,048,522,494LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$761,222,925BOYAmt
EOY$738,818,110EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,011,005,370BOYAmt
EOY$6,611,550,109EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,361,529,118BOYAmt
EOY$13,078,172,731EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$286,638,422BOYAmt
EOY$312,429,699EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,693,736,438BOYAmt
EOY$21,082,502,290EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$493,609,336BOYAmt
EOY$555,985,053EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$118,378,619BOYAmt
EOY$161,167,676EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$716,130,000BOYAmt
EOY$716,130,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,238,405,223BOYAmt
EOY$1,234,673,954EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$955,978,144BOYAmt
EOY$638,986,054EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,522,501,322BOYAmt
EOY$3,306,942,737EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,171,235,116BOYAmt
EOY$17,775,559,553EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,171,235,116BOYAmt
EOY$17,775,559,553EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,693,736,438BOYAmt
EOY$21,082,502,290EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$66,843,685ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$462,519,248NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Brigham Womens HospitalBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$2,267OtherActivitiesAmt
Total Lobbying Expenditures$2,267TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYOTHER 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 ACTIVITYOTHER 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

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$807,737InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$35,488,028OtherCostOrOtherBasisAmt
Book Value$36,295,765BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,248,413InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$751,765,532OtherCostOrOtherBasisAmt
Depreciation$267,784,380DepreciationAmt
Book Value$494,229,565BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$383,497,469OtherCostOrOtherBasisAmt
Depreciation$346,414,306DepreciationAmt
Book Value$37,083,163BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$536,521,827OtherCostOrOtherBasisAmt
Depreciation$434,323,808DepreciationAmt
Book Value$102,198,019BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$921,448InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$68,090,150OtherCostOrOtherBasisAmt
Book Value$69,011,598BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$738,818,110TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & REAL ESTATE$5,001,889,119F
DISTRESSED & CREDIT SENSITIVE$2,259,037,867F
HEDGED EQUITY$2,317,213,493F
MARKET NEUTRAL$1,283,983,391F
EQUITY COMMINGLED$2,216,048,861F
FieldValueIRS element (for citing)
Total Book Value Securities$13,078,172,731TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (14 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$638,986,054TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$632,634,951TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$462,519,248NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$462,519,248RevenueNotReportedAmt
Revenue Subtotal$1,095,154,199RevenueSubtotalAmt
Investment Expenses Not Incld$106,591,310InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,424,636OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$105,166,674RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,200,320,873TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,028,310,514TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,028,310,514ExpensesSubtotalAmt
Investment Expenses Not Incld2$106,591,310InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,424,636OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$105,166,674ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,133,477,188TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental Expenses - -1424636
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsRental Expenses - -1424636

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan Africa01GrantmakingMEDICAL RESEARCH$21,000,000
Sub-Saharan Africa00Program ServicesMedical Research$113,932
