WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH (EIN 06-1043412)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202301329349307020
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T14:03:24-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061043412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MULLINS | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 6172585000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MAIN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021421479 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MULLINS | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6172585000 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | MULLINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR RUTH LEHMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MAIN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021421479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $189,804,695 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WI.MIT.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WHITEHEAD INSTITUTE IS A BIOLOGICAL RESEARCH INSTITUTE DEDICATED TO MAKING PARADIGM SHIFTING INSIGHTS INTO THE FUNDAMENTAL PRINCIPLES OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 360 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $598,746 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,386,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,538,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,095,858 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,477,822 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,612,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,522,999 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,509,047 | PYOtherRevenueAmt |
| CY Other Revenue | $44,345,474 | CYOtherRevenueAmt |
| PY Total Revenue | $97,603,749 | PYTotalRevenueAmt |
| CY Total Revenue | $110,885,074 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $909,821 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $886,824 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,146,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,031,432 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,415,665 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,670,304 | PYOtherExpensesAmt |
| CY Other Expenses | $75,317,154 | CYOtherExpensesAmt |
| PY Total Expenses | $96,726,988 | PYTotalExpensesAmt |
| CY Total Expenses | $110,235,410 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $876,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $649,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $896,132,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $806,821,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $127,932,095 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,465,365 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $768,200,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $676,356,621 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WHITEHEAD INSTITUTE FORGES NEW FRONTIERS IN SCIENCE, UNCOVERING INSIGHTS TODAY THAT UNLOCK THE POTENTIAL OF TOMORROW. OUR ADVANCES IN GENETICS AND GENOMICS ARE NOW ENABLING US TO TACKLE THE COMPLEXITIES OF LIFE WITH UNPRECEDENTED DEPTH AND BREADTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $91,555,669 | ExpenseAmt |
| Grant | $886,824 | GrantAmt |
| Revenue | $1,477,822 | RevenueAmt |
| Desc | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH IS AN INDEPENDENT NONPROFIT RESEARCH INSTITUTION LOCATED IN CAMBRIDGE, MASSACHUSETTS. THE INSTITUTE WAS INCORPORATED IN 1981 TO PROMOTE AND EXPAND HUMAN KNOWLEDGE IN THE BIOMEDICAL AND OTHER SCIENTIFIC FIELDS WITH THE ULTIMATE GOAL OF IMPROVING HUMAN HEALTH AND WELL-BEING. THE RESEARCH OF THE INSTITUTE FOCUSES ON BASIC BIOLOGICAL PROCESSES INVESTIGATED MAINLY FROM A MOLECULAR OR CELLULAR PERSPECTIVE. RESEARCH IS CONDUCTED IN SEVERAL AREAS, INCLUDING CANCER, NEURODEGENERATIVE DISEASES, REGENERATIVE BIOLOGY, IMMUNOLOGY AND GENETICS. THE RESEARCH OF THE INSTITUTE IS CONDUCTED UNDER THE LEADERSHIP OF PRINCIPAL INVESTIGATORS WHO HOLD JOINT APPOINTMENTS TO THE FACULTIES OF THE INSTITUTE AND MASSACHUSETTS INSTITUTE OF TECHNOLOGY ("MIT") (THE "INSTITUTE FACULTY"). THE MEMBERS OF THE INSTITUTE FACULTY ARE RECOGNIZED LEADERS IN THEIR FIELDS. THE INSTITUTE FACULTY INCLUDE TWO RECIPIENTS OF THE NATIONAL MEDAL OF SCIENCE, FIVE HOWARD HUGHES MEDICAL INSTITUTE INVESTIGATORS, NINE MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES AND SIX MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE. FOR MORE THAN THREE DECADES, WHITEHEAD INSTITUTE HAS MAINTAINED A STEADFAST COMMITMENT TO SCIENCE EDUCATION AND OUTREACH BY OFFERING PROGRAMS TO ENHANCE SCIENCE TEACHING AND LEARNING FOR THE ENTIRE COMMUNITY. WITH A VARIETY OF PROGRAMS RANGING IN SCOPE FROM LECTURES AND WORKSHOPS FOR TEACHERS AND STUDENTS TO SPECIAL EVENTS FOR NON-SCIENTISTS, WHITEHEAD OFFERS ITS PARTICIPANTS FIRST-HAND EXPOSURE TO STATE-OF-THE-ART RESEARCH. THESE PROGRAMS INCLUDE: SEMINAR SERIES FOR HIGH SCHOOL TEACHERS - THIS MONTHLY PROGRAM PROVIDES EDUCATORS AND OPPORTUNITY TO EXPLORE TOPICS AT THE FOREFRONT OF BIOMEDICAL RESEARCH. THE SERIES BEGINS IN OCTOBER AND LECTURES ARE HELD THE FIRST MONDAY OF EVERY MONTH THROUGH JUNE. SPRING LECTURE SERIES FOR HIGH SCHOOL STUDENTS - THIS PROGRAM, HELD DURING THE PUBLIC SCHOOL SPRING VACATION WEEK, FEATURES LECTURES FROM LEADING SCIENTIFIC EXPERTS, HANDS-ON LABORATORY DEMONSTRATIONS, VISITS TO LOCAL BIOTECHNOLOGY COMPANIES, AND INTERACTIONS WITH YOUNG WHITEHEAD INSTITUTE SCIENTISTS. SCIENCE WEEKS FOR MIDDLE SCHOOL STUDENTS - WHITEHEAD INSTITUTE HAS DEVELOPED IMMERSIVE, WEEK-LONG PROGRAMS FOR RISING 6TH, 7TH, AND 8TH GRADERS FEATURING HANDS-ON ACTIVITIES, CLASSROOM LESSONS, AND INTERACTIONS WITH SCIENTISTS. TWO SUCH SESSIONS ARE HELD IN THE SUMMER MONTHS. PUBLIC PROGRAM COLLABORATIONS - WHITEHEAD INSTITUTE ROUTINELY PARTNERS WITH VARIOUS RESEARCH INSTITUTIONS AND BIOTECHNOLOGY ORGANIZATIONS IN COORDINATING EDUCATIONAL PROGRAMMING FOR HIGH SCHOOL STUDENTS, TEACHERS, AND SCIENTISTS. | Desc |
| Total Program Service Expenses | $91,555,669 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 266 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 360 | 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 | false | ForeignFinancialAccountInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MULLINS | PersonNm |
| Phone | 6172585000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MAIN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021421479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR RUTH LEHMANN | |||||||||
| DIRECTOR/PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $946,997 | $0 | $42,725 | ||
| MR MARTIN MULLINS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $500,018 | $0 | $42,225 | |||
| MS SHARON STANCZAK | |||||||||
| VICE PRESIDENT & SECRETARY | 40.0 | 0.0 | Yes (X) | $397,802 | $0 | $57,674 | |||
| DR RUDOLF JAENISCH | |||||||||
| MEMBER (FACULTY) | 40.0 | 0.0 | $351,376 | $0 | $54,800 | Yes (X) | |||
| DR ROBERT WEINBERG | |||||||||
| MEMBER (FACULTY) | 40.0 | 0.0 | $329,593 | $0 | $54,500 | Yes (X) | |||
| DR RICHARD YOUNG | |||||||||
| MEMBER (FACULTY) | 40.0 | 0.0 | $309,056 | $0 | $62,646 | Yes (X) | |||
| DR HARVEY LODISH | |||||||||
| MEMBER (FACULTY) | 40.0 | 0.0 | $287,145 | $0 | $56,466 | Yes (X) | |||
| MS JULIA FANTASIA | |||||||||
| CFO & TREASURER | 40.0 | 0.0 | Yes (X) | $273,385 | $0 | $54,620 | |||
| DR IAIN CHEESEMAN | |||||||||
| MEMBER (FACULTY) | 40.0 | 0.0 | $260,482 | $0 | $59,573 | Yes (X) | |||
| MONICA GERBER | |||||||||
| SECRETARY (FORMER) | 20.0 | 0.0 | $122,937 | $0 | $22,070 | Yes (X) | |||
| MR MARK POIROT-COLLEARY | |||||||||
| ASST SECRETARY | 40.0 | 0.0 | Yes (X) | $71,288 | $0 | $28,262 | |||
| MS SUSAN WHITEHEAD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS BRIT D'ARBELOFF | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR JONATHAN GOLDSTEIN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT LANGER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR MARK LAPMAN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR PHILLIP SHARP | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR PETER WHITEHEAD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT SATCHER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR PAUL JOSKOW | |||||||||
| DIRECTOR/BOARD VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR CHURCHILL FRANKLIN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR SUSAN HOCKFIELD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS SARAH WILLIAMSON | |||||||||
| DIRECTOR/BOARD CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DENNIS LANGER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR SETH ALEXANDER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR KEVIN CHURCHWELL | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,850,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $535,561 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 63 | 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 |
