WOODS HOLE OCEANOGRAPHIC INSTITUTION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: WOODS HOLE OCEANOGRAPHIC INSTITUTION (EIN 04-2105850)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-14
IRS object ID: 201423189349303387
Schema version: 2013v3.1
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 I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T10:40:02-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 High Street	AddressLine1
City	Boston	City
State	MA	State
ZIP Code	02110	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	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	BusinessNameLine1

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	AddressLine1
Address Line2	Suite	AddressLine2
City	WOODS HOLE	City
State	MA	State
ZIP Code	02543	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY FERNANDEZ	PersonNm
Person Title	CFO/VP FIN & ADMIN	PersonTitleTxt
Phone	5084572000	PhoneNum
Signature	2014-11-14	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	5084572000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SUSAN AVERY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE ROAD MS 14	AddressLine1
City	WOODS HOLE	City
State	MA	State
ZIP Code	02543	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$392,591,036	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	35	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	1140	TotalEmployeeCnt
Total Volunteers	91	TotalVolunteersCnt
Total Gross UBI	$148,988	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$21,472	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$199,587,473	PYContributionsGrantsAmt
CY Contributions Grants	$194,620,964	CYContributionsGrantsAmt
PY Program Service Revenue	$11,192,143	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,040,652	CYProgramServiceRevenueAmt
PY Investment Income	$73,174,754	PYInvestmentIncomeAmt
CY Investment Income	$7,623,980	CYInvestmentIncomeAmt
PY Other Revenue	$1,264,526	PYOtherRevenueAmt
CY Other Revenue	$723,587	CYOtherRevenueAmt
PY Total Revenue	$285,218,896	PYTotalRevenueAmt
CY Total Revenue	$207,009,183	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,829,405	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,933,599	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$100,330,855	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$100,089,697	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,013,186	CYTotalFundraisingExpenseAmt
PY Other Expenses	$115,037,885	PYOtherExpensesAmt
CY Other Expenses	$115,947,922	CYOtherExpensesAmt
PY Total Expenses	$224,198,145	PYTotalExpensesAmt
CY Total Expenses	$223,971,218	CYTotalExpensesAmt
PY Revenues Less Expenses	$61,020,751	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$16,962,035	CYRevenuesLessExpensesAmt
Total Assets BOY	$521,961,251	TotalAssetsBOYAmt
Total Assets EOY	$561,486,144	TotalAssetsEOYAmt
Total Liabilities BOY	$241,629,676	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$201,120,421	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$280,331,575	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$360,365,723	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	$194,862,249	ExpenseAmt
Grant	$7,552,893	GrantAmt
Revenue	$203,821	RevenueAmt
Desc	Sponsored and Institutional Research in oceanography and related fields: Of the 1082 Sponsored Research Awards, 579 awards are from 9 Federal agencies and 503 are from 121 other sponsors. Institution Research sponsored 99 projects from unrestricted funds. In addition, Woods Hole Oceanographic Institution issued 536 publications in 2013.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$9,822,088	ExpenseAmt
Grant	$380,706	GrantAmt
Revenue	$4,040,652	RevenueAmt
