HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-03-20
IRS object ID
201900799349300435
Schema version
2017v2.2
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 ReturnHeader

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Return2019-03-20T16:00:14-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

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Preparer Firm EIN134008324PreparerFirmEIN

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Business Name Line1PRICEWATERHOUSECOOPERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1600 13th Street NW Ste 1000AddressLine1Txt
CityWashingtonCityNm
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Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

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EIN590735717EIN

Business Name BusinessName

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Business Name Line1Howard Hughes Medical InstituteBusinessNameLine1Txt
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Business Name ControlHOWABusinessNameControlTxt
Phone3012158500PhoneNum

US Address USAddress

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Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
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Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMonique L MarcusPersonNm
Person TitleControllerPersonTitleTxt
Signature2019-03-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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Preparer PersonMichelle MichalowskiPreparerPersonNm
PTINP00755304PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$79,457,064,865GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HHMI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE 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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee3161TotalEmployeeCnt
Total Gross UBI$21,310,474TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$961,418PYContributionsGrantsAmt
CY Contributions Grants$3,169,402CYContributionsGrantsAmt
PY Program Service Revenue$2,593,242PYProgramServiceRevenueAmt
CY Program Service Revenue$2,780,883CYProgramServiceRevenueAmt
PY Investment Income$1,525,605,714PYInvestmentIncomeAmt
CY Investment Income$1,506,668,026CYInvestmentIncomeAmt
PY Other Revenue$21,387,517PYOtherRevenueAmt
CY Other Revenue$14,706,006CYOtherRevenueAmt
PY Total Revenue$1,550,547,891PYTotalRevenueAmt
CY Total Revenue$1,527,324,317CYTotalRevenueAmt
PY Grants And Similar Paid$94,758,743PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$75,764,031CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$405,021,233PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$310,043,783CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$543,673,945PYOtherExpensesAmt
CY Other Expenses$539,910,899CYOtherExpensesAmt
PY Total Expenses$1,043,453,921PYTotalExpensesAmt
CY Total Expenses$925,718,713CYTotalExpensesAmt
PY Revenues Less Expenses$507,093,970PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$601,605,604CYRevenuesLessExpensesAmt
Total Assets BOY$22,594,415,758TotalAssetsBOYAmt
Total Assets EOY$23,816,259,445TotalAssetsEOYAmt
Total Liabilities BOY$3,285,217,733TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,446,900,214TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,309,198,025NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,369,359,231NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 2018 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$553,725,225ExpenseAmt
Revenue$2,680,024RevenueAmt
DescMEDICAL 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 280 HHMI researchers, among them 15 Nobel laureates and more than 170 members of the National Academy of Sciences. HHMI investigators direct Institute research laboratories on the campuses of 58 universities and other research organizations throughout the United States. Since the early 1990s, investigators have been selected through rigorous national competitions. The Institute solicits applications directly from scientists at medical schools and other research institutions in the United States, with the aim of identifying those who have the potential to make significant contributions to science. HHMI employs an open application process to ensure that it is selecting its researchers from a broad and deep pool of scientific talent. In May 2018, HHMI announced that it selected 19 new HHMI investigators through a national open competition. Each of the 19 new investigators will receive roughly $8 million over a seven-year term, which is renewable pending a scientific review. In addition, investigator support includes a guaranteed two-year transition period. This new group of investigators is the first to be appointed to a seven-year term (previous terms lasted five years). HHMI selected the new investigators from a pool of 675 eligible applicants. (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. The first new research area leverages and transforms Janelia's program on neural circuits and behavior, allowing scientists to pursue one of the biggest questions in brain science. Researchers in mechanistic cognitive neuroscience ask how the brain enables cognition. Additional research areas will be decided through open, international competitions. In July 2018, HHMI announced a search for Janelia's next Executive Director. In the current fiscal year, there were 36 group leaders, five fellows and 17 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

FieldValueIRS element (for citing)
Expense$106,526,587ExpenseAmt
Grant$75,764,031GrantAmt
Revenue$100,859RevenueAmt
DescSCIENCE 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

FieldValueIRS element (for citing)
Expense$30,369ExpenseAmt
DescSUPPORT 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 brings together leading researchers from different fields, uses cutting-edge science to improve people's health, and helps train the next generation of African scientists.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$660,282,181TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
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Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
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Transaction With Control EntYes (true)TransactionWithControlEntInd
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IRP Document800IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3161EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
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Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONIQUE L MARCUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES A BAKER III ESQ
TRUSTEE2.0Yes (X)$40,000$0$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE2.0Yes (X)$40,000$0$0
JOSEPH L GOLDSTEIN MD
TRUSTEE, CHAIRMAN RESEARCH COMM4.0Yes (X)$52,000$0$0
FRED R LUMMIS
TRUSTEE, CHAIRMAN FINANCE COMM4.0Yes (X)$50,000$0$0
PAUL M NURSE PHD
TRUSTEE2.0Yes (X)$40,000$0$0
ALISON F RICHARD PHD
TRUSTEE, CHAIRMAN EDUCATION COMM4.0Yes (X)$50,000$0$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIRMAN AUDIT & COMP6.0Yes (X)$50,000$0$0
KURT L SCHMOKE ESQ
TRUSTEE, CHAIRMAN6.0Yes (X)$60,000$0$0
DEBORAH L SPAR PHD
TRUSTEE2.0Yes (X)$40,000$0$0
ANNE M TATLOCK
TRUSTEE2.0Yes (X)$40,000$0$0
BODO STERN PHD
CHIEF DEV ELOPMENT & STRATEGY OFF40.0$335,817$0$41,066Yes (X)
STEPHEN JASKO
CFO & TREASURER from 11/1740.0$64,554$0$3,287Yes (X)
ERIN K O'SHEA PHD
PRESIDENT40.0$996,882$0$55,681Yes (X)
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION40.0$717,286$0$57,972Yes (X)
DAVID CLAPHAM PHD
VP & CHIEF SCI OFF40.0$953,196$0$64,119Yes (X)
HEIDI E HENNING ESQ
VP,GENERAL COUNSEL/SEC40.0$622,740$0$64,815Yes (X)
DENNIS MCKEARIN PHD
VP OF OPERATIONS40.0$478,122$0$59,081Yes (X)
GERALD M RUBIN PHD
VP&EXEC DIR,JANELIA RES CAMPUS40.0$808,767$0$123,775Yes (X)
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER40.0$1,083,687$0$59,779Yes (X)
LAUREN T SPILIOTES ESQ
DEP GENCOUNSEL/ASST SEC40.0$430,145$0$60,268Yes (X)
SUSAN S PLOTNICK
ASSISTANT TREASURER & DIRECTOR-FINANCE40.0$251,287$0$60,089Yes (X)
MONIQUE L MARCUS
CONTROLLER40.0$201,705$0$52,134Yes (X)
RICHARD A PENDER
MAN DIR - US EQUITIES40.0$539,090$0$60,197Yes (X)
GREGORY DENINNO
MAN DIR - PRIVATE EQUITIES40.0$364,699$0$51,135Yes (X)
ROBERT J KOLYER JR
MAN DIR - DIVERSIFIED ASSETS40.0$734,769$0$57,883Yes (X)
STEPHEN M KITSOULIS
MAN DIR - FIXED INCOME40.0$438,869$0$49,666Yes (X)
THOMAS R CECH PHD
INVESTIGATOR40.0$673,120$0$61,546Yes (X)
ERIC R KANDEL MD
SENIOR INVESTIGATOR40.0$629,617$0$62,926Yes (X)
RODERICK MACKINNON MD
INVESTIGATOR40.0$533,669$0$41,082Yes (X)
RICHARD AXEL MD
INVESTIGATOR40.0$520,664$0$48,119Yes (X)
ROBERT TJIAN PHD
INVESTIGATOR40.0$572,465$0$65,440Yes (X)
NITIN V KOTAK
FORMER CFO & TREASURER40.0$394,114$0$35,027Yes (X)
JOHN PALMISANO
CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY40.0$292,977$0$51,289Yes (X)
KATHY WYSZYNSKI
FORMER VP, HUMAN RESOURCES40.0$327,469$0$24,165Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,427,710TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,310,541TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K719IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
ECHO STREET CAPITAL MGR LLC (VIA HHMI II LLC)
850 THIRD AVENUENEW YORKNY10022INVESTMENT MGT$6,196,565
ARAMARK HARRISON LODGING
1101 MARKET STPHILADELPHIAPA19107CONFERENCE CTR MGT$4,601,029
SELECT EQUITY GROUP INC
380 LAFEYETTE STREETNEW YORKNY10003INVESTMENT MGT$4,078,681
BRIDGEWATER ASSOCIATES INC
ONE GLENDINNING PLACEWESTPORTCT06880INVESTMENT MGT$3,004,003
JONES LANG LASALLE AMERICAS INC
525 WILLIAM PENN PLACEPITTSBURGHPA15259FACILITIES MGT$2,637,478SUITE 2500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K143CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$3,169,402AllOtherContributionsAmt
Total Contributions$3,169,402TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME900099$2,680,024$2,680,024
TV & Film Income900099$100,859$100,859

