HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period: 2021-09-01 to 2022-08-31
Filed: 2023-02-22
IRS object ID: 202330539349300943
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-22T23:00:08+00:00	ReturnTs
Tax Period End	2022-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134008324	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	655 New York Ave NW Ste 1100	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20001	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	590735717	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LYNNE LOCHTE	PersonNm
Person Title	DEPUTY CFO AND ASSISTANT TREASURER	PersonTitleTxt
Signature	2023-02-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LYNNE	PersonFirstNm
Person Last	LOCHTE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRAVIS L PATTON	PreparerPersonNm
PTIN	P00369623	PTIN
Phone	2024141000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$24,774,355,258	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HHMI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1953	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	2327	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$78,935,443	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,210,362	PYContributionsGrantsAmt
CY Contributions Grants	$2,025,577	CYContributionsGrantsAmt
PY Program Service Revenue	$2,223,724	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,865,374	CYProgramServiceRevenueAmt
PY Investment Income	$2,072,096,518	PYInvestmentIncomeAmt
CY Investment Income	$2,087,454,899	CYInvestmentIncomeAmt
PY Other Revenue	$20,263,474	PYOtherRevenueAmt
CY Other Revenue	$24,131,707	CYOtherRevenueAmt
PY Total Revenue	$2,096,794,078	PYTotalRevenueAmt
CY Total Revenue	$2,117,477,557	CYTotalRevenueAmt
PY Grants And Similar Paid	$36,219,347	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$30,168,536	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$381,757,458	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$398,296,704	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$536,787,278	PYOtherExpensesAmt
CY Other Expenses	$557,824,715	CYOtherExpensesAmt
PY Total Expenses	$954,764,083	PYTotalExpensesAmt
CY Total Expenses	$986,289,955	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,142,029,995	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,131,187,602	CYRevenuesLessExpensesAmt
Total Assets BOY	$29,343,107,763	TotalAssetsBOYAmt
Total Assets EOY	$25,877,392,654	TotalAssetsEOYAmt
Total Liabilities BOY	$2,244,173,151	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,837,723,670	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$27,098,934,612	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$24,039,668,984	NetAssetsOrFundBalancesEOYAmt
Mission	THE HOWARD HUGHES MEDICAL INSTITUTE (INSTITUTE OR HHMI) IS THE NATION'S LARGEST PRIVATE BIOMEDICAL RESEARCH INSTITUTION, WITH OVER $24 BILLION IN NET ASSETS AT THE END OF ITS 2022 FISCAL YEAR. THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$680,574,856	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,702,904	RevenueAmt
Desc	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 15 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. In February 2022, Leslie B. Vosshall, PhD, became HHMI's Vice President and Chief Scientific Officer. Vosshall, who has been an HHMI Investigator at The Rockefeller University since 2008, leads and manages HHMI's Science department portfolio, which includes the HHMI Investigator, Hanna H. Gray Fellows, and Freeman Hrabowski Scholars programs, among other efforts. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, helps open scientific fields by breaking through technical and intellectual barriers. 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 September 2022, Janelia began a recruitment campaign to hire group leaders and senior group leaders to lead laboratories across research areas, particularly the 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 the recruitment effort, Janelia will add two senior group leaders and five group leaders in 4DCP, one senior group leader in Molecular Tools and Imaging, one group leader in Computation & Theory, and one group leader in Mechanistic Cognitive Neuroscience. These scientists will join Janelia in early FY23. In the current fiscal year, there were 24 group leaders, 12 senior group leaders, three fellows, and six Janelia scholars at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. In 2022, Janelia also restarted its vibrant scientific conference program, which brings many scientists to its campus each year for educational meetings.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$71,457,661	ExpenseAmt
Grant	$29,591,916	GrantAmt
Revenue	$1,162,470	RevenueAmt
Desc	SCIENCE EDUCATION AND RESEARCH GRANT PROGRAMS (A) SCIENCE EDUCATION GRANT AND RESEARCH PROGRAMS (B) EDUCATIONAL MEDIA GROUP (C) TANGLED BANK STUDIOS (D) HANNA H GRAY FELLOWS (E) E-LIFE OPEN ACCESS JOURNAL (CONTINUED ON SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$571,733	ExpenseAmt
Grant	$576,620	GrantAmt
Revenue	$0	RevenueAmt
Desc	SUPPORT FOR INTERNATIONAL SCIENCE 4c: Support for International Science International Research Scholars Program HHMI continues to support forty-one scientists from 16 countries who were selected in 2017 as International Research Scholars, exceptional early-career scientists poised to advance biomedical research across the globe. HHMI teamed up with the Bill & Melinda Gates Foundation, Wellcome, and the Calouste Gulbenkian Foundation to develop scientific talent around the world, and with these partners awarded a total of over $29.3 million to this group of scholars. Each researcher receives a five-year award of $715,000, including indirect costs. The award is a major boost for scientists early in their careers and offers the freedom to pursue new research directions and creative projects that could develop into top-notch scientific programs. 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. HHMI, together with Wellcome, continues to provide 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 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.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$752,604,250	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	551	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2327	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	HK	ForeignCountryCd
Foreign Country	IN	ForeignCountryCd
Foreign Country	ID	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	JE	ForeignCountryCd
Foreign Country	JO	ForeignCountryCd
Foreign Country	KS	ForeignCountryCd
Foreign Country	LU	ForeignCountryCd
Foreign Country	MT	ForeignCountryCd
Foreign Country	IM	ForeignCountryCd
Foreign Country	AS	ForeignCountryCd
Foreign Country	MP	ForeignCountryCd
Foreign Country	MX	ForeignCountryCd
Foreign Country	MN	ForeignCountryCd
Foreign Country	NL	ForeignCountryCd
Foreign Country	RP	ForeignCountryCd
Foreign Country	RS	ForeignCountryCd
Foreign Country	SN	ForeignCountryCd
Foreign Country	SF	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Foreign Country	SW	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Foreign Country	TW	ForeignCountryCd
Foreign Country	TH	ForeignCountryCd
Foreign Country	TU	ForeignCountryCd
Foreign Country	BE	ForeignCountryCd
Foreign Country	AE	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	BD	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	VI	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	CI	ForeignCountryCd
Foreign Country	AN	ForeignCountryCd
Foreign Country	DA	ForeignCountryCd
Foreign Country	FI	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	GK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	3012158500	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALISON F RICHARD PHD
TRUSTEE, CHAIR EDUCATION COMM	4.0	0.0	Yes (X)	$60,000	$0	$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE, CHAIR NOM & GOV COMM	4.0	0.0	Yes (X)	$60,000	$0	$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIR	6.0	0.0	Yes (X)	$80,000	$0	$0
DAVID JULIUS PHD
TRUSTEE	2.0	0.0	Yes (X)	$53,789	$0	$0
DEBORA L SPAR PHD
TRUSTEE, CHAIR AUDIT & COMP	4.0	0.0	Yes (X)	$60,000	$0	$0
FRED R LUMMIS
TRUSTEE, CHAIR FINANCE COMM	4.0	0.0	Yes (X)	$60,000	$0	$0
JOSEPH L GOLDSTEIN MD
TRUSTEE, CHAIR RESEARCH COMM	4.0	0.0	Yes (X)	$60,000	$0	$0
KURT L SCHMOKE ESQ
TRUSTEE	2.0	0.0	Yes (X)	$50,000	$0	$0
MARGARET D TUTWILER
TRUSTEE	2.0	0.0	Yes (X)	$50,000	$0	$0
PAUL M NURSE PHD
TRUSTEE	2.0	0.0	Yes (X)	$50,000	$0	$0
RISA LAVIZZO-MOUREY MD MBA
TRUSTEE	2.0	0.0	Yes (X)	$50,874	$0	$0
ANN K BATLLE ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 1/22)	40.0	0.0		$282,828	$0	$61,989	Yes (X)
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES	40.0	0.0		$405,649	$0	$45,026	Yes (X)
DANIEL A CRONIN MBA PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER	40.0	0.0		$713,924	$0	$41,906	Yes (X)
DAVID E CLAPHAM PHD
VP & CHIEF SCIENTIFIC OFFICER (THRU 1/22)/SENIOR GROUP LEADER	40.0	0.0		$782,127	$0	$71,809	Yes (X)
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER	40.0	0.0		$1,379,324	$0	$68,162	Yes (X)
ERIN K O'SHEA PHD
PRESIDENT	40.0	0.0		$1,484,549	$0	$64,350	Yes (X)
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY	40.0	0.0		$730,121	$0	$71,604	Yes (X)
JEREMY COMPTON
ASSOCIATE COMPTROLLER (AS OF 5/22)	40.0	0.0		$177,383	$0	$29,037	Yes (X)
LAUREN T SPILIOTES ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 1/22)	40.0	0.0		$487,926	$0	$57,209	Yes (X)
LESLIE B VOSSHALL PHD
INVESTIGATOR/VP & CHIEF SCIENTIFIC OFFICER (AS OF 2/22)	40.0	0.0		$712,516	$0	$65,832	Yes (X)
LYNNE LOCHTE
DEPUTY CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (AS OF 8/22)	40.0	0.0		$0	$0	$0	Yes (X)
MONIQUE L MARCUS
CONTROLLER	40.0	0.0		$242,818	$0	$60,516	Yes (X)
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS	40.0	0.0		$765,571	$0	$63,866	Yes (X)
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION	40.0	0.0		$811,334	$0	$56,642	Yes (X)
SUSAN S PLOTNICK
DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22)	40.0	0.0		$266,862	$0	$58,102	Yes (X)
ERIC KANDEL MD
INVESTIGATOR	40.0	0.0		$823,607	$0	$70,910		Yes (X)
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPS	40.0	0.0		$996,843	$0	$67,298		Yes (X)
GREGORY DENINNO
MANAGING DIRECTOR, PRIVATE MARKETS	40.0	0.0		$1,279,721	$0	$50,754		Yes (X)
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER (THRU 6/21)	40.0	0.0		$1,588,435	$0	$46,481		Yes (X)
RICHARD A PENDER
MANAGING DIRECTOR, PUBLIC MARKETS	40.0	0.0		$1,480,088	$0	$64,173		Yes (X)
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS	40.0	0.0		$444,903	$0	$62,548			Yes (X)
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC	40.0	0.0		$564,261	$0	$65,745			Yes (X)
ROBERT J KOLYER JR
MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21)	40.0	0.0		$753,975	$0	$48,862			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$17,809,428	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,292,821	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	734	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC)
850 THIRD AVENUE	NEW YORK	NY	10022	INVESTMENT MGT	$8,686,752
ARAMARK HARRISON LODGING
1101 MARKET ST	PHILADELPHIA	PA	19107	CONFERENCE CTR MGT	$4,648,392
HOLDCO ASSET MANAGEMENT LP
300 SE 2ND STREET SUITE 600	FORT LAUDERDALE	FL	33301	INVESTMENT MGT	$4,103,896
SELECT EQUITY GROUP INC (VIA SPRUGOS INVESTMENTS III LLC)
380 LAFEYETTE STREET	NEW YORK	NY	10003	INVESTMENT MGT	$3,454,874
JONES LANG LASALLE AMERICAS INC
525 WILLIAM PENN PLACE	PITTSBURGH	PA	15259	FACILITIES MGT	$3,250,566

