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AN OFFSETTING LIABILITY IS REPORTED FOR THE SAME AMOUNT ON FORM 990, PART X, LINE 21. THE SCC IS A COLLABORATIVE RESEARCH FRAMEWORK AMONG FIVE INSTITUTIONS INCLUDING THE BROAD INSTITUTE. ENDOWMENT SCHEDULE D, PART V, LINE 4 THE BROAD INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE INSTITUTE'S PRIMARY RESEARCH MISSION. OTHER LIABILITIES SCHEDULE D, PART X, LINE 2 THE BROAD INSTITUTE DOES NOT HAVE A FIN 48 (ASC 740) STATEMENT. RECONCILIATION OF REVENUE/EXPENSES SCHEDULE D, PART XI, 2D THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $617,377 AND A LOSS ON DEBT REFUNDING RESULTING FROM THE 2011 SERIES A BOND REFINANCING OF $26,002,414 RECOGNIZED IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. SCHEDULE D, PART XI, 4B AND PART XII, 2D LOSSES ON ASSET SALES OF $608,031 AND RENTAL EXPENSES OF $271,146 ARE REPORTED AS EXPENSES IN THE INSTITUTE'S FINANCIAL STATEMENTS. true Europe (Including Iceland and Greenland) Grantmaking Research 5858494 East Asia and the Pacific Grantmaking Research 1878314 Sub-Saharan Africa Grantmaking Research 1178426 North America Grantmaking Research 321263 Middle East and North Africa Grantmaking Research 98439 Europe (Including Iceland and Greenland) Program Services Research 224706 Middle East and North Africa Program Services Research 168736 East Asia and the Pacific Program Services Research 143824 Sub-Saharan Africa Program Services Research 111385 North America Program Services Research 3230 South Asia Program Services Research 1811 Europe (Including Iceland and Greenland) Program Services Send agents to seminar 540338 Middle East and North Africa Program Services Send agents to seminar 231026 East Asia and the Pacific Program Services Send agents to seminar 85841 North America Program Services Send agents to seminar 70250 Sub-Saharan Africa Program Services Send agents to seminar 5906 South America Program Services Send agents to seminar 2806 South Asia Program Services Send agents to seminar 1438 Russia and the Newly Independent States Program Services Send agents to seminar 808 North America Fundraising Fundraising 5473 Middle East and North Africa Fundraising Fundraising 4862 10924795 12581 10937376 East Asia and the Pacific Subaward 972709 WIRE East Asia and the Pacific Subaward 442500 WIRE East Asia and the Pacific Subaward 221000 WIRE East Asia and the Pacific Subaward 98948 WIRE East Asia and the Pacific Subaward 54000 WIRE East Asia and the Pacific Subaward 77117 WIRE East Asia and the Pacific Subaward 12040 WIRE Europe (Including Iceland and Greenland) Subaward 3672909 WIRE Europe (Including Iceland and Greenland) Subaward 346069 WIRE Europe (Including Iceland and Greenland) Subaward 110000 WIRE Europe (Including Iceland and Greenland) Subaward 401467 WIRE Europe (Including Iceland and Greenland) Subaward 675644 WIRE Europe (Including Iceland and Greenland) Subaward 106178 WIRE Europe (Including Iceland and Greenland) Subaward 104570 WIRE Europe (Including Iceland and Greenland) Subaward 149559 WIRE North America Subaward 78686 CHECK Europe (Including Iceland