2024-02-21T16:39:53+00:00 2023-08-31 920460586 PWC US TAX LLP 655 New York Ave NW Ste 1100 Washington DC 20001 990 2022-09-01 590735717 Howard Hughes Medical Institute HOWA 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 LYNNE LOCHTE CFO & Treasurer 2024-02-21 true LYNNE LOCHTE 999009999 TRAVIS L PATTON P00369623 2024141000 2022 2023-04-26 12:10:37Z Erin O'Shea 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 39203609393 false X WWW.HHMI.ORG X 1953 DE THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION. 11 11 2419 0 56759368 0 2025577 2027136 3865374 4779831 2087454899 718984759 24131707 23231062 2117477557 749022788 30168536 105314043 0 398296704 434141500 0 0 557824715 607635036 986289955 1147090579 1131187602 -398067791 25877392654 25892499538 1837723670 1715409329 24039668984 24177090209 THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY. false false 766358205 0 3754693 MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (A) The HHMI Investigator Program The Howard Hughes Medical Institute's approach to biomedical research can be summarized in three words: people, not projects. By employing scientists as HHMI Investigators - rather than awarding research grants - the Institute provides long-term, flexible funding that enables its researchers to pursue their scientific interests wherever they lead. HHMI believes that scientists of exceptional talent and imagination will make fundamental discoveries of lasting scientific value and benefit to humanity if they are given the resources, time, and freedom to pursue challenging questions. HHMI Investigators receive a seven-year appointment, which is renewable pending favorable scientific review. The Institute nurtures the creativity and intellectual daring of scientists who are willing to set aside conventional wisdom or the easy question for a fundamental problem that may take many years to solve. Among the characteristics that distinguish this group of scientists are qualities such as creativity, a penchant for risk-taking, and a commitment to discovery, productivity, and perseverance. This unique research model is an imaginative and powerful alternative to funding biomedical research through grants. The HHMI Investigator Program employs more than 260 HHMI researchers, among them 16 Nobel laureates and more than 150 members of the National Academy of Sciences. HHMI Investigators direct Institute research laboratories on the campuses of about 60 universities and other research organizations throughout the United States. Since the early 1990s, Investigators have been selected through rigorous national competitions. The Institute solicits applications directly from scientists at medical schools and other research institutions in the United States, with the aim of identifying those who have the potential to make significant contributions to science. HHMI employs an open application process to ensure that it is selecting its researchers from a broad and deep pool of scientific talent. HHMI announced a national competition in October 2022 to appoint approximately 25 new Investigators. This effort will expand HHMI's community of Investigators who perform basic biological research at research institutions across the nation. In January 2023, the Institute launched the Emerging Pathogens Initiative with a $100 million commitment to support basic research targeted at preparedness for emerging pathogens that could threaten human health. Thirteen project teams involving 70 scientists from 29 institutions will collaborate on the research. This one-time competition invited proposals from HHMI Investigators for projects to be conducted independently or in collaboration with a diverse spectrum of scientists at US institutions and across the globe. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, innovates research practices and technologies to solve biology's deepest mysteries. At Janelia, integrated teams of lab scientists and tool-builders pursue a small number of scientific questions with potential for transformative impact. To drive science forward, methods, results, and tools are shared with the scientific community. In FY23, Janelia opened labs in the campus's newest research area, 4D Cellular Physiology (4DCP). 4DCP aims to examine how cells work and communicate across scales to build and maintain organs and organisms, an effort that leverages Janelia's strengths in developing cutting-edge molecular tools and imaging technologies as well as computational and theoretical methods. As a result of dedicated recruitment efforts, Janelia welcomed six new group leaders in 4DCP, one senior group leader in Molecular Tools and Imaging, and two group leaders in Mechanistic Cognitive Neuroscience. In the current fiscal year, there were 27 group leaders, 15 senior group leaders, and six Janelia scholars at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. Janelia also has a vibrant scientific conference program, which brings many scientists to its campus each year for educational meetings, as well as research opportunities in the Advanced Imaging Center and Collaboratorium for scientists to come onsite to collaborate with Janelia researchers. 161087616 105314043 1025138 SCIENCE EDUCATION, FELLOWSHIPS, AND MEDIA PROGRAMS (A) CENTER FOR THE ADVANCEMENT OF SCIENCE LEADERSHIP & CULTURE (B) BIOINTERACTIVE (C) TANGLED BANK STUDIOS (D) HANNA H. 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113009831 103023369 9986462 409797 71573 338224 LAB & OTHER SCIENTIFIC SUPPLIES 125589278 124366776 1222502 MINOR EQUIPMENT & RENOVATIONS 13382721 10926195 2456526 EQUIPMENT MAINTENANCE 22625524 17227811 5397713 INCOME TAX 46197 46197 32536505 19925813 12610692 0 1147090579 927445821 219644758 0 605170460 319799239 0 0 0 0 21448119 19032198 2163971568 1345033484 840669960 818938084 4804986772 4752736410 18893785554 19401330482 0 711331789 580663125 25877392654 25892499538 257691395 229599436 36751271 95975722 772890167 930742223 0 0 40376000 0 730014837 459091948 1837723670 1715409329 X 24039668984 24177090209 24039668984 24177090209 25877392654 25892499538 X -398067791 517993869 17495147 X false true X true false X ASU Affiliated Hospitals Tempe AZ Schedule A, Part I, Line 4 List of Hospital Affiliations List of Hospital Affiliations for E-Filing: Hospital, City, State, Zip Code - Baylor affil hosps, Houston, TX 77030/ Beth Israel Deaconess Med Ctr, Boston, MA 02215/ Boston Children's Hosp, Boston, MA 02115/ Brandeis affil hosps, Waltham, MA 02254/ Brigham & Women's Hospital, Boston, MA 02115/ CalTech affil hosps, Pasadena, CA 91125/ Carnegie affil hosp, Baltimore, MD 21218/ CSHL affil hosps, Cold Spring Harbor, NY 11724/ Columbia affil hosps, New York, NY 10027/ Cornell affil hosp, New York, NY 14853/ Dana-Farber Cancer Inst, Boston, MA 02115/ Duke affil hosps, Durham, NC 27706/ Fred Hutchinson affil hosp, Seattle, WA 98109/ Harvard affil hosps, Cambridge, MA 02138/ Icahn School of Med affil hosp, New York, NY 10029/ Indiana Univ affil hosp, Bloomington, IN 47405/ Johns Hopkins Hosp, Baltimore, MD 21205/ JHU affil hosps, Baltimore, MD 21218/ Mass Gen Hosp, Boston, MA 02129/ MIT affil hosps, Boston, MA 02139/ MSKCC affil hosps, New York, NY 10021/ NYU affil hosps, New York, NY 10016/ Northwestern Univ affil hosps, Evanston, IL 60208/ OHSU Hosp, Portland, OR 97239/ PSU affil hosps, State College, PA 16802/ Princeton affil hosps, Princeton, NJ 08544/ Rockefeller Hosp, New York, NY 10021/ St. Jude Children's Research Hosp, Memphis, TN 38105/ Salk Institute affil hosps, La Jolla, CA 92093/ Scripps Institute affil hosps, La Jolla, CA 92037/ Stanford affil hosps, Palo Alto, CA 94305/ UC Davis affil hosp, Davis, CA 95616/ UCLA Med Ctr affil hosps, Los Angeles, CA 