HOWARD HUGHES MEDICAL INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOWARD HUGHES MEDICAL INSTITUTE (EIN 59-0735717)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-02-10
IRS object ID
202640419349301864
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-10T15:40:20+00:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVE NW STE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590735717EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Howard Hughes Medical InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208156789ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNNE LOCHTEPersonNm
Person TitleCFO & TreasurerPersonTitleTxt
Signature2026-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2026-02-10PreparationDt
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Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Erin O'SheaBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208156789ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$20,140,663,337GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HHMI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE HOWARD HUGHES MEDICAL INSTITUTE IS A BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO CONDUCTING FUNDAMENTAL RESEARCH IN THE LIFE SCIENCES, SUPPORTING SCIENCE EDUCATION THROUGHOUT THE UNITED STATES, AND ADVANCING THE PUBLIC UNDERSTANDING OF SCIENCE.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2627TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$69,894,676TotalGrossUBIAmt
PY Contributions Grants$963,690PYContributionsGrantsAmt
CY Contributions Grants$1,783,098CYContributionsGrantsAmt
PY Program Service Revenue$4,876,459PYProgramServiceRevenueAmt
CY Program Service Revenue$4,608,732CYProgramServiceRevenueAmt
PY Investment Income$1,737,313,649PYInvestmentIncomeAmt
CY Investment Income$1,966,414,132CYInvestmentIncomeAmt
PY Other Revenue$17,068,130PYOtherRevenueAmt
CY Other Revenue$31,978,095CYOtherRevenueAmt
PY Total Revenue$1,760,221,928PYTotalRevenueAmt
CY Total Revenue$2,004,784,057CYTotalRevenueAmt
PY Grants And Similar Paid$57,993,764PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,319,232CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$458,688,071PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$490,580,362CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$635,766,035PYOtherExpensesAmt
CY Other Expenses$624,302,950CYOtherExpensesAmt
PY Total Expenses$1,152,447,870PYTotalExpensesAmt
CY Total Expenses$1,178,202,544CYTotalExpensesAmt
PY Revenues Less Expenses$607,774,058PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$826,581,513CYRevenuesLessExpensesAmt
Total Assets BOY$27,296,895,597TotalAssetsBOYAmt
Total Assets EOY$29,497,763,012TotalAssetsEOYAmt
Total Liabilities BOY$1,735,903,595TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,879,493,442TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,560,992,002NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,618,269,570NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE INSTITUTE HAS REMAINED CONSTANT SINCE ITS FOUNDING IN 1953. AS ITS RESTATED ARTICLES OF INCORPORATION STATE THE PRIMARY PURPOSE AND OBJECTIVE OF THE HOWARD HUGHES MEDICAL INSTITUTE SHALL BE THE PROMOTION OF HUMAN KNOWLEDGE BY CONDUCTING DISCOVERY RESEARCH AND SCIENCE EDUCATION, PRINCIPALLY WITHIN FIELDS ASSOCIATED WITH BASIC BIOMEDICAL SCIENCES, AND THE DISSEMINATION AND APPLICATION OF THAT KNOWLEDGE FOR THE BENEFIT OF HUMANITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$832,476,143ExpenseAmt
Grant$184,008GrantAmt
Revenue$4,559,258RevenueAmt
DescMEDICAL RESEARCH ORGANIZATION ACTIVITIES THE HHMI INVESTIGATOR PROGRAM THE HOWARD HUGHES MEDICAL INSTITUTE'S APPROACH TO BIOMEDICAL RESEARCH CAN BE SUMMARIZED IN THREE WORDS: PEOPLE, NOT PROJECTS. THIS COMMITMENT IS REFLECTED IN THE HHMI INVESTIGATOR PROGRAM. RATHER THAN AWARDING RESEARCH GRANTS, THIS PROGRAM EMPLOYS SCIENTISTS,PROVIDING THEM WITH LONG-TERM, FLEXIBLE FUNDING THAT THEY MAY USE TO PURSUE THEIR SCIENTIFIC INTERESTS. HHMI BELIEVES THAT SCIENTISTS OF EXCEPTIONAL TALENT AND IMAGINATION WILL MAKE FUNDAMENTAL DISCOVERIES OF LASTING SCIENTIFIC VALUE ANDTHATBENEFITHUMAN HEALTHIF THEY ARE GIVEN THE RESOURCES, TIME, AND FREEDOM TO PURSUE CHALLENGING QUESTIONS. HHMI INVESTIGATORS RECEIVE A SEVEN-YEAR APPOINTMENT, WHICH ISRENEWABLEPENDING FAVORABLE SCIENTIFIC REVIEW. AMONG THE MORE THAN265 CURRENT HHMI INVESTIGATORS, 16 ARENOBEL LAUREATES ANDNEARLY150AREMEMBERS OF THE NATIONAL ACADEMY OF SCIENCES. HHMI INVESTIGATORS DIRECT HHMI RESEARCH LABORATORIESLOCATEDON THE CAMPUSES OFMORE THAN 55HOSPITALS,UNIVERSITIES,AND OTHER RESEARCHINSTITUTIONSTHROUGHOUT THE UNITED STATES. SINCE THE EARLY 1990S, INVESTIGATORS HAVE BEEN SELECTED THROUGH RIGOROUS NATIONAL COMPETITIONS. THE INSTITUTESOLICITSAPPLICATIONS DIRECTLY FROM SCIENTISTS AT RESEARCH INSTITUTIONS IN THE UNITED STATES, WITH THE AIM OFIDENTIFYINGTHOSE WHO HAVE THE POTENTIAL TO MAKE SIGNIFICANT CONTRIBUTIONS TO SCIENCE. HHMI EMPLOYS AN OPEN APPLICATION PROCESS TO ENSURE THAT IT SELECTS ITS RESEARCHERS FROM A BROAD AND DEEP POOL OF SCIENTIFIC TALENT. JANELIA RESEARCH CAMPUS HHMI'S JANELIA RESEARCH CAMPUS IN ASHBURN, VIRGINIA, INNOVATES RESEARCH PRACTICES, TOOLS, AND TECHNOLOGIES TO SOLVE BIOLOGY'S DEEPEST MYSTERIES. AT JANELIA, INTEGRATED TEAMS OF LAB SCIENTISTS AND TOOL-BUILDERS PURSUE A SMALL NUMBER OF KEY SCIENTIFIC QUESTIONS WITH THE POTENTIAL FOR TRANSFORMATIVE IMPACT. TO DRIVE SCIENCE, THESE DISCOVERIES ARE SHARED OPENLY WITH THE SCIENTIFIC COMMUNITY. IN FY24, HHMI ANNOUNCED AI@HHMI, A 10-YEAR, $500 MILLION INVESTMENT TO SUPPORT AI-DRIVEN PROJECTS AND EMBED AI SYSTEMS THROUGHOUT EVERY STAGE OF THE SCIENTIFIC PROCESS. IN FY25, THE INSTITUTE ANNOUNCED SIX AMBITIOUS AI PROJECTS SPEARHEADED BY BOTH HHMI INVESTIGATORS AND JANELIA GROUP LEADERS. IN THE CURRENT FISCAL YEAR, THERE WERE27GROUP LEADERS,16SENIOR GROUP LEADERS, AND8JANELIA SCHOLARS AT JANELIA, IN ADDITION TO GRADUATE STUDENTS, POSTDOCS, AND VISITING SCIENTISTS. JANELIA ALSO HOSTS A VIBRANT SCIENTIFIC CONFERENCE PROGRAM, WHICH BRINGS MANY SCIENTISTS TO ITS CAMPUS EACH YEAR FOR EDUCATIONAL MEETINGS. THE FREEMAN HRABOWSKI SCHOLARS PROGRAM THE FREEMAN HRABOWSKI SCHOLARS PROGRAM SUPPORTS OUTSTANDING EARLY CAREER BASIC RESEARCHERS WHO HAVE STRONG POTENTIAL TO BECOME LEADERS IN THEIR FIELDS. SCHOLARS PRIORITIZE SCIENTIFIC EXCELLENCE IN THEIR OWN RESEARCH WHILE CREATING LAB CLIMATES IN WHICH EVERYONE CAN THRIVE. LIKE HHMI INVESTIGATORS, SCHOLARS ARE EMPLOYEES OF THE INSTITUTEBASED AT HOSPITALS, UNIVERSITIES, AND OTHER RESEARCH INSTITUTES IN THE UNITED STATES,ANDAREPROVIDED WITH LONG-TERM, FLEXIBLE FUNDING TO PURSUE THEIR BOLDEST IDEAS. EACH SCHOLAR IS APPOINTED FOR UP TO TWO FIVE-YEAR TERMS. INTHE SUMMER OF 2025, HHMI ANNOUNCED ITS SECOND COHORT OF FREEMAN HRABOWSKI SCHOLARS: 30 EXCEPTIONAL SCIENTISTS FROM 23 U.S. RESEARCH INSTITUTIONS. ONCE APPOINTED, THEY WILL JOIN THE 31 INAUGURAL FREEMAN HRABOWSKI SCHOLARS.THE PROGRAM IS NAMED AFTER FREEMAN A. HRABOWSKI III, PRESIDENT EMERITUS OF THE UNIVERSITY OF MARYLAND, BALTIMORE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$112,031,924ExpenseAmt
Grant$63,135,224GrantAmt
Revenue$49,474RevenueAmt
