HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-03-02
- IRS object ID
- 202040629349300609
- Schema version
- 2018v3.1
- 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 | 2020-03-02T09:00:07-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | 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 LLC | 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 | 2018-09-01 | 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 | 2020-03-02 | 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 | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $70,427,554,657 | 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 | 3000 | TotalEmployeeCnt |
| Total Gross UBI | -$2,633,595 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,169,402 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,857,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,780,883 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,653,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,506,668,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,307,204,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,706,006 | PYOtherRevenueAmt |
| CY Other Revenue | $98,665,366 | CYOtherRevenueAmt |
| PY Total Revenue | $1,527,324,317 | PYTotalRevenueAmt |
| CY Total Revenue | $1,411,381,183 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $75,764,031 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,069,870 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $310,043,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $504,827,068 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $539,910,899 | PYOtherExpensesAmt |
| CY Other Expenses | $542,776,572 | CYOtherExpensesAmt |
| PY Total Expenses | $925,718,713 | PYTotalExpensesAmt |
| CY Total Expenses | $1,081,673,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $601,605,604 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $329,707,673 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,816,259,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,544,411,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,446,900,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,405,125,561 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,369,359,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,139,285,949 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HOWARD HUGHES MEDICAL INSTITUTE ("INSTITUTE" OR "HHMI") IS THE NATION'S LARGEST PRIVATE BIOMEDICAL RESEARCH INSTITUTION, WITH ALMOST $21 BILLION IN NET ASSETS AT THE END OF ITS 2019 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 | $741,854,578 | ExpenseAmt |
| Revenue | $2,541,661 | 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. 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 270 HHMI researchers, among them 15 Nobel laureates and more than 150 members of the National Academy of Sciences. HHMI investigators direct Institute research laboratories on the campuses of 59 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. (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 1-3 research areas at any point in time. Janelia's first 15-year research area is Mechanistic Cognitive Neuroscience. In October 2018, HHMI launched an open, international competition to identify an additional 15-year research focus to join the current research at Janelia. The new research area will be announced in Spring 2020. In February 2019, HHMI announced that Ron Vale, an HHMI investigator at the University of California, San Francisco, will be Janelia's next Executive Director. His appointment begins in February 2020. Vale succeeds Janelia's Founding Executive Director, Gerry Rubin, who will remain at Janelia to continue his scientific work. In the current fiscal year, there were 36 group leaders, five fellows, and 15 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 | $90,776,104 | ExpenseAmt |
| Grant | $34,069,870 | GrantAmt |
| Revenue | $111,948 | RevenueAmt |
| Desc | SCIENCE EDUCATION AND RESEARCH GRANT PROGRAMS (A) SCIENCE EDUCATION GRANT AND RESEARCH PROGRAMS (B) EDUCATIONAL MEDIA (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 | $47,628 | ExpenseAmt |
| Desc | SUPPORT FOR INTERNATIONAL SCIENCE 4c: Support for International Science 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 will receive 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 | $832,678,310 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 786 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3000 | 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 | LU | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | MT | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MX | 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 | CI | 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 | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 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 (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| JAMES A BAKER III ESQ | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| CHARLENE BARSHEFSKY ESQ | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| JOSEPH L GOLDSTEIN MD | |||||||||
| TRUSTEE, CHAIR RESEARCH COMM | 4.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| FRED R LUMMIS | |||||||||
| TRUSTEE, CHAIR FINANCE COMM | 4.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| PAUL M NURSE PHD | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| ALISON F RICHARD PHD | |||||||||
| TRUSTEE, CHAIR EDUCATION COMM | 4.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| CLAYTON S ROSE PHD | |||||||||
| TRUSTEE, CHAIR AUDIT & COMP | 6.0 | Yes (X) | $50,000 | $0 | $0 | ||||
| KURT L SCHMOKE ESQ | |||||||||
| TRUSTEE, CHAIR | 6.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| DEBORA L SPAR PHD | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| ANNE M TATLOCK | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $40,000 | $0 | $0 | ||||
| MARGARET D TUTWILER | |||||||||
| TRUSTEE from 3/19 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREN T SPILIOTES ESQ | |||||||||
| DEP GENCOUNSEL/ASST SEC | 40.0 | $445,401 | $0 | $59,388 | Yes (X) | ||||
| SUSAN S PLOTNICK | |||||||||
| ASSISTANT TREASURER & DIRECTOR-FINANCE | 40.0 | $247,051 | $0 | $60,772 | Yes (X) | ||||
| MONIQUE L MARCUS | |||||||||
| CONTROLLER | 40.0 | $204,367 | $0 | $53,406 | Yes (X) | ||||
| ERIN K O'SHEA PHD | |||||||||
| PRESIDENT | 40.0 | $1,249,839 | $0 | $57,002 | Yes (X) | ||||
| SEAN B CARROLL PHD | |||||||||
| VP FOR SCIENCE EDUCATION | 40.0 | $738,851 | $0 | $59,650 | Yes (X) | ||||
| DAVID CLAPHAM PHD | |||||||||
| VP & CHIEF SCI OFF | 40.0 | $895,532 | $0 | $67,673 | Yes (X) | ||||
| HEIDI E HENNING ESQ | |||||||||
| VP,GENERAL COUNSEL/SEC | 40.0 | $660,120 | $0 | $65,939 | Yes (X) | ||||
| DENNIS MCKEARIN PHD | |||||||||
| VP OF OPERATIONS until 6/19 | 40.0 | $465,416 | $0 | $61,126 | Yes (X) | ||||
| GERALD M RUBIN PHD | |||||||||
| VP&EXEC DIR,JANELIA RES CAMPUS | 40.0 | $810,772 | $0 | $124,628 | Yes (X) | ||||
| LANDIS ZIMMERMAN | |||||||||
| VP & CHIEF INVESTMENT OFFICER | 40.0 | $1,027,952 | $0 | $63,669 | Yes (X) | ||||
| BODO STERN PHD | |||||||||
| CHIEF OF STRATEGIC INITIATIVES | 40.0 | $352,969 | $0 | $41,911 | Yes (X) | ||||
| STEPHEN JASKO | |||||||||
| CFO & TREASURER | 40.0 | $531,248 | $0 | $41,473 | Yes (X) | ||||
| RICHARD A PENDER | |||||||||
| MAN DIR - US EQUITIES | 40.0 | $535,624 | $0 | $60,526 | Yes (X) | ||||
| GREGORY DENINNO | |||||||||
| MAN DIR - PRIVATE EQUITIES | 40.0 | $418,495 | $0 | $51,068 | Yes (X) | ||||
| ROBERT J KOLYER JR | |||||||||
| MAN DIR - DIVERSIFIED ASSETS | 40.0 | $537,641 | $0 | $58,818 | Yes (X) | ||||
| RICHARD AXEL MD | |||||||||
| INVESTIGATOR | 40.0 | $580,766 | $0 | $50,267 | Yes (X) | ||||
| THOMAS R CECH PHD | |||||||||
| INVESTIGATOR | 40.0 | $688,504 | $0 | $62,733 | Yes (X) | ||||
| ERIC R KANDEL MD | |||||||||
| SENIOR INVESTIGATOR | 40.0 | $655,962 | $0 | $64,410 | Yes (X) | ||||
| FRANCES M PHELAN | |||||||||
| CHIEF of PEOPLE and CULTURE | 40.0 | $615,971 | $0 | $47,757 | Yes (X) | ||||
| ROBERT TJIAN PHD | |||||||||
| INVESTIGATOR | 40.0 | $584,160 | $0 | $69,042 | Yes (X) | ||||
| STEPHEN M KITSOULIS | |||||||||
| MAN DIR - FIXED INCOME retired 7/18 | 40.0 | $320,118 | $0 | $36,378 | Yes (X) | ||||
| JOHN PALMISANO | |||||||||
| CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY | 40.0 | $304,043 | $0 | $48,362 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,330,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,305,998 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 694 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BRIDGEWATER ASSOCIATES INC | ||||||
| ONE GLENDINNING PLACE | WESTPORT | CT | 06880 | INVESTMENT MGT | $9,824,652 | |
| ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC) | ||||||
| 850 THIRD AVENUE | NEW YORK | NY | 10022 | INVESTMENT MGT | $6,330,726 | |
| ARAMARK HARRISON LODGING | ||||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | CONFERENCE CTR MGT | $5,141,175 | |
| SELECT EQUITY GROUP INC | ||||||
