WOODS HOLE OCEANOGRAPHIC INSTITUTION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WOODS HOLE OCEANOGRAPHIC INSTITUTION (EIN 04-2105850)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-14
IRS object ID: 201743189349302724
Schema version: 2016v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-14T08:58:30-06:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042105850	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY FERNANDEZ	PersonNm
Person Title	VP OPS & CFO	PersonTitleTxt
Phone	5084572000	PhoneNum
Signature	2017-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6175305000	PhoneNum
Preparation	2017-11-09	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	155.201.188.7	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04363820173185000001	FederalOriginalSubmissionId
Federal Original Submission Id	2017-11-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DBF1439FAE891CFA422EC40ADE1213A14C783EDF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8B7C18A0A549DB8B36FA7F34EE8F07582F25FCBF	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$240,638,597	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.whoi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1930	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	32	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	1082	TotalEmployeeCnt
Total Volunteers	133	TotalVolunteersCnt
Total Gross UBI	$1,355,589	TotalGrossUBIAmt
PY Contributions Grants	$213,415,785	PYContributionsGrantsAmt
CY Contributions Grants	$206,600,438	CYContributionsGrantsAmt
PY Program Service Revenue	$5,704,950	PYProgramServiceRevenueAmt
CY Program Service Revenue	$6,977,967	CYProgramServiceRevenueAmt
PY Investment Income	$6,702,823	PYInvestmentIncomeAmt
CY Investment Income	$18,275	CYInvestmentIncomeAmt
PY Other Revenue	$625,435	PYOtherRevenueAmt
CY Other Revenue	$2,130,637	CYOtherRevenueAmt
PY Total Revenue	$226,448,993	PYTotalRevenueAmt
CY Total Revenue	$215,727,317	CYTotalRevenueAmt
PY Grants And Similar Paid	$9,224,517	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$9,016,343	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$92,560,267	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$95,975,354	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$71,567	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,603,980	CYTotalFundraisingExpenseAmt
PY Other Expenses	$134,442,510	PYOtherExpensesAmt
CY Other Expenses	$131,304,817	CYOtherExpensesAmt
PY Total Expenses	$236,227,294	PYTotalExpensesAmt
CY Total Expenses	$236,368,081	CYTotalExpensesAmt
PY Revenues Less Expenses	-$9,778,301	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$20,640,764	CYRevenuesLessExpensesAmt
Total Assets BOY	$568,116,376	TotalAssetsBOYAmt
Total Assets EOY	$569,858,558	TotalAssetsEOYAmt
Total Liabilities BOY	$226,359,151	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$231,539,764	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$341,757,225	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$338,318,794	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$199,760,193	ExpenseAmt
Grant	$8,531,164	GrantAmt
Revenue	$2,939,978	RevenueAmt
Desc	Sponsored and Institutional Research in oceanography and related fields: Of the 1016 Sponsored Research Awards, 546 awards are from 8 Federal agencies and 470 are from 142 other sponsors. Institution Research sponsored 90 projects from unrestricted funds. In addition, Woods Hole Oceanographic Institution issued 531 publications in 2016.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$11,360,636	ExpenseAmt
Grant	$485,179	GrantAmt
Revenue	$4,688,581	RevenueAmt
Desc	Education: Joint Graduate Program with M.I.T. in the marine sciences. In 2016 there were 117 Graduate Students, 24 degree recipients, 47 Post Doctoral Scholars and Fellows, 10 Geophysical Fluid Dynamics Program participants, 32 Summer Student Fellows, and 121 Guest Students.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$211,120,829	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	289	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1082	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	32	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

