WOODS HOLE OCEANOGRAPHIC INSTITUTION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: WOODS HOLE OCEANOGRAPHIC INSTITUTION (EIN 04-2105850)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-14
IRS object ID: 201903189349304460
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 G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-14T10:43:55-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042105850	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WOODS HOLE OCEANOGRAPHIC INSTITUTION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DANA FERNANDEZ CONTROLLER	InCareOfNm
Business Name Control	WOOD	BusinessNameControlTxt
Phone	5084572000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE ROAD MS 14	AddressLine1Txt
City	WOODS HOLE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02543	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY FERNANDEZ	PersonNm
Person Title	VP OPS & CFO	PersonTitleTxt
Phone	5084572000	PhoneNum
Signature	2019-11-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GWEN SPENCER	PreparerPersonNm
PTIN	P00641463	PTIN
Phone	6175305000	PhoneNum
Preparation	2019-11-07	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.125.77	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04363820193185000005	FederalOriginalSubmissionId
Federal Original Submission Id	2019-11-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	502E9D7DF2DC237FB1436A97DBD0F14D19F2DD5A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AC896450502CEB966939E8BE4E31B85B24D0B522	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DR MARK R ABBOTT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE ROAD MS 14	AddressLine1Txt
City	WOODS HOLE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02543	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$227,036,268	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.whoi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1930	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	1114	TotalEmployeeCnt
Total Volunteers	106	TotalVolunteersCnt
Total Gross UBI	$3,217,063	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$955,661	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$191,109,014	PYContributionsGrantsAmt
CY Contributions Grants	$195,530,700	CYContributionsGrantsAmt
PY Program Service Revenue	$9,664,641	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,662,663	CYProgramServiceRevenueAmt
PY Investment Income	$38,850	PYInvestmentIncomeAmt
CY Investment Income	$17,405	CYInvestmentIncomeAmt
PY Other Revenue	$4,175,356	PYOtherRevenueAmt
CY Other Revenue	$1,501,208	CYOtherRevenueAmt
PY Total Revenue	$204,987,861	PYTotalRevenueAmt
CY Total Revenue	$203,711,976	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,107,631	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$8,863,506	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$102,657,432	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$110,041,008	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$64,080	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$53,390	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,995,034	CYTotalFundraisingExpenseAmt
PY Other Expenses	$110,709,799	PYOtherExpensesAmt
CY Other Expenses	$108,715,586	CYOtherExpensesAmt
PY Total Expenses	$221,538,942	PYTotalExpensesAmt
CY Total Expenses	$227,673,490	CYTotalExpensesAmt
PY Revenues Less Expenses	-$16,551,081	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$23,961,514	CYRevenuesLessExpensesAmt
Total Assets BOY	$586,972,995	TotalAssetsBOYAmt
Total Assets EOY	$598,068,698	TotalAssetsEOYAmt
Total Liabilities BOY	$222,201,921	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$242,432,642	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$364,771,074	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$355,636,056	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$190,819,035	ExpenseAmt
Grant	$8,380,729	GrantAmt
Revenue	$1,966,147	RevenueAmt
Desc	SPONSORED AND INSTITUTIONAL RESEARCH IN OCEANOGRAPHY AND RELATED FIELDS: OF THE 1,164 SPONSORED RESEARCH AWARDS, 462 AWARDS ARE FROM 8 FEDERAL AGENCIES AND 702 ARE FROM 177 OTHER SPONSORS. INSTITUTION RESEARCH SPONSORED 112 PROJECTS FROM UNRESTRICTED FUNDS. IN ADDITION, WOODS HOLE OCEANOGRAPHIC INSTITUTION ISSUED 593 PUBLICATIONS IN 2018.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$10,991,970	ExpenseAmt
Grant	$482,777	GrantAmt
Revenue	$4,696,516	RevenueAmt
Desc	EDUCATION: JOINT GRADUATE PROGRAM WITH M.I.T. IN THE MARINE SCIENCES. IN 2018, THERE WERE 127 GRADUATE STUDENTS, 13 DEGREE RECIPIENTS, 49 POST DOCTORAL SCHOLARS AND FELLOWS, 11 GEOPHYSICAL FLUID DYNAMICS PROGRAM PARTICIPANTS, 33 SUMMER STUDENT FELLOWS AND 167 GUEST STUDENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$201,811,005	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	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	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	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	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	241	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1114	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	32	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	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DANA FERNANDEZ CONTROLLER	PersonNm
Phone	5082893505	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE RD MS 14	AddressLine1Txt
City	WOODS HOLE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02543	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID B SCULLY
CHAIR OF THE BOARD OF TRUSTEES	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JEFFERSON E HUGHES JR
VICE CHAIR OF THE BOARD	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
STEVEN G HOCH
CHAIRMAN OF THE CORPORATION	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
ANNE C KRONENBERG
TREASURER	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JAMES A AUSTIN JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ROBERT BAYLIS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JAMES M CLARK JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ALFRED T DENGLER
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
SARA G DENT
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ROBERT C DUCOMMUN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
LAURENCE FISH
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
MARGARET A FLANAGAN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
MICHELE S FOSTER
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
CHRISTINE H FOX
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOSEPH C HOOPES
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
GEORGETTE C MCCONNELL
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
NEWTON PS MERRILL
CHAIRMAN OF LIFE TRUSTEES	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JOYCE K MOSS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOHN F O'BRIEN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOSEPH F PATTON JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JAMES P ROSENFIELD
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
HARDWICK SIMMONS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
STEPHEN E TAYLOR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JEAN C TEMPEL
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
THOMAS J TIERNEY
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
EDWARD TREGURTHA
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
MARK ABBOTT
PRESIDENT/DIRECTOR	50.0	0.0	Yes (X)	Yes (X)	$474,715	$0	$240,607
CHRISTOPHER LAND
VP LEGAL AFFAIRS/GEN. COUNSEL	50.0	0.0	Yes (X)	Yes (X)	$301,620	$0	$36,705
Richard A Falkenrath
Trustee (Until 5/18)	2.5	0.0	Yes (X)		$0	$0	$0
ROBIN POWELL MANDJES
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
D ALEC SARGENT
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
WILLIAM SCHMIDT
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
MATTHEW SELLER
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
PETER THOMSON
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
CHARLES WARD
Trustee	2.5	0.0	Yes (X)		$0	$0	$0
JEFFREY A FERNANDEZ
VP OPS & CFO	50.0	0.0		Yes (X)	$353,193	$0	$125,204
LAURENCE MADIN
DEP DIRECTOR & VP OF RESEARCH	50.0	0.0			$317,070	$0	$53,636	Yes (X)
ROBERT MUNIER
VP MAR FAC & OP	50.0	0.0			$324,433	$0	$59,556	Yes (X)
CHARLES GAUVIN
CHIEF DEV OFFICER (UNTIL 7/18)	50.0	0.0			$287,885	$0	$45,442		Yes (X)
ROBERT WELLER
SENIOR SCIENTIST	50.0	0.0			$262,010	$0	$49,929		Yes (X)
DONALD ANDERSON
SENIOR SCIENTIST	50.0	0.0			$233,111	$0	$51,747		Yes (X)
Keith Glavin
Sr. Dir. Information Systems	50.0	0.0			$235,361	$0	$45,182		Yes (X)
John Trowbridge
Senior Scientist	50.0	0.0			$231,958	$0	$54,624		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,021,356	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$762,632	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	256	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd
VOLSTAD SHIPPING
KEISER WILHELMS GATE23 5ETG BOX777	ALESUND	0	NO	6001	SCIENTIFIC RESEARCH	$5,894,923
BETA MARITIME
					SCIENTIFIC RESEARCH	$4,252,933	1 State Street Plaza 9th Floor	NEW YORK	NY	10004
NATO SCIENCE AND TECHNOLOGY
UNIT 31318 BOX 19	APO	0	AE	09613-1318	SCIENTIFIC RESEARCH	$3,102,647
INTEGRO USA INC
					SCIENTIFIC RESEARCH	$2,802,987	190 S La Salle Street 2000	CHICAGO	IL	60603
WORLD-LINK COMMUNICATIONS INC
					SCIENTIFIC RESEARCH	$1,919,680	1101 Worcester Road	FRAMINGHAM	MA	01701

