2016-11-15T07:00:03-06:00 2015-12-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2015-01-01 465574304 THE STANLEY FUND FOR THE BROAD INSTITUTE STAN 6177147502 415 MAIN STREET CAMBRIDGE MA 02142 ERIC S LANDER TRUSTEE 6177147502 2016-11-11 1 ELIZABETH SOLECKI P00235171 8605614000 2016-11-11 2015 2017-02-10 21:41:12Z ERIC S LANDER 415 MAIN STREET CAMBRIDGE MA 02142 40584300 0 X N/A X 2014 MA SUPPORTING ORGANIZATION FOR THE BROAD INSTITUTE, INC. 5 4 0 0 15609 13134 100 40568300 0 0 0 16000 0 0 100 40584300 0 0 0 0 0 0 0 0 0 0 5140 0 5140 100 40579160 100 40579160 0 40579160 100 0 SUPPORTING ORGANIZATION FOR THE BROAD INSTITUTE, INC. 0 0 SEE SCHEDULE O 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 MA X THE BROAD INSTITUTE INC 6177147502 415 MAIN STREET CAMBRIDGE MA 021421401 JULIUS FRIESE TRUSTEE 1.00 0.00 X 0 0 0 STEVEN E HYMAN TRUSTEE 1.00 60.00 X 0 0 0 ERIC LANDER TRUSTEE 1.00 60.00 X 0 1063555 270969 EDWARD SCOLNICK TRUSTEE 1.00 60.00 X 0 0 0 JONATHAN STANLEY TRUSTEE 1.00 0.00 X 0 0 0 0 1063555 270969 0 0 1 0 0 40568300 40568300 16000 15609 391 40584300 0 15609 391 TAXES 5100 5100 BANK SERVICE FEES 40 40 5140 0 5140 0 100 40295010 284150 100 40579160 0 40579160 0 40579160 X 0 0 0 0 100 0 100 0 100 40579160 X 40579160 -100 -40579160 X 0 1 X 1 0 X X X 1 THE BROAD INSTITUTE INC 263428781 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 PART IV, LINE 9B THE SUPPORTING ORGANIZATION HOLDS LESS THAN 1% OF THE STOCK OF MBI, INC., A BUSINESS CORPORATION OF WHICH THEODORE R. STANLEY ("TRS") WAS ALSO A SHAREHOLDER. TRS WAS NOT A TRUSTEE OF THE SUPPORTING ORGANIZATION BUT IS A SUBSTANTIAL CONTRIBUTOR TO IT UNDER THE DEFINITION OF SECTION 4946 AND THEREFORE A DISQUALIFIED PERSON. UNDER SOME DEFINITIONS OF CONTROL, TRS MAY BE DEEMED TO HAVE HELD A CONTROLLING INTEREST IN MBI. AS OF THE END OF THE TAX YEAR OF THIS RETURN, MBI SHARES CONSTITUTED APPROXIMATELY .7% OF THE TOTAL ASSETS OF THE SUPPORTING ORGANIZATION. PART IV, LINE 9C WITH RESPECT TO LINE 9C, AS NOTED ABOVE TRS DERIVED BENEFIT FROM SHARES OF MBI AS A SHAREHOLDER. HIS SON JONATHAN STANLEY ALSO HAS A BENEFICIAL INTEREST IN SHARES OF MBI AND IS A DISQUALIFIED PERSON BY REASON OF HIS RELATIONSHIP TO TRS AND HIS STATUS AS A TRUSTEE OF THE SUPPORTING ORGANIZATION. JULIUS FRIESE, A TRUSTEE OF THE SUPPORTING ORGANIZATION, IS AN EMPLOYEE OF MBI. THE FUNDING OF THE SUPPORTING ORGANIZATION WITH STOCK OF MBI AND THE RELATIONSHIPS TO MBI OF TRS, JONATHAN STANLEY, AND JULIUS FRIESE WERE ALL DISCLOSED ON THE FORM 1023 FILED FOR THE SUPPORTING ORGANIZATION AND APPROVED BY THE IRS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 NET ASSETS HELD FOR THE BENEFIT OF BROAD INSTITUTE 40579160 40579160 0 1 0 0 0 0 0 0 0 ERIC LANDER TRUSTEE 0 1036450 0 0 0 27105 0 249662 0 21307 0 1334524 0 0 PART I, LINE 4B AS AN ELEMENT OF HIS AMENDED AND RESTATED EMPLOYMENT