and Greenland) Subaward 90800 WIRE Europe (Including Iceland and Greenland) Subaward 88977 WIRE Europe (Including Iceland and Greenland) Subaward 58321 WIRE Europe (Including Iceland and Greenland) Subaward 30000 CHECK Europe (Including Iceland and Greenland) Subaward 24000 WIRE Middle East and North Africa Subaward 98439 WIRE North America Subaward 36879 CHECK North America Subaward 152600 WIRE North America Subaward 53098 WIRE Sub-Saharan Africa Subaward 572389 WIRE Sub-Saharan Africa Subaward 237168 WIRE Sub-Saharan Africa Subaward 16266 WIRE Sub-Saharan Africa Subaward 93061 WIRE Sub-Saharan Africa Subaward 216842 WIRE Sub-Saharan Africa Subaward 42700 WIRE 29 2 true false true true false false SCHEDULE F, PART I, LINE 2 The Institute assigns responsibility for monitoring the use of grant funds outside of the United States to its Office of Sponsored Research. 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THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. X X true true X X X X X true true false false false false false true false ERIC S LANDER DIRECTOR, PRESIDENT & CEO 1207782 0 0 0 22752 0 265634 0 25947 0 1522115 0 0 0 JUSTINE LEVIN-ALLERHAND CHIEF DEVELOP. OFFICER/CLERK 489150 0 0 0 21056 0 24150 0 28507 0 562863 0 0 0 MARK DANIEL CFO & TREASURER (UNT 7/17) 202481 0 0 0 214713 0 18156 0 10178 0 445528 0 0 0 JOHN TRAVIA SR.DIR.FIN.OP/ASST TREASURER 234201 0 7500 0 19642 0 24026 0 27749 0 313118 0 0 0 SAMANTHA SINGER CHIEF OPERATING OFFICER 516388 0 0 0 21348 0 23850 0 31227 0 592813 0 0 0 ANDY PORTER CHIEF PEOPLE OFFICER 350107 0 0 0 3056 0 24150 0 24753 0 402066 0 0 0 STACEY GABRIEL SR. DIR. GENOMICS PLATFORM 349472 0 0 0 1386 0 26477 0 17447 0 394782 0 0 0 STACEY DONNELLY SR. DIR. STRATEGIC OPERATIONS 290331 0 0 0 19914 0 24585 0 14876 0 349706 0 0 0 ISRAEL ROZEN CHIEF BUSINESS OFFICER 293074 0 0 0 1871 0 24605 0 28695 0 348245 0 0 0 FENG ZHANG CORE FACULTY MEMBER 255160 0 0 0 33733 0 23639 0 30114 0 342646 0 0 0 PROVISIONS OF BENEFITS FORM 990, SCHEDULE J, PART I, LINE 1A FIRST-CLASS TRAVEL FOR OFFICERS AND CERTAIN EMPLOYEES OCCURS ON OVERSEAS FLIGHTS AND IN OTHER LIMITED SITUATIONS. THIS TRAVEL IS FOR BUSINESS PURPOSES, THEREFORE, THE VALUE IS NOT TREATED AS TAXABLE WAGES. THE PRESIDENT/CEO, CHIEF DEVELOPMENT OFFICER, SENIOR DIRECTOR OF THE GENOMICS PLATFORM AND A CORE FACULTY MEMBER WERE THE ONLY LISTED INDIVIDUALS WHO USED FIRST-CLASS TRAVEL DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2017. FORM 990, SCHEDULE J, PART I, LINE 1A CERTAIN HOUSING ALLOWANCE WAS PROVIDED TO A HIGHLY COMPENSATED EMPLOYEE OF THE INSTITUTE. THE VALUE OF THE ALLOWANCE IS TREATED AS TAXABLE WAGES AND IS REPORTED ON SCHEDULE J PART II AS OTHER REPORTABLE COMPENSATION. SEVERANCE PAYMENT FORM 990, SCHEDULE J, PART I, LINE 4A IN ACCORDANCE WITH THE SEVERANCE AGREEMENTS DATED JUNE 20, 2017, MARK DANIEL RECEIVED A LUMP SUM OF SEVERANCE PAY. TOTAL SEVERANCE PAID WAS $199,516 DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2017. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B AS AN ELEMENT OF HIS AMENDED AND RESTATED EMPLOYMENT CONTRACT EFFECTIVE JULY 1, 2014, THE PRESIDENT/CEO WILL BE ENTITLED TO RECEIVE LUMP SUM PAYMENTS ON JUNE 30, 2019 AND 2020 IF HE REMAINS IN THE POSITION OF CORE FACULTY MEMBER OF THE BROAD INSTITUTE. NON-FIXED PAYMENTS FORM 990, SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS INCLUDE A BONUS, WHICH WAS GIVEN TO A CERTAIN OFFICER, AT THE DISCRETION OF THE CEO. THIS BONUS HAS BEEN REPORTED ON SCHEDULE J PART II. 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THE MASS DEVELOPMENT FINANCE AGENCY REVENUE BONDS 2017 SERIES REBATE COMPUTATION FOR THE PERIOD ENDING JUNE 30, 2022 WILL BE PERFORMED BY AUGUST 30, 2022. X 4 146821 MARKET VALUE false true false SCHEDULE M, PART I, Column (b) The number of contributions are used for reporting the list of noncash contributions. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 THE MISSION OF THE BROAD INSTITUTE IS TO PROPEL PROGRESS IN BIOMEDICINE, THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE, AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE TO THE SCIENTIFIC COMMUNITY TO BENEFIT THE PUBLIC. VOLUNTEERS FORM 990, PART I, LINE 6 THE BROAD INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS AND COMMITTEE MEMBERS THAT ARE UNCOMPENSATED. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A THE BROAD INSTITUTE OPERATES FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO IMPROVE HUMAN HEALTH BY USING GENOMICS TO ADVANCE ITS UNDERSTANDING OF THE BIOLOGY AND TREATMENT OF HUMAN DISEASE, AND TO HELP LAY THE GROUNDWORK FOR A NEW GENERATION OF THERAPIES. THE INSTITUTE DEFINES A NEW COLLABORATIVE MODEL FOR BIOMEDICAL RESEARCH, BRINGING TOGETHER EXTRAORDINARY SCIENTISTS ACROSS HARVARD, MIT AND HARVARD-AFFILIATED HOSPITALS AND USES NEW APPROACHES THAT COMBINE BIOLOGY, CHEMISTRY, MATHEMATICS, COMPUTATION AND ENGINEERING WITH MEDICAL SCIENCE AND CLINICAL RESEARCH. ITS SCIENTISTS ARE COMMITTED TO UNDERSTANDING THE FUNDAMENTAL BASIS OF GENOME AND CELL BIOLOGY, AND TO DEVELOPING TRANSFORMATIVE NEW APPROACHES TO BIOMEDICAL RESEARCH. SCIENTIFIC AREAS INCLUDE CHEMICAL BIOLOGY AND THERAPEUTICS, GENOME REGULATION, CELLULAR CIRCUITRY AND EPIGENOMICS, MEDICAL AND POPULATION GENETICS, AND METABOLISM. BROAD'S RESEARCHERS BRING EXPERTISE IN DIFFERENT TECHNOLOGY AREAS, CALLED PLATFORMS, TO COLLABORATE ON CHALLENGING PROJECTS THAT COULD NOT BE DONE WITHIN A TYPICAL RESEARCH LABORATORY. TECHNOLOGY AREAS INCLUDE DATA SCIENCES AND DATA ENGINEERING, GENETIC PERTURBATION, GENOMICS, IMAGING, METABOLOMICS AND PROTEOMICS. THE INSTITUTE IS FOCUSED ON USING COLLABORATIVE APPROACHES TO MAKE FOUNDATIONAL ADVANCES IN A NUMBER OF DISEASE AREAS. THESE AREAS INCLUDE CANCER, CARDIOVASCULAR DISEASE, DIABETES, INFECTIOUS DISEASE AND MICROBIOME, OBESITY, PSYCHIATRIC DISEASE, RARE DISEASE AND IMMUNOLOGICAL DISEASE. THE BROAD INSTITUTE IS COMMITTED TO MAKING THE EXTENSIVE DATA, METHODS, AND TECHNOLOGIES IT GENERATES SECURELY, RAPIDLY AND READILY ACCESSIBLE TO THE SCIENTIFIC COMMUNITY TO DRIVE BIOMEDICAL PROGRESS AROUND THE WORLD. OVER 8,700 SCIENTIFIC PUBLICATIONS TO DATE HAVE RESULTED FROM BROAD RESEARCH. THE BROAD INSTITUTE HOLDS AN ANNUAL SCIENTIFIC RETREAT, A TWO-DAY