|---|---|---|---|---|---|
| THE INVESTMENT FUND FOR FOUNDATIONS | |||||
| 170 N Radnor Chester Rd 300 | RADNOR | PA | 19087 | INVESTMENT MANAGER | $2,266,417 |
| MORSE BARNES-BROWN PENDLETON PC | |||||
| 230 3rd Ave4th Floor | WALTHAM | MA | 02451 | LEGAL FIRM | $701,120 |
| SALT CREEK CATERING | |||||
| 15 BREWER LANE | READING | MA | 01867 | catering services | $322,018 |
| PALLADION SERVICES | |||||
| 80 BROAD ST | BOSTON | MA | 02110 | SECURITY | $447,591 |
| HINCKLEY ALLEN SNYDER LLP | |||||
| 28 STATE ST | BOSTON | MA | 02109 | LEGAL | $878,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $13,980,956 | GovernmentGrantsAmt |
| All Other Contributions | $20,557,823 | AllOtherContributionsAmt |
| Noncash Contributions | $36,524 | NoncashContributionsAmt |
| Total Contributions | $34,538,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCIENTIFIC SERVICES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $1,477,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,477,822 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,477,822 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,802,994 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $598,746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,204,248 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,153,958 | TotalRevenueColumnAmt |
| Exclusion | $43,153,958 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,177,825 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $267,743 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $910,082 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $910,082 | TotalRevenueColumnAmt |
| Exclusion | $910,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,371,883 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,651,878 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,720,005 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,720,005 | TotalRevenueColumnAmt |
| Exclusion | $18,720,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PROCESSING FEES FOR ADMIN ROYALTIES | 900099 | $280,349 | $280,349 |
| MISCELLANEOUS INCOME | 900099 | $1,085 | $1,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $281,434 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,885,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,477,822 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $598,746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,269,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,824 | TotalAmt |
| Program Services | $886,824 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,640 | TotalAmt |
| Program Services | $376,835 | ProgramServicesAmt |
| Management And General | $1,138,085 | ManagementAndGeneralAmt |
| Fundraising | $454,720 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,912,758 | TotalAmt |
| Program Services | $18,366,335 | ProgramServicesAmt |
| Management And General | $4,112,818 | ManagementAndGeneralAmt |
| Fundraising | $433,605 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258,095 | TotalAmt |
| Program Services | $1,717,292 | ProgramServicesAmt |
| Management And General | $460,187 | ManagementAndGeneralAmt |
| Fundraising | $80,616 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,256,082 | TotalAmt |
| Program Services | $4,109,125 | ProgramServicesAmt |
| Management And General | $973,249 | ManagementAndGeneralAmt |
| Fundraising | $173,708 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,857 | TotalAmt |
| Program Services | $1,243,316 | ProgramServicesAmt |
| Management And General | $333,175 | ManagementAndGeneralAmt |
| Fundraising | $58,366 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,779 | TotalAmt |
| Program Services | $1,829,203 | ProgramServicesAmt |
| Management And General | $392,918 | ManagementAndGeneralAmt |
| Fundraising | $7,658 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,335 | TotalAmt |
| Management And General | $271,335 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,562,376 | TotalAmt |
| Management And General | $2,562,376 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,163 | TotalAmt |
| Program Services | $960,221 | ProgramServicesAmt |
| Management And General | $1,677,396 | ManagementAndGeneralAmt |
| Fundraising | $103,546 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,953 | TotalAmt |
| Program Services | $19,186 | ProgramServicesAmt |
