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HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-04-15
IRS object ID
201531059349301203
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-15T15:36:38-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH STREET NW STE 1000AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590735717EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD HUGHES MEDICAL INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% NITIN V KOTAKInCareOfNm
Business Name ControlHOWABusinessNameControlTxt
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 Jones Bridge RoadAddressLine1
Address Line2SuiteAddressLine2
CityChevy ChaseCity
StateMDState
ZIP Code20815ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNITIN V KOTAKPersonNm
Person TitleVP, CFO & TreasurerPersonTitleTxt
Phone3012158500PhoneNum
Signature2015-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarci Krause PartnerPreparerPersonNm
PTINP00394681PTIN
Phone3012158500PhoneNum
Preparation2015-04-10PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRobert Tjian PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 Jones Bridge RoadAddressLine1
CityChevy ChaseCity
StateMDState
ZIP Code20815ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$54,421,397,935GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshhmi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionThe Howard Hughes Medical Institute is a philanthropy that serves society through the direct conduct of biomedical research and support for programs in science education.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee3578TotalEmployeeCnt
Total Gross UBI$11,359,812TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,390,495PYProgramServiceRevenueAmt
CY Program Service Revenue$1,842,587CYProgramServiceRevenueAmt
PY Investment Income$1,335,207,844PYInvestmentIncomeAmt
CY Investment Income$1,988,395,214CYInvestmentIncomeAmt
PY Other Revenue$16,348,249PYOtherRevenueAmt
CY Other Revenue$13,267,211CYOtherRevenueAmt
PY Total Revenue$1,352,946,588PYTotalRevenueAmt
CY Total Revenue$2,003,505,012CYTotalRevenueAmt
PY Grants And Similar Paid$59,924,253PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,601,663CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$413,980,074PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$466,476,887CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$580,081,636PYOtherExpensesAmt
CY Other Expenses$584,987,394CYOtherExpensesAmt
PY Total Expenses$1,053,985,963PYTotalExpensesAmt
CY Total Expenses$1,163,065,944CYTotalExpensesAmt
PY Revenues Less Expenses$298,960,625PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$840,439,068CYRevenuesLessExpensesAmt
Total Assets BOY$19,677,721,527TotalAssetsBOYAmt
Total Assets EOY$21,860,329,641TotalAssetsEOYAmt
Total Liabilities BOY$2,776,715,050TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,266,722,975TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,901,006,477NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,593,606,666NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE HOWARD HUGHES MEDICAL INSTITUTE ("INSTITUTE" OR "HHMI") IS THE NATION'S LARGEST PRIVATE ACADEMIC BIOMEDICAL RESEARCH INSTITUTION, WITH JUST UNDER $19 BILLION IN NET ASSETS AT THE END OF ITS 2014 FISCAL YEAR. THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS CHARTER STATES: "THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE WITHIN THE FIELD OF BASIC SCIENCES (PRINCIPALLY THE FIELD OF MEDICAL RESEARCH AND EDUCATION) AND THE EFFECTIVE APPLICATION THEREOF FOR THE BENEFIT OF MANKIND."MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$790,831,887ExpenseAmt
Revenue$1,842,587RevenueAmt
DescStatement 1 on Schedule O Medical Research Organization Activities (A) The HHMI Investigator Program (B) Janelia Research CampusDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$120,934,334ExpenseAmt
Grant$104,568,559GrantAmt
DescStatement 2 On Schedule O Science Education Programs (A) Graduate Science Education and Medical Research Training (B) Precollege and Undergraduate Science Education Program (C) Educational Resources (D) Tangled Bank Studios (E) eLife - Open Access JournalDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,033,104ExpenseAmt
Grant$7,033,104GrantAmt
DescStatement 3 On Schedule O Support for International Science (A)International Early Career Scientist Program (B)Senior International Research Scholars Program (C)The KwaZulu-Natal Research Institute for Tuberculosis and HIV (K-RITH)Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$918,799,325TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document748IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3578EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNITIN V KOTAKPersonNm
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1
CityCHEVY CHASECity
StateMDState
ZIP Code20815ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 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
Susan Desmond-Hellmann MD MPH
Trustee2.0Yes (X)$0$0$0
Joseph L Goldstein MD
Trustee2.0Yes (X)$53,500$0$0
Garnett L Keith
Trustee, Chairman Finance Comm4.0Yes (X)$50,000$0$0
Fred R Lummis
Trustee2.0Yes (X)$40,000$0$0
Paul M Nurse PhD
Trustee2.0Yes (X)$40,000$0$0
Alison M Richard PhD
Trustee, Chairman Ed&Intl 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
Anne M Tatlock
Trustee2.0Yes (X)$40,000$0$0
Robert Tjian PhD
President40.0$1,299,797$0$51,324Yes (X)
Cheryl A Moore
Executive VP & COO40.0$843,175$0$48,146Yes (X)
Sean B Carroll PhD
VP for Science Education40.0$650,660$0$45,781Yes (X)
Heidi E Henning Esq
VP,General Counsel/Sec40.0$503,753$0$47,064Yes (X)
Mohamoud Jibrell
VP for Information Technology40.0$300,744$0$50,318Yes (X)
Nitin V Kotak
VP, CFO & Treasurer40.0$401,043$0$46,671Yes (X)
Erin K O'Shea PhD
VP & Chief Sci Off40.0$591,858$0$45,294Yes (X)
Gerald M Rubin PhD
VP&Exec Dir,Janelia Res Campus40.0$704,229$0$115,823Yes (X)
Kathy Wyszynski
VP, Human Resources40.0$274,576$0$34,511Yes (X)
Landis Zimmerman
VP & Chief Investment Officer40.0$2,843,016$0$48,739Yes (X)
Lauren T Spiliotes Esq
Dep GenCounsel/Asst Sec40.0$343,911$0$48,392Yes (X)
Susan S Plotnick
Assistant Treasurer & Director40.0$233,719$0$44,389Yes (X)
Monique L Marcus
Assistant Controller40.0$181,323$0$37,542Yes (X)
Richard A Pender
Man Dir - US Equities40.0$1,317,203$0$46,612Yes (X)
Robert J Kolyer Jr
Man Dir - Diversified Assets40.0$1,265,157$0$47,191Yes (X)
Mark A Barnard
Man Dir - Private Equities40.0$1,025,127$0$47,875Yes (X)
Stephen M Kitsoulis
Man Dir - Fixed Income40.0$896,868$0$46,986Yes (X)
Anil Madhok
Man Dir - Investments & COO40.0$989,038$0$45,334Yes (X)
Matthew R Lee
Man Dir-Inv. Strtgy thru 8/1340.0$836,182$0$32,887Yes (X)
Michael B Shaffer
Dir/Senior Trader thru 12/1340.0$597,419$0$42,729Yes (X)
William R Bishai MD PhD
Lab Head40.0$581,142$0$45,736Yes (X)
Eric R Kandel MD
Senior Investigator40.0$570,133$0$53,561Yes (X)
Craig A Alexander Esq
VP,Gen Counsel&Sec thru 4/1340.0$552,381$0$22,287Yes (X)
Thomas R Cech PhD
Investigator40.0$601,546$0$48,329Yes (X)
Jack E Dixon PhD
VP/Chief Sci Off thru 6/1340.0$466,017$0$39,813Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,333,517TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,183,334TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K730IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1CityContractorAddress/ForeignAddress/CityProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateCountryContractorAddress/ForeignAddress/CountryPostal CodeContractorAddress/ForeignAddress/PostalCode
Aramark Harrison Lodging
1101 Market StPHILADELPHIAPA19107Conference Ctr Mgt$3,922,354
Southeastern Asset Management
6410 Poplar Avenue Suite 900MEMPHISTN38119Investment Mgt$3,441,819
Walter Scott Partners Ltd
Investment Mgt$3,242,113ONE CHARLOTTE SQUAREEDINBURGHMIDLOTHIANUKEH2 4DZ
Iridian Asset Management LLC
276 Post Road WestWESTPORTCT06880INVESTMENT MGT$3,083,823
Bank of NY Mellon
PO Box 392006PITTSBURGHPA15251CUSTODIAL/INVESTMENT$2,552,532
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K157CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME900099$1,605,673$1,605,673
TV & FILM ROYALTIES900099$236,914$236,914
FieldValueIRS element (for citing)
Total Program Service Revenue$1,842,587TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,747,695TotalRevenueColumnAmt
Unrelated Business Revenue$3,912,683UnrelatedBusinessRevenueAmt
Exclusion$271,835,012ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,453TotalRevenueColumnAmt
Exclusion$13,453ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,887,336TotalRevenueColumnAmt
Exclusion$11,887,336ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,518,907RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,147,234RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$371,673RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$371,673TotalRevenueColumnAmt
Unrelated Business Revenue$317,031UnrelatedBusinessRevenueAmt
Exclusion$54,642ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$54,122,589,880SecuritiesAmt