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,780,883TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,353,858TotalRevenueColumnAmt
Unrelated Business Revenue-$15,505,805UnrelatedBusinessRevenueAmt
Exclusion$193,859,663ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,163,416TotalRevenueColumnAmt
Exclusion$15,163,416ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$737,409RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,800,784RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,063,375RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,063,375TotalRevenueColumnAmt
Unrelated Business Revenue-$1,042,792UnrelatedBusinessRevenueAmt
Exclusion-$20,583ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$79,218,394,861SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,927,939,764SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,290,455,097SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,328,314,168TotalRevenueColumnAmt
Unrelated Business Revenue$37,859,071UnrelatedBusinessRevenueAmt
Exclusion$1,290,455,097ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA INCOME900099$278,218$278,218
INVESTMENT EXPENSE REBATE900099$68,670$68,670
CASH DISCOUNTS900099$101,040$101,040

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,037TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$158,037ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$605,965OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,527,324,317TotalRevenueColumnAmt
Related Or Exempt Func Income$2,780,883RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$21,310,474UnrelatedBusinessRevenueAmt
Exclusion$1,500,063,558ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$64,573,391TotalAmt
Program Services$64,573,391ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$11,190,640TotalAmt
Program Services$11,190,640ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,751,771TotalAmt
Program Services$2,792,751ProgramServicesAmt
Management And General$7,959,020ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$636,357TotalAmt
Program Services$636,357ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$265,272,322TotalAmt
Program Services$231,544,875ProgramServicesAmt
Management And General$33,727,447ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,419,358TotalAmt
Program Services$18,125,398ProgramServicesAmt
Management And General$2,293,960ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total-$3,109,363TotalAmt
Program Services-$8,342,925ProgramServicesAmt
Management And General$5,233,562ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,073,338TotalAmt
Program Services$24,771ProgramServicesAmt
Management And General$16,048,567ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,018,649TotalAmt
Program Services$919,427ProgramServicesAmt
Management And General$2,099,222ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,111,134TotalAmt
Program Services$80ProgramServicesAmt
Management And General$1,111,054ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$71,177TotalAmt
Management And General$71,177ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$81,318,615TotalAmt
Management And General$81,318,615ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,366,077TotalAmt
Program Services$42,581,267ProgramServicesAmt
Management And General$8,784,810ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,080,852TotalAmt
Program Services$1,949,400ProgramServicesAmt
Management And General$1,131,452ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,368,967TotalAmt
Program Services$3,867,517ProgramServicesAmt
Management And General$4,501,450ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,371TotalAmt
Program Services$359ProgramServicesAmt
Management And General$6,012ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,759,962TotalAmt
Program Services$66,330,851ProgramServicesAmt
Management And General$4,429,111ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,505,409TotalAmt
Program Services$7,244,314ProgramServicesAmt
Management And General$1,261,095ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,337,554TotalAmt
Program Services$2,751,682ProgramServicesAmt
Management And General$585,872ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$80,743,322TotalAmt
Program Services$330,216ProgramServicesAmt
Management And General$80,413,106ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$77,865,561TotalAmt
Program Services$69,100,187ProgramServicesAmt
Management And General$8,765,374ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$538,631TotalAmt
Program Services$217,785ProgramServicesAmt
Management And General$320,846ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LAB & OTHER SCIENTIFIC SUPPLIES$103,894,581$103,495,283$399,298
MINOR EQUIPMENT & RENOVATIONS$13,358,102$14,431,554-$1,073,452
EQUIPMENT MAINTENANCE$18,420,976$13,545,443$4,875,533
Income Tax-$94,803-$94,803

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,239,762TotalAmt
Program Services$12,971,558ProgramServicesAmt
Management And General$1,268,204ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$925,718,713TotalAmt
Program Services$660,282,181ProgramServicesAmt
Management And General$265,436,532ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$313,788,984BOYAmt
EOY$856,180,834EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,916,217BOYAmt
EOY$5,146,926EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,778,343,290LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,093,878,628LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$711,920,998BOYAmt
EOY$684,464,662EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,234,725,303BOYAmt
EOY$6,483,770,458EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,044,326,015BOYAmt
EOY$15,601,402,134EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$278,738,241BOYAmt
EOY$185,294,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,594,415,758BOYAmt
EOY$23,816,259,445EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$503,181,931BOYAmt
EOY$469,669,342EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$173,350,134BOYAmt
EOY$157,321,012EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$716,130,000BOYAmt
EOY$716,130,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,235,453,517BOYAmt
EOY$1,236,233,081EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$657,102,151BOYAmt
EOY$867,546,779EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,285,217,733BOYAmt
EOY$3,446,900,214EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,309,198,025BOYAmt
EOY$20,369,359,231EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,309,198,025BOYAmt
EOY$20,369,359,231EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,594,415,758BOYAmt
EOY$23,816,259,445EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$601,605,604ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$452,322,770NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,232,832OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BRIGHAM AND WOMENS HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$71,177DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$2,408OtherActivitiesAmt
Total Lobbying Expenditures$73,585TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYOTHER 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.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYOTHER 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.

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$807,737InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$89,619,909OtherCostOrOtherBasisAmt
Book Value$90,427,646BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,248,413InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$747,728,274OtherCostOrOtherBasisAmt
Depreciation$319,848,363DepreciationAmt
Book Value$438,128,324BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$358,998,076OtherCostOrOtherBasisAmt
Depreciation$338,722,605DepreciationAmt
Book Value$20,275,471BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$526,534,178OtherCostOrOtherBasisAmt
Depreciation$426,944,887DepreciationAmt
Book Value$99,589,291BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$921,448InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$43,485,255OtherCostOrOtherBasisAmt
Depreciation$8,362,773DepreciationAmt
Book Value$36,043,930BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$684,464,662TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & REAL ESTATE$5,361,232,172F
DISTRESSED & CREDIT SENSITIVE$2,198,301,572F
HEDGED EQUITY$2,297,988,866F
MARKET NEUTRAL$2,575,490,060F
EQUITY COMMINGLED$3,168,389,464F
FieldValueIRS element (for citing)
Total Book Value Securities$15,601,402,134TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)

DescDescAmtAmt
SHORT POSITIONS$471,637,540
INVESTMENT PURCH PENDING SALES$36,991,996
CURRENCY EXCH CONTRACTS PAY$2,973,270
DEFERRED COMPENSATION LIAB$49,935,902
SWAP UNREALIZED LOSS$96,586,811
INVESTMENT MANAGEMENT FEES PAYABLE$12,895,481
DEFERRED INCOME$2,469,430
INTEREST & DIVIDENDS ON SHORT STOCKS & BONDS$756,508
CONTRACT FOR DIFFERENCES LIABILITY$4,519,838
FUTURE CONTRACTS LIABILITY POSITION$88,703
LEASE OBLIGATIONS$17,904,483
EQUITY SWAPS - LIABILITIES$432,422
OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL$170,354,395
FieldValueIRS element (for citing)
Total Liability$867,546,779TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,871,769,139TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$452,322,770NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$452,322,770RevenueNotReportedAmt
Revenue Subtotal$1,419,446,369RevenueSubtotalAmt
Investment Expenses Not Incld$109,394,008InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,516,060OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$107,877,948RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,527,324,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$796,041,933TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$796,041,933ExpensesSubtotalAmt
Investment Expenses Not Incld2$109,394,008InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$20,282,772OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$129,676,780ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$925,718,713TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsrental expenses - -1800784 cafeteria income etc - 284724
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsGrants refunds, write-offs etc - 6232832 Postretirement amortization - 15566000 rental expenses - -1800784 cafeteria income etc - 284724