MEETING FEATURING PRESENTATIONS AND POSTERS ON A VARIETY OF RESEARCH PROJECTS ACROSS THE INSTITUTE, ATTENDED BY APPROXIMATELY 1,800 PARTICIPANTS FROM THE COMMUNITY. THE BROAD'S EDUCATIONAL OUTREACH PROGRAM ENGAGES BOSTON-CAMBRIDGE AREA HIGH SCHOOL STUDENTS IN SCIENTIFIC RESEARCH BY PROVIDING SUMMER INTERNSHIPS AND SEMESTER-LONG RESEARCH PROJECTS. IN 2017, 11 HIGH SCHOOL STUDENTS PARTICIPATED IN A SUMMER SCHOLARS PROGRAM AND ONE UNDERGRADUATE STUDENT INTERNED WITH THE OFFICE OF DIVERSITY, EDUCATION AND OUTREACH DURING THE ACADEMIC YEAR. IN ADDITION, THE EDUCATIONAL PROGRAM SPONSORS CLASS VISITS TO THE BROAD. THERE WERE 20 EDUCATIONAL TOURS IN 2017 THAT INCLUDED APPROXIMATELY 380 HIGH SCHOOL STUDENTS. BROAD PARTICIPATED IN NETPALS IN 2017, WHICH MATCHED 32 MIDDLE SCHOOL STUDENTS WITH 32 SCIENTIST MENTORS. ALSO IN 2017, AS PART OF THE THIRD ANNUAL BROAD SCIENTISTS IN THE CLASSROOM PROGRAM WITH CAMBRIDGE PUBLIC SCHOOLS, BROAD SCIENTISTS VISITED 8TH GRADE CLASSROOMS THROUGHOUT A GENETICS AND EVOLUTION UNIT. 22 BROAD SCIENTISTS WERE INVOLVED IN THIS INITIATIVE, SERVING APPROXIMATELY 355 STUDENTS. THE OFFICE OF DIVERSITY, EDUCATION AND OUTREACH ALSO REPRESENTED BROAD AT THE NATIONAL ALLIANCE FOR BROADER IMPACTS, SOCIETY OF ADVANCEMENT OF CHICANOS AND NATIVE AMERICANS, ANNUAL BIOMEDICAL RESEARCH CONFERENCE FOR MINORITY STUDENTS, AND UNDERSTANDING INTERVENTIONS CONFERENCE, FOR THE PURPOSE OF NETWORKING WITH LOCAL EDUCATION AND OUTREACH PROGRAMS. BROAD ALSO HOSTED AN ACTIVITY BOOTH AND SCIENCE TRIVIA CHALLENGE AT THE CAMBRIDGE SCIENCE FESTIVAL WHERE STUDENTS HAD THE OPPORTUNITY TO MEET AND INTERACT WITH BROAD SCIENTISTS, REACHING ABOUT 400 K-12 STUDENTS. TO HELP INSPIRE YOUNG PEOPLE AND INCREASE THE NUMBER OF SCIENTISTS FROM DIVERSE BACKGROUNDS, THE BROAD'S DIVERSITY INITIATIVE IN SCIENTIFIC RESEARCH OFFERS PROGRAMS FOR MINORITIES AT DIFFERENT STAGES OF THEIR EDUCATION AND CAREERS. IN 2017, 27 HIGH SCHOOL STUDENTS, 15 UNDERGRADUATE STUDENTS AND 6 FACULTY MEMBERS PARTICIPATED IN THESE PROGRAMS. RELATIONSHIPS AMONG FORM 990 PART VI, LINE 2 PHILLIP SHARP IS AN EMPLOYEE OF MIT AND L. RAFAEL REIF IS THE PRESIDENT OF MIT; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. GEORGE Q. DALEY IS AN EMPLOYEE OF HARVARD AND DREW GILPIN FAUST IS THE PRESIDENT OF HARVARD; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. GERUN RILEY IS PRESIDENT OF THE ELI AND EDYTHE BROAD FOUNDATION AND ELI BROAD IS THE FOUNDER; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. MEMBERS FORM 990 PART VI, LINE 6 THE MEMBERS OF THE BROAD INSTITUTE CONSIST OF MIT, HARVARD, AND THE ELI AND EDYTHE BROAD FOUNDATION. DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS FORM 990 PART VI, LINE 7A AND 7B BROAD MEMBERS (HARVARD, MIT AND THE BROAD FOUNDATION) EXERCISE ALL POWERS CONSISTENT WITH THE ACTIVITIES AND AFFAIRS OF THE BROAD INSTITUTE. THE MEMBERS HAVE ALL POWERS AND RIGHTS AS ARE VESTED IN THEM BY LAW, THE ARTICLES OF ORGANIZATION AND THE BY-LAWS, WHICH INCLUDE AMENDMENTS TO THE BY-LAWS AND ARTICLES OF INCORPORATION, THE ELECTION OR REPLACEMENT OF DIRECTORS AND DISSOLUTION OF THE INSTITUTE. THE MEMBERS SHALL HOLD AN ANNUAL MEETING FOR ELECTION OF DIRECTORS AND FOR THE CONDUCT OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. REVIEW OF 990 FORM 990, PART VI, LINE 11B THE BROAD INSTITUTE'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF THE INSTITUTE'S AUDITORS, PRICEWATERHOUSECOOPERS LLP. THE DRAFT FORM 990 WAS PROVIDED TO THE INSTITUTE'S SENIOR MANAGEMENT AND AUDIT, RISK AND COMPLIANCE COMMITTEE FOR REVIEW AND COMMENT. THE FULL BOARD RECEIVED A COMPLETED COPY OF THE FORM 990 PRIOR TO THE FORM BEING FILED WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C Each Director and Officer has a duty to place the interest of the Institute foremost in any dealing with the Institute and has a continuing responsibility to comply with the requirements of this Policy. Promptly following their election or appointment, and thereafter not later than the first day of December of each year, each Director and Officer shall acknowledge his or her familiarity with this Policy and shall disclose in writing to the Chairman of the Board any existing financial or other material interests subject to this Policy by completing a Conflict Of Interest Disclosure Statement. The Conflict Of Interest Disclosure Statements shall be reviewed by the Chairman of the Board. Any issues not previously disclosed shall be referred by him or her to the Board or appropriate Committee. The Conflict Of Interest Disclosure Statements shall be retained in the confidential files of the Chairman of the Board. COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE BROAD INSTITUTE ENGAGED A CONSULTING FIRM TO CONDUCT AN INDEPENDENT STUDY FOR THE PRESIDENT/CEO'S COMPENSATION AND FOR THE COMPENSATION OF OTHER TOP ADMINISTRATIVE POSITIONS, IN 2014 AND 2018, RESPECTIVELY. PRESIDENT/CEO COMPENSATION IS CURRENTLY UNDER REVIEW. THE STUDY FINDINGS WERE PRESENTED TO THE LEADERSHIP, POLICY AND GOVERNANCE COMMITTEE WHO REVIEWED, AND THEIR DELIBERATIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. PUBLIC DISCLOSURE OF DOCUMENTS FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. THE FORM 1023 IS MADE AVAILABLE UPON REQUEST. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, LINE 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE ANNUALLY FILED MASSACHUSETTS FORM PC, WHICH IS AVAILABLE TO THE PUBLIC. THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $617,377 AND A LOSS ON DEBT REFUNDING RESULTING FROM THE 2011 SERIES A BOND REFINANCING OF $26,002,414 RECOGNIZED IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. CLINICAL RESEARCH SEQ PLATFORM LLC 415 MAIN STREET CAMBRIDGE MA 02142 352469571 SEQUENCING MA 14160839 4988161 BROAD INST GENOME BRIDGE LLC 415 MAIN STREET CAMBRIDGE MA 02142 900984758 COMBINE DATA MA 0 0 BROAD INST THE STANLEY FUND FOR THE BROAD INSTITUTE 415 MAIN SREET CAMBRIDGE MA 02142 465574304 SUPPORT. ORG. MA 501(c)(3) 12a BROAD INST true false false true false false false false false false false false true false false false false false false true THE STANLEY FUND FOR THE BROAD INSTITUTE C 52000000 BOOK VALUE THE STANLEY FUND FOR THE BROAD INSTITUTE S 12500000 BOOK VALUE