Europe (Including Iceland and Greenland)00GrantmakingInvestigator Education$21,000
Sub-Saharan Africa00Investments$41,296,611
North America (Canada & Mexico only)00Investments$214,473,645
Europe (Including Iceland and Greenland)00Investments$1,267,663,712
East Asia and the Pacific00Investments$568,220,903
Central America and the Caribbean00Investments$6,073,683,993
South America00Investments$48,225,203
South Asia00Investments$51,112,999
Middle East and North Africa00Investments$6,553,062
Russia and Neighboring States00Investments$4,192,930
Europe (Including Iceland and Greenland)00Program ServicesOpen Access$3,113,379
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$8,299,671,369SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,299,671,369TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)EDUCATION IN MEDICAL RESEARCH$21,000WT
Sub-Saharan AfricaHIV/TB$21,000,000WT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsDuring its 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 FUNDSDuring 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

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

Recipient Table RecipientTable (85 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Tuskegee University
Tuskegee UniversityTuskegeeAL36088630288878501 (c) 3$250,000$0Undergrad Initiatives
Hope College
Hope CollegeHollandMI49423381381271501 (c) 3$39,316$0Undergrad Initiatives
Millsap College
Millsap CollegeJacksonMS39210640303084501 (c) 3$41,462$0Undergrad Initiatives
Macalester College
Macalester CollegeSt PaulMN55105410693962501 (c) 3$50,000$0Undergrad Initiatives
Assoc of American Colleges & Univ
1818 R Street NWWashingtonDC20009521945674501 (c) 3$500,000$0Undergrad Initiatives
Yale University
Yale UniversityNew HavenCT06520060646973501 (c) 3$600,000$0Ugrad Science Ed
UC - Santa Barbara
UC - Santa BarbaraSanta BarbaraCA93106956006145501 (c) 3$50,000$0Ugrad Science Ed
UC- Los Angeles
UC- Los AngelesLos AngelesCA90095956006143501 (c) 3$50,000$0Ugrad Science Ed
Duke University
Duke UniversityDurhamNC27706560532129501 (c) 3$50,600$0Ugrad Science Ed
Florida International Univ
Florida International UnivMiamiFL33199650177616501 (c) 3$50,000$0Ugrad Science Ed
Indiana Univ of Pennsylvania
Indiana Univ of PennsylvaniaIndianaPA15705251753112501 (c) 3$1,860,000$0Ugrad Science Ed
UC - San Francisco
UC - San FranciscoSan FranciscoCA94143946036493501 (c) 3$19,422$0EXROP Program - Housing
Travel Expense paid on behalf of grantees-Carl Hotel
198 Carl StreetSan FranciscoCA94117943356764$6,068$0EXROP Program - Travel
Univ of Washington
Univ of WashingtonSeattleWA98195916001537501 (c) 3$7,594$0EXROP Program - Housing
Travel Expense paid on behalf of grantees-United
233 S Wacker DriveChicagoIL60606742099724$6,103$0EXROP Program - Travel
Stanford Univ
Stanford UnivPalo AltoCA94305941156365501 (c) 3$37,035$0EXROP Program - Housing
Univ of Michigan
Univ of MichiganAnn ArborMI48109386006309501 (c) 3$9,593$0EXROP Program - Housing
Univ of Colorado
Univ of ColoradoBoulderCO80309846000555501 (c) 3$9,518$0EXROP Program - Housing
Travel Expense paid on behalf of grantees-AMR Corp
4333 Amon Carter BlvdFort WorthTX76155751825172$8,549$0EXROP Program - Travel
UC - Berkeley
UC - BerkeleyBerkeleyCA94720946002123501 (c) 3$17,060$0EXROP Program - Housing
Travel Expense paid on behalf of grantees-Delta
PO Box 20706AtlantaGA30354580218548$6,738$0EXROP Program - Travel
Columbia University
Columbia UniversityNew YorkNY10027135598093501 (c) 3$18,100$0EXROP Program - Housing
Rockefeller University
Rockefeller UniversityNew YorkNY10065131624158501 (c) 3$5,082$0EXROP Program - Housing
Harvard University
Harvard UniversityCambridgeMA02138042103580501 (c) 3$63,503$0EXROP Program - Housing
MIT
MITCambridgeMA02139042103594501 (c) 3$18,926$0EXROP Program - Housing
UC- San Diego
UC- San DiegoLa JollaCA92093956006144501 (c) 3$6,966$0EXROP Program - Housing
Yale University
Yale UniversityNew HavenCT06520060646973501 (c) 3$14,634$0EXROP Program - Housing
St Jude's Childrens Research Hospital
262 Danny Thomas PlaceMemphisTN38105620646012501 (c) 3$5,143$0EXROP Program - Housing
UC- Los Angeles
UC- Los AngelesLos AngelesCA90095956006143501 (c) 3$7,321$0EXROP Program - Housing
Univ of Texas
Univ of TexasAustinTX78712746000203501 (c) 3$5,806$0EXROP Program - Housing
UC - Berkeley
UC - BerkeleyBerkeleyCA94720946002123501 (c) 3$51,500$0University (Doctoral)