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

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARK ABBOTT
PRESIDENT/DIRECTOR	40.0	0.0	Yes (X)	Yes (X)	$423,298	$0	$204,717
David Scully
CHAIRMAN OF LIFE TRUSTEES	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JEFFERSON E HUGHES JR
VICE CHAIR BOARD	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
STEVEN G HOCH
CHAIRMAN OF CORP	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
CHRISTOPHER LAND
VP LEGAL/GEN CNSL/CLERK	40.0	0.0	Yes (X)	Yes (X)	$256,697	$0	$41,464
HARDWICK SIMMONS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JAMES A AUSTIN JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
RODNEY B BERENS
TRUSTEE (UNTIL 10/16)	2.5	0.0	Yes (X)		$0	$0	$0
COLEMAN P BURKE
TRUSTEE (UNTIL 5/16)	2.5	0.0	Yes (X)		$0	$0	$0
JAMES M CLARK JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ROBERT BAYLIS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ROBERT A DAY JR
TRUSTEE (UNTIL 5/16)	2.5	0.0	Yes (X)		$0	$0	$0
ALFRED T DENGLER
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
SARA G DENT
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ROBERT C DUCOMMUN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
RICHARD A FALKENRATH JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
MICHELE S FOSTER
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
CHRISTINE FOX
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOSEPH HOOPES
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
HAMILTON E JAMES
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ERIC H JOSTROM
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
ANNE C KROENBERG
TREASURER	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
GEORGETTE C MCCONNELL
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOYCE K MOSS
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
NANCY S NEWCOMB
TRUSTEE (UNTIL 5/16)	2.5	0.0	Yes (X)		$0	$0	$0
JOSEPH F PATTON JR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JAMES P ROSENFIELD
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
STEPHEN E TAYLOR
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JEAN C TEMPEL
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
GEOFFREY A THOMPSON
TRUSTEE (UNTIL 5/16)	2.5	0.0	Yes (X)		$0	$0	$0
THOMAS J TIERNEY
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
EDMUND B WOOLLEN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
EDWARD TREGURTHA
TRUSTEE (AS OF 5/16)	2.5	0.0	Yes (X)		$0	$0	$0
NEWTON PS MERRILL
CHAIR OF LIFE TRUSTEES	2.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
LAURENCE FISH
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JOHN F O'BRIEN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
MARGARET FLANAGAN
TRUSTEE	2.5	0.0	Yes (X)		$0	$0	$0
JEFFREY A FERNANDEZ
CFO/VP OPERATIONS	40.0	0.0		Yes (X)	$333,067	$0	$114,373
LAURENCE MADIN
DEP DIRECTOR & VP OF RESEARCH	40.0	0.0			$308,251	$0	$54,969	Yes (X)
ROBERT MUNIER
VP MAR FAC & OP	40.0	0.0			$279,408	$0	$51,902	Yes (X)
JAMES YODER
VICE PRESIDENT OF ACADEMICS	40.0	0.0			$254,564	$0	$82,326		Yes (X)
ROBERT WELLER
SENIOR SCIENTIST	40.0	0.0			$260,398	$0	$57,129		Yes (X)
DONALD ANDERSON
SENIOR SCIENTIST	40.0	0.0			$220,555	$0	$61,432		Yes (X)
JAMES BELLINGHAM
SENIOR SCIENTIST	40.0	0.0			$216,156	$0	$49,107		Yes (X)
CHARLES GAUVIN
CHIEF DEVELOPMENT OFFICER	40.0	0.0			$266,010	$0	$33,443		Yes (X)
THOMAS G NEMMERS
EXEC. PROJ. MGR/FORMER CLERK	40.0	0.0			$76,050	$0	$33,417			Yes (X)
SUSAN K AVERY
FORMER PRESIDENT	40.0	0.0			$268,000	$0	$0			Yes (X)
DANA FERNANDEZ
CONTROLLER	40.0	0.0			$189,151	$0	$48,297			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,351,605	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$832,576	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	212	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
TELEDYNE WEBB RESEARCH
49 EDGERTON DRIVE	NORTH FALMOUTH	MA	02556	SCIENTIFIC RESEARCH	$2,608,178
RAYTHEON COMPANY
50 APPLE HILL DRIVE	TEWKSBURY	MA	01876	SCIENTIFIC RESEARCH	$4,235,903
WORLD-LINK COMMUNICATIONS INC
1101 WORCESTER ROAD	FRAMINGHAM	MA	01701	SCIENTIFIC RESEARCH	$2,088,356
DETYENS SHIPYARD INC
1670 Dry Dock Ave 200	NORTH CHARLESTON	SC	29405	SCIENTIFIC RESEARCH	$6,720,809
MRV SYSTEMS LLC
11558 Sorrento Valley Rd 1	SAN DIEGO	CA	92121	SCIENTIFIC RESEARCH	$2,041,875

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	114	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Government Grants	$166,347,303	GovernmentGrantsAmt
All Other Contributions	$40,253,135	AllOtherContributionsAmt
Noncash Contributions	$460,241	NoncashContributionsAmt
Total Contributions	$206,600,438	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
EDUCATION	900099	$4,688,581	$4,688,581
CHARTER INCOME	900099	$1,665,744	$1,093,196	$572,548
CENTER FOR MARINE ROBOTICS REVENUE	900099	$402,084	$402,084
INFO CENTER INCOME	541900	$221,558	$221,558

Field	Value	IRS element (for citing)
Total Program Service Revenue	$6,977,967	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,275	TotalRevenueColumnAmt
Unrelated Business Revenue	$783,041	UnrelatedBusinessRevenueAmt
Exclusion	-$764,766	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$349,450	TotalRevenueColumnAmt
Related Or Exempt Func Income	$216,657	RelatedOrExemptFuncIncomeAmt
Exclusion	$132,793	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$544,611	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$316,566	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$228,045	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$228,045	TotalRevenueColumnAmt
Exclusion	$228,045	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$24,594,714	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,594,714	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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

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

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

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

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
INSURANCE RECOVERY	900099	$1,487,462	$1,006,483	$480,979
OTHER REVENUE	900099	$65,680		$65,680