| Management And General | $20,647 | ManagementAndGeneralAmt |
| Fundraising | $16,120 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,042 | TotalAmt |
| Program Services | $217,858 | ProgramServicesAmt |
| Management And General | $46,137 | ManagementAndGeneralAmt |
| Fundraising | $17,047 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,478 | TotalAmt |
| Program Services | $291,843 | ProgramServicesAmt |
| Management And General | $804,358 | ManagementAndGeneralAmt |
| Fundraising | $11,277 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,757,222 | TotalAmt |
| Program Services | $23,757,222 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,298,368 | TotalAmt |
| Program Services | $1,993,375 | ProgramServicesAmt |
| Management And General | $304,993 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,174 | TotalAmt |
| Program Services | $129,101 | ProgramServicesAmt |
| Management And General | $69,733 | ManagementAndGeneralAmt |
| Fundraising | $6,340 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,331 | TotalAmt |
| Program Services | $181,597 | ProgramServicesAmt |
| Management And General | $80,460 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,728,094 | TotalAmt |
| Program Services | $3,216,972 | ProgramServicesAmt |
| Management And General | $511,122 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,086,573 | TotalAmt |
| Program Services | $5,252,104 | ProgramServicesAmt |
| Management And General | $834,469 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,279 | TotalAmt |
| Program Services | $226,607 | ProgramServicesAmt |
| Management And General | $34,672 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES | $10,060,064 | $9,947,773 | $112,291 | |
| FELLOWSHIPS | $4,372,137 | $4,372,137 | ||
| EQUIP PURCH/RENT REPAIR MAIN | $5,023,056 | $3,464,957 | $1,521,572 | $36,527 |
| OTHER LAB EXPENSES | $2,997,489 | $2,997,489 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,014,241 | TotalAmt |
| Program Services | $5,998,297 | ProgramServicesAmt |
| Management And General | $1,002,083 | ManagementAndGeneralAmt |
| Fundraising | $13,861 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,235,410 | TotalAmt |
| Program Services | $91,555,669 | ProgramServicesAmt |
| Management And General | $17,264,076 | ManagementAndGeneralAmt |
| Fundraising | $1,415,665 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,904,527 | BOYAmt |
| EOY | $1,916,409 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,112,980 | BOYAmt |
| EOY | $24,443,127 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,062,685 | BOYAmt |
| EOY | $10,132,531 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,948,154 | BOYAmt |
| EOY | $12,512,616 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $1,350,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,481,978 | BOYAmt |
| EOY | $2,584,686 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,314,805 | BOYAmt |
| EOY | $1,765,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $175,112,537 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,879,703 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,644,584 | BOYAmt |
| EOY | $78,232,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,122,401 | BOYAmt |
| EOY | $8,135,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,576,162 | BOYAmt |
| EOY | $657,374,655 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,464,380 | BOYAmt |
| EOY | $8,374,486 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,132,656 | BOYAmt |
| EOY | $806,821,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,338,960 | BOYAmt |
| EOY | $7,255,692 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,012 | BOYAmt |
| EOY | $5,937,474 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,571,756 | BOYAmt |
| EOY | $106,636,893 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,593,367 | BOYAmt |
| EOY | $10,635,306 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,932,095 | BOYAmt |
| EOY | $130,465,365 | 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 | $717,433,336 | BOYAmt |
| EOY | $623,888,886 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,767,225 | BOYAmt |
| EOY | $52,467,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,200,561 | BOYAmt |
| EOY | $676,356,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,132,656 | BOYAmt |