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$7,767,004,954
North America (Canada & Mexico only)Investments$117,315,711
Europe (Including Iceland and Greenland)Investments$694,873,258
East Asia and the PacificInvestments$89,526,911
Sub-Saharan AfricaInvestments$1
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$8,668,720,835SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,668,720,835TotalSpentAmt
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsDuring its 2018 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 FUNDSDuring its 2018 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (145 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Cold Spring Harbor Lab
Bungtown RdCold Spring HarborNY11724112013303501(c)(3)$42,000$0Advanced Courses
Marine Biological Lab
Marine Biological LabWoods HoleMA02543042014690501(c)(3)$42,000$0Advanced Courses
The Jackson Lab
The Jackson LabBar HarborME04609010211513501(c)(3)$42,000$0Advanced Courses
Travel exp pd on behalf of grantees
La Jolla CoveLa JollaCA92037952099802$14,335$0EXROP Program - Housing
Travel exp pd on behalf of grantees
Doubletree HotelBethesdaMD20814814344545$26,723$0EXROP Program - Travel
Boston Children's Hospital
Longwood AveBostonMA02115042774441501(c)(3)$10,000$0Hanna Gray Scholars
Brigham Women's Hospital
Francis StBostonMA02115042312909501(c)(3)$10,000$0Hanna Gray Scholars
Brown Univ
Brown UnivProvidenceRI02912050258809501(c)(3)$11,018$0Hanna Gray Scholars
CA Inst of Technology
CA Inst of TechnologyPasadenaCA91125951643307501(c)(3)$22,036$0Hanna Gray Scholars
CA Inst of Technology
CA Inst of TechnologyPasadenaCA91125951643307501(c)(3)$10,000$0Hanna Gray Scholars
Cold Spring Harbor Lab
Bungtown RdCold Spring HarborNY11724112013303501(c)(3)$10,000$0Hanna Gray Scholars
Fred Hutchinson Cancer Ctr
Fred Hutchinson Cancer CtrSeattleWA98109237156071501(c)(3)$10,000$0Hanna Gray Scholars
Harvard College
Harvard UniversityCambridgeMA02138042103580501(c)(3)$20,000$0Hanna Gray Scholars
Harvard Medical School
Harvard Medical SchoolCambridgeMA02138042103580501(c)(3)$33,054$0Hanna Gray Scholars
Memorial Sloan Kettering
Memorial Sloan KetteringNew YorkNY10065131924236501(c)(3)$11,018$0Hanna Gray Scholars
MIT
MITCambridgeMA02139042103594501(c)(3)$20,000$0Hanna Gray Scholars
Rockefeller Univ
Rockefeller UnivNew YorkNY10065131624158501(c)(3)$10,000$0Hanna Gray Scholars
Salk Institute
Salk InstituteLA JollaCA920371002952160097501(c)(3)$11,018$0Hanna Gray Scholars
Stanford Univ
Stanford UnivPalo AltoCA943048445941156365501(c)(3)$10,000$0Hanna Gray Scholars
Stanford Univ
Stanford UnivPalo AltoCA943048445941156365501(c)(3)$11,018$0Hanna Gray Scholars
The Broad Institute Inc
The Broad Institute IncCambridgeMA02142263428781501(c)(3)$10,000$0Hanna Gray Scholars
UC - Berkeley
UC - BerkeleyBerkeleyCA94720946002123CALIFORNIA$11,018$0Hanna Gray Scholars
UC - San Diego
UC - San DiegoLa JollaCA92093956006144CALIFORNIA$10,000$0Hanna Gray Scholars
UC - San Francisco
UC - San FranciscoSan FranciscoCA94143946036493CALIFORNIA$22,036$0Hanna Gray Scholars
UC - San Francisco
UC - San FranciscoSan FranciscoCA94143946036493CALIFORNIA$20,000$0Hanna Gray Scholars
Univ Of Pennsylvania
Univ Of PennsylvaniaPhiladelphiaPA191046377231352685501(c)(3)$11,018$0Hanna Gray Scholars
Univ of Southern California
Univ of Southern CaliforniaLos AngelesCA90089951642394501(c)(3)$10,000$0Hanna Gray Scholars
Univ of Texas - Southwestern
Univ of Texas - SouthwesternDallasTX753909050756002868TEXAS$11,018$0Hanna Gray Scholars
Univ of Texas - Southwestern
Univ of Texas - SouthwesternDallasTX753909050756002868TEXAS$10,000$0Hanna Gray Scholars
Univ of Virginia
Univ of VirginiaCharlottesvilleVA22904546001796501(c)(3)$10,000$0Hanna Gray Scholars
Vanderbilt Univ
Vanderbilt UnivNashvilleTN37232352528741501(c)(3)$10,000$0Hanna Gray Scholars
Yale Univ
Yale UnivNew HavenCT06520060646973501(c)(3)$11,018$0Hanna Gray Scholars
Cornell Univ
Cornell UnivIthacaNY14850150532082501(c)(3)$1,000,000$0HHMI Professors
Emory Univ
Emory UnivAtlantaGA303224250580566256501(c)(3)$45,000$0HHMI Professors
MIT
MITCambridgeMA02139042103594501(c)(3)$42,310$0HHMI Professors
Stanford Univ
Stanford UnivPalo AltoCA943048445941156365501(c)(3)$2,000,000$0HHMI Professors
UC - Berkeley
UC - BerkeleyBerkeleyCA947201103946002123CALIFORNIA$1,000,000$0HHMI Professors
UC - Santa Cruz
UC - Santa CruzSanta CruzCA950641077941539563CALIFORNIA$1,000,000$0HHMI Professors
UC - Los Angeles
UC - Los AngelesLos AngelesCA900951405956006143CALIFORNIA$2,500,000$0HHMI Professors
Univ of Hawaii - Manoa
Univ of Hawaii - ManoaHonoluluHI968222217996000354HAWAII$1,000,000$0HHMI Professors
Univ of Texas
Univ of TexasAustinTX78713746000203TEXAS$2,500,000$0HHMI Professors
Vanderbilt Univ
Vanderbilt UnivNashvilleTN372401591620476822501(c)(3)$1,000,000$0HHMI Professors
Yale Univ
Yale UnivNew HavenCT065103209060646973501(c)(3)$1,000,000$0HHMI Professors
Yale Univ
Yale UnivNew HavenCT065208114060646973501(c)(3)$54,600$0HHMI Professors
Arizona State Univ
Arizona State UnivTempeAZ852876011860196696ARIZONA$1,020,000$0Inclusive Excellence
Bates College
Bates CollegeLewistonME04240010211781501(c)(3)$1,020,000$0Inclusive Excellence
Brandeis Univ
Brandeis UnivWalthamMA024549110042103552501(c)(3)$1,020,000$0Inclusive Excellence
California State Univ - Fullerton
California State Univ - FullertonFullertonCA928346866952081258501(c)(3)$1,020,000$0Inclusive Excellence
California State Univ - San Marcos
California State Univ - San MarcosSan MarcosCA92096330397688CALIFORNIA$1,020,000$0Inclusive Excellence
Chaminade Univ
Chaminade UnivHonoluluHI96816990272261501(c)(3)$10,000$0Inclusive Excellence
Davidson College
Davidson CollegeDavidsonNC280355000560529961501(c)(3)$1,020,000$0Inclusive Excellence
Delaware State Univ
Delaware State UnivDoverDE19901201372435501(c)(3)$10,000$0Inclusive Excellence
DePauw Univ
DePauw UnivGreencastleIN461350037350869045501(c)(3)$1,020,000$0Inclusive Excellence
Framingham State Univ
Framingham State UnivFraminghamMA017019101043154529MASSACHUSETTS$1,020,000$0Inclusive Excellence
Humboldt State Univ
Humboldt State UnivArcataCA95521946050071501(c)(3)$10,000$0Inclusive Excellence
James Madison Univ
James Madison UnivHarrisonburgVA228070001546001756VIRGINIA$1,020,000$0Inclusive Excellence
Kalamazoo College
Kalamazoo CollegeKalamazooMI49007381358014501(c)(3)$1,020,000$0Inclusive Excellence
Kennesaw State Univ
Kennesaw State UnivKennesawGA30144580965786GEORGIA$1,020,000$0Inclusive Excellence
Kenyon College
Kenyon CollegeGambierOH43022314379507501(c)(3)$10,000$0Inclusive Excellence
Lawrence Technological Univ
Lawrence Technological UnivSouthfieldMI48075381369604501(c)(3)$10,000$0Inclusive Excellence
Lawrence Univ
Lawrence UnivAppletonWI549115595390806297501(c)(3)$1,020,000$0Inclusive Excellence
Mercy College
Mercy CollegeDobbs FerryNY10522131967321501(c)(3)$1,020,000$0Inclusive Excellence
Mount Mary Univ
Mount Mary UnivMilwaukeeWI532224597390806154501(c)(3)$1,020,000$0Inclusive Excellence
Norfolk State Univ
Norfolk State UnivNorfolkVA23504546002808VIRGINIA$1,020,000$0Inclusive Excellence
North Carolina State Univ
North Carolina State UnivRaleighNC276957617566000756NORTH CAROLINA$1,020,000$0Inclusive Excellence
Northeastern Univ
Northeastern UnivBostonMA02115041679980501(c)(3)$10,000$0Inclusive Excellence
Oberlin College
Oberlin CollegeOberlinOH44074340714363501(c)(3)$10,000$0Inclusive Excellence
Oregon State Univ
Oregon State UnivCorvallisOR973312140611730890OREGON$1,020,000$0Inclusive Excellence
Radford Univ
Radford UnivRadfordVA24142546001789VIRGINIA$10,000$0Inclusive Excellence
Rochester Inst of Technology
Rochester Inst of TechnologyRochesterNY14623160743140501(c)(3)$10,000$0Inclusive Excellence
Roosevelt Univ
Roosevelt UnivChicagoIL60605362167854501(c)(3)$1,020,000$0Inclusive Excellence
San Francisco State Univ