Univ of Maryland
Univ of MarylandBaltimoreMD21201526002033501 (c) 3$10,000$0Minority Serving Inst
Audubon Naturalist Soc
8940 Jones Mill RdChevy ChaseMD20815530233715501 (c) 3$53,750$0Local Inititative
Chesapeake Bay Foundation
162 Prince George StAnnapolisMD21401526065757501 (c) 3$162,500$0Local Inititative
PG County Public Schools
14201 School LaneUpper MarlboroMD20772526000992501 (c) 3$41,875$0Local Inititative
Montgomery Cty PS Educ Found
850 Hungerford DrRockvilleMD20850521804509501 (c) 3$545,000$0Local Inititative
Loudoun Cty Public Schools
21000 Education CourtLeesburgVA20176546001395501 (c) 3$1,000,000$0PreCollege Science - Other
Yale University
Yale UniversityNew HavenCT06520060646973501 (c) 3$30,000$0Science Education Alliance
Biological Sciences Curriculum Study
CO State UnivColorado SpringsCO80918840622557501 (c) 3$249,948$0BSCS NOVA
National Academy of Sciences
2101 Constitution Avenue NWWashingtonDC20001530196932501 (c) 3$240,000$0Science Education
ResearchAmerica
1101 King St Suite 250ChantillyVA20153521609875501 (c) 3$60,000$0Program Assessment
Grinnell College
Grinnell CollegeGrinnellIA50112430680387501 (c) 3$100,000$0Science Education
UC- Los Angeles
UC- Los AngelesLos AngelesCA90095956006143501 (c) 3$31,950$0Science Education
The Conversation US Inc
28 Fairfax StWest NewtonMA02465460906774501 (c) 3$500,000$0Science Journalism
UC - San Diego
UC - San DiegoLa JollaCA92093956006144501 (c) 3$400,000$0Medical Research
UC - San Francisco
UC - San FranciscoSan FranciscoCA94143946036493501 (c) 3$124,781$0Medical Research
CA Inst of Technology
CA Inst of TechnologyPasadenaCA91125951643307501 (c) 3$2,061,182$0Medical Research
NYU
NYUNew YorkNY10003135562308501 (c) 3$390,970$0Medical Research
Eastern Mennonite Univ
Eastern Mennonite UnivHarrisonburgVA22802540575812501 (c) 3$130,000$0Medical Research
Allen Institute for Brain Science
Allen Institute for Brain ScienceSeattleWA98103912155317501 (c) 3$42,847$0Medical Research
Beth Israel Deaconess Medical Ctr
Beth Israel Deaconess Medical CtrBostonMA02215042103881501 (c) 3$400,392$0Medical Research
Columbia University
Columbia UniversityNew YorkNY10027135598093501 (c) 3$483,224$0Medical Research
Duke University
Duke UniversityDurhamNC27706560532129501 (c) 3$1,546,139$0Medical Research
Fred Hutchinson Cancer Research Ctr
Fred Hutchinson Cancer Research CtrSeattleWA98109237156071501 (c) 3$367,652$0Medical Research
Harvard University
Harvard UniversityCambridgeMA02138042103580501 (c) 3$250,057$0Medical Research
Johns Hopkins Univ
Johns Hopkins UnivBaltimoreMD21218520595110501 (c) 3$199,580$0Medical Research
Massachusetts General Hosp
Massachusetts General HospBostonMA02129042697983501 (c) 3$178,746$0Medical Research
MIT
MITCambridgeMA02139042103594501 (c) 3$987,288$0Medical Research
Northwestern Univ
Northwestern UnivEvanstonIL60208362167817501 (c) 3$145,608$0Medical Research
Oregon Health Science Univ
Oregon Health Science UnivPortlandOR97239931176109501 (c) 3$1,708,675$0Medical Research
Rockefeller University
Rockefeller UniversityNew YorkNY10065131624158501 (c) 3$263,084$0Medical Research
Salk Institute
Salk InstituteLa JollaCA92037952160097501 (c) 3$285,996$0Medical Research
Stanford Univ
Stanford UnivPalo AltoCA94305941156365501 (c) 3$569,456$0Medical Research
Univ of Texas
Univ of TexasAustinTX78712746000203501 (c) 3$455,760$0Medical Research
UC - Berkeley
UC - BerkeleyBerkeleyCA94720946002123501 (c) 3$497,652$0Medical Research
UC - San Diego
UC - San DiegoLa JollaCA92093956006144501 (c) 3$461,910$0Medical Research
Univ of Chicago
Univ of ChicagoChicagoIL60637362177139501 (c) 3$368,584$0Medical Research
Univ of Colorado
Univ of ColoradoBoulderCO80309846000555501 (c) 3$470,191$0Medical Research
Univ of Florida
Univ of FloridaGainesvilleFL32611596002052501 (c) 3$324,262$0Medical Research
Univ of Massachusetts
Univ of MassachusettsWorchesterMA01605043167352501 (c) 3$249,438$0Medical Research
Univ of Maryland
Univ of MarylandBaltimoreMD21201526002033501 (c) 3$457,440$0Medical Research
Univ of Michigan
Univ of MichiganAnn ArborMI48109386006309501 (c) 3$458,607$0Medical Research
Univ of North Carolina
Univ of North CarolinaChapel HillNC27599566001393501 (c) 3$216,914$0Medical Research
Univ of Pennsylvania
Univ of PennsylvaniaPhiladelphiaPA19104231352685501 (c) 3$1,380,218$0Medical Research
Univ of Utah