| EOY | $806,821,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $649,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$93,028,585 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $534,981 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,935,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,491,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,310,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,386,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,538,779 | CurrentTaxYearAmt |
| Total | $163,662,678 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,935,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,491,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,310,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,386,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,538,779 | CurrentTaxYearAmt |
| Total | $163,662,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,121,492 | SubstantialContributorsTotAmt |
| Public Support Total170 | $161,541,186 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,705,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,344,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,149,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,582,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,867,034 | CurrentTaxYearAmt |
| Total | $163,647,962 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $387,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,505,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $585,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $361,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $281,434 | CurrentTaxYearAmt |
| Total | $3,121,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $330,431,692 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,129,992 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48888 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10: | FormAndLineReferenceDesc |
| Explanation | THE TOTAL AMOUNT REPORTED ON LINE 10 INCLUDES PROCESSING FEES FOR ADMINISTRATION OF ROYALTIES AND OTHER MISCELLANEOUS ADMINISTRATIVE INCOME. | ExplanationTxt |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| 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 | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $16,100 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $16,100 | 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 1I: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE BELONGS TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. AMOUNT REPORTED IN PART II-B, LINE 1I REPRESENTS THE AMOUNT OF DUES PAID ATTRIBUTABLE TO LOBBYING ACTIVITIES BASED ON INFORMATION PROVIDED BY THE MEMBER ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $463,374 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $708,912,642 | BeginningYearBalanceAmt |
| Contributions | $700,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$46,428,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,931,618 | OtherExpendituresAmt |
| End Year Balance | $639,252,080 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,317,096 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $211,129,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,733,939 | OtherExpendituresAmt |
| End Year Balance | $708,912,642 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $527,896,160 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $26,392,986 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,172,050 | OtherExpendituresAmt |
| End Year Balance | $521,317,096 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $519,177,251 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,612,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,893,811 | OtherExpendituresAmt |
| End Year Balance | $527,896,160 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,580,340 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $46,934,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,337,681 | OtherExpendituresAmt |
| End Year Balance | $519,177,251 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,977,500 | OtherCostOrOtherBasisAmt |
| Book Value | $3,977,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,916,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,898,377 | DepreciationAmt |
| Book Value | $57,017,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,794,419 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,981,326 | DepreciationAmt |
| Book Value | $10,813,093 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,424,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $6,424,363 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,232,834 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL/EMERGING MKT EQ. SEC. | $357,481,330 | F |
