2023-02-22T23:00:08+00:00 2022-08-31 134008324 PRICEWATERHOUSECOOPERS LLP 655 New York Ave NW Ste 1100 Washington DC 20001 990 2021-09-01 590735717 Howard Hughes Medical Institute HOWA 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 LYNNE LOCHTE DEPUTY CFO AND ASSISTANT TREASURER 2023-02-22 true LYNNE LOCHTE 999009999 TRAVIS L PATTON P00369623 2024141000 2021 2023-03-07 01:45:13Z Erin O'Shea 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 24774355258 false X WWW.HHMI.ORG X 1953 DE THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION. 11 11 2327 0 78935443 0 2210362 2025577 2223724 3865374 2072096518 2087454899 20263474 24131707 2096794078 2117477557 36219347 30168536 0 381757458 398296704 0 0 536787278 557824715 954764083 986289955 1142029995 1131187602 29343107763 25877392654 2244173151 1837723670 27098934612 24039668984 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. false false 680574856 0 2702904 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. 71457661 29591916 1162470 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) 571733 576620 0 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. 752604250 true true false true false false false false false true true false false true true false true false false true true false false false false false true true true true false false false false false false false false true false false false false false true true true true false false true X 551 0 true 2327 true true true true HK IN ID EI IT JA JE JO KS LU MT IM AS MP MX MN NL RP RS SN SF SP SW SZ TW TH TU BE AE UK BD BR VI CA CJ CI AN DA FI FR GM GK false false false false false false false false true false X 11 11 false false false false false false false true true false false true true true true true true true true false CA IL IN MA NY OR X LYNNE LOCHTE 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 ALISON F RICHARD PHD TRUSTEE, CHAIR EDUCATION COMM 4.0 0.0 X 60000 0 0 CHARLENE BARSHEFSKY ESQ TRUSTEE, CHAIR NOM & GOV COMM 4.0 0.0 X 60000 0 0 CLAYTON S ROSE PHD TRUSTEE, CHAIR 6.0 0.0 X 80000 0 0 DAVID JULIUS PHD TRUSTEE 2.0 0.0 X 53789 0 0 DEBORA L SPAR PHD TRUSTEE, CHAIR AUDIT & COMP 4.0 0.0 X 60000 0 0 FRED R LUMMIS TRUSTEE, CHAIR FINANCE COMM 4.0 0.0 X 60000 0 0 JOSEPH L GOLDSTEIN MD TRUSTEE, CHAIR RESEARCH COMM 4.0 0.0 X 60000 0 0 KURT L SCHMOKE ESQ TRUSTEE 2.0 0.0 X 50000 0 0 MARGARET D TUTWILER TRUSTEE 2.0 0.0 X 50000 0 0 PAUL M NURSE PHD TRUSTEE 2.0 0.0 X 50000 0 0 RISA LAVIZZO-MOUREY MD MBA TRUSTEE 2.0 0.0 X 50874 0 0 ANN K BATLLE ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 1/22) 40.0 0.0 X 282828 0 61989 BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 40.0 0.0 X 405649 0 45026 DANIEL A CRONIN MBA PHD VP & CHIEF FINANCIAL & OPERATING OFFICER 40.0 0.0 X 713924 0 41906 DAVID E CLAPHAM PHD VP & CHIEF SCIENTIFIC OFFICER (THRU 1/22)/SENIOR GROUP LEADER 40.0 0.0 X 782127 0 71809 DONALD KOCH VP & CHIEF INVESTMENT OFFICER 40.0 0.0 X 1379324 0 68162 ERIN K O'SHEA PHD PRESIDENT 40.0 0.0 X 1484549 0 64350 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 40.0 0.0 X 730121 0 71604 JEREMY COMPTON ASSOCIATE COMPTROLLER (AS OF 5/22) 40.0 0.0 X 177383 0 29037 LAUREN T SPILIOTES ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 1/22) 40.0 0.0 X 487926 0 57209 LESLIE B VOSSHALL PHD INVESTIGATOR/VP & CHIEF SCIENTIFIC OFFICER (AS OF 2/22) 40.0 0.0 X 712516 0 65832 LYNNE LOCHTE DEPUTY CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (AS OF 8/22) 40.0 0.0 X 0 0 0 MONIQUE L MARCUS CONTROLLER 40.0 0.0 X 242818 0 60516 RONALD VALE PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 40.0 0.0 X 765571 0 63866 SEAN B CARROLL PHD VP FOR SCIENCE EDUCATION 40.0 0.0 X 811334 0 56642 SUSAN S PLOTNICK DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22) 40.0 0.0 X 266862 0 58102 ERIC KANDEL MD INVESTIGATOR 40.0 0.0 X 823607 0 70910 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPS 40.0 0.0 X 996843 0 67298 GREGORY DENINNO MANAGING DIRECTOR, PRIVATE MARKETS 40.0 0.0 X 1279721 0 50754 LANDIS ZIMMERMAN VP & CHIEF INVESTMENT OFFICER (THRU 6/21) 40.0 0.0 X 1588435 0 46481 RICHARD A PENDER MANAGING DIRECTOR, PUBLIC MARKETS 40.0 0.0 X 1480088 0 64173 DENNIS MCKEARIN PHD SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS 40.0 0.0 X 444903 0 62548 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC 40.0 0.0 X 564261 0 65745 ROBERT J KOLYER JR MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21) 40.0 0.0 X 753975 0 48862 17809428 0 1292821 734 true true false ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC) 850 THIRD AVENUE NEW YORK NY 10022 INVESTMENT MGT 8686752 ARAMARK HARRISON LODGING 1101 MARKET ST PHILADELPHIA PA 19107 CONFERENCE CTR MGT 4648392 HOLDCO ASSET MANAGEMENT LP 300 SE 2ND STREET SUITE 600 FORT LAUDERDALE FL 33301 INVESTMENT MGT 4103896 SELECT EQUITY GROUP INC (VIA SPRUGOS INVESTMENTS III LLC) 380 LAFEYETTE STREET NEW YORK NY 10003 INVESTMENT MGT 3454874 JONES LANG LASALLE AMERICAS INC 525 WILLIAM PENN PLACE PITTSBURGH PA 15259 FACILITIES MGT 3250566 151 2025577 2025577 RENTAL INCOME 900099 2702904 2702904 TV & FILM INCOME 900099 1162470 1162470 0 0 0 0 3865374 242965427 10318031 232647396 23989529 23989529 180694 433768 -253074 0 -253074 -143934 -109140 24432100973 68832432 22656443933 1775657040 68832432 1844489472 68761346 1775728126 CAFETERIA 900099 81390 81390 INVESTMENT EXPENSE REBATE 900099 46015 46015 CASH DISCOUNTS 900099 252626 252626 15221 0 0 15221 395252 2117477557 3865374 78935443 2032651163 21028136 21028136 8563780 8563780 576620 576620 11626166 3394029 8232137 2730504 1285292 1445212 303929508 258757393 45172115 22581188 18925973 3655215 39604133 34055707 5548426 17825205 15168845 2656360 11285114 884711 10400403 1052947 1052947 112500 112500 90145587 90145587 55460809 43282481 12178328 0 4411210 2466379 1944831 12048814 6558437 5490377 7221 7221 80539234 70677886 9861348 4531718 4108440 423278 4140903 2264884 1876019 23016975 15392785 7624190 92297945 82841459 9456486 432647 39878 392769 LAB & OTHER SCIENTIFIC SUPPLIES 122109374 121004330 1105044 MINOR EQUIPMENT & RENOVATIONS 11436490 10914174 522316 EQUIPMENT MAINTENANCE 20669349 14706304 5963045 INCOME TAX 867173 867173 23258705 15699106 7559599 0 986289955 752604250 233685705 0 747886828 605170460 0 0 0 0 32273109 21448119 2126076342 1285406382 765037142 840669960 5687314187 4804986772 21361667853 18893785554 0 748928644 711331789 29343107763 25877392654 343309373 257691395 59666530 36751271 771935538 773837678 0 0 39390298 39428489 1029871412 730014837 2244173151 1837723670 X 27098934612 24039668984 27098934612 24039668984 29343107763 25877392654 X 1131187602 -4304957036 114503806 X false true X true false X ASU affiliated hospitals Tempe AZ RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 112500 false true 8012 120512 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1g (DIRECT CONTACT) AMOUNTS PAID TO LOBBYING FIRM FOR DIRECT CONTACT WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFFS ON PENDING LEGISLATIVE MATTERS. SCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. 