DescSCIENCE EDUCATION, FELLOWSHIPS, AND MEDIA PROGRAMS THROUGH ITS SCIENCE EDUCATION, FELLOWSHIPS, AND MEDIA PROGRAMS, HHMI INVESTS IN INDIVIDUALS, INITIATIVES, AND MEDIA THAT ADVANCE LEARNING AND PROMOTE SUCCESS IN SCIENCE ACROSS EDUCATIONAL AND CAREER STAGES. SCIENCE EDUCATION PROGRAMS INFY25,HHMIREFOCUSEDITSSCIENCE EDUCATION EFFORTSAROUND STUDENT-CENTEREDINITIATIVES.DURING THE 2024-2025 ACADEMIC YEAR, THESCIENCE EDUCATION ALLIANCE (SEA)PROGRAMSUPPORTED7,779 STUDENTS TOPARTICIPATEINSEA-PHAGES, A TWO-SEMESTERDISCOVERY BASEDCOURSETHATIMMERSES STUDENTS IN HANDS-ONSCIENTIFICRESEARCH.BIOINTERACTIVE, A MULTIMEDIA RESOURCE FOR HIGH SCHOOL AND COLLEGE-LEVEL INTRODUCTORY BIOLOGY,CONTINUED TO PROVIDE HIGH-QUALITY EDUCATIONAL MATERIALSAND PROFESSIONAL DEVELOPMENT WORKSHOPSAT NO CHARGETO BIOLOGY INSTRUCTORS THROUGHOUT THE COUNTRY, REACHINGMORE THAN 70% OF HIGH SCHOOL AND COLLEGE BIOLOGY CLASSROOMS.HHMIALSOANNOUNCEDA NEW PROGRAM CALLEDSUCCESS IN SCIENCE,WHICHPROVIDES GRANTSTO12INSTITUTIONSFOR IMPLEMENTINGPROGRAMSDESIGNED TOINCREASE UNDERGRADUATE PERSISTENCE IN SCIENCE. FELLOWSHIP PROGRAMS FOUNDED IN 2004, THE GILLIAM FELLOWS PROGRAM SUPPORTSEXCEPTIONALBIOMEDICAL PHD STUDENTS AND THEIR ADVISORSTO ADVANCECUTTING-EDGERESEARCHAND FOSTER THE DEVELOPMENT OF INCLUSIVE SCIENTIFIC TRAINING ENVIRONMENTS. IN FY25, 30 GRADUATE STUDENTS WERE SELECTED,REPRESENTING23 DIFFERENT INSTITUTIONS ACROSS THE US.SINCE 2017,THE HANNA H. GRAY FELLOWS PROGRAMHASSUPPORTEDOUTSTANDINGPOSTDOCS AS THEY TRANSITION INTO THEIR FIRST FACULTY POSITION.THE INSTITUTEWELCOMED25POSTDOCSIN FY25 AS MEMBERS OF THE NEWESTCOHORT.IN MAY,HHMITEMPORARILYPAUSEDCOMPETITIONSFORBOTHPROGRAMSIN ORDER TODEVOTEADDITIONALRESOURCES TO CURRENT HHMI SCIENTISTS. TANGLED BANK STUDIOS TANGLEDBANK STUDIOS, LLC, CAPTURES COMPELLING STORIES ACROSS ALL BRANCHES OF SCIENTIFIC DISCOVERY. IN FY25, TANGLED BANK RELEASED 23 DOCUMENTARY FEATURES AND SHORTS, WHICH RECEIVED A RANGE OF AWARDS, INCLUDING THE 2025 SCIENCE & TECHNOLOGY DOCUMENTARY EMMY AWARD FOR THE "HUNT FOR THE OLDEST DNA," FIVE GIANT SCREEN CINEMA ASSOCIATION AWARDS FOR "BLUE WHALES: RETURN OF THE GIANTS, THE GRAND TETON AWARD AT THE JACKSON WILD MEDIA AWARDS FOR "TURTLE WALKER." THE STUDIO ALSO LAUNCHED THESCIENCE@MYLIBRARYIMPACT INITIATIVE, WHICH BRINGS LOCAL SCIENCE STORIES AND ACTIVITIES TO MORE THAN 250 PUBLIC LIBRARIES AROUND THE COUNTRY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$944,508,067TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
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Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
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Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
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Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
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Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1011IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2627EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryINForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJEForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountrySAForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryUCForeignCountryCd
Foreign CountryGKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNNE LOCHTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012158500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 JONES BRIDGE ROADAddressLine1Txt
CityCHEVY CHASECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20815ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALISON F RICHARD PHD
TRUSTEE3.00.0Yes (X)$70,000$0$0
CHARLENE BARSHEFSKY ESQ
TRUSTEE, CHAIR NOM & GOV COMM4.00.0Yes (X)$87,500$0$0
CLAYTON S ROSE PHD
TRUSTEE, CHAIR6.00.0Yes (X)$100,000$0$0
DAVID JULIUS PHD
TRUSTEE, CHAIR RESEARCH COMM3.00.0Yes (X)$60,000$0$0
DEBORA L SPAR PHD
TRUSTEE, CHAIR AUDIT & COMP4.00.0Yes (X)$70,000$0$0
EDITH HEARD PHD
TRUSTEE (AS OF 02/25)/ADVISORY BOARD MEMBER (2024)2.00.0Yes (X)$12,500$0$0
FRED R LUMMIS
TRUSTEE, CHAIR FINANCE COMM4.00.0Yes (X)$70,000$0$0
JAY JACOBS
TRUSTEE (AS OF 11/24)2.00.0Yes (X)$15,000$0$0
JOSEPH L GOLDSTEIN MD
TRUSTEE3.00.0Yes (X)$70,000$0$0
KURT L SCHMOKE ESQ
TRUSTEE (THRU 10/24)2.00.0Yes (X)$50,000$0$0
MARGARET D TUTWILER
TRUSTEE2.00.0Yes (X)$60,000$0$0
PAUL M NURSE PHD
TRUSTEE2.00.0Yes (X)$60,000$0$0
RISA LAVIZZO-MOUREY MD MBA
TRUSTEE, CHAIR EDUCATION COMM3.00.0Yes (X)$60,000$0$0
BLANTON TOLBERT PHD
VP SCIENCE LEADERSHIP AND CULTURE (THRU 05/25)/LAB HEAD40.00.0$778,489$0$54,879Yes (X)
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES40.00.0$446,695$0$54,115Yes (X)
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER40.00.0$1,928,020$0$76,946Yes (X)
ERIN K O'SHEA PHD
PRESIDENT40.00.0$1,652,120$0$69,264Yes (X)
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY40.00.0$831,890$0$55,620Yes (X)
JEREMY COMPTON
CONTROLLER40.00.0$265,218$0$40,264Yes (X)
KRISTIAN GREENE
DIRECTOR, TREASURY OPERATIONS & ASSISTANT TREASURER40.00.0$176,055$0$55,676Yes (X)
KRISTINA HEIBERGER ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY40.00.0$425,011$0$82,272Yes (X)
LESLIE B VOSSHALL PHD
VP & CHIEF SCIENTIFIC OFFICER40.00.0$772,292$0$78,035Yes (X)
LYNNE LOCHTE
CHIEF FINANCIAL OFFICER & TREASURER40.00.0$481,161$0$53,729Yes (X)
NELSON SPRUSTON PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS40.00.0$643,812$0$71,571Yes (X)
SETH GROSSMAN ESQ
VP, CHIEF OPERATING OFFICER & SENIOR ADVISOR TO THE PRESIDENT40.00.0$541,218$0$46,943Yes (X)
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS40.00.0$1,043,689$0$74,835Yes (X)
KAREN EIFLER
MANAGING DIRECTOR, PUBLIC MARKETS40.00.0$1,160,055$0$36,152Yes (X)
MARK SPROLES
MANAGING DIRECTOR, PRIVATE MARKETS40.00.0$1,207,419$0$36,651Yes (X)
RICHARD AXEL MD
INVESTIGATOR40.00.0$806,661$0$48,264Yes (X)
RONALD VALE PHD
SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC40.00.0$769,522$0$56,548Yes (X)
DAVID E CLAPHAM PHD
SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER40.00.0$590,291$0$73,447Yes (X)
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC40.00.0$599,415$0$62,422Yes (X)
NATASHA NEISES
SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS40.00.0$294,592$0$45,058Yes (X)
SEAN B CARROLL PHD
INVESTIGATOR/FORMER VP SCI. & ED. MEDIA GROUP40.00.0$593,698$0$61,567Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,792,323TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,234,258TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K955IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INCOPORATED
1101 MARKET STREETPHILADELPHIAPA10107CONFERENCE CENTER MANAGEMENT$8,495,550
JONES LANG LASALLE AMERICAS INC
525 WILLIAM PENN PLACEPITTSBURGHPA15259FACILITIES MANAGEMENT$3,503,353
COHEN & STEERS
1166 AVENUE OF THE AMERICASNEW YORKNY10036INVESTMENT MANAGEMENT$3,395,583
WHITEHAWK CAPITAL PARTNERS
11601 WILSHIRE BLVDLOS ANGELESCA90025INVESTMENT MANAGEMENT$2,840,656
ACCEL
500 UNIVERSITY AVENUEPALO ALTOCA94301INVESTMENT MANAGEMENT$2,500,241
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K143CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,783,098AllOtherContributionsAmt
Total Contributions$1,783,098TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL/OCCUPANCY INCOME900099$4,559,258$4,559,258
TV & FILM INCOME900099$49,474$49,474

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,608,732TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$265,418,448TotalRevenueColumnAmt
Unrelated Business Revenue$44,786,818UnrelatedBusinessRevenueAmt
Exclusion$220,631,630ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,001,710TotalRevenueColumnAmt
Exclusion$3,001,710ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,586,061TotalRevenueColumnAmt
Exclusion$31,586,061ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,809,212,203SecuritiesAmt
Other$24,661,050OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,135,879,280SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,673,332,923SecuritiesAmt
Other$24,661,050OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,697,993,974TotalRevenueColumnAmt
Unrelated Business Revenue$25,107,858UnrelatedBusinessRevenueAmt
Exclusion$1,672,886,116ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA900099$257,661$257,661
CASH DISCOUNTS900099$104,939$104,939
MISCELLANEOUS REVENUE900099$29,434$29,434

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$392,034OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,004,784,057TotalRevenueColumnAmt
Related Or Exempt Func Income$4,608,732RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$69,894,676UnrelatedBusinessRevenueAmt
Exclusion$1,928,497,551ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$17,142,322TotalAmt
Program Services$17,142,322ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$46,176,910TotalAmt
Program Services$46,176,910ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,960,511TotalAmt
Program Services$2,477,009ProgramServicesAmt