| 380 LAFEYETTE STREET | NEW YORK | NY | 10003 | INVESTMENT MGT | $4,196,298 | |
| JONES LANG LASALLE AMERICAS INC | ||||||
| 525 WILLIAM PENN PLACE | PITTSBURGH | PA | 15259 | FACILITIES MGT | $2,915,124 | SUITE 2500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 136 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $2,857,498 | AllOtherContributionsAmt |
| Total Contributions | $2,857,498 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Rental Income | 900099 | $2,541,661 | $2,541,661 |
| TV & Film Income | 900099 | $111,948 | $111,948 |
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 | $2,653,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,650,433 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$14,251,382 | UnrelatedBusinessRevenueAmt |
| Exclusion | $185,901,815 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,257,025 | TotalRevenueColumnAmt |
| Exclusion | $98,257,025 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $777,501 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,458,310 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$680,809 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$680,809 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$680,809 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,125,672,249 | SecuritiesAmt |
| Other | $12,298,596 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,964,152,440 | SecuritiesAmt |
| Other | $50,562,724 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,161,519,809 | SecuritiesAmt |
| Other | -$38,264,128 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,135,554,277 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,298,596 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,123,255,681 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Cafeteria Income | 900099 | $331,806 | $331,806 |
| Investment Expense Rebate | 900099 | $233,788 | $233,788 |
| Cash Discounts | 900099 | $162,407 | $162,407 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,149 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,089,150 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,411,381,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,653,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,633,595 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,408,503,671 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,224,516 | TotalAmt |
| Program Services | $26,224,516 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,845,354 | TotalAmt |
| Program Services | $7,845,354 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,783,611 | TotalAmt |
| Program Services | $2,559,518 | ProgramServicesAmt |
| Management And General | $8,224,093 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,572 | TotalAmt |
| Program Services | $642,572 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,607,451 | TotalAmt |
| Program Services | $247,216,768 | ProgramServicesAmt |
| Management And General | $35,390,683 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,985,885 | TotalAmt |
| Program Services | $19,701,632 | ProgramServicesAmt |
| Management And General | $3,284,253 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,275,783 | TotalAmt |
| Program Services | $148,311,517 | ProgramServicesAmt |
| Management And General | $22,964,266 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,531,766 | TotalAmt |
| Program Services | $14,281,292 | ProgramServicesAmt |
| Management And General | $2,250,474 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,142,186 | TotalAmt |
| Program Services | $2,100,590 | ProgramServicesAmt |
| Management And General | $2,041,596 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,424 | TotalAmt |
| Program Services | $2,050 | ProgramServicesAmt |
| Management And General | $716,374 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,500 | TotalAmt |
| Management And General | $17,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,729,281 | TotalAmt |
| Management And General | $90,729,281 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,306,220 | TotalAmt |
| Program Services | $38,753,734 | ProgramServicesAmt |
| Management And General | $8,552,486 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,978,733 | TotalAmt |
| Program Services | $1,957,259 | ProgramServicesAmt |
| Management And General | $2,021,474 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,912,413 | TotalAmt |
| Program Services | $4,762,993 | ProgramServicesAmt |
| Management And General | $6,149,420 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,777 | TotalAmt |
| Program Services | $39,777 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,951,798 | TotalAmt |
| Program Services | $67,265,493 | ProgramServicesAmt |
| Management And General | $12,686,305 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,180,216 | TotalAmt |
| Program Services | $7,661,818 | ProgramServicesAmt |
| Management And General | $1,518,398 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500,172 | TotalAmt |
| Program Services | $2,776,359 | ProgramServicesAmt |
| Management And General | $723,813 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,065,952 | TotalAmt |
| Program Services | $15,663,376 | ProgramServicesAmt |
| Management And General | $34,402,576 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,611,145 | TotalAmt |
| Program Services | $70,923,355 | ProgramServicesAmt |
| Management And General | $8,687,790 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,402 | TotalAmt |
| Program Services | $118,521 | ProgramServicesAmt |
| Management And General | $328,881 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB, SCIENTIFIC & OTHER SUPPLIES | $114,856,743 | $114,033,854 | $822,889 |
| MINOR EQUIPMENT & RENOVATIONS | $18,436,378 | $17,624,594 | $811,784 |
| EQUIPMENT MAINTENANCE | $15,003,845 | $10,405,965 | $4,597,880 |
| INCOME TAX | $839,208 | $839,208 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,039,179 | TotalAmt |
| Program Services | $11,805,403 | ProgramServicesAmt |
| Management And General | $1,233,776 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,673,510 | TotalAmt |
| Program Services | $832,678,310 | ProgramServicesAmt |
| Management And General | $248,995,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,180,834 | BOYAmt |
| EOY | $790,226,562 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| 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 | $5,146,926 | BOYAmt |
| EOY | $8,703,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,875,642,789 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,125,721,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,464,662 | BOYAmt |
| EOY | $749,921,018 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,483,770,458 | BOYAmt |
| EOY | $5,272,971,863 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,601,402,134 | BOYAmt |
| EOY | $15,420,751,528 | 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 | $185,294,431 | BOYAmt |
| EOY | $301,837,174 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,816,259,445 | BOYAmt |
| EOY | $22,544,411,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,669,342 | BOYAmt |
| EOY | $596,211,961 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,321,012 | BOYAmt |
| EOY | $103,646,545 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,130,000 | BOYAmt |
| EOY | $768,317,285 | 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 | $1,236,233,081 | BOYAmt |
| EOY | $39,313,915 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,546,779 | BOYAmt |
| EOY | $897,635,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,446,900,214 | BOYAmt |
| EOY | $2,405,125,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,369,359,231 | BOYAmt |
| EOY | $20,139,285,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,369,359,231 | BOYAmt |
| EOY | $20,139,285,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,816,259,445 | BOYAmt |
| EOY | $22,544,411,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $329,707,673 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$580,725,446 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,944,491 | 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 AND WOMENS 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 | $17,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $2,523 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $20,023 | 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 spent to paid 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 | $90,400,563 | OtherCostOrOtherBasisAmt |
| Book Value | $91,208,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,248,413 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $751,650,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $348,578,171 | DepreciationAmt |
| Book Value | $413,321,226 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $354,150,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $336,568,366 | DepreciationAmt |