San Francisco State UnivSan FranciscoCA94132931137247CALIFORNIA$10,000$0Inclusive Excellence
The Research Foundation for SUNY
The Research Foundation for SUNYBinghamtonNY139026000141368361501(c)(3)$10,000$0Inclusive Excellence
Syracuse Univ
Syracuse UnivSyracuseNY132441140150532081501(c)(3)$1,020,000$0Inclusive Excellence
The College of New Jersey
The College of New JerseyEwingNJ08628222797398NEW JERSEY$1,020,000$0Inclusive Excellence
Towson Univ
Towson UnivTowsonMD21252526002033MARYLAND$10,000$0Inclusive Excellence
Trinity Washington Univ
Trinity Washington UnivWashingtonDC20017530196640501(c)(3)$10,000$0Inclusive Excellence
Tufts Univ
Tufts UnivBostonMA02111042102634501(c)(3)$10,000$0Inclusive Excellence
UC - Irvine
UC- IrvineIrvineCA926973100952226406CALIFORNIA$20,000$0Inclusive Excellence
UC - Merced
UC - MercedMercedCA95343270093858CALIFORNIA$1,020,000$0Inclusive Excellence
Univ of Houston
Univ of HoustonHoustonTX770021014746001399TEXAS$1,020,000$0Inclusive Excellence
Univ of Illinois
Univ of IllinoisChicagoIL606124305376000511ILLINOIS$1,020,000$0Inclusive Excellence
Univ of Massachusetts - Amherst
Univ of Massachusetts - AmherstHadleyMA010359450043167352MASSACHUSETTS$1,020,000$0Inclusive Excellence
Univ of Missouri
Univ of MissouriColumbiaMO652110001436003859MISSOURI$1,020,000$0Inclusive Excellence
Univ of Puerto Rico
Univ of Puerto RicoHumacaoPR00792660433765PUERTO RICO$1,020,000$0Inclusive Excellence
Univ of Saint Thomas
Univ of Saint ThomasSt PaulMN55105410693970501(c)(3)$1,020,000$0Inclusive Excellence
Univ of Utah
Univ of UtahSalt Lake CityUT84112876000525UTAH$1,030,000$0Inclusive Excellence
Univ of Wisconsin
Univ of WisconsinMadisonWI537151218396006492WISCONSIN$1,020,000$0Inclusive Excellence
Univ Of Colorado Denver
Univ Of Colorado DenverAuroraCO800452571846000555501(c)(3)$10,000$0Inclusive Excellence
Univ Of Northern Colorado
Univ Of Northern ColoradoGreeleyCO80639846000546COLORADO$10,000$0Inclusive Excellence
Univ Of South Dakota
Univ Of South DakotaVermillionSD57069466003541SOUTH DAKOTA$10,000$0Inclusive Excellence
UT Rio Grande Valley
UT Rio Grande ValleyEdinburgTX78539465292740TEXAS$10,000$0Inclusive Excellence
Vassar College
Vassar CollegePoughkeepsieNY12604141338587501(c)(3)$1,020,000$0Inclusive Excellence
VCU Foundation
VCU FoundationRichmondVA232843075540757884501(c)(3)$1,020,000$0Inclusive Excellence
Virginia Tech Univ
Virginia Tech UnivBlacksburgVA24061546001805VIRGINIA$10,000$0Inclusive Excellence
Washington Univ
Washington UnivSt LouisMO63112430653611501(c)(3)$10,000$0Inclusive Excellence
Wellesley College
Wellesley CollegeWellesleyMA02481042103637501(c)(3)$1,020,000$0Inclusive Excellence
Western Washington Univ
Western Washington UnivBellinghamWA98225916000562WASHINGTON$10,000$0Inclusive Excellence
Wheaton College (Massachusetts)
Wheaton College MassachusettsNortonMA02766042103638501(c)(3)$1,020,000$0Inclusive Excellence
Loudoun Education Foundation
Loudoun Education FoundationAshburnVA20148541603768501(c)(3)$1,000,000$0Precollege Science - Other
Albert Einstein College of Medicine
Albert Einstein College of MedicineBronxNY10461830621846501(c)(3)$300,000$0Medical Research
Boston Children's Hospital
Longwood AveBostonMA02115042774441501(c)(3)$500,000$0Medical Research
Harvard Medical School
Harvard Medical SchoolCambridgeMA02138042103580501(c)(3)$500,000$0Medical Research
Harvard Univ
Harvard UnivCambridgeMA02138042103580501(c)(3)$1,417,279$0Medical Research
Johns Hopkins Univ
Johns Hopkins UnivBaltimoreMD21218520595110501(c)(3)$500,000$0Medical Research
Natl Jewish Center
Natl Jewish CenterDenverCO80206742044647501(c)(3)$12,050$0Medical Research
Rockefeller Univ
Rockefeller UnivNew YorkNY10065131624158501(c)(3)$260,000$0Medical Research
Stanford Univ
Stanford UnivPalo AltoCA943048445941156365501(c)(3)$400,000$0Medical Research
Tufts Univ
Tufts UnivBostonMA02111042103648501(c)(3)$451,963$0Medical Research
UC - Berkeley
UC - BerkeleyBerkeleyCA94720946002123CALIFORNIA$725,000$0Medical Research
UC - Riverside
UC - RiversideRiversideCA92521956006142CALIFORNIA$1,473,472$0Medical Research
Univ of Colorado
Univ of ColoradoDenverCO80203846000555501(c)(3)$1,697,400$0Medical Research
Univ of Massachusetts
Univ of MassachusettsWorchesterMA01605043167352MASSACHUSETTS$1,388,155$0Medical Research
Univ of Washington
Univ of WashingtonSeattleWA98195916001537WASHINGTON$2,261,822$0Medical Research
Wash Univ
Wash UnivSt LouisMO63130430653611501(c)(3)$887,397$0Medical Research
Yale Univ
Yale UnivNew HavenCT06520060646973501(c)(3)$1,128,239$0Medical Research
National Academy Of Sciences
2101 Constitution Avenue NWWashingtonDC20001530196932501(c)(3)$300,000$0Science Education
Research America
1101 King St Suite 250ChantillyVA201532451521609875501(c)(3)$70,000$0Science Education
School of Molecular & Theoretical Biology
996B San Miguel RdConcordCA94518384003221501(c)(3)$81,000$0Science Education
Seton Hill Univ
Seton Hill UnivGreensburgPA15601250965557501(c)(3)$14,297$0Science Education Alliance
Yale Univ
Yale UnivNew HavenCT06508060646973501(c)(3)$16,857$0Science Education Alliance
Amer Soc - Cell Biology
8120 Woodmont AvenueBethesdaMD20814396054285501(c)(3)$80,000$0Undergrad Science Ed
Boise State Univ
Boise State UnivBoiseID83725820290701IDAHO$54,000$0Undergrad Science Ed
Boyce Thompson Inst-Plant Research
Boyce Thompson Inst-Plant ResearchIthacaNY148531801131739923501(c)(3)$27,500$0Undergrad Science Ed
Brown Univ
Brown UnivProvidenceRI029129002050258809501(c)(3)$40,000$0Undergrad Science Ed
CA Inst of Technology
CA Inst of TechnologyPasadenaCA91125951643307501(c)(3)$20,000$0Undergrad Science Ed
Cornell Univ
Cornell UnivIthacaNY148532501150532082501(c)(3)$60,000$0Undergrad Science Ed
Fed of Am Socfor Experimental Biology
9650 Rockville PikeBethesdaMD20814520700497501(c)(3)$10,000$0Undergrad Science Ed
IUP Research Institute
IUP Research InstituteIndianaPA15701571175778501(c)(3)$20,000$0Undergrad Science Ed
Institute for Cancer Research
333 Cottman AvePhiladelphiaPA19111236296135501(c)(3)$40,000$0Undergrad Science Ed
Iowa State Univ
Iowa State UnivAmesIA50011426004224501(c)(3)$20,000$0Undergrad Science Ed
National Academy Of Sciences
2101 Constitution Avenue NWWashingtonDC20001530196932501(c)(3)$400,000$0Undergrad Science Ed
Pship for Ugrad Life Sciences Education
6252 McPherson AveSt LouisMO63130810746817501(c)(3)$52,186$0Undergrad Science Ed
Rice Univ
Rice UnivHoustonTX77005741109620501(c)(3)$20,000$0Undergrad Science Ed
UC - Los Angeles
UC - Los AngelesLos AngelesCA900957089956006143CALIFORNIA$20,000$0Undergrad Science Ed
UC - Santa Cruz
UC - Santa CruzSanta CruzCA950641077941539563CALIFORNIA$20,000$0Undergrad Science Ed
Understanding Interventions Inc
Understanding Interventions IncFreeholdNJ07728815206569501(c)(3)$25,741$0Undergrad Science Ed
Univ Of Arizona
Univ Of ArizonaTucsonAZ85721742652689ARIZONA$20,000$0Undergrad Science Ed
Univ Of Arizona
Univ Of ArizonaTucsonAZ85719742652689ARIZONA$20,000$0Undergrad Science Ed
Univ of Kansas Center for Research
Univ of Kansas Center for ResearchLawrenceKS66045480680117501(c)(3)$30,000$0Undergrad Science Ed
Univ of Massachusetts - Amherst
Univ of Massachusetts - AmherstHadleyMA010359450043167352MASSACHUSETTS$20,000$0Undergrad Science Ed
Western Washington Univ
Western Washington UnivBellinghamWA98225916000562501(c)(3)$50,000$0Undergrad Science Ed
Yale Univ
Yale UnivNew HavenCT06519060646973501(c)(3)$20,000$0Undergrad Science Ed
Yale Univ
Yale UnivNew HavenCT065208047060646973501(c)(3)$20,000$0Undergrad Science Ed
UC - San Diego
UC - San DiegoLa JollaCA92093956006144CALIFORNIA$400,000$0Medical Research
FieldValueIRS element (for citing)
Total501c3 Org143Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
EXROP PROGRAM80$543,341
GILLIAM FELLOWSHIPS50$6,746,500
MEDICAL RESEARCH FELLOWSHIPS61$2,631,000
FACULTY SCHOLARS2$1,269,800