| PRIVATE EQUITY- FUNDS OF FUNDS | $264,002,187 | F |
| PRIVATE EQUITY - INDUSTRY/VAR | $3,675,755 | F |
| PRIVATE EQUITY - REAL ESTATE | $9,460,872 | F |
| MONEY MARKET FUND | $22,754,511 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $657,374,655 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT HEALTH BENEFIT | $3,793,833 |
| DEFERRED COMPENSATION PLANS | $5,023,557 |
| CHARITABLE GIFT ANNUITY LIABIL | $26,547 |
| RIGHT TO USE LEASE LIABILITY | $1,791,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,635,306 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,561,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$93,028,585 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $267,743 | OtherRevenueAmt |
| Revenue Not Reported | -$92,760,842 | RevenueNotReportedAmt |
| Revenue Subtotal | $108,322,698 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,562,376 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,562,376 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $110,885,074 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $107,940,777 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $267,743 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $267,743 | ExpensesNotReportedAmt |
| Expenses Subtotal | $107,673,034 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,562,376 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,562,376 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $110,235,410 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4: | THE INSTITUTE'S ART COLLECTION WAS PURCHASED WITH A GIFT FROM ITS FOUNDER, EDWIN C. WHITEHEAD. THE COLLECTION CONSISTS OF 80 ARTWORKS EXECUTED IN OIL, ACRYLIC, WATERCOLOR AND MIXED MEDIA, PRINTS AND PHOTOGRAPHY. THE COLLECTION'S PURPOSE IS TO HELP CREATE/FOSTER A STIMULATING ENVIRONMENT THAT PROMOTES AN INNOVATIVE CULTURE TO ACHIEVE THE MISSION OF THE INSTITUTE. |
| SCHEDULE D, PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT FUNDS ARE USED TO UNDERWRITE THE RESEARCH PROGRAM OF THE INSTITUTE AS WELL AS TO FUND THE ADMINISTRATION AND OPERATION OF THE INSTITUTE. THE INSTITUTE HAS ADOPTED ENDOWMENT INVESTMENT AND SPENDING POLICIES THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE INSTITUTE'S MISSION, SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. THESE POLICIES DETERMINE THE AMOUNT THAT MAY BE DRAWN FROM ITS ENDOWMENT FUNDS. THE INSTITUTE DRAWS FUNDS FOR RESEARCH AND OPERATIONS, AS APPROVED BY THE BOARD, FROM TOTAL INVESTMENTS. |
| SCHEDULE D, PART X, LINE 2: | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH ("THE INSTITUTE") DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS. THE INSTITUTE'S FIN 48 FOOTNOTE IS AS FOLLOWS: THE INSTITUTE IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE COMPLIES WITH AUTHORITATIVE GUIDANCE AND ACCOUNTING FOR AND DISCLOSURE OF UNCERTAINTY IN TAX POSITIONS. . |
| SCHEDULE D, PART XI, LINE 2D: | RENTAL EXPENSES - $267,743 |
| SCHEDULE D, PART XII, LINE 2D: | RENTAL EXPENSES - $267,743 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,693,190 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,693,190 | SubtotalSpentAmt |
| Total Spent | $3,693,190 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSLYVANIA | |||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $77,451 | N/A | N/A | RESEARCH SUBAWARDS |
| MEMORIAL SLOAN KETTERING | |||||||||
| PO BOX 26338 | NEW YORK | NY | 10087 | 131924236 | 501(c)(3) | $16,329 | N/A | N/A | RESEARCH SUBAWARDS |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||
| 51 COLLEGE ROAD | DURHAM | NH | 03824 | 026000937 | 501(C)(3) | $26,929 | N/A | N/A | RESEARCH SUBAWARDS |
| MASS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C) (3) | $765,848 | N/A | N/A | RESEARCH SUBAWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MANAGED IN ACCORDANCE WITH THE INSTITUTE'S RULES AND REGULATIONS. EXPENDITURES ARE REVIEWED TO ENSURE THAT THE COSTS INCURRED AND CHARGED TO A PARTICULAR GRANT ARE IN COMPLIANCE WITH THE INSTITUTE'S POLICIES AND GRANTOR REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| DR RUTH LEHMANN | ||||||
| DIRECTOR/PRESIDENT | $731,486 | $215,511 | $32,600 | $10,125 | $989,722 | |
| MR MARTIN MULLINS | ||||||
| VICE PRESIDENT | $451,111 | $23,907 | $32,600 | $9,625 | $542,243 | $25,000 |
| DR RUDOLF JAENISCH | ||||||