90095/ UC San Diego affil hosps, San Diego, CA 92093/ UCSF affil hosps, San Francisco, CA 94143/ UC Berkeley affil hosps, Berkeley, CA 94720/ UC Santa Cruz affil hosps, Santa Cruz, CA 95064/ Univ of Chicago affil hosp, Chicago, IL 60637/ Univ of Colorado affil hosp, Boulder, CO 80309/ Univ of Colorado affil hosp, Denver, CO 80204/ Univ of Illinois affil hosp, Urbana, IL 61801/ Univ of Iowa affil hosps, Iowa City, IA 52242/ UMD Baltimore County affil hosp, Baltimore, MD 21201/ UMD College Park affil hosp, College Park, MD 20742/ UMass affil hosps, Worcester, MA 01605/ Univ of Miami affil hosps, Miami, FL 33136/ Univ of Michigan Hosps, Ann Arbor, MI 48109/ Univ of Minnesota affil hosps, Minneapolis, MN 55414/ UNC affil hosps, Chapel Hill, NC 27599/ Univ of Oregon affil hosp, Eugene, OR 97403/ UPenn affil hosps, Philadelphia, PA 19104/ UT Austin affil hosps, Austin, TX 78712/ UT Health Sci Ctr San Antonio, San Antonio, TX 78229/ UTSW Med Ctr affil hosp, Dallas, TX 75390/ Univ of Utah affil hosps, Salt Lake City, UT 84112/ UVA Med Ctr, Charlottesville, VA 22903/ Univ of Wash Affil Hosps, Seattle, WA 98195/ Univ of Wisconsin affil hosps, Madison, WI 53706/ Whitehead affil hosps, Cambridge, MA 02138/ Yale affil hosp, New Haven, CT 06520 Schedule A, Part I, Line 4 MRO Qualification The Institute is a Medical Research Organization for its taxable year ending August 31, 2023, as its cash basis expenditures of $3,244,616,785 for the four year period ending August 31, 2022 exceeded the four year MRO requirement of $3,199,525,678 (3.5% of the Institute's endowment). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 500000 true 128333 false true 9250 637583 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1f (GRANTS TO OTHER ORGS.) GRANT PAID TO AN ORGANIZATION IN SUPPORT OF STRENGTHENING U.S. FEDERAL SCIENCE AND TECHNOLOGY INVESTMENTS. SCHEDULE C, PART II-B, LINE 1g (DIRECT CONTACT) AMOUNTS PAID TO LOBBYING FIRM FOR DIRECT CONTACT WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFFS ON PENDING LEGISLATIVE MATTERS. SCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. 807737 96884682 97692419 10248413 866991970 463124454 414115929 0 344249503 335758060 8491443 0 786414226 546150970 240263256 921448 57453589 0 58375037 818938084 PRIVATE EQUITY 7010668092 REAL ASSETS 1955675733 PUBLIC EQUITY 6057073207 INDEPENDENT RETURN 4377913450 19401330482 INVESTMENTS PAYABLES 35946433 INVESTMENTS AND DERIVATIVE LIABILITIES 46757207 DEFERRED COMPENSATION LIAB 70160015 REPURCHASE OBLIGATIONS 150344400 LEASE OBLIGATIONS 154350545 OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL 1533348 459091948 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to the year ended August 31, 2019. true Central America and the Caribbean Investments 6995490599 East Asia and the Pacific Investments 143331334 Europe (Including Iceland and Greenland) Investments 2019795448 South America Investments 20212260 South Asia Investments 29443095 Sub-Saharan Africa Investments 15564766 North America (Canada & Mexico only) Investments 343963957 Middle East and North Africa Investments 1911582 Russia and Neighboring States Investments 66947 Central America and the Caribbean Investment Management Fees 7342683 Europe (Including Iceland and Greenland) Investment Management Fees 18375353 North America (Canada & Mexico only) Investment Management Fees 2627899 East Asia and the Pacific Grantmaking 259071 Europe (Including Iceland and Greenland) Grantmaking 308440 Sub-Saharan Africa Grantmaking 800000 Europe (Including Iceland and Greenland) Program Services Science Ed/Grantmaking 1450 Europe (Including Iceland and Greenland) Program Services Science Ed / e-Life 2000000 Europe (Including Iceland and Greenland) Program Services Science Ed / Educational Media 43999 North America (Canada & Mexico only) 25 Program Services Science Ed / Educational Media 41622 East Asia and the Pacific 3 Program Services Science Ed / Tangled Bank 389835 Europe (Including Iceland and Greenland) 22 Program Services Science Ed / Tangled Bank 3301976 South America 1 Program Services Science Ed / Tangled Bank 14000 Sub-Saharan Africa 3 Program Services Science Ed / Tangled Bank 375067 North America (Canada & Mexico only) 5 Program Services Science Ed / Tangled Bank 241106 Central America and the Caribbean Program Services Medical Research 1726 East Asia and the Pacific Program Services Medical Research 5127 Europe (Including Iceland and Greenland) Program Services Medical Research 49024 Middle East and North Africa Program Services Medical Research 6933 South America Program Services Medical Research 6534 South Asia Program Services Medical Research 7003 North America (Canada & Mexico only) Program Services Medical Research 2058 Europe (Including Iceland and Greenland) Program Services Science Ed/The Center 6505 South America Program Services Science Ed/The Center 1445 Europe (Including Iceland and Greenland) Management & General 34578 East Asia and the Pacific Management & General 6191 South America Management & General 1006 South Asia Management & General 2719 North America (Canada & Mexico only) Management & General 284 0 0 0 59 0 59 9599494884 6538738 9606033622 Europe (Including Iceland and Greenland) OPEN ACCESS 200000 WIRE Sub-Saharan Africa BIOEDUCATION 800000 WIRE Europe (Including Iceland and Greenland) OPEN ACCESS 108440 WIRE East Asia and the Pacific MEDICAL RESEARCH 259071 WIRE 4 0 true true true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH GRANTEE IS REQUIRED TO SUBMIT ANNUAL FINANCIAL AND PROGRESS REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SUB-SAHARAN AFRICA-Accrual true Cold Spring Harbor Lab Cold Sp Har Lab Cold Sp Harbor NY 11724 112013303 501(c)(3) 1500000 ADVANCED COURSES Marine Biological Lab Marine Biological Lab Woods Hole MA 02543 042014690 Massachusetts 1950000 ADVANCED COURSES The Jackson Lab The Jackson Lab Bar Harbor ME 04609 010211513 501(c)(3) 900000 ADVANCED COURSES Loyola Marymount Univ Loyola Marymount Los Angeles CA 90045 951643334 501(c)(3) 2500000 DRIVING CHANGE LEARN. COMM. Ohio State University Ohio State Univ Columbus OH 432101016 316025986 Ohio 2500000 DRIVING CHANGE LEARN. COMM. State Univ of New York- Albany State Univ of NY Albany Albany NY 12201 141368361 New York 2500000 DRIVING CHANGE LEARN. COMM. Univ of Montana Univ of Montana Missoula MT 59812 816001713 Montana 2500000 DRIVING CHANGE LEARN. COMM. Univ of MD Eastern Shore Univ of MD E Shore Princess Anne MD 21853 526002033 Maryland 2500000 DRIVING CHANGE LEARN. COMM. Univ of Virginia Univ of Virginia Charlottesville VA 22903 546001796 Virginia 2500000 DRIVING CHANGE LEARN. COMM. Broad Institute Broad Institute Cambridge MA 02142 263428781 501(c)(3) 1280000 H. GRAY SCHOLARS - FACULTY Stanford Univ Stanford Univ PO Box CA 941444253 941156365 501(c)(3) 1280000 H. GRAY SCHOLARS - FACULTY Stanford Univ Stanford Univ San Francisco CA 941444253 941156365 501(c)(3) 1280000 H. GRAY SCHOLARS - FACULTY The University Of Texas At Austin The University Of Texas At Austin Austin TX 78713 746000203 Texas 1280000 H. GRAY SCHOLARS - FACULTY University Of California San Francisco Univ Of California San Francisco San Francisco CA 94143 946036493 California 1280000 H. GRAY SCHOLARS - FACULTY University Of California San Francisco Univ Of California San Francisco San Francisco CA 94143 946036493 California 1280000 H. GRAY SCHOLARS - FACULTY University of California-San Francisco Univ of California-San Francisco San Francisco CA 941431379 946036493 California 1280000 H. GRAY SCHOLARS - FACULTY Yale University Yale University New Haven CT 06520 060646973 501(c)(3) 1280000 H. GRAY SCHOLARS - FACULTY Arizona State University Arizona State University Tempe AZ 852876011 860196696 