Other$7,130,098OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,416,745,689SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,705,844,191SecuritiesAmt
Other$7,130,098OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,712,634,066TotalRevenueColumnAmt
Unrelated Business Revenue$7,130,098UnrelatedBusinessRevenueAmt
Exclusion$1,705,503,968ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA INCOME900099$190,360$190,360
INVESTMENT EXPENSE REBATE900099$194,427$194,427
CASH DISCOUNTS900099$121,490$121,490

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$501,925TotalRevenueColumnAmt
Exclusion$501,925ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,008,202OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,003,505,012TotalRevenueColumnAmt
Related Or Exempt Func Income$1,842,587RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$11,359,812UnrelatedBusinessRevenueAmt
Exclusion$1,990,302,613ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$95,687,261TotalAmt
Program Services$95,687,261ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,881,298TotalAmt
Program Services$8,881,298ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,033,104TotalAmt
Program Services$7,033,104ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,152,144TotalAmt
Program Services$2,270,812ProgramServicesAmt
Management And General$12,881,332ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$705,632TotalAmt
Program Services$641,823ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$276,579,056TotalAmt
Program Services$249,164,387ProgramServicesAmt
Management And General$27,466,969ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$24,187,175TotalAmt
Program Services$21,857,992ProgramServicesAmt
Management And General$2,334,413ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$131,941,663TotalAmt
Program Services$117,478,870ProgramServicesAmt
Management And General$14,469,072ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,911,217TotalAmt
Program Services$15,949,610ProgramServicesAmt
Management And General$1,961,607ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,593,840TotalAmt
Program Services$2,688,621ProgramServicesAmt
Management And General$905,219ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$818,550TotalAmt
Management And General$818,550ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$86,192,431TotalAmt
Management And General$86,192,431ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$34,645,908TotalAmt
Program Services$25,130,034ProgramServicesAmt
Management And General$9,515,874ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,821,435TotalAmt
Program Services$4,572,680ProgramServicesAmt
Management And General$1,248,755ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,933,535TotalAmt
Program Services$582,916ProgramServicesAmt
Management And General$5,350,619ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$8,937TotalAmt
Management And General$8,937ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$106,311,423TotalAmt
Program Services$103,527,878ProgramServicesAmt
Management And General$2,783,545ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,252,706TotalAmt
Program Services$6,804,864ProgramServicesAmt
Management And General$1,447,842ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,363,836TotalAmt
Program Services$2,883,952ProgramServicesAmt
Management And General$479,884ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$62,526,266TotalAmt
Program Services$1,024,589ProgramServicesAmt
Management And General$61,501,677ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$95,998,998TotalAmt
Program Services$85,794,447ProgramServicesAmt
Management And General$10,204,551ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$443,168TotalAmt
Program Services$134,047ProgramServicesAmt
Management And General$309,121ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LAB & OTHER SCIENTIFIC SUPPLIE$133,362,200$132,662,823$699,377
MINOR EQUIPMENT & RENOVATIONS$16,570,957$16,570,957
EQUIPMENT MAINTENANCE$14,808,945$12,365,856$2,443,089
INCOME TAX$1,100,300$1,100,300

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,233,959TotalAmt
Program Services$5,090,504ProgramServicesAmt
Management And General$143,455ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,163,065,944TotalAmt
Program Services$918,799,325ProgramServicesAmt
Management And General$244,266,619ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$374,609,412BOYAmt
EOY$305,401,048EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,388,741BOYAmt
EOY$8,948,454EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,848,686,635LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,052,706,954LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$814,431,783BOYAmt
EOY$795,979,681EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,407,499,312BOYAmt
EOY$8,046,600,998EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,892,032,785BOYAmt
EOY$12,571,418,897EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$181,759,494BOYAmt
EOY$131,980,563EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,677,721,527BOYAmt
EOY$21,860,329,641EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$387,750,043BOYAmt
EOY$469,629,746EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$106,249,684BOYAmt
EOY$148,458,340EOYAmt

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,237,912,529BOYAmt
EOY$1,238,158,876EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$328,672,794BOYAmt
EOY$694,346,013EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,776,715,050BOYAmt
EOY$3,266,722,975EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,901,006,477BOYAmt
EOY$18,593,606,666EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,901,006,477BOYAmt
EOY$18,593,606,666EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,677,721,527BOYAmt
EOY$21,860,329,641EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$840,439,068ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$852,161,121NetUnrlzdGainsLossesInvstAmt
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 HospitalBusinessNameLine1
FieldValueIRS element (for citing)
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4The Institute is a medical research organization for its taxable year ended August 31, 2014, as its expenditures of $855,749,515 on a cash basis for the year ended August 31, 2013 exceeded the MRO requirement of $620,843,655 (3.5% of the HHMI endowment).
PART I, LINE 4List 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/ Emory-Univ Hosp,Atlanta,GA,30322/ NYU-NYU Hosps,New York,NY,10016/ OHSU-OHSU Hosp,Portland,OR,97239/ Rockefeller-Hosp,New York,NY,10021/ 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,77030/ 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/ UC-Davis-affil hsps,Davis,CA,95616/ UCR-affil hosps,Riverside,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/ UFla-aff hosps,Gainesville,FL,32611/ UIllinois-aff hsp,Urbana,IL,61801/ UMD-affil hosp,Baltimore,MD,21201/ 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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
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$1,597OtherActivitiesAmt
Total Lobbying Expenditures$1,597TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, line 1i (Other Activities)FormAndLineReferenceDesc
ExplanationDuring the fiscal year, HHMI was a member of a number of non-profit organizations that engaged in lobbying activities on behalf of their memberships. HHMI is reporting as lobbying expenditures a portion of the membership dues that HHMI paid to these organizations.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$807,737InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$37,588,922OtherCostOrOtherBasisAmt
Book Value$38,396,659BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,496,661InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$695,344,928OtherCostOrOtherBasisAmt
Depreciation$209,492,526DepreciationAmt
Book Value$496,349,063BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,878,464InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$463,126,984OtherCostOrOtherBasisAmt
Depreciation$410,597,079DepreciationAmt
Book Value$55,408,369BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$556,302,965OtherCostOrOtherBasisAmt
Depreciation$431,983,857DepreciationAmt
Book Value$124,319,108BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$921,448InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$81,218,526OtherCostOrOtherBasisAmt
Depreciation$633,492DepreciationAmt
Book Value$81,506,482BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$795,979,681TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & REAL ESTATE$5,041,082,367F
NATURAL RESOURCES$357,303,568F
ALTERNATIVE INVESTMENTS$7,173,032,962F
FieldValueIRS element (for citing)
Total Book Value Securities$12,571,418,897TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
SHORT POSITIONS$434,282,972
INVESTMENT PURCH. PENDING SALE$72,852,272
SWAP UNREALIZED LOSS$116,324,738
INVESTMENT MANAGEMENT FEES PAYABLE$16,514,317
DEFERRED COMPENSATION LIAB.$31,856,467
CURRENCY EXCH. CONTRACTS PAY.$14,837,397
EQUITY SWAP$4,214,878
CREDIT DEFAULT SWAP$630,755
DERIVATIVE LIABILITIES$1,388,370
