2021-05-12T13:47:06-05:00 2020-06-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2019-07-01 263428781 THE BROAD INSTITUTE INC % DAN SHORE CFO/TREASURER BROA 6177147563 415 MAIN STREET CAMBRIDGE MA 02142 DAN SHORE CFO/TREASURER 6177147563 2021-05-10 true PAUL TANIS P01441612 6175305000 2019 2022-09-23 18:48:47Z TODD GOLUB INSTITUTE DIRECTOR 415 MAIN STREET CAMBRIDGE MA 02142 587485015 false X WWW.BROADINSTITUTE.ORG X 2008 MA SEE SCHEDULE O. 16 15 2144 25 546713 688306 463786973 496219162 44626045 51175873 13789881 19202605 14643710 20263336 536846609 586860976 51101575 59872511 0 0 198908805 223181138 139937 221008 4391507 257706749 238217830 507857066 521492487 28989543 65368489 1573269113 1666576375 586889778 605505861 986379335 1061070514 X THE MISSION OF THE BROAD INSTITUTE IS TO PROPEL PROGRESS IN BIOMEDICINE, THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE TO THE SCIENTIFIC COMMUNITY TO BENEFIT THE PUBLIC. false false 414183122 59872511 51175873 SEE SCHEDULE O. 414183122 true true false true false false false false true true true true false false true false false true false true true true false true false false false true true true true false false false false false false false false false false true false false false true true true true false false true 336 0 true 2144 true true true false false false false false false false false false true false X 16 15 true false false false true true true true true false false true true true true true true true true true true CA MA X X DAN SHORE CFOTREASURER 6177147563 415 MAIN STREET CAMBRIDGE MA 02142 X ERIC S LANDER DIRECTOR, PRESIDENT & CEO 60.0 1.0 X X 1927352 0 51431 JUSTINE LEVIN-ALLERHAND CHIEF DEVELOP. OFFICER/CLERK 60.0 0.0 X 580026 0 54741 JESSE SOUWEINE TREASURER (UNT 10/19)/COO 60.0 0.0 X 478149 0 51547 MORGAN SHENG CORE INSTITUTE MEMBER 60.0 0.0 X 481713 0 5188 STACEY GABRIEL SR. DIR. GENOMICS PLATFORM 60.0 0.0 X 405105 0 42763 ISRAEL ROZEN CHIEF BUSINESS OFFICER 60.0 0.0 X 344004 0 54191 MARTIN DRYSDALE DIR DEV THERAPEUTICS(UNT 3/20) 60.0 0.0 X 349579 0 34186 ANDY PORTER CHIEF PEOPLE OFCR (UNT 11/19) 60.0 0.0 X 336808 0 46515 BETH ZELNICK KAUFMAN CHIEF LEGAL OFFICER 60.0 0.0 X 339811 0 31983 JOHN TRAVIA SR.ADVISOR CFO/ASST TREASURER 60.0 0.0 X 276882 0 53849 DAN SHORE CFO/TREASURER (BEG 10/19) 60.0 0.0 X 200869 0 24200 LAURIE PESSAH BOD ADMIN/AST CLRK (BEG 10/19) 60.0 0.0 X 143382 0 38830 DAVID BALTIMORE DIRECTOR 1.0 0.0 X 0 0 0 GEORGE Q DALEY DIRECTOR 1.0 0.0 X 0 0 0 LAWRENCE BACOW DIRECTOR 1.0 0.0 X 0 0 0 LOUIS V GERSTNER JR DIRECTOR 1.0 0.0 X 0 0 0 SETH KLARMAN DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM HELMAN DIRECTOR 1.0 0.0 X 0 0 0 ARTHUR LEVINSON DIRECTOR 1.0 0.0 X 0 0 0 ELIZABETH NABEL DIRECTOR 1.0 0.0 X 0 0 0 MARK NUNNELLY DIRECTOR 1.0 0.0 X 0 0 0 L RAFAEL REIF DIRECTOR 1.0 0.0 X 0 0 0 ERIC E SCHMIDT DIRECTOR 1.0 0.0 X 0 0 0 PHILLIP SHARP DIRECTOR 1.0 0.0 X 0 0 0 SHIRLEY TILGHMAN DIRECTOR 1.0 0.0 X 0 0 0 GERUN RILEY DIRECTOR 1.0 0.0 X 0 0 0 JAMES MANYIKA DIRECTOR 1.0 0.0 X 0 0 0 5863680 0 489424 547 false true false EMC CORPORATION 55 CONSTITUTION BLVD FRANKLIN MA 02038 IT SUPPORT SERVICES 7206551 JOHNSON MARCOU ISSACS LLC PO BOX 691 HOSCHTON GA 30548 LEGAL 5621636 FOLEY LARDNER LLP 3000 K STREET NW SUITE 600 WASHINGTON DC 200075109 LEGAL 5315953 SIENA CONSTRUCTION CORP 38 SIDNEY STREET CAMBRIDGE MA 02139 CONSTRUCTION 3578480 QUINN EMANUEL URQUHART SULLIVAN 865 SOUTH FIGUEROA STREET 10TH FL LOS ANGELES CA 90017 LEGAL 3108958 74 52500000 136736592 306982570 1426139 496219162 RESEARCH 541700 48301617 48301617 USE OF FACILITIES 541700 1708687 748108 960579 REBATES 541700 363781 363781 SYMPOSIUM SPONSORSHIP 541700 589356 589356 CONFERENCE REGISTRATION FEES 541700 65100 65100 147332 147332 51175873 4476398 -912769 5389167 0 20181082 20181082 259444 177190 82254 0 