Univ of UtahSalt Lake CityUT84112876000525501 (c) 3$4,302,416$0Medical Research
Univ of Washington
Univ of WashingtonSeattleWA98195916001537501 (c) 3$1,193,516$0Medical Research
Yale University
Yale UniversityNew HavenCT06520060646973501 (c) 3$276,476$0Medical Research
Damon Runyon Cancer Research Foundation
Damon Runyon Cancer ResNew YorkNY10006131933825501 (c) 3$1,412,000$0Postdoctoral Fellowships
Jane Coffin Childs Memorial Fund for Medical Res
Jane Coffin Childs Mem Fund Med ResNew HavenCT06510066034840501 (c) 3$1,259,922$0Postdoctoral Fellowships
The Helen Hay Whitney Foundation
The Helen Hay Whitney FoundationNew YorkNY10956131677403501 (c) 3$1,326,000$0Postdoctoral Fellowships
Life Sciences Research Foundation
Life Sciences Research FoundationBaltimoreMD21218521231801501 (c) 3$1,472,000$0Postdoctoral Fellowships
FIU Foundation Inc
11200 SW 8TH STMiamiFL33199650177616501 (c) 3$10,000$0UTeach
University of North Texas
1155 UNION CIRCLEDentonTX76203237232618501(c) 3$10,000$0UTeach
WKU Research Foundation
1906 COLLEGE HEIGHTS BLVDBowling GreenKY42101611358086501 (c) 3$10,000$0UTeach
Drexel University
3141 CHESNUT STPhiladelphiaPA19104231352630501 (c) 3$15,000$0UTeach
FieldValueIRS element (for citing)
Total501c3 Org81Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
EXROP PROGRAM105$597,563
GILLIAM FELLOWSHIPS92$4,382,406
SCIENCE EDUCATION FELLOWSHIPS1$61,919
INTERNATIONAL PREDOCTORAL FELLOWSHIPS85$1,963,500
MEDICAL RESEARCH FELLOWSHIPS70$2,893,560
FACULTY SCHOLARS80$76,500,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationHHMI awards institutional grants in support of precollege, undergraduate, and graduate education in the US through periodic national competitions for which select institutions are eligible to apply. Each program sets out specific criteria and objectives, proposals are evaluated by a panel of experts with the final selection made by HHMI leadership. The Institute also awards fellowships to 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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelUnder 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 useIn 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 paymentVP 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 paymentsHHMI 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 exceptionWhen 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
LOUDOUN COUNTY IDA
A521310230545910AL52003-02-27$500,000,000FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUSfalsefalsefalse
LOUDOUN COUNTY IDA
B521310230545910AP62009-10-02$23,000,000FINANCE CONSTRUCTION OF JANELIA APTfalsefalsefalse
LOUDOUN COUNTY IDA
C521310230545910AQ42013-05-15$33,130,000FINANCE CONSTRUCTION OF JANELIA APT Bfalsefalsefalse
MEDCO
D521376562574205FY12008-02-15$83,500,000FINANCE CONSTRUCTION OF HQ EXPANSIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse
Dfalse

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Part IThe bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7.
Schedule K, Part II, Line 3 Part II, Line 3 - Total ProceedsThe bonds issued on 2/27/2003, 10/2/2009, 2/15/2008 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 ProviderFor 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 4aYes, 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 BIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/08/2014
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MEDCO The calculation for computing no rebate due was performed on 02/12/2013

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MEDCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN521376562BondIssuerEIN
CUSIP574205FZ8CUSIPNum
Bond Issued2008-05-15BondIssuedDt
Issue Price$76,500,000IssuePriceAmt
PurposeREFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTIONPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$76,500,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$76,500,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion1993SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (true)Form8038TFiledInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge30.0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 bodyThe Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance Department, in coordination with other HHMI departments as needed. The draft return is reviewed by senior management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed.