PAY. REALIZED GAINS ON FUTURES$216,137
DEFERRED INCOME$1,227,710
FieldValueIRS element (for citing)
Total Liability$694,346,013TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,741,914,348TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$852,161,121NetUnrealizedGainsInvstAmt
Revenue Not Reported$852,161,121RevenueNotReportedAmt
Revenue Subtotal$1,889,753,227RevenueSubtotalAmt
Investment Expenses Not Incld$113,751,785InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$113,751,785RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,003,505,012TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,049,314,159TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,049,314,159ExpensesSubtotalAmt
Investment Expenses Not Incld2$113,751,785InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$113,751,785ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,163,065,944TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan Africa1Program ServicesMedical Research$7,012,104
Europe (Including Iceland and Greenland)GrantmakingInvestigator Education$21,000
Sub-Saharan AfricaInvestments$24,369,515
North AmericaInvestments$160,828,189
Europe (Including Iceland and Greenland)Investments$1,247,603,923
East Asia and the PacificInvestments$671,072,336
Central America and the CaribbeanInvestments$3,772,271,505
South AmericaInvestments$104,489,515
South AsiaInvestments$85,266,920
Russia and the Newly Independent StatesInvestments$4,234,730
Middle East and North AfricaInvestments$924,121
FieldValueIRS element (for citing)
Subtotal Employees1SubtotalEmployeesCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$6,078,093,858SubtotalSpentAmt
Total Spent$6,078,093,858TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)EDUCATION INVESTIGATOR$21,000WT
Sub-Saharan AfricaMEDICAL RESEARCH HIV/TB$3,839,263CHECK
Europe (Including Iceland and Greenland)OPEN ACCESS PUBLICATIONS$1,643,513WT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
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

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part 1, Line 2FormAndLineReferenceDesc
ExplanationMonitoring of foreign grant funds During its 2014 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. HHMI makes regular expenditures as part of its commitment of over $70 million to support the KwaZulu-Natal Research Institute for Tuberculosis and HIV (K-RITH) over 10 years. As discussed in further detail on Schedule O, HHMI and the University of KwaZulu-Natal (UKZN) in South Africa have collaborated on establishing K-RITH as an international research center in Durban, South Africa. K-RITH's mission is the conduct of outstanding basic scientific research on tuberculosis (TB) and HIV, translating the scientific findings into new insights or tools to control the devastating co-epidemic of TB and HIV, and helping to train a new generation of scientists in Africa. K-RITH is an independent non-profit association incorporated under South African law. More information about K-RITH is available from its website, (http://www.k-rith.org/). As part of its oversight of the K-RITH project, HHMI receives regular, detailed financial and programmatic reporting from K-RITH of its spending of HHMI's financial support on at least a quarterly basis. In addition, HHMI has seconded an employee to serve as Acting Institute Director of K-RITH while K-RITH searches for a Director,and HHMI is represented on the K-RITH governing board. HHMI employees serve on various K-RITH advisory boards, make regular visits to K-RITH, and are in frequent contact with K-RITH staff to receive program and financial updates.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (89 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HOPE COLLEGE
HOPE COLLEGEHOLLANDMI49423381381271501(c)3$50,000COLLEGES
MACALESTER COLLEGE
MACALESTER COLLEGEST PAULMN55105410693962501(c)3$50,000COLLEGES
UNIV OF RICHMOND
UNIV OF RICHMONDRICHMONDVA23173540505965501(c)3$50,000COLLEGES
AMER SOCIETY FOR MICROBIOLOGY
1752 N ST NWWASHINGTONDC20036381616141501(c)3$50,000SUMMER INSTITUTE
UNIV OF MINNESOTA
UNIV OF MINNESOTAMINNEAPOLISMN55415416007513501(c)3$200,000SUMMER INSTITUTE
CAL POLY STATE UNIV
CAL POLY STATESAN LUIS OBISPOCA93407204927897501(c)3$100,000SUMMER INSTITUTE
GRINNELL COLLEGE
GRINNELL COLLEGEGRINNELLIA50112430680387501(c)3$95,000SUMMER INSTITUTE
UNIV OF NORTH CAROLINA
UNIV OF NCCHAPEL HILLNC27599566001393501(c)3$2,375,000MEYERHOFF ADAPTATION
UNIV OF MARYLAND
UMBCBALTIMOREMD21201526002033501(c)3$3,000,000MEYERHOFF ADAPTATION
PENN STATE UNIV
PENN STATE UNIVUNIVERSITY PARKPA16802246000376501(c)3$2,375,000MEYERHOFF ADAPTATION
UC - SAN FRANCISCO
UC - SAN FRANCISCOSAN FRANCISCOCA94143946036493501(c)3$23,340EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-INTL HOUSE
500 RIVERSIDE DRNEW YORKNY10027131624048$31,751EXROP PROGR-HOUSING
UNIV OF WASHINGTON
UNIV OF WASHINGTONSEATTLEWA98195916001537501(c)3$21,981EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-YMCA
5 WEST 63RD ST 6TH FLNEW YORKNY10023131624228$7,650EXROP PROGR-HOUSING
STANFORD UNIV
STANFORD UNIVPALO ALTOCA94305941156365501(c)3$39,617EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-UNITED
233 S WACKER DRCHICAGOIL60606742099724$5,488EXROP PROGR-HOUSING
UNIV OF MICHIGAN
UNIV OF MICHIGANANN ARBORMI48109386006309501(c)3$15,560EXROP PROGR-HOUSING
UNIV OF COLORADO
UNIV OF COLORADOBOULDERCO80309846000555501(c)3$9,067EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-AMR CORP
4333 AMON CARTER BLVDFORT WORTHTX76155751825172$7,748EXROP PROGR-HOUSING
MASS INST OF TECHNOLOGY
MITCAMBRIDGEMA02139042103594501(c)3$9,230EXROP PROGR-HOUSING
UC - SAN DIEGO
UCSDLA JOLLACA92093956006144501(c)3$7,342EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-DELTA
PO BOX 20706ATLANTAGA30354580218548$13,076EXROP PROGR-HOUSING
JOHNS HOPKINS UNIV
JOHNS HOPKINS UNIVBALTIMOREMD21218520595110501(c)3$11,282EXROP PROGR-HOUSING
ROCKEFELLER UNIVERSITY
ROCKEFELLER UNIVERSITYNEW YORKNY10065131624158501(c)3$5,300EXROP PROGR-HOUSING
HARVARD UNIVERSITY
HARVARD UNIVERSITYCAMBRIDGEMA02138042103580501(c)3$39,477EXROP PROGR-HOUSING
TRAVEL EXPS PAID BEHALF OF GRANTEES-PREMIER HOTEL
LONG WHARF DRNEW HAVENCT06511$25,899EXROP PROGR-HOUSING
BAYLOR COLLEGE OF MED
BAYLOR COLLEGE OF MEDHOUSTONTX77030741613878501(c)3$5,838EXROP PROGR-HOUSING
MEMORIAL SLOAN KETTERING
MEMORIAL SLOAN KETTERINGNEW YORKNY10021131624182501(c)3$5,038EXROP PROGR-HOUSING
AUDUBON NATURALIST SOC
8940 JONES MILL RDCHEVY CHASEMD20815530233715501(c)3$150,000LOCAL INITITATIVE
CHESAPEAKE BAY FOUNDATION
162 PRINCE GEORGE STANNAPOLISMD21401526065757501(c)3$450,000LOCAL INITITATIVE
PG COUNTY PUBLIC SCHOOLS
14201 SCHOOL LANEUPPER MARLBOROMD20772526000992501(c)3$127,500LOCAL INITITATIVE
LOUDOUN CTY PUBLIC SCHOOLS
21000 EDUCATION COURTLEESBURGVA20176546001395501(c)3$3,000,000PRECOLLEGE SCI-OTHER
NEW YORK UNIV
NYUNEW YORKNY10003135562308501(c)3$30,000NOVA
WETA
3939 CAMPBELL AVENUEARLINGTONVA22206530242992501(c)3$125,000GREATER PBS NEWSHOUR
UNIV OF PITTSBURGH
UNIV OF PITTSBURGHPITTSBURGHPA15260250965591501(c)3$3,250,000SEA
UNIV OF MARYLAND
UMBCBALTIMOREMD21201526002033501(c)3$12,000SEA
RESEARCHAMERICA
1101 KING ST STE 520CHANTILLYVA20153521609875501(c)3$25,000ASSESSMENT
CHESAPEAKE BAY FOUNDATION
162 PRINCE GEORGE STANNAPOLISMD21401526065757501(c)3$50,000LOCAL AREA
BIOLOGICAL SCIENCES CURRICULUM STUDY
CO STATE UNIVCOLORADO SPRINGSCO80918840622557501(c)3$297,495BSCS-NOVA
FOUNDATION FOR THE NIH
9650 ROCKVILLE PIKEBETHESDAMD20814521986675501(c)3$100,800LOCAL AREA
THE CONVERSATION US INC
25 FAIRFAX STWEST NEWTONMA02465460906774501(c)3$500,000SCIENCE JOURNALISM
BROWN UNIVERSITY
BROWN UNIVERSITYPROVIDENCERI02912050258809501(c)3$1,500,000UNIVERSITY(DOCTORAL)
COLLEGE OF WILLIAM & MARY
WILLIAMMARYWILLIAMSBURGVA23187546001718501(c)3$1,500,000UNIVERSITY(DOCTORAL)
DREXEL UNIVERSITY
DREXEL UNIVPHILADELPHIAPA19104231352630501(c)3$1,200,000UNIVERSITY(DOCTORAL)
DUKE UNIVERSITY
DUKE UNIVDURHAMNC27706560532129501(c)3$1,500,000UNIVERSITY(DOCTORAL)
EMORY UNIVERSITY
EMORY UNIVATLANTAGA30322580566256501(c)3$1,200,000UNIVERSITY(DOCTORAL)
FLORIDA INTERNATIONAL UNIV
FLORIDA INTL UNIVMIAMIFL33199650177616501(c)3$1,500,000UNIVERSITY(DOCTORAL)
HOWARD UNIVERSITY
HOWARD UNIVWASHINGTONDC20059530204707501(c)3$1,400,000UNIVERSITY(DOCTORAL)
IOWA STATE UNIVERSITY
IOWA STATE UNIVAMESIA50011426004224501(c)3$1,200,000UNIVERSITY(DOCTORAL)
LEHIGH UNIVERSITY
LEHIGH UNIVBETHLEHEMPA18015240795445501(c)3$1,900,000UNIVERSITY(DOCTORAL)
LOYALA UNIVERSITY
LOYALA UNIVCHICAGOIL60660361408475501(c)3$1,900,000UNIVERSITY(DOCTORAL)
MICHIGAN STATE UNIV
MICHIGAN STATE UNIVLANSINGMI48824386005984501(c)3$1,500,000UNIVERSITY(DOCTORAL)
NEW MEXICO STATE UNIV
NEW MEXICO STATE UNIVLAS CRUCESNM88003856000401501(c)3$1,900,000UNIVERSITY(DOCTORAL)
OKLAHOMA STATE UNIV
OKLAHOMA STATE UNIVSTILLWATEROK74078736017987501(c)3$1,500,000UNIVERSITY(DOCTORAL)
PORTLAND STATE UNIV
PORTLAND STATE UNIVPORTLANDOR97201481278529501(c)3$2,000,000UNIVERSITY(DOCTORAL)
RENSSELAER POLYTECHNIC INST
RENSSELAER POLYTECHNIC INSTTROYNY12180141340095501(c)3$1,200,000UNIVERSITY(DOCTORAL)
RICE UNIVERSITY
RICE UNIVERSITYHOUSTONTX77251741109620501(c)3$1,900,000UNIVERSITY(DOCTORAL)