Field	Value	IRS element (for citing)
Other Revenue Total	$1,553,142	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$215,727,317	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,628,559	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,355,589	UnrelatedBusinessRevenueAmt
Exclusion	$142,731	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$9,016,343	TotalAmt
Program Services	$9,016,343	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,562,991	TotalAmt
Program Services	$491,141	ProgramServicesAmt
Management And General	$981,743	ManagementAndGeneralAmt
Fundraising	$90,107	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$256,842	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$256,842	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$65,023,479	TotalAmt
Program Services	$54,980,743	ProgramServicesAmt
Management And General	$8,654,392	ManagementAndGeneralAmt
Fundraising	$1,388,344	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$13,915,000	TotalAmt
Program Services	$11,547,771	ProgramServicesAmt
Management And General	$2,062,990	ManagementAndGeneralAmt
Fundraising	$304,239	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,298,952	TotalAmt
Program Services	$8,546,888	ProgramServicesAmt
Management And General	$1,526,887	ManagementAndGeneralAmt
Fundraising	$225,177	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,918,090	TotalAmt
Program Services	$4,081,421	ProgramServicesAmt
Management And General	$729,139	ManagementAndGeneralAmt
Fundraising	$107,530	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,706,050	TotalAmt
Program Services	$1,586,865	ProgramServicesAmt
Management And General	$96,808	ManagementAndGeneralAmt
Fundraising	$22,377	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$628,333	TotalAmt
Program Services	$192,822	ProgramServicesAmt
Management And General	$435,331	ManagementAndGeneralAmt
Fundraising	$180	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$603,172	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$603,172	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$71,567	TotalAmt
Fundraising	$71,567	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,883,536	TotalAmt
Program Services	$72,795	ProgramServicesAmt
Management And General	$2,810,741	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$766,432	TotalAmt
Program Services	$750,958	ProgramServicesAmt
Management And General	$15,460	ManagementAndGeneralAmt
Fundraising	$14	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$363,998	TotalAmt
Program Services	$277,130	ProgramServicesAmt
Management And General	$34,223	ManagementAndGeneralAmt
Fundraising	$52,645	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,737,896	TotalAmt
Program Services	$19,469,996	ProgramServicesAmt
Management And General	$240,332	ManagementAndGeneralAmt
Fundraising	$27,568	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$617,603	TotalAmt
Program Services	$530,976	ProgramServicesAmt
Management And General	$76,794	ManagementAndGeneralAmt
Fundraising	$9,833	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,616,328	TotalAmt
Program Services	$4,073,517	ProgramServicesAmt
Management And General	$477,776	ManagementAndGeneralAmt
Fundraising	$65,035	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,882,259	TotalAmt
Program Services	$5,601,679	ProgramServicesAmt
Management And General	$216,702	ManagementAndGeneralAmt
Fundraising	$63,878	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