807737 96884682 97692419 10248413 857362804 434277066 433334151 347137748 336548744 10589004 750523024 514580572 235942452 921448 62190486 63111934 840669960 PRIVATE EQUITY 6899709829 F REAL ASSETS 1905467831 F PUBLIC EQUITY 5293449413 F INDEPENDENT RETURN 4795158481 F DISTRESSED & CREDIT SENSITIVE HEDGED EQUITY MARKET NEUTRAL 18893785554 INVESTMENTS PAYABLES 65197564 INVESTMENTS AND DERIVATIVE LIABILITIES 97410524 DEFERRED COMPENSATION LIAB 64500273 DEFERRED INCOME 776153 REPURCHASE OBLIGATIONS 301644000 LEASE OBLIGATIONS 178204481 OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL 22281842 730014837 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to the year ended August 31, 2018. true Central America and the Caribbean Investments 7556893597 North America (Canada & Mexico only) Investments 310745307 Europe (Including Iceland and Greenland) Investments 1705845468 South Asia Investments 211738 Sub-Saharan Africa Investments 7726781 Central America and the Caribbean Investment Management Fees 5524857 North America (Canada & Mexico only) Investment Management Fees 1997376 Europe (Including Iceland and Greenland) Investment Management Fees 17458723 Europe (Including Iceland and Greenland) Grantmaking 201620 Sub-Saharan Africa Grantmaking 375000 Europe (Including Iceland and Greenland) Program Services Science Ed / e-Life 2000291 North America (Canada & Mexico only) 4 Program Services Science Ed / Educational Media 23383 East Asia and the Pacific 1 Program Services Science Ed / Tangled Bank 395853 Europe (Including Iceland and Greenland) 23 Program Services Science Ed / Tangled Bank 3619145 North America (Canada & Mexico only) 4 Program Services Science Ed / Tangled Bank 370388 South America 1 Program Services Science Ed / Tangled Bank 6030 South Asia 3 Program Services Science Ed / Tangled Bank 246284 Sub-Saharan Africa 8 Program Services Science Ed / Tangled Bank 19544 East Asia and the Pacific Program Services Medical Research 55473 Europe (Including Iceland and Greenland) Program Services Medical Research 532241 Europe (Including Iceland and Greenland) Program Services Science Ed / Educational Media 13951 Central America and the Caribbean Program Services Medical Research 945 North America (Canada & Mexico only) Program Services Medical Research 27546 Europe (Including Iceland and Greenland) Program Services Science Ed 1512 Middle East and North Africa Program Services Medical Research 13118 South America Program Services Medical Research 17890 0 33 0 11 0 44 9613395557 928504 9614324061 Europe (Including Iceland and Greenland) Open Access 201620 WIRE Sub-Saharan Africa Science Education 375000 WIRE 2 0 true true true true true false 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 true American University American University Washington DC 20016 530196549 501(c)(3) 10000 Driving Change Learn. Comm. Boston University Boston University Boston MA 02215 042103547 501(c)(3) 10000 Driving Change Learn. Comm. Brandeis University Brandeis University Waltham MA 02453 042103552 501(c)(3) 10000 Driving Change Learn. Comm. Brown University Brown University Providence RI 029129100 050258809 501(c)(3) 10000 Driving Change Learn. Comm. Clarkson University Clarkson University Potsdam NY 136991401 150543659 501(c)(3) 10000 Driving Change Learn. Comm. Clemson University Clemson University Clemson SC 296345355 576000254 South Carolina 10000 Driving Change Learn. Comm. Illinois State University Illinois State University Normal IL 61761 376014070 Illinois 10000 Driving Change Learn. Comm. Louisiana State Univ Louisiana State Univ Baton Rouge LA 70803 726000848 501(c)(3) 10000 Driving Change Learn. Comm. Loyola Marymount Loyola Marymount Los Angeles CA 90045 951643334 501(c)(3) 10000 Driving Change Learn. Comm. Ohio State Univ Ohio State Univ Columbus OH 432101016 316025986 Ohio 10000 Driving Change Learn. Comm. Oklahoma State U Oklahoma State U Stillwater OK 740781031 731383996 Oklahoma 10000 Driving Change Learn. Comm. Rice University Rice University Houston TX 77005 741109620 501(c)(3) 