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	96	CntrctRcvdGreaterThan100KCnt
Government Grants	$163,253,686	GovernmentGrantsAmt
All Other Contributions	$32,277,014	AllOtherContributionsAmt
Noncash Contributions	$1,774,434	NoncashContributionsAmt
Total Contributions	$195,530,700	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
EDUCATION	900099	$4,696,516	$4,696,516
CHARTER INCOME	900099	$1,470,529	$430,483	$1,040,046
INFO CENTER INCOME	541900	$241,456	$241,456
CENTER FOR MARINE ROBOTICS REVENUE	900099	$254,162	$254,162

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,662,663	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,405	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,177,017	UnrelatedBusinessRevenueAmt
Exclusion	-$2,159,612	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$114,765	TotalRevenueColumnAmt
Exclusion	$114,765	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$552,835	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$326,478	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$226,357	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$226,357	TotalRevenueColumnAmt
Exclusion	$226,357	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$22,997,814	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$22,997,814	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
INSURANCE PROCEEDS FROM DEEP SEA CHALLENGER	900099	$868,269	$868,269
SPONSORED RESEARCH	900099	$212,017	$212,017
OTHER REVENUE	900099	$79,800	$79,800

Field	Value	IRS element (for citing)
Other Revenue Total	$1,160,086	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$203,711,976	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,622,617	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,217,063	UnrelatedBusinessRevenueAmt
Exclusion	-$658,404	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$8,863,506	TotalAmt
Program Services	$8,863,506	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,846,594	TotalAmt
Program Services	$571,556	ProgramServicesAmt
Management And General	$1,053,204	ManagementAndGeneralAmt
Fundraising	$221,834	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$71,677,145	TotalAmt
Program Services	$62,448,156	ProgramServicesAmt
Management And General	$8,010,346	ManagementAndGeneralAmt
Fundraising	$1,218,643	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$16,465,049	TotalAmt
Program Services	$14,112,758	ProgramServicesAmt
Management And General	$2,029,708	ManagementAndGeneralAmt
Fundraising	$322,583	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,600,682	TotalAmt
Program Services	$12,514,745	ProgramServicesAmt
Management And General	$1,799,880	ManagementAndGeneralAmt
Fundraising	$286,057	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,451,538	TotalAmt
Program Services	$4,672,700	ProgramServicesAmt
Management And General	$672,031	ManagementAndGeneralAmt
Fundraising	$106,807	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,822,519	TotalAmt
Program Services	$1,558,782	ProgramServicesAmt
Management And General	$170,093	ManagementAndGeneralAmt
Fundraising	$93,644	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$722,583	TotalAmt
Program Services	$224,296	ProgramServicesAmt
Management And General	$498,287	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$570,146	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$570,146	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$96,317	TotalAmt
Management And General	$96,317	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$53,390	TotalAmt
Fundraising	$53,390	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,740,037	TotalAmt
Management And General	$2,740,037	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$411,611	TotalAmt
Program Services	$401,474	ProgramServicesAmt
Management And General	$750	ManagementAndGeneralAmt
Fundraising	$9,387	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$330,443	TotalAmt
Program Services	$173,017	ProgramServicesAmt
Management And General	$46,640	ManagementAndGeneralAmt
Fundraising	$110,786	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,797,111	TotalAmt
Program Services	$12,477,865	ProgramServicesAmt
Management And General	$268,682	ManagementAndGeneralAmt
Fundraising	$50,564	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,110,081	TotalAmt
Program Services	$709,533	ProgramServicesAmt
Management And General	$367,219	ManagementAndGeneralAmt
Fundraising	$33,329	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,640,521	TotalAmt
Program Services	$2,738,114	ProgramServicesAmt
Management And General	$902,407	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,989,344	TotalAmt
Program Services	$4,565,111	ProgramServicesAmt
Management And General	$348,891	ManagementAndGeneralAmt
Fundraising	$75,342	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,826,670	TotalAmt
Program Services	$3,695,300	ProgramServicesAmt
Management And General	$131,370	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,945,722	TotalAmt
Program Services	$9,450,534	ProgramServicesAmt
Management And General	$495,188	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,117,073	TotalAmt
Program Services	$3,104,438	ProgramServicesAmt
Management And General	$1,012,612	ManagementAndGeneralAmt
Fundraising	$23	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT	$15,776,089	$15,710,648	$57,479	$7,962
OUTSIDE SERVICES	$25,237,738	$24,272,926	$737,270	$227,542
EQUIPMENT RENT & MAINTENANCE	$6,612,037	$6,096,540	$398,107	$117,390
SUBCONTRACTS	$9,407,109	$9,407,109	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,562,435	TotalAmt
Program Services	$4,041,897	ProgramServicesAmt
Management And General	$460,787	ManagementAndGeneralAmt
Fundraising	$59,751	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$227,673,490	TotalAmt
Program Services	$201,811,005	ProgramServicesAmt
Management And General	$22,867,451	ManagementAndGeneralAmt
Fundraising	$2,995,034	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$1,621,961	BOYAmt
EOY	$4,116,527	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$25,400,884	BOYAmt
EOY	$26,568,043	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,317,664	BOYAmt
EOY	$2,035,652	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$42,925,527	BOYAmt
EOY	$37,032,109	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$11,876	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$630,523	BOYAmt
EOY	$634,952	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,190,955	BOYAmt
EOY	$3,320,626	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,002,224	BOYAmt
EOY	$1,554,387	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$233,747,750	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$145,822,143	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$85,026,648	BOYAmt
EOY	$87,925,607	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,054,186	BOYAmt
EOY	$2,373,346	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$416,517,659	BOYAmt
EOY	$394,810,156	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,528,686	BOYAmt
EOY	$37,685,417	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$586,972,995	BOYAmt
EOY	$598,068,698	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$33,169,829	BOYAmt
EOY	$31,356,062	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$12,813,934	BOYAmt
EOY	$17,660,883	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,517,761	BOYAmt
EOY	$85,390,159	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$11,000,000	BOYAmt
