HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-03-18
- IRS object ID
- 202140779349300539
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-18T16:00:39-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13th Street NW Ste 1000 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590735717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Hughes Medical Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 3012158500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Monique L Marcus | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Signature | 2021-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle Michalowski | PreparerPersonNm |
| PTIN | P00755304 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erin O'Shea | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,258,851,056 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HHMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE HOWARD HUGHES MEDICAL INSTITUTE IS A PHILANTHROPY THAT SERVES SOCIETY THROUGH THE DIRECT CONDUCT OF BIOMEDICAL RESEARCH AND SUPPORT FOR PROGRAMS IN SCIENCE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2474 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $16,771,155 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,857,498 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,998,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,653,609 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,771,764 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,307,204,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,451,456,638 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,665,366 | PYOtherRevenueAmt |
| CY Other Revenue | $10,063,170 | CYOtherRevenueAmt |
| PY Total Revenue | $1,411,381,183 | PYTotalRevenueAmt |
| CY Total Revenue | $1,467,289,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,069,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,133,715 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $504,827,068 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $396,520,729 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $542,776,572 | PYOtherExpensesAmt |
| CY Other Expenses | $494,723,216 | CYOtherExpensesAmt |
| PY Total Expenses | $1,081,673,510 | PYTotalExpensesAmt |
| CY Total Expenses | $947,377,660 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $329,707,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $519,912,021 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,544,411,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,840,455,852 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,405,125,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,608,555,667 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,139,285,949 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,231,900,185 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HOWARD HUGHES MEDICAL INSTITUTE ("INSTITUTE" OR "HHMI") IS THE NATION'S LARGEST PRIVATE BIOMEDICAL RESEARCH INSTITUTION, WITH OVER $21 BILLION IN NET ASSETS AT THE END OF ITS 2020 FISCAL YEAR. THE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE "THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY." | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $644,804,995 | ExpenseAmt |
| Revenue | $2,427,649 | RevenueAmt |
| Desc | MEDICAL RESEARCH ORGANIZATION ACTIVITIES (A) THE HHMI INVESTIGATOR PROGRAM (B) JANELIA RESEARCH CAMPUS (A) The HHMI Investigator Program The Howard Hughes Medical Institute's approach to biomedical research can be summarized in three words: people, not projects. By employing scientists as HHMI Investigators - rather than awarding research grants - the Institute provides long-term, flexible funding that enables its researchers to pursue their scientific interests wherever they lead. HHMI believes that scientists of exceptional talent and imagination will make fundamental discoveries of lasting scientific value and benefit to humanity if they are given the resources, time, and freedom to pursue challenging questions. HHMI Investigators receive a seven-year appointment, which is renewable pending favorable scientific review. The Institute nurtures the creativity and intellectual daring of scientists who are willing to set aside conventional wisdom or the "easy" question for a fundamental problem that may take many years to solve. Among the characteristics that distinguish this group of scientists are qualities such as creativity, a penchant for risk-taking, and a commitment to discovery, productivity, and perseverance. This unique research model is an imaginative and powerful alternative to funding biomedical research through grants. The HHMI Investigator Program employs more than 250 HHMI researchers, among them 14 Nobel laureates and more than 150 members of the National Academy of Sciences. HHMI Investigators direct Institute research laboratories on the campuses of 55 universities and other research organizations throughout the United States. Since the early 1990s, Investigators have been selected through rigorous national competitions. The Institute solicits applications directly from scientists at medical schools and other research institutions in the United States, with the aim of identifying those who have the potential to make significant contributions to science. HHMI employs an open application process to ensure that it is selecting its researchers from a broad and deep pool of scientific talent. In October 2019, the Institute announced that it is seeking to appoint approximately 20 new Investigators through a national open competition. HHMI anticipates selecting the new Investigators in Summer 2021. (B) Janelia Research Campus HHMI's Janelia Research Campus in Ashburn, Virginia, helps open scientific fields by breaking through technical and intellectual barriers. At Janelia, integrated teams of lab scientists and tool-builders pursue a small number of scientific questions with potential for transformative impact. To drive science forward, methods, results, and tools are shared with the scientific community. In late 2017, Janelia moved to a 15-year research model. Under this new model, Janelia plans to develop a given research area for roughly 15 years to gain traction and attract outside interest, at which point it will cycle to a new area of focus. This approach enables Janelia to stay at the frontier of science, advancing one to three research areas at any point in time. Janelia's first research area is Mechanistic Cognitive Neuroscience. Janelia intends to announce its second research area in the next fiscal year. In January 2020, Ron Vale became Janelia's second Executive Director. Vale had been an HHMI investigator at the University of California, San Francisco. He succeeded Janelia's Founding Executive Director, Gerry Rubin, who remains at Janelia to continue his scientific work. In the current fiscal year, there were 36 group leaders, four fellows, and 11 senior fellows at Janelia, in addition to graduate students, other scientific trainees, and visiting scientists. Janelia also operates a vibrant scientific conference program, bringing many scientists to its campus each year for educational meetings. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,233,055 | ExpenseAmt |
| Grant | $50,279,066 | GrantAmt |
| Revenue | $1,344,115 | RevenueAmt |
| Desc | SCIENCE EDUCATION AND RESEARCH GRANT PROGRAMS (A) SCIENCE EDUCATION GRANT AND RESEARCH PROGRAMS (B) EDUCATIONAL MEDIA GROUP (C) TANGLED BANK STUDIOS (D) HANNA H GRAY FELLOWS (E) FACULTY SCHOLARS (F) E-LIFE OPEN ACCESS JOURNAL (CONTINUED ON SCHEDULE O) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,883,301 | ExpenseAmt |
| Grant | $5,854,649 | GrantAmt |
| Desc | SUPPORT FOR INTERNATIONAL SCIENCE 4c: Support for International Science International Research Scholars Program HHMI continues to support forty-one scientists from 16 countries who were selected in 2017 as International Research Scholars, exceptional early-career scientists poised to advance biomedical research across the globe. HHMI teamed up with the Bill & Melinda Gates Foundation, the Wellcome Trust, and the Calouste Gulbenkian Foundation to develop scientific talent around the world, and with these partners awarded a total of over $29.3 million to this group of scholars. Each researcher receives a five-year award of $715,000, including indirect costs. The award is a major boost for scientists early in their careers and offers the freedom to pursue new research directions and creative projects that could develop into top-notch scientific programs. Africa Health Research Institute in South Africa In 2009, HHMI helped launch the KwaZulu-Natal Research Institute for TB-HIV (K-RITH) in collaboration with the University of KwaZulu-Natal (UKZN) and has provided significant funding to support its research efforts. In 2016, in a move to improve the health of people locally and globally, K-RITH joined forces with the Africa Centre for Population Health to form a groundbreaking new interdisciplinary institute to fight tuberculosis (TB), HIV and related diseases. The new organization, the Africa Health Research Institute (AHRI), is located at the heart of South Africa's TB and HIV co-epidemic in KwaZulu-Natal Province. The effort brings together the Africa Centre's detailed population data from over 100,000 participants, with K-RITH's expertise in basic science and its world-class laboratory facilities. HHMI, together with the Wellcome Trust, continues to provide grant support to AHRI, with the University College London and UKZN serving as significant academic partners. AHRI is committed to working towards the elimination of HIV and TB. To achieve this, the institute will bring together leading researchers from different fields, use cutting-edge science to improve people's health, and will help to train the next generation of African scientists. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $734,921,351 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 585 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2474 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | JE | ForeignCountryCd |
| Foreign Country | JO | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | KV | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | MT | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | MJ | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONIQUE L MARCUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012158500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 JONES BRIDGE ROAD | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALISON F RICHARD PHD | ||||||||||
| TRUSTEE, CHAIR EDUCATION COMM | 4.0 | 0.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| ANNE M TATLOCK | ||||||||||
| TRUSTEE, CHAIR NOM & GOV COMM | 4.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| CHARLENE BARSHEFSKY ESQ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| CLAYTON S ROSE PHD | ||||||||||
| TRUSTEE, CHAIR (AS OF 5/20); CHAIR AUDIT & COMP (UNTIL 5/20) | 6.0 | 0.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| DEBORA L SPAR PHD | ||||||||||
| TRUSTEE, CHAIR AUDIT & COMP (AS OF 5/20) | 4.0 | 0.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| FRED R LUMMIS | ||||||||||
| TRUSTEE, CHAIR FINANCE COMM | 4.0 | 0.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| JAMES A BAKER III ESQ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| JOSEPH L GOLDSTEIN MD | ||||||||||
| TRUSTEE, RESEARCH COMM | 4.0 | 0.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| KURT L SCHMOKE ESQ | ||||||||||
| TRUSTEE, CHAIR (UNTIL 5/20) | 6.0 | 0.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| MARGARET D TUTWILER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $33,333 | $0 | $0 | ||||
| PAUL M NURSE PHD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| BODO STERN PHD | ||||||||||