Desc	Education: Joint Graduate Program with M.I.T. in the marine sciences. In 2013 there were 124 Graduate Students, 33 degree recipients, 54 Post Doctoral Scholars and Fellows, 9 Geophysical Fluid Dynamics Program participants, 31 Summer Student Fellows, and 112 Guest Students.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$204,684,337	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	false	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	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	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	false	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	Yes (true)	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	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	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	174	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1140	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	35	GoverningBodyVotingMembersCnt
Independent Voting Member	33	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	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	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	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	AddressLine1
City	WOODS HOLE	City
State	MA	State
ZIP Code	02543	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	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
NEWTON PS MERRILL
CHAIRMAN OF THE BOARD	2.5	Yes (X)	Yes (X)
JOHN F OBRIEN
CHAIRMAN OF THE CORPORATION	2.5	Yes (X)	Yes (X)
HARDWICK SIMMONS
TREASURER/TRUSTEE	2.5	Yes (X)	Yes (X)
JAMES A AUSTIN JR
TRUSTEE	2.5	Yes (X)
ROBERT M BAYLIS
trustee	2.5	Yes (X)
RODNEY B BERENS
TRUSTEE	2.5	Yes (X)
COLEMAN P BURKE
TRUSTEE	2.5	Yes (X)
JAMES M CLARK JR
TRUSTEE	2.5	Yes (X)
ROBERT A DAY JR
TRUSTEE	2.5	Yes (X)
ALFRED T DENGLER
TRUSTEE	2.5	Yes (X)
SARA G DENT
TRUSTEE	2.5	Yes (X)
ROBERT C DUCOMMUN
TRUSTEE	2.5	Yes (X)
JAMES L DUNLAP
TRUSTEE (UNTIL 5/23/13)	2.5	Yes (X)
RICHARD A FALKENRATH JR
TRUSTEE (AS OF 10/11/13)	2.5	Yes (X)
EDWARD C FORST
TRUSTEE (AS OF 5/23/13)	2.5	Yes (X)
MICHELE S FOSTER
TRUSTEE	2.5	Yes (X)
SHERRI W GOODMAN
TRUSTEE	2.5	Yes (X)
STEVEN G HOCH
TRUSTEE	2.5	Yes (X)
JEFFERSON E HUGHES JR
TRUSTEE	2.5	Yes (X)
HAMILTON E JAMES
TRUSTEE	2.5	Yes (X)
ERIC H JOSTROM
TRUSTEE	2.5	Yes (X)
GEORGETTE C MCCONNELL
TRUSTEE	2.5	Yes (X)
JOYCE K MOSS
TRUSTEE	2.5	Yes (X)
NANCY S NEWCOMB
TRUSTEE	2.5	Yes (X)
JOSEPH F PATTON JR
TRUSTEE	2.5	Yes (X)
CARL E PETERSON
TRUSTEE	2.5	Yes (X)
JAMES P ROSENFIELD
TRUSTEE	2.5	Yes (X)
GARY ROUGHEAD
TRUSTEE	2.5	Yes (X)
DAVID B SCULLY
TRUSTEE	2.5	Yes (X)
RICHARD F SYRON
TRUSTEE (UNTIL 5/23/13)	2.5	Yes (X)
STEPHEN E TAYLOR
TRUSTEE	2.5	Yes (X)
JEAN C TEMPEL
trustee	2.5	Yes (X)
GEOFFREY A THOMPSON
TRUSTEE	2.5	Yes (X)
THOMAS J TIERNEY
TRUSTEE	2.5	Yes (X)
EDMUND B WOOLLEN
TRUSTEE	2.5	Yes (X)
SUSAN K AVERY
PRESIDENT/DIRECTOR	40.0	Yes (X)	Yes (X)	$460,027	$0	$78,743
THOMAS G NEMMERS
EXEC PROJ MGR/CLERK OF CORP	40.0	Yes (X)	Yes (X)	$111,334		$43,351
JEFFREY A FERNANDEZ
CFO/VP OPERATIONS	40.0		Yes (X)	$285,841		$40,754
LAURENCE MADIN
EXECUTIVE VP/DIRECTOR	40.0			$280,839		$66,885	Yes (X)
ROBERT MUNIER
VP MAR FAC & OP	40.0			$253,232		$41,772	Yes (X)
PRIYA MCCUE
CHIEF DEVELOPMENT OFFICER	40.0			$245,947		$39,314		Yes (X)
JAMES YODER
VICE PRESIDENT OF ACADEMICS	40.0			$239,880		$77,667		Yes (X)
ROBERT WELLER
Department Chair	40.0			$234,222		$65,900		Yes (X)
WILLIAM JENKINS
SENIOR SCIENTIST	40.0			$226,224		$67,210		Yes (X)
JOHN H TROWBRIDGE
SENIOR SCIENTIST	40.0			$214,450		$59,038		Yes (X)
EMILY H SCHORER
CAO	40.0			$207,811		$43,029			Yes (X)
DANA FERNANDEZ
CONTROLLER	40.0			$170,244		$40,563			Yes (X)
SUSAN HUMPHRIS
SENIOR SCIENTIST	40.0			$206,388		$63,838			Yes (X)
DONALD ANDERSON
SENIOR SCIENTIST	40.0			$205,227		$70,593			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,341,666	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$798,657	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	201	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
TELEDYNE WEBB RESEARCH
49 EDGERTON DRIVE	NORTH FALMOUTH	MA	02556	SCIENTIFIC RESEARCH	$4,548,804
RAYTHEON COMPANY
50 APPLE HILL DRIVE	TEWKSBURY	MA	01876	SCIENTIFIC RESEARCH	$3,027,435
MCLANE RESEARCH LABORATORIES INC
121 BERNARD E ST JEAN DRIVE	EAST FALMOUTH	MA	02536	SCIENTIFIC RESEARCH	$2,175,205
DETYENS SHIPYARDS
1670 DRYDOCK AVE BLDG 236	NORTH CHARLESTON	SC	29405	SHIP MAINTENANCE	$1,861,839
STAR ENGINEERING
1 VAILLANCOURT DRIVE	NORTH ATTLEBORO	MA	02763	SCIENTIFIC RESEARCH	$1,855,507