EOY	$7,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$114,700,397	BOYAmt
EOY	$101,025,538	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$222,201,921	BOYAmt
EOY	$242,432,642	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$19,161,390	BOYAmt
EOY	$5,015,520	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$285,508,326	BOYAmt
EOY	$250,191,560	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$98,424,138	BOYAmt
EOY	$100,428,976	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$364,771,074	BOYAmt
EOY	$355,636,056	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$586,972,995	BOYAmt
EOY	$598,068,698	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$23,961,514	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,623,006	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$13,203,490	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$215,911,523	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$213,556,790	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$206,600,438	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$191,109,014	CurrentTaxYearMinus1YearAmt
Current Tax Year	$195,530,700	CurrentTaxYearAmt
Total	$1,022,708,465	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$215,911,523	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$213,556,790	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$206,600,438	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$191,109,014	CurrentTaxYearMinus1YearAmt
Current Tax Year	$195,530,700	CurrentTaxYearAmt
Total	$1,022,708,465	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$17,962,849	SubstantialContributorsTotAmt
Public Support Total170	$1,004,745,616	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,404,645	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$975,807	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$129,295	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$667,378	CurrentTaxYearMinus1YearAmt
Current Tax Year	$685,005	CurrentTaxYearAmt
Total	$4,862,130	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$440,317	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,037,056	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,553,142	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,837,036	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,160,086	CurrentTaxYearAmt
Total	$8,027,637	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,035,598,232	TotalSupportAmt
Gross Receipts Rltd Activities	$48,450,004	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.97021	PublicSupportCY170Pct
Public Support PY170	0.97499	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$32	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$12,282	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$105	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$96,317	OtherActivitiesAmt
Total Lobbying Expenditures	$108,736	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LOBBYING ACTIVITY EXPLANATION 2018	FormAndLineReferenceDesc
Explanation	THE WOODS HOLE OCEANOGRAPHIC INSTITUTION DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE WOODS HOLE OCEANOGRAPHIC INSTITUTION EMPLOYS A DIRECTOR OF GOVERNMENT RELATIONS TO ADVOCATE ON A BROAD RANGE OF POLICY AND SPENDING LEGISLATION RELATING TO OCEAN SCIENCE. SPECIFICALLY, WHOI SUPPORTS INCREASED FUNDING FOR COMMUNITY-WIDE COMPETITIVE OCEAN SCIENCE GRANT PROGRAMS IN THE US NAVY, THE NATIONAL SCIENCE FOUNDATION, AND THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION. IN ADDITION, THE INDIVIDUAL REPORTS TO WOODS HOLE OCEANOGRAPHIC INSTITUTION ON FEDERAL POLICY AND POLITICAL ISSUES OF INTEREST TO AND/OR FACING THE INSTITUTION. THERE WERE NO DIRECT LOBBYING EXPENSES IN 2018. THE ORGANIZATION PAID MEMBERSHIP DUES OF $105 TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. ADDITIONAL COSTS WERE INCURRED FOR MAILINGS $32. WHOI ALSO PROVIDES EXPERT ADVICE TO CONGRESS ON OCEAN MATTERS INCLUDING ENVIRONMENTAL QUALITY, CLIMATE CHANGE AND MARINE RESOURCES. WHOI ALSO ENGAGED A CONSULTANT TO LOBBY ON ISSUES, PROJECTS AND LEGISLATION RELATED TO OCEAN SCIENCE WITH THE STATE OFFICES AND LEGISLATURE OF THE COMMONWEALTH OF MASSACHUSETTS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Total Easements	2	TotalEasementsCnt
Total Acreage	15.45	TotalAcreageCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (true)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	12.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$1,549	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (true)	Section170hRqrStsfdInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$437,709,964	BeginningYearBalanceAmt
Contributions	$2,700,023	ContributionsAmt
Investment Earnings Or Losses	-$2,670,105	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,202,958	OtherExpendituresAmt
End Year Balance	$417,536,924	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$415,886,575	BeginningYearBalanceAmt
Contributions	$1,650,100	ContributionsAmt
Investment Earnings Or Losses	$39,733,277	InvestmentEarningsOrLossesAmt
Other Expenditures	$19,559,988	OtherExpendituresAmt
End Year Balance	$437,709,964	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$408,211,715	BeginningYearBalanceAmt
Contributions	$11,860,101	ContributionsAmt
Investment Earnings Or Losses	$23,290,148	InvestmentEarningsOrLossesAmt
Other Expenditures	$27,475,389	OtherExpendituresAmt
End Year Balance	$415,886,575	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$423,921,896	BeginningYearBalanceAmt
Contributions	$3,227,111	ContributionsAmt
Investment Earnings Or Losses	$11,228,745	InvestmentEarningsOrLossesAmt
Other Expenditures	$30,166,037	OtherExpendituresAmt
End Year Balance	$408,211,715	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$409,037,438	BeginningYearBalanceAmt
Contributions	$2,764,783	ContributionsAmt
Investment Earnings Or Losses	$39,329,467	InvestmentEarningsOrLossesAmt
Other Expenditures	$27,209,792	OtherExpendituresAmt
End Year Balance	$423,921,896	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22130	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.24050	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.53820	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$5,247	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$1,846,435	OtherCostOrOtherBasisAmt
Book Value	$1,851,682	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$574,821	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$78,136,446	OtherCostOrOtherBasisAmt
Depreciation	$33,432,941	DepreciationAmt
Book Value	$45,278,326	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,373,226	OtherCostOrOtherBasisAmt
Depreciation	$197,081	DepreciationAmt
Book Value	$5,176,145	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,890,792	OtherCostOrOtherBasisAmt
Depreciation	$28,321,290	DepreciationAmt
Book Value	$9,569,502	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$991,497	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$108,929,286	OtherCostOrOtherBasisAmt
Depreciation	$83,870,831	DepreciationAmt
Book Value	$26,049,952	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$87,925,607	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PVT EQTY,VENTURE CAP, & OTHER	$30,464,003	F
SHORT-TERM LIQUIDITY FUND	$364,346,153	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$394,810,156	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED FIXED RATE VARIANCES	$1,520,599
OTHER ASSETS	$922,535
DEPOSITS W/ TRUSTEES FOR CONST	$34,407,701
CONTRIB. FROM REMAINDER TRUSTS	$834,582

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$37,685,417	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED PENSION LIABILITY	Desc
Amt	$101,025,538	Amt

Field	Value	IRS element (for citing)
Total Liability	$101,025,538	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$219,068,255	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,622,999	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$284,059	DonatedServicesAndUseFcltsAmt
Other Revenue	$15,673,065	OtherRevenueAmt
Revenue Not Reported	$17,580,123	RevenueNotReportedAmt
Revenue Subtotal	$201,488,132	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,740,037	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$516,193	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,223,844	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$203,711,976	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$224,559,440	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$284,059	DonatedServicesUseFcltsAmt
Other Expenses Included	$326,478	OtherExpensesIncludedAmt
Expenses Not Reported	$610,537	ExpensesNotReportedAmt
Expenses Subtotal	$223,948,903	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,740,037	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$984,550	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$3,724,587	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$227,673,490	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CONSERVATION EASEMENTS	FORM 990, SCHEDULE D, PART II, LINE 5 FACILITIES OFFICE PERSONNEL WALK THE CONSERVATION EASEMENT AREAS TWICE A YEAR TO ENSURE THAT THERE ARE NO ENCROACHMENTS ON THE 15.45 ACRES AND THAT THERE ARE NO PROHIBITED USES AS DEFINED IN THE TERMS OF THE CONSERVATION RESTRICTIONS.
FORM 990, SCHEDULE D, PART II, LINE 9	THE WOODS HOLE OCEANOGRAPHIC INSTITUTION'S CONSERVATION EASEMENTS ARE NOT ACCOUNTED FOR SEPARATELY, BUT ARE INCLUDED AS PART OF LAND ON THE BALANCE SHEET.
ORGANIZATIONS MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OR	OTHER SIMILAR ASSETS FORM 990, SCHEDULE D, PART III, LINE 4 IN 2013, WOODS HOLE OCEANOGRAPHIC INSTITUTION (WHOI) ADDED THE DEEPSEA CHALLENGER, A HUMAN OCCUPIED SUBMERSIBLE VEHICLE, TO ITS COLLECTION. WHOI SCIENTISTS AND ENGINEERS COLLABORATED WITH THE DEEPSEA CHALLENGER ENGINEERING TEAM TO CONDUCT A FULL SYSTEM SURVEY, COMPLETELY DISASSEMBLING AND REASSEMBLING THE VEHICLE, AND TO DOCUMENT AND DETAIL THE DESIGN APPROACH TO THE VEHICLE'S SUBSYSTEMS. WHOI ENGINEERS HAVE PRESENTED THEIR FINDINGS TO THE OCEAN ENGINEERING COMMUNITY AND INFORMATION ABOUT THE DEEPSEA CHALLENGER IS INCLUDED ON WHOI'S WEBSITE. THE VEHICLE WAS DAMAGED IN A FIRE, HAD COSMETIC/DISPLAY REPAIRS COMPLETED, AND IS AWAITING A DISPLAY LOCATION AND/OR MUSEUM PARTNER.
INTENDED USE OF ENDOWMENT FUND	FORM 990, SCHEDULE D, PART V, LINE 4 -PROVIDE A STREAM OF INCOME IN SUPPORT OF ANNUAL BUDGETARY NEEDS. -PRESERVE AND ENHANCE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER. -PROVIDE SUPPORT FOR CAPITAL INVESTMENT NEEDS AS THEY ARISE.
OTHER LIABILITIES	SCHEDULE D, PART X, LINE 2 WOODS HOLE OCEANOGRAPHIC INSTITUTION DOES NOT HAVE A FIN 48 FOOTNOTE IN ITS FINANCIAL STATEMENTS.
REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XI, LINE 2D PENSION RELATED CHANGES OTHER THAN COST $23,646,479 CHANGE IN SPLIT INTEREST AGREEMENTS (169,020) RETURN ON INVESTMENT FOR RETIREE & ACTIVE MED. (941,856) NET PERIODIC BENEFIT COST (5,877,988) SWAP INTEREST EXPENSE (984,550) ============= TOTAL $ 15,673,065
REVENUE INCLUDED ON RETURN BUT NOT ON BOOKS	FORM 990, SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE $326,478 CHANGE IN NET ASSETS (842,671) ========== TOTAL $(516,193)
EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE $326,478
EXPENSES INCLUDED ON RETURN BUT NOT ON BOOKS	FORM 990, SCHEDULE D, PART XII, LINE 4B SWAP INTEREST EXPENSE $984,550

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	2	Program Services	SHIP OPERATIONS	$7,000
Europe (Including Iceland and Greenland)	0	1	Program Services	SHIP OPERATIONS	$25,600
North America	0	1	Program Services	SHIP OPERATIONS	$9,115
South America	0	1	Program Services	SHIP OPERATIONS	$0
Central America and the Caribbean	0	10	Program Services	Scientific Research	$17,408
East Asia and the Pacific	0	39	Program Services	Scientific Research	$103,589
Europe (Including Iceland and Greenland)	0	125	Program Services	Scientific Research	$204,201
Middle East and North Africa	0	4	Program Services	Scientific Research	$13,270
North America	0	31	Program Services	Scientific Research	$104,684
South America	0	22	Program Services	Scientific Research	$14,388
South Asia	0	9	Program Services	Scientific Research	$29,381
Central America and the Caribbean			Investments		$7,659,563

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	245	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	245	TotalEmployeeCnt
Subtotal Spent	$8,188,199	SubtotalSpentAmt
Total Spent	$8,188,199	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

DESCRIPTION OF FOREIGN ACTIVITIES

SCHEDULE F, PART I, LINE 3 WOODS HOLE OCEANOGRAPHIC INSTITUTION (WHOI) OPERATES TWO U.S. GOVERNMENT-OWNED OCEANOGRAPHIC RESEARCH VESSELS UNDER THE UNIVERSITY-NATIONAL OCEANOGRAPHIC LABORATORY SYSTEM (UNOLS). THE SHIPS OPERATE BY "LEGS," PERIODS OF TIME AT SEA. EACH LEG ENDS IN A PORT OF CALL TO DISEMBARK RESEARCHERS, EQUIPMENT AND SOMETIMES MARINE CREW, THEN LOAD EQUIPMENT, AND BOARD THE NEXT SET OF RESEARCHERS AND SOMETIMES CREW MEMBERS FOR THE FOLLOWING LEG. SOME PORTS OF CALL ARE IN FOREIGN REGIONS AS DETERMINED BY GRANTS THAT FUND SHIP OPERATIONS. WHOI DOES NOT CONSIDER THESE TRANSIENT ACTIVITIES TO CONSTITUTE FOREIGN ACTIVITIES THAT SHOULD BE REPORTED ON FORM 990, SCHEDULE F. IN ALL OF THESE CASES THE PURPOSE OF JOINING A SHIP IS TO CONDUCT RESEARCH ACTIVITIES OR SHIP OPERATIONS AT SEA, NOT IN THE FOREIGN COUNTRY. HOWEVER, AGENTS, PRIMARILY SHIP'S AGENTS WHO ARE PAID FOR SERVICES TO FACILITATE THE TURNOVER BETWEEN LEGS AT SEA, ARE REPORTED BY NUMBER AND TOTAL EXPENDITURES (PART I, LINE 3, COLUMNS (C) AND (F)).

ACTIVITIES PER REGION

PART I, LINE 3, COLUMNS (B) & (F) REPORTABLE INFORMATION IS OBTAINED THROUGH WHOI'S FINANCIAL MANAGEMENT SYSTEM. PROVISION OF COLUMN (F) DATA FOR THE INSTITUTION WAS FACILITATED BY A LOCALLY-IMPOSED ACCOUNTING PROCEDURE THAT SEPARATES COSTS INCURRED INSIDE ITS BORDERS FROM THOSE INCURRED OUTSIDE.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
BALLANTINE CORPORATION
MAILING	false	$51,071	$29,177	$0
EDWARD FONES
SEE PART IV	false	$0	$24,213	$0

Field	Value	IRS element (for citing)
Total Gross Receipts	$51,071	TotalGrossReceiptsAmt
Total Retained By Contractors	$53,390	TotalRetainedByContractorsAmt
Total Net To Organization	$0	TotalNetToOrganizationAmt
Licensed States	CT	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NY	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B	FormAndLineReferenceDesc
Explanation	FUNDRAISING CONSULTANT EDWARD FONES WAS ASSOCIATED WITH THE SAME FUNDRAISING ACTIVITIES AS BALLANTINE CORPORATION. GROSS RECEIPTS FROM THIS JOINT EFFORT ARE INCLUDED ON LINE 1, COLUMN IV.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Cash GrantCashGrantAmt
TUITION/FELLOWSHIPS & SCHOLARSHIPS	145	$6,764,641	BOOK	TUITION
STIPENDS	95				$2,098,865

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	MAINTAINING RECORDS	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE I, PART I, LINE 1 APPLICATIONS FOR ADMISSIONS ARE REVIEWED BY FACULTY. STUDENTS ARE ADMITTED BASED UPON THEIR ACADEMIC RECORD, AND ALL ARE GIVEN SUPPORT THROUGH EITHER WHOI OR MIT. WRITTEN RECORDS OF ALL DECISIONS ARE RETAINED. MONITORING USE OF GRANT FUNDS FORM 990, SCHEDULE I, PART I, LINE 2 EACH STUDENT'S ACADEMIC PROGRESS IS EVALUATED YEARLY TO ENSURE SATISFACTORY ACADEMIC PROGRESS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	false	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	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
MARK ABBOTT
PRESIDENT/DIRECTOR	$439,219	$0	$0	$0	$35,496	$0	$198,333	$0	$42,274	$0	$715,322	$0	$0	$0
CHRISTOPHER LAND
VP LEGAL AFFAIRS/GEN. COUNSEL	$295,099	$0	$5,000	$0	$1,521	$0	$22,000	$0	$14,705	$0	$338,325	$0	$0	$0
JEFFREY A FERNANDEZ
VP OPS & CFO	$340,425	$0	$0	$0	$12,768	$0	$82,154	$0	$43,050	$0	$478,397	$0	$0	$0
LAURENCE MADIN
DEP DIRECTOR & VP OF RESEARCH	$307,171	$0	$0	$0	$9,899	$0	$33,000	$0	$20,636	$0	$370,706	$0	$0	$0
CHARLES GAUVIN
CHIEF DEV OFFICER (UNTIL 7/18)	$168,234	$0	$0	$0	$119,651	$0	$18,401	$0	$27,041	$0	$333,327	$0	$0	$0
ROBERT MUNIER
VP MAR FAC & OP	$296,446	$0	$20,000	$0	$7,987	$0	$33,000	$0	$26,556	$0	$383,989	$0	$0	$0
ROBERT WELLER
SENIOR SCIENTIST	$255,912	$0	$0	$0	$6,098	$0	$31,149	$0	$18,780	$0	$311,939	$0	$0	$0
DONALD ANDERSON
SENIOR SCIENTIST	$230,349	$0	$0	$0	$2,762	$0	$28,511	$0	$23,236	$0	$284,858	$0	$0	$0
Keith Glavin
Sr. Dir. Information Systems	$233,725	$0	$0	$0	$1,636	$0	$19,522	$0	$25,660	$0	$280,543	$0	$0	$0
John Trowbridge
Senior Scientist	$229,178	$0	$0	$0	$2,780	$0	$36,500	$0	$18,124	$0	$286,582	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE	FORM 990, SCHEDULE J, LINE 1A DR. MARK R. ABBOTT RECEIVED HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. SUCH AMOUNTS ARE NOT CONSIDERED TAXABLE COMPENSATION. THE VALUE OF THE HOUSING IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D).
SEVERANCE OR CHANGE-OF-CONTROL PAYMENT	FORM 990, SCHEDULE J, LINE 4A CHARLES GAUVIN RECEIVED A SEPARATION PAYMENT OF $94,154 IN 2018. THE PAYMENT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(iii). SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, LINE 4B PURSUANT TO HIS EMPLOYMENT AGREEMENT, DR. MARK R. ABBOTT IS ENTITLED TO A DISCRETIONARY BONUS OF UP TO $100,000 PER YEAR FOR FIVE YEARS. SUBJECT TO THE OFFICER'S CONTINUED EMPLOYMENT AS PRESIDENT AND DIRECTOR THROUGH SEPTEMBER 30, 2020, THE INSTITUTION SHALL PAY THE TOTAL OF ALL ANNUAL BONUS AWARDS NO LATER THAN DECEMBER 31, 2020. THE AWARD OF $100,000 ACCRUED IN 2018 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). IN ADDITION, AT THE END OF THE TERM THE PRESIDENT IS ENTITLED TO CONTINUE HIS EMPLOYMENT FOR ONE YEAR. AMOUNTS ACCRUED OF $70,833 IN CONNECTION WITH THIS ARRANGEMENT ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). JEFFREY FERNANDEZ IS ENTITLED TO A ONE-TIME LUMP-SUM RETENTION PAYMENT OF $200,000 IF HE REMAINS EMPLOYED BY THE INSTITUTION THROUGH JUNE 30, 2019. THE AMOUNT ACCRUED IN 2018 OF $50,000 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C).
TERMS AND CONDITIONS OF DISCRETIONARY BONUS	FORM 990, SCHEDULE J, LINE 7 WHOI PROVIDES DR. MARK R. ABBOTT WITH A DISCRETIONARY BONUS OF $100,000 for 2018 TO BE PAID OUT IN 2020. THE BONUS IS AT THE DISCRETION OF THE BOARD OR THE COMPENSATION COMMITTEE. PLEASE SEE DISCLOSURE FOR DR. ABBOTT IN CONNECTION WITH SCHEDULE J, PART I, LINE 4B. CHRISTOPHER LAND AND ROBERT MUNIER RECEIVED PERFORMANCE BONUSES IN 2018 OF $5,000 AND $20,000, RESPECTIVELY. THE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). THE BONUSES WERE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, SCHEDULE J, LINE 8	WHOI ENTERED INTO AN EMPLOYMENT CONTRACT WITH DR. MARK ABBOTT IN JUNE 2015. THE TERMS OF THIS CONTRACT INCLUDE A BASE SALARY, INCENTIVE PROGRAM, CONFIDENTIALITY, AND SEVERANCE PROVISION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MHEFA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	042456011	BondIssuerEIN
CUSIP	57584YGR4	CUSIPNum
Bond Issued	2018-05-09	BondIssuedDt
Issue Price	$86,306,214	IssuePriceAmt
Purpose	Refinanced Bond Issue of 12/4/2008	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$86,306,214	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$367,198	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$645,990	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$1,360,611	CapitalExpendituresAmt
Other Spent Proceeds	$50,660,224	OtherSpentProceedsAmt
Unspent	$34,407,701	UnspentAmt
Substantial Completion	2018	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	false	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	Yes (true)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (true)	EngageBondCounselResearchInd
Private Bus Use By Others	0.00071	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00071	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	Yes (true)	NoRebateDueInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	TOTAL PROCEEDS OF ISSUE	FormAndLineReferenceDesc
Explanation	SCHEDULE K, PART I, LINE A, COLUMN (F) REFINANCED BOND ISSUE OF 12/04/2008 AND CONSTRUCTION. SCHEDULE K, PART II, LINE 3 The amount reported includes total proceeds of principal totaling $75,510,000 and premium of $10,796,214. SCHEDULE K, PART III, LINE 9; PART IV, LINE 7; PART V THE ORGANIZATION HAS A CHECKLIST IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 06/06/2018.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
John Trowbridge
Highest Compensated Employee	Education Loan 1	Yes (X)	$24,000	$5,353	false	false	Yes (true)
John Trowbridge
Highest Compensated Employee	Education Loan 2	Yes (X)	$16,000	$6,523	false	false	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$11,876	TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	25	ContributionCnt
Noncash Contributions Rpt F990	$1,774,434	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	CONTRIBUTION METHOD	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE M, PART I, COLUMN (B) WOODS HOLE OCEANOGRAPHIC INSTITUTION HAS REPORTED THE NUMBER OF CONTRIBUTIONS ON THIS SCHEDULE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
MISSION STATEMENT	FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION IS DEDICATED TO ADVANCING KNOWLEDGE OF THE OCEAN AND ITS CONNECTION WITH THE EARTH SYSTEM THROUGH A SUSTAINED COMMITMENT TO EXCELLENCE IN SCIENCE, ENGINEERING, AND EDUCATION, AND TO THE APPLICATION OF THIS KNOWLEDGE TO PROBLEMS FACING SOCIETY.
DELEGATION OF BOARD AUTHORITY	FORM 990, PART VI, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN OF THE BOARD OF TRUSTEES (EX OFFICIO); VICE CHAIRMAN OF THE BOARD OF TRUSTEES (EX OFFICIO); CHAIRMAN OF THE CORPORATION (EX OFFICIO); THE CHAIRS OF THE AUDIT AND RISK COMMITTEE, COMMITTEE ON THE BOARD, DEVELOPMENT COMMITTEE, AND FINANCE COMMITTEE, AND TWO TO THREE DESIGNEES APPOINTED BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN OF THE BOARD OF TRUSTEES SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, SO FAR AS MAY BE PERMITTED BY LAW, ALL OF THE POWERS OF THE BOARD DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES EXCEPT SUCH POWERS OR DUTIES AS MAY HAVE BEEN SPECIFICALLY DELEGATED BY THE BOARD TO OTHER COMMITTEES OR OFFICERS, AND SHALL HAVE POWER TO AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT, AND SUCH OTHER POWERS AS THE BOARD MAY DELEGATE TO IT. THE EXECUTIVE COMMITTEE MAY HOLD MEETINGS AND MAKE RULES FOR THE CONDUCT OF ITS BUSINESS AS IT SHALL FROM TIME TO TIME DEEM NECESSARY OR ADVISABLE. THE PRESENCE OF AT LEAST FIVE MEMBERS OF THE EXECUTIVE COMMITTEE WHO ARE TRUSTEES SHALL CONSTITUTE A QUORUM AND MAY TAKE ACTION BY MAJORITY VOTE OF SUCH QUORUM. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD IN WRITING OR AT THE NEXT MEETING OF THE BOARD. CONSISTENT WITH THE PROVISIONS OF THE MASSACHUSETTS GENERAL LAWS, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO: (I) CHANGE THE PRINCIPAL OFFICE OF THE CORPORATION; (II) AMEND THE BYLAWS; (III) ELECT THE STATUTORY OFFICERS OF THE CORPORATION INCLUDING THE PRESIDENT AND DIRECTOR, TREASURER, AND SECRETARY, OR FILL VACANCIES IN SUCH OFFICES; (IV) CHANGE THE NUMBER OF THE BOARD OF TRUSTEES OR FILL VACANCIES IN THE BOARD OF TRUSTEES; OR (V) REMOVE OFFICERS OR TRUSTEES FROM OFFICE.
FORM 990 REVIEW PROCESS	FORM 990, PART VI, LINE 11B WOODS HOLE OCEANOGRAPHIC INSTITUTION'S (WHOI) FORM 990 IS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS. FOLLOWING WHOI'S INTERNAL MANAGEMENT'S REVIEW, A DRAFT VERSION OF THE RETURN IS DISTRIBUTED TO THE AUDIT AND RISK COMMITTEE FOR REVIEW AND COMMENTS. ONCE THE RETURN HAS BEEN UPDATED WITH INTERNAL MANAGEMENT AND THE AUDIT AND RISK COMMITTEE'S COMMENTS, EACH VOTING MEMBER OF THE GOVERNING BODY, THE PRESIDENT & DIRECTOR AND VP FOR OPERATIONS AND CHIEF FINANCIAL OFFICER, WILL RECEIVE COPIES OF FORM 990 FOR REVIEW. THE AUDITORS/TAX CONSULTANTS WILL THEN FINALIZE THE FORM 990. COPIES OF COMPLETED FORM 990 WILL BE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. A DESIGNEE OF THE CHIEF FINANCIAL OFFICER WILL BE RESPONSIBLE FOR MAINTAINING A CURRENT DISTRIBUTION LIST AND DISTRIBUTING THE COPIES.
CONFLICT OF INTEREST COMPLIANCE	FORM 990, PART VI, LINE 12C EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE OF WOODS HOLE OCEANOGRAPHIC INSTITUTION ("WHOI") IS REQUIRED TO DISCLOSE ON AN ONGOING BASIS, IN WRITING, ON WHOI'S DISCLOSURE STATEMENT, (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH WHOI OR ANY AFFILIATED ORGANIZATION OR WITH ORGANIZATIONS THAT DO BUSINESS WITH WHOI OR ANY AFFILIATED ORGANIZATION, (B) ANY ELECTED OR APPOINTED OFFICE OR POSITION THAT HE OR SHE, OR ANY FAMILY MEMBER, HOLDS IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER WHOI, OR (C) OTHER PERSONAL, FAMILIAL, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR WHOI. THE DISCLOSURE STATEMENTS ARE FILED WITH WHOI'S SECRETARY AND THE SECRETARY WILL PREPARE A REPORT ANNUALLY OR MORE FREQUENTLY AS NECESSARY FOR THE TRUSTEES AND OFFICERS SUMMARIZING ANY CONFLICT ISSUES. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURE REPORTS AND ANY CONFLICTS OR POTENTIAL CONFLICTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS BASED ON WHOI'S CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DETERMINED, THE EXECUTIVE COMMITEE WILL EXERCISE ITS JUDGMENT ON THE BEST COURSE TO FOLLOW.
COMPENSATION APPROVAL	FORM 990, PART VI, LINE 15 THE ANNUAL COMPENSATION APPROVAL PROCESS CONSISTS OF A REVIEW BY THE ORGANIZATION'S INDEPENDENT COMPENSATION COMMITTEE, USING COMPARABLE, RELEVANT MARKET DATA FOR THE INSTITUTION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES SUCH AS PEER ORGANIZATIONS' 990 FORMS. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE INSTITUTION WILL ALSO BE INCORPORATED AS NEEDED. MOREOVER, THE COMMITTEE MAY RELY ON MEMBERS OF WHOI MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. ALL COMPENSATION DECISIONS MADE ARE DOCUMENTED IN THE MINUTES.
PUBLIC DISCLOSURE OF DOCUMENTS	FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, UPON REQUEST, AND ON GUIDESTAR.ORG. FORM 990, PART VI, LINE 19 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE.
RECONCILIATION OF NET ASSETS	FORM 990, PART XI, LINE 9 VEBA RELATED EXPENSES $(3,151,766) RETURN ON INVESTMENT FOR RETIREE & ACTIVE MED. (941,856) NET PERIODIC BENEFIT COST (5,877,988) CHANGE IN SPLIT INTEREST AGREEMENTS (169,020) CHANGE IN NET ASSETS (842,671) PENSION RELATED CHANGES OTHER THAN COST 23,646,479 DONOR RECLASSIFICATION TO SHIP OPERATION (5,000) GAIN ON SALE OF INVESTMENT (EOM) 1,300,000 LOSS ON REFINANCING (782,436) OTHER CHANGES 27,748 ---------------- TOTAL $13,203,490

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WHOI TAX EXEMPT EMP WELFARE BEN TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE ROAD	AddressLine1Txt
City	WOODS HOLE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02543	ZIPCd

Field	Value	IRS element (for citing)
EIN	043282355	EIN
Primary Activities	BEN. TRUST	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(9)	ExemptCodeSectionTxt
Public Charity Status	N/A	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WOODS HOLE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 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	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	UBI Code VUBICodeVAmt
EOM Offshore LLC
20 Jonathon Bourne Dr	Pocasset	MA	02559	800436296	Bld Mooring	MA	WOODS HOLE	UNRELATED	$1,794,631	$918,259	false	false	0.00000
WHOI INVESTMENTS HOLDINGS LP
569 WOODS HOLE RD	WOOD HOLE	MA	02543		INVESTING	DE	WOODS HOLE	EXCLUDED	$27,324,376	$384,031,047	false	false	1.00000	$2,188,898

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
QUISSETT DEVELOPMENT CORP REALTY TRUST
569 WOODS HOLE ROAD	WOODS HOLE	MA	02543	266212595	LICENSING	MA	WOODS HOLE	TRUST	1.00000	Yes (true)
CHARITABLE REMAINDER TRUST (1)
					SUPPORT	MA	WOODS HOLE	TRUST		Yes (true)
CHARITABLE REMAINDER TRUST (2)
					SUPPORT	NY	WOODS HOLE	TRUST		Yes (true)
CHARITABLE REMAINDER TRUST (3)
					SUPPORT	FL	WOODS HOLE	TRUST		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
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	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WHOI TAX EXEMPT EMP WELFARE BEN TRUST
Q	$917,842	CASH
Retirement Trust for Employees of WHOI
R	$8,500,000	CASH

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	WOODS HOLE OCEANOGRAPHIC INSTITUTE DID NOT HOLD ANY OWNERSHIP INTEREST IN EOM OFFSHORE LLC AS OF DECEMBER 31, 2018 DUE TO A SALE OF SHARES.	ExplanationTxt