10000 Driving Change Learn. Comm. Rutgers University-Camden Rutgers University-Camden Camden NJ 08102 226001086 501(c)(3) 10000 Driving Change Learn. Comm. State University of New York-Albany State University of New York-Albany Albany NY 12201 141368361 New York 10000 Driving Change Learn. Comm. Dartmouth College Dartmouth College Hanover NH 03755 020222111 501(c)(3) 10000 Driving Change Learn. Comm. University of Arizona University of Arizona Tucson AZ 85717 742652689 Arizona 10000 Driving Change Learn. Comm. University of California-Davis University of California-Davis Davis CA 95618 946036494 California 10000 Driving Change Learn. Comm. University of California-Irvine University of California-Irvine Irvine CA 92610 952226406 California 10000 Driving Change Learn. Comm. University of Connecticut University of Connecticut Storrs CT 06269 060772160 Connecticut 10000 Driving Change Learn. Comm. University of Dayton University of Dayton Dayton OH 45469 310536715 501(c)(3) 10000 Driving Change Learn. Comm. University of Illinois at Chicago University of Illinois at Chicago Chicago IL 606124305 376000511 Illinois 10000 Driving Change Learn. Comm. University of Maryland Eastern Shore University of MD Eastern Shore Princess Anne MD 21853 526002033 Maryland 10000 Driving Change Learn. Comm. University of Utah University of Utah Salt Lake City UT 84112 876000525 UTAH 10000 Driving Change Learn. Comm. University of Wisconsin-Milwaukee University of Wisconsin-Milwaukee Milwaukee WI 53201 391805963 WISCONSIN 10000 Driving Change Learn. Comm. Vanderbilt University Vanderbilt University Nashville TN 372401591 620476822 501(c)(3) 10000 Driving Change Learn. Comm. Washington University-St Louis Washington University-St Louis St Louis MO 63112 430653611 501(c)(3) 10000 Driving Change Learn. Comm. Wayne State University Wayne State University Detroit MI 48202 386028429 501(c)(3) 10000 Driving Change Learn. Comm. Massachusetts Institute of Technology MIT Cambridge MA 02139 042103594 501(c)(3) 1280000 H. Gray Scholars - Faculty Princeton University Princeton University Princeton NJ 08540 210634501 501(c)(3) 1280000 H. Gray Scholars - Faculty UCLA UCLA Los Angeles CA 900246505 956006143 California 1280000 H. Gray Scholars - Faculty Stanford University Stanford University San Francisco CA 941444253 941156365 501(c)(3) 1280000 H. Gray Scholars - Faculty The Pennsylvania State University The Pennsylvania State University University Park PA 168027000 246000376 Pennsylvania 1280000 H. Gray Scholars - Faculty University of Minnesota Medical School Univ of MN Medical School Minneapolis MN 55455 416007513 Minnesota 1280000 H. Gray Scholars - Faculty Stanford University Stanford University San Francisco CA 941444253 941156365 501(c)(3) 745789 H. Gray Scholars - Grant College of the Holy Cross College of the Holy Cross Worcester MA 016102395 042103558 501(c)(3) 100000 Inclusive Excellence 3 Learning Community Drexel University Drexel University Philadelphia PA 19102 231352630 501(c)(3) 100000 Inclusive Excellence 3 Learning Community Florida State University Florida State University Tallahassee FL 32310 593211153 Florida 100000 Inclusive Excellence 3 Learning Community Franklin & Marshall College Franklin Marshall College Lancaster PA 17604 231352635 501(c)(3) 100000 Inclusive Excellence 3 Learning Community University of Alaska Anchorage University of Alaska Anchorage Fairbanks AK 997756540 926000147 Alaska 100000 Inclusive Excellence 3 Learning Community University of La Verne University of La Verne La Verne CA 91709 951644026 501(c)(3) 100000 Inclusive Excellence 3 Learning Community University of Nebraska-Lincoln University of Nebraska-Lincoln Lincoln NE 68583 470049123 