Management And General$9,483,502ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,961,299TotalAmt
Program Services$2,961,299ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$378,317,566TotalAmt
Program Services$322,910,729ProgramServicesAmt
Management And General$55,406,837ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,459,452TotalAmt
Program Services$24,776,044ProgramServicesAmt
Management And General$4,683,408ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,871,916TotalAmt
Program Services$38,533,539ProgramServicesAmt
Management And General$6,338,377ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,009,618TotalAmt
Program Services$19,697,143ProgramServicesAmt
Management And General$3,312,475ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,334,735TotalAmt
Program Services$1,421,885ProgramServicesAmt
Management And General$2,912,850ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,178,958TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,178,958ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$72,402,650TotalAmt
Program Services$0ProgramServicesAmt
Management And General$72,402,650ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$106,403,799TotalAmt
Program Services$92,341,164ProgramServicesAmt
Management And General$14,062,635ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,016,683TotalAmt
Program Services$2,387,018ProgramServicesAmt
Management And General$1,629,665ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,582,666TotalAmt
Program Services$5,749,332ProgramServicesAmt
Management And General$6,833,334ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$93,416,098TotalAmt
Program Services$79,750,075ProgramServicesAmt
Management And General$13,666,023ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,390,400TotalAmt
Program Services$9,421,231ProgramServicesAmt
Management And General$969,169ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,753,297TotalAmt
Program Services$5,853,807ProgramServicesAmt
Management And General$899,490ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$27,032,283TotalAmt
Program Services$13,755,677ProgramServicesAmt
Management And General$13,276,606ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$114,802,329TotalAmt
Program Services$104,258,098ProgramServicesAmt
Management And General$10,544,231ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$461,354TotalAmt
Program Services$107,977ProgramServicesAmt
Management And General$353,377ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LAB & OTHER SUPPLIES$103,650,373$102,842,677$807,696
MINOR EQUIPMENT & RENOVATIONS$22,166,087$21,269,626$896,461
EQUIPMENT MAINTENANCE$24,935,994$17,555,723$7,380,271
INCOME TAX$350,387$350,387

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,424,857TotalAmt
Program Services$13,118,782ProgramServicesAmt
Management And General$6,306,075ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,178,202,544TotalAmt
Program Services$944,508,067ProgramServicesAmt
Management And General$233,694,477ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$383,698,131BOYAmt
EOY$645,947,872EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,911,403BOYAmt
EOY$17,584,215EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,230,992,106LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,471,065,010LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$784,741,202BOYAmt
EOY$759,927,096EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,791,224,360BOYAmt
EOY$5,409,644,608EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$19,791,090,354BOYAmt
EOY$21,916,648,565EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$527,230,147BOYAmt
EOY$748,010,656EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,296,895,597BOYAmt
EOY$29,497,763,012EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$261,727,003BOYAmt
EOY$274,775,084EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$101,885,569BOYAmt
EOY$70,196,270EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$932,957,452BOYAmt
EOY$935,242,011EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$439,333,571BOYAmt
EOY$599,280,077EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,735,903,595BOYAmt
EOY$1,879,493,442EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,560,992,002BOYAmt
EOY$27,618,269,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,560,992,002BOYAmt
EOY$27,618,269,570EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,296,895,597BOYAmt
EOY$29,497,763,012EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$826,581,513ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,212,649,691NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$18,046,364OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ASU AFFILIATED HOSPITALSBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 4 LIST OF HOSPITAL AFFILIATIONSLIST OF HOSPITAL AFFILIATIONS FOR E-FILING: HOSPITAL, CITY, STATE, ZIP CODE - BAYLOR AFFIL HOSPS, HOUSTON, TX 77030/ BETH ISRAEL DEACONESS MED CTR, BOSTON, MA 02215/ BOSTON CHILDREN'S HOSP, BOSTON, MA 02115/ BRANDEIS AFFIL HOSPS, WALTHAM, MA 02254/ BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA 02115/ CALTECH AFFIL HOSPS, PASADENA, CA 91125/ CARNEGIE AFFIL HOSP, BALTIMORE, MD 21218/ CHILDREN'S HOSP OF PHILADELPHIA, PHILADELPHIA, PA 19104/ CSHL AFFIL HOSPS, COLD SPRING HARBOR, NY 11724/ COLUMBIA AFFIL HOSPS, NEW YORK, NY 10027/ CORNELL AFFIL HOSP, NEW YORK, NY 14853/ DANA-FARBER CANCER INST, BOSTON, MA 02115/ DUKE AFFIL HOSPS, DURHAM, NC 27706/ FRED HUTCHINSON AFFIL HOSP, SEATTLE, WA 98109/ HARVARD AFFIL HOSPS, CAMBRIDGE, MA 02138/ ICAHN SCHOOL OF MED AFFIL HOSP, NEW YORK, NY 10029/ INDIANA UNIV AFFIL HOSP, BLOOMINGTON, IN 47405/ JOHNS HOPKINS HOSP, BALTIMORE, MD 21205/ JHU AFFIL HOSPS, BALTIMORE, MD 21218/ MASS GEN HOSP/PARTNERS HEALTHCARE SYSTEM, BOSTON, MA 02129/ MIT AFFIL HOSPS, BOSTON, MA 02139/ MSKCC AFFIL HOSPS, NEW YORK, NY 10021/ NYU AFFIL HOSPS, NEW YORK, NY 10016/ OHSU HOSP, PORTLAND, OR 97239/ PSU AFFIL HOSPS, STATE COLLEGE, PA 16802/ PRINCETON AFFIL HOSPS, PRINCETON, NJ 08544/ ROCKEFELLER HOSP, NEW YORK, NY 10021/ SALK INSTITUTE AFFIL HOSPS, LA JOLLA, CA 92093/ SCRIPPS INSTITUTE AFFIL HOSPS, LA JOLLA, CA 92037/ STANFORD AFFIL HOSPS, PALO ALTO, CA 94305/ UNIV OF ALABAMA BIRMINGHAM HOSPS, BIRMINGHAM, AL 35294/ UC DAVIS AFFIL HOSP, DAVIS, CA 95616/ UCLA MED CTR AFFIL HOSPS, LOS ANGELES, CA 90095/ UC SAN DIEGO AFFIL HOSPS, SAN DIEGO, CA 92093/ UCSF AFFIL HOSPS, SAN FRANCISCO, CA 94143/ UC BERKELEY AFFIL HOSPS, BERKELEY, CA 94720/ UC SANTA CRUZ AFFIL HOSPS, SANTA CRUZ, CA 95064/ UNIV OF CHICAGO AFFIL HOSP, CHICAGO, IL 60637/ UNIV OF COLORADO AFFIL HOSP, BOULDER, CO 80309/ UNIV OF COLORADO AFFIL HOSP, DENVER, CO 80204/ UNIV OF ILLINOIS AFFIL HOSP, URBANA, IL 61801/ UNIV OF IOWA AFFIL HOSPS, IOWA CITY, IA 52242/ UMD BALTIMORE COUNTY AFFIL HOSP, BALTIMORE, MD 21201/ UMD COLLEGE PARK AFFIL HOSP, COLLEGE PARK, MD 20742/ UMASS AFFIL HOSPS, WORCESTER, MA 01605/ UMASS AMHERST AFFIL HOSP, AMHERST, MA 01003/ UNIV OF MIAMI AFFIL HOSPS, MIAMI, FL 33136/ UNIV OF MICHIGAN HOSPS, ANN ARBOR, MI 48109/ UNC AFFIL HOSPS, CHAPEL HILL, NC 27599/ UNIV OF OREGON AFFIL HOSP, EUGENE, OR 97403/ UPENN AFFIL HOSPS, PHILADELPHIA, PA 19104/ UT AUSTIN AFFIL HOSPS, AUSTIN, TX 78712/ UT HEALTH SCI CTR SAN ANTONIO AFFIL HOSPS, SAN ANTONIO, TX 78229/ UTSW MED CTR AFFIL HOSPS, DALLAS, TX 75390/ UNIV OF UTAH AFFIL HOSPS, SALT LAKE CITY, UT 84112/ UVA MED CTR, CHARLOTTESVILLE, VA 22903/ UNIV OF WASH AFFIL HOSPS, SEATTLE, WA 98195/ UNIV OF WISCONSIN AFFIL HOSPS, MADISON, WI 53706/ VANDERBILT UNIVERSITY MEDICAL CENTER , NASHVILLE, TN 37232/ WASHINGTON UNIVERSITY AFFIL HOSPS, ST. LOUIS, MO 63130/ WHITEHEAD AFFIL HOSPS, CAMBRIDGE, MA 02138/ YALE AFFIL HOSP, NEW HAVEN, CT 06520
Schedule A, Part I, Line 4 MRO QUALIFICATIONTHE INSTITUTE IS A MEDICAL RESEARCH ORGANIZATION FOR ITS TAXABLE YEAR ENDING AUGUST 31, 2025, AS ITS CASH BASIS EXPENDITURES OF $908,375,719 FOR THE YEAR ENDING AUGUST 31, 2024, EXCEEDED THE MRO REQUIREMENT OF $848,146,526 (3.5% OF THE INSTITUTE'S ENDOWMENT).