CONTRACT WITH THE BROAD INSTITUTE EFFECTIVE JULY 1, 2014, ERIC LANDER, THE PRESIDENT/CEO OF THE BROAD INSTITUTE, WILL BE ENTITLED TO RECEIVE LUMP SUM PAYMENTS FROM THE BROAD INSTITUTE ON JUNE 30, 2018 AND 2019 IF HE REMAINS IN THE POSITION OF CORE FACULTY MEMBER OF THE BROAD INSTITUTE. X 1 284150 FMV 0 0 0 0 FORM 990, PART III, LINE 4A: THE STANLEY FUND FOR THE BROAD INSTITUTE (THE "FUND") WAS ESTABLISHED UNDER A TRUST AGREEMENT BY THE SETTLOR AND TRUSTEES ON APRIL 22, 2014. THE FUND WAS ESTABLISHED AS A TYPE I SUPPORTING ORGANIZATION OF THE BROAD INSTITUTE, INC., A BIOMEDICAL RESEARCH INSTITUTE CREATED THROUGH COLLABORATIVE EFFORTS OF THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY AND HARVARD UNIVERSITY ("THE BROAD"). THE BROAD'S OVERALL MISSION IS TO TRANSFORM MEDICINE BY USING SYSTEMATIC APPROACHES TO DRAMATICALLY ACCELERATE THE UNDERSTANDING AND TREATMENT OF DISEASE. ONE OF THE BROAD'S RESEARCH AREAS IS PSYCHIATRIC DISEASES. IN THAT AREA, THE BROAD OPERATES THE STANLEY CENTER FOR PSYCHIATRIC RESEARCH ("THE STANLEY CENTER"), WHICH HAS THE SPECIFIC MISSION "TO DECREASE THE BURDEN OF PSYCHIATRIC DISORDERS THROUGH RESEARCH." THE STANLEY CENTER CARRIES ON WORK IN COLLABORATION WITH INVESTIGATORS THROUGHOUT THE WORLD. THE FUND WILL PROVIDE FINANCIAL SUPPORT FOR THE ACTIVITIES OF THE STANLEY CENTER AT THE BROAD. IT IS MANAGED BY A BOARD OF TRUSTEES. THE FUND'S ACTIVITIES ARE THE INVESTMENT OF ASSETS AND THE PAYMENT OF FUNDS TO THE BROAD IN SUPPORT OF ITS CHARITABLE AND SCIENTIFIC PURPOSES UNDER THE DIRECTION OF THE TRUSTEES SELECTED BY THE BROAD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE STANLEY FUND FOR THE BROAD INSTITUTE'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF THE ORGANIZATION'S TAX PREPARER, BLUM SHAPIRO. THE DRAFT FORM 990 WAS PROVIDED TO ALL TRUSTEES FOR REVIEW AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES THAT ARE EMPLOYEES OR AFFILIATES OF THE RELATED ORGANIZATION ARE REQUIRED TO ANNUALLY ACKNOWLEDGE HIS FAMILIARITY WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSE IN WRITING TO THE RELATED ORGANIZATION'S 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 ARE REVIEWED BY THE CHAIRMAN OF THE RELATED ORGANIZATION'S BOARD. ANY ISSUES NOT PREVIOUSLY DISCLOSED ARE REFERRED BY HIM TO THE RELATED ORGANIZATION'S BOARD. FOR TRUSTEES THAT ARE NOT EMPLOYEES OR AFFILIATES OF THE RELATED ORGANIZATION, THE STANLEY FUND FOR THE BROAD INSTITUTE IS IN THE PROCESS OF IMPLEMENTING INCLUSION OF THESE INDIVIDUALS IN THE WRITTEN POLICY. FORM 990, PART VI, SECTION B, LINE 15 NO COMPENSATION IS PAID BY THE STANLEY FUND FOR THE BROAD INSTITUTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS HELD FOR THE BENEFIT OF BROAD INSTITUTE -40,579,160. THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 263428781 RESEARCH MA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0