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationHHMI 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BODO STERN PHD
CHIEF DEV ELOPMENT & STRATEGY OFF$317,076$0$0$0$18,741$0$27,000$0$14,066$0$376,883$0$0$0
ERIN K O'SHEA PHD
PRESIDENT$976,511$0$0$0$20,371$0$27,000$0$28,681$0$1,052,563$0$0$0
SEAN B CARROLL PHD
VP FOR SCIENCE EDUCATION$696,183$0$0$0$21,103$0$27,000$0$30,972$0$775,258$0$0$0
DAVID CLAPHAM PHD
VP & CHIEF SCI OFF$633,429$0$0$0$319,767$0$27,000$0$37,119$0$1,017,315$0$0$0
HEIDI E HENNING ESQ
VP,GENERAL COUNSEL/SEC$602,040$0$0$0$20,700$0$27,000$0$37,815$0$687,555$0$0$0
DENNIS MCKEARIN PHD
VP OF OPERATIONS$441,970$0$30,600$0$5,552$0$27,000$0$32,081$0$537,203$0$0$0
GERALD M RUBIN PHD
VP&EXEC DIR,JANELIA RES CAMPUS$757,447$0$22,591$0$28,729$0$27,000$0$96,775$0$932,542$0$0$0
LANDIS ZIMMERMAN
VP & CHIEF INVESTMENT OFFICER$974,022$0$87,310$0$22,355$0$27,000$0$32,779$0$1,143,466$0$0$0
LAUREN T SPILIOTES ESQ
DEP GENCOUNSEL/ASST SEC$410,313$0$0$0$19,832$0$27,000$0$33,268$0$490,413$0$0$0
SUSAN S PLOTNICK
ASSISTANT TREASURER & DIRECTOR-FINANCE$240,763$0$9,051$0$1,473$0$23,415$0$36,674$0$311,376$0$0$0
MONIQUE L MARCUS
CONTROLLER$196,549$0$4,000$0$1,156$0$19,462$0$32,672$0$253,839$0$0$0
RICHARD A PENDER
MAN DIR - US EQUITIES$497,114$0$20,597$0$21,379$0$27,000$0$33,197$0$599,287$0$0$0
GREGORY DENINNO
MAN DIR - PRIVATE EQUITIES$323,142$0$29,353$0$12,204$0$27,000$0$24,135$0$415,834$0$0$0
ROBERT J KOLYER JR
MAN DIR - DIVERSIFIED ASSETS$494,387$0$218,990$0$21,392$0$27,000$0$30,883$0$792,652$0$0$0
STEPHEN M KITSOULIS
MAN DIR - FIXED INCOME$411,367$0$24,859$0$2,643$0$27,000$0$22,666$0$488,535$0$0$0
THOMAS R CECH PHD
INVESTIGATOR$638,730$0$0$0$34,390$0$27,000$0$34,546$0$734,666$0$0$0
ERIC R KANDEL MD
SENIOR INVESTIGATOR$600,949$0$0$0$28,668$0$27,000$0$35,926$0$692,543$0$0$0
RODERICK MACKINNON MD
INVESTIGATOR$509,226$0$0$0$24,443$0$27,000$0$14,082$0$574,751$0$0$0
RICHARD AXEL MD
INVESTIGATOR$510,446$0$0$0$10,218$0$27,000$0$21,119$0$568,783$0$0$0
ROBERT TJIAN PHD
INVESTIGATOR$546,652$0$0$0$25,813$0$27,000$0$38,440$0$637,905$0$0$0
NITIN V KOTAK
FORMER CFO & TREASURER$174,178$0$0$0$219,936$0$18,588$0$16,439$0$429,141$0$0$0
JOHN PALMISANO
CHIEF OF BUSINESS SOLUTIONS/FORMER VP FOR INFORMATION TECHNOLOGY$273,697$0$0$0$19,280$0$27,000$0$24,289$0$344,266$0$0$0
KATHY WYSZYNSKI
FORMER VP, HUMAN RESOURCES$167,182$0$0$0$160,287$0$14,813$0$9,352$0$351,634$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelUnder 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 2018, three officers and three trustees flew first class.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsUnder 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 2018 fiscal year. During fiscal year 2018, one of the officers received a tax gross-up.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useIn fiscal year 2018, HHMI's President resides in an HHMI-owned house on the headquarters campus, for which she pays HHMI at a fair market rental rate. Because HHMI's President was also required to spend time at HHMI's Janelia campus, where she runs a research laboratory as well as attends meetings and participates in conferences, HHMI made an apartment available to her at that location. HHMI's Vice President and Executive Director, Janelia Research Campus, is required as a condition of employment to reside on the Janelia campus in housing built for that purpose. HHMI's Vice President and Chief Scientific Officer currently resides in an HHMI-owned apartment on the headquarters campus, for which he pays HHMI at a fair market rental rate. The Institute provides a housing assistance program for one individual who relocated to take a position with HHMI, which may be used to cover such individuals' mortgage or rent payments. In each case, the subsidy is treated as additional taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control paymentThe Institute made a severance payment to its former CFO & Treasurer in the amount of $187,384 and to its former VP, Human Resources in the amount of $126,070.
Schedule J, Part I, Line 7 Non-fixed paymentsHHMI 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 exceptionWhen 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
LOUDOUN COUNTY IDA
A521310230545910AL52003-02-27$500,000,000FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUSfalsefalsefalse
LOUDOUN COUNTY IDA
B521310230545910AP62009-10-02$23,000,000FINANCE CONSTRUCTION OF JANELIA APTfalsefalsefalse
LOUDOUN COUNTY IDA
C521310230545910AQ42013-05-15$33,130,000FINANCE CONSTRUCTION OF JANELIA APT Bfalsefalsefalse
MEDCO
D521376562574205FY12008-02-15$83,500,000FINANCE CONSTRUCTION OF HQ EXPANSIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$534,028,000$0$54,203,000$0$200,000$0$0$479,625,000$0$02006falsefalseYes (true)Yes (true)
B$0$0$23,022,042$0$904,914$0$0$0$43,305$22,073,823$0$02011falsefalseYes (true)Yes (true)
C$0$0$33,145,417$0$1,173,864$0$397,311$0$0$31,574,242$0$02015falsefalseYes (true)Yes (true)
D$0$0$84,953,297$0$5,954,687$0$631,673$0$0$78,366,937$0$02010falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalsefalse
BfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse
CfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse
DfalsefalseYes (true)Yes (true)false0.00.00.0falsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
WELLS FARGO
AYes (true)Yes (true)Yes (true)20.0falsefalsefalsefalseYes (true)
JPMORGAN CHASE
BfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falsefalseYes (true)
WELLS FARGO BANK
CfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falseYes (true)
JP MORGAN
DfalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse
Dfalse