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$9,551OtherActivitiesAmt
Total Lobbying Expenditures$9,551TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationSCHEDULE C, PART II-B, LINE 1i (OTHER ACTIVITIES) DURING THE FISCAL YEAR, HHMI WAS A MEMBER OF A NUMBER OF NON-PROFIT ORGANIZATIONS THAT ENGAGED IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERSHIPS. HHMI IS REPORTING AS LOBBYING EXPENDITURES A PORTION OF THE MEMBERSHIP DUES THAT HHMI PAID TO THESE ORGANIZATIONS. DURING THE FISCAL YEAR, A NEWSLETTER PREPARED BY HHMI STAFF INCLUDED A BRIEF NOTICE ENCOURAGING RECIPIENTS TO ENGAGE IN ADVOCACY RELATED TO THE CONSTRUCTION OF SAFE CROSSINGS FOR WILDLIFE ACROSS BUSY ROADWAYS. HHMI IS REPORTING THE PORTION OF STAFF TIME THAT WENT INTO WRITING THAT SECTION OF THE NEWSLETTER.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,859,987OtherCostOrOtherBasisAmt
Book Value$98,859,987BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$876,208,561OtherCostOrOtherBasisAmt
Depreciation$507,372,736DepreciationAmt
Book Value$368,835,825BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$339,739,058OtherCostOrOtherBasisAmt
Depreciation$335,185,983DepreciationAmt
Book Value$4,553,075BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$825,919,904OtherCostOrOtherBasisAmt
Depreciation$628,506,291DepreciationAmt
Book Value$197,413,613BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,264,596OtherCostOrOtherBasisAmt
Book Value$90,264,596BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$759,927,096TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIVATE EQUITY$8,347,089,487F
REAL ASSETS$1,628,700,290F
PUBLIC EQUITY$6,739,156,562F
INDEPENDENT RETURN$5,201,702,226F
FieldValueIRS element (for citing)
Total Book Value Securities$21,916,648,565TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Federal Income Taxes
INVESTMENTS PAYABLES$91,115,124
INVESTMENTS AND DERIVATIVE LIABILITIES$34,291,000
DEFERRED COMPENSATION LIABILITY$93,598,521
REPURCHASE OBLIGATIONS$108,349,660
LEASE OBLIGATIONS$212,896,781
OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL$59,028,991
FieldValueIRS element (for citing)
Total Liability$599,280,077TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE INSTITUTE HAS ANY UNCERTAIN TAX POSITIONS THAT RESULT IN A MATERIAL IMPACT ON THE INSTITUTE'S CONSOLIDATED FINANCIAL POSITION OR CHANGE IN TOTAL NET ASSETS. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE INSTITUTE BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO THE YEAR ENDED AUGUST 31, 2021.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (42 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtEmployeeEmployeeCnt
Central America and the CaribbeanINVESTMENT MANAGEMENT FEES$6,824,411
Europe (Including Iceland and Greenland)INVESTMENT MANAGEMENT FEES$11,623,446
North America (Canada & Mexico only)INVESTMENT MANAGEMENT FEES$1,582,192
Central America and the CaribbeanInvestments$8,612,816,866
East Asia and the PacificInvestments$96,878,869
Europe (Including Iceland and Greenland)Investments$1,898,488,120
Middle East and North AfricaInvestments$3,773,580
North America (Canada & Mexico only)Investments$393,060,022
Russia and Neighboring StatesInvestments$66,798
South AmericaInvestments$16,965,272
South AsiaInvestments$35,429,905
Sub-Saharan AfricaInvestments$14,680,032
East Asia and the PacificMANAGEMENT & GENERAL$8,013
Europe (Including Iceland and Greenland)MANAGEMENT & GENERAL$86,892
Middle East and North AfricaMANAGEMENT & GENERAL$447
North America (Canada & Mexico only)MANAGEMENT & GENERAL$5,117
South AmericaMANAGEMENT & GENERAL$1,851
South AsiaMANAGEMENT & GENERAL$3,023
Sub-Saharan AfricaMANAGEMENT & GENERAL$609
Central America and the CaribbeanProgram Services$10,327MEDICAL RESEARCH
East Asia and the PacificProgram Services$160,836MEDICAL RESEARCH
Europe (Including Iceland and Greenland)Program Services$724,881MEDICAL RESEARCH
Middle East and North AfricaProgram Services$35,773MEDICAL RESEARCH
North America (Canada & Mexico only)Program Services$147,122MEDICAL RESEARCH
Russia and Neighboring StatesProgram Services$5,918MEDICAL RESEARCH
South AmericaProgram Services$39,310MEDICAL RESEARCH
South AsiaProgram Services$5,850MEDICAL RESEARCH
Sub-Saharan AfricaProgram Services$20,484MEDICAL RESEARCH
Europe (Including Iceland and Greenland)Program Services$2,000,000SCIENCE ED / E-LIFE
East Asia and the PacificProgram Services$24,793SCIENCE ED / ED MEDIA
Europe (Including Iceland and Greenland)Program Services$115,759SCIENCE ED / ED MEDIA
Middle East and North AfricaProgram Services$2,190SCIENCE ED / ED MEDIA
North America (Canada & Mexico only)Program Services$281,572SCIENCE ED / ED MEDIA39
Russia and Neighboring StatesProgram Services$321SCIENCE ED / ED MEDIA
South AmericaProgram Services$30,041SCIENCE ED / ED MEDIA
South AsiaProgram Services$3,847SCIENCE ED / ED MEDIA
Sub-Saharan AfricaProgram Services$8,532SCIENCE ED / ED MEDIA
East Asia and the PacificProgram Services$212,013SCIENCE ED / TANGLED BANK2
Europe (Including Iceland and Greenland)Program Services$1,155,449SCIENCE ED / TANGLED BANK7
North America (Canada & Mexico only)Program Services$78,351SCIENCE ED / TANGLED BANK5
South AmericaProgram Services$776SCIENCE ED / TANGLED BANK1
Sub-Saharan AfricaProgram Services$48,195SCIENCE ED / TANGLED BANK2
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee56ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee56TotalEmployeeCnt
Subtotal Spent$11,092,289,982SubtotalSpentAmt
Continuation Spent$5,117,823ContinuationSpentAmt
Total Spent$11,097,407,805TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-AccrualExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVALNORMANOK73019731377584OKLAHOMA$39,600BIOINTERACTIVE
NEW MEXICO STATE UNIVERSITY
PO BOX 30001LAS CRUCESNM88003856000401NEW MEXICO$25,000DRIVING CHANGE
NORTH CAROLINA A & T STATE UNIVERSITY
1601 E MARKET STREETGREENSBORONC27411566000007NORTH CAROLINA$25,000DRIVING CHANGE
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE RDMERCEDCA95343270093858CALIFORNIA$25,000DRIVING CHANGE
UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE ROADKINGSTONRI02881056014351501(C)(3)$25,000DRIVING CHANGE
ALLEN INSTITUTE
615 WESTLAKE AVE NORTHSEATTLEWA98109912155317501(C)(3)$10,000MEDICAL RESEARCH
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVEBOSTONMA02215042774441501(C)(3)$10,000MEDICAL RESEARCH
CINCINNATI CHILDREN'S HOSPITAL MED CTR
3333 BURNET AVECINCINNATIOH45229310833936501(C)(3)$10,000MEDICAL RESEARCH
HARVARD UNIVERSITY
1033 MASS AVECAMBRIDGEMA02138042103580501(C)(3)$2,113,215MEDICAL RESEARCH
HELEN HAY WHITNEY FOUNDATION
20 SQUADRON BOULEVARDNEW YORKNY10956131677403501(C)(3)$73,500MEDICAL RESEARCH
JOHNS HOPKINS UNIVERSITY
3910 KESWICK RDBALTIMOREMD21211520595110501(C)(3)$10,000MEDICAL RESEARCH
LA JOLLA INSTITUTE FOR IMMUNOLOGY
9420 ATHENA CIRLA JOLLACA92037330328688501(C)(3)$10,000MEDICAL RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594501(C)(3)$10,000MEDICAL RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
1109 GEDDES AVEANN ARBORMI48109386006309MICHIGAN$10,000MEDICAL RESEARCH
STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063941156365501(C)(3)$502,742MEDICAL RESEARCH
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501(C)(3)$10,000MEDICAL RESEARCH
THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BOULEVARDPHILADELPHIAPA19104232237932501(C)(3)$20,000MEDICAL RESEARCH
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
505 PARNASSUS AVESAN FRANCISCOCA94143946036493CALIFORNIA$3,062,953MEDICAL RESEARCH
UNIVERSITY OF KENTUCKY
1401 UNIVERSITY DRIVELEXINGTONKY40506616001218KENTUCKY$10,000MEDICAL RESEARCH
UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVALNORMANOK73019731377584OKLAHOMA$10,000MEDICAL RESEARCH
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
455 MAIN STCAMBRIDGEMA02142061043412501(C)(3)$20,000MEDICAL RESEARCH
YALE UNIVERSITY
PO BOX 208239NEW HAVENCT06520060646973501(C)(3)$1,286,366MEDICAL RESEARCH
ELIZABETH CITY STATE UNIVERSITY
1704 WEEKSVILLE ROADELIZABETH CITYNC27909561047680NORTH CAROLINA$20,000SCIENCE EDUCATION ALLIANCE
FAYETTEVILLE STATE UNIVERSITY
1200 MURCHISON ROADFAYETTEVILLENC28301561238736NORTH CAROLINA$20,000SCIENCE EDUCATION ALLIANCE
NORTH CAROLINA A & T STATE UNIVERSITY
1601 E MARKET STREETGREENSBORONC27411566000007NORTH CAROLINA$20,000SCIENCE EDUCATION ALLIANCE
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STDURHAMNC27707566000730NORTH CAROLINA$370,465SCIENCE EDUCATION ALLIANCE
SAINT AUGUSTINE'S UNIVERSITY
1315 OAKWOOD AVENUERALEIGHNC27610560547478501(C)(3)$20,000SCIENCE EDUCATION ALLIANCE
BENNETT COLLEGE
900 E WASHINGTON STREETGREENSBORONC27401560532296501(C)(3)$20,000SUPPORT BENNETT COLLEGE IN OFFERING THE SEA-PHAGES PROJECT
NATURE FORWARD
8940 JONES MILL ROADCHEVY CHASEMD20815530233715501(C)(3)$10,000SUPPORT ENVIRONMENTAL LITERACY EDUCATIONAL OUTREACH
THE AMERICAN SOCIETY FOR CELL BIOLOGY
6120 EXECUTIVE BLVDROCKVILLEMD20852396054285501(C)(3)$25,000SUPPORT FOR THE SAN FRANCISCO DECLARATION ON RESEARCH ASSESSMENT (DORA)