Form 990, Part VI, Line 12c Conflict of interest policyIn addition to HHMI's code of conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, Trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to Trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The conflict of interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The conflict of interest policies covering HHMI's officers and key employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chairman of the Trustees.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit and Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The 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 employeesThe compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit and Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The 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 publicHHMI's practice has been to make a copy of its charter and by-laws available on request. HHMI's code of conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website. 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 RevenueMiscellaneous - 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 AffiliationsList 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 QualificationThe 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEINAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
HHMI II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$7,482,899$515,652,860HHMI
HHMI IV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XVI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$7,196,998$369,516,766HHMI
SPRUGOS INVESTMENTS II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$8,776,795$61,472,990HHMI
SPRUGOS INVESTMENTS VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$28,076,355$229,778,026HHMI
SPRUGOS INVESTMENTS VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$33,383,422$218,197,977HHMI
SPRUGOS INVESTMENTS X LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS XI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$22,917,767$70,480,415HHMI
SPRUGOS INVESTMENTS XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$8,943$108,933HHMI
SPRUGOS INVESTMENTS XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-AHEAD LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$394$0HHMI
PRIVATE EQUITY HOLDING-ALEXA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$2,593$0HHMI
PRIVATE EQUITY HOLDING-CS CAPITAL LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$467,856$0HHMI
PRIVATE EQUITY HOLDING-EUROCASTLE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$360,168$2,635,439HHMI
PRIVATE EQUITY HOLDING-FAVRILLE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-KAP LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-ROYCE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-STORERETRO LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-XENOPORT LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI FI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVA$0$0HHMI
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVA$0$0HHMI
HHMI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$787,782$107,909,665HHMI
HHMI VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI X LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XIV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$17,380,556$324,995,022HHMI
SPRUGOS INVESTMENTS IV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$10,396,721$330,002,477HHMI
SPRUGOS-FRENCH LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
RELATIVE VALUE STRATEGIES LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PSG LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI-SA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815RESEARCHDE$0$161,606HHMI
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDE$0$0HHMI
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDE$0$126HHMI471329820
LSV ADVANTAGE INTL III (CAYMAN) LTD
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LSV ADVANTAGE INTL III-B (CAYMAN) LTD
INVESTMENT$17,713,772$97,058,358HHMI98108715889 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205CJ

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdProvince Or StateForeignAddress/ProvinceOrStateNm
CERBERUS HH PARTNERS LP
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GEM NPL CO-INV FUND LP
464232021INVESTMENTHHMIExcluded$2,241$1,607,918false-$223,424false0.67900 NORTH MICHIGAN AVENUE SUITE 14SUITE 1450CHICAGOIL60611IL
HHLF LP