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	151	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$2,025,577	AllOtherContributionsAmt
Total Contributions	$2,025,577	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME	900099	$2,702,904	$2,702,904
TV & FILM INCOME	900099	$1,162,470	$1,162,470

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,865,374	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$242,965,427	TotalRevenueColumnAmt
Unrelated Business Revenue	$10,318,031	UnrelatedBusinessRevenueAmt
Exclusion	$232,647,396	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,989,529	TotalRevenueColumnAmt
Exclusion	$23,989,529	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$180,694	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$433,768	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$253,074	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$253,074	TotalRevenueColumnAmt
Unrelated Business Revenue	-$143,934	UnrelatedBusinessRevenueAmt
Exclusion	-$109,140	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$24,432,100,973	SecuritiesAmt
Other	$68,832,432	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$22,656,443,933	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,775,657,040	SecuritiesAmt
Other	$68,832,432	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,844,489,472	TotalRevenueColumnAmt
Unrelated Business Revenue	$68,761,346	UnrelatedBusinessRevenueAmt
Exclusion	$1,775,728,126	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
CAFETERIA	900099	$81,390	$81,390
INVESTMENT EXPENSE REBATE	900099	$46,015	$46,015
CASH DISCOUNTS	900099	$252,626	$252,626

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,221	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$15,221	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$395,252	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,117,477,557	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,865,374	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$78,935,443	UnrelatedBusinessRevenueAmt
Exclusion	$2,032,651,163	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,028,136	TotalAmt
Program Services	$21,028,136	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$8,563,780	TotalAmt
Program Services	$8,563,780	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$576,620	TotalAmt
Program Services	$576,620	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,626,166	TotalAmt
Program Services	$3,394,029	ProgramServicesAmt
Management And General	$8,232,137	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,730,504	TotalAmt
Program Services	$1,285,292	ProgramServicesAmt
Management And General	$1,445,212	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$303,929,508	TotalAmt
Program Services	$258,757,393	ProgramServicesAmt
Management And General	$45,172,115	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,581,188	TotalAmt
Program Services	$18,925,973	ProgramServicesAmt
Management And General	$3,655,215	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$39,604,133	TotalAmt
Program Services	$34,055,707	ProgramServicesAmt
Management And General	$5,548,426	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$17,825,205	TotalAmt
Program Services	$15,168,845	ProgramServicesAmt
Management And General	$2,656,360	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,285,114	TotalAmt
Program Services	$884,711	ProgramServicesAmt
Management And General	$10,400,403	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,052,947	TotalAmt
Management And General	$1,052,947	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$112,500	TotalAmt
Management And General	$112,500	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$90,145,587	TotalAmt
Management And General	$90,145,587	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$55,460,809	TotalAmt
Program Services	$43,282,481	ProgramServicesAmt
Management And General	$12,178,328	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,411,210	TotalAmt
Program Services	$2,466,379	ProgramServicesAmt
Management And General	$1,944,831	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$12,048,814	TotalAmt
Program Services	$6,558,437	ProgramServicesAmt
Management And General	$5,490,377	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$7,221	TotalAmt
Program Services	$7,221	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$80,539,234	TotalAmt
Program Services	$70,677,886	ProgramServicesAmt
Management And General	$9,861,348	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,531,718	TotalAmt
Program Services	$4,108,440	ProgramServicesAmt
Management And General	$423,278	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,140,903	TotalAmt
Program Services	$2,264,884	ProgramServicesAmt
Management And General	$1,876,019	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$23,016,975	TotalAmt
Program Services	$15,392,785	ProgramServicesAmt
Management And General	$7,624,190	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$92,297,945	TotalAmt
Program Services	$82,841,459	ProgramServicesAmt
Management And General	$9,456,486	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$432,647	TotalAmt
Program Services	$39,878	ProgramServicesAmt
Management And General	$392,769	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
LAB & OTHER SCIENTIFIC SUPPLIES	$122,109,374	$121,004,330	$1,105,044
MINOR EQUIPMENT & RENOVATIONS	$11,436,490	$10,914,174	$522,316
EQUIPMENT MAINTENANCE	$20,669,349	$14,706,304	$5,963,045
INCOME TAX	$867,173		$867,173

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,258,705	TotalAmt
Program Services	$15,699,106	ProgramServicesAmt
Management And General	$7,559,599	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$986,289,955	TotalAmt
Program Services	$752,604,250	ProgramServicesAmt
Management And General	$233,685,705	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$747,886,828	BOYAmt
EOY	$605,170,460	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$32,273,109	BOYAmt
EOY	$21,448,119	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,126,076,342	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,285,406,382	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$765,037,142	BOYAmt
EOY	$840,669,960	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$5,687,314,187	BOYAmt
EOY	$4,804,986,772	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$21,361,667,853	BOYAmt
EOY	$18,893,785,554	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$748,928,644	BOYAmt
EOY	$711,331,789	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,343,107,763	BOYAmt
EOY	$25,877,392,654	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$343,309,373	BOYAmt
EOY	$257,691,395	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$59,666,530	BOYAmt
EOY	$36,751,271	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$771,935,538	BOYAmt
EOY	$773,837,678	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$39,390,298	BOYAmt
EOY	$39,428,489	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,029,871,412	BOYAmt
EOY	$730,014,837	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,244,173,151	BOYAmt
EOY	$1,837,723,670	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,098,934,612	BOYAmt
EOY	$24,039,668,984	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,098,934,612	BOYAmt
EOY	$24,039,668,984	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$29,343,107,763	BOYAmt
EOY	$25,877,392,654	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,131,187,602	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,304,957,036	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$114,503,806	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ASU affiliated hospitals	BusinessNameLine1Txt

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$112,500	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$8,012	OtherActivitiesAmt
Total Lobbying Expenditures	$120,512	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	SCHEDULE C, PART II-B, LINE 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.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$10,248,413	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$857,362,804	OtherCostOrOtherBasisAmt
Depreciation	$434,277,066	DepreciationAmt
Book Value	$433,334,151	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$347,137,748	OtherCostOrOtherBasisAmt
Depreciation	$336,548,744	DepreciationAmt
Book Value	$10,589,004	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$750,523,024	OtherCostOrOtherBasisAmt
Depreciation	$514,580,572	DepreciationAmt
Book Value	$235,942,452	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$921,448	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$62,190,486	OtherCostOrOtherBasisAmt
Book Value	$63,111,934	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$840,669,960	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY	$6,899,709,829	F
REAL ASSETS	$1,905,467,831	F
PUBLIC EQUITY	$5,293,449,413	F
INDEPENDENT RETURN	$4,795,158,481	F
DISTRESSED & CREDIT SENSITIVE
HEDGED EQUITY
MARKET NEUTRAL

Field	Value	IRS element (for citing)
Total Book Value Securities	$18,893,785,554	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
INVESTMENTS PAYABLES	$65,197,564
INVESTMENTS AND DERIVATIVE LIABILITIES	$97,410,524
DEFERRED COMPENSATION LIAB	$64,500,273
DEFERRED INCOME	$776,153
REPURCHASE OBLIGATIONS	$301,644,000
LEASE OBLIGATIONS	$178,204,481
OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL	$22,281,842