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	123	CntrctRcvdGreaterThan100KCnt
Government Grants	$159,044,461	GovernmentGrantsAmt
All Other Contributions	$35,576,503	AllOtherContributionsAmt
Noncash Contributions	$1,906,083	NoncashContributionsAmt
Total Contributions	$194,620,964	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	EDUCATION	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,040,652	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,935,062	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$105,590	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,040,652	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$619,261	TotalRevenueColumnAmt
Unrelated Business Revenue	$43,398	UnrelatedBusinessRevenueAmt
Exclusion	$575,863	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	$173,095	TotalRevenueColumnAmt
Exclusion	$173,095	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$578,223	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$292,480	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$285,743	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$285,743	TotalRevenueColumnAmt
Exclusion	$285,743	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$191,479,092	SecuritiesAmt
Other	$815,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$185,002,046	SecuritiesAmt
Other	$287,327	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,477,046	SecuritiesAmt
Other	$527,673	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,004,719	TotalRevenueColumnAmt
Exclusion	$7,004,719	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

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
INFO CENTER INCOME	541900	$203,821	$203,821
OTHER INCOME	900099	$60,928		$60,928

Field	Value	IRS element (for citing)
Other Revenue Total	$264,749	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$207,009,183	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,138,883	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$148,988	UnrelatedBusinessRevenueAmt
Exclusion	$8,100,348	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	$7,933,599	TotalAmt
Program Services	$7,933,599	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	$1,312,968	TotalAmt
Program Services	$398,031	ProgramServicesAmt
Management And General	$731,469	ManagementAndGeneralAmt
Fundraising	$183,468	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$740,631	TotalAmt
Program Services	$405,273	ProgramServicesAmt
Management And General	$335,358	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$63,958,683	TotalAmt
Program Services	$57,772,339	ProgramServicesAmt
Management And General	$5,180,883	ManagementAndGeneralAmt
Fundraising	$1,005,461	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$14,489,453	TotalAmt
Program Services	$12,857,138	ProgramServicesAmt
Management And General	$1,371,349	ManagementAndGeneralAmt
Fundraising	$260,966	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,647,123	TotalAmt
Program Services	$12,997,046	ProgramServicesAmt
Management And General	$1,386,272	ManagementAndGeneralAmt
Fundraising	$263,805	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,940,839	TotalAmt
Program Services	$4,384,227	ProgramServicesAmt
Management And General	$467,624	ManagementAndGeneralAmt
Fundraising	$88,988	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,977,208	TotalAmt
Program Services	$1,748,911	ProgramServicesAmt
Management And General	$225,659	ManagementAndGeneralAmt
Fundraising	$2,638	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$979,313	TotalAmt
Program Services	$23,991	ProgramServicesAmt
Management And General	$952,655	ManagementAndGeneralAmt
Fundraising	$2,667	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$558,890	TotalAmt
Management And General	$558,890	ManagementAndGeneralAmt

