2022-05-16T12:15:32-05:00 2021-06-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2020-07-01 061043412 WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH % JULIA FANTASIA WHIT 6172585000 455 MAIN STREET CAMBRIDGE MA 021421479 JULIA FANTASIA CFO 6172585113 2022-05-16 true JULIA FANTASIA 999009999 PAUL TANIS P01441612 6175305000 2 2020 2022-09-23 18:48:47Z DR RUTH LEHMANN 455 MAIN STREET CAMBRIDGE MA 021421479 199907154 false X WWW.WI.MIT.EDU X 1981 MA SEE SCHEDULE O. 16 15 349 15 -103722 0 26310722 28386567 2036914 1095858 25695807 31612277 18283789 36509047 72327232 97603749 825846 909821 0 0 30499972 32146863 0 0 1408258 45762053 63670304 77087871 96726988 -4760639 876761 712253042 896132656 153273500 127932095 558979542 768200561 X SEE SCHEDULE O. false false 77979949 909821 1095858 WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH IS AN INDEPENDENT NONPROFIT RESEARCH AND TEACHING 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. 77979949 true true false true false false false true false true true true false false true true true false false false true false false false false false false true false true false false false true false false false false true true false false false false false false false true 235 0 true 349 true true true false false false false false false false false false false false X 16 15 true false false false false false false true true false false true true true true true true true false false MA X JULIA FANTASIA 6172585113 455 MAIN STREET CAMBRIDGE MA 021421479 X MR MARTIN MULLINS VICE PRESIDENT 40.0 0.0 X 463784 0 41373 MS SHARON STANCZAK VICE PRESIDENT 40.0 0.0 X 417084 0 56181 DR RUTH LEHMANN DIRECTOR/PRESIDENT 40.0 0.0 X X 366073 0 37233 DR RUDOLF JAENISCH MEMBER (FACULTY) 40.0 0.0 X 346950 0 53221 DR DAVID PAGE DIRECTOR/PRESIDENT (FORMER) 0.0 0.0 X 397250 0 0 DR ROBERT WEINBERG MEMBER (FACULTY) 40.0 0.0 X 325220 0 52721 DR RICHARD YOUNG MEMBER (FACULTY) 40.0 0.0 X 306297 0 59958 DR HARVEY LODISH MEMBER (FACULTY) 40.0 0.0 X 283447 0 55471 DR IAIN CHEESEMAN MEMBER (FACULTY) 40.0 0.0 X 273724 0 57013 MS JULIA FANTASIA CFO & TREASURER 40.0 0.0 X 259696 0 50469 DR MONICA GERBER SECRETARY 40.0 0.0 X 132402 0 22934 MS CAROLINE ROMANO ASST SECRETARY 40.0 0.0 X 78984 0 14511 MS SUSAN WHITEHEAD DIRECTOR 2.0 0.0 X 0 0 0 MS BRIT D'ARBELOFF DIRECTOR 2.0 0.0 X 0 0 0 MR JONATHAN GOLDSTEIN DIRECTOR 2.0 0.0 X 0 0 0 DR ROBERT LANGER DIRECTOR 2.0 0.0 X 0 0 0 DR MARK LAPMAN DIRECTOR 2.0 0.0 X 0 0 0 DR PHILLIP SHARP DIRECTOR 2.0 0.0 X 0 0 0 MR JOHN WHITEHEAD DIRECTOR 2.0 0.0 X 0 0 0 MR PETER WHITEHEAD DIRECTOR 2.0 0.0 X 0 0 0 DR ROBERT SATCHER DIRECTOR 2.0 0.0 X 0 0 0 DR PAUL JOSKOW DIRECTOR/BOARD VICE CHAIR 2.0 0.0 X X 0 0 0 MR CHURCHILL FRANKLIN DIRECTOR 2.0 0.0 X 0 0 0 DR SUSAN HOCKFIELD DIRECTOR 2.0 0.0 X 0 0 0 MS SARAH WILLIAMSON DIRECTOR/BOARD CHAIR 2.0 0.0 X X 0 0 0 DR DENNIS LANGER DIRECTOR 2.0 0.0 X 0 0 0 MR SETH ALEXANDER DIRECTOR 2.0 0.0 X 0 0 0 3650911 0 501085 62 true true false THE INVESTMENT FUND FOR FOUNDATIONS 170 N Radnor Chester Rd 300 RADNOR PA 19087 INVESTMENT MANAGER 1924820 MORSE BARNES-BROWN 230 3rd Ave4th Floor WALTHAM MA 02451 LEGAL FIRM 375209 Salt Creek Catering 15 Brewer Lane READING MA 01867 catering services 415497 PIDC CONSTRUCTION CORP 25 BIRCH STREET MILFORD MA 01757 construction 482018 JC CANNISTRARO 80 ROSEDALE ROAD WATERTOWN MA 02472 CONSTRUCTION 546493 12 14910380 13476187 81623 28386567 SCIENTIFIC SERVICES 541900 1095858 1095858 1095858 9187660 -103722 9291382 0 35097474 35097474 1296983 246559 1050424 0 1050424 1050424 124481463 102056846 22424617 22424617 22424617 0 0 0 0 0 0 0 0 0 PROCESSING FEES FOR ADMIN ROYALTIES 900099 288578 288578 MISCELLANEOUS INCOME 900099 72571 72571 361149 97603749 1095858 -103722 68225046 X 909821 909821 0 0 0 1501950 362500 1139450 0 21855666 16970872 3967025 917769 2118045 1571773 463050 83222 5105015 3691308 1235414 178293 1566187 1162246 342402 61539 0 1279742 1217537 62205 314684 314684 0 0 2130885 2130885 3647036 935735 2606730 104571 22860 18562 4298 295638 210098 71176 14364 1031937 269831 753335 8771 18749254 18749254 2036907 1747235 289672 31331 13024 18307 0 46142 40533 5609 3668813 3165819 502994 0 5721975 4937492 784483 386278 333303 52975 LAB SUPPLIES 9277251 9200470 76781 FELLOWSHIPS 3568882 3568882 EQUIP PURCH/RENT REPAIR MAIN 4891168 3191317 1682295 17556 OTHER LAB EXPENSES 2630178 2630178 3939343 3082159 835011 22173 96726988 77979949 17338781 1408258 4478980 3904527 56772579 25112980 7888785 10948154 7878868 8062685 0 1500000 0 0 3151621 2481978 0 0 1002053 1314805 167548190 90903606 72014640 76644584 13139180 26122401 539316983 732576162 0 0 0 0 6609353 7464380 712253042 896132656 5427263 6338960 0 0 5194565 4428012 0 0 0 0 0 0 0 0 131506621 106571756 11145051 10593367 153273500 127932095 X 518907556 717433336 40071986 50767225 558979542 768200561 712253042 896132656 X 876761 206219475 2124783 X false true X true true true X 38473117 32935474 41491136 26310722 28386567 167597016 0 0 38473117 32935474 41491136 26310722 28386567 167597016 2833728 164763288 16306988 17705105 18344271 26149435 45582117 124087916 0 325274 387212 1505854 585403 361149 3164892 294849824 9960297 0.55880 0.65026 X SCHEDULE A, PART II, LINE 10: THE TOTAL AMOUNT REPORTED ON LINE 10 INCLUDES PROCESSING FEES FOR ADMINISTRATION OF ROYALTIES AND OTHER MISCELLANEOUS ADMINISTRATIVE INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 10100 10100 false SCHEDULE C, PART II-B, LINE 1I: 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. 463374 X false 521317096 200000 211129485 23733939 708912642 527896160 200000 26392986 33172050 521317096 519177251 30612720 21893811 527896160 483580340 10000000 46934592 21337681 519177251 437671124 5000000 61980431 21071215 483580340 0.97000 0.03000 false false 3977500 3977500 130040526 70757778 59282748 31346779 20145828 11200951 2183385 0 2183385 76644584 GLOBAL/EMERGING MKT EQ. SEC. 448372212 F PRIVATE EQUITY- FUNDS OF FUNDS 246304371 F PRIVATE EQUITY - INDUSTRY/VAR 4763838 F PRIVATE EQUITY - REAL ESTATE 10420216 F MONEY MARKET FUND 22715525 F 732576162 0 POST RETIREMENT HEALTH BENEFIT 3104614 DEFERRED COMPENSATION PLANS 5431145 CHARITABLE GIFT ANNUITY LIABIL 41447 RIGHT TO USE LEASE LIABILITY 2016161 10593367 X 301938898 206219475 246559 206466034 95472864 2130885 2130885 97603749 94842662 246559 246559 94596103 2130885 2130885 96726988 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 - $246,559 SCHEDULE D, PART XII, LINE 2D: RENTAL EXPENSES - $246,559 Central America and the Caribbean Investments 4782488 4782488 4782488 true false true true true false true UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM ST SUITE 304 SAN FRANCISCO CA 94143 946036493 501(C)(3) 69733 N/A N/A RESEARCH SUBAWARDS MASS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 041564655 501(c)(3) 67041 N/A N/A RESEARCH SUBAWARDS BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 042312909 501(C)(3) 5108 N/A N/A RESEARCH SUBAWARDS MASS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 042103634 501(C) (3) 767939 N/A N/A RESEARCH SUBAWARDS 4 SCHEDULE I, PART I, LINE 2 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. 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THESE PAYMENTS WERE TREATED AS TAXABLE INCOME. WHITEHEAD INSTITUTE HAS A BOARD COMPENSATION COMMITTEE, WHICH HAS A CHARTER. IN ADDITION, WHITEHEAD HAS AN EXECUTIVE COMPENSATION POLICY. A FORMER OFFICER'S HOUSING ALLOWANCE IS IN ACCORDANCE WITH THE COMPENSATION COMMITTEE CHARTER AND EXECUTIVE COMPENSATION POLICY. THE ALLOWANCE 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. RUTH LEHMANN DIRECTOR/PRESIDENT MORTGAGE X 1500000 false true true 1500000 X 3 81623 SALE PROCEEDS AT FMV false true false SCHEDULE M, COLUMN B: THE INSTITUTE IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 & PART III, LINE 1: ORGANIZATION'S MISSION: WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH ("THE INSTITUTE") ENGAGES IN BIOMEDICAL RESEARCH AND EDUCATION TO FOSTER THE UNDERSTANDING OF BIOLOGICAL SYSTEMS, ORGANISMS, AND PROCESSES, WITH THE ULTIMATE GOAL OF IMPROVING HUMAN HEALTH AND WELL-BEING. 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: JOHN, PETER, AND SUSAN WHITEHEAD (ALL 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 VICE PRESIDENT, OR SUCH PERSON AS THE DIRECTORS 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 COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND RECOMMENDS CHANGES TO THE PRESIDENT'S COMPENSATION BASED UPON PERFORMANCE AGAINST MULTI-YEAR GOALS. THE PRESIDENT REVIEWS THE SENIOR MANAGEMENT SALARIES AND REPORTS TO THE BOARD OF DIRECTORS. FACULTY SALARIES ARE SET BY MASSACHUSETTS INSTITUTE OF TECHNOLOGY ON AN ANNUAL BASIS. ALL OTHER OFFICER SALARIES ARE PART OF A RAISE POOL THAT IS DETERMINED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET APPROVAL PROCESS. 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: $1,924,783 ENDOWMENT CONTRIBUTIONS: $200,000 TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $2,124,783