SUNY - BINGHAMTON
SUNY - BINGHAMTONBINGHAMTONNY13902141368361501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UC - BERKELEY
UC - BERKELEYBERKELEYCA94720946002123501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UC - RIVERSIDE
UC - RIVERSIDERIVERSIDECA92521956006142501(c)3$2,400,000UNIVERSITY(DOCTORAL)
UC - SANTA BARBARA
UC - SANTA BARBARASANTA BARBARACA93106956006145501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UC - SANTA CRUZ
UC - SANTA CRUZSANTA CRUZCA95064941539563501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF COLORADO
UNIV OF COLORADOBOULDERCO80309846000555501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF HOUSTON
UNIV OF HOUSTONHOUSTONTX77204746001399501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF IDAHO
UNIV OF IDAHOMOSCOWID83844826000945501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UNIV OF KENTUCKY
UNIV OF KENTUCKYLEXINGTONKY40506616033693501(c)3$1,900,000UNIVERSITY(DOCTORAL)
UNIV OF MARYLAND
UNIV OF MARYLANDCOLLEGE PARKMD21250526002033501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UNIV OF MIAMI
UNIV OF MIAMICORAL GABLESFL33146590624458501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF MICHIGAN
UNIV OF MICHIGANANN ARBORMI48109386006309501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF MINNESOTA
UNIV OF MINNESOTAMINNEAPOLISMN55415416007513501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UNIV OF NEW ORLEANS
UNIV OF NEW ORLEANSNEW ORLEANSLA70148720702000501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF PITTSBURGH
UNIV OF PITTSBURGHPITTSBURGHPA15260250965591501(c)3$1,500,000UNIVERSITY(DOCTORAL)
UNIV OF SOUTH FLORIDA
UNIV OF SOUTH FLORIDATAMPAFL33620593102112501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UNIV OF TEXAS
UNIV OF TEXASAUSTINTX78712746000203501(c)3$2,400,000UNIVERSITY(DOCTORAL)
UNIV OF TEXAS
UNIV OF TEXASEL PASOTX76698746000813501(c)3$2,400,000UNIVERSITY(DOCTORAL)
UNIV OF WASHINGTON
UNIV OF WASHINGTONSEATTLEWA98195916001537501(c)3$1,500,000UNIVERSITY(DOCTORAL)
WESTERN MICHIGAN UNIVERSITY
WESTERN MICHIGAN UNIVKALAMAZOOMI49008386007327501(c)3$1,400,000UNIVERSITY(DOCTORAL)
YALE UNIVERSITY
YALE UNIVERSITYNEW HAVENCT06520060646973501(c)3$1,200,000UNIVERSITY(DOCTORAL)
UC - SAN FRANCISCO
UCSFSan FranciscoCA94143946036493501 (c) 3$301,958Transition Package
DAMON RUNYON CANCER RESEARCH FOUNDATION
DAMON RUNYON CANCER RESNew YorkNY10006131933825501(c)3$1,308,000Postdoctoral Fellowships
THE HELEN HAY WHITNEY FOUNDATION
HELEN HAY WHITNEYNew YorkNY10956131677403501(c)3$1,278,000Postdoctoral Fellowships
JANE COFFIN CHILDS MEM FUND FOR MED RES
JANE COFFIN CHILDS MEMNew HavenCT06510066034840501(c)3$1,310,400Postdoctoral Fellowships
LIFE SCIENCE RESEARCH FOUNDATION
LIFE SCIENCE RESEARCHBaltimoreMD21218521231801501(c)3$1,432,000Postdoctoral Fellowships
UC - SAN DIEGO
UC - SAN DIEGOLA JOLLACA92037956006144501(c)3$400,000Transition Package
THE SIMONS FOUNDATION INC
SIMONS FOUNDATIONNEW YORKNY10010133794889501(c)3$1,611,500Transition Package
JOHNS HOPKINS UNIV
JOHNS HOPKINS UNIVBALTIMOREMD21218520595110501(c)3$199,911Transition Package
UNIV OF COLORADO
UNIV OF COLORADOBOULDERCO80309846000555501(c)3$151,031Transition Package
UNIV OF PENNSYLVANIA
UNIV OF PENNSYLVANIAPHILADELPHIAPA19104231352685501(c)3$134,571Transition Package
WASHINGTON UNIV
WASHINGTON UNIVST LOUISMO63130430653611501(c)3$1,096,192Transition Package
FieldValueIRS element (for citing)
Total501c3 Org83Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
TRAVEL EXPS PAID BEHALF OF GRANTEES-DELTA1$13,076
JOHNS HOPKINS UNIV1$11,282
EXROP PROGRAM106$556,530
GILLIAM FELLOWSHIPS38$465,000
SCIENCE EDUCATION FELLOWSHIPS1$21,930
INTERNATIONAL PREDOCTORAL FELLOWSHIPS105$4,744,500
Medical Research Fellows102$2,711,206
FieldValueIRS element (for citing)
Grants Other Asst To Indiv In USGrantsOtherAsstToIndivInUSGrp

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE 1, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationHHMI awards institutional grants in support of precollege, undergraduate, and graduate education in the U.S. 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; to doctoral students (the Gilliam Fellows), and to early career physician scientists. 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 institutions: 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
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
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 (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Robert Tjian PhD
President$1,276,175$0$0$23,622$25,500$25,824$1,351,121$0
Cheryl A Moore
Executive VP & COO$819,414$0$5,000$18,761$25,500$22,646$891,321$0
Sean B Carroll PhD
VP for Science Education$631,681$0$0$18,979$25,500$20,281$696,441$0
Heidi E Henning Esq
VP,General Counsel/Sec$485,122$0$0$18,631$25,500$21,564$550,817$0
Mohamoud Jibrell
VP for Information Technology$288,314$0$0$12,430$25,500$24,818$351,062$0
Nitin V Kotak
VP, CFO & Treasurer$376,911$0$5,000$19,132$25,500$21,171$447,714$0
Erin K O'Shea PhD
VP & Chief Sci Off$541,998$0$0$49,860$25,500$19,794$637,152$0
Gerald M Rubin PhD
VP&Exec Dir,Janelia Res Campus$682,218$0$0$22,011$25,500$90,323$820,052$0
Kathy Wyszynski
VP, Human Resources$251,508$0$5,000$18,068$25,500$9,011$309,087$0
Landis Zimmerman
VP & Chief Investment Officer$876,106$0$1,947,344$19,566$25,500$23,239$2,891,755$0
Lauren T Spiliotes Esq
Dep GenCounsel/Asst Sec$325,007$0$0$18,904$25,500$22,892$392,303$0
Susan S Plotnick
Assistant Treasurer & Director$229,845$0$3,000$874$21,860$22,529$278,108$0
Monique L Marcus
Assistant Controller$177,695$0$3,000$628$17,082$20,460$218,865$0
Richard A Pender
Man Dir - US Equities$477,516$0$820,113$19,574$25,500$21,112$1,363,815$0
Robert J Kolyer Jr
Man Dir - Diversified Assets$417,991$0$827,856$19,310$25,500$21,691$1,312,348$0
Mark A Barnard
Man Dir - Private Equities$369,500$0$636,182$19,445$25,500$22,375$1,073,002$0
Stephen M Kitsoulis
Man Dir - Fixed Income$371,636$0$523,717$1,515$25,500$21,486$943,854$0
Craig A Alexander Esq
VP,Gen Counsel&Sec thru 4/13$232,559$0$0$319,822$15,628$6,659$574,668$0
Thomas R Cech PhD
Investigator$576,231$0$0$25,315$25,500$22,829$649,875$0
Jack E Dixon PhD
VP/Chief Sci Off thru 6/13$449,766$0$0$16,251$25,500$14,313$505,830$0
Anil Madhok
Man Dir - Investments & COO$335,658$0$636,076$17,304$25,500$19,834$1,034,372$0
Matthew R Lee
Man Dir-Inv. Strtgy thru 8/13$221,660$0$599,313$15,209$19,737$13,150$869,069$0
Michael B Shaffer
Dir/Senior Trader thru 12/13$296,117$0$283,478$17,824$22,979$19,750$640,148$0
William R Bishai MD PhD
Lab Head$408,511$0$0$172,631$25,500$20,236$626,878$0
Eric R Kandel MD
Senior Investigator$543,649$0$0$26,484$25,500$28,061$623,694$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part 1 Line 1aFirst-class travel: Under HHMI policies, HHMI reimburses its Trustees, President, Vice Presidents, and certain advisory group members for the reasonable cost of airfare at one class above coach for domestic or international flights of three hours or more. If a particular aircraft does not have a business class section, one class above coach may be first class. In this case HHMI would reimburse the traveling Trustee or officer for the reasonable cost of first-class travel if the flight is three hours or more. As an alternative, HHMI may reimburse for the cost of coach airfare plus the cost of an upgrade to travel at one level above coach for a flight of three hours or more. Such travel reimbursements are excluded from taxable compensation in accordance with HHMI's accountable plan. During fiscal year 2014, four officers and five trustees flew first class. Housing for personal use: HHMI's President currently resides in an HHMI-owned apartment on the headquarters campus, for which he pays HHMI at a fair market rental rate. Because HHMI's President is also required to spend time at HHMI's Janelia campus, where he runs a research laboratory as well as attends meetings and participates in conferences, HHMI makes 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. Travel for companions: Under HHMI's moving expense reimbursement policy, if an employee is relocating at HHMI's request, HHMI may reimburse for up to two househunting trips by the relocating employee and members of his or her household. Under this policy, HHMI reimbursed an officer who was relocating at HHMI's request for househunting travel by a companion. The reimbursement was treated as additional taxable compensation. Tax gross-up payments: Under HHMI's moving expense reimbursement policy, if an employee is relocating at HHMI's request, HHMI will ordinarily provide a tax gross-up for the reimbursable moving expenses that must be treated as taxable to the employee. HHMI continued to follow this standard practice during the 2014 fiscal year; including with respect to payments made to one officer. Internationally-assigned employees may receive tax gross-ups in respect of certain tax compliance and personal expenses incurred because of, and during, their overseas assignment. One highly compensated employee received payments pursuant to this standard practice during the 2014 fiscal year, all of which were treated as taxable compensation.