| Book Value | $17,581,682 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $556,633,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,823,131 | DepreciationAmt |
| Book Value | $130,809,960 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $921,448 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $110,830,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,752,103 | DepreciationAmt |
| Book Value | $96,999,850 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $749,921,018 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PRIVATE EQUITY & REAL ESTATE | $5,580,459,685 |
| DISTRESSED & CREDIT SENSITIVE | $1,896,373,243 |
| HEDGED EQUITY | $2,058,245,109 |
| MARKET NEUTRAL | $2,688,904,041 |
| EQUITY COMMINGLED | $3,196,769,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,420,751,528 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)
| DescDesc | AmtAmt |
|---|---|
| SHORT POSITIONS | $514,716,747 |
| INVESTMENT PURCH PENDING SALES | $40,638,833 |
| CURRENCY EXCH CONTRACTS PAY | $9,663,113 |
| DEFERRED COMPENSATION LIAB | $53,766,488 |
| SWAP UNREALIZED LOSS | $196,272,028 |
| INVESTMENT MANAGEMENT FEES PAYABLE | $17,851,171 |
| DEFERRED INCOME | $1,928,051 |
| INTEREST & DIVIDENDS ON SHORT STOCKS & BONDS | $853,514 |
| CONTRACT FOR DIFFERENCES LIABILITY | $7,614,626 |
| FUTURE CONTRACTS LIABILITY POSITION | $0 |
| LEASE OBLIGATIONS | $13,220,638 |
| EQUITY SWAPS - LIABILITIES | $292,555 |
| OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL | $40,818,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $897,635,855 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $746,003,585 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$580,725,446 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$580,725,446 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,326,729,031 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $124,042,783 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$39,390,631 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $84,652,152 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,411,381,183 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $960,510,868 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,880,141 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,880,141 | ExpensesNotReportedAmt |
| Expenses Subtotal | $957,630,727 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $124,042,783 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $124,042,783 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,081,673,510 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | In accordance with the guidance on accounting for uncertainty in income taxes, management regularly evaluates its tax positions and does not believe the Institute has any uncertain tax positions that result in a material impact on the Institute's consolidated financial position or change in total net assets. The Institute is subject to routine audits by taxing jurisdictions. The Institute believes it is no longer subject to income tax examinations for fiscal years prior to August 31, 2015. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Realized exchange gains/(losses) - 13269 Loss on extinguishment of taxable bond - -38277397 Rental expenses - -1458309 Cafeteria income - 331806 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Realized exchange gain/(loss) - -13269 Loss on extinguishment of taxable bond - 38277397 Deferred tax benefit - -12894568 Grant write-offs - -7455694 Grant refunds - -594228 Postretirement amortization - -15566000 Rental expenses - 1458309 Cafeteria income - -331806 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $6,761,764,512 |
| North America (Canada & Mexico only) | Investments | $91,869,038 |
| Europe (Including Iceland and Greenland) | Investments | $846,212,988 |
| East Asia and the Pacific | Investments | $161,938,692 |
| Sub-Saharan Africa | Investments | $631,304 |
| Central America and the Caribbean | ,Investment Management Fees | $10,786,645 |
| North America (Canada & Mexico only) | ,Investment Management Fees | $20,496 |
| Europe (Including Iceland and Greenland) | ,Investment Management Fees | $11,964,145 |
| 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 | $7,885,187,820 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,885,187,820 | TotalSpentAmt |
| Total501c3 Org | 0 | 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 2019 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. 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 2019 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. 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 (122 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| Travel Exp Pd on behalf of Grantees | ||||||||
| Meeting Exp | Chevy Chase | MD | 20815 | $26,813 | $0 | Exrop Program - Travel | ||
| Brown Univ | ||||||||
| Brown Univ | Providence | RI | 02912 | $10,609 | $0 | Hanna Gray Scholars | 050258809 | 501 (C) (3) |
| CA Inst of Technology | ||||||||
| CA Inst of Technology | Pasadena | CA | 91125 | $21,218 | $0 | Hanna Gray Scholars | 951643307 | 501 (C) (3) |
| Columbia Univ | ||||||||
| Columbia Univ | New York | NY | 10032 | $331,018 | $0 | Hanna Gray Scholars | 135598093 | 501 (C) (3) |
| Don Danforth Plant Sci Ctr | ||||||||
| Don Danforth Plt Sci Ctr | St Louis | MO | 63132 | $10,000 | $0 | Hanna Gray Scholars | 311584621 | 501 (C) (3) |
| Fred Hutchinson Cncr Ctr | ||||||||
| Fred Hutch Cncr Ctr | Seattle | WA | 98109 | $10,300 | $0 | Hanna Gray Scholars | 237156071 | 501 (C) (3) |
| Fred Hutchinson Cncr Ctr | ||||||||
| Fred Hutch Ctr | Seattle | WA | 981091024 | $331,018 | $0 | Hanna Gray Scholars | 237156071 | 501 (C) (3) |
| Harvard Medical Sch | ||||||||
| Harvard Medical Sch | Cambridge | MA | 02138 | $1,375,881 | $0 | Hanna Gray Scholars | 042103580 | 501 (C) (3) |
| Inst for Cancer Resrch | ||||||||
| Inst - Cancer Resrch | Philadelphia | PA | 19111 | $10,000 | $0 | Hanna Gray Scholars | 236296135 | 501 (C) (3) |
| J David Gladstone Inst | ||||||||
| J David Gladstn | San Francisco | CA | 94158 | $10,000 | $0 | Hanna Gray Scholars | 237203666 | 501 (C) (3) |
| Mem Sloan-Kettering | ||||||||
| Mem Sloan-Kettering | New York | NY | 10017 | $10,609 | $0 | Hanna Gray Scholars | 131924236 | 501 (C) (3) |
| MIT | ||||||||
| MIT | Cambridge | MA | 02139 | $682,636 | $0 | Hanna Gray Scholars | 042103594 | 501 (C) (3) |
| President & Fellows-Harvard College | ||||||||
| President Fellows Of Harvard | Cambridge | MA | 02138 | $10,609 | $0 | Hanna Gray Scholars | 042103580 | 501 (C) (3) |
| President & Fellows-Harvard College | ||||||||
| President Fellows Of Harvard | Cambridge | MA | 02138 | $10,000 | $0 | Hanna Gray Scholars | 042103580 | 501 (C) (3) |
| President & Fellows-Harvard College | ||||||||
| Presidents and Fellows of Harvard | Cambridge | MA | 02138 | $10,609 | $0 | Hanna Gray Scholars | 042103580 | 501 (C) (3) |
| Princeton Univ | ||||||||
| Princeton Univ | Princeton | NJ | 08540 | $341,318 | $0 | Hanna Gray Scholars | 210634501 | 501 (C) (3) |
| Rockefeller Univ | ||||||||
| Rockefeller Univ | New York | NY | 10065 | $261,318 | $0 | Hanna Gray Scholars | 131624158 | 501 (C) (3) |
| Rockefeller Univ | ||||||||
| Rockefeller Univ | New York | NY | 10065 | $10,000 | $0 | Hanna Gray Scholars | 131624158 | 501 (C) (3) |
| Rockefeller Univ | ||||||||
| Rockefeller Univ | New York | NY | 10065 | $10,000 | $0 | Hanna Gray Scholars | 131624158 | 501 (C) (3) |
| Salk Institute | ||||||||
| Salk Institute | LA Jolla | CA | 920371002 | $10,609 | $0 | Hanna Gray Scholars | 952160097 | 501 (C) (3) |
| Stanford Univ | ||||||||
| Stanford Univ | San Francisco | CA | 941444253 | $351,927 | $0 | Hanna Gray Scholars | 941156365 | 501 (C) (3) |
| Stanford Univ | ||||||||
| Stanford Univ | San Francisco | CA | 941444253 | $10,000 | $0 | Hanna Gray Scholars | 941156365 | 501 (C) (3) |
| Stanford Univ | ||||||||
| Stanford Univ | Palo Alto | CA | 94304 | $10,000 | $0 | Hanna Gray Scholars | 941156365 | 501 (C) (3) |
| Stanford Univ | ||||||||
| Stanford Univ | Palo Alto | CA | 94304 | $10,000 | $0 | Hanna Gray Scholars | 941156365 | 501 (C) (3) |
| The Univ Of Minnesota | ||||||||
| The Univ Of Minnesota | Minneapolis | MN | 55455 | $341,318 | $0 | Hanna Gray Scholars | 416007513 | Minnesota |
| UC - Berkeley | ||||||||
| UC - Berkeley | New York | NY | 947205940 | $351,927 | $0 | Hanna Gray Scholars | 946002123 | California |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | $10,000 | $0 | Hanna Gray Scholars | 946002123 | California |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | $10,000 | $0 | Hanna Gray Scholars | 946002123 | California |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | $10,000 | $0 | Hanna Gray Scholars | 946002123 | California |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | $10,609 | $0 | Hanna Gray Scholars | 946036493 | California |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | $10,609 | $0 | Hanna Gray Scholars | 946036493 | California |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | $10,000 | $0 | Hanna Gray Scholars | 946036493 | California |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | $10,000 | $0 | Hanna Gray Scholars | 946036493 | California |