Field	Value	IRS element (for citing)
Total Liability	$730,014,837	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to the year ended August 31, 2018.	ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt	EmployeeEmployeeCnt
Central America and the Caribbean	Investments	$7,556,893,597
North America (Canada & Mexico only)	Investments	$310,745,307
Europe (Including Iceland and Greenland)	Investments	$1,705,845,468
South Asia	Investments	$211,738
Sub-Saharan Africa	Investments	$7,726,781
Central America and the Caribbean	Investment Management Fees	$5,524,857
North America (Canada & Mexico only)	Investment Management Fees	$1,997,376
Europe (Including Iceland and Greenland)	Investment Management Fees	$17,458,723
Europe (Including Iceland and Greenland)	Grantmaking	$201,620
Sub-Saharan Africa	Grantmaking	$375,000
Europe (Including Iceland and Greenland)	Program Services	$2,000,291	Science Ed / e-Life
North America (Canada & Mexico only)	Program Services	$23,383	Science Ed / Educational Media	4
East Asia and the Pacific	Program Services	$395,853	Science Ed / Tangled Bank	1
Europe (Including Iceland and Greenland)	Program Services	$3,619,145	Science Ed / Tangled Bank	23
North America (Canada & Mexico only)	Program Services	$370,388	Science Ed / Tangled Bank	4
South America	Program Services	$6,030	Science Ed / Tangled Bank	1
South Asia	Program Services	$246,284	Science Ed / Tangled Bank	3
Sub-Saharan Africa	Program Services	$19,544	Science Ed / Tangled Bank	8
East Asia and the Pacific	Program Services	$55,473	Medical Research
Europe (Including Iceland and Greenland)	Program Services	$532,241	Medical Research
Europe (Including Iceland and Greenland)	Program Services	$13,951	Science Ed / Educational Media
Central America and the Caribbean	Program Services	$945	Medical Research
North America (Canada & Mexico only)	Program Services	$27,546	Medical Research
Europe (Including Iceland and Greenland)	Program Services	$1,512	Science Ed
Middle East and North Africa	Program Services	$13,118	Medical Research
South America	Program Services	$17,890	Medical Research

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	33	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	11	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	44	TotalEmployeeCnt
Subtotal Spent	$9,613,395,557	SubtotalSpentAmt
Continuation Spent	$928,504	ContinuationSpentAmt
Total Spent	$9,614,324,061	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)	Open Access	$201,620	WIRE
Sub-Saharan Africa	Science Education	$375,000	WIRE

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds	DURING ITS 2022 FISCAL YEAR, HHMI CONTINUED TO SUPPORT INTERNATIONAL RESEARCH SCHOLARS SELECTED THROUGH ONE OR MORE COMPETITIONS OPEN TO ALL ELIGIBLE APPLICANTS. THE PROCEDURES DESCRIBED IN THIS SECTION ARE RELATED TO GRANTS THAT WERE ACCRUED IN A PREVIOUS FISCAL YEAR. 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. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. 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.
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; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements	EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SUB-SAHARAN AFRICA-Accrual

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (54 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American University
American University	Washington	DC	20016	530196549	501(c)(3)	$10,000	Driving Change Learn. Comm.
Boston University
Boston University	Boston	MA	02215	042103547	501(c)(3)	$10,000	Driving Change Learn. Comm.
Brandeis University
Brandeis University	Waltham	MA	02453	042103552	501(c)(3)	$10,000	Driving Change Learn. Comm.
Brown University
Brown University	Providence	RI	029129100	050258809	501(c)(3)	$10,000	Driving Change Learn. Comm.
Clarkson University
Clarkson University	Potsdam	NY	136991401	150543659	501(c)(3)	$10,000	Driving Change Learn. Comm.
Clemson University
Clemson University	Clemson	SC	296345355	576000254	South Carolina	$10,000	Driving Change Learn. Comm.
Illinois State University
Illinois State University	Normal	IL	61761	376014070	Illinois	$10,000	Driving Change Learn. Comm.
Louisiana State Univ
Louisiana State Univ	Baton Rouge	LA	70803	726000848	501(c)(3)	$10,000	Driving Change Learn. Comm.
Loyola Marymount
Loyola Marymount	Los Angeles	CA	90045	951643334	501(c)(3)	$10,000	Driving Change Learn. Comm.
Ohio State Univ
Ohio State Univ	Columbus	OH	432101016	316025986	Ohio	$10,000	Driving Change Learn. Comm.
Oklahoma State U
Oklahoma State U	Stillwater	OK	740781031	731383996	Oklahoma	$10,000	Driving Change Learn. Comm.
Rice University
Rice University	Houston	TX	77005	741109620	501(c)(3)	$10,000	Driving Change Learn. Comm.
Rutgers University-Camden
Rutgers University-Camden	Camden	NJ	08102	226001086	501(c)(3)	$10,000	Driving Change Learn. Comm.
State University of New York-Albany
State University of New York-Albany	Albany	NY	12201	141368361	New York	$10,000	Driving Change Learn. Comm.
Dartmouth College
Dartmouth College	Hanover	NH	03755	020222111	501(c)(3)	$10,000	Driving Change Learn. Comm.
University of Arizona
University of Arizona	Tucson	AZ	85717	742652689	Arizona	$10,000	Driving Change Learn. Comm.
University of California-Davis
University of California-Davis	Davis	CA	95618	946036494	California	$10,000	Driving Change Learn. Comm.
University of California-Irvine
University of California-Irvine	Irvine	CA	92610	952226406	California	$10,000	Driving Change Learn. Comm.
University of Connecticut
University of Connecticut	Storrs	CT	06269	060772160	Connecticut	$10,000	Driving Change Learn. Comm.
University of Dayton
University of Dayton	Dayton	OH	45469	310536715	501(c)(3)	$10,000	Driving Change Learn. Comm.
University of Illinois at Chicago
University of Illinois at Chicago	Chicago	IL	606124305	376000511	Illinois	$10,000	Driving Change Learn. Comm.
University of Maryland Eastern Shore
University of MD Eastern Shore	Princess Anne	MD	21853	526002033	Maryland	$10,000	Driving Change Learn. Comm.
University of Utah
University of Utah	Salt Lake City	UT	84112	876000525	UTAH	$10,000	Driving Change Learn. Comm.
University of Wisconsin-Milwaukee
University of Wisconsin-Milwaukee	Milwaukee	WI	53201	391805963	WISCONSIN	$10,000	Driving Change Learn. Comm.
Vanderbilt University
Vanderbilt University	Nashville	TN	372401591	620476822	501(c)(3)	$10,000	Driving Change Learn. Comm.
Washington University-St Louis
Washington University-St Louis	St Louis	MO	63112	430653611	501(c)(3)	$10,000	Driving Change Learn. Comm.
Wayne State University
Wayne State University	Detroit	MI	48202	386028429	501(c)(3)	$10,000	Driving Change Learn. Comm.
Massachusetts Institute of Technology
MIT	Cambridge	MA	02139	042103594	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
Princeton University
Princeton University	Princeton	NJ	08540	210634501	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
UCLA
UCLA	Los Angeles	CA	900246505	956006143	California	$1,280,000	H. Gray Scholars - Faculty
Stanford University
Stanford University	San Francisco	CA	941444253	941156365	501(c)(3)	$1,280,000	H. Gray Scholars - Faculty
The Pennsylvania State University
The Pennsylvania State University	University Park	PA	168027000	246000376	Pennsylvania	$1,280,000	H. Gray Scholars - Faculty
University of Minnesota Medical School
Univ of MN Medical School	Minneapolis	MN	55455	416007513	Minnesota	$1,280,000	H. Gray Scholars - Faculty
Stanford University
Stanford University	San Francisco	CA	941444253	941156365	501(c)(3)	$745,789	H. Gray Scholars - Grant
College of the Holy Cross
College of the Holy Cross	Worcester	MA	016102395	042103558	501(c)(3)	$100,000	Inclusive Excellence 3 Learning Community
Drexel University
Drexel University	Philadelphia	PA	19102	231352630	501(c)(3)	$100,000	Inclusive Excellence 3 Learning Community
Florida State University
Florida State University	Tallahassee	FL	32310	593211153	Florida	$100,000	Inclusive Excellence 3 Learning Community
Franklin & Marshall College
Franklin Marshall College	Lancaster	PA	17604	231352635	501(c)(3)	$100,000	Inclusive Excellence 3 Learning Community
University of Alaska Anchorage
University of Alaska Anchorage	Fairbanks	AK	997756540	926000147	Alaska	$100,000	Inclusive Excellence 3 Learning Community
University of La Verne
University of La Verne	La Verne	CA	91709	951644026	501(c)(3)	$100,000	Inclusive Excellence 3 Learning Community
University of Nebraska-Lincoln
University of Nebraska-Lincoln	Lincoln	NE	68583	470049123	Nebraska	$100,000	Inclusive Excellence 3 Learning Community
Loudoun County Public Schools
Loudoun County Public Schools	Ashburn	VA	20176	541603768	Virginia	$3,000,000	Support of K-12 science education activities
Allen Institute
Allen Institute	Seattle	WA	981094307	912155317	501(c)(3)	$2,900,000	Medical Research
Memorial Sloan Kettering Cancer Ctr
Memorial Sloan Kettering Cancer Ctr	New York	NY	10017	131924236	501(c)(3)	$871,067	Medical Research
Northwestern Univ
Northwestern Univ	Evanston	IL	60208	362167817	501(c)(3)	$376,403	Medical Research
Harvard University
Harvard University	Cambridge	MA	02138	042103580	501(c)(3)	$1,429,799	Medical Research
Rockefeller Univ
Rockefeller Univ	New York	NY	10065	131624158	501(c)(3)	$43,816	Medical Research
The University Of Penn
The University Of Penn	Philadelphia	PA	191046205	231352685	501(c)(3)	$458,324	Medical Research
UNC Chapel Hill
UNC Chapel Hill	Chapel Hill	NC	275997248	566001393	North Carolina	$2,026,905	Medical Research
Whitehead Institute
Whitehead Institute	Cambridge	MA	021421479	061043412	501(c)(3)	$300,000	Medical Research
Boys & Girls Clubs of Greater Washington
Boys-Girls Clubs of Gr Wash DC	Washington	DC	20019	530236759	501(c)(3)	$150,000	Support of K-12 science education activities
Amer Society For Cell Biology
Amer Society For Cell Biology	Rockville	MD	20852	396054285	501(c)(3)	$50,000	Support for the San Francisco Declaration on Research Assessment (DORA)
New Venture Fund
New Venture Fund	Washington	DC	20036	205806345	501(c)(3)	$100,000	Support of SPARC's Open Research Funders Group
Association of American Universities
Assoc of American Universities	Washington	DC	20005	521947112	501(c)(3)	$403,163	SUPPORT FOR AAU LEARNING COMMUNITY