Part I Line 4aFormer VP, General Counsel & Secretary - $319,431
Part I Line 7HHMI 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.
Part 1, Line 8When 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 REfalsefalsefalse
Loudoun Cty IDA
B521310230545910AP62009-10-02$23,000,000FINANCE CONTRUCTION OF JANELIA APAfalsefalsefalse
MEDCO
C521376562574205FY12008-02-15$83,500,000FINANCE CONSTRUCTION OF HQ EXPANSIfalsefalsefalse
Medco
D521376562574205FZ82008-05-15$76,500,000REFUNDING OF ISSUE TO FINANCE HQ Cfalsefalsefalse

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$43,205$22,073,823$0$02011falsefalseYes (true)Yes (true)
C$0$0$84,953,297$0$5,954,687$0$631,673$0$0$78,366,937$0$02010falsefalseYes (true)Yes (true)
D$0$0$76,500,000$0$0$0$0$0$0$0$76,500,000$01993Yes (true)falseYes (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 OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalsefalse
BfalsefalseYes (true)Yes (true)falseYes (true)0falsefalsefalsefalse
CfalsefalseYes (true)Yes (true)falseYes (true)0falsefalsefalsefalse
D0

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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
WELLS FARGO
AYes (true)Yes (true)Yes (true)20.falsefalsefalse0falseYes (true)
JP MORGAN CHASE
BfalseYes (true)Yes (true)30.falsefalsefalse0falseYes (true)Yes (true)false
JP MORGAN
CfalseYes (true)Yes (true)30.falsefalsefalse0falseYes (true)falsefalseYes (true)
GOLDMAN SACHS
DYes (true)Yes (true)Yes (true)30.falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse
Dfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part VIFormAndLineReferenceDesc
ExplanationPART I The bond issued February 27, 2003 and described in A also includes CUSIPS 545910AM3, 545910AG6, 545910AH4,545910AJ0, and 545910AK7. PART II, Line 3 The bonds issued on 2/27/2003, 10/2/2009 and 2/15/2008 included interest income that made up the difference between the amount of the bond issue and the total proceeds. PART IV For the bond issued on 2/27/2003 $375 million notional amount of the $500 million notional amount of swaps pertaining to this bond were integrated. The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years)and JP Morgan (30 years). PART IV, line 2c for the bond issued on 2/23/2008, February 2013. PART IV, Line 4a Yes, In part for the bonds issued on 2/27/2003, 10/2/2009, 2/15/2008 and 5/15/2008.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1LOUDOUN COUNTY IDABusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN521310230BondIssuerEIN
CUSIP545910AQ4CUSIPNum
Bond Issued2013-05-15BondIssuedDt
Issue Price$33,130,000IssuePriceAmt
PurposeFINANCE CONTRUCTION OF JANELIA APAPurposeDesc
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$33,967,154TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$429,482CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$501,868IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$20,974,117CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$12,061,687UnspentAmt
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
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Core Form, Part V, Line 4bAuthority over Financial Account in a Foreign Country HHMI has signature authority over investment accounts in the following foreign countries through their custodian, Bank of New York Mellon: ARGENTINA AUSTRALIA AUSTRIA BELGIUM BERMUDA BRAZIL CANADA CHILE CHINA COLOMBIA CYPRUS CZECH REPUBLIC DENMARK EGYPT ESTONIA FINLAND FRANCE GERMANY GREECE HONG KONG HUNGARY INDIA INDONESIA IRELAND ISRAEL ITALY JAPAN JORDAN KENYA LUXEMBOURG MALAYSIA MAURITIUS MEXICO MOROCCO NETHERLANDS NEW ZEALAND NIGERIA NORWAY PERU PHILIPPINES POLAND PORTUGAL ROMANIA RUSSIA SINGAPORE SLOVENIA SOUTH AFRICA SOUTH KOREA SPAIN SRI LANKA SWEDEN SWITZERLAND TAIWAN THAILAND TURKEY UKRAINE UNITED ARAB EMIRATES UNITED KINGDOM URUGUAY VENEZUELA ZIMBABWE. HHMI also has direct signature authority in Mauritius.
Core Form, Part VI, Section B, Line 11ADescription of 990 Review Process The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance Department, in coordination with other HHMI departments as needed. The draft return is reviewed by senior management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed.
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 policy covering HHMI's officers and key employees requires 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.
Core Form, Part VI, Section B, Lines 15a-bProcess for determining compensation The compensation for HHMI's President, other officers, and key employees is set using the following procedures. Every other year, the Audit and Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Committee relies on the market data and opinion provided by the compensation consultant in making recommendations to the Board of Trustees regarding compensation for HHMI's President, other officers and key employees. The decision is made by independent Trustees. Any Trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation, and leave the meeting room during the debate and voting on it. In the alternate years when a study is not done, the Audit and Compensation Committee confirms with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with generally prevailing compensation increases in the market over the past year. The Committee relies on this advice in recommending compensation for HHMI's President, other officers and key employees, and the Board of Trustees relies on this advice in making compensation decisions. Recusal procedures are the same in 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 2013 in determining compensation for the following positions: President; Vice Presidents; and Managing Directors - Investments.
Core Form, Part VI, Section C, Line 19Governing documents etc available to the public HHMI's practice has been to make a copy of its charter and by-laws available on request. HHMI's code of conduct, which addresses conflicts of interest, is available to the public on the HHMI web site. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the web site. In addition, HHMI publishes "Year in Review" that provides a summary of each year's activity, expenditures, and financial performance; this publication is distributed in print and is posted on the HHMI web site.