LOUDOUN COUNTY PUBLIC SCHOOLS
21000 EDUCATION COURTASHBURNVA21048541603768VIRGINIA$1,000,000SUPPORT OF K-12 SCIENCE EDUCATION ACTIVITIES
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
GILLIAM FELLOWSHIPS176$9,629,358$142,169FMVTRAVEL EXPENSES
JANELIA UNDERGRADUATE SCHOLARS33$108,820$75,188FMVHOUSING AND TRAVEL EXPENSES
SUMMER UNDERGRAD. RESEARCH PROG.146$1,752,000
HANNA GRAY FELLOWSHIPS111$34,435,691$33,684FMVTRAVEL EXPENSES

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationHHMI AWARDS INSTITUTIONAL GRANTS IN SUPPORT OF UNDERGRADUATE EDUCATION IN THE US THROUGH PERIODIC NATIONAL COMPETITIONS FOR WHICH SELECT INSTITUTIONS ARE ELIGIBLE TO APPLY. EACH PROGRAM SETS OUT SPECIFIC CRITERIA AND OBJECTIVES, AND PROPOSALS ARE EVALUATED BY A PANEL OF EXPERTS WITH THE FINAL SELECTION MADE BY HHMI LEADERSHIP. THE INSTITUTE ALSO AWARDS FELLOWSHIPS TO DOCTORAL STUDENTS (THE GILLIAM FELLOWS) AND POSTDOCTORAL RESEARCHERS (THE HANNA GRAY FELLOWS). THESE GRANTS ARE ALSO AWARDED ON A COMPETITIVE BASIS. A SMALL NUMBER OF GRANTS ARE AWARDED BASED ON DIRECT APPLICATION TO HHMI FOR SPECIFIC INITIATIVES RELATED TO US SCIENCE OR SCIENCE EDUCATION. IN ORDER TO MONITOR THE ACTIVITIES AND PRODUCTIVITY OF THE GRANTS, EACH GRANTEE IS REQUIRED TO SUBMIT ANNUAL FINANCIAL AND PROGRESS REPORTS. THESE REPORTS ARE REVIEWED BY HHMI STAFF. SITE VISITS AND AUDITS ARE CONDUCTED IF WARRANTED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID E CLAPHAM PHD
SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER$553,801$0$0$0$36,490$0$34,500$0$38,947$0$663,738$0$0$0
GERALD M RUBIN PHD
SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC$568,012$0$0$0$31,403$0$34,500$0$27,922$0$661,837$0$0$0
SEAN B CARROLL PHD
INVESTIGATOR/FORMER VP SCI. & ED. MEDIA GROUP$484,613$0$0$0$109,085$0$34,500$0$27,067$0$655,265$0$0$0
NATASHA NEISES
SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS$293,905$0$0$0$687$0$29,831$0$15,227$0$339,650$0$0$0
DONALD KOCH
VP & CHIEF INVESTMENT OFFICER$1,140,785$0$765,853$0$21,382$0$34,500$0$42,446$0$2,004,966$0$0$0
ERIN K O'SHEA PHD
PRESIDENT$1,622,670$0$0$0$29,450$0$34,500$0$34,764$0$1,721,384$0$0$0
HEIDI E HENNING ESQ
VP & GENERAL COUNSEL & SECRETARY$803,063$0$0$0$28,827$0$34,500$0$21,120$0$887,510$0$0$0
LESLIE B VOSSHALL PHD
VP & CHIEF SCIENTIFIC OFFICER$745,726$0$0$0$26,566$0$34,500$0$43,535$0$850,327$0$0$0
BLANTON TOLBERT PHD
VP SCIENCE LEADERSHIP AND CULTURE (THRU 05/25)/LAB HEAD$774,402$0$0$0$4,087$0$34,500$0$20,379$0$833,368$0$0$0
NELSON SPRUSTON PHD
VP & EXEC DIR, JANELIA RESEARCH CAMPUS$639,268$0$0$0$4,544$0$34,500$0$37,071$0$715,383$0$0$0
SETH GROSSMAN ESQ
VP, CHIEF OPERATING OFFICER & SENIOR ADVISOR TO THE PRESIDENT$437,473$0$90,000$0$13,745$0$34,500$0$12,443$0$588,161$0$0$0
LYNNE LOCHTE
CHIEF FINANCIAL OFFICER & TREASURER$455,978$0$0$0$25,183$0$34,500$0$19,229$0$534,890$0$0$0
KRISTINA HEIBERGER ESQ
DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY$401,320$0$0$0$23,691$0$34,500$0$47,772$0$507,283$0$0$0
BODO STERN PHD
CHIEF OF STRATEGIC INITIATIVES$421,680$0$0$0$25,015$0$34,500$0$19,615$0$500,810$0$0$0
JEREMY COMPTON
CONTROLLER$264,619$0$0$0$599$0$26,602$0$13,662$0$305,482$0$0$0
KRISTIAN GREENE
DIRECTOR, TREASURY OPERATIONS & ASSISTANT TREASURER$175,673$0$0$0$382$0$18,755$0$36,921$0$231,731$0$0$0
MARK SPROLES
MANAGING DIRECTOR, PRIVATE MARKETS$605,195$0$576,365$0$25,859$0$34,500$0$2,151$0$1,244,070$0$0$0
KAREN EIFLER
MANAGING DIRECTOR, PUBLIC MARKETS$619,136$0$538,964$0$1,955$0$34,500$0$1,652$0$1,196,207$0$0$0
GLEN ZWICKER
MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS$546,919$0$472,358$0$24,412$0$34,500$0$40,335$0$1,118,524$0$0$0
RICHARD AXEL MD
INVESTIGATOR$785,373$0$0$0$21,288$0$34,500$0$13,764$0$854,925$0$0$0
RONALD VALE PHD
SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC$759,189$0$0$0$10,333$0$34,500$0$22,048$0$826,070$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelUNDER HHMI POLICIES, HHMI REIMBURSES ITS TRUSTEES FOR THE REASONABLE COST OF AIRFARE ONE CLASS ABOVE ECONOMY/PREMIUM ECONOMY FOR DOMESTIC AND INTERNATIONAL FLIGHTS, AND ITS EMPLOYEES (INCLUDING ITS OFFICERS) FOR THE REASONABLE COST OF AIRFARE AT ONE CLASS ABOVE ECONOMY/PREMIUM ECONOMY FOR INTERNATIONAL TRIPS EXCEEDING SIX HOURS FLYING TIME AND RED-EYE FLIGHTS. IF A PARTICULAR AIRCRAFT DOES NOT HAVE A BUSINESS CLASS SECTION, ONE CLASS ABOVE ECONOMY/PREMIUM ECONOMY MAY BE FIRST CLASS. SUCH TRAVEL REIMBURSEMENTS ARE EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH HHMI'S ACCOUNTABLE PLAN. DURING FISCAL YEAR 2025, 3 OFFICERS, 6 TRUSTEES, AND 2 HIGHEST COMPENSATED EMPLOYEES FLEW FIRST CLASS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useHHMI'S PRESIDENT RESIDES IN AN HHMI-OWNED HOUSE ON THE HEADQUARTERS CAMPUS AND IS REQUIRED TO LIVE IN THIS RESIDENCE AS A CONDITION OF EMPLOYMENT. BECAUSE HHMI'S PRESIDENT IS ALSO REQUIRED TO SPEND TIME AT HHMI'S JANELIA CAMPUS, WHERE SHE RUNS A RESEARCH LABORATORY, ATTENDS MEETINGS, AND PARTICIPATES IN CONFERENCES, HHMI MAKES AN APARTMENT AVAILABLE TO HER AT THAT LOCATION. ADDITIONALLY, HHMI'S VICE PRESIDENT AND EXECUTIVE DIRECTOR, JANELIA RESEARCH CAMPUS, IS REQUIRED AS A CONDITION OF EMPLOYMENT TO RESIDE ON THE JANELIA CAMPUS IN HOUSING BUILT FOR THAT PURPOSE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE INSTITUTE HAS ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR ITS PRESIDENT AND ITS VP & GENERAL COUNSEL & SECRETARY. THE DEFERRED COMPENSATION PLANS HAVE BOTH A PERFORMANCE PERIOD AS WELL AS PERFORMANCE GOALS. THESE AMOUNTS ARE NOT YET VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE.
Schedule J, Part I, Line 7 Non-fixed paymentsHHMI HAS AN INCENTIVE COMPENSATION PROGRAM FOR ITS INVESTMENT STAFF WHICH PROVIDES AN ANNUAL INCENTIVE AWARD THAT INCLUDES A QUANTITATIVE COMPONENT BASED ON PERFORMANCE OF HHMI'S PORTFOLIO AGAINST MARKET BENCHMARKS AND A DISCRETIONARY QUALITATIVE COMPONENT BASED ON INDIVIDUAL PERFORMANCE, INCLUDING ATTRIBUTES NOT DIRECTLY TIED TO PORTFOLIO PERFORMANCE. HHMI'S TRUSTEES APPROVED RETENTION PAYMENTS FOR CALENDAR 2024 IN LIEU OF PAYMENTS UNDER THE INCENTIVE COMPENSATION PROGRAM. EACH YEAR, THESE PAYMENTS ARE APPROVED BY THE TRUSTEES IN RELIANCE ON COMPARABILITY DATA AND A REASONABLENESS OPINION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. HHMI ALSO MAKES ONE-TIME PAYMENTS TO SOME OF ITS OTHER EMPLOYEES, INCLUDING BUT NOT LIMITED TO OFFICERS, IN RECOGNITION OF EXCEPTIONAL PERFORMANCE.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionWHEN RECRUITING INDIVIDUALS FOR HIGH-LEVEL POSITIONS, HHMI TYPICALLY ENTERS INTO INITIAL CONTRACTS. HHMI HAS ENTERED INTO INITIAL CONTRACTS WITH A NUMBER OF VICE PRESIDENTS. HHMI'S STANDARD PRACTICE IS TO HAVE INDEPENDENT COMPENSATION CONSULTANTS REGULARLY REVIEW AND CONFIRM THE REASONABLENESS OF COMPENSATION OF HHMI'S OFFICERS AND KEY EMPLOYEES, REGARDLESS OF WHETHER THE INITIAL CONTRACT EXCEPTION APPLIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
LOUDOUN COUNTY IDA
A521310230545910AL52003-02-27$500,000,000SERIES 2003 - FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUSfalsefalsefalse
LOUDOUN COUNTY IDA
B521310230545910AP62009-10-02$23,000,000SERIES 2009B - FINANCE CONSTRUCTION OF JANELIA APTfalsefalsefalse
LOUDOUN COUNTY IDA
C521310230545910AQ42013-05-15$33,130,000SERIES 2013A - FINANCE CONSTRUCTION OF JANELIA APT Bfalsefalsefalse
MEDCO
D521376562574205FY12008-02-21$83,500,000SERIES 2008A - FINANCE CONSTRUCTION OF HQ EXPANSIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$534,028,000$0$54,203,000$0$200,000$0$0$479,625,000$0$02006falsefalseYes (true)Yes (true)
B$0$0$23,022,042$0$904,914$0$0$0$43,305$22,073,823$0$02011falsefalseYes (true)Yes (true)
C$0$0$33,145,417$0$1,173,864$0$397,311$0$0$31,574,242$0$02015falsefalseYes (true)Yes (true)
D$0$0$84,953,297$0$5,954,687$0$631,673$0$0$78,366,937$0$02010falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalse0falseYes (true)
BfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)
CfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)
DfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
WELLS FARGO
AfalsefalsefalseYes (true)Yes (true)Yes (true)20.0falsefalsefalse0falsefalseYes (true)
JPMORGAN CHASE
BfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalse0falsefalseYes (true)
WELLS FARGO BANK
CfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalse0falsefalseYes (true)
JP MORGAN
DfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Part IThe bond issued February 27, 2003 also includes CUSIPS 545910AM3, 545910AG6, 545910AH4, 545910AJO, and 545910AK7.
Schedule K, Part II, Line 3 Part II, Line 3 - Total ProceedsThe bonds issued on 2/27/2003, 10/2/2009, 5/15/2013, 2/21/2008, 6/6/2019, and 9/15/2022 included investment proceeds that made up the difference between the amount of the bond issue and the total proceeds.
Schedule K, Part IV Part IV - Name of ProviderThe other counterparties pertaining to the bond issued on 2/27/2003 were Bank of America (30 years), Goldman Sachs (30 years) and JP Morgan (30 years.)