| CHIEF OF STRATEGIC INITIATIVES | 40.0 | 0.0 | $380,156 | $0 | $42,604 | Yes (X) | ||||
| DANIEL A CRONIN MBA PHD | ||||||||||
| VP & CHIEF FINANCIAL & OPERATING OFFICER (AS OF 7/20) | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID CLAPHAM PHD | ||||||||||
| VP & CHIEF SCIENTIFIC OFFICER | 40.0 | 0.0 | $819,882 | $0 | $68,129 | Yes (X) | ||||
| ERIN H O'SHEA PHD | ||||||||||
| PRESIDENT | 40.0 | 0.0 | $1,392,624 | $0 | $57,747 | Yes (X) | ||||
| GERALD M RUBIN PHD | ||||||||||
| VP&EXEC DIR, JRC (UNTIL 1/20); SENIOR GROUP LEADER (AS OF 2/20) | 40.0 | 0.0 | $849,941 | $0 | $117,423 | Yes (X) | ||||
| HEIDI E HENNING ESQ | ||||||||||
| VP & GENERAL COUNSEL & SECRETARY | 40.0 | 0.0 | $683,985 | $0 | $66,374 | Yes (X) | ||||
| JEREMY COMPTON | ||||||||||
| ASSISTANT CONTROLLER | 40.0 | 0.0 | $171,487 | $0 | $27,475 | Yes (X) | ||||
| LANDIS ZIMMERMAN | ||||||||||
| VP & CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $1,068,101 | $0 | $62,004 | Yes (X) | ||||
| LAUREN T SPILIOTES ESQ | ||||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY | 40.0 | 0.0 | $465,218 | $0 | $54,435 | Yes (X) | ||||
| MONIQUE L MARCUS | ||||||||||
| CONTROLLER | 40.0 | 0.0 | $214,061 | $0 | $54,783 | Yes (X) | ||||
| RONALD VALE PHD | ||||||||||
| VP & EXEC DIR, JANELIA RESEARCH CAMPUS (AS OF 2/20) | 40.0 | 0.0 | $513,211 | $0 | $61,448 | Yes (X) | ||||
| SEAN B CARROLL PHD | ||||||||||
| VP FOR SCIENCE EDUCATION | 40.0 | 0.0 | $762,161 | $0 | $55,923 | Yes (X) | ||||
| STEPHEN JASKO | ||||||||||
| CHIEF FINANCIAL OFFICER & TREASURER (UNTIL 10/19) | 40.0 | 0.0 | $455,247 | $0 | $40,865 | Yes (X) | ||||
| SUSAN S PLOTNICK | ||||||||||
| DIRECTOR OF FINANCE & ASSISTANT TREASURER | 40.0 | 0.0 | $248,954 | $0 | $61,603 | Yes (X) | ||||
| GREGORY DENINNO | ||||||||||
| MANAGING DIRECTOR, PRIVATE INVESTMENTS | 40.0 | 0.0 | $470,617 | $0 | $51,971 | Yes (X) | ||||
| RICHARD A PENDER | ||||||||||
| MANAGING DIRECTOR, GLOBAL EQUITIES | 40.0 | 0.0 | $554,482 | $0 | $60,795 | Yes (X) | ||||
| ROBERT J KOLYER JR | ||||||||||
| MANAGING DIRECTOR, DIVERSIFYING ASSETS | 40.0 | 0.0 | $563,329 | $0 | $59,417 | Yes (X) | ||||
| ERIC KANDEL MD | ||||||||||
| INVESTIGATOR | 40.0 | 0.0 | $721,060 | $0 | $66,630 | Yes (X) | ||||
| GLEN ZWICKER | ||||||||||
| MANAGING DIRECTOR & HEAD OF INVESTMENT OPS | 40.0 | 0.0 | $694,793 | $0 | $65,509 | Yes (X) | ||||
| RANDY W SCHEKMAN PHD | ||||||||||
| INVESTIGATOR | 40.0 | 0.0 | $681,056 | $0 | $56,792 | Yes (X) | ||||
| RICHARD AXEL MD | ||||||||||
| INVESTIGATOR | 40.0 | 0.0 | $700,343 | $0 | $59,995 | Yes (X) | ||||
| TOM CECH PHD | ||||||||||
| INVESTIGATOR | 40.0 | 0.0 | $690,494 | $0 | $63,537 | Yes (X) | ||||
| DENNIS MCKEARIN PHD | ||||||||||
| SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS | 40.0 | 0.0 | $468,787 | $0 | $61,497 | Yes (X) | ||||
| JOHN PALMISANO | ||||||||||
| CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY | 40.0 | 0.0 | $310,991 | $0 | $44,525 | Yes (X) | ||||
| ROBERT TJIAN PHD | ||||||||||
| INVESTIGATOR/FORMER PRESIDENT | 40.0 | 0.0 | $594,895 | $0 | $72,742 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,989,208 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,434,223 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 710 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC) | |||||
| 850 THIRD AVENUE | NEW YORK | NY | 10022 | INVESTMENT MGT | $20,985,295 |
| MAVERICK CAPITAL (VIA SPRUGOS INVESTMENTS IX LLC) | |||||
| 300 CRESCENT COURT 18TH FLOOR | DALLAS | TX | 75201 | INVESTMENT MGT | $7,510,443 |
| ARAMARK HARRISON LODGING | |||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | CONFERENCE CTR MGT | $3,845,147 |
| SELECT EQUITY GROUP INC (VIA SPRUGOS INVESTMENTS III LLC) | |||||
| 380 LAFEYETTE STREET | NEW YORK | NY | 10003 | INVESTMENT MGT | $3,722,140 |
| JONES LANG LASALLE AMERICAS INC | |||||
| 525 WILLIAM PENN PLACE | PITTSBURGH | PA | 15259 | FACILITIES MGT | $3,257,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 145 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,998,109 | AllOtherContributionsAmt |
| Total Contributions | $1,998,109 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900099 | $2,427,649 | $2,427,649 |
| TV & FILM INCOME | 900099 | $1,344,115 | $1,344,115 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,771,764 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,783,652 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$20,125,595 | UnrelatedBusinessRevenueAmt |
| Exclusion | $133,909,247 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,517,318 | TotalRevenueColumnAmt |
| Exclusion | $10,517,318 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $786,065 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,475,022 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$688,957 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$688,957 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$663,427 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$25,530 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,090,186,553 | SecuritiesAmt |
| Other | $37,572,786 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,790,086,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,300,100,200 | SecuritiesAmt |
| Other | $37,572,786 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,337,672,986 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $37,560,177 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,300,112,809 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA INCOME | 900099 | $168,698 | $168,698 |
| INVESTMENT REBATE | 900099 | -$88,808 | -$88,808 |
| CASH DISCOUNTS | 900099 | $132,640 | $132,640 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $234,809 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,467,289,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,771,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $16,771,155 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,444,748,653 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,347,143 | TotalAmt |
| Program Services | $43,347,143 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,931,923 | TotalAmt |
| Program Services | $6,931,923 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,854,649 | TotalAmt |
| Program Services | $5,854,649 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,962,872 | TotalAmt |
| Program Services | $3,231,619 | ProgramServicesAmt |
| Management And General | $10,731,253 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,337 | TotalAmt |
| Program Services | $1,153,337 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,737,317 | TotalAmt |
| Program Services | $255,660,948 | ProgramServicesAmt |
| Management And General | $39,076,369 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,229,053 | TotalAmt |
| Program Services | $18,948,802 | ProgramServicesAmt |
| Management And General | $3,280,251 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,670,907 | TotalAmt |
| Program Services | $41,576,275 | ProgramServicesAmt |
| Management And General | $6,094,632 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,767,243 | TotalAmt |
| Program Services | $14,474,884 | ProgramServicesAmt |
| Management And General | $2,292,359 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963,420 | TotalAmt |
| Program Services | $1,276,380 | ProgramServicesAmt |
| Management And General | $2,687,040 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,383 | TotalAmt |
| Program Services | $3,372 | ProgramServicesAmt |
| Management And General | $1,961,011 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,500 | TotalAmt |
| Management And General | $32,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,859,112 | TotalAmt |
| Management And General | $82,859,112 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,252,015 | TotalAmt |
| Program Services | $33,362,772 | ProgramServicesAmt |
| Management And General | $9,889,243 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198,806 | TotalAmt |
| Program Services | $1,685,244 | ProgramServicesAmt |
| Management And General | $1,513,562 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,579,631 | TotalAmt |
| Program Services | $4,121,424 | ProgramServicesAmt |
| Management And General | $4,458,207 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,423,477 | TotalAmt |
| Program Services | $65,671,041 | ProgramServicesAmt |
| Management And General | $6,752,436 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,797,375 | TotalAmt |
| Program Services | $4,034,481 | ProgramServicesAmt |
| Management And General | $762,894 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,271,652 | TotalAmt |
| Program Services | $2,281,295 | ProgramServicesAmt |
| Management And General | $1,990,357 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,957,411 | TotalAmt |
| Program Services | $16,663,902 | ProgramServicesAmt |
| Management And General | $6,293,509 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,112,671 | TotalAmt |
| Program Services | $76,222,962 | ProgramServicesAmt |
| Management And General | $9,889,709 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,677 | TotalAmt |
| Program Services | $136,550 | ProgramServicesAmt |
| Management And General | $378,127 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB & OTHER SCIENTIFIC SUPPLIES | $100,756,192 | $100,136,810 | $619,382 |
| MINOR EQUIPMENT & RENOVATIONS | $19,776,364 | $18,266,300 | $1,510,064 |
| EQUIPMENT MAINTENANCE | $14,636,246 | $10,324,420 | $4,311,826 |
| INCOME TAX | $123,003 | $0 | $123,003 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,504,281 | TotalAmt |
| Program Services | $9,554,818 | ProgramServicesAmt |
| Management And General | $14,949,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,377,660 | TotalAmt |
| Program Services | $734,921,351 | ProgramServicesAmt |
| Management And General | $212,456,309 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,226,562 | BOYAmt |
| EOY | $1,304,223,022 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,703,365 | BOYAmt |
| EOY | $10,887,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,937,852,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,174,643,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,921,018 | BOYAmt |
| EOY | $763,208,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,272,971,863 | BOYAmt |
| EOY | $3,935,124,210 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,420,751,528 | BOYAmt |
| EOY | $16,794,781,566 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,837,174 | BOYAmt |
| EOY | $1,032,231,351 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,544,411,510 | BOYAmt |
| EOY | $23,840,455,852 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,211,961 | BOYAmt |
| EOY | $428,640,716 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,646,545 | BOYAmt |
| EOY | $82,362,891 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,317,285 | BOYAmt |
| EOY | $770,096,096 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,313,915 | BOYAmt |
| EOY | $39,352,107 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,635,855 | BOYAmt |
| EOY | $1,288,103,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,405,125,561 | BOYAmt |
| EOY | $2,608,555,667 | 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 | $20,139,285,949 | BOYAmt |
| EOY | $21,231,900,185 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,139,285,949 | BOYAmt |
| EOY | $21,231,900,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,544,411,510 | BOYAmt |