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

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,494,290	TotalAmt
Program Services	$4,352,598	ProgramServicesAmt
Management And General	$141,692	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,084,246	TotalAmt
Program Services	$9,590,545	ProgramServicesAmt
Management And General	$493,701	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,360,922	TotalAmt
Program Services	$3,396,555	ProgramServicesAmt
Management And General	$964,057	ManagementAndGeneralAmt
Fundraising	$310	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT	$27,198,947	$27,112,460	$65,594	$20,893
OUTSIDE SERVICES	$18,988,184	$18,258,493	$710,864	$18,827
EQUIPMENT RENT & MAINTENANCE	$6,444,985	$5,921,513	$442,708	$80,764
SUBCONTRACTS	$15,627,947	$15,627,947	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,299,689	TotalAmt
Program Services	$5,639,673	ProgramServicesAmt
Management And General	$605,324	ManagementAndGeneralAmt
Fundraising	$54,692	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$236,368,081	TotalAmt
Program Services	$211,120,829	ProgramServicesAmt
Management And General	$22,643,272	ManagementAndGeneralAmt
Fundraising	$2,603,980	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$4,064,673	BOYAmt
EOY	-$562,938	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$26,405,704	BOYAmt
EOY	$21,782,882	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,779,755	BOYAmt
EOY	$3,044,822	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$51,429,788	BOYAmt
EOY	$46,335,934	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$679,094	BOYAmt
EOY	$607,432	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,816,698	BOYAmt
EOY	$1,960,834	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,642,477	BOYAmt
EOY	$11,273,659	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$224,647,139	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$139,785,894	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$84,743,420	BOYAmt
EOY	$84,861,245	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,885,814	BOYAmt
EOY	$3,787,887	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$388,694,454	BOYAmt
EOY	$392,184,813	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,103,845	BOYAmt
EOY	$4,581,988	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$568,116,376	BOYAmt
EOY	$569,858,558	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$25,853,472	BOYAmt
EOY	$27,962,587	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,541,969	BOYAmt
EOY	$12,580,510	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,079,559	BOYAmt
EOY	$52,336,160	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$16,000,000	BOYAmt
EOY	$13,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$112,884,151	BOYAmt
EOY	$125,660,507	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$226,359,151	BOYAmt
EOY	$231,539,764	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$12,865,051	BOYAmt
EOY	-$25,044,464	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$259,309,387	BOYAmt
EOY	$265,784,202	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$95,312,889	BOYAmt
EOY	$97,579,056	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$341,757,225	BOYAmt
EOY	$338,318,794	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$568,116,376	BOYAmt
EOY	$569,858,558	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$20,640,764	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$27,078,630	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$9,876,297	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$199,587,473	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$194,620,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$215,911,523	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$213,556,790	CurrentTaxYearMinus1YearAmt
Current Tax Year	$206,600,438	CurrentTaxYearAmt
Total	$1,030,277,188	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$199,587,473	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$194,620,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$215,911,523	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$213,556,790	CurrentTaxYearMinus1YearAmt
Current Tax Year	$206,600,438	CurrentTaxYearAmt
Total	$1,030,277,188	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$4,677,914	SubstantialContributorsTotAmt
Public Support Total170	$1,025,599,274	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,540,848	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,370,579	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,404,645	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$975,807	CurrentTaxYearMinus1YearAmt
Current Tax Year	$129,295	CurrentTaxYearAmt
Total	$8,421,174	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$42,205	CurrentTaxYearMinus3YearsAmt
Total	$42,205	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$841,419	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$264,749	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$440,317	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,037,056	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,553,142	CurrentTaxYearAmt
Total	$4,136,683	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,042,877,250	TotalSupportAmt
Gross Receipts Rltd Activities	$47,355,495	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.98343	PublicSupportCY170Pct
Public Support PY170	0.98423	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$528	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$10,504	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$100	RalliesDemonstrationsAmt
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$11,132	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LOBBYING ACTIVITY EXPLANATION	FormAndLineReferenceDesc
Explanation	THE WOODS HOLE OCEANOGRAPHIC INSTITUTION DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE WOODS HOLE OCEANOGRAPHIC INSTITUTION EMPLOYS A DIRECTOR OF GOVERNMENT RELATIONS TO LOBBY ON A BROAD RANGE OF POLICY AND SPENDING LEGISLATION RELATING TO OCEAN SCIENCE. SPECIFICALLY, WHOI LOBBIES FOR INCREASED FUNDING FOR COMPETITIVE OCEAN SCIENCE GRANT PROGRAMS IN THE US NAVY, THE NATIONAL SCIENCE FOUNDATION, AND THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION. IN ADDITION, THE INDIVIDUAL REPORTS TO WOODS HOLE OCEANOGRAPHIC INSTITUTION ON DEVELOPMENTS AND ISSUES OF INTEREST TO AND/OR FACING THE INSTITUTION. FOR THE YEAR ENDED DECEMBER 31, 2016, WHOI PAID $273 IN COMPENSATION TO THIS INDIVIDUAL FOR LOBBYING ACTIVITIES. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY PRODUCED COSTS OF $1,154 FOR DOMESTIC TRAVEL, MEALS, AND OFFICE RENT. THE ORGANIZATION PAID MEMBERSHIP DUES OF $100 TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. ADDITIONAL COSTS WERE INCURRED FOR MAILINGS $528. WHOI ALSO PROVIDES EXPERT ADVICE TO CONGRESS ON OCEAN MATTERS INCLUDING ENVIRONMENTAL QUALITY, CLIMATE CHANGE AND MARINE RESOURCES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Total Easements	2	TotalEasementsCnt
Total Acreage	15.45	TotalAcreageCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (true)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	12.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$1,278	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (true)	Section170hRqrStsfdInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$370,305,446	BeginningYearBalanceAmt
Contributions	$2,142,811	ContributionsAmt
Investment Earnings Or Losses	$54,879,456	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,290,275	OtherExpendituresAmt
End Year Balance	$409,037,438	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$329,699,724	BeginningYearBalanceAmt
Contributions	$4,707,590	ContributionsAmt
Investment Earnings Or Losses	$40,348,644	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,450,512	OtherExpendituresAmt
End Year Balance	$370,305,446	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.17500	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.59400	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23100	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$5,247	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$1,826,901	OtherCostOrOtherBasisAmt
Book Value	$1,832,148	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$574,821	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$70,537,288	OtherCostOrOtherBasisAmt
Depreciation	$27,875,939	DepreciationAmt
Book Value	$43,236,170	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,840,737	OtherCostOrOtherBasisAmt
Depreciation	$31,990,783	DepreciationAmt
Book Value	$6,849,954	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$991,497	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$111,870,648	OtherCostOrOtherBasisAmt
Depreciation	$79,919,172	DepreciationAmt
Book Value	$32,942,973	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$84,861,245	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PVT EQTY,VENTURE CAP, & OTHER	$29,550,123	F
MULTI-STRATEGY INVESTMENT FUND	$362,634,690	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$392,184,813	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
SUPPLEMENT RETIREMENT RESERVE	$10,918,509
ACCRUED PENSION LIABILITY	$114,741,998