Schedule K, Part IV, Line 2c COLUMN AIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 03/02/2023
Schedule K, Part IV, Line 2c COLUMN BIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/10/2024
Schedule K, Part IV, Line 2c COLUMN CIssuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/16/2023
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MEDCO The calculation for computing no rebate due was performed on 02/28/2023
Schedule K, Part IV, Line 2c COLUMN BIssuer name: ECO. DEV. AUTH. OF LOUDOUN CTY, VA The calculation for computing no rebate due was performed on 07/01/2024

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MEDCO
A521376562574205FZ82008-05-15$76,500,000SERIES 2008B - REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990falsefalsefalse
ECO DEV AUTH OF LOUDOUN CTY VA
B52131023054601TAA42019-06-06$51,773,425SERIES 2019A - FINANCE CONSTRUCTION OF JANELIA APT Cfalsefalsefalse
ECO DEV AUTH OF LOUDOUN CTY VA
C52131023054601TAB22022-09-15$156,976,000SERIES 2022A - FINANCE IMPROVEMENTS TO JRC RESEARCH & OPS SPACE; REFI TAXABLE DEBT DATED 5/21/22falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$76,500,000$0$0$0$0$0$0$0$76,500,000$01993Yes (true)falseYes (true)Yes (true)
B$0$0$52,384,157$0$0$0$772,575$0$0$51,611,582$0$02021falsefalseYes (true)Yes (true)
C$0$0$172,677,633$0$16,284,444$0$1,273,839$0$0$47,388,634$40,463,094$67,267,622falseYes (true)falseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalse000.0falsefalse0falsefalse
BfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)
CfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
GOLDMAN SACHS
AfalsefalseYes (true)falseYes (true)Yes (true)30.0falsefalsefalse0falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWEN TOLBERTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgCHILDRelationshipWithOrgTxt
Cash Grant$345CashGrantAmt
Type Of AssistanceHOUSINGTypeOfAssistanceTxt
Assistance PurposeMEDICAL RESEARCHAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
VIKNESH SIVANATHAN
SPOUSE$211,320SALARY & BENEFITSfalse
DANETTE SPRUSTON
SPOUSE$116,358SALARY & BENEFITSfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONSTWO OFFICERS ARE MARRIED TO STAFF MEMBERS. CONSISTENT WITH HHMI POLICIES, NEITHER STAFF MEMBER REPORTS TO THEIR SPOUSE.
Schedule L, Part III, Column (d) REPORTABLE GRANTS OR OTHER ASSISTANCETHE CHILD OF AN OFFICER PARTICIPATED IN THE INSTITUTE'S JANELIA-MEYERHOFF UNDERGRADUATE SUMMER PROGRAM. CONSISTENT WITH HHMI POLICIES ON CONFLICTS OF INTEREST AND COMMITMENT, THE OFFICER DOES NOT HAVE OVERSIGHT OF THIS PROGRAM AND IS NOT INVOLVED IN ITS SELECTION PROCESS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE HOWARD HUGHES MEDICAL INSTITUTE'S FORM 990 IS INITIALLY PREPARED BY ITS TAX COMPLIANCE DEPARTMENT, IN COORDINATION WITH OTHER HHMI DEPARTMENTS AS NEEDED. THE DRAFT RETURN IS REVIEWED BY SENIOR MANAGEMENT OF HHMI AND BY ATTORNEYS IN HHMI'S OFFICE OF THE GENERAL COUNSEL. FOLLOWING THESE REVIEWS AND THE RESOLUTION OF ANY QUESTIONS THAT HAVE BEEN RAISED, THE DRAFT RETURN IS REVIEWED BY HHMI'S OUTSIDE TAX PREPARER. FINALLY, A COPY OF THE RETURN IS PROVIDED TO THE MEMBERS OF HHMI'S BOARD OF TRUSTEES SO THAT THEY HAVE AN OPPORTUNITY TO REVIEW AND COMMENT ON THE RETURN BEFORE IT IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policyIN ADDITION TO HHMI'S CODE OF CONDUCT, WHICH ADDRESSES CONFLICTS OF INTEREST AND APPLIES TO ALL HHMI EMPLOYEES, OFFICERS, TRUSTEES, AND ADVISORS, HHMI HAS SPECIFIC CONFLICT OF INTEREST POLICIES FOR DIFFERENT CATEGORIES OF PERSONNEL. UNDER THE HHMI POLICIES THAT APPLY TO TRUSTEES, OFFICERS, AND KEY EMPLOYEES, THESE INDIVIDUALS MUST DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, AND MUST CERTIFY ANNUALLY THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THAT APPLIES TO THEM. ANNUAL DISCLOSURES AND CERTIFICATIONS ARE REVIEWED BY HHMI'S OFFICE OF THE GENERAL COUNSEL, AND BY OTHER HHMI MANAGERS AS NEEDED. THE CONFLICT OF INTEREST POLICY COVERING HHMI'S TRUSTEES ALSO REQUIRES EACH TRUSTEE TO DISCLOSE TO THE OTHER TRUSTEES ANY ACTUAL OR APPARENT CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED HHMI TRANSACTION. IF THE OTHER TRUSTEES DECIDE THAT THERE IS ONLY THE APPEARANCE OF A CONFLICT OF INTEREST, AND THAT IT COULD NOT REASONABLY BE CONSIDERED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF THE DISCLOSING TRUSTEE WITH RESPECT TO THE TRANSACTION AT ISSUE, NO FURTHER ACTION IS REQUIRED TO ADDRESS THE APPARENT CONFLICT. IN ALL OTHER CASES, INCLUDING ALL ACTUAL CONFLICTS OF INTEREST, THE DISCLOSING TRUSTEE IS NOT PERMITTED TO PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION UNDER CONSIDERATION, AND MUST LEAVE THE ROOM DURING THE DELIBERATION AND VOTE. THE CONFLICT OF INTEREST POLICIES COVERING HHMI'S OFFICERS AND KEY EMPLOYEES REQUIRE EACH COVERED INDIVIDUAL TO OBTAIN SUPERVISORY APPROVAL UP TO THE LEVEL OF HHMI'S PRESIDENT BEFORE ENTERING INTO AN AFFILIATION WITH OR ACQUIRING AN INTEREST OF 1% OR MORE IN ANY ENTITY THAT IS OR MAY BECOME A RECIPIENT OF HHMI FUNDS. HHMI'S PRESIDENT, IN CONSULTATION WITH HHMI'S GENERAL COUNSEL, MAY PERMIT THE AFFILIATION OR INTEREST IF IT WOULD NOT INTERFERE WITH THE COVERED INDIVIDUAL'S PERFORMANCE OF HIS OR HER HHMI RESPONSIBILITIES, WOULD NOT CREATE THE APPEARANCE OF A CONFLICT OF INTEREST, AND WOULD BE CONSISTENT WITH SOUND BUSINESS JUDGMENT. HHMI'S PRESIDENT MAY SET CONDITIONS ON APPROVAL, FOR EXAMPLE THAT THERE BE NO REMUNERATION TO THE COVERED INDIVIDUAL. PROPOSED AFFILIATIONS AND INTERESTS OF 1% OR MORE OF HHMI'S PRESIDENT ARE SUBJECT TO THE APPROVAL OF THE CHAIR OF THE TRUSTEES.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT & COMPENSATION COMMITTEE OF HHMI'S BOARD OF TRUSTEES ENGAGES ONE OR MORE INDEPENDENT COMPENSATION CONSULTANTS TO CONDUCT A STUDY OF COMPARABLE MARKET DATA. THE STUDY INCLUDES DATA FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE INDEPENDENT COMPENSATION CONSULTANTS ALSO PROVIDE AN OPINION REGARDING THE REASONABLENESS OF THE COMPENSATION ARRANGEMENTS FOR THE POSITIONS INCLUDED IN THE STUDY. THE STUDY INCLUDES COMPARABLE MARKET DATA FOR ALL COMPONENTS OF COMPENSATION FOR EACH PERSON COVERED BY THE STUDY, INCLUDING BASE SALARY, INCENTIVE COMPENSATION (IF ANY), AND BENEFITS. THE BOARD OF TRUSTEES RELIES ON THE MARKET DATA AND OPINION PROVIDED BY THE COMPENSATION CONSULTANT IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE DECISION IS MADE BY INDEPENDENT TRUSTEES. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A SPECIFIC OFFICER OR KEY EMPLOYEE MUST RECUSE HIMSELF OR HERSELF FROM THE DECISION ON THAT PERSON'S COMPENSATION AND LEAVE THE MEETING ROOM DURING THE DEBATE AND VOTE ON IT. IN THE ALTERNATE YEARS WHEN A STUDY IS NOT DONE, THE TRUSTEES CONFIRM WITH THE INDEPENDENT COMPENSATION CONSULTANTS THAT THE RANGE OF ANY PROPOSED MERIT INCREASES FOR HHMI EMPLOYEES, INCLUDING SENIOR MANAGEMENT, IS REASONABLE COMPARED WITH THE GENERALLY PREVAILING COMPENSATION INCREASES IN THE MARKET OVER THE PAST YEAR. THE BOARD OF TRUSTEES RELIES ON THIS ADVICE IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. RECUSAL PROCEDURES ARE THE SAME AS IN THE YEARS WHEN A STUDY IS DONE. IN EACH YEAR, MINUTES OF THE DISCUSSIONS AND DECISIONS REGARDING COMPENSATION ARE PREPARED AFTER EACH MEETING AND ARE SUBMITTED FOR APPROVAL AT THE NEXT MEETING. APPROVED MINUTES ARE KEPT IN HHMI'S RECORDS. ALL MINUTES INCLUDE THE DATE OF THE MEETING, IDENTIFY THOSE TRUSTEES WHO ATTENDED AND VOTED ON THE COMPENSATION ARRANGEMENTS, AND NOTE ANY RECUSALS OF TRUSTEES WITH A CONFLICT OF INTEREST. THE COMPARABILITY STUDIES AND OPINIONS RELIED ON AT THE MEETING ARE REFERENCED IN THE MINUTES, AND COPIES OF THESE MATERIALS ARE ALSO KEPT IN HHMI'S RECORDS. HHMI'S BOARD OF TRUSTEES FOLLOWED THIS PROCESS IN AUGUST 2025 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2026: PRESIDENT, OTHER OFFICERS, AND INVESTMENT DEPARTMENT MANAGING DIRECTORS.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE COMPENSATION FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS SET USING THE FOLLOWING PROCEDURES: EVERY OTHER YEAR, THE AUDIT & COMPENSATION COMMITTEE OF HHMI'S BOARD OF TRUSTEES ENGAGES ONE OR MORE INDEPENDENT COMPENSATION CONSULTANTS TO CONDUCT A STUDY OF COMPARABLE MARKET DATA. THE STUDY INCLUDES DATA FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE INDEPENDENT COMPENSATION CONSULTANTS ALSO PROVIDE AN OPINION REGARDING THE REASONABLENESS OF THE COMPENSATION ARRANGEMENTS FOR THE POSITIONS INCLUDED IN THE STUDY. THE STUDY INCLUDES COMPARABLE MARKET DATA FOR ALL COMPONENTS OF COMPENSATION FOR EACH PERSON COVERED BY THE STUDY, INCLUDING BASE SALARY, INCENTIVE COMPENSATION (IF ANY), AND BENEFITS. THE BOARD OF TRUSTEES RELIES ON THE MARKET DATA AND OPINION PROVIDED BY THE COMPENSATION CONSULTANT IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES. THE DECISION IS MADE BY INDEPENDENT TRUSTEES. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A SPECIFIC OFFICER OR KEY EMPLOYEE MUST RECUSE HIMSELF OR HERSELF FROM THE DECISION ON THAT PERSON'S COMPENSATION AND LEAVE THE MEETING ROOM DURING THE DEBATE AND VOTE ON IT. IN THE ALTERNATE YEARS WHEN A STUDY IS NOT DONE, THE TRUSTEES CONFIRM WITH THE INDEPENDENT COMPENSATION CONSULTANTS THAT THE RANGE OF ANY PROPOSED MERIT INCREASES FOR HHMI EMPLOYEES, INCLUDING SENIOR MANAGEMENT, IS REASONABLE COMPARED WITH THE GENERALLY PREVAILING COMPENSATION INCREASES IN THE MARKET OVER THE PAST YEAR. THE BOARD OF TRUSTEES RELIES ON THIS ADVICE IN MAKING COMPENSATION DECISIONS FOR HHMI'S PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. RECUSAL PROCEDURES ARE THE SAME AS IN THE YEARS WHEN A STUDY IS DONE. IN EACH YEAR, MINUTES OF THE DISCUSSIONS AND DECISIONS REGARDING COMPENSATION ARE PREPARED AFTER EACH MEETING AND ARE SUBMITTED FOR APPROVAL AT THE NEXT MEETING. APPROVED MINUTES ARE KEPT IN HHMI'S RECORDS. ALL MINUTES INCLUDE THE DATE OF THE MEETING, IDENTIFY THOSE TRUSTEES WHO ATTENDED AND VOTED ON THE COMPENSATION ARRANGEMENTS, AND NOTE ANY RECUSALS OF TRUSTEES WITH A CONFLICT OF INTEREST. THE COMPARABILITY STUDIES AND OPINIONS RELIED ON AT THE MEETING ARE REFERENCED IN THE MINUTES, AND COPIES OF THESE MATERIALS ARE ALSO KEPT IN HHMI'S RECORDS. HHMI'S BOARD OF TRUSTEES FOLLOWED THIS PROCESS IN AUGUST 2025 IN DETERMINING COMPENSATION FOR THE FOLLOWING POSITIONS FOR FISCAL YEAR 2026: PRESIDENT, OTHER OFFICERS, AND INVESTMENT DEPARTMENT MANAGING DIRECTORS.