Part III, Program Service, line 4a - Medical ResearchStatement 1 4A: Medical Research (A) The HHMI Investigator Program (B) Janelia Farm Research Campus (C) Highlights from HHMI Research Laboratories (Fiscal Year 2014) (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 310 HHMI researchers, among them 17 Nobel laureates and 169 members of the National Academy of Sciences. In the last decade, 10 HHMI investigators have won Nobel Prizes. HHMI investigators direct Institute research laboratories on the campuses of 70 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 2014, HHMI announced a national open competition to appoint up to 25 new biomedical researchers as HHMI investigators in 2015. The initiative represents an investment of approximately $150 million in basic biomedical research over the next five years. The HHMI investigator competition is open to basic researchers and physician scientists at more than 200 eligible institutions who study significant biological problems in all of the biomedical disciplines, including plant biology, as well as in adjacent fields such as evolutionary biology, biophysics, chemical biology, biomedical engineering, and computational biology. Those selected in this competition will receive a five-year appointment to HHMI, which is renewable pending favorable scientific review. Once selected, HHMI investigators continue to be based at their home institutions, typically leading a research group of 10-25 students, postdoctoral associates and technicians, but they become Institute employees and are supported by HHMI field staff. With freedom and flexibility come high expectations for intellectual output. HHMI demands creativity and innovation. Investigators are expected to work at the frontiers of their chosen field, to ask fundamental questions, and to take risks. HHMI prizes impact over publication volume in its merit-based renewal of investigator appointments and recognizes that some areas of research will proceed more slowly than others. The renewal of an investigator's five-year appointment is dependent on a rigorous peer-review process that centers on an evaluation of the originality and creativity of the investigator's work relative to others in the field, as well as the investigator's plan for future research. Those investigators whose appointments are not renewed remain HHMI employees for multi-year phase-out periods to facilitate their ability to obtain other funding for their research. Highlights of research conducted, and awards received, by HHMI scientists during its year ended August 31, 2014 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 54 laboratory heads at Janelia, in addition to supporting graduate students and other scientific trainees, visiting scientists, and a vibrant scientific conference program. During this fiscal year, HHMI and the Gordon and Betty Moore Foundation (GBMF) announced the establishment of an Advanced Imaging Center at the Janelia Research Campus that will make leading-edge imaging technologies more widely available to academic scientists before the instruments are available commercially. With total startup funds of $4.9 million over the first two years, the new center aims to make an immediate impact by providing broader access to potentially transformative imaging technology developed at Janelia. Also this year, HHMI, the Allen Institute for Brain Science, the Gatsby Charitable Foundation, the Wellcome Trust, and UCL (University College London) announced a $5.5 million (4.2 million Euro) collaboration to develop and manufacture a state-of-the-art device for detecting neural activity in animal brains. The research will be conducted in conjunction with imec, a world-leading nanoelectronics research center in Leuven, Belgium. The proposed device builds on technology currently used to detect extracellular electrical activity in the brains of living animals, but incorporates recording electrodes at a much higher density. This allows researchers to collect more data and better interpret their results. Over the 38-month project, the group will develop and test the technology, then identify a version that can be manufactured and made available for use by the research community. (C) Highlights from HHMI Research Laboratories (Fiscal Year 2014) 1) Changing the Emotional Association of Memories Susumu Tonegawa, Massachusetts Institute of Technology http://www.hhmi.org/news/changing-emotional-association-memories By manipulating neural circuits in the brain of mice, scientists have altered the emotional associations of specific memories. The research reveals that the connections between the part of the brain that stores contextual information about an experience and the part of the brain that stores the emotional memory of that experience are malleable. Altering those connections can transform a negative memory into a positive one. 2) How the Brain Makes Sense of Spaces, Large and Small Albert Lee, Janelia Research Campus http://www.hhmi.org/news/how-brain-makes-sense-spaces-large-and-small When an animal encounters a new environment, the neurons in its brain that are responsible for mapping out the space are ready for anything. Scientists at HHMI's Janelia Research Campus examined neuronal activity in rats as they explored an unusually large maze for the first time. The researchers found that neurons in the brain's hippocampus, where information about people, places, and events is stored, each contribute to an animal's mental map at their own rate. Some neurons begin to associate themselves with the new space immediately, while others hold back, contributing only if the space expands beyond a size that can be represented by the first-line neurons. 3) Gene Technique Identifies Hidden Causes of Brain Malformation Christopher A. Walsh, Boston Children's Hospital http://www.hhmi.org/news/gene-technique-identifies-hidden-causes-brain-mal formation HHMI scientists have developed a strategy for finding disease-causing mutations that lurk in only a small fraction of the body's cells. Such mutations can cause significant problems, but cannot be detected with traditional methods of genetic testing, as well as newer, more costly genome sequencing technologies. The scientists used the technique to find disease-causing mutations in patients with brain malformations whose genetic causes were unknown despite previous testing.
Part III, Program Service, line 4a - Medical Research(C) Highlights from HHMI Research Laboratories (Fiscal Year 2014) continued 4) New Tools Help Neuroscientists Analyze Big Data Jeremy Freeman, Janelia Research Campus Misha Ahrens, Janelia Research Campus http://www.hhmi.org/news/new-tools-help-neuroscientists-analyze-big-data Big data can mean big headaches for scientists. A new library of open source software tools from Janelia speeds analysis of data sets so large and complex they would take days or weeks to analyze on a single workstation-if a single workstation could do it at all. 5) Reconstructing an Animal's Development Cell by Cell Philipp Keller, Janelia Research Campus Kristin Branson, Janelia Research Campus http://www.hhmi.org/news/reconstructing-animals-development-cell-by-cell Advances in imaging technology are transforming how scientists see the cellular universe, showing the form and movement of once grainy and blurred structures in stunning detail. But extracting the torrent of information contained in those images often surpasses the limits of existing computational and data analysis techniques, leaving scientists less than satisfied. Researchers at HHMI's Janelia Research Campus have developed a way around that problem by creating a new computational method to rapidly track the three-dimensional movements of cells in such data-rich images. 6) Single DNA Tweak Leads to Blond Hair David Kingsley, Stanford University http://www.hhmi.org/news/single-dna-tweak-leads-blond-hair A single-letter change in the genetic code is enough to generate blond hair in humans, in dramatic contrast to our dark-haired ancestors. An analysis by HHMI scientists has pinpointed that change, which is common in the genomes of Northern Europeans, and shown how it fine-tunes the regulation of an essential gene. 7) Researchers Build New Off Switch to Shut Down Neural Activity Karl Deisseroth, Stanford University http://www.hhmi.org/news/researchers-build-new-switch-shut-down-neural-act ivity In the field of optogenetics, light-activated ion channels, such as channelrhodopsins, have become powerful tools for using light to turn on neural activity. Scientists have not had an equally precise and efficient way to inhibit neurons using light. HHMI researchers have developed an ion channel, based on the structure of channelrhodopsin, which can be used to inhibit neurons in which the channel is genetically expressed. 8) New Technique Takes Cues from Astronomy and Ophthalmology to Sharpen Microscope Images Eric Betzig, Janelia Research Campus http://www.hhmi.org/news/new-technique-takes-cues-astronomy-and-ophthalmol ogy-sharpen-microscope-images Biological samples bend light in unpredictable ways, returning difficult-to-interpret information to the microscope. Using a form of adaptive optics, Janelia scientists developed a microscopy technique that can rapidly correct for these distortions and sharpen high-resolution images over large volumes of tissue. 9) Humans Can Distinguish at Least One Trillion Different Odors Leslie Vosshall, The Rockefeller University http://www.hhmi.org/news/humans-can-distinguish-least-one-trillion-differe nt-odors How many different scents can humans detect? It's generally been accepted that humans can discriminate between 10,000 different odors-although that number was first proposed decades ago and not backed by data. HHMI scientists directly tested the olfactory capacity of human volunteers and showed that humans are equipped to tell the difference between at least one trillion different odors. 10) A Crisper View of DNA-Snipping Enzyme Jennifer A. Doudna, University of California, Berkeley Eva Nogales, University of California, Berkeley http://www.hhmi.org/news/crisper-view-dna-snipping-enzyme HHMI scientists have created a portrait of a DNA-snipping protein called Cas9 that reveals how the enzyme reshapes itself when it associates with an RNA molecule, creating a channel that lets it find and cleave its DNA target. The protein-RNA complex is a key component of a primitive bacterial immune system called CRISPR, and is also being used by researchers to cut specific DNA sequences in the laboratory for genome editing applications. 11) Undruggable Mutation Meets Its Match Kevan Shokat, University of California, San Francisco http://www.hhmi.org/news/undruggable-mutation-meets-its-match For more than 30 years, researchers have tried to develop a drug to inhibit K-Ras, the most commonly mutated oncogene in human cancers. HHMI researchers have recently identified a "pocket," or binding site, and designed a chemical compound that fits inside this pocket and inhibits the normal activity of mutant K-Ras. The research may lead to new drug designs that inhibit this common cancer mutation. 12) A Constellation in the Chaos of Cancer Chromosomes Stephen J. Elledge, Brigham and Women's Hospital http://www.hhmi.org/news/constellation-chaos-cancer-chromosomes New evidence suggests that aneuploidy patterns of chromosome deletion or amplification that are recurrent among tumors actually represent a driving force during tumor evolution and are very frequent in cancer. 13) Reservoir of Hidden HIV Larger than Previously Thought Robert Siliciano, The Johns Hopkins University http://www.hhmi.org/news/reservoir-hidden-hiv-larger-previously-thought HHMI researchers have discovered that the pool of inactive HIV viruses that lingers silently in a patient's body is larger than expected. The viruses continue to be a threat because they retain the ability to become active even after treatment with the best HIV drugs. 14) Getting Under the Skin of Scleroderma Harry C. Dietz, The Johns Hopkins University http://www.hhmi.org/news/getting-under-skin-scleroderma Scientists and clinicians have long puzzled over systemic sclerosis, the most common-and severe-form of the skin disease scleroderma. With no warning, a healthy 30- or 40-year-old person begins developing thick patches of skin on their body, and then more serious symptoms: trouble breathing or swallowing, digestive issues, and joint pain. Their skin and internal organs also gradually harden and there's no effective treatment. Those with the most severe forms of the disease can die from complications if their lung tissue hardens. HHMI researchers have now developed a mouse model of scleroderma. Their studies of the affected animals have uncovered some of the molecular pathways that go awry to cause the hardening, or fibrosis, associated with the disease. 15) RNAi Protects Mice from Deadly Heart Condition Christine E. Seidman, Brigham and Women's Hospital http://www.hhmi.org/news/rnai-protects-mice-deadly-heart-condition When a young athlete dies suddenly on a sports field, the cause is more often than not hypertrophic cardiomyopathy, a genetic disease that leads to malformation of the heart muscle. HHMI researchers have designed an inhibitor that can reduce the expression of the mutated gene that causes the condition. When mice prone to hypertrophic cardiomyopathy received the inhibitor, they were protected from disease-and the associated cardiac electrical abnormalities -for months.