| EOY | $23,840,455,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $519,912,021 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $404,908,895 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $167,793,320 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHAM & WOMEN'S HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $32,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $4,278 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $36,778 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1g (OTHER ACTIVITIES) AMOUNTS PAID TO LOBBYING FIRM FOR DIRECT CONTACT WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFFS ON PENDING LEGISLATIVE MATTERS. OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $807,737 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $90,410,181 | OtherCostOrOtherBasisAmt |
| Book Value | $91,217,918 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,248,413 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $756,574,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,255,249 | DepreciationAmt |
| Book Value | $389,567,860 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,020,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $335,954,807 | DepreciationAmt |
| Book Value | $15,065,928 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,213,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $440,768,064 | DepreciationAmt |
| Book Value | $133,445,480 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $921,448 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $153,655,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,665,352 | DepreciationAmt |
| Book Value | $133,911,377 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $763,208,563 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY & REAL ESTATE | $5,841,084,282 | F |
| DISTRESSED & CREDIT SENSITIVE | $2,206,190,654 | F |
| HEDGED EQUITY | $2,307,393,966 | F |
| MARKET NEUTRAL | $2,077,656,400 | F |
| EQUITY COMMINGLED | $4,362,456,264 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,794,781,566 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (14 entries)
| DescDesc | AmtAmt |
|---|---|
| SHORT POSITIONS | $120,898,890 |
| INVESTMENT PURCH PENDING SALES | $37,783,336 |
| CURRENCY EXCH CONTRACTS PAY | $9,285,353 |
| DEFERRED COMPENSATION LIAB | $59,629,260 |
| SWAP UNREALIZED LOSS | $237,564,713 |
| INVESTMENT MANAGEMENT FEES PAYABLE | $3,400,673 |
| DEFERRED INCOME | $1,508,585 |
| INTEREST & DIVIDENDS ON SHORT STOCKS & BONDS | $412,283 |
| CONTRACT FOR DIFFERENCES LIABILITY | $1,263,700 |
| FUTURE CONTRACTS LIABILITY POSITION | $9,121,632 |
| REPURCHASE OBLIGATIONS | $604,997,573 |
| LEASE OBLIGATIONS | $157,498,335 |
| EQUITY SWAPS - LIABILITIES | $344,412 |
| OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL | $44,395,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,288,103,857 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to August 31, 2016. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $7,724,488,361 |
| North America (Canada & Mexico only) | Investments | $133,517,973 |
| Europe (Including Iceland and Greenland) | Investments | $1,178,072,896 |
| East Asia and the Pacific | Investments | $170,303,390 |
| Sub-Saharan Africa | Investments | $1,678,612 |
| Central America and the Caribbean | ,Investment Management Fees | $8,806,397 |
| North America (Canada & Mexico only) | ,Investment Management Fees | $402,826 |
| Europe (Including Iceland and Greenland) | ,Investment Management Fees | $14,981,722 |
| Europe (Including Iceland and Greenland) | Grantmaking | $3,854,649 |
| Sub-Saharan Africa | Grantmaking | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,238,106,826 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,238,106,826 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Medical Research | $3,648,950 | WIRE |
| Europe (Including Iceland and Greenland) | Open Access | $121,715 | WIRE |
| Europe (Including Iceland and Greenland) | Open Access | $83,984 | WIRE |
| Sub-Saharan Africa | Science Education | $2,000,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | DURING ITS 2020 FISCAL YEAR, HHMI CONTINUED TO SUPPORT INTERNATIONAL RESEARCH SCHOLARS SELECTED THROUGH ONE OR MORE COMPETITIONS OPEN TO ALL ELIGIBLE APPLICANTS. THE PROCEDURES DESCRIBED IN THIS SECTION ARE RELATED TO GRANTS THAT WERE ACCRUED IN A PREVIOUS FISCAL YEAR. ELIGIBILITY REQUIREMENTS INCLUDED, BUT WERE NOT LIMITED TO, A FULL-TIME APPOINTMENT AT A NONPROFIT SCIENTIFIC RESEARCH ORGANIZATION IN A COUNTRY OTHER THAN THE UNITED STATES, AND A RESEARCH FOCUS ON BASIC BIOLOGICAL PROCESSES OR DISEASE MECHANISMS. QUALIFIED APPLICANTS WERE EVALUATED BY A PANEL OF SCIENTIFIC EXPERTS WITH FINAL SELECTIONS MADE BY HHMI LEADERSHIP. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF GRANT FUNDS TO SUPPORT THE WORK OF INTERNATIONAL EARLY CAREER SCIENTISTS AND SENIOR INTERNATIONAL RESEARCH SCHOLARS IS MADE IN ACCORDANCE WITH ALL APPLICABLE U.S. LAWS. FUNDS ARE PAID TO AN INSTITUTIONAL ACCOUNT. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH SCIENTIST IS REQUIRED TO SUBMIT AN ANNUAL PROGRESS REPORT CONCERNING HIS OR HER RESEARCH AND EACH GRANTEE INSTITUTION IS REQUIRED TO SUBMIT ANNUAL FINANCIAL REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED AND GRANTEES ATTEND SCIENTIFIC MEETINGS OF HHMI US-BASED SCIENTISTS. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | DURING ITS 2020 FISCAL YEAR, HHMI CONTINUED TO SUPPORT INTERNATIONAL RESEARCH SCHOLARS SELECTED THROUGH ONE OR MORE COMPETITIONS OPEN TO ALL ELIGIBLE APPLICANTS. THE PROCEDURES DESCRIBED IN THIS SECTION ARE RELATED TO GRANTS THAT WERE ACCRUED IN A PREVIOUS FISCAL YEAR. ELIGIBILITY REQUIREMENTS INCLUDED, BUT WERE NOT LIMITED TO, A FULL-TIME APPOINTMENT AT A NONPROFIT SCIENTIFIC RESEARCH ORGANIZATION IN A COUNTRY OTHER THAN THE UNITED STATES, AND A RESEARCH FOCUS ON BASIC BIOLOGICAL PROCESSES OR DISEASE MECHANISMS. QUALIFIED APPLICANTS WERE EVALUATED BY A PANEL OF SCIENTIFIC EXPERTS WITH FINAL SELECTIONS MADE BY HHMI LEADERSHIP. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF GRANT FUNDS TO SUPPORT THE WORK OF INTERNATIONAL EARLY CAREER SCIENTISTS AND SENIOR INTERNATIONAL RESEARCH SCHOLARS IS MADE IN ACCORDANCE WITH ALL APPLICABLE U.S. LAWS. FUNDS ARE PAID TO AN INSTITUTIONAL ACCOUNT. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH SCIENTIST IS REQUIRED TO SUBMIT AN ANNUAL PROGRESS REPORT CONCERNING HIS OR HER RESEARCH AND EACH GRANTEE INSTITUTION IS REQUIRED TO SUBMIT ANNUAL FINANCIAL REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED AND GRANTEES ATTEND SCIENTIFIC MEETINGS OF HHMI US-BASED SCIENTISTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Cold Spg Hbr Lab | |||||||
| Cold Spg Hbr Lab | Cold Spg Hbr | NY | 11724 | 112013303 | 501 (C) (3) | $1,500,000 | Advanced Courses |
| Jackson Lab | |||||||
| Jackson Lab | Bar Harbor | ME | 04609 | 010211513 | 501 (C) (3) | $900,000 | Advanced Courses |
| Marine Bio Lab | |||||||
| Marine Bio Lab | Woods Hole | MA | 02543 | 042014690 | 501 (C) (3) | $1,950,000 | Advanced Courses |
| Brown Univ | |||||||
| Brown Univ | Providence | RI | 02912 | 050258809 | 501 (C) (3) | $10,927 | Hanna Gray Scholars |
| CA Inst of Technology | |||||||
| CA Inst of Technology | Pasadena | CA | 91125 | 951643307 | 501 (C) (3) | $394,627 | Hanna Gray Scholars |
| CA Inst of Technology | |||||||
| CA Inst of Technology | Pasadena | CA | 91125 | 951643307 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Columbia University | |||||||
| Columbia University | New York | NY | 10032 | 135598093 | 501 (C) (3) | $372,773 | Hanna Gray Scholars |
| Danforth Plant Science Ctr | |||||||
| Danforth Plant Science Ctr | St Louis | MO | 63132 | 311584621 | 501 (C) (3) | $372,773 | Hanna Gray Scholars |
| FHutchinson Cncr Ctr | |||||||
| FHutchinson Cncr Ctr | Seattle | WA | 98109 | 237156071 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| FHutchinson Cncr Ctr | |||||||
| FHutchinson Cncr Ctr | Seattle | WA | 98109 | 237156071 | 501 (C) (3) | $21,536 | Hanna Gray Scholars |
| Harvard Medical Sch | |||||||
| Harvard Medical Sch | Cambridge | MA | 02138 | 042103580 | 501 (C) (3) | $469,844 | Hanna Gray Scholars |
| Memorial Sloan - Kettering Cancer Ctr | |||||||
| Memorial Sloan Kettering Cancer Ctr | New York | NY | 10017 | 131924236 | 501 (C) (3) | $10,927 | Hanna Gray Scholars |
| MIT | |||||||
| MIT | Cambridge | MA | 02139 | 042103594 | 501 (C) (3) | $43,072 | Hanna Gray Scholars |
| Northwestern Univ | |||||||
| Northwestern Univ | Evanston | IL | 602081112 | 362167817 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| President & Fellows Of Harvard Coll | |||||||
| President Fellows Of Harvard Coll | Cambridge | MA | 02138 | 042103580 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| President & Fellows Of Harvard Coll | |||||||
| President Fellows Of Harvard Coll | Cambridge | MA | 02138 | 042103580 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| President & Fellows-Harvard Coll | |||||||
| President Fellows-Harvard Coll | Cambridge | MA | 02138 | 042103580 | 501 (C) (3) | $10,927 | Hanna Gray Scholars |
| Princeton Univ | |||||||
| Princeton Univ | Princeton | NJ | 08540 | 210634501 | 501 (C) (3) | $394,309 | Hanna Gray Scholars |
| Princeton Univ | |||||||
| Princeton Univ | Princeton | NJ | 08544 | 521231801 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Purdue University | |||||||
| Purdue University | West Lafayette | IN | 47907 | 356002041 | 501 (C) (3) | $372,773 | Hanna Gray Scholars |
| Regents Of The Univ Of CA | |||||||
| Regents Of The Univ Of CA | Berkeley | CA | 947201103 | 946002123 | California | $372,773 | Hanna Gray Scholars |
| Rockefeller Univ | |||||||
| Rockefeller Univ | New York | NY | 10065 | 131624158 | 501 (C) (3) | $21,536 | Hanna Gray Scholars |
| Rockefeller Univ | |||||||
| Rockefeller Univ | New York | NY | 10065 | 131624158 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Salk Institute | |||||||
| Salk Institute | LA Jolla | CA | 92037 | 952160097 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Stanford Univ | |||||||
| Stanford Univ | San Francisco | CA | 941444253 | 941156365 | 501 (C) (3) | $2,560,000 | Hanna Gray Scholars |
| Stanford Univ | |||||||
| Stanford Univ | San Francisco | CA | 941444253 | 941156365 | 501 (C) (3) | $405,236 | Hanna Gray Scholars |
| Stanford University | |||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Stanford University | |||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Stanford University | |||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Stanford University | |||||||
| Stanford University | Redwood City | CA | 94063 | 941156365 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| The Broad Institute Inc | |||||||
| The Broad Institute Inc | Cambridge | MA | 02142 | 263428781 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| UC - Los Angeles | |||||||
| UC - Los Angeles | Los Angeles | CA | 90024 | 956006143 | California | $1,280,000 | Hanna Gray Scholars |
| UC - Los Angeles | |||||||
| UC - Los Angeles | Los Angeles | CA | 900246505 | 956006143 | California | $372,773 | Hanna Gray Scholars |
| UC - Berkeley | |||||||
| UC - Berkeley | New York | NY | 947205940 | 946002123 | California | $32,463 | Hanna Gray Scholars |
| UC - Irvine Foundation | |||||||
| UC - Irvine Foundation | Irvine | CA | 92617 | 952540117 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| UC - San Francisco | |||||||
| UC - San Francisco | San Francisco | CA | 94143 | 946036493 | California | $10,927 | Hanna Gray Scholars |
| UC - San Francisco | |||||||
| UC - San Francisco | San Francisco | CA | 94143 | 946036493 | California | $756,473 | Hanna Gray Scholars |
| UC - San Francisco | |||||||
| UC - San Francisco | San Francisco | CA | 941430724 | 946036493 | California | $10,000 | Hanna Gray Scholars |
| Univ Of Colorado Foundation | |||||||
| Univ Of Colorado Foundation | Denver | CO | 80203 | 846049811 | 501 (C) (3) | $10,000 | Hanna Gray Scholars |
| Univ Of Minnesota | |||||||