82254 82254 14718470 454586 0 446849 14718470 7737 14726207 498903 14227304 0 0 0 0 0 0 0 0 0 0 586860976 50215294 546713 39879807 44806180 44806180 2923764 2923764 12142567 12142567 0 3794177 903449 2185793 704935 0 173926159 133073952 39097585 1754622 13222607 11114399 1906189 202019 20655964 17362584 2977792 315588 11582231 9735564 1669710 176957 0 11851035 18775 11768911 63349 305244 305244 1500 1500 221008 221008 4399868 4399868 26501551 15392146 10982936 126469 725650 197019 508762 19869 1333219 460413 804417 68389 39876914 30545339 9311283 20292 0 35167520 30524722 4541131 101667 3859979 2875695 919137 65147 0 5530156 1523663 3663057 343436 16992994 14296881 2582617 113496 0 32095291 29621370 2380594 93327 648948 648948 MATERIALS & SERVICES 56276783 56014463 262109 211 MINOR EQUIPMENT & RENTALS 382216 290392 91737 87 OTHER 2268962 359785 1908538 639 521492487 414183122 102917858 4391507 10478559 29939970 245490154 218643074 186981569 107176520 84532175 93843535 0 0 0 0 1399674 389047 18010753 16578549 25369835 35484718 669531646 257103703 418697302 412427943 0 24226720 555137535 694137136 0 0 0 0 27171557 33729163 1573269113 1666576375 101849076 101318624 0 0 48826817 71251345 284732474 282049565 6428517 7738993 0 0 0 0 12558485 0 132494409 143147334 586889778 605505861 X 217122811 220148082 769256524 840922432 986379335 1061070514 1573269113 1666576375 X 65368489 6546949 2775741 X false true X true true true X 319014517 379300376 390453832 463786973 496219162 2048774860 0 0 319014517 379300376 390453832 463786973 496219162 2048774860 389544274 1659230586 2323612 15922730 5575342 21544369 24916924 70282977 313976 197408 1440261 1290451 688306 3930402 0 0 0 0 2122988239 196983315 0.78155 0.78148 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1500 1500 false Lobbying Activities Schedule C, Part II-B The Broad Institute belongs to a membership organization which engages in lobbying activities. Dues of $1,500 have been specifically identified as pertaining to lobbying. false true X 644800017 58099417 15763759 29825228 688837965 644424145 12819299 16395139 28838566 644800017 609290574 33061765 30417343 28345537 644424145 586782214 14351557 36161058 28004255 609290574 616048732 15404 -2300829 26981093 586782214 0.99000 0.01000 true false 25000000 25000000 304636892 75849723 228787169 58445382 32597129 25848253 176443733 139671606 36772127 105005639 8985245 96020394 412427943 FUND OF FUNDS 694137136 F 694137136 0 CAPITAL LEASE OBLIGATIONS 99286864 INVESTMENTS HELD FOR THE SFBI 43860470 143147334 592125552 6546949 2775741 9322690 582802862 4399868 -341754 4058114 586860976 517434373 341754 341754 517092619 4399868 4399868 521492487 AGENCY FUNDS SCHEDULE D, PART IV, LINE 2B THE BROAD INSTITUTE IS AN AGENT FOR FUNDS OF THE STARR CANCER CONSORTIUM (SCC) WHICH ARE INCLUDED ON FORM 990, PART X, LINE 2. AN OFFSETTING LIABILITY IS REPORTED FOR THE SAME AMOUNT ON FORM 990, PART X, LINE 21. THE SCC IS A COLLABORATIVE RESEARCH FRAMEWORK AMONG FIVE INSTITUTIONS INCLUDING THE BROAD INSTITUTE. ENDOWMENT SCHEDULE D, PART V, LINE 4 THE BROAD INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE INSTITUTE'S PRIMARY RESEARCH MISSION. OTHER LIABILITIES SCHEDULE D, PART X, LINE 2 THE BROAD INSTITUTE DOES NOT HAVE A FIN 48 (ASC 740) STATEMENT. RECONCILIATION OF REVENUE/EXPENSES SCHEDULE D, PART XI, 2D THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $2,775,741 IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. SCHEDULE D, PART XI, 4B AND PART XII, 2D LOSSES ON ASSET SALES OF $164,564 AND RENTAL EXPENSES OF $177,190 ARE REPORTED AS EXPENSES IN THE INSTITUTE'S FINANCIAL STATEMENTS. true Europe (Including Iceland and Greenland) Grantmaking Research 5941506 Middle East and North Africa Grantmaking RESEARCH 46760 East Asia and the Pacific Grantmaking Research 