Part III, Program Service, line 4a - Medical Research(D) Honors and Awards Received by HHMI Scientists (Fiscal Year 2014) 1) Schekman, Sdhof Awarded Nobel Prize in Physiology or Medicine The Nobel Assembly at the Karolinska Institute selected Randy W. Schekman, an HHMI investigator at the University of California, Berkeley, Thomas C. Sdhof, an HHMI investigator at Stanford University, and James E. Rothman of Yale University as recipients of the 2013 Nobel Prize in Physiology or Medicine for their discoveries of machinery regulating vesicle traffic, a major transport system in our cells. The Nobel Assembly said the three scientists were being honored for solving the mystery of how the cell organizes its transport system. 2) Sdhof Shares Lasker Award The Albert and Mary Lasker Foundation selected HHMI investigator Thomas C. Sdhof of Stanford University and Richard H. Scheller of Genentech as recipients of the 2013 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. Sdhof and Scheller were honored for discoveries concerning the molecular machinery and regulatory mechanism that underlie the rapid release of neurotransmitters. 3) HHMI Scientists Elected to The Royal Society HHMI investigators, Richard Axel, Stephen C. Harrison, and Joan A. Steitz, and HHMI senior international research scholar, Philippe J. Sansonetti, 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. 4) Breakthrough Prize Awarded to Richard Lifton The Breakthrough Prize in Life Sciences Foundation announced that HHMI investigator Richard P. Lifton of Yale University is among the six scientists awarded the Life Sciences Prize for excellence in research aimed at curing intractable diseases and extending human life. The Breakthrough Prizes recognize pioneering work in physics and genetics, cosmology, and neurology and mathematics. Each prize carries an award of $3 million. Lifton, who has been an HHMI investigator since 1994, uses genetic approaches to identify the genes and pathways that contribute to common human diseases, including cardiovascular, renal, and bone disease. He was honored by the foundation for the discovery of genes and biochemical mechanisms that cause hypertension. 5) Peter Walter Awarded Shaw Prize The Shaw Prize Foundation in Hong Kong announced that Peter Walter, an HHMI investigator at the University of California, San Francisco, has been awarded the Shaw Prize in Life Science & Medicine. Walter shared the $1 million award with Kazutoshi Mori of Kyoto University. The two were honored for their discovery of the unfolded protein response of the endoplasmic reticulum, a cell signaling pathway that controls organelle homeostasis and quality of protein export in eukaryotic cells. The Shaw Prize consists of three annual awards in astronomy, life science & 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. 6) HHMI Scientists Elected to National Academy of Sciences Eight HHMI investigators and one HHMI professor were elected to the National Academy of Sciences. 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 Zhijian "James" Chen, University of Texas Southwestern Medical Center; James J. Collins, Boston University; Jason G. Cyster, University of California, San Francisco; Robert B. Darnell, The Rockefeller University; Michael R. Green, University of Massachusetts; Vamsi K. Mootha, Massachusetts General Hospital; Brenda Schulman, St. Jude Children's Research Hospital; and HHMI Professor Alanna Schepartz, Yale University. 7) Ten HHMI Investigators Elected to American Academy of Arts and Sciences Ten HHMI investigators were among 204 new fellows and 16 foreign honorary members elected to the American Academy of Arts and Sciences. Membership in the American Academy honors individuals who have made prominent contributions to society and to their disciplines, which include mathematics, physics, biological sciences, social sciences, humanities and the arts, public affairs and business. The Academy's broad-based membership gives it a unique capacity to conduct a wide range of interdisciplinary studies and public policy research. The new HHMI members are Arul M. Chinnaiyan, University of Michigan; Chris Q. Doe, University of Oregon; Nikola P. Pavletich, Memorial Sloan-Kettering Cancer Center; Stephen R. Quake, Stanford University; Bernardo L. Sabatini, Harvard Medical School; Charles L. Sawyers, Memorial Sloan-Kettering Cancer Center; David G. Schatz, Yale School of Medicine; M. Celeste Simon, University of Pennsylvania School of Medicine; Wilfred A. van der Donk, University of Illinois Urbana-Champaign; Rachel I. Wilson, Harvard Medical School.
Part III, Program Service, line 4b - Science Education ProgramsStatement 2 4b: Science Education Programs (A) Graduate Science Education and Medical Research Training (B) Precollege and Undergraduate Science Education Program (C) Educational Resources (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 sciences. HHMI is the largest private funder of science education in the United States. During the fiscal year, the Institute distributed $49 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 physician scientist 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 This program focuses on the development of innovative graduate education programs through grants to institutions and fellowships to students. It supports 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, and awards research grants to physician-scientists at the outset of their careers as independent scientists. This fiscal year, HHMI selected seventy 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. This year, HHMI received 191 fellowship applications from students representing 68 institutions. A record 10 fellows will be funded by HHMI Medical Fellows Program partner organizations this year: Citizens United for Research in Epilepsy (CURE), the Foundation Fighting Blindness (FFB), the Burroughs Wellcome Fund (BWF), the Society of Interventional Radiology Foundation (SIRF), K-RITH, and three new partners-the Parkinson's Disease Foundation (PDF), the Orthopaedic Research and Education Foundation (OREF), and the American Gastroenterological Association Institute (AGA). The program has funded more than 1,500 students since its start in 1989. HHMI selected 46 International Predoctoral Fellows in FY2014. Each fellow is an international student pursuing a PhD at a U.S. institution, and is provided up to three years of stipend and research-related support totaling $43,000 per year. The 46 new Fellows come from 24 countries and are studying at 21 different research universities. This year, 322 applications were received. HHMI announced an expansion of the Gilliam Fellowships for Advanced Study, a highly successful program for graduate students who are pursuing a PhD in the life sciences and who are committed to increasing diversity among scientists. The expansion will award up to 30 Gilliam fellowships annually to students from groups traditionally underrepresented in the sciences. Each fellow will receive an annual award totaling $43,000, which includes a stipend, a training allowance, and an allowance for each fellow's institution, for up to three years. Previously, HHMI selected between five and nine Gilliam fellows per year. A total of 62 students were awarded Gilliam fellowships during the program's first ten years. (B) Precollege and Undergraduate Science Education Program Through this program, HHMI seeks to 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. Through the HHMI Professors Program, HHMI provides support to distinguished scientists with a commitment to teaching. In the 2014 fiscal year: HHMI selected 37 research universities to receive $60 million in grants to improve how science is taught. The initiative enables the schools to focus on significant and sustained improvement in retaining students in the science, technology, engineering and mathematics (STEM) disciplines. Each school receives a five-year grant that ranges between $1.2-$2.4 million. The finalists were selected after three rounds of peer review from among 170 applications submitted. HHMI began a partnership with the University of Maryland, Baltimore County (UMBC), the Pennsylvania State University (Penn State), 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. HHMI selected 15 new HHMI professors, accomplished research scientists who are making science more engaging for undergraduates. HHMI will make a $1 million grant over five years to each HHMI professor's university to create activities that integrate their research with student learning in ways that enhance undergraduate students' understanding of science. By providing HHMI professors with the funds and support to implement their ideas, HHMI hopes to empower these individuals to create new models for teaching science at research universities. The newly selected group-who represent 13 universities across the country-will join the community of HHMI professors who are working together to change undergraduate science education in the United States. A total of 78 college students were selected to participate in HHMI's Exceptional Research Opportunities Program (EXROP). In addition, 27 students from the 2013 EXROP program were funded to return to their 2013 labs for a second summer research experience. The EXROP program provides summer research experiences in the labs of HHMI investigators, professors, and at the Janelia Research Campus. Now in its 12th year, the EXROP program is designed to encourage the students to pursue careers in science.