Nebraska 100000 Inclusive Excellence 3 Learning Community Loudoun County Public Schools Loudoun County Public Schools Ashburn VA 20176 541603768 Virginia 3000000 Support of K-12 science education activities Allen Institute Allen Institute Seattle WA 981094307 912155317 501(c)(3) 2900000 Medical Research Memorial Sloan Kettering Cancer Ctr Memorial Sloan Kettering Cancer Ctr New York NY 10017 131924236 501(c)(3) 871067 Medical Research Northwestern Univ Northwestern Univ Evanston IL 60208 362167817 501(c)(3) 376403 Medical Research Harvard University Harvard University Cambridge MA 02138 042103580 501(c)(3) 1429799 Medical Research Rockefeller Univ Rockefeller Univ New York NY 10065 131624158 501(c)(3) 43816 Medical Research The University Of Penn The University Of Penn Philadelphia PA 191046205 231352685 501(c)(3) 458324 Medical Research UNC Chapel Hill UNC Chapel Hill Chapel Hill NC 275997248 566001393 North Carolina 2026905 Medical Research Whitehead Institute Whitehead Institute Cambridge MA 021421479 061043412 501(c)(3) 300000 Medical Research Boys & Girls Clubs of Greater Washington Boys-Girls Clubs of Gr Wash DC Washington DC 20019 530236759 501(c)(3) 150000 Support of K-12 science education activities Amer Society For Cell Biology Amer Society For Cell Biology Rockville MD 20852 396054285 501(c)(3) 50000 Support for the San Francisco Declaration on Research Assessment (DORA) New Venture Fund New Venture Fund Washington DC 20036 205806345 501(c)(3) 100000 Support of SPARC's Open Research Funders Group Association of American Universities Assoc of American Universities Washington DC 20005 521947112 501(c)(3) 403163 SUPPORT FOR AAU LEARNING COMMUNITY 54 0 GILLIAM FELLOWSHIPS 54 8359000 FACULTY SCHOLARS 1 204780 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES. X X true true X X X X X X false false false false false false false true true true BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 371073 0 0 0 34576 0 29000 0 16026 0 450675 0 0 0 SUSAN S PLOTNICK DIRECTOR OF FINANCE & ASSISTANT TREASURER (THRU 6/22) 236436 0 0 0 30426 0 26597 0 31505 0 324964 0 0 0 MONIQUE L MARCUS CONTROLLER 231875 0 0 0 10943 0 24187 0 36329 0 303334 0 0 0 LAUREN T SPILIOTES ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (THRU 1/22) 449272 0 0 0 38654 0 29000 0 28209 0 545135 0 0 0 SEAN B CARROLL PHD VP FOR SCIENCE EDUCATION 760694 0 0 0 50640 0 29000 0 27642 0 867976 0 0 0 DANIEL A CRONIN MBA PHD VP & CHIEF FINANCIAL & OPERATING OFFICER 621699 0 50000 0 42225 0 29000 0 12906 0 755830 0 0 0 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 682325 0 0 0 47796 0 29000 0 42604 0 801725 0 0 0 RONALD VALE PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 688016 0 50000 0 27555 0 29000 0 34866 0 829437 0 0 0 DONALD KOCH VP & CHIEF INVESTMENT OFFICER 805028 0 534180 0 40116 0 29000 0 39162 0 1447486 0 0 0 JEREMY COMPTON ASSOCIATE COMPTROLLER (AS OF 5/22) 171082 0 0 0 6301 0 17218 0 11819 0 206420 0 0 0 ERIN K O'SHEA PHD PRESIDENT 1412299 0 0 0 72250 0 29000 0 35350 0 1548899 0 0 0 DAVID E CLAPHAM PHD VP & CHIEF SCIENTIFIC OFFICER (THRU 1/22)/SENIOR GROUP LEADER 690448 0 0 0 91679 0 29000 0 42809 0 853936 0 0 0 LESLIE B VOSSHALL PHD INVESTIGATOR/VP & CHIEF SCIENTIFIC OFFICER (AS OF 2/22) 326859 0 0 0 385657 0 29000 0 36832 0 778348 0 0 0 ANN K BATLLE ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY (AS OF 1/22) 272621 0 0 0 10207 0 28267 0 33722 0 344817 0 0 0 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPS 490350 0 468463 0 38030 0 29000 0 38298 0 1064141 0 0 0 ERIC KANDEL MD INVESTIGATOR 763985 0 0 0 59622 0 29000 0 41910 0 894517 0 0 0 GREGORY DENINNO MANAGING DIRECTOR, PRIVATE MARKETS 466526 0 776049 0 37146 0 29000 0 