Form 990, Part VI, Line 19 Required documents available to the publicHHMI'S CERTIFICATE OF INCORPORATION AND BY-LAWS ARE AVAILABLE ON REQUEST. HHMI'S CODE OF CONDUCT, WHICH ADDRESSES CONFLICTS OF INTEREST, IS AVAILABLE TO THE PUBLIC ON THE HHMI WEBSITE. A DOWNLOADABLE COPY OF HHMI'S MOST RECENT AUDITED FINANCIAL STATEMENTS IS ALSO AVAILABLE TO THE PUBLIC ON THE WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesGrant write-offs - 31470000; Grant refunds - 805608; Other components of net periodic benefit cost - -14229244; Total - 18046364;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
HHMI I LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI IV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$214,543$2,552,588
HHMI VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XIV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI XV LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
HHMI-SA LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815RESEARCHDEHHMI
JANELIA FARM HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815HOLDING COMPANYVAHHMI
LSV ADVANTAGE INTERNATIONAL III LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDEHHMI
LSV ADVANTAGE INTERNATIONAL III-B LLC
540 MADISON AVENUE 33RD FLNew YorkNY10022INVESTMENTDEHHMI$9,895,540$68,043,150
LSV ADVANTAGE INTL III (CAYMAN) LTD
INVESTMENTHHMI-$76,652$1,124,95689 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205980689621CJ
LSV ADVANTAGE INTL III-B (CAYMAN) LTD
INVESTMENTHHMI-$467,808$9,183,98189 NEXUS WAY 2/F CAMANA BAYGRAND CAYMANCJKY11205981087158CJ
MISSING LINK PRODUCTIONS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDEHHMI471329820
PSG LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$17,153
SELDEN ISLAND HOLDING LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTVAHHMI
SPRUGOS INVESTMENTS II LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS III LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$111,034$1,089,850
SPRUGOS INVESTMENTS IX LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS V LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS VI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS VII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$5$213,651
SPRUGOS INVESTMENTS VIII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI$18,609,601$223,817,910
SPRUGOS INVESTMENTS X LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS XI LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
SPRUGOS INVESTMENTS XII LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815INVESTMENTDEHHMI
TANGLED BANK STUDIOS LLC
4000 JONES BRIDGE ROADCHEVY CHASEMD20815FILM PRODDEHHMI$49,474

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdProvince Or StateForeignAddress/ProvinceOrStateNmAddress Line2USAddress/AddressLine2TxtBusiness Name Line2RelatedOrganizationName/BusinessNameLine2TxtAddress Line2ForeignAddress/AddressLine2Txt
AGELLUS BLACKPOINT CO-INVEST LP
7701 FORSYTH BLVD STE 350CLAYTONMO63105331778217INVESTMENTMOHHMIExcluded$0$10,691,932falsefalse1
APCM OPPORTUNITY FUND LP
530 FIFTH AVENUE 20TH FLOORNEW YORKNY10036841808166INVESTMENTDEHHMIExcluded$2,678,184$101,303,596falsefalse0.99
BLOSSOM CAPITAL CO-INVESTMENT (A) LP
INVESTMENTHHMIExcluded$1,293$5,073,468falsefalse1NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
BLOSSOM CAPITAL CO-INVESTMENT (CH) LP
INVESTMENTHHMIExcluded$423$16,544,206falsefalse0.62NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
BLOSSOM CAPITAL CO-INVESTMENT (MP) LP
INVESTMENTHHMIExcluded$114$15,047,118falsefalse0.5NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
BLOSSOM CAPITAL CO-INVESTMENT (P1) LP
INVESTMENTHHMIExcluded$914$10,075,138falsefalse1NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
BLOSSOM CAPITAL CO-INVESTMENT (S) LP
INVESTMENTHHMIExcluded$648$5,076,369falsefalse0.77NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
BLOSSOM CAPITAL CO-INVESTMENT (T1) LP
INVESTMENTHHMIExcluded$891$10,026,613falsefalse1NORTH SUITE 2 TOWN MILLS RUE DU PST PETER PORTGKGY11LTGK
CERBERUS HH PARTNERS AIV LP
854216473INVESTMENTHHMIExcluded-$3,183,984$3,567,102falsefalse0.95ONE NEXUS WAYCAMANA BAYCJKY19005CJGRAND CAYMAN
CERBERUS HH PARTNERS LP
981102879INVESTMENTHHMIExcluded-$8,020,215$9,627,200falsefalse0.92ONE NEXUS WAYCAMANA BAYCJKY19005CJGRAND CAYMAN
COMBINED RATIO PARTNERS LP
1350 AVENUE OF THE AMERICASNEW YORKNY10019993230603INVESTMENTDEHHMIExcluded$421,046$31,137,265falsefalse0.88SUITE 3005
DARK ROAST CAPITAL LP
130 W 42ND ST 20TH FLNEW YORKNY10036843603822INVESTMENTDEHHMIExcluded$6,582,157$46,157,252falsefalse0.66
DCVR HM STRATEGIC PARTNERS LP (FKA COLHM STRATEGIC PARTNERS LP)
515 SOUTH FLOWER ST 44TH FLLOS ANGELESCA90071453436140INVESTMENTCAHHMIExcluded-$2,248,542$18,838,465falsefalse1
DIAKRISIS FUND LP
2777 SUMMER STREET SUITE 301STAMFORDCT06905352577920INVESTMENTCTHHMIExcluded$21,142,347$327,741,618falsefalse0.56
ECHO STREET CAPITAL CV 1 LLC
251 LITTLE FALLS DRIVEWILMINGTONDE19808872886530INVESTMENTDEHHMIExcluded$1,501$8,021,991falsefalse1
ELLINGTON SYSTEMATIC CREDIT MASTER FUND LTD FKA HH ELLINGTON MASTER FUND LT
981020904INVESTMENTELLINGTON SYSTEMATIC CREDIT FUND LTDExcluded$0$0falsefalse0WALKER HOUSE 87 MARY STGEORGE TOWNCJKY11104CJGRAND CAYMAND
EMMA 1 MASTER FUND LP
411 WEST PUTNAM AVENUEGREENWICHCT06830981500184INVESTMENTEMMA 1 FEEDER FUND LTDExcluded$12,211,981$143,049,663falsefalse0.93
ENDEAVOR CAPITAL PRIVATE INVESTMENTS I LP
410 GREENWICH AVENUEGREENWICHCT06830823123572INVESTMENTCTHHMIExcluded$13,868,085$80,631,024falsefalse0.76
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
1313 DOLLEY MADISON BLVDMCLEANVA22101825280920INVESTMENTVAHHMIExcluded-$2,239,764$29,792,883falsefalse0.98SUITE 306
GEM BVP CO-INV-A LP
900 NORTH MICHIGAN AVENUECHICAGOIL60611472251559INVESTMENTILHHMIExcluded$383,343$5,496,624falsefalse1SUITE 1450
HH HOLDCO CO-INVESTMENT FUND LP
32 BROADWAY SUITE 1201NEW YORKNY10017300864915INVESTMENTNYHHMIExcluded$1,137,866$31,693falsefalse0
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS A LP
INVESTMENTHHMIExcluded$18,749$28,146,108falsefalse0.8650 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
INVESTMENTHHMIExcluded$224$4,795,133falsefalse0.8150 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
INVESTMENTHHMIExcluded$224$4,795,133falsefalse0.8150 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
INVESTMENTHHMIExcluded$224$4,795,133falsefalse0.8150 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
INVESTMENTHHMIExcluded$1,144,065$42,632,276falsefalse0.8850 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
INVESTMENTHHMIExcluded$1,144,065$42,632,276falsefalse0.8850 LA COLOMBERIEST HELIERJEJE24QBJE
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
INVESTMENTHHMIExcluded$1,144,065$42,632,276falsefalse0.8850 LA COLOMBERIEST HELIERJEJE24QBJE
MADISON ACQUISITION 4 LP
540 MADISON AVENUE 33RD FLNEW YORKNY10022364705548INVESTMENTDELSV ADVANTAGE INTERNATIONAL III-B LLCExcluded-$633,137$3,142,958falsefalse0.65
MONARCH SPECIAL OPPORTUNITIES MASTER FUND LTD
INVESTMENTMSOF HOLDINGS LTDExcluded$8,853,674$50,421,817falsefalse0.8096C/O INTERNATIONAL FUND SERVICESDUBLINEI2CJ78 SIR JOHN ROGERSONS QUAY
MSOF HOLDINGS LTD
INVESTMENTMONARCH SPECIAL OPPORTUNITIES FUND LTDExcluded$7,497,032$46,464,640falsefalse0.85C/O INTERNATIONAL FUND SERVICESDUBLINEI2CJ78 SIR JOHN ROGERSONS QUAY
NORTH PEAK CAPITAL ALPHA FUND LP
405 LEXINGTON AVENUE STE 5001NEW YORKNY10174921228748INVESTMENTDEHHMIExcluded$1,668,574$326,710,963falsefalse1
PRISMA CAPITAL SOLUTIONS FUND II B LP