| UC - Santa Cruz | ||||||||
| UC - Santa Cruz | Santa Cruz | CA | 95064 | $10,000 | $0 | Hanna Gray Scholars | 941539563 | California |
| Univ Of Pennsylvania | ||||||||
| Univ Of Pennsylvania | Philadelphia | PA | 191046205 | $10,609 | $0 | Hanna Gray Scholars | 231352685 | 501 (C) (3) |
| Univ of Texas - Southwestern | ||||||||
| Univ of Texas - Southwestern | Dallas | TX | 75390 | $351,927 | $0 | Hanna Gray Scholars | 746000203 | Texas |
| Univ of Washington | ||||||||
| Univ of Washington | Seattle | WA | 98195 | $10,000 | $0 | Hanna Gray Scholars | 916001537 | Washington |
| Univ of Hawaii | ||||||||
| Univ of Hawaii | Honolulu | HI | 96822 | $10,000 | $0 | Hanna Gray Scholars | 990085260 | 501 (C) (3) |
| Univ of Southern California | ||||||||
| Univ of Southern California | Los Angeles | CA | 900898001 | $341,318 | $0 | Hanna Gray Scholars | 951642394 | 501 (C) (3) |
| Whitehead Inst for Biomedical Research | ||||||||
| Whitehead Inst for Biomed Research | Cambridge | MA | 021421479 | $341,318 | $0 | Hanna Gray Scholars | 061043412 | 501 (C) (3) |
| Whitehead Inst for Biomedical Research | ||||||||
| Whitehead Inst for Biomed Research | Cambridge | MA | 021421479 | $10,000 | $0 | Hanna Gray Scholars | 061043412 | 501 (C) (3) |
| Yale Univ | ||||||||
| Yale Univ | New Haven | CT | 065081873 | $10,609 | $0 | Hanna Gray Scholars | 060646973 | 501 (C) (3) |
| Arizona State Univ | ||||||||
| Arizona State Univ | Tempe | AZ | 852876011 | $40,000 | $0 | Inclusive Excellence | 860196696 | Arizona |
| Bates College | ||||||||
| Bates College | Lewiston | ME | 04240 | $40,000 | $0 | Inclusive Excellence | 010211781 | 501 (C) (3) |
| Brandeis Univ | ||||||||
| Brandeis Univ | Waltham | MA | 024549110 | $40,000 | $0 | Inclusive Excellence | 042103552 | 501 (C) (3) |
| Cal State LA Univ Auxiliary Services Inc | ||||||||
| Cal State LA Univ Aux Svcs Inc | Los Angeles | CA | 90032 | $40,000 | $0 | Inclusive Excellence | 954016653 | 501 (C) (3) |
| California State Univ-San Marcos | ||||||||
| California State Univ-San Marcos | San Marcos | CA | 92096 | $40,000 | $0 | Inclusive Excellence | 330397688 | California |
| Chaminade Univ Of Honolulu | ||||||||
| Chaminade Univ Of Honolulu | Honolulu | HI | 96816 | $40,000 | $0 | Inclusive Excellence | 990272261 | 501 (C) (3) |
| Davidson College | ||||||||
| Davidson College | Davidson | NC | 280355000 | $40,000 | $0 | Inclusive Excellence | 560529961 | 501 (C) (3) |
| Delaware State Univ | ||||||||
| Delaware State Univ | Dover | DE | 19901 | $40,000 | $0 | Inclusive Excellence | 201372435 | 501 (C) (3) |
| DePauw Univ | ||||||||
| DePauw Univ | Greencastle | IN | 461350037 | $40,000 | $0 | Inclusive Excellence | 350869045 | 501 (C) (3) |
| Framingham State Univ | ||||||||
| Framingham State Univ | Framingham | MA | 017019101 | $40,000 | $0 | Inclusive Excellence | 043154529 | Massachusetts |
| Humboldt State Univ Sponsored Pgm Fdn | ||||||||
| Humboldt State U Sponsored Pgm Fdn | Arcata | CA | 95521 | $40,000 | $0 | Inclusive Excellence | 946050071 | 501 (C) (3) |
| James Madison Univ | ||||||||
| James Madison Univ | Harrisonburg | VA | 228070001 | $40,000 | $0 | Inclusive Excellence | 546001756 | Virginia |
| Kalamazoo College | ||||||||
| Kalamazoo College | Kalamazoo | MI | 49007 | $40,000 | $0 | Inclusive Excellence | 381358014 | 501 (C) (3) |
| Kennesaw State Univ | ||||||||
| Kennesaw State Univ | Kennesaw | GA | 30144 | $40,000 | $0 | Inclusive Excellence | 580965786 | Georgia |
| Kenyon College | ||||||||
| Kenyon College | Gambier | OH | 43022 | $40,000 | $0 | Inclusive Excellence | 314379507 | 501 (C) (3) |
| Lawrence Technological Univ | ||||||||
| Lawrence Technological Univ | Southfield | MI | 48075 | $40,000 | $0 | Inclusive Excellence | 381369604 | 501 (C) (3) |
| Lawrence Univ | ||||||||
| Lawrence Univ | Appleton | WI | 549115595 | $40,000 | $0 | Inclusive Excellence | 390806297 | 501 (C) (3) |
| Mercy College | ||||||||
| Mercy College | Dobbs Ferry | NY | 10522 | $40,000 | $0 | Inclusive Excellence | 131967321 | 501 (C) (3) |
| Mount Mary Univ | ||||||||
| Mount Mary Univ | Milwaukee | WI | 532224597 | $40,000 | $0 | Inclusive Excellence | 390806154 | 501 (C) (3) |
| Norfolk State Univ | ||||||||
| Norfolk State Univ | Norfolk | VA | 23504 | $40,000 | $0 | Inclusive Excellence | 546002808 | Virginia |
| North Carolina State U | ||||||||
| North Carolina State U | Raleigh | NC | 276957617 | $40,000 | $0 | Inclusive Excellence | 566000730 | North Carolina |
| Northeastern Univ | ||||||||
| Northeastern Univ | Boston | MA | 02115 | $40,000 | $0 | Inclusive Excellence | 041679980 | 501 (C) (3) |
| Oberlin College | ||||||||
| Oberlin College | Oberlin | OH | 44074 | $40,000 | $0 | Inclusive Excellence | 340714363 | 501 (C) (3) |
| Oregon State Univ | ||||||||
| Oregon State Univ | Corvallis | OR | 973312140 | $40,000 | $0 | Inclusive Excellence | 611730890 | Oregon |
| Radford Univ | ||||||||
| Radford Univ | Radford | VA | 24142 | $40,000 | $0 | Inclusive Excellence | 546001789 | Virginia |
| Regents Of The Univ Of California | ||||||||
| Regents Of The Univ Of California | Davis | CA | 956186153 | $40,000 | $0 | Inclusive Excellence | 946036494 | California |
| Regents Univ of California Los Angeles | ||||||||
| Regents Univ of California LA | Los Angeles | CA | 900246505 | $40,000 | $0 | Inclusive Excellence | 956006143 | California |
| Rochester Inst Of Technology | ||||||||
| Rochester Inst Of Technology | Rochester | NY | 14623 | $40,000 | $0 | Inclusive Excellence | 160743140 | 501 (C) (3) |
| Roosevelt Univ | ||||||||
| Roosevelt Univ | Chicago | IL | 60605 | $40,000 | $0 | Inclusive Excellence | 362167854 | 501 (C) (3) |
| San Francisco State Univ | ||||||||
| San Francisco State Univ | San Francisco | CA | 94132 | $40,000 | $0 | Inclusive Excellence | 931137247 | California |
| Syracuse Univ | ||||||||
| Syracuse Univ | Syracuse | NY | 132441140 | $40,000 | $0 | Inclusive Excellence | 150532081 | 501 (C) (3) |
| The College of New Jersey | ||||||||
| The College of New Jersey | Ewing | NJ | 08628 | $40,000 | $0 | Inclusive Excellence | 222797398 | New Jersey |
| The Resrch Found for SUNY | ||||||||
| The Research Found for SUNY | Stony Brook | NY | 11794 | $40,000 | $0 | Inclusive Excellence | 141368361 | 501 (C) (3) |
| The Washington Univ | ||||||||
| The Washington Univ | St Louis | MO | 631304862 | $40,000 | $0 | Inclusive Excellence | 430653611 | 501 (C) (3) |
| Towson Univ | ||||||||
| Towson Univ | Towson | MD | 21252 | $40,000 | $0 | Inclusive Excellence | 526002033 | Maryland |
| Trinity Washington Univ | ||||||||
| Trinity Washington Univ | Washington | DC | 20017 | $40,000 | $0 | Inclusive Excellence | 530196640 | 501 (C) (3) |
| Tufts Univ | ||||||||
| Tufts Univ | Boston | MA | 02111 | $40,000 | $0 | Inclusive Excellence | 042102634 | 501 (C) (3) |
| Univ of California Merced | ||||||||
| Univ of California Merced | Merced | CA | 95343 | $40,000 | $0 | Inclusive Excellence | 270093858 | California |
| Univ Of Colorado Denver | ||||||||
| Univ Of Colorado Denver | Aurora | CO | 800452571 | $40,000 | $0 | Inclusive Excellence | 846000555 | 501 (C) (3) |
| Univ of Houston-Downtown | ||||||||
| Univ of Houston-Downtown | Houston | TX | 770021014 | $40,000 | $0 | Inclusive Excellence | 746001399 | Texas |
| Univ of Illinois at Chicago | ||||||||
| Univ of Illinois at Chicago | Chicago | IL | 606124305 | $40,000 | $0 | Inclusive Excellence | 376000511 | Illinois |
| Univ of Massachusetts Amherst | ||||||||
| Univ of Massachusetts Amherst | Hadley | MA | 010359450 | $40,000 | $0 | Inclusive Excellence | 043167352 | Massachusetts |
| Univ of Missouri | ||||||||
| Univ of Missouri | Columbia | MO | 652110001 | $40,000 | $0 | Inclusive Excellence | 436003859 | Missouri |
| Univ Of Northern Colorado | ||||||||
| Univ Of Northern Colorado | Greeley | CO | 80639 | $40,000 | $0 | Inclusive Excellence | 846000546 | Colorado |
| Univ of Puerto Rico-Humacao | ||||||||
| Univ of Puerto Rico-Humacao | Humacao | PR | 00792 | $40,000 | $0 | Inclusive Excellence | 660433765 | Puerto Rico |
| Univ of Saint Thomas - Saint Paul MN | ||||||||
| Univ of St Thomas St Paul MN | St Paul | MN | 55105 | $40,000 | $0 | Inclusive Excellence | 410693970 | 501 (C) (3) |
| Univ Of South Dakota | ||||||||
| Univ Of South Dakota | Vermillion | SD | 57069 | $40,000 | $0 | Inclusive Excellence | 466003541 | South Dakota |
| Univ Of Utah | ||||||||
| Univ Of Utah | Salt Lake City | UT | 84112 | $40,000 | $0 | Inclusive Excellence | 876000525 | Utah |
| Univ of Wisconsin | ||||||||
| Univ of Wisconsin | Madison | WI | 537151218 | $40,000 | $0 | Inclusive Excellence | 396006492 | Wisconsin |
| UT Rio Grande Valley | ||||||||
| UT Rio Grande Valley | Edinburg | TX | 78539 | $40,000 | $0 | Inclusive Excellence | 465292740 | Texas |
| Utah State Univ | ||||||||