Part III, Program Service, line 4b - Science Education Programs(C) Educational Resources (continued) The Educational Resources Program produces science education resources including interactive multimedia materials, scientific animations, videos, in-class activities, the annual Holiday Lectures on Science, as well as broadcast-quality short films. The products are then made available to educators via DVD, the BioInteractive.org website, and by working collaboratively with teachers at workshops and conventions. The 2013 Holiday Lectures on Science featured HHMI investigators, Charles L. Sawyers of Memorial Sloan-Kettering Cancer Center and Christopher A. Walsh of Boston Children's Hospital, who discussed, "Medicine in the Genomic Era." Sawyers and Walsh delivered their lectures live to an audience of nearly 200 high school students from the Washington, DC area. They discussed the breathtaking pace of discoveries into the genetic causes of various types of cancers and diseases of the nervous system, and discussed the impact of those discoveries on our understanding of normal human development and disease. Their lectures were later made available to a national and international audience through the distribution of free DVDs and the development of accompanying teaching materials. Each year, more than 100,000 copies of the DVDs are distributed; the supporting website receives more than two million visits annually. At the National Association of Biology Teachers (NABT) annual meeting, HHMI premiered three short films from The Origin of Species series. The first film, "The Making of a Theory," sets the stage by recounting the epic voyages of Charles Darwin and Alfred Wallace and how they independently conceived of the mechanism of natural selection to explain species diversity. The second film, "The Beak of the Finch," takes viewers on a journey to discover the processes by which new species form. The last film in the series, "Lizards in an Evolutionary Tree," continues to explore the processes responsible for speciation by taking viewers to the islands of the Caribbean where the Anole lizards live. At the NABT meeting, HHMI also debuted the first film in a new series called Great Discoveries in Science. The film, "The Double Helix," brings to the classroom the story of how the double-helical structure of the DNA molecule was first determined by James Watson and Francis Crick working at the Cavendish Laboratory. The film recounts the challenges, false starts, and eventual success, that lead to the seminal 1953 Nature paper. At the annual meeting of the National Science Teachers Association, HHMI premiered a new film in The Great Transitions series. "The Origin of Tetrapods" film focuses on the fish-to-tetrapod transition and the dramatic discovery of Tiktaalik by University of Chicago biologist Neil Shubin. The short science films are all available on the Biointeractive website, www.hhmi.org/biointeractive. (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. This year, the following Tangled Bank Studios' productions were completed for broadcast on PBS: Your Inner Fish, a scientific adventure story based on the best-selling book by paleontologist and anatomist Neil Shubin, Ph.D., of the University of Chicago. It takes us from South Africa to the Arctic Circle to uncover the 3.5-billion-year history of the human body-and how our ancient ancestors have shaped our anatomy. This three-part series, produced in collaboration with U.K. production company Windfall Films, aired on PBS in April 2014. It was accompanied by a program website (pbs.org/inner fish) that included written materials, short videos, and interactive features. Vaccines - Calling the Shots encourages parents to ask questions and use the best available evidence to make decisions about how to protect their children from vaccine-preventable diseases. This documentary travels the globe to provide the latest evidence and answers. Featuring scientists, pediatricians, psychologists, anthropologists, and parents wrestling with vaccine-related questions, the hour-long film explores the history and science behind vaccinations, tracks outbreaks, and sheds light on the risks of opting out. The film, produced for NOVA by Tangled Bank Studios in association with Genepool Productions, premiered in September 2014. It was accompanied by a program website that featured detailed essays, graphics and short videos. (E) eLife - Open Access Journal HHMI, together with the Wellcome Trust and the Max Planck Society, 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.
PART III, Program Service, Line 4c - Support for International ScienceStatement 3 4C: Support for International Science (A) Senior International Research Scholars Program (B) International Early Career Scientist Program (C) The KwaZulu-Natal Research Institute for Tuberculosis and HIV (K-RITH) (A) 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. (B) International Early Career Scientist Program HHMI also continues to support 28 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 28 HHMI International Early Career Scientists conduct research at 22 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. (C) The KwaZulu-Natal Research Institute for Tuberculosis and HIV (K-RITH) HHMI, in partnership with the University of KwaZulu-Natal (UKZN) in South Africa, has established an international research center focused on making major scientific contributions to the worldwide effort to control the devastating co-epidemic of tuberculosis (TB) and HIV. The KwaZulu-Natal Research Institute for Tuberculosis and HIV (K-RITH) is an independent non-profit association incorporated under South African law. It is placing a major emphasis on establishing a world-class research program focused on the scientific discoveries about the infecting organisms and helping to train a new generation of scientists in Africa. HHMI has committed over $70 million to K-RITH over 10 years, including support provided during its fiscal year ended August 31, 2014. UKZN is making substantial financial and in-kind commitments to K-RITH as well. The need for more research on TB and HIV is substantial. South Africa has more residents infected with HIV than any other nation in the world. In addition, it has one of the highest per capita rates of TB in the world. K-RITH formally opened its new research building in October 2012 on the campus of the Nelson R. Mandela School of Medicine in Durban. The new facility includes high-level biosafety (BSL-3) laboratories equipped for HIV and TB research. K-RITH aims to be fully established and integrated into the overall South African and global research enterprise by 2018.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (52 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCdEINEIN
HHMI Cayman I Company
Walker Walkers House Mary StreetGeorge TownGrand CaymanCJInvestmentCJ$447,595$800HHMI
HHMI II LLC
Investment$64,296,103$751,711,808HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI IV LLC
Investment$714$47,890HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI V LLC
Investment$261,465$12,018HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XII LLC
Investment-$23$26,788HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XVI LLC
Investment$14,930,447$445,643,398HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Mauritius I Ltd
InvestmentMP$50,153,919$107,234,872HHMI4000 Jones Bridge RoadChevy ChaseMD20815
Sprugos Investments II LLC
Investment-$2,096,540$10,275,342HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments V LLC
Investment$30,205,220$195,597,995HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments VII LLC
Investment$34,127,846$238,625,770HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments VIII LLC
Investment$39,350,282$252,523,496HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments X LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments XI LLC
Investment$22,088,020$163,554,706HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments XII LLC
Investment$142,558$770,587HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments XIII LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Ahead LLC
Investment$16,076$2,472,812HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Alexa LLC
Investment-$5,382$20,699HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-CS Capital LLC
Investment$1,623,725$15,768,115HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Eurocastle LLC
Investment-$327,777$3,411,089HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Favrille LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-KAP LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Royce LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Storeretro LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding-Xenoport LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI FI I LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Janelia Farm Holding LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815VA
Selden Island Holding LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815VA
HHMI I LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI III LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI VI LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI VII LLC
Investment$5,469,874$23,939,513HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI VIII LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI IX LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI X LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XI LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XIII LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XIV LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI XV LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments III LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investment IV LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investment VI LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos Investments IX LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Sprugos-French LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding II LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Private Equity Holding III LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Relative Value Strategies LLC
InvestmentHHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
PSG LLC
Investment$2,086$0HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
HHMI-SA LLC
Research$0$435,089HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Tangled Bank Studios LLC
Film Prod.HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE
Missing Link Productions LLC
Film Prod.HHMI4000 Jones Bridge RoadChevy ChaseMD20815DE471329820

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCd
Cerberus HH Partners LP
190 Elgin AvenueGeorge TownCJKY1-9005981102879InvestmentCJHHMIexcluded$759,459$36,285,602falsefalse0.97000
GEM HLT CO-INV Fund LP
263195475InvestmentHHMIexcluded$6,399,783$0falsefalse0.62000900 North Michigan Avenue Suite 14ChicagoIL60611IL
HHLF LP
462823996InvestmentHHMIexcluded$1,149,564$53,255,743falsefalse0.99000555 5th Avenue FL 18New YorkNY10017NY
Luminus Credit Opportunities PIE I LP
261963557InvestmentHHMIexcluded$0$76,867,494falsefalse0.990001700 Broadway 38th FloorNew YorkNY10019NY
Colony Distressed Credit & Special Situa
901003622InvestmentHHMIexcluded$27,710$22,690,853falsefalse0.990002450 Broadway 6th FLSanta MonicaCA90404CA
Solus Opportunities Fund 2 LP
463541945InvestmentHHMIexcluded$1,070,412$25,968,366falsefalse0.97000410 Park Avenue 11th FLNew YorkNY10022NY

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

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HHMI Real Estate Inc
4000 Jones Bridge RoadChevy ChaseMD20815203967202InvestmentDEHHMIC Corp$2,713,390$8,666,8181.00000Yes (true)
Pleasant Valley Investments LP
980586696InvestmentHHMIFor. LP/US Corp$15,751,204$39,655,5770.51000Yes (true)80 Raffles Place 35-41UOB Plaza 1SingaporeSN048624CJ
HH Ellington Fund LTD
999999999InvestmentHHMIFor. LP/US Corp$33,461,247$217,357,5451.00000Yes (true)Walker House 87 Mary StreetGeorgetownCJKY1-9005CJGr
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 (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
Cerberus HH Partners LP
b$35,763,285
Colony Distressed Credit & Special Situations
b$23,261,409
HH Ellington Fund LTD
b$50,000,015
HHLF LP
b$52,500,000
Solus Opportunities Fund 2 LP
b$25,000,000
GEM HLT Co-inv Fund LP
s$27,443,750
HH Ellington Fund LTD
s$50,000,000
Luminus Credit Opportunities PIE I LP
s$1,522,608