4089062 North America Grantmaking Research 483279 Sub-Saharan Africa Grantmaking RESEARCH 1581961 East Asia and the Pacific 2 Program Services RESEARCH 196619 Europe (Including Iceland and Greenland) 10 Program Services RESEARCH 623777 Middle East and North Africa 1 Program Services RESEARCH 27728 North America 1 Program Services RESEARCH 47554 South Asia 1 Program Services RESEARCH 177014 Sub-Saharan Africa 1 Program Services RESEARCH 118920 Central America and the Caribbean Program Services Send agents to seminar 5221 East Asia and the Pacific Program Services Send agents to seminar 221863 Europe (Including Iceland and Greenland) Program Services Send agents to seminar 608408 Middle East and North Africa Program Services Send agents to seminar 254314 North America Program Services send agents to seminar 135656 Russia and the Newly Independent States Program Services Send agents to seminar 4186 South America Program Services Send agents to seminar 3574 South Asia Program Services Send agents to seminar 25836 Sub-Saharan Africa Program Services Send agents to seminar 97263 East Asia and the Pacific Fundraising Fundraising 4037 Europe (Including Iceland and Greenland) Fundraising Fundraising 3451 Middle East and North Africa Fundraising Fundraising 22839 16 16 14563828 157000 14720828 Sub-Saharan Africa Subaward 283999 WIRE Europe (Including Iceland and Greenland) Subaward 195000 WIRE Europe (Including Iceland and Greenland) Subaward 181000 WIRE East Asia and the Pacific Subaward 3252563 WIRE East Asia and the Pacific Subaward 38928 WIRE East Asia and the Pacific Subaward 371840 WIRE East Asia and the Pacific Subaward 36725 WIRE Europe (Including Iceland and Greenland) Subaward 100456 WIRE Europe (Including Iceland and Greenland) Subaward 95631 WIRE North America Subaward 221893 WIRE Europe (Including Iceland and Greenland) Subaward 471703 WIRE Europe (Including Iceland and Greenland) Subaward 78479 WIRE Europe (Including Iceland and Greenland) Subaward 26020 WIRE Europe (Including Iceland and Greenland) Subaward 95000 WIRE Middle East and North Africa Subaward 46760 WIRE Sub-Saharan Africa Subaward 309784 WIRE Sub-Saharan Africa Subaward 242967 WIRE Europe (Including Iceland and Greenland) Subaward 128429 WIRE Europe (Including Iceland and Greenland) Subaward 857947 WIRE Sub-Saharan Africa Subaward 745211 WIRE Europe (Including Iceland and Greenland) Subaward 1111989 WIRE Europe (Including Iceland and Greenland) Subaward 106998 WIRE North America Subaward 10695 CHECK North America Subaward 210893 CHECK North America Subaward 39797 WIRE Europe (Including Iceland and Greenland) Subaward 2030446 WIRE Europe (Including Iceland and Greenland) Subaward 207735 WIRE Europe (Including Iceland and Greenland) Subaward 22497 WIRE Europe (Including Iceland and Greenland) Subaward 41400 WIRE East Asia and the Pacific Subaward 171990 WIRE East Asia and the Pacific Subaward 18600 WIRE Europe (Including Iceland and Greenland) Subaward 95474 WIRE Europe (Including Iceland and Greenland) Subaward 28370 WIRE East Asia and the Pacific Subaward 110578 WIRE Europe (Including Iceland and Greenland) Subaward 66932 WIRE East Asia and the Pacific Subaward 87838 WIRE 33 3 true false true true false true SCHEDULE F, PART I, LINE 2 The Institute assigns responsibility for monitoring the use of grant funds outside of the United States to its Office of Sponsored Research. This office monitors all grant making activity including all applicable compliance regulations. Monitoring includes periodic reviews of budget to actual reports by both the Office of Sponsored Research and the Principal Investigator to ensure funds are used according to the agreement. Expenses are accounted for on an accrual basis. X X X X X true THE HELEN BROWN GROUP 48 SUMMER STREET SUITE 2 WATERTOWN MA 02472 