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	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,288,656	TotalAmt
Management And General	$3,288,656	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,394,259	TotalAmt
Program Services	$1,366,612	ProgramServicesAmt
Management And General	$12,447	ManagementAndGeneralAmt
Fundraising	$15,200	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$312,236	TotalAmt
Program Services	$252,520	ProgramServicesAmt
Management And General	$28,066	ManagementAndGeneralAmt
Fundraising	$31,650	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,159,735	TotalAmt
Program Services	$19,966,514	ProgramServicesAmt
Management And General	$176,891	ManagementAndGeneralAmt
Fundraising	$16,330	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$669,548	TotalAmt
Program Services	$597,330	ProgramServicesAmt
Management And General	$70,125	ManagementAndGeneralAmt
Fundraising	$2,093	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,830,057	TotalAmt
Program Services	$5,113,261	ProgramServicesAmt
Management And General	$672,380	ManagementAndGeneralAmt
Fundraising	$44,416	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,376,342	TotalAmt
Program Services	$5,188,172	ProgramServicesAmt
Management And General	$161,899	ManagementAndGeneralAmt
Fundraising	$26,271	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	$5,237,871	TotalAmt
Program Services	$5,237,871	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,238,064	TotalAmt
Program Services	$8,947,228	ProgramServicesAmt
Management And General	$290,836	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,905,984	TotalAmt
Program Services	$2,552,685	ProgramServicesAmt
Management And General	$353,043	ManagementAndGeneralAmt
Fundraising	$256	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT	$22,481,462	$22,418,535	$60,896	$2,031
OUTSIDE SERVICES	$11,410,286	$11,016,013	$373,853	$20,420
EQUIPMENT RENT & MAINTENANCE	$5,863,238	$5,438,141	$399,016	$26,081
SUBCONTRACTS	$15,990,217	$15,990,217

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,274,556	TotalAmt
Program Services	$2,078,683	ProgramServicesAmt
Management And General	$175,428	ManagementAndGeneralAmt
Fundraising	$20,445	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$223,971,218	TotalAmt
Program Services	$204,684,337	ProgramServicesAmt
Management And General	$17,273,695	ManagementAndGeneralAmt
Fundraising	$2,013,186	FundraisingAmt

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$52,249	BOYAmt
EOY	$190,689	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$15,616,907	BOYAmt
EOY	$19,810,113	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,863,500	BOYAmt
EOY	$1,681,530	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$25,468,551	BOYAmt
EOY	$40,202,528	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$15,621	BOYAmt
EOY	$10,270	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	$991,871	BOYAmt
EOY	$924,574	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,194,191	BOYAmt
EOY	$2,463,237	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,027,266	BOYAmt
EOY	$10,675,133	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$204,990,530	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$117,654,708	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$89,483,945	BOYAmt
EOY	$87,335,822	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$360,777,108	BOYAmt
EOY	$381,828,394	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$17,574,540	BOYAmt
EOY	$16,363,854	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$521,961,251	BOYAmt
EOY	$561,486,144	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$28,003,078	BOYAmt
EOY	$23,355,578	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	$16,041,353	BOYAmt
EOY	$19,410,792	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$59,119,471	BOYAmt
EOY	$57,560,542	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	$25,000,000	BOYAmt
EOY	$25,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$113,465,774	BOYAmt
EOY	$75,793,509	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$241,629,676	BOYAmt
EOY	$201,120,421	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$26,168,451	BOYAmt
EOY	$23,088,992	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$224,192,568	BOYAmt
EOY	$251,284,582	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$82,307,458	BOYAmt
EOY	$85,992,149	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$280,331,575	BOYAmt
EOY	$360,365,723	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$521,961,251	BOYAmt
EOY	$561,486,144	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$16,962,035	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$54,316,651	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$42,679,532	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$156,486,206	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$182,249,525	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$204,529,422	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$199,587,473	CurrentTaxYearMinus1YearAmt
Current Tax Year	$194,620,964	CurrentTaxYearAmt
Total	$937,473,590	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	$156,486,206	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$182,249,525	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$204,529,422	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$199,587,473	CurrentTaxYearMinus1YearAmt
Current Tax Year	$194,620,964	CurrentTaxYearAmt
Total	$937,473,590	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$937,473,590	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,254,074	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,380,118	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,720,711	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,540,848	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,370,579	CurrentTaxYearAmt
Total	$18,266,330	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$341,665	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$42,205	CurrentTaxYearAmt
Total	$383,870	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$595,971	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$431,947	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,325,380	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$841,419	CurrentTaxYearMinus1YearAmt
Current Tax Year	$264,749	CurrentTaxYearAmt
Total	$3,459,466	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$959,583,256	TotalSupportAmt
Gross Receipts Rltd Activities	$47,355,495	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.97696	PublicSupportCY170Pct
Public Support PY170	0.97264	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	$362	MailingsMembersAmt
Publications Or Broadcast	Yes (true)	PublicationsOrBroadcastInd
Publications Or Broadcast	$2,468	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$13,879	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$1,080	RalliesDemonstrationsAmt
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$17,789	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	SCHEDULE C 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 WHO IS REGISTERED AS A LOBBYIST WITH THE U.S. SENATE AND THE U.S. HOUSE OF REPRESENTATIVES 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, 2013, WHOI PAID $4,876 IN COMPENSATION TO THIS INDIVIDUAL FOR LOBBYING ACTIVITIES. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY PRODUCED COSTS OF $9,003 FOR DOMESTIC TRAVEL, MEALS, AND OFFICE RENT. THE ORGANIZATION PAID MEMBERSHIP DUES OF $1,080 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 ($362) AND PUBLICATIONS ($2,468). 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	$1,180	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