Field	Value	IRS element (for citing)
Total Liability	$125,660,507	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$226,552,632	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$27,078,630	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$1,580,611	DonatedServicesAndUseFcltsAmt
Other Revenue	-$14,976,619	OtherRevenueAmt
Revenue Not Reported	$13,682,622	RevenueNotReportedAmt
Revenue Subtotal	$212,870,010	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,810,741	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$46,566	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,857,307	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$215,727,317	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$233,954,233	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$1,580,611	DonatedServicesUseFcltsAmt
Other Expenses Included	$316,566	OtherExpensesIncludedAmt
Expenses Not Reported	$1,897,177	ExpensesNotReportedAmt
Expenses Subtotal	$232,057,056	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,810,741	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$1,500,284	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$4,311,025	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$236,368,081	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CONSERVATION EASEMENTS	FORM 990, SCHEDULE D, PART II, LINE 5 FACILITIES OFFICE PERSONNEL WALK THE CONSERVATION EASEMENT AREAS TWICE A YEAR TO ENSURE THAT THERE ARE NO ENCROACHMENTS ON THE 15.45 ACRES AND THAT THERE ARE NO PROHIBITED USES AS DEFINED IN THE TERMS OF THE CONSERVATION RESTRICTIONS.
FORM 990, SCHEDULE D, PART II, LINE 9	THE WOODS HOLE OCEANOGRAPHIC INSTITUTION'S CONSERVATION EASEMENTS ARE NOT ACCOUNTED FOR SEPARATELY, BUT ARE INCLUDED AS PART OF LAND ON THE BALANCE SHEET. ORGANIZATIONS MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILIAR ASSETS FORM 990, SCHEDULE D, PART III, LINE 4 In 2013, Woods Hole Oceanographic Institution (WHOI) added the Deepsea Challenger, a human occupied submersible vehicle, to its collection. WHOI scientists and engineers collaborated with the Deepsea CHALLENGER ENGINEERING TEAM TO CONDUCT A FULL SYSTEM SURVEY, COMPLETELY DISASSEMBLING AND REASSEMBLING THE VEHICLE, AND TO DOCUMENT AND DETAIL THE DESIGN APPROACH TO THE VEHICLE'S SUBSYSTEMS. WHOI ENGINEERS HAVE PRESENTED THEIR FINDINGS TO THE OCEAN ENGINEERING COMMUNITY AND INFORMATION ABOUT THE DEEPSEA CHALLENGER IS INCLUDED ON WHOI'S WEBSITE.
INTENDED USE OF ENDOWMENT FUND	FORM 990, SCHEDULE D, PART V, LINE 4 -PROVIDE A STREAM OF INCOME IN SUPPORT OF ANNUAL BUDGETARY NEEDS. -PRESERVE AND ENHANCE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER. -PROVIDE SUPPORT FOR CAPITAL INVESTMENT NEEDS AS THEY ARISE.
other liabilities	SCHEDULE D, PART X, LINE 2 Woods Hole Oceanographic Institution does not have a fin 48 footnote in its financial statements.
REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XI, LINE 2D PENSION RELATED CHANGES OTHER THAN COST $(9,266,440) CHANGE IN SPLIT INTEREST AGREEMENTS 206,830 Return on Investment for Retiree & Active Med. 864,581 Net Periodic Benefit Cost (5,281,306) Swap Interest Expense (1,500,284) ============== TOTAL $(14,976,619) REVENUE INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE $316,566 CHANGE IN NET ASSETS (270,000) ============= TOTAL $46,566
EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE $316,566 EXPENSES INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XII, LINE 4B Swap Interest Expense $1,500,284

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	1	Program Services	SHIP OPERATIONS	$2,600
North America	2	Program Services	SHIP OPERATIONS	$12,129
Central America and the Caribbean	1	Program Services	SHIP OPERATIONS	$4,130
Central America and the Caribbean	1	Program Services	SCIENTIFIC RESEARCH	$262
East Asia and the Pacific	17	Program Services	SCIENTIFIC RESEARCH	$84,030
Europe (Including Iceland and Greenland)	56	Program Services	SCIENTIFIC RESEARCH	$149,537
North America	23	Program Services	SCIENTIFIC RESEARCH	$46,887
South America	6	Program Services	SCIENTIFIC RESEARCH	$37,376
Sub-Saharan Africa	1	Program Services	SCIENTIFIC RESEARCH	$1,096
Central America and the Caribbean		Investments		$9,337,837

Field	Value	IRS element (for citing)
Subtotal Employees	108	SubtotalEmployeesCnt
Total Employee	108	TotalEmployeeCnt
Subtotal Spent	$9,675,884	SubtotalSpentAmt
Total Spent	$9,675,884	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

DESCRIPTION OF FOREIGN ACTIVITIES

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

ACTIVITIES PER REGION

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt
BALLANTINE CORPORATION
MAILING	false	$18,059	$16,688
EDWARD FONES
SEE PART IV	false		$54,879

Field	Value	IRS element (for citing)
Total Gross Receipts	$18,059	TotalGrossReceiptsAmt
Total Retained By Contractors	$71,567	TotalRetainedByContractorsAmt
Licensed States	CT	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NY	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Cash GrantCashGrantAmt
TUITION/FELLOWSHIPS & SCHOLARSHIPS	145	$6,745,356	BOOK	TUITION
STIPENDS	109				$2,270,987