| Univ Of Minnesota | Minneapolis | MN | 55455 | 416007513 | Minnesota | $21,536 | Hanna Gray Scholars |
| Univ Of Pennsylvania | |||||||
| Univ Of Pennsylvania | Philadelphia | PA | 191046205 | 231352685 | 501 (C) (3) | $10,927 | Hanna Gray Scholars |
| Univ of Southern CA | |||||||
| Univ of Southern CA | Los Angeles | CA | 900898001 | 951642394 | 501 (C) (3) | $21,536 | Hanna Gray Scholars |
| Univ Of Washington | |||||||
| Univ Of Washington | Seattle | WA | 981959472 | 916001537 | Washington | $372,773 | Hanna Gray Scholars |
| University of Utah | |||||||
| University of Utah | Salt Lake City | UT | 84112 | 876000525 | Utah | $10,000 | Hanna Gray Scholars |
| UT Southwestern Medical Ctr | |||||||
| UT Southwestern Medical Ctr | Dallas | TX | 75390 | 746000203 | Texas | $32,463 | Hanna Gray Scholars |
| Weill Cornell Medical College | |||||||
| Weill Cornell Medical College | New York | NY | 10022 | 131623978 | 501 (C) (3) | $372,773 | Hanna Gray Scholars |
| Weill Cornell Medical College | |||||||
| Weill Cornell Medical College | New York | NY | 10065 | 150532082 | 501 (C) (3) | $5,966 | Hanna Gray Scholars |
| Whitehead Institute for Biomedical Research | |||||||
| Whitehead Inst for Biomedical Res | Cambridge | MA | 021421479 | 061043412 | 501 (C) (3) | $21,536 | Hanna Gray Scholars |
| Yale University | |||||||
| Yale University | New Haven | CT | 065081873 | 060646973 | 501 (C) (3) | $756,473 | Hanna Gray Scholars |
| Audubon Naturalist Soc | |||||||
| Audubon Naturalist Soc | Chevy Chase | MD | 20815 | 530233715 | 501 (C) (3) | $300,000 | Local Initiative |
| Chesapeake Bay Foundation Inc | |||||||
| Chesapeake Bay Foundation Inc | Annapolis | MD | 21403 | 526065757 | 501 (C) (3) | $150,000 | Local Initiative |
| ELEANOR ROOSEVELT HIGH SCHOOL | |||||||
| ELEANOR ROOSEVELT HIGH SCHOOL | GREENBELT | MD | 20770 | 444444444 | 501 (C) (3) | $120,000 | Local Initiative |
| Montgomery County Public Schools Education Fdn Inc | |||||||
| MoCo Public Schools Edu Fdn | Rockvillle | MD | 20850 | 521804509 | 501 (C) (3) | $1,500,000 | Local Initiative |
| CA Institute of Tech | |||||||
| CA Institute of Tech | Pasadena | CA | 91125 | 951643307 | 501 (C) (3) | $500,000 | Medical Research |
| Columbia University | |||||||
| Columbia University | New York | NY | 10032 | 135598093 | 501 (C) (3) | $500,000 | Medical Research |
| Dana-Farber Cancer Inst | |||||||
| Dana-Farber Cancer Inst | Boston | MA | 02115 | 042263040 | 501 (C) (3) | $242,291 | Medical Research |
| Duke Univ School Of Med | |||||||
| Duke Univ School Of Med | Durham | NC | 27710 | 560532129 | 501 (C) (3) | $500,000 | Medical Research |
| Harvard Medical School | |||||||
| Harvard Medical School | Cambridge | MA | 02138 | 042103580 | 501 (C) (3) | $1,941,707 | Medical Research |
| MIT | |||||||
| MIT | Cambridge | MA | 02139 | 042103594 | 501 (C) (3) | $1,368,915 | Medical Research |
| Oregon Health & Sci Foundation | |||||||
| Oregon Health Sci Foundation | Portland | OR | 97205 | 237083114 | 501 (C) (3) | $1,645,681 | Medical Research |
| Princeton Univ | |||||||
| Princeton Univ | Princeton | NJ | 08540 | 210634501 | 501 (C) (3) | $2,225,412 | Medical Research |
| Salk Institute | |||||||
| Salk Institute | LA Jolla | CA | 92037 | 952160097 | 501 (C) (3) | $683,326 | Medical Research |
| St Jude Childrens Res Hos | |||||||
| St Jude Childrens Res Hos | Memphis | TN | 38148 | 620646012 | 501 (C) (3) | $917,448 | Medical Research |
| Stanford Univ Sch Of Med | |||||||
| Stanford Univ Sch Of Med | Stanford | CA | 943055119 | 941156365 | 501 (C) (3) | $1,377,386 | Medical Research |
| Stanford University | |||||||
| Stanford University | San Francisco | CA | 94139 | 941156365 | 501 (C) (3) | $40,867 | Medical Research |
| UC - Los Angeles | |||||||
| UC - Los Angeles | Los Angeles | CA | 900246505 | 956006143 | California | $132,565 | Medical Research |
| UC - San Francisco Foundation | |||||||
| UC - San Francisco Foundation | San Francisco | CA | 94104 | 942829914 | 501 (C) (3) | $1,483,004 | Medical Research |
| UC-San Diego | |||||||
| UC-San Diego | La Jolla | CA | 92093 | 956006144 | California | $60,353 | Medical Research |
| Washington University | |||||||
| Washington University | St Louis | MO | 63130 | 430653611 | 501 (C) (3) | $912,488 | Medical Research |
| Yale University | |||||||
| Yale University | New Haven | CT | 065081873 | 060646973 | 501 (C) (3) | $961,749 | Medical Research |
| Univ Of MD Baltimore County | |||||||
| Univ Of MD Baltimore County | Baltimore | MD | 21250 | 526002033 | Maryland | $750,000 | Science Education |
| iBIology Inc | |||||||
| iBIology Inc | San Francisco | CA | 94143 | 472404616 | 501 (C) (3) | $3,300,000 | Open Access |
| Brigham Young Univ | |||||||
| Brigham Young Univ | Provo | UT | 846021231 | 870217280 | 501 (C) (3) | $111,000 | Science Education |
| Research America | |||||||
| Research America | Arlington | VA | 22202 | 521609875 | 501 (C) (3) | $35,000 | Program Assessment |
| Amer SocCell Biology | |||||||
| Amer SocCell Biology | Bethesda | MD | 20814 | 396054285 | 501 (C) (3) | $112,155 | Science Education |
| Iup Research Institute | |||||||
| Iup Research Institute | Indiana | PA | 15701 | 571175778 | 501 (C) (3) | $1,000,000 | Science Education Alliance |
| James Madison Univ | |||||||
| James Madison Univ | Harrisonburg | VA | 228070001 | 546001756 | Virginia | $250,000 | Science Education Alliance |
| University Of Pittsburgh | |||||||
| University Of Pittsburgh | Pittsburgh | PA | 152517220 | 250965591 | 501 (C) (3) | $3,325,000 | Science Education Alliance |
| New Venture Fund dba SPARC | |||||||
| New Venture Fund dba SPARC | Washington | DC | 20036 | 205806345 | 501 (C) (3) | $250,000 | Science Philanthropy Alliance |
| Iowa State Univ | |||||||
| Iowa State Univ | Ames | IA | 50011 | 426004224 | 501 (C) (3) | $74,584 | UNDERGRAD SCIENCE ED |
| National Academy Of Sciences | |||||||
| National Academy Of Sciences | Washington | DC | 20001 | 530196932 | 501 (C) (3) | $228,000 | UNDERGRAD SCIENCE ED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 81 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GILLIAM FELLOWSHIPS | GrantTypeTxt |
| Recipient | 87 | RecipientCnt |
| Cash Grant | $6,931,923 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | HHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF PRECOLLEGE, UNDERGRADUATE, AND GRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES DIRECTLY RELATED TO SCIENCE EDUCATION. THE DISBURSEMENT OF FUNDS OCCURS PRINCIPALLY THROUGH BIOMEDICAL RESEARCH INSTITUTIONS, UNIVERSITIES, AND COLLEGES. HHMI GRANTEES ARE REQUIRED TO FILE ANNUAL PROGRESS REPORTS THAT DETAIL EXPENDITURES IN ACCORDANCE WITH THE TERMS OF THE GRANT, AS WELL AS FULL DESCRIPTION OF PROGRAM ACTIVITIES UNDERTAKEN WITH THE FUNDS. THESE ARE SUBJECT TO CAREFUL REVIEW AND ANALYSIS BY HHMI STAFF WITH MORE DETAILED REVIEW BY THE INSTITUTE AUDITORS AS WARRANTED. THE INSTITUTE CONTINUES TO ASSESS REPORTING REQUIREMENTS TO ENSURE THE QUALITY AND TIMELINESS OF BOTH FINANCIAL AND PROGRAMMATIC REPORTS. IN ADDITION TO SITE VISITS MADE BY HHMI STAFF, PROGRAM DIRECTORS MEET ON A REGULAR BASIS TO DISCUSS THEIR ACTIVITIES AND SHARE INFORMATION ABOUT BEST EDUCATIONAL PRACTICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIN H O'SHEA PHD | ||||||||||||||
| PRESIDENT | $1,370,202 | $0 | $0 | $0 | $22,422 | $0 | $28,000 | $0 | $29,747 | $0 | $1,450,371 | $0 | $0 | $0 |
| SEAN B CARROLL PHD | ||||||||||||||
| VP FOR SCIENCE EDUCATION | $739,693 | $0 | $0 | $0 | $22,468 | $0 | $28,000 | $0 | $27,923 | $0 | $818,084 | $0 | $0 | $0 |
| DAVID CLAPHAM PHD | ||||||||||||||
| VP & CHIEF SCIENTIFIC OFFICER | $669,434 | $0 | $0 | $0 | $150,448 | $0 | $28,000 | $0 | $40,129 | $0 | $888,011 | $0 | $0 | $0 |
| HEIDI E HENNING ESQ | ||||||||||||||
| VP & GENERAL COUNSEL & SECRETARY | $661,865 | $0 | $0 | $0 | $22,120 | $0 | $28,000 | $0 | $38,374 | $0 | $750,359 | $0 | $0 | $0 |
| GERALD M RUBIN PHD | ||||||||||||||
| VP&EXEC DIR, JRC (UNTIL 1/20); SENIOR GROUP LEADER (AS OF 2/20) | $771,767 | $0 | $15,000 | $0 | $63,174 | $0 | $28,000 | $0 | $89,423 | $0 | $967,364 | $0 | $0 | $0 |
| RONALD VALE PHD | ||||||||||||||
| VP & EXEC DIR, JANELIA RESEARCH CAMPUS (AS OF 2/20) | $464,995 | $0 | $45,000 | $0 | $3,216 | $0 | $28,000 | $0 | $33,448 | $0 | $574,659 | $0 | $0 | $0 |
| LANDIS ZIMMERMAN | ||||||||||||||
| VP & CHIEF INVESTMENT OFFICER | $1,041,595 | $0 | $0 | $0 | $26,506 | $0 | $28,000 | $0 | $34,004 | $0 | $1,130,105 | $0 | $0 | $0 |
| BODO STERN PHD | ||||||||||||||
| CHIEF OF STRATEGIC INITIATIVES | $360,258 | $0 | $0 | $0 | $19,898 | $0 | $28,000 | $0 | $14,604 | $0 | $422,760 | $0 | $0 | $0 |
| STEPHEN JASKO | ||||||||||||||
| CHIEF FINANCIAL OFFICER & TREASURER (UNTIL 10/19) | $370,153 | $0 | $33,000 | $0 | $52,094 | $0 | $28,000 | $0 | $12,865 | $0 | $496,112 | $0 | $0 | $0 |
| SUSAN S PLOTNICK | ||||||||||||||
| DIRECTOR OF FINANCE & ASSISTANT TREASURER | $247,301 | $0 | $0 | $0 | $1,653 | $0 | $25,783 | $0 | $35,820 | $0 | $310,557 | $0 | $0 | $0 |
| MONIQUE L MARCUS | ||||||||||||||
| CONTROLLER | $212,715 | $0 | $0 | $0 | $1,346 | $0 | $22,225 | $0 | $32,558 | $0 | $268,844 | $0 | $0 | $0 |
| JEREMY COMPTON | ||||||||||||||
| ASSISTANT CONTROLLER | $164,278 | $0 | $7,000 | $0 | $209 | $0 | $16,526 | $0 | $10,949 | $0 | $198,962 | $0 | $0 | $0 |
| LAUREN T SPILIOTES ESQ | ||||||||||||||
| DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY | $438,958 | $0 | $4,100 | $0 | $22,160 | $0 | $28,000 | $0 | $26,435 | $0 | $519,653 | $0 | $0 | $0 |
| GREGORY DENINNO | ||||||||||||||
| MANAGING DIRECTOR, PRIVATE INVESTMENTS | $450,475 | $0 | $0 | $0 | $20,142 | $0 | $28,000 | $0 | $23,971 | $0 | $522,588 | $0 | $0 | $0 |
| ROBERT J KOLYER JR | ||||||||||||||
| MANAGING DIRECTOR, DIVERSIFYING ASSETS | $540,417 | $0 | $0 | $0 | $22,912 | $0 | $28,000 | $0 | $31,417 | $0 | $622,746 | $0 | $0 | $0 |
| RICHARD A PENDER | ||||||||||||||
| MANAGING DIRECTOR, GLOBAL EQUITIES | $531,662 | $0 | $0 | $0 | $22,820 | $0 | $28,000 | $0 | $32,795 | $0 | $615,277 | $0 | $0 | $0 |
| ERIC KANDEL MD | ||||||||||||||
| INVESTIGATOR | $689,385 | $0 | $0 | $0 | $31,675 | $0 | $28,000 | $0 | $38,630 | $0 | $787,690 | $0 | $0 | $0 |
| RICHARD AXEL MD | ||||||||||||||
| INVESTIGATOR | $685,437 | $0 | $0 | $0 | $14,906 | $0 | $28,000 | $0 | $31,995 | $0 | $760,338 | $0 | $0 | $0 |
| GLEN ZWICKER | ||||||||||||||
| MANAGING DIRECTOR & HEAD OF INVESTMENT OPS | $424,919 | $0 | $250,171 | $0 | $19,703 | $0 | $28,000 | $0 | $37,509 | $0 | $760,302 | $0 | $0 | $0 |
| TOM CECH PHD | ||||||||||||||
| INVESTIGATOR | $656,810 | $0 | $0 | $0 | $33,684 | $0 | $28,000 | $0 | $35,537 | $0 | $754,031 | $0 | $0 | $0 |
| RANDY W SCHEKMAN PHD | ||||||||||||||
| INVESTIGATOR | $647,711 | $0 | $0 | $0 | $33,345 | $0 | $28,000 | $0 | $28,792 | $0 | $737,848 | $0 | $0 | $0 |
| ROBERT TJIAN PHD | ||||||||||||||
| INVESTIGATOR/FORMER PRESIDENT | $565,840 | $0 | $0 | $0 | $29,055 | $0 | $28,000 | $0 | $44,742 | $0 | $667,637 | $0 | $0 | $0 |
| DENNIS MCKEARIN PHD | ||||||||||||||
| SENIOR SCIENTIFIC OFFICER/FORMER VP OF OPERATIONS | $450,383 | $0 | $12,450 | $0 | $5,954 | $0 | $28,000 | $0 | $33,497 | $0 | $530,284 | $0 | $0 | $0 |
| JOHN PALMISANO | ||||||||||||||
| CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY | $289,919 | $0 | $0 | $0 | $21,072 | $0 | $28,000 | $0 | $16,525 | $0 | $355,516 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Under HHMI policies, HHMI reimburses its Trustees for the reasonable cost of airfare one class above coach for domestic or international flights, and its President, Vice Presidents, and certain advisory group members for the reasonable cost of airfare at one class above coach for domestic or international flights of three hours or more. If a particular aircraft does not have a business class section, one class above coach may be first class. As an alternative, HHMI may reimburse for the cost of coach airfare plus the cost of an upgrade to travel at one level above coach for a flight of three hours or more. Such travel reimbursements are excluded from taxable compensation in accordance with HHMI's accountable plan. During fiscal year 2020, one officer, one trustee and one key employee flew first class. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | In fiscal year 2020, HHMI's President resides in an HHMI-owned house on the headquarters campus, for which she pays HHMI at a fair market rental rate. Because HHMI's President was also required to spend time at HHMI's Janelia campus, where she runs a research laboratory as well as attends meetings and participates in conferences, HHMI made an apartment available to her at that location. HHMI's Vice President and Executive Director, Janelia Research Campus, is required as a condition of employment to reside on the Janelia campus in housing built for that purpose. HHMI's Vice President and Chief Scientific Officer currently resides in an HHMI-owned apartment on the headquarters campus, for which he pays HHMI at a fair market rental rate. The Institute provides a housing assistance program for one individual who relocated to take a position with HHMI, which may be used to cover the individual's mortgage or rent payments. The housing assistance program is treated as additional taxable compensation. |
| Schedule J, Part I, Line 7 Non-fixed payments | HHMI has an incentive compensation plan for its senior investment staff under which a portion of their compensation is determined based on performance of HHMI's portfolio against market benchmarks. HHMI also makes one-time payments to some of its other employees, including but not limited to officers, in recognition of exceptional performance. |
| Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception | When recruiting individuals for high-level positions, HHMI typically enters into initial contracts. HHMI has entered into initial contracts with a number of Vice Presidents. HHMI's standard practice is to have independent compensation consultants regularly review and confirm the reasonableness of compensation of HHMI's officers and key employees, regardless of whether the initial contract exception applies. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LOUDOUN COUNTY IDA | ||||||||
| A | 521310230 | 545910AL5 | 2003-02-27 | $500,000,000 | FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| B | 521310230 | 545910AP6 | 2009-10-02 | $23,000,000 | FINANCE CONSTRUCTION OF JANELIA APT | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| C | 521310230 | 545910AQ4 | 2013-05-15 | $33,130,000 | FINANCE CONSTRUCTION OF JANELIA APT B | false | false | false |
| MEDCO | ||||||||
| D | 521376562 | 574205FY1 | 2008-02-15 | $83,500,000 | FINANCE CONSTRUCTION OF HQ EXPANSION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $534,028,000 | $0 | $54,203,000 | $0 | $200,000 | $0 | $0 | $479,625,000 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $23,022,042 | $0 | $904,914 | $0 | $0 | $0 | $43,305 | $22,073,823 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $33,145,417 | $0 | $1,173,864 | $0 | $397,311 | $0 | $0 | $31,574,242 | $0 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $84,953,297 | $0 | $5,954,687 | $0 | $631,673 | $0 | $0 | $78,366,937 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | false |
| B | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| C | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false | |
| D | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 20.0 | false | false | false | false | Yes (true) | |||
| JPMORGAN CHASE | ||||||||||||
| B | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | false | false | Yes (true) |
| WELLS FARGO BANK | ||||||||||||
| C | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | false | false | Yes (true) |
| JP MORGAN | ||||||||||||
| D | false | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I Part I | The bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7. |
| Schedule K, Part II, Line 3 Part II, Line 3 - Total Proceeds | The bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2013 and 6/6/2019 included investment proceeds that made up the difference between the amount of the bond issue and the total proceeds. |
| Schedule K, Part IV Part IV - Name of Provider | The other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.) |
| Schedule K, Part IV, Line 4a Part IV, Line 4a | Yes, for the bonds issued on 2/27/2003, 10/2/2009, 2/15/2008, 5/15/2008 and 5/15/2013. |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/07/2019 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/09/2018 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/19/2018 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MEDCO | ||||||||
| A | 521376562 | 574205FZ8 | 2008-05-15 | $76,500,000 | REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 | false | false | false |
| LOUDOUN COUNTY IDA | ||||||||
| B | 521310230 | 54601TAA4 | 2019-06-06 | $51,773,425 | FINANCE CONSTRUCTION OF JANELIA APT C | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $76,500,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $76,500,000 | $0 | 1993 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $52,378,424 | $0 | $0 | $0 | $772,575 | $0 | $0 | $39,113,585 | $0 | $12,494,807 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.0 | 0.0 | 0.0 | ||||||||
| B | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | Yes (true) | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | ||||||||||||
| A | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | ||
| (no name) | ||||||||||||
| B | false | false | false | false | false | false | Yes (true) | Yes (true) | false | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKNESH SIVANATHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE | RelationshipDescriptionTxt |
| Transaction | $137,607 | TransactionAmt |
| Transaction | SALARY & BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS | FormAndLineReferenceDesc |
| Explanation | AN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 15 Salaries, other compensation, employee benefits - PY vs CY | Starting in FY20, the Institute reports other components of periodic pension cost outside of operating expenses. These amounts are to be included in "other changes in net assets". The net effect of this change results in a large reduction in salaries and benefits expense on the Form 990, page 1, Part I, line 15, which is attributable to actuarial pension adjustments. The Institute included $124 million of other components of periodic pension cost on its fiscal year 2019 Form 990 that arose from the postretirement benefit plan. This loss is included on Part I, line 15 of the current year Form 990 in the prior year column. (See ASU 2017-07, Compensation - Retirement Benefits (Topic 715): Improving the Presentation of Net Periodic Pension Cost and Net Periodic Postretirement Benefit Cost) |
| Form 990, Part III, Line 4b Program Service Description | Through its Science Education initiatives, HHMI invests in individuals, institutions, initiatives, and media that advance learning. HHMI also nourishes the public understanding of science by bringing important stories of scientific discovery to a wide variety of audiences. (A) Science Education Grant and Research Programs HHMI's Inclusive Excellence initiative aims to help colleges and universities increase their capacity for inclusion in science of all students, especially those students who come to college via non-traditional pathways. These "new majority" students include persons from groups excluded because of their ethnicity or race, first-generation college students, students who transfer from community colleges, and working adults with families. In two earlier rounds of competition, 812 proposals from 594 colleges and universities were submitted from which 57 institutions were selected to receive 5-year grants beginning in 2017 and 2018. In the spring of 2019, HHMI announced the third round of competition for the initiative, with the goal of adding up to 30 more schools to the program in the fall of 2021; 354 proposals were submitted. HHMI completed a pilot project with the University of Maryland, Baltimore County (UMBC), the Pennsylvania State University, and the University of North Carolina at Chapel Hill, in the collaborative Meyerhoff Adaptation Project. The pilot project aims to learn whether elements of UMBC's highly regarded Meyerhoff Scholars Program can be adapted and successfully implemented at other research universities. Building on what is being learned through the Meyerhoff Adaptation Project pilot, in 2019 HHMI announced a new initiative called Driving Change, with plans to make up to six grants to U.S. research universities beginning in the fall of 2021. In response to the call for proposals, 99 universities submitted Letters of Intent. Driving Change grantees will: (i) create and implement their version of UMBC's Meyerhoff Scholars Program; (ii) develop and implement activities aimed at creating a more inclusive STEM learning environment for all students; and (iii) actively participate in a learning community of Driving Change institutions. The HHMI Professors program empowers accomplished science faculty at leading research universities to apply the rigor and creativity that make them successful in research to important challenges in undergraduate science education. HHMI Professors model fundamental reform in the way undergraduate science is taught at research universities through innovative teaching and are encouraged to share ideas and collaborate with their peers to improve science education. In addition to their commitment to student learning, these highly visible scientists have developed new educational resources and implemented novel mentoring programs to support students. To date, 69 scientists have been named HHMI Professors. In 2020, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added 16 colleges and universities to the alliance. SEA-PHAGES is a two-semester course-based research experience designed to replace the traditional introductory biology lab sequence in the undergraduate curriculum. Developed in 2008, the SEA-PHAGES program has been implemented at more than 150 colleges and universities and has produced more than 100 publications, many including SEA-PHAGES students and faculty as co-authors. In the fall of 2019, more than 6,000 students, primarily college freshmen and sophomores, participated in the program. HHMI's Gilliam Fellowships for Advanced Study Program supports PhD students who plan to pursue careers in academic science and who are committed to advancing diversity and inclusion in science. In FY20, HHMI made 45 new awards. Each award provides an annual payment of $50,000, which includes the fellow's stipend, a research allowance for the fellow, an institutional allowance to offset tuition and fees, and an allowance to support diversity and inclusion activities on the fellow's campus. In addition to supporting the graduate student, the award provides the Fellow's dissertation adviser training in culturally aware mentoring. In 2020, HHMI continued support of three laboratories that provide professional development to scientists. The three grantee institutions are the Cold Spring Harbor Laboratory on Long Island, New York, the Jackson Laboratory in Bar Harbor, Maine, and the Marine Biological Laboratory in Woods Hole, Massachusetts. Together, the three institutions are important resources for the scientific community, annually engaging hundreds of scientists at different levels of professional development-graduate students, postdoctoral scientists, and faculty members-in advanced courses