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$347,898,559	BeginningYearBalanceAmt
Contributions	$2,493,109	ContributionsAmt
Investment Earnings Or Losses	-$7,074,013	InvestmentEarningsOrLossesAmt
Other Expenditures	$13,617,931	OtherExpendituresAmt
End Year Balance	$329,699,724	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$317,845,815	BeginningYearBalanceAmt
Contributions	$7,995,383	ContributionsAmt
Investment Earnings Or Losses	$38,354,918	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,297,557	OtherExpendituresAmt
End Year Balance	$347,898,559	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$264,540,552	BeginningYearBalanceAmt
Contributions	$788,623	ContributionsAmt
Investment Earnings Or Losses	$69,276,908	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,348,010	OtherExpendituresAmt
Administrative Expenses	$1,412,258	AdministrativeExpensesAmt
End Year Balance	$317,845,815	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.24210	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.57170	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.18620	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	$203,724	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$1,201,892	OtherCostOrOtherBasisAmt
Book Value	$1,405,616	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$774,217	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$56,996,969	OtherCostOrOtherBasisAmt
Depreciation	$22,369,128	DepreciationAmt
Book Value	$35,402,058	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,319,644	OtherCostOrOtherBasisAmt
Depreciation	$27,024,241	DepreciationAmt
Book Value	$7,295,403	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$1,069,184	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$110,424,900	OtherCostOrOtherBasisAmt
Depreciation	$68,261,339	DepreciationAmt
Book Value	$43,232,745	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$87,335,822	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
SUPPLEMENT RETIREMENT RESERVE	$9,290,422
ACCRUED PENSION LIABILITY	$66,503,087

Field	Value	IRS element (for citing)
Total Liability	$75,793,509	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$298,850,506	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$54,316,651	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$326,138	DonatedServicesAndUseFcltsAmt
Other Revenue	$40,874,336	OtherRevenueAmt
Revenue Not Reported	$95,517,125	RevenueNotReportedAmt
Revenue Subtotal	$203,333,381	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,288,656	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$387,146	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,675,802	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$207,009,183	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$216,551,369	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$326,138	DonatedServicesUseFcltsAmt
Other Expenses Included	$292,480	OtherExpensesIncludedAmt
Expenses Not Reported	$618,618	ExpensesNotReportedAmt
Expenses Subtotal	$215,932,751	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,288,656	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$4,749,811	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$8,038,467	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$223,971,218	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 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 $53,258,374 CHANGE IN SPLIT INTEREST AGREEMENTS $1,219,024 Return on Investment for Retiree & Active Med. $319,619 Active Medical Expenses ($3,000,000) Net Periodic Benefit Cost ($9,172,870) Swap Interest Expense ($1,749,811) =============== $40,874,336 REVENUE INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE ($292,480) RELEASE FROM RESTRICTION $679,626 ============= $387,146
EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN	FORM 990, SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE $292,480 EXPENSES INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XII, LINE 4B Active Medical Expenses $3,000,000 Swap Interest Expense $1,749,811 ============ $4,749,811