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK ABBOTT
PRESIDENT/DIRECTOR	$420,526	$0	$0	$0	$2,772	$0	$170,903	$0	$33,814	$0	$628,015	$0	$0	$0
SUSAN K AVERY
FORMER PRESIDENT	$268,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$268,000	$0	$0	$0
CHRISTOPHER LAND
VP LEGAL/GEN CNSL/CLERK	$256,260	$0	$0	$0	$437	$0	$21,155	$0	$20,309	$0	$298,161	$0	$0	$0
JEFFREY A FERNANDEZ
CFO/VP OPERATIONS	$321,940	$0	$0	$0	$11,127	$0	$76,500	$0	$37,873	$0	$447,440	$0	$0	$0
LAURENCE MADIN
DEP DIRECTOR & VP OF RESEARCH	$288,525	$0	$0	$0	$19,726	$0	$35,001	$0	$19,968	$0	$363,220	$0	$0	$0
ROBERT MUNIER
VP MAR FAC & OP	$275,740	$0	$0	$0	$3,668	$0	$26,500	$0	$25,402	$0	$331,310	$0	$0	$0
JAMES YODER
VICE PRESIDENT OF ACADEMICS	$253,136	$0	$0	$0	$1,428	$0	$60,968	$0	$21,358	$0	$336,890	$0	$0	$0
ROBERT WELLER
SENIOR SCIENTIST	$239,624	$0	$0	$0	$20,774	$0	$36,061	$0	$21,068	$0	$317,527	$0	$0	$0
DANA FERNANDEZ
CONTROLLER	$188,751	$0	$0	$0	$400	$0	$32,128	$0	$16,169	$0	$237,448	$0	$0	$0
DONALD ANDERSON
SENIOR SCIENTIST	$213,789	$0	$0	$0	$6,766	$0	$35,000	$0	$26,432	$0	$281,987	$0	$0	$0
JAMES BELLINGHAM
SENIOR SCIENTIST	$215,248	$0	$0	$0	$908	$0	$18,040	$0	$31,067	$0	$265,263	$0	$0	$0
CHARLES GAUVIN
CHIEF DEVELOPMENT OFFICER	$264,277	$0	$0	$0	$1,733	$0	$7,135	$0	$26,308	$0	$299,453	$0	$0	$0
THOMAS G NEMMERS
EXEC. PROJ. MGR/FORMER CLERK	$68,091	$0	$0	$0	$7,959	$0	$17,493	$0	$15,924	$0	$109,467	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FIRST CLASS TRAVEL

FORM 990, SCHEDULE J, LINES 1A & 2 JEFFREY FERNANDEZ TRAVELED FIRST CLASS VIA TRAIN IN CONNECTION WITH THE BUSINESS PURPOSES OF WOODS HOLE OCEANOGRAPHIC INSTITUTION. SUCH TRAVEL WAS TREATED AS NON-TAXABLE AND REVIEWED AND APPROVED PURSUANT TO THE ORGANIZATION'S TRAVEL EXPENSE REIMBURSMENT POLICY. FERNANDEZ'S TOTAL FIRST CLASS TRAVEL EXPENSES FOR 2016 WERE $91, FOR WHICH HE REIMBURSED THE ORGANIZATION. Housing Allowance or Residence for Personal Use Form 990, Schedule J, Line 1A DR. Mark R Abbott received housing as a condition of employment for the convenience of the employer. Such amounts ARE not considered taxable compensation. The value of the housing is included in Schedule J, Part II, Column (D).

SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN

FORM 990, SCHEDULE J, LINE 4B THE ORGANIZATION MAINTAINS A RETIREMENT BENEFIT RESTORATION PLAN ("PLAN") FOR CERTAIN EMPLOYEES. UNDER THE PLAN, PARTICIPANTS ARE ENTITLED TO CERTAIN RESTORATION BENEFIT PAYMENTS UPON OBTAINMENT OF TARGET RETIREMENT AGE, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION. No amounts were accrued under the plan in 2016. Pursuant to his employment agreement, DR. Mark R. Abbott is entitled to a discretionary bonus of up to $100,000 per year for five years. Subject to the officers continued employment as President and Director through September 30, 2020, the Institution shall pay the total of all annual bonus awards no later than December 31, 2020. The award of $70,833 accrued in 2016 is included in Schedule J, Part II, Column (C). Jeffrey Fernandez is entitled to a one-time lump-sum retention payment of $200,000 if he remains employed by the Institution through June 30, 2019. The amount accrued in 2016 of $50,000 is included in Schedule J, Part II, Column (C). Terms and Conditions of Discretionary Bonus Form 990, Schedule J, Line 7 WHOI provides DR. Mark R. Abbott with a discretionary bonus of up to $100,000 to be paid out in 2020. The bonus is at the discretion of the Board or the Compensation Committee. Please see disclosure for DR. Abbott in connection with Schedule J, Part I, Line 4b. FORM 990, SCHEDULE J, LINE 8 WHOI ENTERED INTO AN EMPLOYMENT CONTRACT WITH DR. MARK ABBOTT IN JUNE 2016. THE TERMS OF THIS CONTRACT INCLUDE A BASE SALARY, INCENTIVE PROGRAM, CONFIDENTIALITY, AND SEVERANCE PROVISION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

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

Field	Value	IRS element (for citing)
Bond Issuer EIN	042456011	BondIssuerEIN
CUSIP	57586ECE9	CUSIPNum
Bond Issued	2008-12-04	BondIssuedDt
Issue Price	$64,403,887	IssuePriceAmt
Purpose	Refinanced Bond Issue of 6/29/2004	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$11,963,067	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$64,482,881	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$592,200	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$10,190,681	CapitalExpendituresAmt
Other Spent Proceeds	$53,700,000	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2011	SubstantialCompletionYr
Current Refunding	Yes (true)	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	Yes (true)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (true)	EngageBondCounselResearchInd
Private Bus Use By Others	0.00074	PrivateBusUseByOthersPct
Total Private Business Use	0.00074	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	false	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Hedge Provider Name HedgeProviderName