Field	Value	IRS element (for citing)
Total501c3 Org	54	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
GILLIAM FELLOWSHIPS	54	$8,359,000
FACULTY SCHOLARS	1	$204,780

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES	$371,073	$0	$0	$0	$34,576	$0	$29,000	$0	$16,026	$0	$450,675	$0	$0	$0
SUSAN S PLOTNICK
DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22)	$236,436	$0	$0	$0	$30,426	$0	$26,597	$0	$31,505	$0	$324,964	$0	$0	$0
MONIQUE L MARCUS
CONTROLLER	$231,875	$0	$0	$0	$10,943	$0	$24,187	$0	$36,329	$0	$303,334	$0	$0	$0
LAUREN T SPILIOTES ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 1/22)	$449,272	$0	$0	$0	$38,654	$0	$29,000	$0	$28,209	$0	$545,135	$0	$0	$0
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION	$760,694	$0	$0	$0	$50,640	$0	$29,000	$0	$27,642	$0	$867,976	$0	$0	$0
DANIEL A CRONIN MBA PHD
VP & CHIEF FINANCIAL & OPERATING OFFICER	$621,699	$0	$50,000	$0	$42,225	$0	$29,000	$0	$12,906	$0	$755,830	$0	$0	$0
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY	$682,325	$0	$0	$0	$47,796	$0	$29,000	$0	$42,604	$0	$801,725	$0	$0	$0
RONALD VALE PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS	$688,016	$0	$50,000	$0	$27,555	$0	$29,000	$0	$34,866	$0	$829,437	$0	$0	$0
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER	$805,028	$0	$534,180	$0	$40,116	$0	$29,000	$0	$39,162	$0	$1,447,486	$0	$0	$0
JEREMY COMPTON
ASSOCIATE COMPTROLLER (AS OF 5/22)	$171,082	$0	$0	$0	$6,301	$0	$17,218	$0	$11,819	$0	$206,420	$0	$0	$0
ERIN K O'SHEA PHD
PRESIDENT	$1,412,299	$0	$0	$0	$72,250	$0	$29,000	$0	$35,350	$0	$1,548,899	$0	$0	$0
DAVID E CLAPHAM PHD
VP & CHIEF SCIENTIFIC OFFICER (THRU 1/22)/SENIOR GROUP LEADER	$690,448	$0	$0	$0	$91,679	$0	$29,000	$0	$42,809	$0	$853,936	$0	$0	$0
LESLIE B VOSSHALL PHD
INVESTIGATOR/VP & CHIEF SCIENTIFIC OFFICER (AS OF 2/22)	$326,859	$0	$0	$0	$385,657	$0	$29,000	$0	$36,832	$0	$778,348	$0	$0	$0
ANN K BATLLE ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 1/22)	$272,621	$0	$0	$0	$10,207	$0	$28,267	$0	$33,722	$0	$344,817	$0	$0	$0
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPS	$490,350	$0	$468,463	$0	$38,030	$0	$29,000	$0	$38,298	$0	$1,064,141	$0	$0	$0
ERIC KANDEL MD
INVESTIGATOR	$763,985	$0	$0	$0	$59,622	$0	$29,000	$0	$41,910	$0	$894,517	$0	$0	$0
GREGORY DENINNO
MANAGING DIRECTOR, PRIVATE MARKETS	$466,526	$0	$776,049	$0	$37,146	$0	$29,000	$0	$21,754	$0	$1,330,475	$0	$0	$0
RICHARD A PENDER
MANAGING DIRECTOR, PUBLIC MARKETS	$546,151	$0	$891,582	$0	$42,355	$0	$29,000	$0	$35,173	$0	$1,544,261	$0	$0	$0
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER (THRU 6/21)	$558,981	$0	$1,014,806	$0	$14,648	$0	$29,000	$0	$17,481	$0	$1,634,916	$0	$0	$0
ROBERT J KOLYER JR
MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21)	$279,552	$0	$364,348	$0	$110,075	$0	$29,000	$0	$19,862	$0	$802,837	$0	$0	$0
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC	$516,128	$0	$0	$0	$48,133	$0	$29,000	$0	$36,745	$0	$630,006	$0	$0	$0
DENNIS MCKEARIN PHD
SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS	$424,749	$0	$0	$0	$20,154	$0	$29,000	$0	$33,548	$0	$507,451	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	UNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS, AND ITS PRESIDENT, VICE PRESIDENTS, AND CERTAIN ADVISORY GROUP MEMBERS FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS OF THREE HOURS OR MORE. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE COACH MAY BE FIRST CLASS. AS AN ALTERNATIVE, HHMI MAY REIMBURSE FOR THE COST OF COACH AIRFARE PLUS THE COST OF AN UPGRADE TO TRAVEL AT ONE LEVEL ABOVE COACH FOR A FLIGHT OF THREE HOURS OR MORE. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 2022, 2 OFFICERS AND 3 TRUSTEES FLEW FIRST CLASS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	IN FISCAL YEAR 2022, 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. ALSO IN FISCAL YEAR 2022, 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 AN OFFICER WHO RELOCATED TO TAKE A POSITION WITH HHMI, WHICH MAY BE USED TO COVER THE INDIVIDUAL'S MORTGAGE OR RENT PAYMENTS. THE HOUSING ASSISTANCE PROGRAM IS TREATED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 7 Non-fixed payments	HHMI HAS AN INCENTIVE COMPENSATION PLAN FOR ITS SENIOR INVESTMENT STAFF WHICH PROVIDES AN INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY COMPONENT BASED ON EXCEPTIONAL PERFORMANCE TIED TO CERTAIN ATTRIBUTES THAT ARE NOT TIED TO INVESTMENT PERFORMANCE. AWARDS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception	WHEN RECRUITING INDIVIDUALS FOR HIGH-LEVEL POSITIONS, HHMI TYPICALLY ENTERS INTO INITIAL CONTRACTS. HHMI HAS ENTERED INTO INITIAL CONTRACTS WITH A NUMBER OF VICE PRESIDENTS. HHMI'S STANDARD PRACTICE IS TO HAVE INDEPENDENT COMPENSATION CONSULTANTS REGULARLY REVIEW AND CONFIRM THE REASONABLENESS OF COMPENSATION OF HHMI'S OFFICERS AND KEY EMPLOYEES, REGARDLESS OF WHETHER THE INITIAL CONTRACT EXCEPTION APPLIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	false
B	false
C	false
D	false

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I Part I	The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7.
Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds	The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013 and 6/6/2019 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 4a Part IV, Line 4a	Yes, for the bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2008 and 5/15/2013.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/09/2018
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/19/2018

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MEDCO
A	521376562	574205FZ8	2008-05-15	$76,500,000	REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990	false	false	false
LOUDOUN COUNTY IDA
B	521310230	54601TAA4	2019-06-06	$51,773,425	FINANCE CONSTRUCTION OF JANELIA APT C	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$76,500,000	$0	$0	$0	$0	$0	$0	$0	$76,500,000	$0	1993	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$52,384,157	$0	$0	$0	$772,575	$0	$0	$51,611,582	$0	$0	2021	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	false
B	false