462823996INVESTMENTHHMIExcluded$6,348,363$31,437,374false$0false0.94555 5TH AVENUE FL18NEW YORKNY10017NY
LUMINUS CREDIT OPPORTUNITIES PIE I LP
261963557INVESTMENTHHMIExcluded$1,924,728$45,845,840false$0false0.991700 BROADWAY 38TH FLOORNEW YORKNY10019NY
SOLUS OPPORTUNITIES FUND 2 LP
463541945INVESTMENTHHMIExcluded$7,354,072$61,023,991false$0false0.98410 PARK AVENUE 11TH FLOORNEW YORKNY10022NY
CVI HH INVESTMENTS LP
901010136INVESTMENTHHMIExcluded$3,175,407$289,352,589false$0false1.09320 EXCELSIOR BLVDMS144-7-2HOPKINSMN55343MN
ECHO STREET GOODCO SELECT II LP
474827277INVESTMENTHHMIExcluded$2,364,778$105,905,868false$0false1.010 EAST 53RD STREET32ND FLOORNEW YORKNY10022NY
GEM BVP CO-INV-A LP
472251559INVESTMENTHHMIExcluded$0$7,075,267false$0false1.0900 NORTH MICHIGAN AVENUESUITE 1450CHICAGOIL60611IL
HH HOLDCO CO-INVESTMENT FUND LP
300864915INVESTMENTHHMIExcluded$371,467$69,391,381false$0false0.9947832 BROADWAY SUITE 1201NEW YORKNY10004NY
HH SG SECONDARY FUND LP
473358493INVESTMENTHHMIExcluded$1,490,738$15,847,917false$0false0.94825 THIRD AVENUE10TH FLOORNEW YORKNY10022NY
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
89 NEXUS WAY CAMANA BAYCJKY19007INVESTMENTCJHHMIExcluded$2,364,893$35,066,543false$0false1.0GRAND CAYMAN
HH ELLINGTON MASTER FUND LTD
981020904INVESTMENTHHMIExcluded$12,566,556$30,037,303false$0false0.8253 FOREST AVENUEOLD GREENWICHCT06870CT

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

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HHMI REAL ESTATE INC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815203967202INVESTMENTDEHHMIC Corporation$20,439$1,668,5501Yes (true)
PLEASANT VALLEY INVESTMENTS LP
980586696INVESTMENTHHMIC Corporation$4,608,493$26,622,5560.51Yes (true)99 QUEENS ROAD CENTRALUNIT 2112 21/F THE CENTERHONG KONGHKCJ
HH ELLINGTON FUND LTD
INVESTMENTHHMIC Corporation$12,566,556$30,037,3031Yes (true)WALKER HOUSE 87 MARY STREETGEORGETOWNCJCJGRKY19005
SPRUGOS MAURITIUS I LTD
INVESTMENTHHMIC Corporation$6,775,987$29,127,8981Yes (true)33 EDITH CAVELL STREETPORT LOUISMPMP
HHMI CAYMAN I COMPANY
INVESTMENTHHMIC Corporation-$24,913$311,0211Yes (true)WALKER WALKER HOUSE MARY STREETPO BOX 265GTGEORGETOWNCJCJ
CHALKSTREAM KOREA FUND INTERNATIONAL LP
981248058INVESTMENTHHMIC Corporation-$5,000,309$44,624,4491Yes (true)27 Hospital RoadGeorge TownCJCJGrand CaymanKY19008
LSV ADVANTAGE INTERNATIONAL III LTD
981300995INVESTMENTHHMIC Corporation$84,458$3,982,1591Yes (true)89 NEXUS WAY 2/F CAMANA BAYCJCJGRAND CAYMANKY11205
LSV ADVANTAGE INTERNATIONAL III-B LTD
981315328INVESTMENTHHMIC Corporation$2,420,501$14,462,0811Yes (true)89 NEXUS WAY 2/F CAMANA BAYCJCJGRAND CAYMANKY11205
COASTLAND RELATIVE VALUE FUND LTD
INVESTMENTHHMIC Corporation$15,533,287$97,841,3700.7Yes (true)WALKER HOUSE 87 MARY STREETGEORGE TOWNCJCJGRAND CAYMANKY19005
IRONSIDES PARTNERS SPECIAL SITUATIONS OFFSHORE FUND LTD
INVESTMENTHHMIC Corporation$43,289$9,887,4350.58Yes (true)PO BOX 309 UGLAND HOUSECJCJGRAND CAYMAN11104
MARSHALL WACE MANAGED ACCOUNTS PLC-MW EUROPA FUND II
INVESTMENTHHMIC Corporation$21,718,331$168,665,5561Yes (true)BEAUX LANE HOUSEMERCER ST LOWERDUBLINEIEI2
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
INVESTMENTHHMIC Corporation-$11,854,539$111,953,9420.82Yes (true)89 NEXUS WAY CAMANA BAYCJCJGRAND CAYMANKY19007
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (24 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CERBERUS HH PARTNERS LP
B$33,998,371FMV
CVI HH INVESTMENTS LP
B$80,000,000FMV
ECHO STREET GOODCO SELECT II LP
B$100,000,000FMV
GEM BVP CO-INV-A LP
B$7,100,000FMV
HH HOLDCO CO-INVESTMENT FUND LP
B$83,665,150FMV
HH SG SECONDARY FUND LP
B$12,828,000FMV
SPRUGOS MAURITIUS I LTD
B$46,025,593FMV
CHALKSTREAM KOREA FUND INTERNATIONAL LP
B$25,000,000FMV
LSV ADVANTAGE INTERNATIONAL III LTD
B$389,848FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
B$3,043,059FMV
CERBERUS HH PARTNERS LP
S$3,864,734FMV
GEM NPL CO-INV FUND LP
S$4,351,644FMV
HHLF LP
S$43,054,472FMV
SOLUS OPPORTUNITIES FUND 2 LP
S$19,396,949FMV
CVI HH INVESTMENTS LP
S$36,000,000FMV
HH HOLDCO CO-INVESTMENT FUND LP
S$17,546,687FMV
HH SG SECONDARY FUND LP
S$3,498,963FMV
SPRUGOS MAURITIUS I LTD
S$90,596,188FMV
HH ELLINGTON FUND LTD
S$172,500,000FMV
COASTLAND RELATIVE VALUE FUND LTD
S$151,873,341FMV
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
B$4,000,000FMV
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
S$21,000,000FMV
MARSHALL WACE MANAGED ACCOUNTS PLC-MW EUROPA FUND II
S$15,000,000FMV
IRONSIDES PARTNERS SPECIAL SITUATIONS OFFSHORE FUND LTD
S$5,000,000FMV