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

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

GIC Provider Name GICProviderName

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

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	TOTAL PROCEEDS OF ISSUE	FormAndLineReferenceDesc
Explanation	SCHEDULE K, PART I, LINE A, COLUMN (F) REFINANCED BOND ISSUE OF 06/29/2004 AND CONSTRUCTION. SCHEDULE K, PART II, LINE 3 THE AMOUNT REPORTED INCLUDES TOTAL PROCEEDS OF ISSUE AND INTEREST EARNED OF $78,994. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 12/31/2014.	ExplanationTxt

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	32	ContributionCnt
Noncash Contributions Rpt F990	$460,241	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
MISSION STATEMENT	FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION IS DEDICATED TO RESEARCH AND EDUCATION TO ADVANCE UNDERSTANDING OF THE OCEAN AND ITS INTERACTION WITH THE EARTH SYSTEM, AND TO COMMUNICATING THIS UNDERSTANDING FOR THE BENEFIT OF SOCIETY. INVESTMENT INCOME FORM 990, PART I, LINE 10 AND PART VIII, LINE 3 AS OF DECEMBER 31, 2016 THE INSTITUTION ADOPTED ASU 2015-02 CONSOLIDATIONS: AMENDMENTS TO THE CONSOLIDATION ANALYSIS, WHICH DISCUSSES THE CONSOLIDATION OF LIMITED PARTNERSHIPS AND SIMILAR ENTITIES. AS A RESULT THE INSTITUTION WAS NO LONGER REQUIRED TO CONSOLIDATE ITS INVESTMENT IN WHOI INVESTMENT HOLDINGS LP, (WIH). THE IMPACT (AS IT RELATES SPECIFICALLY TO THE REPORTING OF INVESTMENT INCOME) WAS TO NO LONGER SEPARATELY REPORT PURCHASES, SALES AND REALIZED GAINS OF THE UNDERLYING INVESTMENTS OF THE WHOI LEGACY PORTFOLIO HELD BY WIH WITHIN THE WHOI FINANCIAL STATEMENTS, BUT TO ALLOW THOSE TRANSACTIONS TO BE REPORTED AT THE LP LEVEL WITH ONLY THE NET IMPACT TO FAIR VALUE (APPRECIATION) BEING RECORDED IN WHOI'S FINANCIAL STATEMENTS. DELEGATION OF BOARD AUTHORITY FORM 990, PART VI, LINE 1A THE BOARD OF TRUSTEES DELEGATES BROAD AUTHORITY TO ACT IN ITS STEAD TO AN EXECUTIVE COMMITTEE. PER THE BYLAWS, THE COMPOSITION AND SCOPE OF AUTHORITY OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN OF THE BOARD OF TRUSTEES; VICE CHAIRMAN OF THE BOARD OF TRUSTEES; CHAIRMAN OF THE CORPORATION; THE PRESIDENT AND DIRECTOR; THE TREASURER; THE CHAIRS OF THE BUSINESS DEVELOPMENT AND TECHNOLOGY TRANSFER COMMITTEE, COMPENSATION COMMITTEE, COMMITTEE ON THE BOARD, DEVELOPMENT COMMITTEE, INVESTMENT COMMITTEE, RESEARCH AND EDUCATION COMMITTEE; AND OTHER TRUSTEES AND LIFE TRUSTEES, FOR A TOTAL COMMITTEE MEMBERSHIP OF NOT MORE THAN FIFTEEN. THE CHAIRMAN OF THE BOARD OF TRUSTEES SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, SO FAR AS MAY BE PERMITTED BY LAW, ALL OF THE POWERS OF THE BOARD DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES EXCEPT SUCH POWERS OR DUTIES AS MAY HAVE BEEN SPECIFICALLY DELEGATED BY THE BOARD TO OTHER COMMITTEES OR OFFICERS, AND SHALL HAVE POWER TO AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT, AND SUCH OTHER POWERS AS THE BOARD MAY DELEGATE TO IT. THE EXECUTIVE COMMITTEE MAY HOLD MEETINGS AND MAKE RULES FOR THE CONDUCT OF ITS BUSINESS AS IT SHALL FROM TIME TO TIME DEEM NECESSARY OR ADVISABLE. THE PRESENCE OF AT LEAST FIVE MEMBERS OF THE EXECUTIVE COMMITTEE WHO ARE TRUSTEES SHALL CONSTITUTE A QUORUM AND MAY TAKE ACTION BY MAJORITY VOTE OF SUCH QUORUM. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD IN WRITING OR AT THE NEXT MEETING OF THE BOARD. CONSISTENT WITH THE PROVISIONS OF THE MASSACHUSETTS GENERAL LAWS, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO: (I) CHANGE THE PRINCIPAL OFFICE OF THE CORPORATION; (II) AMEND THE BYLAWS; (III) ELECT THE STATUTORY OFFICERS OF THE CORPORATION INCLUDING THE PRESIDENT AND DIRECTOR, TREASURER, AND CLERK, OR FILL VACANCIES IN SUCH OFFICES; (IV) CHANGE THE NUMBER OF THE BOARD OF TRUSTEES OR FILL VACANCIES IN THE BOARD OF TRUSTEES; OR (V) REMOVE OFFICERS OR TRUSTEES FROM OFFICE. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINES 6, 7A & 7B The WHOI Bylaws provide that the organization shall consist of a Board of Directors and separate corporate members. The bylaws further provide that there shall be not more than one hundred twenty elected members of the corporation at any one time. The Members of the Corporation are responsible to assure that the Corporation accomplishes its mission in the public interest. The Members shall have and exercise all rights and powers conferred upon members, generally, pursuant to Chapter 180 of the Massachusetts General Laws and such other powers and rights as are vested in them pursuant to the Articles of Organization of the Corporation or the organization's Bylaws, including, without limitation, the right to elect the Trustees from time to time.