Arizona 405183 H. GRAY SCHOLARS - GRANT Broad Institute of MIT and Harvard Broad Institute of MIT and Harvard Cambridge MA 02142 263428781 501(c)(3) 18860 H. GRAY SCHOLARS - GRANT Case Western Reserve Univ Case Western Reserve Univ Cleveland OH 44106 341018992 501(c)(3) 16158 H. GRAY SCHOLARS - GRANT Cleveland Clinic Foundation Cleveland Clinic Foundation Cleveland OH 44195 340714585 501(c)(3) 18860 H. GRAY SCHOLARS - GRANT Dartmouth College Dartmouth College Hanover NH 03755 020222111 501(c)(3) 405183 H. GRAY SCHOLARS - GRANT Duke University Duke University Durham NC 27705 560532129 501(c)(3) 405457 H. GRAY SCHOLARS - GRANT Emory University Emory University Atlanta GA 30322 580566256 501(c)(3) 405457 H. GRAY SCHOLARS - GRANT Fred Hutchinson Cancer Center Fred Hutchinson Cancer Center Seattle WA 981091024 237156071 501(c)(3) 405457 H. GRAY SCHOLARS - GRANT Harvard University Harvard University Cambridge MA 02138 042103580 501(c)(3) 372854 H. GRAY SCHOLARS - GRANT Johns Hopkins University Johns Hopkins University Baltimore MD 21211 520595110 501(c)(3) 810366 H. GRAY SCHOLARS - GRANT Massachusetts General Hospital Massachusetts General Hospital Boston MA 021142696 042697983 501(c)(3) 19442 H. GRAY SCHOLARS - GRANT Presidents and Fellows of Harvard College Pres and Fell of Harvard College Cambridge MA 02138 042103580 501(c)(3) 99385 H. GRAY SCHOLARS - GRANT Princeton University Princeton University Princeton NJ 08540 210634501 501(c)(3) 19442 H. GRAY SCHOLARS - GRANT Regents Of The University Of Colorado Regents Of The Univ Of Colorado Aurora CO 800452571 846000555 Colorado 5231 H. GRAY SCHOLARS - GRANT Regents Of The University Of Michigan Regents Of The Univ Of Michigan Ann Arbor MI 481091274 386006309 Michigan 19442 H. GRAY SCHOLARS - GRANT Regents University of California Los Angeles Regents Univ of California LA Los Angeles CA 900246505 956006143 California 405183 H. GRAY SCHOLARS - GRANT Scripps Research Institute Scripps Research Institute La Jolla CA 92037 330435954 501(c)(3) 15780 H. GRAY SCHOLARS - GRANT Stanford University Stanford University San Francisco CA 941444253 941156365 501(c)(3) 898256 H. GRAY SCHOLARS - GRANT Stowers Institute for Medical Research Stowers Inst for Medical Research Kansas City MO 64110 202993509 501(c)(3) 405457 H. GRAY SCHOLARS - GRANT The Rockefeller University The Rockefeller University New York NY 10065 131624158 501(c)(3) 816447 H. GRAY SCHOLARS - GRANT The Trustees Of Columbia University The Trustees Of Columbia University New York NY 10032 135598093 501(c)(3) 20378 H. GRAY SCHOLARS - GRANT University Of California - Berkeley University Of California - Berkeley Berkeley CA 94720 946002123 California 408004 H. GRAY SCHOLARS - GRANT University Of California San Francisco Univ Of California San Francisco San Francisco CA 94143 946036493 California 422209 H. GRAY SCHOLARS - GRANT University of Massachusetts Amherst University of Massachusetts Amherst Amherst MA 01035 043167352 Massachusetts 19442 H. GRAY SCHOLARS - GRANT University of Texas Southwestern Medical Center Univ of Texas Southwestern Med Ctr Dallas TX 753909020 756002868 Texas 813187 H. GRAY SCHOLARS - GRANT University Of Washington University Of Washington Seattle WA 981959472 916001537 Washington 1185266 H. GRAY SCHOLARS - GRANT Vanderbilt University School Of Medicine Vanderbilt Univ School Of Medicine Nashville TN 37232 620476822 501(c)(3) 18860 H. GRAY SCHOLARS - GRANT Washington University Washington University St Louis MO 631121408 430653611 501(c)(3) 16158 H. GRAY SCHOLARS - GRANT Whitehead Institute for Biomedical Research Whitehead Inst Biomedical Research Cambridge MA 021421479 061043412 501(c)(3) 408004 H. GRAY SCHOLARS - GRANT Yale University Yale University New Haven CT 06520 060646973 501(c)(3) 408004 H. GRAY SCHOLARS - GRANT California Institute Of Technology California Institute Of Technology Pasadena CA 91125 951643307 501(c)(3) 10000 HANNA GRAY SCHOLARS Columbia University The Trustees Of Columbia University in the City of New York Columbia Univiversity New York NY 10027 135598093 501(c)(3) 10000 HANNA GRAY SCHOLARS Johns Hopkins University Johns Hopkins University BALTIMORE MD 21218 520595110 501(c)(3) 10000 HANNA GRAY SCHOLARS New York University School Of Medicine New York Univ School Of Medicine New York NY 10016 135562308 501(c)(3) 10000 HANNA GRAY SCHOLARS President & Fellows Of Harvard Coll President Fellows Of Harvard Coll Cambridge MA 02138 042103580 501(c)(3) 10000 HANNA GRAY SCHOLARS President & Fellows Of Harvard Coll President Fellows Of Harvard Coll Cambridge MA 02138 042103580 501(c)(3) 10000 HANNA GRAY SCHOLARS President & Fellows of Harvard College Pres Fellows of Harvard College Cambridge MA 02138 042103580 501(c)(3) 10000 HANNA GRAY SCHOLARS Salk Institute for Biological Studies Salk Inst for Biological Studies LA Jolla CA 92037 952160097 501(c)(3) 10000 HANNA GRAY SCHOLARS Stanford University Stanford University Redwood City CA 94063 941156365 501(c)(3) 10000 HANNA GRAY SCHOLARS Stanford University Stanford University Redwood City CA 94063 941156365 501(c)(3) 10000 HANNA GRAY SCHOLARS Stanford University Stanford University Redwood City CA 94063 941156365 501(c)(3) 10000 HANNA GRAY SCHOLARS Stanford University Stanford University Redwood City CA 94063 941156365 501(c)(3) 10000 HANNA GRAY SCHOLARS The Regents of the University of California Berkeley Regents of the Univ of CA Berkeley Berkeley CA 94704 946002123 California 10000 HANNA GRAY SCHOLARS The Trustees of Columbia University in the City of New York Columbia University New York NY 10027 135598093 501(c)(3) 10000 HANNA GRAY SCHOLARS The Trustees of Princeton University The Trustees of Princeton Univ Princeton NJ 08540 210634501 501(c)(3) 10000 HANNA GRAY SCHOLARS The Vanderbilt University - Gifts The Vanderbilt University - Gifts Nashville TN 372406310 620476822 501(c)(3) 10000 HANNA GRAY SCHOLARS University of California San Francisco Foundation Univ of California SF Foundation San Francisco CA 94133 942829914 501(c)(3) 10000 HANNA GRAY SCHOLARS University of Washington Foundation University of Washington Foundation Seattle WA 98195 943079432 501(c)(3) 10000 HANNA GRAY SCHOLARS Allegheny College Allegheny College Meadville PA 16335 250965212 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Auburn University at Montgomery Auburn University at Montgomery Montgomery AL 36124 636000724 Alabama 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Boise State University Boise State University Boise ID 836421247 820290701 Idaho 984188 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Bryn Mawr College Bryn Mawr College Bryn Mawr PA 19010 231352621 501(c)(3) 783065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY California Polytechnic State University-San Luis Obispo CA Polytechnic Univ San Luis Obispo San Luis Obispo CA 93407 951648180 501(c)(3) 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY California State University-East Bay California State Univ East Bay Hayward CA 94542 946390556 California 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY California State University-Stanislaus California State Univ Stanislaus Turlock CA 95382 770207337 California 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Centre College Centre College Danville KY 404221394 610444671 501(c)(3) 965000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Clemson University Clemson University Clemson SC 296345355 576000254 South Carolina 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Cleveland State University Cleveland State University Cleveland OH 441152214 340966056 Ohio 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Coker University Coker University Hartsville SC 29550 570324916 501(c)(3) 625000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY College of Saint Benedict College of Saint Benedict Saint Joseph MN 563742099 410969244 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY College of the Holy Cross College of the Holy Cross Worcester MA 016102395 042103558 501(c)(3) 649500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY CUNY Queens College CUNY Queens College New York NY 10036 131988190 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Dalton State College Dalton State College Dalton GA 30720 580975068 Georgia 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Drexel University Drexel University Philadelphia PA 19104 231352630 501(c)(3) 1155000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Elon University Elon University Elon NC 27244 560532303 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Emmanuel College (Massachusetts) Emmanuel College Massachusetts Boston MA 02115 042105769 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Fairfield University Fairfield University Fairfield CT 068245195 060646623 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Fisk University Fisk University Nashville TN 37208 620202000 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Florida International University Florida International University Miami FL 33199 650177616 Florida 823668 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Florida State University Florida State University Tallahassee FL 32310 593211153 Florida 823668 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Fordham University Fordham University Bronx NY 10458 131740451 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Fort Lewis College Fort Lewis College Durango CO 81301 846000556 Colorado 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Franklin & Marshall College Franklin Marshall College Lancaster PA 17604 231352635 501(c)(3) 591600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Furman University Furman University Greenville SC 29613 570314395 501(c)(3) 931600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Gannon University Gannon University Erie PA 16541 250496976 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Georgia Gwinnett College Georgia Gwinnett College Lawrenceville GA 30043 270124698 Georgia 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Georgia Institute of Technology-Main Campus Georgia Inst of Tech-Main Campus Atlanta GA 30062 580603146 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Georgia Southern University Georgia Southern University Statesboro GA 30460 582354256 501(c)(3) 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Georgia State University Georgia State University Atlanta GA 30302 586002050 Georgia 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Gettysburg College Gettysburg College Gettysburg PA 173251400 231352641 501(c)(3) 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Gustavus Adolphus College Gustavus Adolphus College Saint Peter MN 56082 410695524 501(c)(3) 704025 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Hamilton College (New York) Hamilton College New York Clinton NY 13323 150532200 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Hartwick College Hartwick College Oneonta NY 13820 150533561 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Haverford College Haverford College HAVERFORD PA 19041 236002304 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Howard University Howard University Washington DC 20059 530204707 501(c)(3) 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Illinois State University Illinois State University Normal IL 61761 376014070 Illinois 782600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY King University King University Bristol TN 37620 581363100 501(c)(3) 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Lane College Lane College Jackson TN 38301 620570060 501(c)(3) 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Marian University (Indiana) Marian University Indiana Indianapolis IN 46222 350868175 501(c)(3) 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Michigan State University Michigan State University East Lansing MI 48879 386005984 501(c)(3) 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Middlebury College Middlebury College Middlebury VT 05753 030179298 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Monmouth College Monmouth College Monmouth IL 61462 370661228 501(c)(3) 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Montana State University Montana State University Bozeman MT 597172470 816010045 Montana 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Mount Holyoke College Mount Holyoke College South Hadley MA 01075 042103578 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY National University National University La Jolla CA 92037 237172306 501(c)(3) 1135812 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Nebraska Wesleyan University Nebraska Wesleyan University Lincoln NE 68504 470376524 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY North Carolina A & T State University North Carolina A T State Univ GREENSBORO NC 27411 566000007 North Carolina 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Northwestern University Northwestern University Evanston IL 60208 362167817 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Occidental College Occidental College Los Angeles CA 90041 951667177 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Oglethorpe University Oglethorpe University Atlanta GA 303192737 580568698 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Otterbein University Otterbein University Westerville OH 43081 314379532 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Pomona College Pomona College Claremont CA 91711 951664112 501(c)(3) 803065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Portland State University Portland State University Portland OR 97207 364776757 Oregon 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Providence College Providence College Providence RI 02918 050258932 501(c)(3) 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Rollins College Rollins College Winter Park FL 32789 590624440 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Rowan University Rowan University Glassboro NJ 08028 222764819 New Jersey 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Simmons University Simmons University Boston MA 021155820 042103629 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Skidmore College Skidmore College Saratoga Springs NY 12866 141338562 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Southern Illinois University Edwardsville Southern Illinois Univ Edwardsville Edwardsville IL 620261046 370986220 Illinois 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY St John's University-New York St Johns University-New York Queens NY 11439 111630830 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY St Mary's College of Maryland St Marys College of Maryland St Marys City MD 20686 526002033 Maryland 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY State University of New York at New Paltz State Univ of New York at New Paltz Albany NY 122010009 141368361 New York 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY SUNY Empire State College SUNY Empire State College Saratoga Springs NY 12866 141368361 New York 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY The College of Wooster The College of Wooster Wooster OH 44691 340714654 501(c)(3) 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY The Pennsylvania State University The Pennsylvania State University University Park PA 168027000 246000376 Pennsylvania 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Trinity University Trinity University San Antonio TX 78212 741109633 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Tuskegee University Tuskegee University Tuskegee AL 36088 630288878 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Union College (New York) Union College New York Schenectady NY 12308 141338580 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Universidad Ana G Mendez-Cupey Campus Universidad Ana G Mendez-Cupey San Juan PR 009281345 660201206 501(c)(3) 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Akron Main Campus University of Akron Main Campus Akron OH 443252102 346002924 Ohio 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Alaska Anchorage University of Alaska Anchorage Fairbanks AK 997756540 926000147 Alaska 3198600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of California-Irvine University of California-Irvine Irvine CA 92610 952226406 California 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of California-Riverside University of California-Riverside Riverside CA 925210001 956006142 California 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of California-Santa Cruz University of California-Santa Cruz Santa Cruz CA 95064 941539563 California 531600 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Colorado Boulder University of Colorado Boulder Denver CO 80203 846000555 Colorado 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Connecticut University of Connecticut Storrs CT 062691133 060772160 Connecticut 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Georgia University of Georgia Athens GA 30602 586001998 Georgia 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Iowa University of Iowa Iowa City IA 52242 426004813 Iowa 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Kansas Center for Research Univ of Kansas Center for Research Lawrence KS 66045 480680117 501(c)(3) 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of La Verne University of La Verne La Verne CA 91709 951644026 501(c)(3) 1053065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Maryland College Park University of Maryland College Park College Park MD 21042 526002033 Maryland 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Minnesota Medical School Univ of Minnesota Medical School Minneapolis MN 55455 416007513 Minnesota 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Mississippi University of Mississippi University MS 38677 646001159 Mississippi 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Nebraska-Lincoln University of Nebraska-Lincoln Lincoln NE 68583 470049123 Nebraska 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Nevada-Reno University of Nevada-Reno Reno NV 89557 886000024 Nevada 470666 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of New Mexico-Main Campus Univ of New Mexico-Main Campus Albuquerque NM 87131 856000642 New Mexico 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of North Carolina at Chapel Hill Univ of North Carolina Chapel Hill Chapel Hill NC 275991350 566001393 North Carolina 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Oklahoma-Norman Campus Univ of Oklahoma-Norman Campus Norman OK 73019 731377584 Oklahoma 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Oregon University of Oregon Eugene OR 97403 464727800 Oregon 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Pennsylvania University of Pennsylvania Philadelphia PA 191046205 231352685 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Portland University of Portland Portland OR 97203 930401259 501(c)(3) 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Rhode Island University of Rhode Island Kingston RI 02881 056014351 Rhode Island 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Richmond University of Richmond Richmond VA 23173 540505965 501(c)(3) 625000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Virginia-Main Campus Rector and Visitors of the University of Virginia University of Virginia Charlottesville VA 22903 546001796 Virginia 529500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Wisconsin-Milwaukee University of Wisconsin-Milwaukee Milwaukee WI 532010340 391805963 Wisconsin 823668 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY University of Wyoming University of Wyoming Laramie WY 82071 836000331 Wyoming 883668 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Vanderbilt University Vanderbilt University Nashville TN 372401591 620476822 501(c)(3) 1106500 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Washington State University Washington State University Pullman WA 991641025 916001108 Washington 823668 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY West Virginia University Res Corp West Virginia University Res Corp Morgantown WV 26506 550665758 501(c)(3) 475000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Whittier College Whittier College Whittier CA 90601 951644048 501(c)(3) 493065 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Willamette University Willamette University Salem OR 97301 930386972 501(c)(3) 505000 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Xavier University Xavier University Cincinnati OH 45207 310537516 501(c)(3) 377800 INCLUSIVE EXCELLENCE 3 LEARNING COMMUNITY Chesapeake Bay Foundation Inc Chesapeake Bay Foundation Inc Annapolis MD 21403 526065757 501(c)(3) 240000 SUPPORT OF INCLUSIVE LEARNING/TRAINING FOR SCIENCE TEACHERS. Montgomery County Public Schools Educational Foundation Inc Montgomery County Public Sch Ed Fdn Rockvillle MD 20850 521804509 501(c)(3) 1500000 SUPPORT OF K-12 SCIENCE EDUCATION ACTIVITIES Nature Forward Nature Forward Chevy Chase MD 20815 530233715 501(c)(3) 220000 SUPPORT ENVIRONMENTAL LITERACY EDUCATIONAL OUTREACH Univ Of Colorado-Boulder Univ Of Colorado-Boulder Boulder CO 803090347 846000555 Colorado 39798 SUPPORT OF ETHNOGRAPHY & EVALUATION RESEARCH University of Wisconsin-Madison University of Wisconsin-Madison Madison WI 537151218 396006492 Wisconsin 400000 SUPPORT OF INCLUSIVITY IN SCIENCE School of Molecular and Theoretical Bio Sch of Molecular Theoretical Bio Concord CA 94518 384003221 501(c)(3) 30000 SUPPORT OF SCIENCE EDUCATION-MOLECULAR BIOLOGY SUMMER SCHOOL Amer Society For Cell Biology Amer Society For Cell Biology Rockville MD 20852 396054285 501(c)(3) 50000 SUPPORT FOR THE SAN FRANCISCO DECLARATION ON RESEARCH ASSESSMENT (DORA) Research America Research America Arlington VA 22202 521609875 501(c)(3) 500000 SUPPORT THE WORK OF SCIENCE & TECHNOLOGY ACTION COMMITTEE (STAC) TO STRENGTHEN US FEDERAL SCIENCE & TECHNOLOGY POLICIES Northwestern University Northwestern University Evanston IL 60208 362167817 501(c)(3) 750959 MEDICAL RESEARCH Whitehead Institute for Biomedical Research Whitehead Inst for Biomedical Rsrch Cambridge MA 021421479 061043412 501(c)(3) 132829 MEDICAL RESEARCH Rockefeller University Rockefeller University New York NY 10065 131624158 501(c)(3) 30414 MEDICAL RESEARCH 180 0 GILLIAM FELLOWSHIPS 146 8515198 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES. X X true true X X X X X true false false false false false false true true true ANN K BATLLE ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 2/23) 374161 0 0 0 5589 0 30500 0 33569 0 443819 0 0 0 BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 385398 0 0 0 27316 0 30500 0 16618 0 459832 0 0 0 DANIEL A CRONIN PHD VP & CHIEF FINANCIAL & OPERATING OFFICER (THRU 1/23) 644038 0 0 0 27115 0 30500 0 15919 0 717572 0 0 0 DONALD KOCH VP & CHIEF INVESTMENT OFFICER 1051554 0 1394179 0 25656 0 30500 0 38794 0 2540683 0 0 0 ERIN K O'SHEA PHD PRESIDENT 1477397 0 75000 0 26950 0 30500 0 30041 0 1639888 0 0 0 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 713027 0 0 0 30671 0 30500 0 36968 0 811166 0 0 0 JEREMY COMPTON ASSOCIATE CONTROLLER & ASSISTANT TREASURER 211024 0 0 