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt
Central America and the Caribbean	3	Program Services	SHIP OPERATIONS	$8,086
Europe (Including Iceland and Greenland)	2	Program Services	SHIP OPERATIONS	$3,499
South America	2	Program Services	SHIP OPERATIONS	$3,700
Sub-Saharan Africa	2	Program Services	SHIP OPERATIONS	$4,530
East Asia and the Pacific	2	Program Services	SCIENTIFIC RESEARCH	$21,492
Europe (Including Iceland and Greenland)	24	Program Services	SCIENTIFIC RESEARCH	$95,476	1
Middle East and North Africa	4	Program Services	SCIENTIFIC RESEARCH	$12,290
North America	3	Program Services	SCIENTIFIC RESEARCH	$4,687
South America	1	Program Services	SCIENTIFIC RESEARCH	$4,132
Sub-Saharan Africa	5	Program Services	SCIENTIFIC RESEARCH	$49,209
Central America and the Caribbean		Investments		$15,061,939

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	48	SubtotalEmployeesCnt
Total Office	1	TotalOfficeCnt
Total Employee	48	TotalEmployeeCnt
Subtotal Spent	$15,269,040	SubtotalSpentAmt
Total Spent	$15,269,040	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	Yes (true)	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, COLUMN (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 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	151	$6,101,263	BOOK	TUITION
STIPENDS	108				$1,832,336

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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
SUSAN K AVERY
PRESIDENT/DIRECTOR	$395,505	$0	$0	$0	$64,522	$0	$62,452	$0	$16,291	$0	$538,770	$0	$0	$0
THOMAS G NEMMERS
EXEC PROJ MGR/CLERK OF CORP	$110,803				$531		$27,989	$0	$15,362	$0	$154,685	$0	$0	$0
JEFFREY A FERNANDEZ
CFO/VP OPERATIONS	$281,256				$4,585		$9,808	$0	$30,946	$0	$326,595	$0	$0	$0
LAURENCE MADIN
EXECUTIVE VP/DIRECTOR	$274,003				$6,836		$53,499	$0	$13,386	$0	$347,724	$0	$0	$0
ROBERT MUNIER
VP MAR FAC & OP	$251,404				$1,828		$25,500	$0	$16,272	$0	$295,004	$0	$0	$0
PRIYA MCCUE
CHIEF DEVELOPMENT OFFICER	$245,706				$241		$20,072	$0	$19,242	$0	$285,261	$0	$0	$0
JAMES YODER
VICE PRESIDENT OF ACADEMICS	$239,880						$61,884	$0	$15,783	$0	$317,547	$0	$0	$0
ROBERT WELLER
Department Chair	$227,212				$7,010		$50,383	$0	$15,517	$0	$300,122	$0	$0	$0
WILLIAM JENKINS
SENIOR SCIENTIST	$218,582				$7,642		$50,768	$0	$16,442	$0	$293,434	$0	$0	$0
JOHN H TROWBRIDGE
SENIOR SCIENTIST	$213,579				$871		$46,095	$0	$12,943	$0	$273,488	$0	$0	$0
EMILY H SCHORER
CAO	$165,658				$42,153		$25,890	$0	$17,139	$0	$250,840	$0	$0	$0
DANA FERNANDEZ
CONTROLLER	$169,700				$544		$28,223	$0	$12,340	$0	$210,807	$0	$0	$0
SUSAN HUMPHRIS
SENIOR SCIENTIST	$205,113				$1,275		$48,670	$0	$15,168	$0	$270,226	$0	$0	$0
DONALD ANDERSON
SENIOR SCIENTIST	$200,160				$5,067		$48,991	$0	$21,602	$0	$275,820	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FIRST CLASS TRAVEL

FORM 990, SCHEDULE J, LINE 1A & 2 SUSAN AVERY AND JEFFREY FERNANDEZ TRAVELED FIRST CLASS VIA AIR AND 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 REIMBURSEMENT POLICY. HOUSING ALLOWANCE DESCRIPTION FORM 990, SCHEDULE J, LINE 1B & 2 AN ON-SITE RESIDENCE IS MADE AVAILABLE TO THE PRESIDENT/DIRECTOR AS AN ELEMENT OF HER EMPLOYMENT CONTRACT. IMPUTED INCOME IS CALCULATED FOR THIS HOUSING PROVISION AND IS REPORTED AS TAXABLE INCOME.