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Part IThe 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 ProceedsThe 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 ProviderFor 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 4aYes, 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 BIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/08/2014
Schedule K, Part IV, Line 2c COLUMN CIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/09/2018
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MEDCO The calculation for computing no rebate due was performed on 02/19/2018

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MEDCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN521376562BondIssuerEIN
CUSIP574205FZ8CUSIPNum
Bond Issued2008-05-15BondIssuedDt
Issue Price$76,500,000IssuePriceAmt
PurposeREFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTIONPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$76,500,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$76,500,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion1993SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (true)Form8038TFiledInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge30.0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIKNESH SIVANATHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSERelationshipDescriptionTxt
Transaction$115,524TransactionAmt
TransactionSALARY & BENEFITSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONSFormAndLineReferenceDesc
ExplanationAN OFFICER OF THE CORPORATION IS MARRIED TO A STAFF MEMBER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4b Program Service DescriptionHHMI's Department of Science Education emphasizes initiatives with the power to transform graduate, undergraduate, and precollege education in the life sciences. During its 2018 fiscal year, the Institute distributed approximately $60 million in grants and fellowships to support science education. The Institute's science education programs support ties between scientific research and teaching with the goal of increasing and enhancing student research opportunities; improving science courses, curricula, and instruction; and providing enhanced graduate and medical training opportunities. Most HHMI grants are awarded through competitions with specific objectives and eligibility criteria and awards are made following a stringent process of peer review. (A) Science Education Grant and Research Programs In June, 2018, HHMI announced the second cohort of schools selected in its Inclusive Excellence initiative, bringing the total number of grantee institutions to 57. The initiative's broad objective is 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 underrepresented ethnic minorities, first-generation college students, students who transfer from community colleges, and working adults with families. HHMI continued its partnership with the University of Maryland, Baltimore County, the Pennsylvania State University, and the University of North Carolina at Chapel Hill, in the collaborative Meyerhoff Adaptation Project. The project aims to learn whether elements of UMBC's highly regarded Meyerhoff Scholars Program can be adapted and successfully implemented at other research universities. In 2018, 14 scientist-educators began their appointments as HHMI Professors. The 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. The 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. Sixty-nine scientists have been named HHMI professors since the program began in 2002. 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. The HHMI's Exceptional Research Opportunities Program (EXROP) is designed to encourage talented students who belong to groups underrepresented in 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 2018, a total of 80 college students (57 first-year students and 23 second-year, "EXROP Capstone" students) participated in EXROP. The 2018 cohort marked the 16th year of the program. In 2018, the Science Education Alliance Phage Hunters Advancing Genomics and Evolutionary Science (SEA-PHAGES) added 17 institutions, including 15 colleges and universities in the U.S., the University of Lagos, Nigeria, and Universidad Autonoma de Nuevo Leon, Mexico. 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 nearly 100 publications, many including SEA-PHAGES students and faculty as co-authors. In the fall of 2017, 4,532 students, primarily 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 FY18, HHMI awarded 45 fellowships, including to five 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 2018, HHMI selected 67 medical and veterinary students to participate in the Medical Research Fellows Program. The fellowships enable students to take a year off from professional school to conduct laboratory research. The hope is that these students will one day choose to work at the intersection of basic research and clinical medicine. In addition to the 67 first-year fellows, 15 fellows from 2017 are participating in a second year of research. Partnerships with four other organizations-the American Society of Human Genetics, the Burroughs Wellcome Fund, the Foundation Fighting Blindness, and the Parkinson's Foundation-help to fund seven of the fellows. Now, 29 years after it was launched, the Medical Research Fellows Program has supported more than 1,800 medical, veterinary, and dental 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 more than 15 years and receives 3 million unique 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 2018, HHMI hosted approximately 80 high school and higher education educators for the second annual HHMI Educator Professional Development Conference. The five-day conference at HHMI Headquarters included four scientific talks addressing biological regulation on the molecular, physiologic, and ecological scales. The talks were given by Sean B. Carroll, HHMI Vice President of Science Education and University of Maryland, Clarrisa Nobile of the University of California-Merced, Ruben Baler, PhD of the National Institute on Drug Abuse, and Alexandra Harmon-Threatt, PhD of the University of Illinois at Urbana-Champaign. Conference attendees also participated in workshops led by experts on 'engagement, equity, and inclusion,' 'evaluation,' 'writing assessment questions,' 'writing for education publications,' 'peer feedback and self-assessment,' 'presenting professional development workshops,' and 'using BioInteractive educational resources in the classroom.' Attendees also worked to develop classroom educational resources based on the scientific talks and networked during a poster session and social time. The Educational Media Group also developed and released its first online professional learning course for educators; it focuses on evolution. Also developed and released were the award-winning Click & Learn 'CRISPR-Cas9 Mechanism and Applications' that explains the high-profile genome editing technology, and the interactive tool 'How Science Works' that allows students and educators to document, annotate, and reflect upon their own and others' scientific research process.
Form 990, Part III, Line 4b Program Service Description (Continued)(C) Tangled Bank Studios Tangled Bank Studios, LLC, HHMI's documentary film unit, is a mission-driven production company dedicated to crafting compelling, immersive films about science and scientists. As an extension of HHMI's longstanding science education mission, the company delivers captivating and visually stunning stories to audiences worldwide. Our team works with some of the world's best filmmakers to create award-winning films for broadcast, theatrical and digital distribution. New films released this year: In March 2018, BACKYARD WILDERNESS, a 3D giant screen film which takes viewers on a surprising and spectacular journey to discover the unexpected natural wonders that lie right outside our doors, premiered at The D.C. Environmental Film Festival in advance of Earth Day. Since its premiere, it has been released in more than 30 theatres around the world including the United States, China and Canada. BACKYARD WILDERNESS is an SK Films Release, presented with the support of Teatown, an Arise Media and Archipelago Films production, in association with Reconsider Media, in collaboration with HHMI Tangled Bank Studios. It recently won 5 top awards at the Giant Screen Cinema Association, including Best Film for Lifelong Learning and Best Film - Short Subject. THE SERENGETI RULES premiered in April 2018 at the Tribeca Film Festival and has been screening at film festivals around the world, winning recognitions including Wildscreen's Panda Award for Best Theatrical Documentary, The Bergen International Film Festival's Golden Owl award, and the American Conservation Film Festival's top honor, the Green Fire award. This theatrical film chronicles a small band of young scientists headed out into the wilderness, driven by an insatiable curiosity about how nature works. Immersed in some of the most remote and spectacular places on Earth, they discovered a single set of rules that govern all life. The co-producers of the film are the Academy Award-winning Passion Planet and HHMI Tangled Bank Studios. INVENTING TOMORROW, a theatrical documentary, introduces the audience to six inspiring teenagers from around the globe who are creating cutting-edge solutions to confront some of the world's most pressing environmental threats. The film was an official selection of the 2018 Sundance Film Festival. Since its Sundance premiere, it has been screened at more than 30 film festivals and special screenings across the United States and Canada and had a theatrical release in August 2018. INVENTING TOMORROW is a Fishbowl Films Production in association with Motto Pictures, 19340 Productions, Shark Island Institute, and HHMI Tangled Bank Studios. (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 30 fellows to support, and will invest a total of up to $50 million for their support over eight years. A third competition is currently underway, with plans to select an additional 15 by the fall of 2019. (E) Faculty Scholars HHMI, together with the Simons Foundation, and the Bill & Melinda Gates Foundation continued to provide grant support to 82 Faculty Scholars during the current fiscal year, early-career scientists who have great potential to make unique contributions to their field. The scientists represent 43 institutions across the United States. Through the Faculty Scholars Program, HHMI and its partner philanthropies will spend up to $71.8 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 4 Significant changes to organizational documentsThe Institution amended and restated its Certificate of Incorporation to update its primary purpose and update its registered agent address.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 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 policyIn 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 officialThe 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 Committee relies on the market data and opinion provided by the compensation consultant in making recommendations to the Board of Trustees regarding compensation 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 Audit and Compensation Committee confirms 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 Committee relies on this advice in recommending compensation for HHMI's President, other officers and key employees, and the Board of Trustees relies on this advice in making compensation decisions. 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 employeesThe 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 Committee relies on the market data and opinion provided by the compensation consultant in making recommendations to the Board of Trustees regarding compensation 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 Audit and Compensation Committee confirms 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 Committee relies on this advice in recommending compensation for HHMI's President, other officers and key employees, and the Board of Trustees relies on this advice in making compensation decisions. 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 19 Required documents available to the publicHHMI's practice has been to make a copy of its charter and by-laws available on request. HHMI's code of conduct, which addresses conflicts of interest, is available to the public on the HHMI website. A downloadable copy of HHMI's most recent audited financial statements is also available to the public on the website.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue- Total Revenue: 9000, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 9000; - Total Revenue: 149037, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 149037;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesGrants refunds, write-offs etc. - 6232832;
Schedule A, Part I, Line 4 List of Hospital AffiliationsList of hospital affiliations for e-filing: Hospital, City, State, Zip Code- B&W Hospital, Boston, MA 02115/ Children's Hosp, Boston, MA 02115/ Children's Hosp, Cincinnati, OH 45229/ Dana-Farber, Boston, MA 02115/ Fred Hutch , Seattle, WA 98109/ JHopkins Hosp, Baltimore, MD 21205/ Mass Gen Hosp, Boston, MA 02129/ MSKCC, New York, NY 10021/ St. Jude, Memphis, TN 38105/ Duke-Duke Hosp, Durham, NC 27706/ NYU-NYU Hosps, New York, NY 10016/ OHSU-OHSU Hosp, Portland, OR 97239/ Rockefeller-Hosp, New York, NY 10021/ UCLA-Med Ctr, Los Angeles, CA 90095/ UCSF-UCSF Hosps, San Francisco, CA 94143/ UIowa-UIowa Hosps, Iowa City, IA 52242/ UMass-Med Ctr, Worcester, MA 01605/ UMich-UMich Hosp, Ann Arbor, MI 48109/ 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/ AECOM-affil hosps, New York, NY 10461/ Baylor-aff hosps, Houston, TX 77030/ Brandeis-aff hsps, Waltham, MA 02254/ CalTech-aff hosps, Pasadena, CA 91125/ Carnegie-aff hsps, Baltimore, MD 21218/ CSHL-affil hosps, Cold Spring Harbor, NY 11724/ Columbia-aff hsps, New York, NY 10027/ Cornell-aff hosps, New York, NY 14853/ Harvard-aff hosps, Cambridge, MA 02138/ Indiana-affil hosp, Bloomington, IN 47405/ TJL-affil hosps, Bar Harbor, ME 04609/ JHU-affil hosps, Baltimore, MD 21218/ MichSU-affil hosps, Lansing, MI 48824/ MIT-affil hosps, Boston, MA 02139/ NWU-affil hosps, Evanston, IL 60208/ PSU-affil hosps, State College, PA 16802/ Princeton-aff hosps, Princeton, NJ 08544/ Salk-affil hosps, La Jolla, CA 92093/ Scripps-affil hosps, La Jolla, CA 92037/ Stanford-affil hosps, Palo Alto, CA 94305/ Stowers-aff hosps, Kansas City, MO 64110/ TuftsU-aff hosps, Boston, MA 02111/ UCB-affil hosps, Berkeley, CA 94720/ UC-Davis-affil hsp, Davis, CA 95616/ UCR-affil hosps, Riverside, CA 92521/ UCSD-aff hosps, San Diego, CA 92093/ UCSC-aff hosps, Santa Cruz, CA 95064/ UChi-affil hosp, Chicago, IL 60637/ UColo-aff hosp, Boulder, CO 80309/ UIllinois-aff hsp, Urbana, IL 61801/ UMD-affil hosp, Baltimore, MD 21201/ UMD-affil hosp, College Park, MD 20742/ UMinn-aff hosps, Minneapolis, MN 55414/ UNC-affil hosps, Chapel Hill, NC 27599/ UOregon-aff hsp, Eugene, OR 97403/ 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 QualificationThe Institute is a medical research organization for its taxable year ended August 31, 2018, as its expenditures of $ 775,917,201 on a cash basis for the year ended August 31 , 2017 exceeded the MRO requirement of $715,062,918 (3.5% of the HHMI endowment).

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (55 entries)

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HHMI II LLC
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HHMI IV LLC
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HHMI V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XVI LLC
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SPRUGOS INVESTMENTS V LLC
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SPRUGOS INVESTMENTS X LLC
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SPRUGOS INVESTMENTS XI LLC
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SPRUGOS INVESTMENTS XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-AHEAD LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-ALEXA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-CS CAPITAL LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-EUROCASTLE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE-$18,124,265$0HHMI
PRIVATE EQUITY HOLDING-FAVRILLE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-KAP LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-ROYCE LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-STORERETRO LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING-XENOPORT LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI FI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVA$0$0HHMI
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVA$0$0HHMI
HHMI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$15,998,960$85,302,047HHMI
HHMI VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI X LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XIV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI XV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$46,281,170$422,364,621HHMI
SPRUGOS INVESTMENTS IV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$46,041,619$437,637,622HHMI
SPRUGOS-FRENCH LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PRIVATE EQUITY HOLDING III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
RELATIVE VALUE STRATEGIES LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
PSG LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDE$0$0HHMI
HHMI-SA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815RESEARCHDE$0$0HHMI
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDE$0$0HHMI
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDE$0$0HHMI471329820
LSV ADVANTAGE INTL III (CAYMAN) LTD
INVESTMENT$718,920$12,191,178HHMI98068962189 NEXUS WAY 2/F CANAMA BAYGRAND CAYMANCJKY11205CJ
LSV ADVANTAGE INTL III-B (CAYMAN) LTD
INVESTMENT-$3,011,040$76,944,560HHMI98108715889 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205CJ
AROSA CAPITAL MANAGEMENT MIDSTREAM FUND LLC
c/o Arosa Capital Management LPNew YorkNY10036INVESTMENTDE-$10,765,691$150,264,588HHMI812676294120 West 45th St Ste 3700
LSV ADVANTAGE INTERNATIONAL III LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDE$2,084,899$13,204,402HHMI
LSV ADVANTAGE INTERNATIONAL III-B LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDE$17,301,660$122,817,587HHMI

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdCityForeignAddress/CityNmAddress Line2ForeignAddress/AddressLine2Txt
CERBERUS HH PARTNERS LP
981102879INVESTMENTCJHHMIExcluded$8,179,757$89,635,223false$0false0.92
GEM NPL CO-INV FUND LP
464232021INVESTMENTHHMIExcluded$319,972$179,709Yes (true)$0false0.67900 NORTH MICHIGAN AVENUE SUITE 14SUITE 1450CHICAGOIL60611IL
HHLF LP
462823996INVESTMENTHHMIExcluded$1,106,070$0false$0false0.84555 5TH AVENUE FL18NEW YORKNY10017NY
LUMINUS CREDIT OPPORTUNITIES PIE I LP
261963557INVESTMENTHHMIExcluded$665$5,471,114false$0false0.991700 BROADWAY 38TH FLOORNEW YORKNY10019NY
SOLUS OPPORTUNITIES FUND 2 LP
463541945INVESTMENTHHMIExcluded$7,085,850$28,909,444false$0false0.94410 PARK AVENUE 11TH FLOORNEW YORKNY10022NY
CVI HH INVESTMENTS LP
901010136INVESTMENTHHMIExcluded$8,022,720$183,601,745false$552false19320 EXCELSIOR BLVDMS144-7-2HOPKINSMN55343MN
ECHO STREET GOODCO SELECT II LP
474827277INVESTMENTHHMIExcluded$6,490,662$356,605,149false$0false0.6910 EAST 53RD STREET32ND FLOORNEW YORKNY10022NY
GEM BVP CO-INV-A LP
472251559INVESTMENTHHMIExcluded$74,993$9,142,400false$0false1900 NORTH MICHIGAN AVENUESUITE 1450CHICAGOIL60611IL
HH HOLDCO CO-INVESTMENT FUND LP
300864915INVESTMENTHHMIExcluded$14,698,535$31,361,827false$0false0.9332 BROADWAY SUITE 1201NEW YORKNY10004NY
HH SG SECONDARY FUND LP
473358493INVESTMENTHHMIExcluded-$4,075,931$0false-$150,212false0825 THIRD AVENUE10TH FLOORNEW YORKNY10022NY
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
INVESTMENTCJHHMIExcluded$8,012,813$33,141,618false$0false189 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY19007
HH SG SECONDARY FUND II LP
811581915INVESTMENTHHMIExcluded$293,949$0false$0false0.252825 THIRD AVENUE 10TH FLOORNEW YORKNY10022NY
AROSA MIDSTREAM FUND LP
811723636INVESTMENTArosa Capital Management Midstream Fund LLCExcluded-$10,765,691$150,264,588false$0false0.9848C/O Arosa Capital Management LP120 West 45th St Ste 3700New YorkNY10036DE
COLHM STRATEGIC PARTNERS LP
453436140INVESTMENTHHMIExcluded$5,155,621$69,155,857false$0false0.9987515 South Flower St 44th FlLos AngelesCA90071CA
AGHAP FEEDER LLC
822892485INVESTMENTHHMIExcluded-$36,572$76,641,528false-$55,034false0.64601 CARLSON PKWY STE 200MINNETONKAMN55305DE
EJF DO FUND (CAYMAN) LP
981043181INVESTMENTCJHHMIExcluded-$1,785,893$145,306false$0false127 HOSPITAL ROADGRAND CAYMANCJKY19008GEORGE TOWN
HH ELLINGTON MASTER FUND LTD
981020904INVESTMENTCJHH ELLINGTON FUND LTDExcluded$5,197,565$213,173,124false$0false0.9424WALKER HOUSE 87 MARY STGRAND CAYMANCJKY11104GEORGE TOWN
SERENGETI MULTI-SERIES MASTER LLC SERIES HH
INVESTMENTCJSERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HHExcluded$1,551,891$56,277,090false$0false0.99592 BLOOR STREET EASTONTARIOCAM4W1A8TORONTOSUITE 2700
SERENGETI MULTI-SERIES INTERMEDIATE LLC SERIES HH
INVESTMENTCJSERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HHExcluded$1,551,891$56,277,090false$0false0.99592 BLOOR STREET EASTONTARIOCAM4W1A8TORONTOSUITE 2700
MADISON ACQUISITION 4 LP
364705548INVESTMENTLSV Advantage International III-B LLCExcluded-$4,049,122$9,075,243false$0false0.6812540 MADISON AVENUE 33RD FLNEW YORKNY10022DE
MADISON ACQUISITION 55 LP
813367909INVESTMENTLSV ADVANTAGE INTERNATIONAL III-B LLCExcluded$4,952,149$12,871,839false$0false0.5736540 MADISON AVENUE 33RD FLNEW YORKNY10022DE