0 5445 0 21196 0 11822 0 249487 0 0 0 LESLIE B VOSSHALL PHD VP & CHIEF SCIENTIFIC OFFICER 642397 0 0 0 29825 0 30500 0 35205 0 737927 0 0 0 MONIQUE L MARCUS CONTROLLER (THRU 9/22) 190226 0 0 0 49944 0 19607 0 23656 0 283433 0 0 0 RONALD VALE PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 713387 0 0 0 10006 0 30500 0 31364 0 785257 0 0 0 SEAN B CARROLL PHD VP FOR SCIENCE & EDUCATIONAL MEDIA GROUP 789298 0 10000 0 31196 0 30500 0 23051 0 884045 0 0 0 NATASHA NEISES SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS 262841 0 0 0 5597 0 26660 0 12568 0 307666 0 0 0 KRISTINA HEIBERGER DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 2/23) 272906 0 0 0 13444 0 29862 0 43008 0 359220 0 0 0 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPS 510082 0 833214 0 26795 0 30500 0 37263 0 1437854 0 0 0 GREGORY DENINNO MANAGING DIRECTOR, PRIVATE MARKETS (THRU 9/22) 368884 0 863961 0 931727 0 30500 0 17033 0 2212105 0 0 0 RICHARD A PENDER MANAGING DIRECTOR, PUBLIC MARKETS (THRU 4/23) 564263 0 1026774 0 33348 0 30500 0 31373 0 1686258 0 0 0 RICHARD AXEL PHD INVESTIGATOR 729713 0 0 0 20958 0 30500 0 23645 0 804816 0 0 0 MARK SPROLES MANAGING DIRECTOR, PRIVATE MARKETS 507969 0 415968 0 26739 0 30500 0 1677 0 982853 0 0 0 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC 530872 0 0 0 35372 0 30500 0 24967 0 621711 0 0 0 DENNIS MCKEARIN PHD SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS 439338 0 19329 0 14394 0 30500 0 21889 0 525450 0 0 0 DAVID E CLAPHAM PHD SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENCE OFFICER 526169 0 0 0 106971 0 30500 0 33980 0 697620 0 0 0 SUSAN S PLOTNICK DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22) 113995 0 0 0 51872 0 12570 0 10975 0 189412 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel UNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS, AND ITS PRESIDENT, VICE PRESIDENTS, AND CERTAIN ADVISORY GROUP MEMBERS FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS OF THREE HOURS OR MORE. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE COACH MAY BE FIRST CLASS. AS AN ALTERNATIVE, HHMI MAY REIMBURSE FOR THE COST OF COACH AIRFARE PLUS THE COST OF AN UPGRADE TO TRAVEL AT ONE LEVEL ABOVE COACH FOR A FLIGHT OF THREE HOURS OR MORE. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 2023, 3 OFFICERS AND 2 TRUSTEES FLEW FIRST CLASS. Schedule J, Part I, Line 1a Housing allowance or residence for personal use HHMI'S PRESIDENT RESIDES IN AN HHMI-OWNED HOUSE ON THE HEADQUARTERS CAMPUS. THROUGH JANUARY 2022, SHE PAID HHMI A FAIR MARKET RENTAL RATE. AS OF FEBRUARY 2022, SHE IS REQUIRED TO LIVE IN THIS RESIDENCE AS A CONDITION OF EMPLOYMENT. BECAUSE HHMI'S PRESIDENT IS ALSO REQUIRED TO SPEND TIME AT HHMI'S JANELIA CAMPUS, WHERE SHE RUNS A RESEARCH LABORATORY, ATTENDS MEETINGS, AND PARTICIPATES IN CONFERENCES, HHMI MAKES AN APARTMENT AVAILABLE TO HER AT THAT LOCATION. ADDITIONALLY, HHMI'S VICE PRESIDENT AND EXECUTIVE DIRECTOR, JANELIA RESEARCH CAMPUS, IS REQUIRED AS A CONDITION OF EMPLOYMENT TO RESIDE ON THE JANELIA CAMPUS IN HOUSING BUILT FOR THAT PURPOSE. THE INSTITUTE PROVIDED A HOUSING ASSISTANCE PROGRAM FOR TWO OFFICERS WHO RELOCATED TO TAKE A POSITION WITH HHMI, WHICH MAY BE USED TO COVER THE INDIVIDUAL'S MORTGAGE OR RENT PAYMENTS. THE HOUSING ASSISTANCE PROGRAM IS TREATED AS ADDITIONAL TAXABLE COMPENSATION. Schedule J, Part I, Line 4a Severance or change-of-control payment THE INSTITUTE MADE A SEVERANCE PAYMENT TO ITS FORMER MANAGING DIRECTOR, PRIVATE MARKETS IN THE AMOUNT OF $820,000. Schedule J, Part I, Line 7 Non-fixed payments HHMI HAS AN INCENTIVE COMPENSATION PLAN FOR ITS SENIOR INVESTMENT STAFF WHICH PROVIDES AN INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY COMPONENT BASED ON EXCEPTIONAL PERFORMANCE TIED TO CERTAIN ATTRIBUTES THAT ARE NOT TIED TO INVESTMENT PERFORMANCE. AWARDS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception WHEN RECRUITING INDIVIDUALS FOR HIGH-LEVEL POSITIONS, HHMI TYPICALLY ENTERS INTO INITIAL CONTRACTS. HHMI HAS ENTERED INTO INITIAL CONTRACTS WITH A NUMBER OF VICE PRESIDENTS. HHMI'S STANDARD PRACTICE IS TO HAVE INDEPENDENT COMPENSATION CONSULTANTS REGULARLY REVIEW AND CONFIRM THE REASONABLENESS OF COMPENSATION OF HHMI'S OFFICERS AND KEY EMPLOYEES, REGARDLESS OF WHETHER THE INITIAL CONTRACT EXCEPTION APPLIES. A LOUDOUN COUNTY IDA 521310230 545910AL5 2003-02-27 500000000 FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS false false false B LOUDOUN COUNTY IDA 521310230 545910AP6 2009-10-02 23000000 FINANCE CONSTRUCTION OF JANELIA APT false false false C LOUDOUN COUNTY IDA 521310230 545910AQ4 2013-05-15 33130000 FINANCE CONSTRUCTION OF JANELIA APT B false false false D MEDCO 521376562 574205FY1 2008-02-21 83500000 FINANCE CONSTRUCTION OF HQ EXPANSION false false false A 0 0 534028000 0 54203000 0 200000 0 0 479625000 0 0 2006 false false true true B 0 0 23022042 0 904914 0 0 0 43305 22073823 0 0 2011 false false true true C 0 0 33145417 0 1173864 0 397311 0 0 31574242 0 0 2015 false false true true D 0 0 84953297 0 5954687 0 631673 0 0 78366937 0 0 2010 false false true true A false false true true true true 0.0 0.0 0.0 false false false B false false true true false 0.0 0.0 0.0 false false false C false false true true false 0.0 0.0 0.0 false false false D false false true true false 0.0 0.0 0.0 false false false A false false false true true true WELLS FARGO 20.0 false false false false true B false false false true true true JPMORGAN CHASE 30.0 false false false false true C false false false true true true WELLS FARGO BANK 30.0 false false false false true D false false false true true true JP MORGAN 30.0 false false false false true A false B false C false D false Schedule K, Part I Part I The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7. Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013, 6/6/2019, and 9/15/2022 included investment proceeds that made up the difference between the amount of the bond issue and the total proceeds. Schedule K, Part IV Part IV - Name of Provider The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.) Schedule K, Part IV, Line 2c COLUMN A Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 03/02/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019 Schedule K, Part IV, Line 2c COLUMN C Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/16/2023 Schedule K, Part IV, Line 2c COLUMN D Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/28/2023 A MEDCO 521376562 574205FZ8 2008-05-15 76500000 REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 false false false B ECONOMIC DEVELOPMENT AUTHORITY OF LOUDOUN COUNTY VA 521310230 54601TAA4 2019-06-06 51773425 FINANCE CONSTRUCTION OF JANELIA APT C false false false C ECONOMIC DEVELOPMENT AUTHORITY OF LOUDOUN COUNTY VA 521310230 54601TAB2 2022-09-15 156976000 FINANCE CONSTRUCTION OF JRC BUILDING A & VIVARIUM; REFINANCE TAXABLE DEBT false false false A 0 0 76500000 0 0 0 0 0 0 0 76500000 0 1993 true false true true B 0 0 52384157 0 0 0 772575 0 0 51611582 0 0 2021 false false true true C 0 0 161084492 0 3484444 0 1273839 0 0 5271160 40463094 110591955 false true false true A 0.0 B false false true true false 0.0 0.0 0.0 false false false C false false false false 0.0 0.0 0.0 false false false A false false true false true true GOLDMAN SACHS 30.0 false false false false true B false true false false false false false false true C false true false false false false false false true A false B false C false VIKNESH SIVANATHAN SPOUSE 189416 SALARY & BENEFITS false Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER. Form 990, Part III, Line 4b Program Service Description 4b. Science Education, Fellowships, and Media Programs Through its Science Education, Fellowships, and Media