and workshops, mainly during the summer. In 2020, HHMI continued support of K-12 science education activities in Maryland and Virginia. These local grantee organizations include: the Audubon Naturalist Society, the Chesapeake Bay Foundation, Loudoun County (Virginia) Public Schools, Montgomery County (Maryland) Public Schools, and Prince George's (Maryland) Public Schools. HHMI funded programs include: nature-based learning activities for students, parents, teachers, and principals; research internships for high school students; science curriculum development; professional development for middle school and high school teachers; and resource centers that enable teachers to provide authentic laboratory experiences for their students. (B) Educational Media Group HHMI BioInteractive, a resource for general high school biology, AP/IB biology, and college-level introductory biology teachers, has been in existence for nearly two decades and receives 3 million visitors per year through its website. The Educational Media Group produces the science education resources for BioInteractive, including interactive multimedia materials, scientific animations, videos, in-class activities, as well as award-winning, broadcast-quality short films. The resources are then made available to educators online, through the BioInteractive.org website and YouTube channel, and at workshops and conventions. In March 2020, the BioInteractive team met the challenge and transitioned its activities to the virtual world due to COVID 19 restrictions. On July 6-7, 2020, approximately 30 high school and higher education educators met virtually for the fourth annual HHMI Educator Professional Development Conference. The two-day conference focused on community building, implicit bias awareness and inclusive learning environments. The featured speaker was Dr. Mays Imad, Professor of Genetics, Biotechnology and Bioethics at Pima Community College. On July 20-21, 2020, BioInteractive convened the approximately 30 educators for a two-day virtual workshop to develop strategies and plans around inclusive teaching. Looking ahead, HHMI BioInteractive announced the selection of 30 educators for the first BioInteractive Ambassador Academy in September 2020. This 2020-2023 cohort will work with BioInteractive to spread inclusive and equitable science teaching practices. The Academy is a research-based professional development pathway focused on building professional learning leadership capacity and will include workshops, coaching, professional networking, and opportunities to participate in and present at science education conferences. In 2020 the Educational Media Group also developed and released two multipart animation series - one exploring the process of cellular respiration and one the biology of SARS-CoV-2 - and a short classroom film on evolution; Out of the Ashes: Dawn of the Age of Mammals. |
| Form 990, Part III, Line 4b Program Service Description (Continued) | (C) Tangled Bank Studios Tangled Bank Studios, LLC, is a mission-driven production company dedicated to crafting compelling, immersive films about science and scientists for broadcast, theatrical, and digital distribution. As an extension of HHMI's longstanding science education mission, the studio aims to produce programs that capture compelling stories of discovery across all branches of scientific inquiry, with particular focus on the life sciences. Together with world class partners, the studio creates innovative outreach initiatives to amplify the reach and deepen the impact around each project. Despite enormous challenges presented by the global pandemic, Tangled Bank was able to move forward with planned productions, launches and events this year. New films released this year: NATURE'S FEAR FACTOR - This film exploring how fear affects animal behavior in different ecosystems debuted in October 2020 on NOVA/PBS and now streams for free on the PBS website. The film features exclusive footage of the reintroduction of wild dogs (or painted wolves) to Gorongosa National Park in Mozambique. Tangled Bank also screened the film at the Jackson Wild film festival, the Nature Environment Wildlife Filmmakers (NEWF) Congress, and the Society for Environmental Journalists virtual conference followed by panel discussions. OLIVER SACKS: HIS OWN LIFE - Scheduled to debut theatrically in the spring of 2020, after debuting at the Telluride Film Festival in 2019, the film ultimately launched theatrically in September. With most theaters closed, the film debuted in the U.S. and Canada mostly virtually through an innovative new platform called Kino Marquis that allowed patrons to watch the film at home. The NY Times selected the film as a "critic's pick" and wrote a glowing review of the film. The NYT review is one of a long list of positive reviews including Variety which called it "a tender and thrilling look at the sacred demons that drove the poetic neurologist of 'Awakenings,'" Science, AARP which listed it as one of the 20 must see films this Fall, and Gold Derby, which listed the film as a serious awards contender. Film Updates: THE SERENGETI RULES - The film, which debuted at the Tribeca film festival in 2018 and then aired on Nature/PBS in 2019 won the Emmy for Best Nature Documentary in 2020. The film continued to be shown at virtual film festivals and in classrooms and is available to stream for free on PBS. INVENTING TOMORROW - The film, which premiered at Sundance in 2018, was featured at film festivals around the world premiered on POV on PBS in July 2019, won the prestigious Peabody award in 2020. The film was screened at the NAAEE virtual conference and will be screened at the NABT virtual conference. SPILLOVER - Due to an increase in demand for information about viruses that spill over from animals to humans, PBS requested an additional broadcast of the film. It was rebroadcast on March 19 with a slate communicating to audiences that the science explored in the film applied to the coronavirus. OUR GORONGOSA - The film debuted theatrically at the Wild and Scenic Film Festival in January, was broadcast to virtual audiences at the Smithsonian's Earth Optimism Summit in April and the Wildscreen virtual film festival in October followed by panel discussions with scientists and filmmakers. The film won awards from the Portland Eco Film Festival and the Friday Harbor Film Festival and earned an honorable mention for the Inspiring Change award from the Silbersalz Science & Media Awards. The film was also distributed by Impact (Ed) international to more than 1900 learning centers that support school and club learning in Nigeria, Ghana and Kenya. Efforts to screen the film for the 200,000+ people who live in the Park's buffer zone were delayed by COVID but will get underway once it is safe to do so. (D) Hanna H. Gray Fellows Program In June 2016, HHMI announced a new program to recruit and retain early-career scientists who are from gender, racial, ethnic, and other groups underrepresented in the life sciences, including those from disadvantaged backgrounds. Through an open competition, HHMI selects scientists early in their training to become Hanna Gray Fellows. Each fellow will receive funding for up to eight years, with mentoring and active involvement within the HHMI community. In this two-phase program, fellows will be supported from early postdoctoral training through several years of a tenure-track faculty position. Through the current fiscal year, HHMI has selected 45 fellows to support, and will invest a total of up to $75 million for their support over eight years. A fourth competition is currently underway, with plans to select an additional 15 by the winter of 2020. (E) Faculty Scholars HHMI, together with the Simons Foundation, and the Bill & Melinda Gates Foundation continued to provide grant support to 66 Faculty Scholars during the current fiscal year, early-career scientists who have great potential to make unique contributions to their field. The scientists represent 36 institutions across the United States. Through the Faculty Scholars Program, HHMI and its partner philanthropies will spend up to $67.5 million over five years to support the scientists selected to receive grants. The range of five-year grant award totals is $600,000-$1.8 million, including indirect costs. Faculty Scholars are required to devote at least 50 percent of their total effort to the direct conduct of research. (F) eLife Open Access Journal HHMI, together with the Wellcome Trust and the Max Planck Society, continues to support a top tier scientific journal called eLife. The online journal follows an open access model and is directed by practicing scientists. eLife Sciences Publications, Ltd., is an independent non-profit entity governed by a separate board of directors. eLife began publishing research articles in late 2012 and is publishing articles online on a regular basis. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Howard Hughes Medical Institute's Form 990 is initially prepared by its Tax Compliance Department, in coordination with other HHMI departments as needed. The draft return is reviewed by senior management of HHMI and by attorneys in HHMI's Office of the General Counsel. Following these reviews and the resolution of any questions that have been raised, the draft return is reviewed by HHMI's outside tax preparer. Finally, a copy of the return is provided to the members of HHMI's Board of Trustees so that they have an opportunity to review and comment on the return before it is filed. |
| Form 990, Part VI, Line 12c Conflict of interest policy | In addition to HHMI's code of conduct, which addresses conflicts of interest and applies to all HHMI employees, officers, Trustees, and advisors, HHMI has specific conflict of interest policies for different categories of personnel. Under the HHMI policies that apply to Trustees, officers, and key employees, these individuals must disclose annually interests that could give rise to conflicts of interest, and must certify annually their compliance with the conflict of interest policy that applies to them. Annual disclosures and certifications are reviewed by HHMI's Office of the General Counsel, and by other HHMI managers as needed. The conflict of interest policy covering HHMI's Trustees also requires each Trustee to disclose to the other Trustees any actual or apparent conflict of interest with respect to a proposed HHMI transaction. If the other Trustees decide that there is only the appearance of a conflict of interest, and that it could not reasonably be considered to affect the independent, unbiased judgment of the disclosing Trustee with respect to the transaction at issue, no further action is required to address the apparent conflict. In all other cases, including all actual conflicts of interest, the disclosing Trustee is not permitted to participate in the deliberation or decision regarding the transaction under consideration, and must leave the room during the deliberation and vote. The conflict of interest policies covering HHMI's officers and key employees require each covered individual to obtain supervisory approval up to the level of HHMI's President before entering into an affiliation with or acquiring an interest of 1% or more in any entity that is or may become a recipient of HHMI funds. HHMI's President, in consultation with HHMI's General Counsel, may permit the affiliation or interest if it would not interfere with the covered individual's performance of his or her HHMI responsibilities, would not create the appearance of a conflict of interest, and would be consistent with sound business judgment. HHMI's President may set conditions on approval, for example that there be no remuneration to the covered individual. Proposed affiliations and interests of 1% or more of HHMI's President are subject to the approval of the Chairman of the Trustees. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT AND COMPENSATION COMMITTEE OF HHMI'S BOARD OF TRUSTEES ENGAGES ONE OR MORE INDEPENDENT COMPENSATION CONSULTANTS TO CONDUCT A STUDY OF COMPARABLE MARKET DATA. THE STUDY INCLUDES DATA FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE INDEPENDENT COMPENSATION CONSULTANTS ALSO PROVIDE AN OPINION REGARDING THE REASONABLENESS OF THE COMPENSATION ARRANGEMENTS FOR THE POSITIONS INCLUDED IN THE STUDY. THE STUDY INCLUDES COMPARABLE MARKET DATA FOR ALL COMPONENTS OF COMPENSATION FOR EACH PERSON COVERED BY THE STUDY, INCLUDING BASE SALARY, INCENTIVE COMPENSATION (IF ANY), AND BENEFITS. THE BOARD OF TRUSTEES RELIES ON THE MARKET DATA AND OPINION PROVIDED BY THE COMPENSATION CONSULTANT IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. THE DECISION IS MADE BY INDEPENDENT TRUSTEES. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A SPECIFIC OFFICER OR KEY EMPLOYEE MUST RECUSE HIMSELF OR HERSELF FROM THE DECISION ON THAT PERSON'S COMPENSATION, AND LEAVE THE MEETING ROOM DURING THE DEBATE AND VOTING ON IT. IN THE ALTERNATE YEARS WHEN A STUDY IS NOT DONE, THE TRUSTEES CONFIRM WITH THE INDEPENDENT COMPENSATION CONSULTANTS THAT THE RANGE OF ANY PROPOSED MERIT INCREASES FOR HHMI EMPLOYEES, INCLUDING SENIOR MANAGEMENT, IS REASONABLE COMPARED WITH GENERALLY PREVAILING COMPENSATION INCREASES IN THE MARKET OVER THE PAST YEAR. THE BOARD OF TRUSTEES RELIES ON THIS ADVICE IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. RECUSAL PROCEDURES ARE THE SAME AS IN THE YEARS WHEN A STUDY IS DONE. IN EACH YEAR, MINUTES OF THE DISCUSSIONS AND DECISIONS REGARDING COMPENSATION ARE PREPARED AFTER EACH MEETING AND ARE SUBMITTED FOR APPROVAL AT THE NEXT MEETING. APPROVED MINUTES ARE KEPT IN HHMI'S RECORDS. ALL MINUTES INCLUDE THE DATE OF THE MEETING, IDENTIFY THOSE TRUSTEES WHO ATTENDED AND VOTED ON THE COMPENSATION ARRANGEMENTS, AND NOTE ANY RECUSALS OF TRUSTEES WITH A CONFLICT OF INTEREST. THE COMPARABILITY STUDIES AND OPINIONS RELIED ON AT THE MEETING ARE REFERENCED IN THE MINUTES, AND COPIES OF THESE MATERIALS ARE ALSO KEPT IN HHMI'S RECORDS. HHMI'S BOARD OF TRUSTEES FOLLOWED THIS PROCESS IN AUGUST 2018 AND AUGUST 2019 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2020: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT AND COMPENSATION COMMITTEE OF HHMI'S BOARD OF TRUSTEES ENGAGES ONE OR MORE INDEPENDENT COMPENSATION CONSULTANTS TO CONDUCT A STUDY OF COMPARABLE MARKET DATA. THE STUDY INCLUDES DATA FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE INDEPENDENT COMPENSATION CONSULTANTS ALSO PROVIDE AN OPINION REGARDING THE REASONABLENESS OF THE COMPENSATION ARRANGEMENTS FOR THE POSITIONS INCLUDED IN THE STUDY. THE STUDY INCLUDES COMPARABLE MARKET DATA FOR ALL COMPONENTS OF COMPENSATION FOR EACH PERSON COVERED BY THE STUDY, INCLUDING BASE SALARY, INCENTIVE COMPENSATION (IF ANY), AND BENEFITS. THE BOARD OF TRUSTEES RELIES ON THE MARKET DATA AND OPINION PROVIDED BY THE COMPENSATION CONSULTANT IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. THE DECISION IS MADE BY INDEPENDENT TRUSTEES. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A SPECIFIC OFFICER OR KEY EMPLOYEE MUST RECUSE HIMSELF OR HERSELF FROM THE DECISION ON THAT PERSON'S COMPENSATION, AND LEAVE THE MEETING ROOM DURING THE DEBATE AND VOTING ON IT. IN THE ALTERNATE YEARS WHEN A STUDY IS NOT DONE, THE TRUSTEES CONFIRM WITH THE INDEPENDENT COMPENSATION CONSULTANTS THAT THE RANGE OF ANY PROPOSED MERIT INCREASES FOR HHMI EMPLOYEES, INCLUDING SENIOR MANAGEMENT, IS REASONABLE COMPARED WITH GENERALLY PREVAILING COMPENSATION INCREASES IN THE MARKET OVER THE PAST YEAR. THE BOARD OF TRUSTEES RELIES ON THIS ADVICE IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. RECUSAL PROCEDURES ARE THE SAME AS IN THE YEARS WHEN A STUDY IS DONE. IN EACH YEAR, MINUTES OF THE DISCUSSIONS AND DECISIONS REGARDING COMPENSATION ARE PREPARED AFTER EACH MEETING AND ARE SUBMITTED FOR APPROVAL AT THE NEXT MEETING. APPROVED MINUTES ARE KEPT IN HHMI'S RECORDS. ALL MINUTES INCLUDE THE DATE OF THE MEETING, IDENTIFY THOSE TRUSTEES WHO ATTENDED AND VOTED ON THE COMPENSATION ARRANGEMENTS, AND NOTE ANY RECUSALS OF TRUSTEES WITH A CONFLICT OF INTEREST. THE COMPARABILITY STUDIES AND OPINIONS RELIED ON AT THE MEETING ARE REFERENCED IN THE MINUTES, AND COPIES OF THESE MATERIALS ARE ALSO KEPT IN HHMI'S RECORDS. HHMI'S BOARD OF TRUSTEES FOLLOWED THIS PROCESS IN AUGUST 2018 AND AUGUST 2019 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2020: PRESIDENT, VICE PRESIDENTS, AND MANAGING DIRECTORS - INVESTMENTS. |
| Form 990, Part VI, Line 19 Required documents available to the public | HHMI's practice has been to make a copy of its charter and by-laws available on request. HHMI's code of conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 22279, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 22279; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Grant write-offs - 1992632; Grant refunds - 1552109; Deferred tax benefit - -9367421; Pension Actuarial Adjustments - XXX-XX-XXXX; |
| Schedule A, Part I, Line 4 List of Hospital Affiliations | List of hospital affiliations for e-filing: Hospital, City, State, Zip Code- Baylor-affil hosps, Houston, TX 77030/ Brandeis-affil hsps, Waltham, MA 02254/ CalTech-affil hosps, Pasadena, CA 91125/ Carnegie-affil hsps, Baltimore, MD 21218/ Children's Hosp, Boston, MA 02115/ Children's Hosp, Cincinnati, OH 45229/ Columbia-affil hsps, New York, NY 10027/ Cornell-affil hosps, New York, NY 14853/ CSHL-affil hosps, Cold Spring Harbor, NY 11724/ Dana-Farber, Boston, MA 02115/ Duke-affil hosps, Durham, NC 27706/ Fred Hutch , Seattle, WA 98109/ Harvard-affil hosps, Cambridge, MA 02138/ Indiana-affil hosp, Bloomington, IN 47405/ JHopkins Hosp, Baltimore, MD 21205/ JHU-affil hosps, Baltimore, MD 21218/ Mass Gen Hosp, Boston, MA 02129/ MichSU-affil hosps, Lansing, MI 48824/ MIT-affil hosps, Boston, MA 02139/ MSKCC-affil hosps, New York, NY 10021/ NWU-affil hosps, Evanston, IL 60208/ NYU-NYU Hosps, New York, NY 10016/ OHSU-OHSU Hosp, Portland, OR 97239/ Princeton-affil hosps, Princeton, NJ 08544/ PSU-affil hosps, State College, PA 16802/ Rockefeller-Hosp, New York, NY 10021/ Salk-affil hosps, La Jolla, CA 92093/ Scripps-affil hosps, La Jolla, CA 92037/ St. Jude, Memphis, TN 38105/ Stanford-affil hosps, Palo Alto, CA 94305/ Stowers-affil hosps, Kansas City, MO 64110/ TJL-affil hosps, Bar Harbor, ME 04609/ UCB-affil hosps, Berkeley, CA 94720/ UC-Davis-affil hsp, Davis, CA 95616/ UChi-affil hosp, Chicago, IL 60637/ UCLA-Med Ctr-affil hosps, Los Angeles, CA 90095/ UColo-affil hosp, Boulder, CO 80309/ UColo-affil hosp, Denver, CO 80204/ UCSC-affil hosps, Santa Cruz, CA 95064/ UCSD-affil hosps, San Diego, CA 92093/ UCSF-UCSF Hosps, San Francisco, CA 94143/ UIllinois-affil hsp, Urbana, IL 61801/ UIowa-UIowa Hosps, Iowa City, IA 52242/ UMass-Med Ctr, Worcester, MA 01605/ UMD-affil hosp, Baltimore, MD 21201/ UMD-affil hosp, College Park, MD 20742/ UMich-UMich Hosp, Ann Arbor, MI 48109/ UMinn-affil hosps, Minneapolis, MN 55414/ UNC-affil hosps, Chapel Hill, NC 27599/ UOregon-affil hsp, Eugene, OR 97403/ UPenn-UPenn Hosp, Philadelphia, PA 19104/ UT-Austin-UT Hosp, Austin, TX 78712/ UTSW-UTSW Hosps, Dallas, TX 75390/ UUtah-UUtah Hosps, Salt Lake City, UT 84112/ UWash-Med Ctr, Seattle, WA 98195/ UWisc-affil hosps, Madison, WI 53706/ WashU-affil hosp, St. Louis, MO 63130/ Whitehead-affil hosps, Cambridge, MA 02138/ YaleU-affil hosp, New Haven, CT 06520 |
| Schedule A, Part I, Line 4 MRO Qualification | The Institute is a medical research organization for its taxable year ended August 31, 2020, as its expenditures of $797,911,575 on a cash basis for the year ended August 31 , 2019 exceeded the MRO requirement of $726,736,514 (3.5% of the HHMI endowment). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HHMI I LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$1,476,197 | $215,102,992 | ||||||
| HHMI III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI IV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $2,896,809 | $80,633,904 | ||||||
| HHMI VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XIV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI XV LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| HHMI-SA LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | RESEARCH | DE | HHMI | ||||||||
| JANELIA FARM HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | HHMI | ||||||||
| LSV ADVANTAGE INTERNATIONAL III LLC | ||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | HHMI | $234,662 | $4,152,167 | ||||||
| LSV ADVANTAGE INTERNATIONAL III-B LLC | ||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | HHMI | $7,740,100 | $157,105,002 | ||||||
| LSV ADVANTAGE INTL III (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | HHMI | $217,945 | $3,196,497 | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 980689621 | CJ | |||||
| LSV ADVANTAGE INTL III-B (CAYMAN) LTD | ||||||||||||||
| INVESTMENT | HHMI | $3,295,317 | $59,161,939 | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 981087158 | CJ | |||||
| MISSING LINK PRODUCTIONS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | HHMI | 471329820 | |||||||
| PSG LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SELDEN ISLAND HOLDING LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | HHMI | ||||||||
| SPRUGOS INVESTMENTS II LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS III LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$9,500,461 | $403,789,514 | ||||||
| SPRUGOS INVESTMENTS IX LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $27,590,543 | $14 | ||||||
| SPRUGOS INVESTMENTS V LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS VI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS VII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$10,001,168 | $272,051,214 | ||||||
| SPRUGOS INVESTMENTS VIII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $30,414,050 | $220,963,530 | ||||||
| SPRUGOS INVESTMENTS X LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | ||||||||
| SPRUGOS INVESTMENTS XI LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | -$11,188,295 | $134,315,696 | ||||||
| SPRUGOS INVESTMENTS XII LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | HHMI | $11,638 | $172,033 | ||||||
| TANGLED BANK STUDIOS LLC | ||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | HHMI | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line2USAddress/AddressLine2Txt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGHAP FEEDER LLC | ||||||||||||||||||||||
| 601 CARLSON PKWY STE 200 | MINNETONKA | MN | 55305 | 822892485 | INVESTMENT | DE | HHMI | Excluded | $7,014,029 | $20,920,655 | false | -$863,524 | false | 0.64 | ||||||||
| ALVENTO CO-INVEST 1 LTD | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $0 | false | false | 0 | PO BOX 309 UGLAND HOUSE | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | CJ | |||||||||
| APCM OPPORTUNITY FUND LP | ||||||||||||||||||||||
| 530 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10036 | 841808166 | INVESTMENT | DE | HHMI | Excluded | -$52,507 | $61,572,800 | false | false | 0.99 | |||||||||
| CERBERUS HH PARTNERS LP | ||||||||||||||||||||||
| 981102879 | INVESTMENT | HHMI | Excluded | $7,131,594 | $42,232,984 | false | false | 0.86 | 190 ELGIN AVENUE | GEORGE TOWN | GRAND CAYMAN | CJ | KY19005 | CJ | ||||||||
| COLHM STRATEGIC PARTNERS LP | ||||||||||||||||||||||
| 515 South Flower St 44th Fl | Los Angeles | CA | 90071 | 453436140 | INVESTMENT | CA | HHMI | Excluded | $1,725,043 | $37,662,108 | false | false | 1 | |||||||||
| CVI HH INVESTMENTS LP | ||||||||||||||||||||||