| Utah State Univ | Logan | UT | 84322 | $40,000 | $0 | Inclusive Excellence | 876000528 | Utah |
| Vassar College | ||||||||
| Vassar College | Poughkeepsie | NY | 12604 | $40,000 | $0 | Inclusive Excellence | 141338587 | 501 (C) (3) |
| Virginia Commonwealth Univ Foundation | ||||||||
| Virginia Commonwealth Univ Fdn | Richmond | VA | 232843075 | $40,000 | $0 | Inclusive Excellence | 540757884 | 501 (C) (3) |
| Virginia Polytechnic Inst & State | ||||||||
| Virginia Polytechnic Inst State | Blacksburg | VA | 24061 | $40,000 | $0 | Inclusive Excellence | 546001805 | Virginia |
| Wellesley College | ||||||||
| Wellesley College | Wellesley | MA | 02481 | $40,000 | $0 | Inclusive Excellence | 042103637 | 501 (C) (3) |
| Western Washington Univ | ||||||||
| Western Washington Univ | Bellingham | WA | 98225 | $40,000 | $0 | Inclusive Excellence | 916000562 | Washington |
| Wheaton College (Massachusetts) | ||||||||
| Wheaton College Massachusetts | Norton | MA | 02766 | $40,000 | $0 | Inclusive Excellence | 042103638 | 501 (C) (3) |
| Albert Einstein College Of Medicine | ||||||||
| Albert Einstein College Of Medicine | Bronx | NY | 10461 | $31,232 | $0 | Medical Research | 830621846 | 501 (C) (3) |
| Columbia Univ | ||||||||
| Columbia Univ | New York | NY | 10032 | $1,473,369 | $0 | Medical Research | 135598093 | 501 (C) (3) |
| MIT | ||||||||
| MIT | Cambridge | MA | 02139 | $500,000 | $0 | Medical Research | 042103594 | 501 (C) (3) |
| Salk Inst | ||||||||
| Salk Inst | LA Jolla | CA | 920371002 | $500,000 | $0 | Medical Research | 952160097 | 501 (C) (3) |
| Salk Inst | ||||||||
| Salk Inst | LA Jolla | CA | 920371002 | $1,444,475 | $0 | Medical Research | 952160097 | 501 (C) (3) |
| St Jude Childrens Res Hosp | ||||||||
| St Jude Childrens Res Hosp | Memphis | TN | 38148 | $234,691 | $0 | Medical Research | 620646012 | 501 (C) (3) |
| Stanford Univ | ||||||||
| Stanford Univ | San Francisco | CA | 941444253 | $500,000 | $0 | Medical Research | 941156365 | 501 (C) (3) |
| Tufts Univ | ||||||||
| Tufts Univ | Boston | MA | 02111 | $52,128 | $0 | Medical Research | 042102634 | 501 (C) (3) |
| Tufts Univ | ||||||||
| Tufts Univ | Boston | MA | 02111 | $42,471 | $0 | Medical Research | 042102634 | 501 (C) (3) |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | $1,773,675 | $0 | Medical Research | 946002123 | California |
| UC - Berkeley | ||||||||
| UC - Berkeley | Berkeley | CA | 94720 | $13,500 | $0 | Medical Research | 946002123 | California |
| UC - San Diego | ||||||||
| UC - San Diego | LA Jolla | CA | 92093 | $1,494,472 | $0 | Medical Research | 956006144 | California |
| UC - San Francisco | ||||||||
| UC - San Francisco | San Francisco | CA | 94143 | $1,597,770 | $0 | Medical Research | 946036493 | California |
| Univ Of Massachusetts | ||||||||
| Univ Of Massachusetts | Worchester | MA | 01605 | $500,000 | $0 | Medical Research | 043167352 | Massachusetts |
| Univ Of Massachusetts | ||||||||
| Univ Of Massachusetts | Worchester | MA | 01605 | $74,499 | $0 | Medical Research | 043167352 | Massachusetts |
| Univ of Texas | ||||||||
| Univ of Texas | Austin | TX | 78713 | $1,631,737 | $0 | Medical Research | 746000203 | Texas |
| Univ of Texas - Southwestern | ||||||||
| Univ of Texas - Southwestern | Dallas | TX | 75390 | $1,612,775 | $0 | Medical Research | 746000203 | Texas |
| Univ of Wisconsin | ||||||||
| Univ of Wisconsin | Madison | WI | 537151218 | $370,000 | $0 | Medical Research | 396006492 | Wisconsin |
| Univ of Vermont | ||||||||
| Univ of Vermont | Burlington | VT | 05401 | $1,648,305 | $0 | Medical Research | 451556038 | 501 (C) (3) |
| Univ Of Maryland Baltimore County | ||||||||
| Univ Of Maryland Baltimore County | Baltimore | MD | 21250 | $10,000 | $0 | Minority Serving Inst | 526002033 | Maryland |
| Univ of Notre Dame | ||||||||
| Univ of Notre Dame | Notre Dame | IN | 46556 | $124,074 | $0 | Multimedia | 350868188 | 501 (C) (3) |
| Brigham Young Univ | ||||||||
| Brigham Young Univ | Provo | UT | 846021231 | $98,150 | $0 | Science Education | 870217280 | 501 (C) (3) |
| Univ of Wisconsin | ||||||||
| Univ of Wisconsin | Madison | WI | 537151218 | $1,197,500 | $0 | Undergrad Science Education | 396006492 | Wisconsin |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 121 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EXROP PROGRAM | 29 | $242,332 |
| GILLIAM FELLOWSHIPS | 91 | $6,826,426 |
| MEDICAL RESEARCH FELLOWSHIPS | 13 | $559,000 |
| FACULTY SCHOLARS | 8 | $217,597 |
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 international predoctoral students, to medical students seeking to conduct basic laboratory research, and 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 |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAUREN T SPILIOTES ESQ | ||||||||||||||
| DEP GENCOUNSEL/ASST SEC | $423,939 | $0 | $0 | $0 | $21,462 | $0 | $27,500 | $0 | $31,888 | $0 | $504,789 | $0 | $0 | $0 |
| SUSAN S PLOTNICK | ||||||||||||||
| ASSISTANT TREASURER & DIRECTOR-FINANCE | $242,025 | $0 | $3,500 | $0 | $1,526 | $0 | $24,071 | $0 | $36,701 | $0 | $307,823 | $0 | $0 | $0 |
| MONIQUE L MARCUS | ||||||||||||||
| CONTROLLER | $203,126 | $0 | $0 | $0 | $1,241 | $0 | $20,496 | $0 | $32,910 | $0 | $257,773 | $0 | $0 | $0 |
| ERIN K O'SHEA PHD | ||||||||||||||
| PRESIDENT | $1,228,366 | $0 | $0 | $0 | $21,473 | $0 | $27,500 | $0 | $29,502 | $0 | $1,306,841 | $0 | $0 | $0 |
| SEAN B CARROLL PHD | ||||||||||||||
| VP FOR SCIENCE EDUCATION | $717,093 | $0 | $0 | $0 | $21,758 | $0 | $27,500 | $0 | $32,150 | $0 | $798,501 | $0 | $0 | $0 |
| DAVID CLAPHAM PHD | ||||||||||||||
| VP & CHIEF SCI OFF | $648,824 | $0 | $0 | $0 | $246,708 | $0 | $27,500 | $0 | $40,173 | $0 | $963,205 | $0 | $0 | $0 |
| HEIDI E HENNING ESQ | ||||||||||||||
| VP,GENERAL COUNSEL/SEC | $638,699 | $0 | $0 | $0 | $21,421 | $0 | $27,500 | $0 | $38,439 | $0 | $726,059 | $0 | $0 | $0 |
| DENNIS MCKEARIN PHD | ||||||||||||||
| VP OF OPERATIONS until 6/19 | $459,488 | $0 | $0 | $0 | $5,928 | $0 | $27,500 | $0 | $33,626 | $0 | $526,542 | $0 | $0 | $0 |
| GERALD M RUBIN PHD | ||||||||||||||
| VP&EXEC DIR,JANELIA RES CAMPUS | $758,802 | $0 | $22,591 | $0 | $29,379 | $0 | $27,500 | $0 | $97,128 | $0 | $935,400 | $0 | $0 | $0 |
| LANDIS ZIMMERMAN | ||||||||||||||
| VP & CHIEF INVESTMENT OFFICER | $1,004,873 | $0 | $0 | $0 | $23,079 | $0 | $27,500 | $0 | $36,169 | $0 | $1,091,621 | $0 | $0 | $0 |
| BODO STERN PHD | ||||||||||||||
| CHIEF OF STRATEGIC INITIATIVES | $333,667 | $0 | $0 | $0 | $19,302 | $0 | $27,500 | $0 | $14,411 | $0 | $394,880 | $0 | $0 | $0 |
| STEPHEN JASKO | ||||||||||||||
| CFO & TREASURER | $437,344 | $0 | $25,000 | $0 | $68,904 | $0 | $27,500 | $0 | $13,973 | $0 | $572,721 | $0 | $0 | $0 |
| RICHARD A PENDER | ||||||||||||||
| MAN DIR - US EQUITIES | $513,560 | $0 | $0 | $0 | $22,064 | $0 | $27,500 | $0 | $33,026 | $0 | $596,150 | $0 | $0 | $0 |
| GREGORY DENINNO | ||||||||||||||
| MAN DIR - PRIVATE EQUITIES | $389,577 | $0 | $9,450 | $0 | $19,468 | $0 | $27,500 | $0 | $23,568 | $0 | $469,563 | $0 | $0 | $0 |
| ROBERT J KOLYER JR | ||||||||||||||
| MAN DIR - DIVERSIFIED ASSETS | $515,532 | $0 | $0 | $0 | $22,109 | $0 | $27,500 | $0 | $31,318 | $0 | $596,459 | $0 | $0 | $0 |
| RICHARD AXEL MD | ||||||||||||||
| INVESTIGATOR | $568,433 | $0 | $0 | $0 | $12,333 | $0 | $27,500 | $0 | $22,767 | $0 | $631,033 | $0 | $0 | $0 |
| THOMAS R CECH PHD | ||||||||||||||
| INVESTIGATOR | $652,996 | $0 | $0 | $0 | $35,508 | $0 | $27,500 | $0 | $35,233 | $0 | $751,237 | $0 | $0 | $0 |
| ERIC R KANDEL MD | ||||||||||||||
| SENIOR INVESTIGATOR | $626,380 | $0 | $0 | $0 | $29,582 | $0 | $27,500 | $0 | $36,910 | $0 | $720,372 | $0 | $0 | $0 |
| FRANCES M PHELAN | ||||||||||||||
| CHIEF of PEOPLE and CULTURE | $355,859 | $0 | $25,000 | $0 | $235,112 | $0 | $27,500 | $0 | $20,257 | $0 | $663,728 | $0 | $0 | $0 |
| ROBERT TJIAN PHD | ||||||||||||||
| INVESTIGATOR | $557,308 | $0 | $0 | $0 | $26,852 | $0 | $27,500 | $0 | $41,542 | $0 | $653,202 | $0 | $0 | $0 |
| STEPHEN M KITSOULIS | ||||||||||||||
| MAN DIR - FIXED INCOME retired 7/18 | $227,561 | $0 | $42,333 | $0 | $50,224 | $0 | $21,696 | $0 | $14,682 | $0 | $356,496 | $0 | $0 | $0 |
| JOHN PALMISANO | ||||||||||||||
| CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY | $283,518 | $0 | $0 | $0 | $20,525 | $0 | $27,500 | $0 | $20,862 | $0 | $352,405 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 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 2019, two officers, three trustees and one key employee flew first class. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Under HHMI's moving expense reimbursement policy, if an employee is relocating at HHMI's request, HHMI will ordinarily provide a tax gross-up for the reimbursable moving expenses that must be treated as taxable to the employee. HHMI continued to follow this standard practice during the 2019 fiscal year. During fiscal year 2019, one of the officers and one of the highest compensated employees received a tax gross-up. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | In fiscal year 2019, 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 three individuals who relocated to take positions with HHMI, which may be used to cover such individuals' 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 and 5/15/2013 included interest income 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 | For the bond issued on 2/27/2003 $375 million notional amount of the $500 million notional amount of swaps pertaining to this bond were integrated. 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, In part 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 | 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 | $51,891,986 | $0 | $0 | $0 | $772,575 | $0 | $0 | $9,439,202 | $0 | $41,804,794 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | ||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| B | false | false | false | false | false | Yes (true) | Yes (true) | false | 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 | $126,085 | 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 (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4b Program Service Description | HHMI's Department of Science Education emphasizes initiatives with the power to transform graduate, undergraduate, and precollege education in the life sciences. During its 2019 fiscal year, the Institute distributed approximately $60 million in grants and fellowships to support science education. 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 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. The plan is to announce new awards in the spring of 2021. This third cohort of schools will join the current Inclusive Excellence community which is now 57 US colleges and universities. 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. Awards will be made to up to six US research universities beginning in 2021. 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, with the most recent cohort of 14 added in 2018. HHMI's Exceptional Research Opportunities Program (EXROP) encourages talented students who belong to groups excluded from science to pursue careers in science by placing selected undergraduates in summer research experiences in the labs of HHMI investigators, professors, and at the Janelia Research Campus. In 2019, a total of 29 students were EXROP Capstone participants, engaging in a second year of summer research. In 2019, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added 18 institutions-17 colleges and universities in the US and one in Canada. 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 over 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 2018, more than 4,400 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 FY19, HHMI awarded 44 new fellowships, including to eight EXROP alumni. 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 2019, HHMI continued support for 14 HHMI Medical Research Fellows in their second year of research. The Med Fellows program enables students to take a year off from professional school to conduct laboratory research, and some apply to continue their research for a second year. The goal of the program is to provide a training path for those students who may one day choose to work at the intersection of basic research and clinical medicine. In 2019, HHMI continued support for 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 provide 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 2019, 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 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 July 2019, HHMI hosted approximately 60 high school and higher education educators for the third annual HHMI Educator Professional Development Conference. The four-day conference at HHMI headquarters focused on inclusive learning environments, BioInteractive's identity, values and approaches, and sharing teaching and professional development expertise among attendees. Featured speakers on inclusive teaching and educator professional development were Dr. Meghan Bathgate, Yale University, Dr. Bryan Dewsbury, University of Rhode Island, and Dr. Brooke (Bourdelat-Parks) Gorman, Tennessee Aquarium. In November 2019, BioInteractive invited educators to participate in a three-year professional development BioInteractive Ambassador Academy. Up to 30 educators will be selected to work with BioInteractive to spread inclusive and equitable science teaching practices. The Academy will be 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 June 2019 the Educational Media Group launched a redesigned BioInteractive website. Educators can now create a BioInteractive account that allows them to more easily create lesson plans with BioInteractive resources and share them with other educators. In 2019 the Educational Media Group also developed and released a multipart animation series exploring the process of photosynthesis and the structures that carry it out and two short classroom films on ecology: From Ants to Grizzlies: A General Rule for Saving Biodiversity and Serengeti: Nature's Living Laboratory. |
| 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. New films released this year: RISE OF THE MAMMALS debuted in 2019 on NOVA/PBS, the same day the research on the groundbreaking fossil discovery it features was published in Science Magazine, making headlines around the world in top outlets including the AP, NY Times, Washington Post, CNN, Reuters and National Geographic. THE RISE OF THE MAMMALS filmed the remarkable discovery of a trove of well-preserved mammal skulls from the first million years after the asteroid wiped out life on earth 66 million years ago. The film is streaming for free on NOVA and the exhibit on the discovery, featuring footage from the film is open to the public at the Denver Museum of Nature and Science. OUR GORONGOSA, a film about education, development and conservation efforts in Gorongosa National Park in Mozambique, screened at a private screening to a VIP crowd of conservationists, policy makers, and influential decisionmakers in March at the Oprah Winfrey theater at the African American Museum of History and Culture in Washington, D.C. and was selected for a U.S. public premiere at the Wild and Scenic Film Festival in Jan 2019. In Mozambique, OUR GORONGOSA has screened more than five times during prime-time on the country's national channels and will begin screening on LAM (National Airline of Mozambique) flights. OLIVER SACKS, a film telling the life story of famed scientist Oliver Sacks, premiered at the Telluride Film Festival in August, screened at the NY Film Festival and won the audience choice award at the Hamptons Film Festival. It will continue screening at film festivals through next year. The film will premiere on PBS' American Masters in 2020. Broadcast/Theatrical Premieres and Updates: THE SERENGETI RULES, a film following the stories of five pioneering ecologists who discovered the rules of nature that can offer hope for the fate of our planet, debuted at the Tribeca Film Festival in 2018. In 2019 the film toured film festivals around the world continuing to collect top awards from top festivals including the Jackson Wild Film Festival, the Paris Science Film Festival, the Rotterdam Film Festival, the Wild and Scenic Film Festival, and the Bergen Film Festival. The film did a theatrical run screening in more than 40 theaters across the US. Reviews were positive including the NY Times selecting the film as a "critic's pick" and saying the film was "science made spellbinding." A broadcast version of the film premiered on PBS/Nature in October and is available to stream for free on PBS digital sites. The film premiered in the U.K. on BBC 4 in November. INVENTING TOMORROW, which premiered at Sundance in 2018, was featured at film festivals around the world and was screened to an audience of more than 900 educators at the National Science Teachers Association annual conference. A shorter broadcast version premiered on POV on PBS in July 2019. BACKYARD WILDERNESS, which debuted in 2018 and swept the Giant Screen Awards, continued to open at museums and giant screen theaters around the world including the California Science Center, New York Hall of Science, Houston Museum of Natural Science, Maryland Science Center, Shanghai Science and Technology Museum, China Science and Technology Museum in Beijing, Canadian Museum of History, Kuwait Scientific Center, and Planeteria Alfo in Mexico. The film continued to win awards including Jackson Wild, The International Wildlife Film Festival and the One Earth Film Festival. THE FARTHEST - VOYAGER IN SPACE, which debuted in 2017, was rebroadcast on PBS in July 2019 as part of PBS's Summer of Space and won the AAAS Kavli Science Journalism Gold Award. (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 $50 million for their support over eight years. A fourth competition is currently underway, with plans to select an additional 15 fellows by spring 2020. (E) Faculty Scholars HHMI, together with the Simons Foundation and the Bill & Melinda Gates Foundation, continued to provide grant support to 67 Faculty Scholars during the current fiscal year, early-career scientists who have great potential to make unique contributions to their field. The scientists conduct research at 37 institutions across the United States. Through the Faculty Scholars Program, HHMI and its partner philanthropies will spend up to $71.1 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 2016 AND AUGUST 2017 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2018: 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 2017 AND AUGUST 2018 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2019: 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 | Other Revenue - Total Revenue: 361149, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 361149; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Grant write-offs - 7455695; Grant refunds - 594228; Deferred tax benefit - 12894568; |