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdAddress Line2ForeignAddress/AddressLine2Txt
HHMI REAL ESTATE INC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815203967202INVESTMENTDEHHMIC Corporation$0$1,962,5611Yes (true)
PLEASANT VALLEY INVESTMENTS LP
980586696INVESTMENTHHMIC Corporation$7,966,161$7,697,2360.51Yes (true)CJ
SPRUGOS MAURITIUS I LTD
INVESTMENTHHMIC Corporation$0$01Yes (true)MP
HHMI CAYMAN I COMPANY
INVESTMENTHHMIC Corporation-$17,150$212,6191Yes (true)CJ
CHALKSTREAM KOREA FUND INTERNATIONAL LP
981248058INVESTMENTHHMIC Corporation$0$55,045,1150.9965Yes (true)CJ27 Hospital RoadGeorge TownGrand CaymanCJKY19008
LSV ADVANTAGE INTERNATIONAL III LTD
981300995INVESTMENTHHMIC Corporation$95,763$887,0751Yes (true)CJ89 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205
LSV ADVANTAGE INTERNATIONAL III-B LTD
981315328INVESTMENTHHMIC Corporation$3,873,064$22,350,7801Yes (true)CJ89 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205
IRONSIDES PARTNERS SPECIAL SITUATIONS OFFSHORE FUND LTD
INVESTMENTHHMIC Corporation-$257,701$155,0650.58Yes (true)CJPO BOX 309 UGLAND HOUSEGRAND CAYMANCJ11104
MARSHALL WACE MANAGED ACCOUNTS PLC-MW EUROPA FUND II
INVESTMENTHHMIC Corporation$35,522,132$00Yes (true)EI
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
INVESTMENTHHMIC Corporation$45,924,118$212,572,0510.93Yes (true)CJ89 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY19007
STEYN CAPITAL OFFSHORE HEDGE FUND
INVESTMENTHHMIC Corporation$893,015$256,178,4430.97Yes (true)CJCASSIA COURT STE 716 10 MARKET STCAMANA BAYGRAND CAYMANCJKY19006
LSV ADVANTAGE INTERNATIONAL III-C LTD
981331158INVESTMENTHHMIC Corporation$1,920,705$13,312,5311Yes (true)CJ89 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205
STAR ASIA JAPAN SPECIAL SITUATIONS II FEEDER LP
125 GAITHER DR SUITE LMOUNT LAURELNJ08054981444101INVESTMENTHHMIC Corporation$18,443,534$219,5371Yes (true)CJ
STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP
125 GAITHER DR STE LMOUNT LAURELNJ08054611892450INVESTMENTHHMIC Corporation$2,545,094$49,764,0831Yes (true)CJ
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
125 GAITHER DR STE LMOUNT LAURELNJ08054INVESTMENTHHMIC Corporation$0$1,089,3251Yes (true)CJ
HARRINGTON AGH CAYMAN LTD
352596872INVESTMENTHHMIC Corporation$1,719,357$00Yes (true)CJPO BOX 10008 WILLOW HOUSeCRICKET SQUAREGRAND CAYMANCJCO SERVICES CAYMAN LIMITED
WILLA A LP
981380677INVESTMENTHHMIC Corporation$0$18,103,8751Yes (true)JE
EJF IB FINANCING LP
INVESTMENTHHMIC Corporation$579,530$15,922,8831Yes (true)CJ
ELLINGTON ENHANCED INCOME FUND LTD
INVESTMENTHHMIC Corporation$12,990,487$400,173,8480.5335Yes (true)CJWalker House 87 Mary StreetGeorge TownGrand CaymanCJKY11104
HH ELLINGTON FUND LTD
INVESTMENTHHMIC Corporation$4,058,505$102,747,5441Yes (true)CJWalker House 87 Mary StreetGeorge TownGrand CaymanCJKY11104
ARJUNA FUND PTE LTD
INVESTMENTHHMIC Corporation$204,627$54,385,5030.55Yes (true)SN
PORTSEA FUND SICAV PLC
INVESTMENTHHMIC Corporation$649,173$105,965,8720.5037Yes (true)MT
SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH
INVESTMENTHHMIC Corporation$1,551,891$51,143,6340.9959Yes (true)CJ2 BLOOR STREET EAST STE 2700TORONTOONTARIOCAM4W1A8
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (34 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CERBERUS HH PARTNERS LP
B$16,217,186FMV
ECHO STREET GOODCO SELECT II LP
B$25,000,000FMV
GEM BVP CO-INV-A LP
B$100,000FMV
HH HOLDCO CO-INVESTMENT FUND LP
B$13,681,981FMV
CHALKSTREAM KOREA FUND INTERNATIONAL LP
B$25,000,000FMV
LSV ADVANTAGE INTERNATIONAL III LTD
B$480,048FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
B$10,510,971FMV
LSV ADVANTAGE INTERNATIONAL III-C LTD
B$12,798,143FMV
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
B$25,000,000FMV
SOLUS OPPROTUNITIES FUND 2 LP
B$863,133FMV
STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP
B$56,994,537FMV
AGHAP FEEDER LLC
B$17,432,002FMV
CERBERUS HH PARTNERS LP
S$59,870,031FMV
AROSA MIDSTREAM FUND LP
S$1,972,102FMV
COLHM STRATEGIC PARTNERS LP
S$9,703,846FMV
CVI HH INVESTMENTS LP
S$57,500,000FMV
GEM NPL CO-INV FUND LP
S$2,241,756FMV
HARRINGTON AGH CAYMAN LTD
S$9,046,288FMV
HH HOLDCO CO-INVESTMENT FUND LP
S$76,271,611FMV
HH SG SECONDARY FUND II LP
S$3,962,681FMV
HHLF LP
S$13,941,971FMV
LUMINUS CREDIT OPPORTUNITIES PIE I LP
S$6,017,162FMV
SOLUS OPPORTUNITIES FUND 2 LP
S$49,551,689FMV
SPRUGOS MAURITIUS I LTD
S$955,951FMV
TOURMALET MATAWIN OFFSHORE FUND VI-A LP
S$40,114,567FMV
STAR ASIA JAPAN SPECIAL SITUATIONS II FEEDER LP
S$22,562,629FMV
STAR ASIA JAPAN SPECIAL SITUATIONS III FEEDER LP
S$32,663,598FMV
STEYN CAPITAL OFFSHORE HEDGE FUND
S$92,718,153FMV
WILLA A LP
B$14,369,093FMV
ELLINGTON ENHANCED INCOME FUND LTD
B$390,000,000FMV
HH ELLINGTON FUND LTD
B$100,000,000FMV
ARJUNA FUND PTE LTD
B$50,000,000FMV
PORTSEA FUND SICAV PLC
B$100,000,000FMV
SERENGETI SEGREGATED PORTFOLIO COMPANY LTD PORTFOLIO HH
B$50,000,000FMV

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