Program initiatives, HHMI invests in individuals, institutions, initiatives, and media that advance learning. HHMI also nourishes the public understanding of science by bringing important stories of scientific discovery to a wide variety of audiences. (A) Center for the Advancement of Science Leadership & Culture HHMI established the Center for the Advancement of Science Leadership & Culture ("the Center") in FY23. The Center plays a key role in HHMI's efforts to center equity and inclusion in science research and education across key academic career stages. The Center serves as a facilitator, convener, strategic partner, and source of expertise to advance HHMI's goals for the scientific workforce. In November 2022, Blanton Tolbert, PhD joined HHMI as its first Vice President of Science Leadership and Culture. HHMI's Inclusive Excellence (IE) initiative aims to help colleges and universities increase their capacity for inclusion in science of all students, especially those students who come to college via non-traditional pathways. These "new majority" students include persons from groups historically excluded because of their ethnicity or race, first-generation college students, students who transfer from community colleges, and working adults with families. In November 2022, HHMI announced six-year grants to 104 institutions as part of the third round of the initiative. The schools are organized into seven Learning Community Clusters (LCC) each of which comprises approximately 15 institutions. Each LCC collaborates on one of three challenges: (i) improving the content of the introductory STEM curriculum, (ii) evaluating and rewarding inclusive teaching, and (iii) building genuine partnerships between two- and four-year institutions. In FY2023, HHMI continued to make grants as part of its Driving Change initiative, which, over four rounds of funding, will award up to 24 five-year grants to US research universities. Driving Change grantees will: (i) actively participate in a learning community of Driving Change institutions, (ii) develop and implement institution-centered activities aimed at creating a more inclusive STEM learning environment for all schools; and (iii) develop and implement student-centered activities that will strive to achieve the outcomes of the highly regarded Meyerhoff Scholars Program at the University of Maryland, Baltimore County. Over the last three-plus years, the Driving Change learning community has convened regularly so that the universities can share with one another what they are learning from their institutional self-studies and funded projects. In FY23, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added seven colleges and universities to the alliance. Established in 2008, SEA-PHAGES is a two-semester course-based research experience designed to replace the traditional introductory biology lab sequence in the undergraduate curriculum. SEA-PHAGES students isolate and characterize bacteriophages which are viruses that infect bacteria. In the last 15 years, the SEA-PHAGES program has involved more than 40,000 students and 600 faculty at more than 200 colleges and universities in 45 states, Puerto Rico, and the District of Columbia. The project has produced more than 250 publications, many including SEA-PHAGES students and faculty as co-authors. In a second, more advanced course called SEA-GENES (Gene function Exploration by a Network of Emerging Scientists), students use genetics and molecular biology methods to identify putative interactions between phage- and bacteria-encoded proteins, information which provides insights as to the function of the phage proteins. SEA-GENES now includes 30 colleges and universities, approximately 300 students, and approximately 60 instructors. HHMI's Gilliam Fellows Program supports biomedical PhD students and their dissertation advisers who are committed to advancing equity and inclusion in science. In FY23, HHMI made 50 new awards. Each award provides an annual payment of $53,000 for up to three years, which includes the fellow's stipend, a research allowance for the fellow, an institutional allowance to offset tuition and fees, and an allowance to support the adviser's equity and inclusion activities. As part of the award, the fellow's dissertation adviser completes a year-long course in culturally aware mentorship. (B) BioInteractive HHMI BioInteractive, a resource for general high school biology, AP/IB biology, and college-level introductory biology teachers, has been in existence for over two decades and now receives over three million visitors annually through its website, BioInteractive.org. HHMI's Educational Media Group produces BioInteractive's science education resources including interactive multimedia materials, scientific animations, videos, in-class activities, as well as award-winning, broadcast-quality short films. The resources are then made available to educators online, through the BioInteractive.org website and YouTube channel, and at workshops, conferences, and conventions. In 2023 the BioInteractive team offered 22 online educator professional development workshops on BioInteractive resources direct from HHMI and facilitated by BioInteractive Ambassadors. These virtual events reach a broader audience, especially those unable to access in-person educational conferences. Another 60-plus workshops and similar events were sponsored in-person by BioInteractive at conferences, school districts and schools throughout the US. In May 2023, BioInteractive released the first videos in the two 50-episode series, Crash Course Biology and Biologia - one in English and one in Spanish. More than just a direct translation, the Spanish series includes culturally relevant stories and examples presented by a Spanish-speaking scientist. The courses cover fundamental topics for general high school and AP-level biology courses and reflect current priorities in science education combined with highly successful engaging productions that are hallmarks of Crash Course videos. The series will also highlight new scientific advances; emphasize the process of science, including social aspects; and increase access and relevance for all students. Form 990, Part III, Line 4b Program Service Description (Continued) (C) Tangled Bank Studios Tangled Bank Studios, LLC, is a mission-driven production company dedicated to crafting compelling, immersive films about science and scientists for broadcast, theatrical, and digital distribution. As an extension of HHMI's longstanding science education mission, the studio aims to produce programs that capture compelling stories of discovery across all branches of scientific inquiry, with particular focus on the life sciences. Together with world class partners, the studio creates innovative outreach initiatives to amplify the reach and deepen the impact around each project. Achievements this year included a Grierson award and BAFTA and Oscar nominations for "All That Breathes," a documentary that follows two brothers who devote their lives to rescuing a bird, the black kite, and the release of several new films, including: WILD HOPE - Tangled Bank Studios launched its latest series, Wild Hope, on public television stations across the U.S. and on YouTube in partnership with Nature. This set of 30 min films shines a light on individuals around the world who are making a difference restoring and protecting local ecosystems and the wildlife that thrives there. Paired with an extensive outreach effort, this series, which expanded into a second season of shorter 12-minute episodes in fall 2023, is inspiring millions to learn about biodiversity and take action to protect unique and important ecosystems around the