| Schedule A, Part I, Line 4 List of Hospital Affiliations | List of hospital affiliations for e-filing: Hospital, City, State, Zip Code- B&W Hospital, Boston, MA 02115/ Baylor-aff hosps, Houston, TX 77030/ Brandeis-aff hsps, Waltham, MA 02254/ CalTech-aff hosps, Pasadena, CA 91125/ Carnegie-aff hsps, Baltimore, MD 21218/ Children's Hosp, Boston, MA 02115/ Children's Hosp, Cincinnati, OH 45229/ Columbia-aff hsps, New York, NY 10027/ Cornell-aff hosps, New York, NY 14853/ CSHL-affil hosps, Cold Spring Harbor, NY 11724/ Dana-Farber, Boston, MA 02115/ Duke-Duke Hosp, Durham, NC 27706/ Fred Hutch , Seattle, WA 98109/ Harvard-aff 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-aff 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-aff 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-aff hosp, Boulder, CO 80309/ UColo-aff hosp, Denver, CO 80204/ UCR-affil hosps, Riverside, CA 92521/ UCSC-aff hosps, Santa Cruz, CA 95064/ UCSD-aff hosps, San Diego, CA 92093/ UCSF-UCSF Hosps, San Francisco, CA 94143/ UIllinois-aff 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-aff hosps, Minneapolis, MN 55414/ UNC-affil hosps, Chapel Hill, NC 27599/ UOregon-aff 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-aff 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, 2019, as its four year expenditures of $3,000,818,111 on a cash basis for the year ended August 31 , 2018 exceeded the four year MRO requirement of $2,908,452,287 (3.5% of the HHMI endowment). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (55 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HHMI FI I LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI I LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI II LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $48,717,852 | $478,970,611 | HHMI | |||||||
| HHMI III LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI IV LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI IX LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI V LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI VI LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI VII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $2,889,574 | $115,214,789 | HHMI | |||||||
| HHMI VIII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI X LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XI LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XIII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XIV LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XV LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI XVI LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| HHMI-SA LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | RESEARCH | DE | $0 | $0 | HHMI | |||||||
| JANELIA FARM HOLDING LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | $0 | $0 | HHMI | |||||||
| LSV ADVANTAGE INTERNATIONAL III LLC | |||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | $1,091,542 | $7,667,402 | HHMI | |||||||
| LSV ADVANTAGE INTERNATIONAL III-B LLC | |||||||||||||||
| 540 MADISON AVENUE 33RD FL | New York | NY | 10022 | INVESTMENT | DE | $9,639,333 | $123,456,068 | HHMI | |||||||
| LSV ADVANTAGE INTL III (CAYMAN) LTD | |||||||||||||||
| INVESTMENT | $943,264 | $6,405,771 | HHMI | 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 980689621 | CJ | ||||||
| LSV ADVANTAGE INTL III-B (CAYMAN) LTD | |||||||||||||||
| INVESTMENT | $6,643,800 | $64,351,285 | HHMI | 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 | $0 | $0 | HHMI | 471329820 | ||||||
| PRIVATE EQUITY HOLDING II LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING III LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-AHEAD LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-ALEXA LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-CS CAPITAL LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-EUROCASTLE LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-FAVRILLE LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-KAP LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-ROYCE LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-STORERETRO LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PRIVATE EQUITY HOLDING-XENOPORT LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| PSG LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| RELATIVE VALUE STRATEGIES LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SELDEN ISLAND HOLDING LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | VA | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS II LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS III LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $33,979,107 | $418,560,898 | HHMI | |||||||
| SPRUGOS INVESTMENTS IV LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS IX LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $45,344,610 | $483,958,278 | HHMI | |||||||
| SPRUGOS INVESTMENTS LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS V LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS VI LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS VII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $19,548,471 | $285,404,931 | HHMI | |||||||
| SPRUGOS INVESTMENTS VIII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $7,879,279 | $262,046,492 | HHMI | |||||||
| SPRUGOS INVESTMENTS X LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS INVESTMENTS XI LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $10,097,796 | $139,735,719 | HHMI | |||||||
| SPRUGOS INVESTMENTS XII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | -$16,601 | $143,648 | HHMI | |||||||
| SPRUGOS INVESTMENTS XIII LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| SPRUGOS-FRENCH LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | INVESTMENT | DE | $0 | $0 | HHMI | |||||||
| TANGLED BANK STUDIOS LLC | |||||||||||||||
| 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | FILM PROD | DE | $0 | $0 | HHMI | |||||||
| AROSA CAPITAL MANAGEMENT MIDSTREAM FUND LLC | |||||||||||||||
| c/o Arosa Capital Management LP | New York | NY | 10001 | INVESTMENT | DE | $16,742,987 | $0 | HHMI | 812676294 | 550 West 34th St Ste 2800 | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (23 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 Line2USAddress/AddressLine2Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGHAP FEEDER LLC | ||||||||||||||||||||||
| 601 CARLSON PKWY STE 200 | MINNETONKA | MN | 55305 | 822892485 | INVESTMENT | DE | HHMI | Excluded | $467,352 | $22,625,723 | false | -$5,203,924 | false | 0.64 | ||||||||
| AROSA MIDSTREAM FUND LP | ||||||||||||||||||||||
| C/O Arosa Capital Management LP | New York | NY | 10001 | 811723636 | INVESTMENT | DE | Arosa Capital Management Midstream Fund LLC | Excluded | $16,742,987 | $0 | false | false | 0 | 550 West 34th St Ste 2800 | ||||||||
| CERBERUS HH PARTNERS LP | ||||||||||||||||||||||
| 981102879 | INVESTMENT | HHMI | Excluded | $10,713,532 | $61,377,407 | false | false | 0.88 | CJ | |||||||||||||
| COLHM STRATEGIC PARTNERS LP | ||||||||||||||||||||||
| 515 South Flower St 44th Fl | Los Angeles | CA | 90071 | 453436140 | INVESTMENT | CA | HHMI | Excluded | $1,542,020 | $53,641,797 | false | false | 0.9987 | |||||||||
| CVI HH INVESTMENTS LP | ||||||||||||||||||||||
| 9320 EXCELSIOR BLVD | HOPKINS | MN | 55343 | 901010136 | INVESTMENT | MN | HHMI | Excluded | $35,165,624 | $47,808,879 | false | $6,731 | false | 1 | MS144-7-2 | |||||||
| ECHO STREET GOODCO SELECT II LP | ||||||||||||||||||||||
| 10 EAST 53RD STREET | NEW YORK | NY | 10022 | 474827277 | INVESTMENT | NY | HHMI | Excluded | $50,854,815 | $371,746,410 | false | false | 0.61 | 32ND FLOOR | ||||||||
| EJF DO FUND (CAYMAN) LP | ||||||||||||||||||||||
| 981043181 | INVESTMENT | HHMI | Excluded | $8,807 | $144,018 | false | false | 1 | CJ | 27 HOSPITAL ROAD | GEORGE TOWN | GRAND CAYMAN | CJ | KY19008 | ||||||||
| ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP | ||||||||||||||||||||||
| 410 GREENWICH AVENUE | GREENWICH | CT | 06830 | 823123572 | INVESTMENT | CT | HHMI | Excluded | $19,805 | $27,782,597 | false | false | 0.77 | |||||||||