| MEMBER (FACULTY) | $337,523 | $13,853 | $32,600 | $22,200 | $406,176 | |
| DR RICHARD YOUNG | ||||||
| MEMBER (FACULTY) | $298,525 | $10,531 | $32,600 | $30,046 | $371,702 | |
| MS JULIA FANTASIA | ||||||
| CFO & TREASURER | $272,471 | $914 | $31,201 | $23,419 | $328,005 | |
| DR ROBERT WEINBERG | ||||||
| MEMBER (FACULTY) | $318,572 | $11,021 | $32,600 | $21,900 | $384,093 | |
| MS SHARON STANCZAK | ||||||
| VICE PRESIDENT & SECRETARY | $358,020 | $14,782 | $32,600 | $25,074 | $455,476 | $25,000 |
| DR HARVEY LODISH | ||||||
| MEMBER (FACULTY) | $281,213 | $5,932 | $32,566 | $23,900 | $343,611 | |
| DR IAIN CHEESEMAN | ||||||
| MEMBER (FACULTY) | $259,605 | $877 | $29,946 | $29,627 | $320,055 | |
| MONICA GERBER | ||||||
| SECRETARY (FORMER) | $121,892 | $1,045 | $12,445 | $9,625 | $145,007 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINES 1A & 1B: | WHITEHEAD INSTITUTE HAS A BOARD LEADERSHIP ADVISORY COMMITTEE, WHICH HAS A CHARTER. IN ADDITION, WHITEHEAD HAS AN EXECUTIVE COMPENSATION POLICY. ONE OFFICER RECEIVED DEPENDANT SCHOLARSHIP BENEFITS THAT WERE GROSSED UP FOR INDIVIDUAL TAX REPORTING PURPOSES. THE GROSS UP AMOUNT WAS TREATED AS TAXABLE INCOME. |
| SCHEDULE J, PART I, LINE 7 & PART II, COLUMN (B)(II): | BONUS PAYMENTS REPORTED IN COLUMN B(II) REPRESENT NON-FIXED PAYMENTS MADE IN RECOGNITION OF MEETING CERTAIN PERFORMANCE GOALS. |
| SCHEDULE J, PART I, LINE 8 | THE PRESIDENT RECEIVED PAYMENTS UNDER AN INITIAL CONTRACT WITH THE INSTITUTE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH LEHMANN | PersonNm |
| Relationship With Org | DIRECTOR/PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,500,000 | OriginalPrincipalAmt |
| Balance Due | $1,350,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,350,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,524 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PROCEEDS AT FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, COLUMN B: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS, BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS THAT ARE UNCOMPENSATED. |
| FORM 990, PART VI, LINE 2: | PETER AND SUSAN WHITEHEAD (DIRECTORS) HAVE A FAMILY RELATIONSHIP AND A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINE 11B: | THE PROCESS FOR THE FORM 990 INCLUDES REVIEW BY SENIOR MANAGEMENT AND THE INDEPENDENT EXTERNAL TAX CONSULTANTS. THE FULL BOARD, INCLUDING THE AUDIT & RISK COMMITTEE RECEIVES A FINAL COPY OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, LINE 12C: | PROMPTLY AFTER THE END OF EACH FISCAL YEAR OF THE INSTITUTE (JUNE 30), AND IMMEDIATELY FOLLOWING ELECTION TO THE BOARD, OR AS AN OFFICER, FOR THE FIRST TIME, DIRECTORS AND OFFICERS SHALL SUBMIT TO THE SECRETARY, OR SUCH PERSON AS THE DIRECTOR MAY DESIGNATE, A COMPLETED DISCLOSURE STATEMENT REPORTING INFORMATION SPECIFICALLY REQUESTED IN THE STATEMENT AND ALSO REPORTING ON BEHALF OF THEMSELVES, THEIR FAMILY MEMBERS, AND ORGANIZATIONS WITH WHICH THEY HAVE A BUSINESS RELATIONSHIP, ANY ACTUAL OR PLANNED BUSINESS OR OTHER TRANSACTION OR RELATIONSHIP THAT DIRECTLY OR INDIRECTLY INVOLVES THE INSTITUTE OR THAT FOR SOME OTHER REASON COULD BE CONSTRUED AS A CONFLICT OF INTEREST BECAUSE IT MIGHT AFFECT THEIR INDEPENDENT, UNBIASED JUDGMENT WHEN CARRYING OUT THEIR DUTIES FOR THE INSTITUTE. IF A MATTER COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD IN WHICH A DIRECTOR HAS AN INTEREST (EITHER DIRECTLY OR INDIRECTLY), SUCH DIRECTOR SHOULD WITHDRAW FROM DISCUSSION AND VOTING WHEN THE BOARD OR COMMITTEE ACTS ON SUCH MATTER. CONFLICTS OF INTEREST ARE MONITORED BY THE VICE PRESIDENT AND DIRECTOR WHO ADVISE THE CHAIRMAN OF THE BOARD. |
| FORM 990, PART VI, LINE 15: | A LEADERSHIP ADVISORY COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND RECOMMENDS CHANGES TO THE COMPENSATION FOR THE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT BASED UPON PERFORMANCE AND ACHIEVING ANNUAL GOALS. THE PRESIDENT REVIEWS THE SENIOR MANAGEMENT SALARIES AND REPORTS TO THE COMMITTEE. FACULTY SALARIES ARE SET BY MASSACHUSETTS INSTITUTE OF TECHNOLOGY ON AN ANNUAL BASIS. BENCHMARK AND INDUSTRY SURVEYS ARE REVIEWED FOR ALL WHITEHEAD POSITIONS. |
| FORM 990, PART VI, LINE 19: | THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST ON AN INDIVIDUAL CASE BASIS. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: POSTRETIREMENT RELATED CHANGES: -$165,019 ENDOWMENT CONTRIBUTIONS: $700,000 TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $534,981 |
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