981628774INVESTMENTPRISMA CAPITAL SOLUTIONS FUND II FEEDER LPExcluded$33,210,666$118,081,412falsefalse0.82C/O 152928 CANADA INC 199 BAY STTORONTOCAM5L1B9CAONTARIO5300 COMMERCE COURT WEST
PRISMA CAPITAL SPECIAL SITUTATIONS FUND I C LP
981468087INVESTMENTPRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LPExcluded$13,685,227$28,914,134falsefalse0.6C/O 152928 CANADA INC 199 BAY STTORONTOCAM5L1B9CAONTARIO5300 COMMERCE COURT WEST
QED SOL HOLDINGS LLC
251 LITTLE FALLS DRIVEWILMINGTONDE19808874527491INVESTMENTDEHHMIExcluded$0$13,258,706falsefalse0.53
RCH OIL AND GAS MIDSTREAM FUND
3953 MAPLE AVENUEDALLASTX75219831010065INVESTMENTTXHHMIExcluded$51,786,821$127,321,652falsefalse1SUITE 180
SOLUS OPPORTUNITIES FUND 2 LP
410 PARK AVENUE 11TH FLOORNEW YORKNY10022463541945INVESTMENTNYHHMIExcluded$29,379$19,465,571falsefalse0.89
SINGULAR SPARTA EXTENSION FPCI
INVESTMENTHHMIExcluded$0$0falsefalse038 Rue Des JeuneursParisFR75002FR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AMPFIELD CO-INVESTMENT (OFFSHORE) LTD
C/O MOURANT GOVERN SERVICES CAYMAN94 SOLARIS AVE PO BOX 1348CAMANA BAYGRAND CAYMANCJKY11108INVESTMENTCJHHMIC Corporation$30,481$24,314,6241Yes (true)
AMPFIELD HOLDINGS (OFFSHORE) (H) LTD
C/O MOURANT GOVERN SERVICES CAYMAN94 SOLARIS AVE PO BOX 1348CAMANA BAYGRAND CAYMANCJKY11108INVESTMENTCJHHMIC Corporation$10,927,190$275,798,2131Yes (true)923091466
BLANTYRE MULANJE SPC
PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation-$412,541$2,418,4580.61Yes (true)
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation$12,266,097$99,818,3320.59Yes (true)
BLANTYRE SPECIAL SITUATIONS FUND II LIMITED
PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation$16,127,012$132,121,1640.67Yes (true)981560800
BRIARWOOD CAPITAL (OFFSHORE) LTD
INVESTMENTHHMIC Corporation$16,355,097$180,916,0660.6Yes (true)130 W 42ND ST20TH FLOORNEW YORKNY10036
EJF IB FINANCING LP
WALKERS CORPORATE27 HOSPITAL ROADGEORGE TOWNGRAND CAYMANCJKY19008INVESTMENTCJHHMIC Corporation$962,653$8,823,4111Yes (true)981293036
ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD)
WALKER HOUSE 87 MARY STREETGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation$0$00Yes (true)
EMMA 1 FEEDER FUND LTD
89 NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205INVESTMENTCJHHMIC Corporation$12,707,497$140,269,5981Yes (true)981500792
EPIRIS FUND II CO-INVESTMENT (B) 2 LP
11-15 SEATON PLACEST HELIERJEJE40QHINVESTMENTJEHHMIC Corporation$10,111$10,841,2970.89Yes (true)981466593
LINONIA PARTNERS OFFSHORE FUND LTD
C/O HEDGESERV CAYMAN LTD6TH FL SIX CRICKET SQGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation$5,561,524$555,790,7590.53Yes (true)
LSV ADVANTAGE INTERNATIONAL III-B LTD
89 NEXUS WAY 2/F CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205INVESTMENTCJHHMIC Corporation$450,621$463,3941Yes (true)981315328
LSV ADVANTAGE INTERNATIONAL III-C LTD
89 NEXUS WAY 2/F CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY11205INVESTMENTCJHHMIC Corporation-$1,268,936$13,034,9861Yes (true)981331158
MONARCH SPECIAL OPPORTUNITIES FUND LTD
C/O INTERNATIONAL FUND SERVICES IR78 SIR JOHN ROGERSONS QUAYDUBLINEI2INVESTMENTCJHHMIC Corporation$7,497,032$46,464,6400.85Yes (true)981200421
NEWFOUNDLAND TERRANOVA OFFSHORE FUND
89 NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY19007INVESTMENTCJHHMIC Corporation0.53Yes (true)
NEWTYN OFFSHORE PARTNERS LTD
INVESTMENTHHMIC Corporation$34,808,732$289,552,7310.89Yes (true)C/O NEWTYN MANAGEMENT LLC60 EAST 42ND ST STE 690NEW YORKNY10165
PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP
199 BAY ST 5300 COMMERCE COURT WESTORONTOONTARIOCAM5L1B9INVESTMENTCAHHMIC Corporation$2,118,167$92,141,7621Yes (true)981632841
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
199 BAY ST 5300 COMMERCE COURT WESTORONTOONTARIOCAM5L1B9INVESTMENTCAHHMIC Corporation$15,112,858$95,106,7341Yes (true)981492831
PSSI COINVESTMENT FEEDER 3 LP
RUA PEDROSO ALVARENGA691 CJ 1601SAO PAULOBR04531011INVESTMENTCAHHMIC Corporation$7,393,696$52,944,6680.98Yes (true)981552419
SPECIAL SITUATIONS HH CARRY LP
PO BOX 309 UGLAND HOUSEGEORGE TOWNGRAND CAYMANCJKY11104INVESTMENTCJHHMIC Corporation$607,761$6,093,4490.89Yes (true)981513197
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
INVESTMENTHHMIC Corporation$7,143,065$13,346,3801Yes (true)981520753125 GAITHER DR STE LMOUNT LAURELNJ08054
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
INVESTMENTHHMIC Corporation$32,930,912$110,927,9341Yes (true)981568847125 GAITHER DR STE LMOUNT LAURELNJ08054
WILLA A LP
CHARTER PLACE 1ST FL 23-27 SEATONST HELIERJEJE23QLINVESTMENTJEHHMIC Corporation$1,906$11,088,8421Yes (true)981380677
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (52 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AGELLUS BLACKPOINT CO-INVEST LP
B$8,556,838FMV
AGELLUS BLACKPOINT CO-INVEST LP
S$81,643FMV
AMPFIELD CO-INVESTMENT (OFFSHORE) LTD
B$32,500,000FMV
APCM OPPORTUNITY FUND LP
S$4,200,000FMV
BLANTYRE MULANJE SPC
S$4,946,543FMV
BLANTYRE SPECIAL SITUATIONS FUND I LIMITED
S$29,584,733FMV
BLOSSOM CAPITAL CO-INVESTMENT (CH) LP
S$56,616FMV
BRIARWOOD CAPITAL (OFFSHORE) LTD
B$15,350,000FMV
CERBERUS HH PARTNERS LP
S$2,612,846FMV
COMBINED RATIO PARTNERS LP
S$57,000,000FMV
DARK ROAST CAPITAL LP
B$2,200,000FMV
DCVR HM STRATEGIC PARTNERS LP (FKA COLHM STRATEGIC PARTNERS LP)
S$1,000,000FMV
ECHO STREET CAPITAL CV 1 LLC
B$50,000FMV
EJF IB FINANCING
S$2,300,000FMV
ELLINGTON SYSTEMATIC CREDIT FUND LTD (FKA HH ELLINGTON FUND LTD)
S$8,199,370FMV
EMMA 1 FEEDER FUND LTD
S$82,021,366FMV
ENDEAVOUR CAPITAL PRIVATE INVESTMENTS I LP
S$30,686,830FMV
EPIRIS FUND II CO-INVESTMENT (B) 2 LP
B$366,563FMV
FINANCIAL HYBRID OPPORTUNITY SPV I LLC
S$20,510,490FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
B$60,269FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B1 LP
S$1,035,599FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
B$60,269FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B2 LP
S$1,035,599FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
B$60,269FMV
IG4 CAPITAL INFRASTRUCTURE CO-INVESTMENTS B3 LP
S$1,035,599FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
B$517,158FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-A LP
S$2,403,069FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
B$243,202FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-B LP
S$2,403,069FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
B$243,202FMV
IG4 CAPITAL PRIVATE EQUITY INVESTMENTS II-C LP
S$2,403,069FMV
LINONIA PARTNERS OFFSHORE FUND LTD
B$211,091,271FMV
LINONIA PARTNERS OFFSHORE FUND LTD
S$201,091,271FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
B$322,350FMV
LSV ADVANTAGE INTERNATIONAL III-B LTD
S$2,001,420FMV
LSV ADVANTAGE INTERNATIONAL III-C LTD
B$119,151FMV
LSV ADVANTAGE INTERNATIONAL III-C LTD
S$549,144FMV
MADISON ACQUISITION 4 LP
B$279,084FMV
MADISON ACQUISITION 4 LP
S$635,986FMV
MONARCH SPECIAL OPPORTUNITIES FUND LTD - SERIES B
S$10,142,894FMV
NEWFOUNDLAND TERRA NOVA OFFSHORE FUND
S$13,803,863FMV
NEWTYN OFFSHORE PARTNERS LTD
B$215,780,653FMV
NEWTYN OFFSHORE PARTNERS LTD
S$215,780,653FMV
PRISMA CAPITAL SOLUTIONS FUND II FEEDER LP
B$17,339,950FMV
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
B$6,092,722FMV
PRISMA CAPITAL SPECIAL SITUATIONS FEEDER I LP
S$14,443,488FMV
SINGULAR SPARTA EXTENSION FPCI
B$5,000,000FMV
SOLUS OPPORTUNITIES FUND 2 LP
B$1,554,414FMV
SPECIAL SITUATIONS HH CARRY LP
S$612,486FMV
STAR ASIA JAPAN SPECIAL SITUATIONS IV FEEDER LP
S$5,302,013FMV
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
B$5,736,036FMV
STAR ASIA JAPAN SPECIAL SITUATIONS V FEEDER LP
S$29,420,012FMV

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