FORM 990 REVIEW PROCESS	FORM 990, PART VI, LINE 11B WOODS HOLE OCEANOGRAPHIC INSTITUTION'S (WHOI) FORM 990 IS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS. FOLLOWING WHOI'S INTERNAL MANAGEMENT'S REVIEW, A DRAFT VERSION OF THE RETURN IS DISTRIBUTED TO THE AUDIT AND RISK COMMITTEE FOR REVIEW AND COMMENTS. ONCE THE RETURN HAS BEEN UPDATED WITH INTERNAL MANAGEMENT AND THE AUDIT AND RISK COMMITTEE'S COMMENTS, EACH VOTING MEMBER OF THE GOVERNING BODY, THE PRESIDENT & DIRECTOR AND CHIEF FINANCIAL OFFICER, WILL RECEIVE COPIES OF FORM 990 FOR REVIEW. THE AUDITORS/TAX CONSULTANTS WILL THEN FINALIZE THE FORM 990. COPIES OF COMPLETED FORM 990 WILL BE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. A DESIGNEE OF THE CHIEF FINANCIAL OFFICER WILL BE RESPONSIBLE FOR MAINTAINING A CURRENT DISTRIBUTION LIST AND DISTRIBUTING THE COPIES.
CONFLICT OF INTEREST COMPLIANCE	FORM 990, PART VI, LINE 12C EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE OF WOODS HOLE OCEANOGRAPHIC INSTITUTION ("WHOI") IS REQUIRED TO DISCLOSE ON AN ONGOING BASIS, IN WRITING, ON WHOI'S DISCLOSURE STATEMENT, (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH WHOI OR ANY AFFILIATED ORGANIZATION OR WITH ORGANIZATIONS THAT DO BUSINESS WITH WHOI OR ANY AFFILIATED ORGANIZATION, (B) ANY ELECTED OR APPOINTED OFFICE OR POSITION THAT HE OR SHE, OR ANY FAMILY MEMBER, HOLDS IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER WHOI, OR (C) OTHER PERSONAL, FAMILIAL, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR WHOI. THE DISCLOSURE STATEMENTS ARE FILED WITH WHOI'S CLERK AND THE CLERK WILL PREPARE A REPORT ANNUALLY OR MORE FREQUENTLY AS NECESSARY FOR THE TRUSTEES AND OFFICERS SUMMARIZING ANY CONFLICT ISSUES. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURE REPORTS AND ANY CONFLICTS OR POTENTIAL CONFLICTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS BASED ON WHOI'S CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DETERMINED, THE EXECUTIVE COMMITEE WILL EXERCISE ITS JUDGMENT ON THE BEST COURSE TO FOLLOW.
COMPENSATION APPROVAL	FORM 990, PART VI, LINE 15 THE ANNUAL COMPENSATION APPROVAL PROCESS CONSISTS OF A REVIEW BY THE ORGANIZATION'S INDEPENDENT COMPENSATION COMMITTEE, USING COMPARABLE, RELEVANT MARKET DATA FOR THE INSTITUTION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES SUCH AS PEER ORGANIZATIONS' 990 FORMS. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE INSTITUTION WILL ALSO BE INCORPORATED AS NEEDED. MOREOVER, THE COMMITTEE MAY RELY ON MEMBERS OF WHOI MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. ALL COMPENSATION DECISIONS MADE ARE DOCUMENTED IN THE MINUTES.
PUBLIC DISCLOSURE OF DOCUMENTS	FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, UPON REQUEST, AND ON GUIDESTAR.ORG. FORM 990, PART VI, LINE 19 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE.
RECONCILIATION OF NET ASSETS	FORM 990, PART XI, LINE 9 VEBA RELATED EXPENSES $3,870,038 Return on Investment for Retiree & Active Med. 864,581 NET PERIODIC BENEFIT COST (5,281,306) Change in SPLIT INTEREST AGREEMENTS 206,830 Change IN Net Assets (270,000) PENSION RELATED CHANGES OTHER THAN COST (9,266,440) ============ TOTAL $(9,876,297)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	UBI Code VUBICodeVAmt
EOM Offshore LLC
20 Jonathon Bourne Dr	Pocasset	MA	02559	800436296	Bld Mooring	MA	WOODS HOLE	UNRELATED	$284,108	$813,460	false	false	0.84750
WHOI INVESTMENTS HOLDINGS LP
569 WOODS HOLD ROAD MA 14	WOODS HOLE	MA	02543	371769504	INVESTING	DE	WOODS HOLE	EXCLUDED	$20,929,590	$398,657,206	false	false	1.00000	$701,315

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

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

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WHOI TAX EXEMPT EMP WELFARE BEN TRUST
Q	$1,018,909	CASH
Retirement Trust for Employees of WHOI
R	$6,000,000	CASH
WHOI TAX EXEMPT EMP WELFARE BEN TRUST
S	$1,500,000	CASH