world. Three Wild Hope episodes won an AAAS Kavli award for in depth science journalism. BLUE WHALES - This giant screen film premiered at the California Science Center in March 2023 followed by long runs at giant screen theaters including those at the American Museum of Natural History and the New England Aquarium. The film takes viewers on a journey of a lifetime to explore the world of the world's largest living animal ever to have lived. With funding from the National Science Foundation, and in partnership with the California Science Center, Tangled Bank Studios undertook an extensive educational outreach effort to deepen the learning through interactive apps and educational guides, and to take these tools to museums, libraries and educational centers across the country. BATTLE TO BEAT MALARIA - This film, which premiered on NOVA/PBS in November 2023 and is streaming for free on PBS.org, tells the inside story of the effort to develop a game-changing new malaria vaccine, the culmination of a decade's worth of new scientific research. Filmed across four continents, the film follows the team behind the successful Oxford/AstraZeneca COVID-19 vaccine as it trials R21/Matrix-M, a malaria vaccine that they hope will be the first candidate to meet the World Health Organization's target of 75% efficacy. Tangled Bank Studios outreach effort included sharing the film with public health and international development communities around the world. Additional information about Tangled Bank films is available at https://www.tangledbankstudios.org/our-films. (D) Hanna H. Gray Fellows Program Since 2017, HHMI has held regular open competitions to recruit and retain outstanding early-career scientists. Each fellow receives funding for up to eight years, with mentoring and active involvement within the HHMI community. In this two-phase program, fellows are supported from early postdoctoral training through several years of a tenure-track faculty position. Through the current fiscal year, HHMI has selected 116 fellows to support, and will invest a total of up to $197 million for their support over eight years. A seventh competition will be announced in early 2024, with plans to select up to 25 new fellows by Fall 2024. (E) eLife Open Access Journal HHMI, together with Wellcome, the Max Planck Society, and the Knut and Alice Wallenberg Foundation, continues to support a top tier scientific journal called eLife. The online journal follows an open access model and is led 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 online on a regular basis in late 2012. (F) Africa Health Research Institute in South Africa In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN) and has provided significant funding to support its research efforts. In 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute (AHRI), is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. Through 2023, HHMI and Wellcome have provided grant support to AHRI, with the University College London and UKZN serving as significant academic partners. AHRI is committed to working towards the elimination of HIV and TB. To achieve this, the institute continues to receive support from Wellcome and multiple South African and international funding agencies, brings together leading researchers from different fields, uses cutting-edge science to improve people's health, and helps to train the next generation of African scientists. Form 990, Part VI, Line 4 Significant changes to organizational documents In November 2022, HHMI's Board of Trustees approved amending HHMI's Certificate of Incorporation to institute a limit on service as a trustee of the later of (1) the end of the calendar year in which the Trustee turns age 78 and (2) two full five-year terms. This age limit applies to all current HHMI Trustees who have not yet reached age 78, as well as to all new Trustees. The Board of Trustees also approved amending HHMI's Certificate of Incorporation to expand the Board's maximum size from 11 to 13 Trustees. These amendments took effect November 1, 2022. Form 990, Part VI, Line 11b Review of form 990 by governing body The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance department, in coordination with other HHMI departments as needed. The draft return is reviewed by Senior Management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed. Form 990, Part VI, Line 12c Conflict of interest policy In addition to HHMI's Code of Conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The Conflict of Interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The Conflict of Interest policies covering HHMI's Officers and Key Employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chair of the Trustees. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2023 in determining compensation for the following positions for fiscal year 2024: President, other officers, and Investment Department Managing Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees The compensation for HHMI's President, other officers, and key employees is set using the following procedures: Every other year, the Audit & Compensation Committee of HHMI's Board of Trustees engages one or more independent compensation consultants to conduct a study of comparable market data. The study includes data for HHMI's President, other officers, and key employees. The independent compensation consultants also provide an opinion regarding the reasonableness of the compensation arrangements for the positions included in the study. The study includes comparable market data for all components of compensation for each person covered by the study, including base salary, incentive compensation (if any), and benefits. The Board of Trustees relies on the market data and opinion provided by the compensation consultant in making compensation decisions for HHMI's President, other officers, and key employees. The decision is made by independent trustees. Any trustee who has a conflict of interest with respect to a specific officer or key employee must recuse himself or herself from the decision on that person's compensation and leave the meeting room during the debate and vote on it. In the alternate years when a study is not done, the Trustees confirm with the independent compensation consultants that the range of any proposed merit increases for HHMI employees, including senior management, is reasonable compared with the generally prevailing compensation increases in the market over the past year. The Board of Trustees relies on this advice in making compensation decisions for HHMI's President, other officers and key employees. Recusal procedures are the same as in the years when a study is done. In each year, minutes of the discussions and decisions regarding compensation are prepared after each meeting and are submitted for approval at the next meeting. Approved minutes are kept in HHMI's records. All minutes include the date of the meeting, identify those trustees who attended and voted on the compensation arrangements, and note any recusals of trustees with a conflict of interest. The comparability studies and opinions relied on at the meeting are referenced in the minutes, and copies of these materials are also kept in HHMI's records. HHMI's Board of Trustees followed this process in August 2023 in determining compensation for the following positions for fiscal year 2024: President, other officers, and Investment Department Managing Directors. Form 990, Part VI, Line 19 Required documents available to the public HHMI's Certificate of Incorporation and By-laws are available on request. HHMI's Code of Conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website. 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