| FINANCIAL HYBRID OPPORTUNITY SPV I LLC | ||||||||||||||||||||||
| 1313 DOLLEY MADISON BLVD | MCLEAN | VA | 22101 | 825280920 | INVESTMENT | VA | HHMI | Excluded | $189,624 | $63,226,438 | false | false | 0.98 | SUITE 306 | ||||||||
| GEM BVP CO-INV-A LP | ||||||||||||||||||||||
| 900 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | 472251559 | INVESTMENT | IL | HHMI | Excluded | $777,113 | $874,393 | false | false | 1 | SUITE 1450 | ||||||||
| GEM NPL CO-INV FUND LP | ||||||||||||||||||||||
| 900 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | 464232021 | INVESTMENT | IL | HHMI | Excluded | $334,448 | $218,697 | Yes (true) | false | 0.67 | SUITE 1450 | ||||||||
| HH ELLINGTON MASTER FUND LTD | ||||||||||||||||||||||
| 981020904 | INVESTMENT | HH ELLINGTON FUND LTD | Excluded | $18,551,690 | $558,329,566 | false | false | 0.94 | CJ | WALKER HOUSE 87 MARY ST | GEORGE TOWN | GRAND CAYMAN | CJ | KY11104 | ||||||||
| HH HOLDCO CO-INVESTMENT FUND LP | ||||||||||||||||||||||
| 32 BROADWAY SUITE 1201 | NEW YORK | NY | 10004 | 300864915 | INVESTMENT | NY | HHMI | Excluded | $1,191,244 | $30,137,156 | false | false | 0.93 | |||||||||
| LUMINUS CREDIT OPPORTUNITIES PIE I LP | ||||||||||||||||||||||
| 1700 BROADWAY 38TH FLOOR | NEW YORK | NY | 10019 | 261963557 | INVESTMENT | NY | HHMI | Excluded | -$5,886,856 | $0 | false | false | 0.99 | |||||||||
| MADISON ACQUISITION 4 LP | ||||||||||||||||||||||
| 540 MADISON AVENUE 33RD FL | NEW YORK | NY | 10022 | 364705548 | INVESTMENT | DE | LSV Advantage International III-B LLC | Excluded | -$619,339 | $5,464,261 | false | false | 0.67 | |||||||||
| MADISON ACQUISITION 55 LP | ||||||||||||||||||||||
| 540 MADISON AVENUE 33RD FL | NEW YORK | NY | 10022 | 813367909 | INVESTMENT | DE | LSV ADVANTAGE INTERNATIONAL III-B LLC | Excluded | $719,122 | $16,227,099 | false | false | 0.4 | |||||||||
| MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $9,042,012 | $110,412,266 | false | false | 0.93 | CJ | ||||||||||||||
| MSOF HOLDINGS LTD | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $9,041,808 | $110,409,771 | false | false | 1 | CJ | ||||||||||||||
| RCH OIL AND GAS MIDSTREAM FUND | ||||||||||||||||||||||
| 3953 MAPLE AVENUE | DALLAS | TX | 75219 | 831010065 | INVESTMENT | TX | HHMI | Excluded | -$1,097,544 | $157,149,984 | false | false | 1 | SUITE 180 | ||||||||
| SERENGETI MULTI-SERIES INTERMEDIATE LLC SERIES HH | ||||||||||||||||||||||
| INVESTMENT | DE | SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH | Excluded | $8,104,694 | $66,695,627 | 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 | $8,104,694 | $66,695,627 | 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 | $583,567 | $28,250,837 | false | false | 0.94 | |||||||||
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | ||||||||||||||||||||||
| INVESTMENT | HHMI | Excluded | $549,398 | $3,801,634 | false | false | 1 | CJ | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY19007 | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHALKSTREAM KOREA FUND INTERNATIONAL LP | ||||||||||||||||||
| 27 Hospital Road | George Town | Grand Cayman | CJ | KY19008 | 981248058 | INVESTMENT | CJ | HHMI | C Corporation | -$16,495,996 | $0 | 1 | Yes (true) | |||||
| EJF IB FINANCING LP | ||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $2,331,505 | $17,854,526 | 1 | Yes (true) | |||||||||||
| ELLINGTON ENHANCED INCOME FUND LTD | ||||||||||||||||||
| Walker House 87 Mary Street | George Town | Grand Cayman | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $24,136,681 | $409,337,351 | 0.45 | Yes (true) | ||||||
| HH ELLINGTON FUND LTD | ||||||||||||||||||
| Walker House 87 Mary Street | George Town | Grand Cayman | CJ | KY11104 | INVESTMENT | CJ | HHMI | C Corporation | $2,361 | $114,623,361 | 1 | Yes (true) | ||||||
| HHMI CAYMAN I COMPANY | ||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $3,279 | $174,404 | 1 | Yes (true) | |||||||||||
| HHMI REAL ESTATE INC | ||||||||||||||||||
| 203967202 | INVESTMENT | HHMI | C Corporation | $0 | $1,863,466 | 1 | Yes (true) | 4000 JONES BRIDGE ROAD | CHEVY CHASE | MD | 20815 | DE | ||||||
| LSV ADVANTAGE INTERNATIONAL III LTD | ||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 981300995 | INVESTMENT | CJ | HHMI | C Corporation | $15,582 | $822,313 | 1 | Yes (true) | ||||||
| LSV ADVANTAGE INTERNATIONAL III-B LTD | ||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 981315328 | INVESTMENT | CJ | HHMI | C Corporation | $944,862 | $18,398,771 | 1 | Yes (true) | ||||||
| LSV ADVANTAGE INTERNATIONAL III-C LTD | ||||||||||||||||||
| 89 NEXUS WAY 2/F CAMANA BAY | GRAND CAYMAN | CJ | KY11205 | 981331158 | INVESTMENT | CJ | HHMI | C Corporation | $1,971,937 | $29,224,855 | 1 | Yes (true) | ||||||
| MALTA MARKET NEUTRAL OFFSHORE FUND II LTD | ||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $1,796,746 | $22,995,843 | 1 | Yes (true) | |||||||||||
| MONARCH SPECIAL OPPORTUNITIES FUND LTD | ||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $9,000,427 | $81,651,537 | 1 | Yes (true) | |||||||||||
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | ||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY19007 | INVESTMENT | CJ | HHMI | C Corporation | $6,592,119 | $197,737,551 | 0.93 | Yes (true) | |||||||
| PLEASANT VALLEY INVESTMENTS LP | ||||||||||||||||||
| 980586696 | INVESTMENT | CJ | HHMI | C Corporation | $6,668,226 | $709,300 | 0.51 | Yes (true) | ||||||||||
| PORTSEA FUND SICAV PLC | ||||||||||||||||||
| INVESTMENT | MT | HHMI | C Corporation | $2,997,722 | $200,253,593 | 0.52 | Yes (true) | |||||||||||
| SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH | ||||||||||||||||||
| 2 BLOOR STREET EAST STE 2700 | TORONTO | ONTARIO | CA | M4W1A8 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $56,899,705 | 1 | Yes (true) | ||||||
| SPRUGOS MAURITIUS I LTD | ||||||||||||||||||
| INVESTMENT | MP | HHMI | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS II FEEDER LP | ||||||||||||||||||
| 981444101 | INVESTMENT | CJ | HHMI | C Corporation | $0 | $0 | 1 | Yes (true) | 125 GAITHER DR SUITE L | MOUNT LAUREL | NJ | 08054 | ||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP | ||||||||||||||||||
| 611892450 | INVESTMENT | CJ | HHMI | C Corporation | $17,690,246 | $23,385,677 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | ||||||
| STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP | ||||||||||||||||||
| INVESTMENT | CJ | HHMI | C Corporation | $27,694 | $9,555,072 | 1 | Yes (true) | 125 GAITHER DR STE L | MOUNT LAUREL | NJ | 08054 | |||||||
| STEYN CAPITAL OFFSHORE HEDGE FUND | ||||||||||||||||||
| CASSIA COURT STE 716 10 MARKET ST | CAMANA BAY | GRAND CAYMAN | CJ | KY19006 | INVESTMENT | CJ | HHMI | C Corporation | -$1,974,143 | $0 | 0.94 | Yes (true) | ||||||
| WILLA A LP | ||||||||||||||||||
| 981380677 | INVESTMENT | JE | HHMI | C Corporation | $0 | $13,803,402 | 1 | Yes (true) | ||||||||||
| 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 (30 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AROSA MIDSTREAM FUND LP | ||
| S | $160,496,174 | FMV |
| CERBERUS HH PARTNERS LP | ||
| S | $35,259,507 | FMV |
| CHALKSTREAM KOREA FUND INTERNATIONAL LP | ||
| S | $75,000,000 | FMV |
| COLHM STRATEGIC PARTNERS LP | ||
| S | $13,736,985 | FMV |
| CVI HH INVESTMENTS LP | ||
| S | $145,000,000 | FMV |
| EJF IB FINANCING LP | ||
| B | $10,058,585 | FMV |
| ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP | ||
| B | $30,000,000 | FMV |
| FINANCIAL HYBRID OPPORTUNITY SPV I LLC | ||
| B | $71,468,531 | FMV |
| GEM BVP CO-INV-A LP | ||
| S | $9,000,000 | FMV |
| GEM NPL CO-INV FUND LP | ||
| S | $197,802 | FMV |
| HH HOLDCO CO-INVESTMENT FUND LP | ||
| B | $988,481 | FMV |
| HH HOLDCO CO-INVESTMENT FUND LP | ||
| S | $2,275,899 | FMV |
| LSV ADVANTAGE INTERNATIONAL III LTD | ||
| B | $82,371 | FMV |
| LSV ADVANTAGE INTERNATIONAL III LTD | ||
| S | $55,459 | FMV |
| LSV ADVANTAGE INTERNATIONAL III-B LTD | ||
| B | $476,906 | FMV |
| LSV ADVANTAGE INTERNATIONAL III-B LTD | ||
| S | $4,097,556 | FMV |
| LSV ADVANTAGE INTERNATIONAL III-C LTD | ||
| B | $16,270,613 | FMV |
| LSV ADVANTAGE INTERNATIONAL III-C LTD | ||
| S | $3,892,591 | FMV |
| MADISON ACQUISITION 4 LP | ||
| B | $112,603 | FMV |
| MADISON ACQUISITION 4 LP | ||
| S | $3,071,837 | FMV |
| MADISON ACQUISITION 55 LP | ||
| B | $7,499,401 | FMV |
| MADISON ACQUISITION 55 LP | ||
| S | $4,313,015 | FMV |
| LUMINUS CREDIT OPPORTUNITIES PIE I LP | ||
| S | $5,615,033 | FMV |
| MONARCH SPECIAL OPPORTUNITIES FUND LTD | ||
| S | $10,509,051 | FMV |
| RCH OIL AND GAS MIDSTREAM FUND | ||
| B | $200,000,000 | FMV |
| SOLUS OPPROTUNITIES FUND 2 LP | ||
| B | $50,000 | FMV |
| SOLUS OPPROTUNITIES FUND 2 LP | ||
| S | $746,892 | FMV |
| STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP | ||
| S | $20,041,705 | FMV |
| STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP | ||
| B | $2,195,189 | FMV |
| TOURMALET MATAWIN OFFSHORE FUND VI-A LP | ||
| S | $6,875,000 | FMV |
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