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VIKNESH SIVANATHAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	SPOUSE	RelationshipDescriptionTxt
Transaction	$168,808	TransactionAmt
Transaction	SALARY & BENEFITS	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS	FormAndLineReferenceDesc
Explanation	AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4b Program Service Description	Through its Science Education 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) Science Education Grant and Research Programs 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 excluded because of their ethnicity or race, first-generation college students, students who transfer from community colleges, and working adults with families. In two earlier rounds of competition (IE1 and IE2), 57 institutions were selected to receive five year grants beginning in 2017 and 2018. In the spring of 2019, HHMI announced the third round (IE3) of competition for the initiative, with the goal of adding more schools to the program in the fall of 2021. With the help of an external panel of experts, HHMI selected 108 finalists out of 354 proposals which were invited to form a Learning Community; 104 accepted the invitation and are organized into seven Learning Community Clusters (LCC) each of which comprises approximately 15 institutions. Each LCC is focused on one of three challenges: (i) improving the content of the introductory STEM curriculum, (ii) evaluating and rewarding inclusive teaching, or (iii) building genuine partnerships between two- and four-year institutions. During Phase One, each of the 104 finalist institutions was awarded a learning grant and each LCC a planning grant. These initial awards have been used by the schools to expand their understanding of the barriers to inclusion in the context of their selected challenge. In FY22, each of the LCCs collectively designed and proposed collaborative projects aimed at their respective challenge, and HHMI will begin funding the projects in the fall of 2022. HHMI completed a pilot project with the University of Maryland, Baltimore County (UMBC), the Pennsylvania State University, and the University of North Carolina at Chapel Hill, in the collaborative Meyerhoff Adaptation Project. The pilot project aims to learn whether elements of UMBC's highly regarded Meyerhoff Scholars Program can be adapted and successfully implemented at other research universities. Building on what is being learned through the Meyerhoff Adaptation Project pilot, in 2019 HHMI announced a new initiative called Driving Change, which, over four rounds of funding, will award up to 24 grants to US research universities. Driving Change grantees will: (i) develop and implement institution-centered activities aimed at creating a more inclusive STEM learning environment for all schools; (ii) develop and implement student-centered activities that will strive to achieve the outcomes of UMBC's Meyerhoff Scholars Program; and (iii) actively participate in a learning community of Driving Change institutions. In the first round, 99 universities submitted Letters of Intent, and 38 were selected as finalists. Over the last two-plus years, the finalists formed a learning community which meets regularly so that the finalist universities can share with one another what they are learning from their institutional self-studies. In FY22, HHMI received 25 proposals and, with the advice of peer reviewers, selected six universities as the first Driving Change cohort. The first grant payments will be distributed in the fall of 2022. The HHMI Professors Program empowers accomplished science faculty at leading research universities to apply the rigor and creativity that make them successful in research to important challenges in undergraduate science education. HHMI Professors model fundamental reform in the way undergraduate science is taught at research universities through innovative teaching and are encouraged to share ideas and collaborate with their peers to improve science education. In addition to their commitment to student learning, these highly visible scientists have developed new educational resources and implemented novel mentoring programs to support students. To date, 69 scientists have been named HHMI Professors. In FY22, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added 11 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 14 years (2008 - 2022), the SEA-PHAGES program has involved more than 40,000 students-primarily freshmen and sophomores-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 200 publications, many including SEA-PHAGES students and faculty as co-authors. In 2019, a second, more advanced course was created called SEA-GENES (Gene function Exploration by a Network of Emerging Scientists). In SEA-GENES, 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. There are now 25 colleges and universities participating in SEA-GENES. HHMI's Gilliam Fellowships for Advanced Study Program supports PhD students who plan to pursue careers in academic science and who are committed to advancing diversity and inclusion in science. In FY22, HHMI made 51 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 diversity and inclusion activities on the fellow's campus. In addition to supporting the graduate student, the award provides the fellow's dissertation adviser training in culturally aware mentoring. In FY22, HHMI continued support of three laboratories that provide professional development to scientists. The three grantee institutions are the Cold Spring Harbor Laboratory on Long Island, New York, the Jackson Laboratory in Bar Harbor, Maine, and the Marine Biological Laboratory in Woods Hole, Massachusetts. Together, the three institutions are important resources for the scientific community, annually engaging hundreds of scientists at different levels of professional development-graduate students, postdoctoral scientists, and faculty members-in advanced courses and workshops, mainly during the summer. In FY22, HHMI continued support of K-12 science education activities in Maryland and Virginia. These local grantee organizations include: the Audubon Naturalist Society, the Chesapeake Bay Foundation, Loudoun County (Virginia) Public Schools, Montgomery County (Maryland) Public Schools, and Prince George's (Maryland) Public Schools. HHMI funded programs include nature-based learning activities for students, parents, teachers, and principals; research internships for high school students; science curriculum development; professional development for middle school and high school teachers; and resource centers that enable teachers to provide authentic laboratory experiences for their students.
Form 990, Part III, Line 4b Program Service Description (Continued)	(B) Educational Media Group 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 receives over three million visitors annually through its website, BioInteractive.org. The 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 2022, after more than two years of COVID travel restrictions, the BioInteractive team and Ambassador Community members started to travel again to attend and present in-person educator professional development workshops at national, regional, and local educational conferences and events. Virtual workshops direct from BioInteractive were started during the COVID pandemic and continue to be popular and are now a regular part of BioInteractive's outreach. These virtual events reach a more diverse and inclusive audience, especially those unavailable to access educational conferences and organizations. On July 5-8, 2022, 60-plus BioInteractive Ambassadors met virtually to understand how science and society intermingle, with a focus on social inequities in STEM classrooms and building comfort and skills for facilitating difficult dialogues with students. On July 11-14, 2022, the 28 members of the 2020-2023 US BioInteractive Academy gathered for the first time in-person at HHMI's headquarters. The focus was development and presentation of BioInteractive workshops, giving and receiving feedback, and networking. Similarly, in December 2022 the 18 members of the 2020-2023 Mexico / Puerto Rico BioInteractive Ambassador Academy will gather in-person for the first time in Merida, Mexico. In July 2022, HHMI BioInteractive sponsored 50 staff and members of the Ambassador community to attend the July 21-23 National Science Teachers Association (NSTA) Conference in Chicago. In November 2022, BioInteractive sponsored over 100 individuals to attend the November 10-13 National Association of Biology Teachers (NABT) Conference in Indianapolis. HHMI BioInteractive offered twelve professional development workshops at NSTA and nine at NABT. In 2022 the Educational Media Group also developed and released a short video on genetic treatment for sickle cell disease and an interactive on exploring keystone species. (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. New films released this year: ALL THAT BREATHES - The film, which premiered at the Sundance film festival and earned the award for best documentary, follows two brothers who devote their lives to rescuing a bird - the black kite. From the tiny basement of their family business, they rescue tens of thousands of these mesmeric creatures that drop daily from the thick grey skies, and dream of someday building a proper wildlife hospital. The film became the first film to win best documentary at both the Sundance and Cannes film festivals, and went on to a theatrical run in the US starting in October. Critics, filmmakers, festival directors and audiences have praised the film for its hopeful story and stunning cinematography. The film will premiere on HBO in early 2023. ENDING HIV IN AMERICA - The film, which premiered on PBS/NOVA on October 5, asks the question: could we be on the verge of ending the AIDS epidemic in America, almost 40 years after the discovery of HIV? The film explores how scientists tackled one of the most elusive deadly viruses to infect humans. It also takes a look at whether innovative drugs can bring new infections to zero. Outreach screenings around the film are aimed at vulnerable communities in the US. Film Updates: MY GARDEN OF A THOUSAND BEES - This film, which premiered on Nature/PBS in October 2021, follows wildlife filmmaker Martin Dohrn during the COVID-19 lockdown of spring and summer 2020, as he films more than 60 species of bees in his urban garden in Bristol, England. Dohrn observes how differences in behavior set different species apart from each other. Eventually, he gets so close to the bees, he can identify individuals just by looking at them. Surrounding the film, the studio launched an educational outreach effort featuring video shorts about bees created in partnership with digital media brand Seeker and educational materials created with World Wildlife Fund and PBS Learning. In 2022, the studio focused efforts on launching the largest outreach campaign to date in partnership with PBS/Nature and StarNet, a network of libraries across the US. The outreach effort hosted more than 700 events at libraries, nature centers and community centers. Event hosts screened the film, distributed native wildflower seeds, and shared information about the importance of native bees and other pollinators. The film was also screened at large events, including the Smithsonian Folklife Festival on the national mall, and won numerous top awards from Jackson Wild, Wildscreen, and Kavli. OLIVER SACKS: HIS OWN LIFE - Scheduled to debut theatrically in the spring of 2020, after debuting at the Telluride Film Festival in 2019, the film ultimately launched theatrically in September 2020. With most theaters closed, the film debuted in the US and Canada mostly virtually through an innovative new platform called Kino Marquee that allowed patrons to purchase tickets from their local theaters to receive a streaming link to watch the film at home. The New York Times selected the film as a critic's pick and wrote a glowing review of the film. The NYT review is one of a long list of positive reviews including Variety which called it a tender and thrilling look at the sacred demons that drove the poetic neurologist of 'Awakenings,' Science, AARP which listed it as one of the 20 must see films this Fall, and Gold Derby, which listed the film as a serious awards contender. The film premiered on American Masters on PBS in April 2021 and is now being offered for free streaming to educational audiences across the US. (D) Hanna H. Gray Fellows Program Since 2017, HHMI has held regular open competitions to recruit and retain early-career scientists who are from gender, racial, ethnic, and other groups underrepresented in the life sciences, including those from disadvantaged backgrounds. 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 91 fellows to support, and will invest a total of up to $151 million for their support over eight years. A sixth competition is currently underway, with plans to select up to 25 new fellows by Summer 2023. (E) Faculty Scholars HHMI, together with the Simons Foundation, and the Bill & Melinda Gates Foundation continued to provide grant support to 67 Faculty Scholars during the current fiscal year, early-career scientists who have great potential to make unique contributions to their field. The scientists represent 36 institutions across the United States. Through the Faculty Scholars Program, HHMI and its partner philanthropies will spend up to $67.5 million over five years to support the scientists selected to receive grants. The range of five-year grant award totals is $600,000-$1.8 million, including indirect costs. Faculty Scholars are required to devote at least 50 percent of their total effort to the direct conduct of research. (F) 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 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 publishes articles online on a regular basis.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE HOWARD HUGHES MEDICAL INSTITUTE'S FORM 990 IS INITIALLY PREPARED BY ITS TAX COMPLIANCE DEPARTMENT, IN COORDINATION WITH OTHER HHMI DEPARTMENTS AS NEEDED. THE DRAFT RETURN IS REVIEWED BY SENIOR MANAGEMENT OF HHMI AND BY ATTORNEYS IN HHMI'S OFFICE OF THE GENERAL COUNSEL. FOLLOWING THESE REVIEWS AND THE RESOLUTION OF ANY QUESTIONS THAT HAVE BEEN RAISED, THE DRAFT RETURN IS REVIEWED BY HHMI'S OUTSIDE TAX PREPARER. FINALLY, A COPY OF THE RETURN IS PROVIDED TO THE MEMBERS OF HHMI'S BOARD OF TRUSTEES SO THAT THEY HAVE AN OPPORTUNITY TO REVIEW AND COMMENT ON THE RETURN BEFORE IT IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policy	IN ADDITION TO HHMI'S CODE OF CONDUCT, WHICH ADDRESSES CONFLICTS OF INTEREST AND APPLIES TO ALL HHMI EMPLOYEES, OFFICERS, TRUSTEES, AND ADVISORS, HHMI HAS SPECIFIC CONFLICT OF INTEREST POLICIES FOR DIFFERENT CATEGORIES OF PERSONNEL. UNDER THE HHMI POLICIES THAT APPLY TO TRUSTEES, OFFICERS, AND KEY EMPLOYEES, THESE INDIVIDUALS MUST DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, AND MUST CERTIFY ANNUALLY THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THAT APPLIES TO THEM. ANNUAL DISCLOSURES AND CERTIFICATIONS ARE REVIEWED BY HHMI'S OFFICE OF THE GENERAL COUNSEL, AND BY OTHER HHMI MANAGERS AS NEEDED. THE CONFLICT OF INTEREST POLICY COVERING HHMI'S TRUSTEES ALSO REQUIRES EACH TRUSTEE TO DISCLOSE TO THE OTHER TRUSTEES ANY ACTUAL OR APPARENT CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED HHMI TRANSACTION. IF THE OTHER TRUSTEES DECIDE THAT THERE IS ONLY THE APPEARANCE OF A CONFLICT OF INTEREST, AND THAT IT COULD NOT REASONABLY BE CONSIDERED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF THE DISCLOSING TRUSTEE WITH RESPECT TO THE TRANSACTION AT ISSUE, NO FURTHER ACTION IS REQUIRED TO ADDRESS THE APPARENT CONFLICT. IN ALL OTHER CASES, INCLUDING ALL ACTUAL CONFLICTS OF INTEREST, THE DISCLOSING TRUSTEE IS NOT PERMITTED TO PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION UNDER CONSIDERATION, AND MUST LEAVE THE ROOM DURING THE DELIBERATION AND VOTE. THE CONFLICT OF INTEREST POLICIES COVERING HHMI'S OFFICERS AND KEY EMPLOYEES REQUIRE EACH COVERED INDIVIDUAL TO OBTAIN SUPERVISORY APPROVAL UP TO THE LEVEL OF HHMI'S PRESIDENT BEFORE ENTERING INTO AN AFFILIATION WITH OR ACQUIRING AN INTEREST OF 1% OR MORE IN ANY ENTITY THAT IS OR MAY BECOME A RECIPIENT OF HHMI FUNDS. HHMI'S PRESIDENT, IN CONSULTATION WITH HHMI'S GENERAL COUNSEL, MAY PERMIT THE AFFILIATION OR INTEREST IF IT WOULD NOT INTERFERE WITH THE COVERED INDIVIDUAL'S PERFORMANCE OF HIS OR HER HHMI RESPONSIBILITIES, WOULD NOT CREATE THE APPEARANCE OF A CONFLICT OF INTEREST, AND WOULD BE CONSISTENT WITH SOUND BUSINESS JUDGMENT. HHMI'S PRESIDENT MAY SET CONDITIONS ON APPROVAL, FOR EXAMPLE THAT THERE BE NO REMUNERATION TO THE COVERED INDIVIDUAL. PROPOSED AFFILIATIONS AND INTERESTS OF 1% OR MORE OF HHMI'S PRESIDENT ARE SUBJECT TO THE APPROVAL OF THE CHAIRMAN OF THE TRUSTEES.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT & 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 2022 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2023: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	THE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT & 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 2022 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2023: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS.
Form 990, Part VI, Line 19 Required documents available to the public	HHMI MAKES A COPY OF ITS CHARTER AVAILABLE ON THE HHMI WEBSITE. HHMI'S BY-LAWS ARE AVAILABLE ON REQUEST. HHMI'S CODE OF CONDUCT, WHICH ADDRESSES CONFLICTS OF INTEREST, IS AVAILABLE TO THE PUBLIC ON THE HHMI WEBSITE. A DOWNLOADABLE COPY OF HHMI'S MOST RECENT AUDITED FINANCIAL STATEMENTS IS ALSO AVAILABLE TO THE PUBLIC ON THE WEBSITE.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	EXTERNAL SHARED RESOURCE REVENUE - Total Revenue: 1890, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1890; MISCELLANEOUS INCOME - Total Revenue: 13331, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13331;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Grant write-offs - 655158; Grant refunds - 940856; Other components of net periodic benefit cost - XXX-XX-XXXX;
Schedule A, Part I, Line 4 List of Hospital Affiliations	List of hospital affiliations for e-filing: Hospital, City, State, Zip Code - Brigham & Women's Hospital, Boston, MA 02115/ Baylor affil hosps, Houston, TX 77030/ Beth Israel Deaconess Med Ctr, Boston, MA 02215/ Brandeis affil hosps, Waltham, MA 02254/ CalTech affil hosps, Pasadena, CA 91125/ Carnegie affil hosp, Baltimore, MD 21218/ Boston Children's Hosp, Boston, MA 02115/ Columbia affil hosps, New York, NY 10027/ Cornell affil hosp, New York, NY 14853/ CSHL affil hosps, Cold Spring Harbor, NY 11724/ 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/ Northwestern Univ affil hosps, Evanston, IL 60208/ NYU affil hosps, New York, NY 10016/ OHSU Hosp, Portland, OR 97239/ Princeton affil hosps, Princeton, NJ 08544/ PSU affil hosps, State College, PA 16802/ Rockefeller Hosp, New York, NY 10021/ Salk Institute affil hosps, La Jolla, CA 92093/ Scripps Institute affil hosps, La Jolla, CA 92037/ St. Jude Children's Research Hosp, Memphis, TN 38105/ Stanford affil hosps, Palo Alto, CA 94305/ Stowers Institute affil hosps, Kansas City, MO 64110/ UC Berkeley affil hosps, Berkeley, CA 94720/ UC Davis affil hosp, Davis, CA 95616/ Univ of Chicago affil hosp, Chicago, IL 60637/ UCLA Med Ctr affil hosps, Los Angeles, CA 90095/ Univ of Colorado affil hosp, Boulder, CO 80309/ Univ of Colorado affil hosp, Denver, CO 80204/ UC Santa Cruz affil hosps, Santa Cruz, CA 95064/ UC San Diego affil hosps, San Diego, CA 92093/ UCSF affil hosps, San Francisco, CA 94143/ Univ of Illinois affil hosp, Urbana, IL 61801/ Univ of Iowa affil hosps, Iowa City, IA 52242/ UMass Med Ctr, Worcester, MA 01605/ UMD Baltimore County affil hosp, Baltimore, MD 21201/ UMD College Park affil hosp, College Park, MD 20742/ 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/ Univ of Virginia affil hosps, Charlottesville, VA 22903/ Univ of Wash Med Ctr, 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 ended August 31, 2022, as its expenditures of $855,939,253 on a cash basis for the year ended August 31, 2021 exceeded the MRO requirement of $838,082,904 (3.5% of the HHMI endowment).

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
HHMI I LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI II LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$15,665,379	$9,678
HHMI III LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI IV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI V LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI VI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI VII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$1,094,620	$40,351,516
HHMI VIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XIV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI XV LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
HHMI-SA LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	RESEARCH	DE	HHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	VA	HHMI	-$253,074
LSV ADVANTAGE INTERNATIONAL III LLC
540 MADISON AVENUE 33RD FL	New York	NY	10022	INVESTMENT	DE	HHMI	-$32,756	$4,733,766
LSV ADVANTAGE INTERNATIONAL III-B LLC
540 MADISON AVENUE 33RD FL	New York	NY	10022	INVESTMENT	DE	HHMI	$15,497,985	$93,071,182
LSV ADVANTAGE INTL III (CAYMAN) LTD
				INVESTMENT		HHMI	-$25,330	$2,254,284	89 NEXUS WAY 2/F CAMANA BAY	GRAND CAYMAN	CJ	KY11205	980689621	CJ
LSV ADVANTAGE INTL III-B (CAYMAN) LTD
				INVESTMENT		HHMI	$11,147,910	$23,068,619	89 NEXUS WAY 2/F CAMANA BAY	GRAND CAYMAN	CJ	KY11205	981087158	CJ
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	FILM PROD	DE	HHMI		$2,627					471329820
PSG LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	VA	HHMI
SPRUGOS INVESTMENTS II LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$1,224,951	$287,170,770
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS V LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS VII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$33,386,505	$340,361
SPRUGOS INVESTMENTS VIII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	$320,622	$204,602,477
SPRUGOS INVESTMENTS X LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
SPRUGOS INVESTMENTS XI LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI	-$8,947,743
SPRUGOS INVESTMENTS XII LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	INVESTMENT	DE	HHMI
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROAD	CHEVY CHASE	MD	20815	FILM PROD	DE	HHMI	$1,162,470

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Address Line2USAddress/AddressLine2Txt
AGHAP FEEDER LLC
601 CARLSON PKWY STE 200	MINNETONKA	MN	55305	822892485	INVESTMENT	DE	HHMI	Excluded	$22,293,368	$1,165,146	false	$1,553,823	false	0
APCM OPPORTUNITY FUND LP
530 FIFTH AVENUE 20TH FLOOR	NEW YORK	NY	10036	841808166	INVESTMENT	DE	HHMI	Excluded	$2,801,352	$101,556,416	false		false	0.99
BLOSSOM CAPITAL CO-INVESTMENT (CH) LP
					INVESTMENT		HHMI	Excluded	$0	$0	false		false	0.62	GK
BLOSSOM CAPITAL CO-INVESTMENT (MP) LP
					INVESTMENT		HHMI	Excluded	-$79,114	$30,070,759	false		false	0.5	GK
BLOSSOM CAPITAL CO-INVESTMENT (P1) LP
					INVESTMENT		HHMI	Excluded	$0	$0	false		false	1	GK
BLOSSOM CAPITAL CO-INVESTMENT (T1) LP
					INVESTMENT		HHMI	Excluded	$0	$0	false		false	1	GK
BROWNING WEST SPV 3 LP
				862097815	INVESTMENT	DE	HHMI	Excluded	$321,061	$50,289,701	false		false	0.68		WALKERS CORPORATE	27 HOSPITAL ROAD	GEORGE TOWN	GRAND CAYMAN	CJ	KY19009
CERBERUS HH PARTNERS AIV LP
				854216473	INVESTMENT		HHMI	Excluded	$720,296	$4,253,887	false		false	0.85	CJ	ONE NEXUS WAY		CAMANA BAY	GRAND CAYMAN	CJ	KY19005
CERBERUS HH PARTNERS LP
				981102879	INVESTMENT		HHMI	Excluded	$4,811,204	$21,885,530	false		false	0.83	CJ	ONE NEXUS WAY		CAMANA BAY	GRAND CAYMAN	CJ	KY19005
DARK ROAST CAPITAL LP
130 W 42ND ST 20TH FL	NEW YORK	NY	10036	843603822	INVESTMENT	DE	HHMI	Excluded	$1,378,753	$29,601,855	false		false	0.6
DCVR HM STRATEGIC PARTNERS LP (FKA COLHM STRATEGIC PARTNERS LP)
515 SOUTH FLOWER ST 44TH FL	LOS ANGELES	CA	90071	453436140	INVESTMENT	CA	HHMI	Excluded	$1,022	$25,852,285	false		false	1
DIAKRISIS FUND LP
2777 SUMMER STREET SUITE 301	STAMFORD	CT	06905	352577920	INVESTMENT	CT	HHMI	Excluded	$19,624,242	$243,773,632	false		false	0.69
ECHO STREET CAPITAL CV 1 LLC
251 LITTLE FALLS DRIVE	WILMINGTON	DE	19808	352577921	INVESTMENT	DE	HHMI	Excluded	$0	$8,075,005	false		false	1
ELLINGTON SYSTEMATIC MASTER FUND LTD FKA HH ELLINGTON MASTER FUND LTD
				981020904	INVESTMENT		HH ELLINGTON SYSTEMATIC CREDIT FUND LTD	Excluded	$23,994,711	$490,521,825	false		false	0.94	CJ	WALKER HOUSE 87 MARY ST		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
EMMA 1 MASTER FUND LP
411 WEST PUTNAM AVENUE	GREENWICH	CT	06830	981500184	INVESTMENT		EMMA 1 FEEDER FUND LTD	Excluded	$16,735,225	$202,570,058	false		false	1	CJ
ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP
410 GREENWICH AVENUE	GREENWICH	CT	06830	823123572	INVESTMENT	CT	HHMI	Excluded	$7,537,899	$103,033,038	false		false	0.7
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
1313 DOLLEY MADISON BLVD	MCLEAN	VA	22101	825280920	INVESTMENT	VA	HHMI	Excluded	$2,943,501	$92,396,995	false		false	0.98								SUITE 306
GEM BVP CO-INV-A LP
900 NORTH MICHIGAN AVENUE	CHICAGO	IL	60611	472251559	INVESTMENT	IL	HHMI	Excluded	$0	$4,459,857	false		false	1								SUITE 1450
HH ELLINGTON MASTER FUND II LTD
				981416628	INVESTMENT		HH ELLINGTON FUND II LTD	Excluded	$0	$0	false		false	0	CJ	WALKER HOUSE 87 MARY ST		GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
HH HOLDCO CO-INVESTMENT FUND LP
32 BROADWAY SUITE 1201	NEW YORK	NY	10017	300864915	INVESTMENT	NY	HHMI	Excluded	$94,784	$2,574,878	false		false	0.9
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
					INVESTMENT		HHMI	Excluded	$4,471	$51,263,485	false		false	0.88	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP
					INVESTMENT		HHMI	Excluded	$20,859	$22,849,962	false		false	0.8	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
					INVESTMENT		HHMI	Excluded	$466	$5,585,760	false		false	0.81	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
					INVESTMENT		HHMI	Excluded	$466	$5,585,760	false		false	0.81	JE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
					INVESTMENT		HHMI	Excluded	$466	$5,585,760	false		false	0.81	JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
					INVESTMENT		HHMI	Excluded	$4,471	$51,263,485	false		false	0.88	JE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
					INVESTMENT		HHMI	Excluded	$4,471	$51,263,485	false		false	0.88	JE
MADISON ACQUISITION 4 LP
540 MADISON AVENUE 33RD FL	NEW YORK	NY	10022	364705548	INVESTMENT	DE	LSV ADVANTAGE INTERNATIONAL III-B LLC	Excluded	$1,267,375	$5,637,435	false		false	0.66
MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD
					INVESTMENT		MSOF HOLDINGS LTD	Excluded	$80,845,775	$143,741,286	false		false	0.95	CJ
MSOF HOLDINGS LTD
					INVESTMENT		MONARCH SPECIAL OPPORTUNITIES FUND LTD	Excluded	$80,845,775	$143,741,286	false		false	1	CJ
PRISMA CAPITAL SPECIAL SITUTATIONS FUND I C LP
				981468087	INVESTMENT		PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP	Excluded	$5,878,811	$40,445,412	false		false	0.57	CA	C/O 152928 CANADA INC 199 BAY ST	5300 COMMERCE COURT WEST	TORONTO	ONTARIO	CA	M5L1B9
PSSI CO-INVESTMENT 1 LP
				981492831	INVESTMENT		HHMI	Excluded	$7,458,880	$3,547,505	false		false	0.75	CA
PSSI COINVESTMENT 3 LP
				981536870	INVESTMENT		PSSI COINVESTMENT 3 FEEDER LP	Excluded	-$832,712	$20,161,016	false		false	1	CA
QED SOL HOLDINGS LLC
251 LITTLE FALLS DRIVE	WILMINGTON	DE	19808		INVESTMENT	DE	HHMI	Excluded	$0	$0	false		false	0.53
RCH OIL AND GAS MIDSTREAM FUND
3953 MAPLE AVENUE	DALLAS	TX	75219	831010065	INVESTMENT	TX	HHMI	Excluded	$42,085,547	$122,347,788	false		false	1								SUITE 180
SERENGETI MULTI-SERIES INTERMEDIATE LLC SERIES HH
					INVESTMENT	DE	SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH	Excluded	-$15,831,975	$0	false		false	0		2 BLOOR STREET EAST	SUITE 2700	TORONTO	ONTARIO	CA	M4W1A8
SERENGETI MULTI-SERIES MASTER LLC SERIES HH
					INVESTMENT	DE	SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH	Excluded	-$15,831,975	$0	false		false	0		2 BLOOR STREET EAST	SUITE 2700	TORONTO	ONTARIO	CA	M4W1A8
SOLUS OPPORTUNITIES FUND 2 LP
410 PARK AVENUE 11TH FLOOR	NEW YORK	NY	10022	463541945	INVESTMENT	NY	HHMI	Excluded	-$124	$19,930,556	false		false	0.88