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. FOR 2013, SUSAN AVERY RECEIVED $14,250 UNDER THE PLAN AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). No amounts were accrued under the plan in 2013. CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN. UNDER THE PLAN, PARTICIPANTS ARE ENTITLED TO CERTAIN BENEFITS UPON RETIREMENT. No amounts were accrued or vested under the plan in 2013.

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	BusinessNameLine1

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	PLEASE SEE SCHEDULE K, PART VI	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	$6,922,339	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	false	EngageBondCounselResearchInd
Private Bus Use By Others	0.00250	PrivateBusUseByOthersPct
Total Private Business Use	0.00250	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	BusinessNameLine1

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	BusinessNameLine1

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 12/31/2013. POLICIES SCHEDULE K, PART III, LINE 9 & PART IV, LINE 7 THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE ISSUE ARE REMEDIATED IN ACCORDANCE WITH THE FEDERAL REQUIREMENTS AND TO MONITOR COMPLIANCE WITH ARBITRAGE, YIELD RESTRICTION, AND REBATE REQUIREMENTS. THESE WRITTEN PROCEDURES ARE EXPECTED TO BE ADOPTED IN 2014. SCHEDULE K, PART V WOODS HOLE OCEANOGRAPHIC INSTITUTION IS IN THE PROCESS OF IMPLEMENTING WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
THOMAS NEMMERS
OFFICER	COMPUTER LOAN	Yes (X)	$675	$270	false	Yes (true)	Yes (true)
DONALD ANDERSON
FORMER KEY	EDUCATION LOAN	Yes (X)	$25,000	$10,000	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$10,270	TotalBalanceDueAmt

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	30	ContributionCnt
Noncash Contributions Rpt F990	$546,083	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,360,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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. FORM 990, SCHEDULE M, PART I, LINE 32B THE ORGANIZATION USED A THIRD PARTY TO PROCESS NONCASH CONTRIBUTIONS.	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 COMMUNICATE THIS UNDERSTANDING FOR THE BENEFIT OF SOCIETY. 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 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; 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) SET COMPENSATION FOR MEMBERS OF THE DIRECTORATE OF THE INSTITUTION WITHOUT A VOTE BY THE FULL BOARD; (V) CHANGE THE NUMBER OF THE BOARD OF TRUSTEES OR FILL VACANCIES IN THE BOARD OF TRUSTEES; OR (VI) REMOVE OFFICERS OR TRUSTEES FROM OFFICE.
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 COMMITTEE FOR REVIEW AND COMMENTS. ONCE THE RETURN HAS BEEN UPDATED WITH INTERNAL MANAGEMENT AND AUDIT 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 PROCESS CONSISTS OF 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 Net Assets Released from Restrictions (679,626) PENSION RELATED CHANGES OTHER THAN COST 53,258,374 CHANGE IN SPLIT INTEREST AGREEMENTS 1,219,024 Return on Investment for Retiree & Active Med. 319,619 Net Periodic Benefit Cost (9,172,870) VEBA RELATED EXPENSES (2,264,989) ============ TOTAL 42,679,532

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	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	569 WOODS HOLE ROAD	AddressLine1
City	WOODS HOLE	City
State	MA	State
ZIP Code	02543	ZIPCode

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	BusinessNameLine1

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	EOM Offshore LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20 Jonathon Bourne Dr	AddressLine1
City	Pocasset	City
State	MA	State
ZIP Code	02559	ZIPCode

Field	Value	IRS element (for citing)
EIN	800436296	EIN
Primary Activities	OCEAN TECH.	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	UNRELATED	PredominantIncomeTypeTxt
Share Of Total Income	$1,035,370	ShareOfTotalIncomeAmt
Share Of EOY Assets	$423,325	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.90000	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	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	false	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	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WHOI TAX EXEMPT EMP WELFARE BEN TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	Q	TransactionTypeTxt
Involved	$3,984,439	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt