WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH (EIN 06-1043412)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201401359349302160
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-15T08:39:38-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1125 High StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061043412EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCHBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% LAURA SANDERInCareOfName
Name ControlWHITNameControl
Phone6172585000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1NINE CAMBRIDGE CENTERAddressLine1
Address Line2SuiteAddressLine2
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSHARON FRANCISName
TitleCONTROLLERTitle
Phone6172585000Phone
Date Signed2014-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePRICEWATERHOUSECOOPERS LLPName
Phone6175305000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID PAGENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1NINE CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode
FieldValueIRS element (for citing)
Gross Receipts406256979GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.WI.MIT.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1981YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE O.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees412TotalNbrEmployees
Total Nbr Volunteers32TotalNbrVolunteers
Total Gross UBI-282238TotalGrossUBI
Net Unrelated Business Txbl Income-305458NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year32697910ContributionsGrantsPriorYear
Contributions Grants Current Year32908670ContributionsGrantsCurrentYear
Program Service Revenue Prior Year758303ProgramServiceRevenuePriorYear
Program Service Revenue CY647079ProgramServiceRevenueCY
Investment Income Prior Year20892037InvestmentIncomePriorYear
Investment Income Current Year29904091InvestmentIncomeCurrentYear
Other Revenue Prior Year10120277OtherRevenuePriorYear
Other Revenue Current Year8161329OtherRevenueCurrentYear
Total Revenue Prior Year64468527TotalRevenuePriorYear
Total Revenue Current Year71621169TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year29551806SalariesEtcPriorYear
Salaries Etc Current Year31775657SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1057405TotalFundrsngExpCurrentYear
Other Expense Prior Year41121833OtherExpensePriorYear
Other Expenses Current Year41062771OtherExpensesCurrentYear
Total Expenses Prior Year70673639TotalExpensesPriorYear
Total Expenses Current Year72838428TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-6205112RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1217259RevenuesLessExpensesCY
Total Assets BOY506336838TotalAssetsBOY
Total Assets EOY529281783TotalAssetsEOY
Total Liabilities BOY59550418TotalLiabilitiesBOY
Total Liabilities EOY55231335TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY446786420NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY474050448NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense57711120Expense
Grants0Grants
Revenue647079Revenue
DescriptionWHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH IS AN INDEPENDENT NONPROFIT RESEARCH AND TEACHING INSTITUTION LOCATED IN CAMBRIDGE, MASSACHUSETTS. THE INSTITUTE WAS INCORPORATED IN 1981 TO PROMOTE AND EXPAND HUMAN KNOWLEDGE IN THE BIOMEDICAL AND OTHER SCIENTIFIC FIELDS WITH THE ULTIMATE GOAL OF IMPROVING HUMAN HEALTH AND WELL-BEING. THE RESEARCH OF THE INSTITUTE FOCUSES ON BASIC BIOLOGICAL PROCESSES INVESTIGATED MAINLY FROM A MOLECULAR OR CELLULAR PERSPECTIVE. RESEARCH IS CONDUCTED IN SEVERAL AREAS, INCLUDING CANCER, NEURODEGENERATIVE DISEASES, REGENERATIVE BIOLOGY, IMMUNOLOGY AND GENETICS. THE RESEARCH OF THE INSTITUTE IS CONDUCTED UNDER THE LEADERSHIP OF PRINCIPAL INVESTIGATORS WHO HOLD JOINT APPOINTMENTS TO THE FACULTIES OF THE INSTITUTE AND MASSACHUSETTS INSTITUTE OF TECHNOLOGY ("MIT") (THE "INSTITUTE FACULTY"). THE MEMBERS OF THE INSTITUTE FACULTY ARE RECOGNIZED LEADERS IN THEIR FIELDS. THE INSTITUTE FACULTY INCLUDE THREE RECIPIENTS OF THE NATIONAL MEDAL OF SCIENCE, FIVE HOWARD HUGHES MEDICAL INSTITUTE INVESTIGATORS, NINE MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES AND FIVE MEMBERS OF THE INSTITUTE OF MEDICINE. FOR MORE THAN TWO DECADES, WHITEHEAD INSTITUTE HAS MAINTAINED A STEADFAST COMMITMENT TO SCIENCE EDUCATION AND OUTREACH BY OFFERING PROGRAMS TO ENHANCE SCIENCE TEACHING AND LEARNING FOR THE ENTIRE COMMUNITY. WITH A VARIETY OF PROGRAMS RANGING IN SCOPE FROM LECTURES AND WORKSHOPS FOR TEACHERS AND STUDENTS TO SPECIAL EVENTS FOR NON-SCIENTISTS, WHITEHEAD OFFERS ITS PARTICIPANTS FIRST-HAND EXPOSURE TO STATE-OF-THE-ART RESEARCH. THESE PROGRAMS INCLUDE: SEMINAR SERIES FOR HIGH SCHOOL TEACHERS - THIS MONTHLY PROGRAM PROVIDES EDUCATORS AND OPPORTUNITY TO EXPLORE TOPICS AT THE FOREFRONT OF BIOMEDICAL RESEARCH. THE SERIES BEGINS IN OCTOBER AND LECTURES ARE HELD THE FIRST MONDAY OF EVERY MONTH THROUGH JUNE. SPRING LECTURE SERIES FOR HIGH SCHOOL STUDENTS - THIS PROGRAM, HELD DURING THE PUBLIC SCHOOL SPRING VACATION WEEK, FEATURES LECTURES FROM LEADING SCIENTIFIC EXPERTS, HANDS-ON LABORATORY DEMONSTRATIONS, VISITS TO LOCAL BIOTECHNOLOGY COMPANIES, AND INTERACTIONS WITH YOUNG WHITEHEAD INSTITUTE SCIENTISTS. SCIENCE WEEKS FOR MIDDLE SCHOOL STUDENTS - WHITEHEAD INSTITUTE HAS DEVELOPED IMMERSIVE, WEEK-LONG PROGRAMS FOR RISING 6TH, 7TH, AND 8TH GRADERS FEATURING HANDS-ON ACTIVITIES, CLASSROOM LESSONS, AND INTERACTIONS WITH SCIENTISTS. TWO SUCH SESSIONS ARE HELD IN THE SUMMER MONTHS; A THIRD, FOCUSING ON THE SCIENCE OF FORENSICS IN CRIMINAL INVESTIGATIONS, OCCURS IN FEBRUARY BIOLOGY WEEK - AS A SERVICE TO THE SCIENTIFIC COMMUNITY, WHITEHEAD INSTITUTE HOSTS BIOLOGY WEEK, A WEB-BASED CALENDAR OF BIOLOGY SEMINARS AND SYMPOSIA IN THE BOSTON/CAMBRIDGE AREA. PUBLIC PROGRAM COLLABORATIONS - WHITEHEAD INSTITUTE ROUTINELY PARTNERS WITH VARIOUS RESEARCH INSTITUTIONS AND BIOTECHNOLOGY ORGANIZATIONS IN COORDINATING EDUCATIONAL PROGRAMMING FOR HIGH SCHOOL STUDENTS, TEACHERS, AND SCIENTISTS.Description
Activity2Activity2
Total Program Service Expense57711120TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096217NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees412NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLAURA SANDERNamePerson
Telephone Number6172585932TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1NINE CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
DR DAVID PAGE
DIRECTOR/PRESIDENT10.0XX382137
MR ARTHUR BRILL
DIRECTOR/SECRETARY2.0XX
DR CHARLES ELLIS
DIRECTOR/BOARD CHAIR5.0X
MS SUSAN WHITEHEAD
DIRECTOR/BOARD VICE CHAIR2.0X
MR LANDON CLAY
DIRECTOR2.0X
MS BRIT D'ARBELOFF
DIRECTOR2.0X
MR JONATHAN GOLDSTEIN
DIRECTOR2.0X
DR PETER HECHT
DIRECTOR2.0X
DR PETER KIM
DIRECTOR2.0X
MR DAVID KOCH
DIRECTOR2.0X
DR ROBERT LANGER
DIRECTOR2.0X
DR MARK LAPMAN
DIRECTOR2.0X
DR NANCY ROSE
DIRECTOR2.0X
DR PHILLIP SHARP
DIRECTOR2.0X
MR JOHN WHITEHEAD
DIRECTOR2.0X
MR PETER WHITEHEAD
DIRECTOR2.0X
MR NEIL CHAYET
DIRECTOR2.0X
DR JOSHUA S BOGER
DIRECTOR2.0X
DR WILLIAM POUNDS
DIRECTOR2.0X
MR MARTIN MULLINS
VICE PRESIDENT40.0X332116032148
MS LAURA SANDER
CFO/TREASURER40.0X22879734260
MS KIMBERLY FORNESS
ASST SECRETARY(UNTIL DEC 2012)40.0X6418218764
MS CAROLINE ROMANO
ASST SECRETARY(SINCE JAN 2013)40.0X506545721
DR GERALD FINK
MEMBER (FACULTY)40.030302633826X
DR HIDDE PLOEGH
MEMBER (FACULTY)40.029197133155X
DR RUDOLF JAENISCH
MEMBER (FACULTY)40.027520636071X
DR ROBERT WEINBERG
MEMBER (FACULTY)40.026375033826X
DR TERRY ORR-WEAVER
MEMBER (FACULTY)40.024505928825X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2436898TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation256596TotalOtherCompensation
Number Individuals GT100 K34NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CAPITAL GUARDIAN TRUST COMPANY
120 SOUTH COLLEGE BLVDBREACA92821INVESTMENT MANAGER1031302
SIENNA CONSTRUCTION CORP
25 BIRCH STREETCAMBRIDGEMA02138CONTRACTING SERVICES1076433
THE INVESTMENT FUND FOR FOUNDATIONS
4 TOWER BRIDGE200 BARR HARBOR DR SWEST CONSHOHOCKENPA19428INVESTMENT MANAGER760782
BAIN CAPITAL
111 HUNTINGTON AVENUEBOSTONMA02199INVESTMENT MANAGER427173
SALT CREEK CATERING
15 BREWER LNREADINGMA01867CATERING384884
FieldValueIRS element (for citing)
Number Of Contractors GT100 K9NumberOfContractorsGT100K
Government Grants21960974GovernmentGrants
All Other Contributions10947696AllOtherContributions
Noncash Contributions95717NoncashContributions
Total Contributions32908670TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SCIENTIFIC SERVICES900099397079397079
MIT FACULTY SUPPORT900099250000250000
FieldValueIRS element (for citing)
Total Program Service Revenue647079TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9551786TotalRevenueColumn
Unrelated Business Revenue-282238UnrelatedBusinessRevenue
Exclusion$9,834,024ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column4999TotalRevenueColumn
Exclusion$4,999ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column4522456TotalRevenueColumn
Exclusion$4,522,456ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real7521255Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real4262152Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3259103Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3259103TotalRevenueColumn
Exclusion$3,259,103ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities350720964Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities330373658Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities20347306Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column20347306TotalRevenueColumn
Exclusion$20,347,306ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
COMPENSATION FOR CHANGES IN SPACE USAGE900099150000$150,000
COMPENSATION FROM CLASS ACTION SUIT SETTLEMENT90009997485$97,485
PROCESSING FEES FOR ADMIN ROYALTIES90009959292$59,292

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column72993TotalRevenueColumn
Exclusion$72,993ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue379770TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column71621169TotalRevenueColumn
Related Or Exempt Function Income647079RelatedOrExemptFunctionIncome
Unrelated Business Revenue-282238UnrelatedBusinessRevenue
Exclusion$38,347,658ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1136927Total
Program Services196134ProgramServices
Management And General940793ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total21530453Total
Program Services18421438ProgramServices
Management And General2479867ManagementAndGeneral
Fundraising629148Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1940244Total
Program Services1660072ProgramServices
Management And General223476ManagementAndGeneral
Fundraising56696Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5638974Total
Program Services4669764ProgramServices
Management And General842207ManagementAndGeneral
Fundraising127003Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1529059Total
Program Services1308261ProgramServices
Management And General176116ManagementAndGeneral
Fundraising44682Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total762320Total
Program Services551154ProgramServices
Management And General211166ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total335095Total
Management And General335095ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2424868Total
Management And General2424868ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total314243Total
Program Services140477ProgramServices
Management And General138936ManagementAndGeneral
Fundraising34830Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1882Total
Program Services1468ProgramServices
Management And General414ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total547498Total
Program Services409950ProgramServices
Management And General101398ManagementAndGeneral
Fundraising36150Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total708206Total
Program Services502908ProgramServices
Management And General197761ManagementAndGeneral
Fundraising7537Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total1718644Total
Program Services1718644ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3640545Total
Program Services3058021ProgramServices
Management And General582524ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total381922Total
Program Services283705ProgramServices
Management And General62684ManagementAndGeneral
Fundraising35533Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total173459Total
Program Services144759ProgramServices
Management And General22888ManagementAndGeneral
Fundraising5812Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total1998634Total
Program Services1679723ProgramServices
Management And General318911ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8041001Total
Program Services4345700ProgramServices
Management And General3695301ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total189545Total
Management And General189545ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
LAB SUPPLIES95590019559001
FELLOWSHIPS3168535311960948926
RESEARCH SUBCONTRACTS23079492307949
EQUIP PURCH/RENT REPAIR MAIN190282213733915206928739

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2886602Total
Program Services2258992ProgramServices
Management And General556335ManagementAndGeneral
Fundraising71275Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total72838428Total
Program Services57711120ProgramServices
Management And General14069903ManagementAndGeneral
Fundraising1057405Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2886BOY
EOY3188EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY9386423BOY
EOY7839817EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3383736BOY
EOY4381338EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1966684BOY
EOY1746018EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY386145BOY
EOY361145EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY992245BOY
EOY1063762EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1792976BOY
EOY1907091EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis174348666LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec123401453LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY55184077BOY
EOY50947213EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY37915408BOY
EOY5437225EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY392885971BOY
EOY452717266EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2440287BOY
EOY2877720EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY506336838BOY
EOY529281783EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4388855BOY
EOY4640877EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY3559055BOY
EOY2283896EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY48292438BOY
EOY45716413EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3310070BOY
EOY2590149EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY59550418BOY
EOY55231335EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY426141010BOY
EOY457999523EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY16494905BOY
EOY11900420EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4150505BOY
EOY4150505EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY446786420BOY
EOY474050448EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY506336838BOY
EOY529281783EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1217259ReconcilationRevenueExpenses
Reconciliation Unrealized Invest27353113ReconciliationUnrealizedInvest
Reconcilation Other Changes1128174ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$8,220OtherActivitiesAmount
Total Lobbying Expenditures IIB8220TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE C, PART II-B, LINE 1I:Identifier
ExplanationTHE INSTITUTE BELONGS TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. AMOUNT REPORTED IN PART II-B, LINE 1I REPRESENTS THE ENTIRE AMOUNT OF DUES PAID.Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X297167AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance396521082BeginningOfYearBalance
Investment Earnings Or Losses50509420InvestmentEarningsOrLosses
Other Expenditures19917300OtherExpenditures
End Of Year Balance427113202EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance391037591BeginningOfYearBalance
Contributions41061916Contributions
Investment Earnings Or Losses-15923653InvestmentEarningsOrLosses
Other Expenditures19654772OtherExpenditures
End Of Year Balance396521082EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance332575001BeginningOfYearBalance
Investment Earnings Or Losses75711790InvestmentEarningsOrLosses
Other Expenditures17249200OtherExpenditures
End Of Year Balance391037591EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance309747030BeginningOfYearBalance
Investment Earnings Or Losses41008971InvestmentEarningsOrLosses
Other Expenditures18181000OtherExpenditures
End Of Year Balance332575001EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance397020184BeginningOfYearBalance
Investment Earnings Or Losses-68910154InvestmentEarningsOrLosses
Other Expenditures18363000OtherExpenditures
End Of Year Balance309747030EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.99000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.01000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3977500OtherCostOrOtherBasis
Book Value3977500BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis89043456OtherCostOrOtherBasis
Depreciation57077785Depreciation
Book Value31965671BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis33818293OtherCostOrOtherBasis
Depreciation30274540Depreciation
Book Value3543753BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis47212250OtherCostOrOtherBasis
Depreciation36049128Depreciation
Book Value11163122BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis297167OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value297167BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings50947213TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
GLOBAL/EMERGING MKT EQ. SEC.222268653F
ABSOLUTE INCOME EQUITY SEC45410758F
HEDGE FUNDS - ABSOLUTE RETURN96506923F
PRIVATE EQUITY- FUNDS OF FUNDS37519800F
PRIVATE EQUITY - INDUSTRY/VAR21175409F
PRIVATE EQUITY - REAL ESTATE29674120F
CASH & CASH EQUIVALENTS161603F
FieldValueIRS element (for citing)
Total Of Book Value Securities452717266TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionPOST RETIREMENT HEALTH BENEFITDescription
Amount$2,590,149Amount
FieldValueIRS element (for citing)
Total Of Amounts2590149TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt103236434TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments27353113NetUnrealizedGainsInvestments
Other Revenues4262152OtherRevenues
Revenue Not Rptd F99031615265RevenueNotRptdF990
Revenue Subtotal71621169RevenueSubtotal
Total Revenue Per Form99071621169TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt77100580TotExpensesEtcAuditedFinclStmt
Other Expenses Included4262152OtherExpensesIncluded
Expenses Not Rptd F9904262152ExpensesNotRptdF990
Expenses Subtotal72838428ExpensesSubtotal
Total Expenses Per Form99072838428TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE D, PART III, LINE 4:THE INSTITUTE'S ART COLLECTION WAS PURCHASED WITH A GIFT FROM ITS FOUNDER, EDWIN C. WHITEHEAD. THE COLLECTION CONSISTS OF 77 ARTWORKS EXECUTED IN OIL, ACRYLIC, WATERCOLOR AND MIXED MEDIA, PRINTS AND PHOTOGRAPHY. THE COLLECTION'S PURPOSE IS TO HELP CREATE/FOSTER A STIMULATING ENVIRONMENT THAT PROMOTES AN INNOVATIVE CULTURE TO ACHIEVE THE MISSION OF THE INSTITUTE.
SCHEDULE D, PART V:THE INSTITUTE'S FY 2011 ENDOWMENT FUND ACCOUNTING WAS RESTATED IN CONNECTION WITH ITS FY 2012 FINANCIAL STATEMENTS TO MORE ACCURATELY REFLECT THE INSTITUTE'S USE OF ENDOWMENT FUNDS.
SCHEDULE D, PART V, LINE 4:THE INSTITUTE'S ENDOWMENT FUNDS ARE USED TO UNDERWRITE THE RESEARCH PROGRAM OF THE INSTITUTE AS WELL AS TO FUND THE ADMINISTRATION AND OPERATION OF THE INSTITUTE. THE INSTITUTE HAS ADOPTED ENDOWMENT INVESTMENT AND SPENDING POLICIES THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE INSTITUTE'S MISSION, SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. THESE POLICIES DETERMINE THE AMOUNT THAT MAY BE DRAWN FROM ITS ENDOWMENT FUNDS. THE INSTITUTE DRAWS FUNDS FOR RESEARCH AND OPERATIONS, AS APPROVED BY THE BOARD, FROM TOTAL INVESTMENTS.
SCHEDULE D, PART X, LINE 2:WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH ("THE INSTITUTE") DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS. THE INSTITUTE'S FIN 48 FOOTNOTE IS AS FOLLOWS: FOR TAX PURPOSES, THE INSTITUTE HAS BEEN DESIGNATED AS A PUBLICLY SUPPORTED EDUCATIONAL INSTITUTE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE COMPLIES WITH AUTHORITATIVE GUIDANCE AND ACCOUNTING FOR AND DISCLOSURE OF UNCERTAINTY IN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 2D:RENTAL EXPENSES - 4,262,152
SCHEDULE D, PART XII, LINE 2D:RENTAL EXPENSES - 4,262,152

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediafalsePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE E, LINE 3:WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH SATISFIES THE REQUIREMENTS OF REV. PROC. 75-50, SECTION 4.03(2)(B). THE INSTITUTE TRADITIONALLY HAS RECRUITED STUDENTS NATIONALLY AND AROUND THE WORLD AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THE INSTITUTE HAS A LONG HISTORY OF RECRUITING STUDENTS OF ANY RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, AND TRAINS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS.
SCHEDULE E, LINE 6A:THE INSTITUTE RECEIVES RESEARCH GRANTS FROM THE FEDERAL GOVERNMENT.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedInvestmentsTypeOfActivitiesConducted
Total Expenditures123770347TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent123770347SubtotalAmountSpent
Total Amount Spent123770347TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

TitleTitleOther Compensation Filing OrgOtherCompensationFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DR DAVID PAGE
DIRECTOR/PRESIDENT382137382137
MR MARTIN MULLINS
VICE PRESIDENT10881364264321235000028383037650000
MS LAURA SANDER
CFO/TREASURER14322630572223655000260008260
DR GERALD FINK
MEMBER (FACULTY)11852336852291174283835443
DR HIDDE PLOEGH
MEMBER (FACULTY)66059325126225912262676888
DR RUDOLF JAENISCH
MEMBER (FACULTY)11428311277263778283837688
DR ROBERT WEINBERG
MEMBER (FACULTY)12327297576251423283835443
DR TERRY ORR-WEAVER
MEMBER (FACULTY)28892273884216167247264099

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE J, PART I, LINES 1A & 1B:WHITEHEAD HAS A BOARD COMPENSATION COMMITTEE, WHICH HAS A CHARTER. IN ADDITION, WHITEHEAD HAS AN EXECUTIVE COMPENSATION POLICY. DAVID PAGE'S HOUSING ALLOWANCE IS IN ACCORDANCE WITH THE COMPENSATION COMMITTEE CHARTER AND EXECUTIVE COMPENSATION POLICY.
SCHEDULE J, PART I, LINE 7 & PART II, COLUMN (B)(II):THE BONUS REPORTED IN COLUMN B(II) REPRESENTS A NON-FIXED PAYMENT MADE TO MS. LAURA SANDER IN RECOGNITION OF MEETING CERTAIN PERFORMANCE GOALS FOR CALENDAR YEARS 2012. MS. KIMBERLY FORNESS ALSO RECEIVED A NON-FIXED BONUS PAYMENT IN RECOGNITION OF MEETING CERTAIN PERFORMANCE GOALS. THIS AMOUNT IS INCLUDED IN FORM 990, PART VII, SECTION A, COLUMN (D).

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancingCUSIP NumberCUSIPNumber
MHEFA (2008 LOAN)
A0424560112008-10-304000000EQUIPMENT PURCHASESfalsefalsetrue
MASS DEVELOPMENT FINANCE AGENCY
B0434318142011-07-0143581560SEE PART VIfalsefalsefalse57583UEV6

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A25911200400000000030263003969737002011falsefalsetruetrue
B2543722043581560000581560007327028330000002672972truefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalsetrue
Bfalsefalsefalsefalse0falsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
Afalsetruefalsefalsefalsefalsefalse0falsetrue
0
Bfalsetruefalsefalsefalsefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierFORM 990, SCHEDULE K, PART I, COLUMN F, LINE B:Identifier
Return Reference0ReturnReference
ExplanationDESCRIPTION OF PURPOSE: BUILDING IMPROVEMENTS AND EQUIPMENT PURCHASES; REFUND OF 1993 AND 1995 BONDS. SCHEDULE K, PART III: THE INSTITUTE MONITORS THE USE OF BOND-FINANCED FACILITIES AND EQUIPMENT AND HAS DETERMINED THAT IT HAS NO MANAGEMENT OR SERVICE CONTRACTS, RESEARCH CONTRACTS, UNRELATED TRADE OR BUSINESS ACTIVITIES, OR OTHER ACTIVITIES WITH RESPECT TO BOND-FINANCED EQUIPMENT OR FACILITIES THAT WOULD RESULT IN PRIVATE BUSINESS USE.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Relationship With OrganizationRelationshipWithOrganizationPurpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
DAVID PAGE
DIR/PRESMORT ASSTX$350,000204895falsetruetrue
HIDDE PLOEGH
MEMBER(FAC)MORT ASSTX$350,000156250falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due361145TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMERCK CO INCNamePerson
FieldValueIRS element (for citing)
RelationshipTRUSTEE AS OFFICERRelationship
Amount Of Transaction140000AmountOfTransaction
Description Of TransactionROYALTY PAYMENTS ON PATENTSDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions7NumberOfContributions
Noncash Contribs Rptd F99095717NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE M, COLUMN B:Identifier
ExplanationTHE INSTITUTE IS REPORTING THE NUMBER OF CONTRIBUTIONS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FORM 990, PART I, LINE 1 & PART III, LINE 1:ORGANIZATION'S MISSION:WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH ("THE INSTITUTE") ENGAGES IN BIOMEDICAL RESEARCH AND EDUCATION TO FOSTER THE UNDERSTANDING OF BIOLOGICAL SYSTEMS, ORGANISMS, AND PROCESSES, WITH THE ULTIMATE GOAL OF IMPROVING HUMAN HEALTH AND WELL-BEING.