21754 0 1330475 0 0 0 RICHARD A PENDER MANAGING DIRECTOR, PUBLIC MARKETS 546151 0 891582 0 42355 0 29000 0 35173 0 1544261 0 0 0 LANDIS ZIMMERMAN VP & CHIEF INVESTMENT OFFICER (THRU 6/21) 558981 0 1014806 0 14648 0 29000 0 17481 0 1634916 0 0 0 ROBERT J KOLYER JR MANAGING DIRECTOR, DIVERSIFYING ASSETS (THRU 6/21) 279552 0 364348 0 110075 0 29000 0 19862 0 802837 0 0 0 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP&EXEC DIR, JRC 516128 0 0 0 48133 0 29000 0 36745 0 630006 0 0 0 DENNIS MCKEARIN PHD SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS 424749 0 0 0 20154 0 29000 0 33548 0 507451 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel UNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS, AND ITS PRESIDENT, VICE PRESIDENTS, AND CERTAIN ADVISORY GROUP MEMBERS FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE COACH FOR DOMESTIC OR INTERNATIONAL FLIGHTS OF THREE HOURS OR MORE. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE COACH MAY BE FIRST CLASS. AS AN ALTERNATIVE, HHMI MAY REIMBURSE FOR THE COST OF COACH AIRFARE PLUS THE COST OF AN UPGRADE TO TRAVEL AT ONE LEVEL ABOVE COACH FOR A FLIGHT OF THREE HOURS OR MORE. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 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. A LOUDOUN COUNTY IDA 521310230 545910AL5 2003-02-27 500000000 FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS false false false B LOUDOUN COUNTY IDA 521310230 545910AP6 2009-10-02 23000000 FINANCE CONSTRUCTION OF JANELIA APT false false false C LOUDOUN COUNTY IDA 521310230 545910AQ4 2013-05-15 33130000 FINANCE CONSTRUCTION OF JANELIA APT B false false false D MEDCO 521376562 574205FY1 2008-02-15 83500000 FINANCE CONSTRUCTION OF HQ EXPANSION false false false A 0 0 534028000 0 54203000 0 200000 0 0 479625000 0 0 2006 false false true true B 0 0 23022042 0 904914 0 0 0 43305 22073823 0 0 2011 false false true true C 0 0 33145417 0 1173864 0 397311 0 0 31574242 0 0 2015 false false true true D 0 0 84953297 0 5954687 0 631673 0 0 78366937 0 0 2010 false false true true A false false true true true true 0.0 0.0 0.0 false false false B false false true true false 0.0 0.0 0.0 false false false C false false true true false 0.0 0.0 0.0 false false false D false false true true false 0.0 0.0 0.0 false false false A true true true WELLS FARGO 20.0 false false false false true B false false false true true true JPMORGAN CHASE 30.0 false false false false true C false false false true true true WELLS FARGO BANK 30.0 false false false false true D false false false true true true JP MORGAN 30.0 false false false false true A false B false C false D false Schedule K, Part I Part I The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7. Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013 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 A MEDCO 521376562 574205FZ8 2008-05-15 76500000 REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 false false false B LOUDOUN COUNTY IDA 521310230 54601TAA4 2019-06-06 51773425 FINANCE CONSTRUCTION OF JANELIA APT C false false false A 0 0 76500000 0 0 0 0 0 0 0 76500000 0 1993 true false true true B 0 0 52384157 0 0 0 772575 0 0 51611582 0 0 2021 false false true true A 0.0 0.0 0.0 B false false true true false 0.0 0.0 0.0 false false false A false true true true GOLDMAN SACHS 30.0 false false false false true B false true false false false false false false true A false B false VIKNESH SIVANATHAN SPOUSE 168808 SALARY & BENEFITS false Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER. Form 990, Part III, Line 4b Program Service Description 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). 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