CONSULTING false 76800 JULIANA SOHN 62 2ND AVENUE APT 6E NEW YORK NY 10003 CONSULTING false 12545 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTOWN SC 29492 CONSULTING false 7450 MOTHANDRUST LTD 18 ASHWIN STREET LONDON DALSTON UK CONSULTING false 27308 LINKEDU INC 44 SPRING STREET WATERTOWN MA 02472 CONSULTING false 32185 WALLBROOK ADVISORY LTD 1177 AVENUE OF THE AMERICAS NEW YORK NY 10036 CONSULTING false 5000 BRIDGESPAN GROUP INC 2 COPLEY PLACE 7TH FL SUITE 3700B BOSTON MA 02116 CONSULTING false 50000 211288 MA true 3 POINT BIO LLC 4 DANA RD BOXFORD MA 01921 364806076 N/A 1138062 PROGRAM SUPPORT American Heart Association 7272 GREENVILLE AVE DALLAS TX 752314596 135613797 501(c)(3) 49171 PROGRAM SUPPORT Baylor College of Medicine One Baylor Plaza HOUSTON TX 770303411 741613878 501(c)(3) 25019 Program Support BETH ISRAEL DEACONESS MEDICAL CTR 330 Brookline Ave BOSTON MA 02215 042103881 501(c)(3) 1769550 Program Support BRIGHAM & WOMENS HOSPITAL 75 FRANCIS ST BOSTON MA 02115 042312909 501(c)(3) 1250795 Program Support CHILDRENS HOSPITAL OF BOSTON 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(c)(3) 839123 Program Support Color Genomics Inc 863 MITTEN RD BURLINGAME CA 94010 463353585 N/A 772920 PROGRAM SUPPORT COLORADO STATE UNIVERSITY 6003 CAMPUS DELIVERY FT COLLINS CO 80523 846000545 GOV'T 34962 PROGRAM SUPPORT COLUMBIA UNIVERSITY 535 W 116th St Ste 116 NEW YORK NY 10027 135598093 501(c)(3) 554309 Program Support DANA FARBER CANCER INSTITUTE BP451 450 BROOKLINE AVE BOSTON MA 02215 042263040 501(c)(3) 2580044 Program Support DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 282602651 560532129 501(c)(3) 489669 Program Support HARVARD UNIVERSITY 1350 MASS AVE CAMBRIDGE MA 021383800 042103580 501(c)(3) 11029124 Program Support JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST BALTIMORE MD 212182686 520595110 501(c)(3) 108169 Program Support JOSLIN DIABETES CTR One Joslin Pl BOSTON MA 02215 042203836 501(c)(3) 726135 Program Support MASSACHUSETTS EYE & EAR INFIRMARY 243 CHARLES ST BOSTON MA 02114 042103591 501(c)(3) 23368 PROGRAM SUPPORT MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 021142517 041564655 501(c)(3) 7159601 Program Support MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASS AVE CAMBRIDGE MA 02139 042103594 501(c)(3) 4257862 Program Support MCLEAN HOSPITAL 115 MILL ST BELMONT MA 02478 042697981 501(c)(3) 223589 PROGRAM SUPPORT NATIONAL DISEASE RESEARCH INTERCHANGE 8 PENN CENTER PHILADELPHIA PA 19103 232213205 501(c)(3) 150633 Program Support Northwestern University 633 CLARK ST EVANSTON IL 60208 362167817 501(c)(3) 204175 PROGRAM SUPPORT Rare Cancer Research Foundation 112 S DUKE ST SUITE 101 DURHAM NC 27701 463405526 501(c)(3) 132166 PROGRAM SUPPORT Rush University Medical Center 1700 WVan Buren No153 Chicago IL 60612 362174823 501(c)(3) 8410 Program Support SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501(c)(3) 267011 PROGRAM SUPPORT SOCIETY FOR NEUROSCIENCE 1121 14TH ST NW WASHINGTON DC 20005 520895843 501(c)(3) 50000 Program Support Stanford University PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501(c)(3) 540371 Program Support THE JACKSON LABORATORY 600 MAIN ST BAR HARBOR ME 04609 010211513 501(c)(3) 1018757 PROGRAM SUPPORT THE REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE ST ANN ARBOR MI 48109 386006309 Gov't 589246 PROGRAM SUPPORT THE UNIV OF MASSACHUSETTS MEDICAL SCHOOL 55 NORTH LAKE AVE WORCESTER MA 01655 043167352 GOV'T 205731 Program Support THE UNIVERSITY OF TEXAS HEALTH SCIENCE CTR PO BOX 301418 DALLAS TX 75303 741761309 Gov't 6055 PROGRAM SUPPORT TRUSTEES OF BOSTON UNIVERSITY 44 CUMMINGTON ST BOSTON MA 02215 042103547 501(c)(3) 342403 Program Support TRUSTEES OF TUFTS COLLEGE 169 HOLLAND ST SOMERVILLE MA 02144 042103634 501(c)(3) 311808 PROGRAM SUPPORT UCHICAGO ARGONNE LLC 5801 S ELLIS AVE CHICAGO IL 60637 680628477 501(c)(3) 71161 Program Support UNIVERSITY OF ALABAMA TUSCALOOSA 313 ROSE ADMIN BLDG TUSCALOOSA AL 35487 636001138 501(c)(3) 38724 PROGRAM SUPPORT UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DR LA JOLLA CA 92093 956006144 Gov't 184416 PROGRAM SUPPORT University of California Santa Cruz 1156 HIGH ST Santa Cruz CA 95064 941539563 Gov't 1276992 Program Support UNIVERSITY OF CHICAGO 6054 S DREXEL AVE CHICAGO IL 60637 362177139 501(c)(3) 1427998 PROGRAM SUPPORT University of Maryland Baltimore 1420 N CHARLES ST BALTIMORE MD 21201 526002033 Gov't 285174 PROGRAM SUPPORT University of North Carolina PO Box 2688 Chapel Hill NC 27515 566001393 501(c)(3) 116620 PROGRAM SUPPORT UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 231352685 501(c)(3) 233868 PROGRAM SUPPORT University of Southern California 3500 S Figeuroa St LOS ANGELES CA 90089 951642394 501(c)(3) 31701 PROGRAM SUPPORT UNIVERSITY OF UTAH 201 PRESIDENT CR SALT LAKE CITY UT 84112 876000525 501(c)(3) 449361 Program Support University of Washington 4333 Brooklyn Ave SEATTLE WA 98195 916001537 Gov't 171707 Program Support Vanderbilt University Medical Center 1161 21st AVE S NASHVILLE TN 372325545 352528741 501(c)(3) 201391 PROGRAM SUPPORT VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST RICHMOND VA 232980568 546001758 Gov't 116690 PROGRAM SUPPORT WAKE FOREST UNIVERSITY HEALTH SCIENCES 1834 WAKE FOREST RD WINSTONSALEM NC 27109 223849199 501(c)(3) 24025 PROGRAM SUPPORT Washington University in St Louis 660 S EUCLID AVE ST LOUIS MO 63110 430653611 501(c)(3) 167399 PROGRAM SUPPORT Weill Cornell Medical College 445 E 69th St New York NY 10021 131623978 501(c)(3) 771100 Program Support WHITEHEAD INSTITUTE 455 MAIN ST CAMBRIDGE MA 02142 061043412 501(c)(3) 83115 Program Support Yale University PO Box 1873 New Haven CT 065208239 060646973 501(c)(3) 279247 Program Support Fathom Information Design 300 Cambridge St Boston MA 02114 271573165 N/A 666667 Program Support California Institute of Technology 1200 E CA Blevrd Pasadena CA 91125 951643307 501(c)(3) 57300 Program Support Dimagi Inc 585 Mass Ave Ste 3 Cambridge MA 02139 830343298 N/A 335440 Program Support International Neuroethics Society 4938 Hampden Lane 553 Bethesda MD 20814 205230980 501(c)(3) 10000 Program Support Mayo Clinic 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 57772 Program Support National Alliance on Mental Illness 4301 Wilson Blvd Ste300 Arlington VA 22203 431201653 501(c)(3) 48037 Program Support Oregon Health & Science University 0690 SW Bancroft Portland OR 972394244 931176109 Gov't 19605 Program Support Oregon State University A312 Kerr Admin Bldg Corvallis OR 97331 936022772 501(c)(3) 20756 Program Support Princeton University 701 Carnegie Center Princeton NJ 08540 210634501 501(c)(3) 62856 Program Support The Inspire Project Inc 329 Pine Tree Road Venice FL 34293 823692406 501(c)(3) 97936 Program Support Seven Bridges Genomics Inc 529 Main St Ste 6610 Charlestown MA 02129 453415885 N/A 33694 Program Support St Jude Children's Research Hospital Inc 262 Danny Thomas Place Memphis TN 38105 620646012 501(c)(3) 96826 Program Support The Rockefeller University 1230 York Avenue New York NY 10065 131624158 501(c)(3) 219522 Program Support Tufts Medical Center Inc 800 Washington Street Boston MA 02111 043400617 501(c)(3) 32461 Program Support University of CaliforniaSan Francisco PO Box 748872 Los Angeles CA 90074 946036493 Gov't 151593 Program Support University of Minnesota NW5960 PO Box 1450 Minneapolis MN 55485 416007513 Gov't 97723 Program Support University of Mississippi Medical Center 2500 N State St Jackson MS 392164505 646008520 Gov't 71606 Program Support University of Wisconsin-Madison 21 N Park St Ste 6401 Madison WI 53715 396006492 501(c)(3) 108249 Program Support 62 5 EXTERNAL FELLOWSHIPS 28 1030579 TUITION 67 1893185 SCHEDULE I PART I LINE 2 THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS INSIDE OF THE UNITED STATES TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. X X X false true X X X X X false true false false false false false false false ERIC S LANDER DIRECTOR, PRESIDENT & CEO 1348223 579129 25050 26381 1978783 482739 JUSTINE LEVIN-ALLERHAND CHIEF DEVELOP. OFFICER/CLERK 557970 22056 25050 29691 634767 JESSE SOUWEINE TREASURER (UNT 10/19)/COO 458074 20075 25333 26214 529696 JOHN TRAVIA SR.ADVISOR CFO/ASST TREASURER 256074 20808 24958 28891 330731 STACEY GABRIEL SR. DIR. GENOMICS PLATFORM 384726 20379 25050 17713 447868 MARTIN DRYSDALE DIR DEV THERAPEUTICS(UNT 3/20) 347416 2163 25050 9136 383765 ISRAEL ROZEN CHIEF BUSINESS OFFICER 342090 1914 25050 29141 398195 DAN SHORE CFO/TREASURER (BEG 10/19) 199912 957 10500 13700 225069 LAURIE PESSAH BOD ADMIN/AST CLRK (BEG 10/19) 140595 2787 9113 29717 182212 MORGAN SHENG CORE INSTITUTE MEMBER 218808 0 262905 3500 1688 486901 BETH ZELNICK KAUFMAN CHIEF LEGAL OFFICER 218532 121279 14000 17983 371794 ANDY PORTER CHIEF PEOPLE OFCR (UNT 11/19) 317389 0 19419 25050 21465 383323 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B AS AN ELEMENT OF HIS AMENDED AND RESTATED EMPLOYMENT CONTRACT EFFECTIVE JULY 1, 2014, THE PRESIDENT/CEO RECEIVED A LUMP SUM PAYMENT OF $536,377 ON JUNE 30, 2018 AND 2019, RESPECTIVELY, WHICH HE WAS ENTITLED TO RECEIVE UPON REMAINING IN THE POSITION OF CORE FACULTY MEMBER OF THE BROAD INSTITUTE. PROVISION OF BENEFITS FORM 990, SCHEDULE J, LINE 1A AS AN ELEMENT OF HIS COMPENSATION ARRANGEMENT, A CORE INSTITUTE MEMBER RECEIVED A HOUSING ALLOWANCE AND RELOCATION ALLOWANCE DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2019. THE CORE INSTITUTE MEMBER RECEIVED GROSS-UP PAYMENTS ON CERTAIN AMOUNTS FOR TAX PURPOSES. AS AN ELEMENT OF HER COMPENSATION ARRANGEMENT, THE CHIEF LEGAL OFFICER RECEIVED A RELOCATION ALLOWANCE DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2019. HOUSING, RELOCATION BENEFITS, AND TAX GROSS UP PAYMENTS ARE REFLECTED IN THE "OTHER REPORTABLE COMPENSATION" AMOUNT ON SCHEDULE J, PART II, COLUMN B (III). THESE BENEFITS WERE REVIEWED AND APPROVED BY APPOINTED LEADERSHIP WITHIN THE INSTITUTE. A MASS DEVELOPMENT FINANCE AGENCY - SERIES 2017 043431814 57584X3E9 2017-11-16 291123863 DEFEASANCE OF PRIOR BOND ISSUE false false false A 0 0 291123863 0 0 288787345 2336518 0 0 0 0 0 2017 false true true true A false true false true true 0 false false false false A false true false true false false 0 false 0 false true A true ARBITRAGE RABATE COMPUTATION PART IV, LINE 2C THE MASS DEVELOPMENT FINANCE AGENCY REVENUE BONDS 2017 SERIES REBATE COMPUTATION FOR THE PERIOD ENDING JUNE 30, 2022 WILL BE PERFORMED BY AUGUST 30, 2022. X 7 998977 MARKET VALUE X EQUIPMENT 1 427162 REPLACEMENT VALUE false true false SCHEDULE M, PART I, Column (b) The number of contributions are used for reporting the list of noncash contributions. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 THE MISSION OF THE BROAD INSTITUTE IS TO PROPEL PROGRESS IN BIOMEDICINE, THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE, AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE TO THE SCIENTIFIC COMMUNITY TO BENEFIT THE PUBLIC. VOLUNTEERS FORM 990, PART I, LINE 6 THE BROAD INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS AND COMMITTEE MEMBERS THAT ARE UNCOMPENSATED. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A THE BROAD INSTITUTE OPERATES FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO IMPROVE HUMAN HEALTH BY USING GENOMICS TO ADVANCE ITS UNDERSTANDING OF THE BIOLOGY AND TREATMENT OF HUMAN DISEASE, AND TO HELP LAY THE GROUNDWORK FOR A NEW GENERATION OF THERAPIES. THE INSTITUTE DEFINES A NEW COLLABORATIVE MODEL FOR BIOMEDICAL RESEARCH, BRINGING TOGETHER EXTRAORDINARY SCIENTISTS ACROSS HARVARD, MIT AND HARVARD-AFFILIATED HOSPITALS AND USES NEW APPROACHES THAT COMBINE BIOLOGY, CHEMISTRY, MATHEMATICS, COMPUTATION AND ENGINEERING WITH MEDICAL SCIENCE AND CLINICAL RESEARCH. ITS SCIENTISTS ARE COMMITTED TO UNDERSTANDING THE FUNDAMENTAL BASIS OF GENOME AND CELL BIOLOGY, AND TO DEVELOPING TRANSFORMATIVE NEW APPROACHES TO BIOMEDICAL RESEARCH. SCIENTIFIC AREAS INCLUDE CHEMICAL BIOLOGY AND THERAPEUTICS SCIENCE, DRUG DISCOVERY, GENOME REGULATION, CELLULAR CIRCUITRY AND EPIGENOMICS, IMMUNOLOGY, MEDICAL AND POPULATION GENETICS, AND METABOLISM. BROAD'S RESEARCHERS BRING EXPERTISE IN DIFFERENT TECHNOLOGY AREAS, CALLED PLATFORMS, TO COLLABORATE ON CHALLENGING PROJECTS THAT COULD NOT BE DONE WITHIN A TYPICAL RESEARCH LABORATORY. TECHNOLOGY AREAS INCLUDE DATA SCIENCES AND DATA ENGINEERING, GENETIC PERTURBATION, GENOMICS, IMAGING, METABOLOMICS AND PROTEOMICS. THE INSTITUTE IS FOCUSED ON USING COLLABORATIVE APPROACHES TO MAKE FOUNDATIONAL ADVANCES IN A NUMBER OF DISEASE AREAS. THESE AREAS INCLUDE CANCER, CARDIOVASCULAR DISEASE, DIABETES, INFECTIOUS DISEASE AND MICROBIOME, KIDNEY DISEASE, OBESITY, PSYCHIATRIC DISEASE AND RARE DISEASE. THE BROAD INSTITUTE IS COMMITTED TO MAKING THE EXTENSIVE DATA, METHODS, AND TECHNOLOGIES IT GENERATES SECURELY, RAPIDLY AND READILY ACCESSIBLE TO THE SCIENTIFIC COMMUNITY TO DRIVE BIOMEDICAL PROGRESS AROUND THE WORLD. OVER 8,700 SCIENTIFIC PUBLICATIONS TO DATE HAVE RESULTED FROM BROAD RESEARCH. THE BROAD INSTITUTE HOLDS AN ANNUAL SCIENTIFIC RETREAT, A TWO-DAY MEETING FEATURING PRESENTATIONS AND POSTERS ON A VARIETY OF RESEARCH PROJECTS ACROSS THE INSTITUTE, ATTENDED BY APPROXIMATELY 2,000 PARTICIPANTS FROM THE COMMUNITY IN 2019. THE BROAD'S EDUCATIONAL OUTREACH PROGRAM ENGAGES BOSTON-CAMBRIDGE AREA HIGH SCHOOL STUDENTS IN SCIENTIFIC RESEARCH BY PROVIDING SUMMER INTERNSHIPS AND SEMESTER-LONG RESEARCH PROJECTS. IN 2019, 12 HIGH SCHOOL STUDENTS PARTICIPATED IN A SUMMER SCHOLARS PROGRAM DURING THE ACADEMIC YEAR. IN ADDITION, THE EDUCATIONAL PROGRAM SPONSORS CLASS VISITS TO THE BROAD. THERE WERE 20 EDUCATIONAL TOURS IN 2019 THAT INCLUDED APPROXIMATELY 305 HIGH SCHOOL STUDENTS. IN 2019, AS PART OF THE FOURTH ANNUAL BROAD SCIENTISTS IN THE CLASSROOM PROGRAM WITH CAMBRIDGE PUBLIC SCHOOLS, BROAD SCIENTISTS VISITED 8TH GRADE CLASSROOMS THROUGHOUT A SCIENCE UNIT. BROAD SERVED APPROXIMATELY 401 STUDENTS THROUGHOUT THIS INITIATIVE. BROAD VOLUNTEERS MENTORED 30 STUDENTS IN THE BIO-CODING CLUB DESIGNED TO ENGAGE 6-8 GRADERS IN THE FIELD OF BIOLOGY WITH HANDS ON ACTIVITIES. BROAD ALSO PARTICIPATED IN NETPALS IN 2019, WHICH MATCHED 19 MIDDLE SCHOOL STUDENTS WITH A SCIENTIST MENTOR. ALSO IN 2019, BROAD PARTICPATED IN SEVERAL EDUCATIONAL EVENTS THROUGHOUT THE LOCAL COMMUNITY. BROAD HOSTED AN ANNUAL ACTIVITY BOOTH AND SCIENCE TRIVIA CHALLENGE AT THE CAMBRIDGE SCIENCE FESTIVAL WHERE STUDENTS HAD THE OPPORTUNITY TO MEET AND INTERACT WITH BROAD SCIENTISTS, REACHING ABOUT 300 K-12 STUDENTS. BROAD ALSO PARTICIPATED IN THE CAMBRIDGE PUBLIC SCHOOLS COMPUTER SCIENCE PLAYGROUND EVENT, THE SOMERVILLE HIGH SCHOOL SCIENCE FAIR AND THE CAMBRIDGE "STEAM IT UP" EVENT, IMPACTING A TOTAL OF 105 STUDENTS. TO HELP INSPIRE YOUNG PEOPLE AND INCREASE THE NUMBER OF SCIENTISTS FROM DIVERSE BACKGROUNDS, THE BROAD'S DIVERSITY INITIATIVE IN SCIENTIFIC RESEARCH OFFERS PROGRAMS FOR MINORITIES AT DIFFERENT STAGES OF THEIR EDUCATION AND CAREERS. IN 2019, 15 HIGH SCHOOL STUDENTS, 14 UNDERGRADUATE STUDENTS AND 7 FACULTY MEMBERS PARTICIPATED IN THESE PROGRAMS. RELATIONSHIPS AMONG FORM 990 PART VI, LINE 2 PHILLIP SHARP IS AN EMPLOYEE OF MIT AND L. RAFAEL REIF IS THE PRESIDENT OF MIT; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. GEORGE Q. DALEY IS AN EMPLOYEE OF HARVARD AND LAWRENCE BACOW IS THE PRESIDENT OF HARVARD; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. SHIRLEY TILGHMAN IS THE CHAIR OF CALICO'S SCIENTIFIC BOARD AND ART LEVINSON IS THE CEO OF CALICO; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. MEMBERS FORM 990 PART VI, LINE 6 THE MEMBERS OF THE BROAD INSTITUTE CONSIST OF MIT, HARVARD, AND THE ELI AND EDYTHE BROAD FOUNDATION. DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS FORM 990 PART VI, LINE 7A AND 7B BROAD MEMBERS (HARVARD, MIT AND THE BROAD FOUNDATION) EXERCISE ALL POWERS CONSISTENT WITH THE ACTIVITIES AND AFFAIRS OF THE BROAD INSTITUTE. THE MEMBERS HAVE ALL POWERS AND RIGHTS AS ARE VESTED IN THEM BY LAW, THE ARTICLES OF ORGANIZATION AND THE BY-LAWS, WHICH INCLUDE AMENDMENTS TO THE BY-LAWS AND ARTICLES OF INCORPORATION, THE ELECTION OR REPLACEMENT OF DIRECTORS AND DISSOLUTION OF THE INSTITUTE. THE MEMBERS SHALL HOLD AN ANNUAL MEETING FOR ELECTION OF DIRECTORS AND FOR THE CONDUCT OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. REVIEW OF 990 FORM 990, PART VI, LINE 11B THE BROAD INSTITUTE'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF THE INSTITUTE'S AUDITORS, PRICEWATERHOUSECOOPERS LLP. THE DRAFT FORM 990 WAS PROVIDED TO THE INSTITUTE'S SENIOR MANAGEMENT AND AUDIT, RISK AND COMPLIANCE COMMITTEE FOR REVIEW AND COMMENT. THE FULL BOARD RECEIVED A COMPLETED COPY OF THE FORM 990 PRIOR TO THE FORM BEING FILED WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C Each Director and Officer has a duty to place the interest of the Institute foremost in any dealing with the Institute and has a continuing responsibility to comply with the requirements of this Policy. Promptly following their election or appointment, and thereafter not later than the first day of December of each year, each Director and Officer shall acknowledge their familiarity with this Policy and shall disclose in writing to the Chairman of the Board any existing financial or other material interests subject to this Policy by completing a Conflict Of Interest Disclosure Statement. The Conflict Of Interest Disclosure Statements shall be reviewed by the Chairman of the Board. Any issues not previously disclosed shall be referred by them to the Board or appropriate Committee. The Conflict Of Interest Disclosure Statements shall be retained in the confidential files of the Chairman of the Board. COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE BROAD INSTITUTE ENGAGED A CONSULTING FIRM TO CONDUCT AN INDEPENDENT STUDY FOR THE PRESIDENT/CEO'S COMPENSATION AND FOR THE COMPENSATION OF OTHER TOP ADMINISTRATIVE POSITIONS, IN 2014 AND 2018, RESPECTIVELY. THE STUDY FINDINGS WERE PRESENTED TO THE LEADERSHIP, POLICY AND GOVERNANCE COMMITTEE WHO REVIEWED, AND THEIR DELIBERATIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. PUBLIC DISCLOSURE OF DOCUMENTS FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. THE FORM 1023 IS MADE AVAILABLE UPON REQUEST. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, LINE 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE ANNUALLY FILED MASSACHUSETTS FORM PC, WHICH IS AVAILABLE TO THE PUBLIC. THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $2,775,741 IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. CLINICAL RESEARCH SEQ PLATFORM LLC 415 MAIN STREET CAMBRIDGE MA 02142 352469571 SEQUENCING MA 23347475 11063919 BROAD INST GENOME BRIDGE LLC 415 MAIN STREET CAMBRIDGE MA 02142 900984758 COMBINE DATA MA 0 0 BROAD INST THE STANLEY FUND FOR THE BROAD INSTITUTE 415 MAIN SREET CAMBRIDGE MA 02142 465574304 SUPPORT. ORG. MA 501(c)(3) 12a BROAD INST true false false true false false false false false false false false true false false false false false false true THE STANLEY FUND FOR THE BROAD INSTITUTE C 52500000 BOOK VALUE THE STANLEY FUND FOR THE BROAD INSTITUTE S 10000000 BOOK VALUE