| 9320 EXCELSIOR BLVD | HOPKINS | MN | 55343 | 901010136 | INVESTMENT | MN | HHMI | Excluded | $6,505,495 | $0 | false | false | 0 | MS144-7-2 | ||||||||
| DARK ROAST CAPITAL LP | ||||||||||||||||||||||
| 130 W 42ND ST 20TH FL | NEW YORK | NY | 10036 | INVESTMENT | DE | HHMI | Excluded | $0 | $0 | false | false | 0.97 | ||||||||||
| DIAKRISIS FUND LP | ||||||||||||||||||||||
| 2777 SUMMER STREET SUITE 301 | STAMFORD | CT | 06905 | 352577920 | INVESTMENT | CT | HHMI | Excluded | $1,050,355 | $65,847,244 | false | false | 0.58 | |||||||||
| ECHO STREET GOODCO SELECT II LP | ||||||||||||||||||||||
| 10 EAST 53RD STREET | NEW YORK | NY | 10022 | 474827277 | INVESTMENT | NY | HHMI | Excluded | $31,456,203 | $605,224,164 | false | false | 0.33 | 32ND FLOOR | ||||||||
| EJF DO FUND (CAYMAN) LP | ||||||||||||||||||||||
| 981043181 | INVESTMENT | HHMI | Excluded | -$2,910,185 | $0 | false | false | 0 | 27 HOSPITAL ROAD | GEORGE TOWN | GRAND CAYMAN | CJ | KY19008 | CJ | ||||||||
| ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP | ||||||||||||||||||||||
| 410 GREENWICH AVENUE | GREENWICH | CT | 06830 | 823123572 | INVESTMENT | CT | HHMI | Excluded | $523,570 | $72,471,473 | false | false | 0.76 | |||||||||
| FINANCIAL HYBRID OPPORTUNITY SPV I LLC | ||||||||||||||||||||||
| 1313 DOLLEY MADISON BLVD | MCLEAN | VA | 22101 | 825280920 | INVESTMENT | VA | HHMI | Excluded | $5,316,434 | $93,843,691 | false | false | 0.98 | SUITE 306 | ||||||||
| GEM BVP CO-INV-A LP | ||||||||||||||||||||||
| 900 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | 472251559 | INVESTMENT | IL | HHMI | Excluded | $3,899,941 | $24,864 | false | false | 1 | SUITE 1450 | ||||||||
| GEM NPL CO-INV FUND LP | ||||||||||||||||||||||
| 900 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | 464232021 | INVESTMENT | IL | HHMI | Excluded | $0 | $0 | false | false | 0 | SUITE 1450 | ||||||||
| HH ELLINGTON MASTER FUND II LTD | ||||||||||||||||||||||
| INVESTMENT | HH ELLINGTON FUND II LTD | Excluded | $0 | $0 | false | false | 1 | WALKER HOUSE 87 MARY ST | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | CJ | |||||||||
| HH ELLINGTON MASTER FUND LTD | ||||||||||||||||||||||
| 981020904 | INVESTMENT | HH ELLINGTON FUND LTD | Excluded | $29,399,310 | $478,240,228 | false | false | 0.94 | WALKER HOUSE 87 MARY ST | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | CJ | ||||||||
| HH HOLDCO CO-INVESTMENT FUND LP | ||||||||||||||||||||||
| 32 BROADWAY SUITE 1201 | NEW YORK | NY | 10017 | 300864915 | INVESTMENT | NY | HHMI | Excluded | $2,674,414 | $2,845,066 | false | false | 0.9 | |||||||||
| IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $0 | $0 | false | false | 0.8 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,111 | $545,984 | false | false | 0.78 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,111 | $546,055 | false | false | 0.78 | JE | ||||||||||||||
| IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $2,111 | $546,055 | false | false | 0.78 | JE | ||||||||||||||
| MADISON ACQUISITION 4 LP | ||||||||||||||||||||||
| 540 MADISON AVENUE 33RD FL | NEW YORK | NY | 10022 | 364705548 | INVESTMENT | DE | LSV ADVANTAGE INTERNATIONAL III-B LLC | Excluded | -$26,199 | $4,513,987 | false | false | 0.66 | |||||||||
| MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD | ||||||||||||||||||||||
| INVESTMENT | MSOF HOLDINGS LTD | Excluded | $23,523,107 | $150,908,221 | false | false | 0.92 | CJ | ||||||||||||||
| MSOF HOLDINGS LTD | ||||||||||||||||||||||
| INVESTMENT | MONARCH SPECIAL OPPORTUNITIES FUND LTD | Excluded | $22,649,123 | $144,272,934 | false | false | 0.96 | CJ | ||||||||||||||
| RCH OIL AND GAS MIDSTREAM FUND | ||||||||||||||||||||||
| 3953 MAPLE AVENUE | DALLAS | TX | 75219 | 831010065 | INVESTMENT | TX | HHMI | Excluded | -$8,678,345 | $177,820,263 | false | false | 1 | SUITE 180 | ||||||||
| SERENGETI MULTI-SERIES INTERMEDIATE LLC SERIES HH | ||||||||||||||||||||||
| INVESTMENT | DE | SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH | Excluded | $7,187,385 | $57,348,652 | false | false | 1 | 2 BLOOR STREET EAST | TORONTO | ONTARIO | CA | M4W1A8 | SUITE 2700 | ||||||||
| SERENGETI MULTI-SERIES MASTER LLC SERIES HH | ||||||||||||||||||||||
| INVESTMENT | DE | SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH | Excluded | $7,187,385 | $57,348,652 | false | false | 1 | 2 BLOOR STREET EAST | TORONTO | ONTARIO | CA | M4W1A8 | SUITE 2700 | ||||||||
| SOLUS OPPORTUNITIES FUND 2 LP | ||||||||||||||||||||||
| 410 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | 463541945 | INVESTMENT | NY | HHMI | Excluded | $1,539,053 | $28,168,455 | false | false | 0.94 | |||||||||
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | -$1,861,223 | $1,591,085 | false | false | 1 | 89 NEXUS WAY CAMANA BAY | GEORGE TOWN | GRAND CAYMAN | CJ | KY19007 | CJ | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLANTYRE MULANJ SPC | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 0.61 | Yes (true) | ||||||||
| BLANTYRE SPECIAL SITUATION FUND I LIMITED | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | -$310,454 | $51,434,227 | 0.59 | Yes (true) | ||||||||
| BROWNING WEST CAYMAN FUND LP | |||||||||||||||||||
| Walkers Corporate Ltd | GRAND CAYMAN | CJ | KY19009 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 0.66 | Yes (true) | 27 Hospital Rd | George Town | ||||||
| EJF IB FINANCING LP | |||||||||||||||||||
| Walkers Corporate Ltd | Grand Cayman | CJ | KY19008 | INVESTMENT | CJ | HHMI | C Corporation | $2,125,586 | $25,720,800 | 1 | Yes (true) | 27 Hospital Rd | George Town | ||||||
| HH ELLINGTON FUND LTD | |||||||||||||||||||
| Walker House 87 Mary Street | Grand Cayman | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $29,393,557 | $122,025,199 | 1 | Yes (true) | George Town | |||||||
| HH ELLINGTON FUND II LTD | |||||||||||||||||||
| Walker House 87 Mary Street | Grand Cayman | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 1 | Yes (true) | George Town | |||||||
| HHMI CAYMAN I COMPANY | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 0 | Yes (true) | ||||||||||||
| HHMI REAL ESTATE INC | |||||||||||||||||||
| INVESTMENT | HHMI | C Corporation | $0 | $0 | 0 | Yes (true) | 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | 203967202 | DE | |||||||
| LSV ADVANTAGE INTERNATIONAL III LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $169,803 | $569,656 | 1 | Yes (true) | 981300995 | |||||||
| LSV ADVANTAGE INTERNATIONAL III-B LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $1,845,856 | $16,968,441 | 1 | Yes (true) | 981315328 | |||||||
| LSV ADVANTAGE INTERNATIONAL III-C LTD | |||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | INVESTMENT | CJ | HHMI | C Corporation | $2,433,048 | $32,598,535 | 1 | Yes (true) | 981331158 | |||||||
| MALTA MARKET NEUTRAL OFFSHORE FUND II LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | -$1,000,328 | $25,372,634 | 0 | Yes (true) | ||||||||||||
| MONARCH SPECIAL OPPORTUNITIES FUND LTD | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $22,649,123 | $144,272,934 | 0.96 | Yes (true) | ||||||||||||
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | |||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY19007 | INVESTMENT | CJ | HHMI | C Corporation | $11,832,148 | $228,017,106 | 0.93 | Yes (true) | ||||||||
| PLEASANT VALLEY INVESTMENTS LP | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $0 | $660,346 | 0 | Yes (true) | 980586696 | |||||||||||
| PORTSEA FUND SICAV PLC | |||||||||||||||||||
| INVESTMENT | MT | HHMI | C Corporation | $980,977 | $207,413,281 | 0.52 | Yes (true) | ||||||||||||
| PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP | |||||||||||||||||||
| 199 BAY ST 5300 COMMERCE COURT WEST | ONTARIO | CA | M5L1B9 | INVESTMENT | CA | HHMI | C Corporation | -$592,456 | $28,041,877 | 1 | Yes (true) | TORONTO | |||||||
| SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH | |||||||||||||||||||
| 2 BLOOR STREET EAST STE 2700 | ONTARIO | CA | M4W1A8 | INVESTMENT | CJ | HHMI | C Corporation | $7,187,385 | $57,214,410 | 1 | Yes (true) | TORONTO | |||||||
| SPECIAL SITUATIONS HH CARRY LP | |||||||||||||||||||
| PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||||
| SPRUGOS MAURITIUS I LTD | |||||||||||||||||||
| INVESTMENT | MP | HHMI | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $105,460,127 | $44,484,785 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | 611892450 | |||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP | |||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $29,561,159 | $246,317,351 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | 981520753 | |||||||
| WILLA A LP | |||||||||||||||||||
| INVESTMENT | JE | HHMI | C Corporation | $0 | $13,937,768 | 1 | Yes (true) | 981380677 | |||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (44 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alvento Coinvest 1 Ltd | ||
| S | $26,689,456 | FMV |
| APCM OPPORTUNITY FUND LP | ||
| B | $70,000,000 | FMV |
| Blantyre Mulanje SPC | ||
| B | $10,008,058 | FMV |
| Blantyre Special Situation Fund I Limited | ||
| B | $77,106,295 | FMV |
| Blantyre Special Situation Fund I Limited | ||
| S | $13,460,450 | FMV |
| Browning West Cayman Fund LP | ||
| B | $100,000,000 | FMV |
| Cerberus HH Partners LP | ||
| S | $7,828,639 | FMV |
| ColHM Strategic Partners LP | ||
| S | $6,989,053 | FMV |
| CVI HH Investments LP | ||
| S | $23,500,000 | FMV |
| Dark Roast Capital LP | ||
| B | $25,000,000 | FMV |
| Diakrisis Fund LP | ||
| B | $90,000,000 | FMV |
| Echo Street Goodco Select II LP | ||
| S | $125,000,000 | FMV |
| EJF IB Financing | ||
| B | $8,173,206 | FMV |
| EJF IB Financing | ||
| S | $18,165,470 | FMV |
| Endeavour Capital Private Investments I LP | ||
| B | $40,000,000 | FMV |
| HH Ellington Fund II Ltd | ||
| B | $200,000,000 | FMV |
| HH Holdco Co-Investment Fund LP | ||
| S | $75,678 | FMV |
| IG4 Capital Infrastructure Co-Investments A LP | ||
| B | $19,200,000 | FMV |
| IG4 Capital Private Equity Investments II-A LP | ||
| B | $26,513,028 | FMV |
| IG4 Capital Private Equity Investments II-A LP | ||
| S | $201,055 | FMV |
| IG4 Capital Private Equity Investments II-B LP | ||
| B | $26,513,028 | FMV |
| IG4 Capital Private Equity Investments II-B LP | ||
| S | $201,055 | FMV |
| IG4 Capital Private Equity Investments II-C LP | ||
| B | $26,513,028 | FMV |
| IG4 Capital Private Equity Investments II-C LP | ||
| S | $201,055 | FMV |
| LSV Advantage International III Ltd | ||
| B | $72,116 | FMV |
| LSV Advantage International III Ltd | ||
| S | $275,033 | FMV |
| LSV Advantage International III-B Ltd | ||
| B | $677,266 | FMV |
| LSV Advantage International III-B Ltd | ||
| S | $3,753,521 | FMV |
| LSV Advantage International III-C Ltd | ||
| B | $6,556,111 | FMV |
| LSV Advantage International III-C Ltd | ||
| S | $8,634,119 | FMV |
| Madison Acquisition 4 LP | ||
| B | $215,361 | FMV |
| Madison Acquisition 4 LP | ||
| S | $1,149,153 | FMV |
| MALTA MARKET NEUTRAL OFFSHORE FUND II LTD | ||
| S | $24,697,250 | FMV |
| Monarch Special Opportunities Fund Ltd - Series A Series B | ||
| B | $131,000,000 | FMV |
| Monarch Special Opportunities Fund Ltd - Series A Series B | ||
| S | $18,470,777 | FMV |
| Pleasant Valley Investments LP | ||
| S | $591,919 | FMV |
| Prisma Capital Special Situations Feeder I LP | ||
| B | $48,275,543 | FMV |
| Prisma Capital Special Situations Feeder I LP | ||
| S | $9,775,784 | FMV |
| Serengeti Segregated Portfolio Company Ltd Portfolio HH | ||
| S | $11,944,150 | FMV |
| Star Asia Japan Special Situations III Feeder LP | ||
| S | $3,912,320 | FMV |
| Star Asia Japan Special Situations IV Feeder LP | ||
| B | $27,715,306 | FMV |
| Star Asia Japan Special Situations IV Feeder LP | ||
| S | $5,421,085 | FMV |
| Tourmalet Matawin Offshore Fund VI-A LP | ||
| S | $2,000,000 | FMV |
| Willa A LP | ||
| B | $2,326,037 | FMV |
Comments