FORM 990, PART I, LINE 6:THE INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS, BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS AND EXECUTIVE COMMITTEE MEMBERS OF THE BOARD OF ASSOCIATES (FRIENDS OF THE INSTITUTE) THAT ARE UNCOMPENSATED.
FORM 990, PART VI, LINE 2:JOHN, PETER, AND SUSAN WHITEHEAD (ALL DIRECTORS) HAVE A FAMILY RELATIONSHIP AND A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 11B:THE PROCESS FOR THE FORM 990 INCLUDES REVIEW BY SENIOR MANAGEMENT, THE AUDIT COMMITTEE, AND THE INDEPENDENT EXTERNAL TAX CONSULTANTS. THE AUDIT COMMITTEE REVIEWS A DRAFT OF THE RETURN AND THE FULL BOARD RECEIVES A FINAL COPY OF THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, LINE 12C:PROMPTLY AFTER THE END OF EACH FISCAL YEAR OF THE INSTITUTE (JUNE 30), AND IMMEDIATELY FOLLOWING ELECTION TO THE BOARD, OR AS AN OFFICER, FOR THE FIRST TIME, DIRECTORS AND OFFICERS SHALL SUBMIT TO THE VICE PRESIDENT, OR SUCH PERSON AS THE DIRECTOR MAY DESIGNATE, A COMPLETED DISCLOSURE STATEMENT REPORTING INFORMATION SPECIFICALLY REQUESTED IN THE STATEMENT AND ALSO REPORTING ON BEHALF OF THEMSELVES, THEIR FAMILY MEMBERS, AND ORGANIZATIONS WITH WHICH THEY HAVE A BUSINESS RELATIONSHIP, ANY ACTUAL OR PLANNED BUSINESS OR OTHER TRANSACTION OR RELATIONSHIP THAT DIRECTLY OR INDIRECTLY INVOLVES THE INSTITUTE OR THAT FOR SOME OTHER REASON COULD BE CONSTRUED AS A CONFLICT OF INTEREST BECAUSE IT MIGHT AFFECT THEIR INDEPENDENT, UNBIASED JUDGMENT WHEN CARRYING OUT THEIR DUTIES FOR THE INSTITUTE. IF A MATTER COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD IN WHICH A DIRECTOR HAS AN INTEREST (EITHER DIRECTLY OR INDIRECTLY), SUCH DIRECTOR SHOULD WITHDRAW FROM DISCUSSION AND VOTING WHEN THE BOARD OR COMMITTEE ACTS ON SUCH MATTER. CONFLICTS OF INTEREST ARE MONITORED BY THE VICE PRESIDENT AND DIRECTOR WHO ADVISE THE CHAIRMAN OF THE BOARD.
FORM 990, PART VI, LINE 15:A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND RECOMMENDS CHANGES TO THE PRESIDENT'S SALARY BASED UPON PERFORMANCE AGAINST MULTI-YEAR GOALS. THE PRESIDENT REVIEWS THE SENIOR MANAGEMENT SALARIES AND REPORTS TO THE BOARD OF DIRECTORS. FACULTY SALARIES ARE SET BY MASSACHUSETTS INSTITUTE OF TECHNOLOGY ON AN ANNUAL BASIS. ALL OTHER OFFICER SALARIES ARE PART OF A RAISE POOL THAT IS DETERMINED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET APPROVAL PROCESS.
FORM 990, PART VI, LINE 19:THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:OTHER CHANGES IN NET ASSETS OR FUND BALANCES: LOSS ON DISPOSAL OF FIXED ASSETS: (159,980) POST-RETIREMENT RELATED CHANGES: 1,288,154 -------------- TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES 1,128,174

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