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Address Line2USAddress/AddressLine2Txt	Address Line2ForeignAddress/AddressLine2Txt	EINEIN
37 CAPITAL BLUESCALE FUND LTD
100 FEDERAL STREET	BOSTON	MA	02110	INVESTMENT	CJ	HHMI	C Corporation	$9,833,385	$0	0	Yes (true)
BLANTYRE MULANJE SPC
				INVESTMENT	CJ	HHMI	C Corporation	$2,164,472	$18,162,957	0.61	Yes (true)	PO BOX 309 UGLAND HOUSE	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
				INVESTMENT	CJ	HHMI	C Corporation	$4,202,475	$129,836,983	0.68	Yes (true)	PO BOX 309 UGLAND HOUSE	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
BLANTYRE SPECIAL SITUATIONS FUND II LIMITED
				INVESTMENT	CJ	HHMI	C Corporation	-$266,267	$98,178,121	0.81	Yes (true)	PO BOX 309 UGLAND HOUSE	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
BRIARWOOD CAPITAL (OFFSHORE) LTD
130 W 42ND ST	NEW YORK	NY	10036	INVESTMENT	CJ	HHMI	C Corporation	$2,575,299	$124,136,617	0.86	Yes (true)						20TH FLOOR
EJF IB FINANCING LP
				INVESTMENT	CJ	HHMI	C Corporation	$666,600	$11,306,297	1	Yes (true)	WALKERS CORPORATE	GEORGE TOWN	GRAND CAYMAN	CJ	KY19008		27 HOSPITAL ROAD	981293036
ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD)
				INVESTMENT	CJ	HHMI	C Corporation	$23,728,073	$146,332,640	1	Yes (true)	WALKER HOUSE 87 MARY STREET	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104
EMMA 1 FEEDER FUND LTD
				INVESTMENT	CJ	HHMI	C Corporation	$16,734,986	$171,996,047	1	Yes (true)	89 NEXUS WAY CAMANA BAY	GEORGE TOWN	GRAND CAYMAN	CJ	KY11205			981500792
EPIRIS FUND II CO-INVESTMENT (B) 2 LP
				INVESTMENT	JE	HHMI	C Corporation	$70,392	$12,093,767	0.89	Yes (true)								981466593
HH ELLINGTON FUND II LTD
				INVESTMENT	CJ	HHMI	C Corporation	$37,314,504	$0	0	Yes (true)	WALKER HOUSE 87 MARY STREET	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104			981416785
LSV ADVANTAGE INTERNATIONAL III LTD
				INVESTMENT	CJ	HHMI	C Corporation	$0	$683,105	1	Yes (true)	89 NEXUS WAY 2/F CAMANA BAY	GEORGE TOWN	GRAND CAYMAN	CJ	KY11205			981300995
LSV ADVANTAGE INTERNATIONAL III-B LTD
				INVESTMENT	CJ	HHMI	C Corporation	$170,597	$15,440,150	1	Yes (true)	89 NEXUS WAY 2/F CAMANA BAY	GEORGE TOWN	GRAND CAYMAN	CJ	KY11205			981315328
LSV ADVANTAGE INTERNATIONAL III-C LTD
				INVESTMENT	CJ	HHMI	C Corporation	$4,013,165	$29,964,274	1	Yes (true)	89 NEXUS WAY 2/F CAMANA BAY	GEORGE TOWN	GRAND CAYMAN	CJ	KY11205			981331158
MONARCH SPECIAL OPPORTUNITIES FUND LTD
				INVESTMENT	CJ	HHMI	C Corporation	$80,848,968	$143,741,286	1	Yes (true)
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
				INVESTMENT	CJ	HHMI	C Corporation	$2,616,168	$218,858,304	0.97	Yes (true)	89 NEXUS WAY CAMANA BAY	GEORGE TOWN	GRAND CAYMAN	CJ	KY19007
PORTSEA FUND SICAV PLC
				INVESTMENT	MT	HHMI	C Corporation	$1,491,120	$154,640,548	0.69	Yes (true)
PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP
				INVESTMENT	CA	HHMI	C Corporation	$0	$0	0.89	Yes (true)	199 BAY ST 5300 COMMERCE COURT WES	TORONTO	ONTARIO	CA	M5L1B9
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
				INVESTMENT	CA	HHMI	C Corporation	$2,789,011	$65,342,430	1	Yes (true)	199 BAY ST 5300 COMMERCE COURT WES	TORONTO	ONTARIO	CA	M5L1B9			981492831
PSSI COINVESTMENT 3 FEEDER LP
				INVESTMENT	CA	HHMI	C Corporation	$2,141,174	$19,440,728	1	Yes (true)								981552419
SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH
				INVESTMENT	CJ	HHMI	C Corporation	-$16,274,962	$0	0	Yes (true)	2 BLOOR STREET EAST STE 2700	TORONTO	ONTARIO	CA	M4W1A8
SPECIAL SITUATIONS HH CARRY LP
				INVESTMENT	CJ	HHMI	C Corporation	$0	$3,300,149	1	Yes (true)	PO BOX 309 UGLAND HOUSE	GEORGE TOWN	GRAND CAYMAN	CJ	KY11104			981513197
SQN INVESTORS OFFSHORE LTD
				INVESTMENT	CJ	HHMI	C Corporation	$56,785,777	$259,753,081	0.67	Yes (true)
STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP
125 GAITHER DR STE L	MOUNT LAUREL	NJ	08054	INVESTMENT	CJ	HHMI	C Corporation	$478,127	$69,781	0	Yes (true)								611892450
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
125 GAITHER DR STE L	MOUNT LAUREL	NJ	08054	INVESTMENT	CJ	HHMI	C Corporation	$12,506,166	$126,306,907	1	Yes (true)								981520753
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
125 GAITHER DR STE L	MOUNT LAUREL	NJ	08054	INVESTMENT	CJ	HHMI	C Corporation	$14,928,407	$40,093,314	1	Yes (true)								981568847
WILLA A LP
				INVESTMENT	JE	HHMI	C Corporation	$8,745,373	$22,440,004	1	Yes (true)								981380677

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

Transactions Related Org TransactionsRelatedOrgGrp (53 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
37 Capital Bluescale Fund Ltd
S	$113,030,555	FMV
AGHAP Feeder LLC
S	$21,404,586	FMV
APCM OPPORTUNITY FUND LP
S	$850,000	FMV
Blantyre Mulanje SPC
S	$8,413,202	FMV
Blantyre Special Situations Fund I Limited
S	$22,225,689	FMV
Blantyre Special Situations Fund II Limited
B	$97,261,499	FMV
Blossom Capital Co-Investment (CH) LP
B	$16,617,284	FMV
Blossom Capital Co-Investment (MP) LP
B	$15,075,000	FMV
Blossom Capital Co-Investment (P1) LP
B	$10,060,000	FMV
Blossom Capital Co-Investment (T1) LP
B	$10,026,019	FMV
Briarwood Capital (Offshore) Ltd
S	$28,630,272	FMV
Briarwood Capital (Offshore) Ltd
B	$84,630,272	FMV
Cerberus HH Partners LP
S	$9,581,058	FMV
Dark Roast Capital LP
B	$5,000,000	FMV
Diakrisis Fund LP
B	$104,000,000	FMV
Echo Street Capital CV 1 LLC
B	$8,000,000	FMV
EJF IB Financing
S	$3,017,891	FMV
Endeavour Capital Private Investments I LP
S	$7,387,443	FMV
Epiris Fund II Co-Investment (B) 2 LP
S	$751,276	FMV
Financial Hybrid Opportunity SPV I LLC
S	$10,965,035	FMV
GEM BVP CO-INV-A
B	$925,000	FMV
HH Ellington Fund II Ltd
S	$26,219,087	FMV
HH Holdco Co-Investment Fund LP
B	$202,334	FMV
HH Holdco Co-Investment Fund LP
S	$971,334	FMV
IG4 Capital Infrastructure Co-Investments A LP
S	$238,006	FMV
IG4 Capital Infrastructure Co-Investments A LP
B	$8,510,000	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
S	$7,642,341	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
B	$14,930,362	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
S	$7,642,341	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
B	$14,930,362	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
S	$7,642,341	FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
B	$14,930,362	FMV
LSV Advantage International III-B Ltd
B	$155,220	FMV
LSV Advantage International III-B Ltd
S	$1,222,016	FMV
LSV Advantage International III-C Ltd
B	$277,669	FMV
LSV Advantage International III-C Ltd
S	$9,143,923	FMV
Madison Acquisition 4 LP
B	$88,250	FMV
Madison Acquisition 4 LP
S	$706,054	FMV
Monarch Special Opportunities Fund Ltd - Series A Series B
S	$91,222,198	FMV
Newfoundland Terra Nova Offshore Fund
B	$11,048,668	FMV
Newfoundland Terra Nova Offshore Fund
S	$31,000,000	FMV
Portsea Fund SICAV PLC
S	$109,687,745	FMV
Prisma Capital Solutions Fund II Feeder LP
B	$7,189,372	FMV
Prisma Capital Special Situations Feeder I LP
B	$17,266,326	FMV
Prisma Capital Special Situations Feeder I LP
S	$15,613,669	FMV
PSSI Co-Investment 1 LP
S	$434,126	FMV
PSSI Co-Investment 3 Feeder LP
B	$19,343,401	FMV
PSSI Co-Investment 3 Feeder LP
S	$19,526,347	FMV
QED Sol Holdings LLC
B	$13,250,000	FMV
Serengeti Multi-Series Intermediate LLC
S	$2,794,613	FMV
Star Asia Japan Special Situations IV Feeder LP
B	$6,793,687	FMV
Star Asia Japan Special Situations IV Feeder LP
S	$10,256,524	FMV
Star Asia Japan Special Situations V Feeder LP
B	$12,041,179	FMV