2026-02-10T15:40:20+00:00 2025-08-31 920460586 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2024-09-01 590735717 Howard Hughes Medical Institute HOWA 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 LYNNE LOCHTE CFO & Treasurer 2026-02-10 true TRAVIS L PATTON P00369623 2024141000 2026-02-10 2024 2025-03-06 01:10:19Z Erin O'Shea 4000 JONES BRIDGE ROAD CHEVY CHASE MD 208156789 20140663337 false X WWW.HHMI.ORG X 1953 DE THE 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. 12 12 2627 0 69894676 963690 1783098 4876459 4608732 1737313649 1966414132 17068130 31978095 1760221928 2004784057 57993764 63319232 0 0 458688071 490580362 0 0 0 635766035 624302950 1152447870 1178202544 607774058 826581513 27296895597 29497763012 1735903595 1879493442 25560992002 27618269570 THE 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. false false 832476143 184008 4559258 MEDICAL 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. 112031924 63135224 49474 SCIENCE 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. 944508067 true true false true false false false false false false true true false false true true false true false false true false false false false false false true true true true false false false false false false true false true false false false false false true true true true false false true X 1011 0 true 2627 true true true true IN AR ID JE KS LU RS SA SW TW AE UK BR CA CJ CH UC GK false false false false false false false false true false X 12 12 false false false false false false false true true false false false true true true true true true true true false false CA IL IN MA NY OR X LYNNE LOCHTE 3012158500 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 ALISON F RICHARD PHD TRUSTEE 3.0 0.0 X 70000 0 0 CHARLENE BARSHEFSKY ESQ TRUSTEE, CHAIR NOM & GOV COMM 4.0 0.0 X 87500 0 0 CLAYTON S ROSE PHD TRUSTEE, CHAIR 6.0 0.0 X 100000 0 0 DAVID JULIUS PHD TRUSTEE, CHAIR RESEARCH COMM 3.0 0.0 X 60000 0 0 DEBORA L SPAR PHD TRUSTEE, CHAIR AUDIT & COMP 4.0 0.0 X 70000 0 0 EDITH HEARD PHD TRUSTEE (AS OF 02/25)/ADVISORY BOARD MEMBER (2024) 2.0 0.0 X 12500 0 0 FRED R LUMMIS TRUSTEE, CHAIR FINANCE COMM 4.0 0.0 X 70000 0 0 JAY JACOBS TRUSTEE (AS OF 11/24) 2.0 0.0 X 15000 0 0 JOSEPH L GOLDSTEIN MD TRUSTEE 3.0 0.0 X 70000 0 0 KURT L SCHMOKE ESQ TRUSTEE (THRU 10/24) 2.0 0.0 X 50000 0 0 MARGARET D TUTWILER TRUSTEE 2.0 0.0 X 60000 0 0 PAUL M NURSE PHD TRUSTEE 2.0 0.0 X 60000 0 0 RISA LAVIZZO-MOUREY MD MBA TRUSTEE, CHAIR EDUCATION COMM 3.0 0.0 X 60000 0 0 BLANTON TOLBERT PHD VP SCIENCE LEADERSHIP AND CULTURE (THRU 05/25)/LAB HEAD 40.0 0.0 X 778489 0 54879 BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 40.0 0.0 X 446695 0 54115 DONALD KOCH VP & CHIEF INVESTMENT OFFICER 40.0 0.0 X 1928020 0 76946 ERIN K O'SHEA PHD PRESIDENT 40.0 0.0 X 1652120 0 69264 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 40.0 0.0 X 831890 0 55620 JEREMY COMPTON CONTROLLER 40.0 0.0 X 265218 0 40264 KRISTIAN GREENE DIRECTOR, TREASURY OPERATIONS & ASSISTANT TREASURER 40.0 0.0 X 176055 0 55676 KRISTINA HEIBERGER ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY 40.0 0.0 X 425011 0 82272 LESLIE B VOSSHALL PHD VP & CHIEF SCIENTIFIC OFFICER 40.0 0.0 X 772292 0 78035 LYNNE LOCHTE CHIEF FINANCIAL OFFICER & TREASURER 40.0 0.0 X 481161 0 53729 NELSON SPRUSTON PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 40.0 0.0 X 643812 0 71571 SETH GROSSMAN ESQ VP, CHIEF OPERATING OFFICER & SENIOR ADVISOR TO THE PRESIDENT 40.0 0.0 X 541218 0 46943 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS 40.0 0.0 X 1043689 0 74835 KAREN EIFLER MANAGING DIRECTOR, PUBLIC MARKETS 40.0 0.0 X 1160055 0 36152 MARK SPROLES MANAGING DIRECTOR, PRIVATE MARKETS 40.0 0.0 X 1207419 0 36651 RICHARD AXEL MD INVESTIGATOR 40.0 0.0 X 806661 0 48264 RONALD VALE PHD SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC 40.0 0.0 X 769522 0 56548 DAVID E CLAPHAM PHD SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER 40.0 0.0 X 590291 0 73447 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC 40.0 0.0 X 599415 0 62422 NATASHA NEISES SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS 40.0 0.0 X 294592 0 45058 SEAN B CARROLL PHD INVESTIGATOR/FORMER VP SCI. & ED. MEDIA GROUP 40.0 0.0 X 593698 0 61567 16792323 0 1234258 955 true true false ARAMARK SERVICES INCOPORATED 1101 MARKET STREET PHILADELPHIA PA 10107 CONFERENCE CENTER MANAGEMENT 8495550 JONES LANG LASALLE AMERICAS INC 525 WILLIAM PENN PLACE PITTSBURGH PA 15259 FACILITIES MANAGEMENT 3503353 COHEN & STEERS 1166 AVENUE OF THE AMERICAS NEW YORK NY 10036 INVESTMENT MANAGEMENT 3395583 WHITEHAWK CAPITAL PARTNERS 11601 WILSHIRE BLVD LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 2840656 ACCEL 500 UNIVERSITY AVENUE PALO ALTO CA 94301 INVESTMENT MANAGEMENT 2500241 143 1783098 1783098 RENTAL/OCCUPANCY INCOME 900099 4559258 4559258 TV & FILM INCOME 900099 49474 49474 0 0 0 0 4608732 265418448 44786818 220631630 3001710 3001710 31586061 31586061 0 0 19809212203 24661050 18135879280 0 1673332923 24661050 1697993974 25107858 1672886116 CAFETERIA 900099 257661 257661 CASH DISCOUNTS 900099 104939 104939 MISCELLANEOUS REVENUE 900099 29434 29434 0 0 0 0 392034 2004784057 4608732 69894676 1928497551 17142322 17142322 46176910 46176910 0 0 0 0 11960511 2477009 9483502 2961299 2961299 0 378317566 322910729 55406837 29459452 24776044 4683408 44871916 38533539 6338377 23009618 19697143 3312475 0 0 0 4334735 1421885 2912850 1178958 0 1178958 0 0 0 72402650 0 72402650 106403799 92341164 14062635 0 0 0 0 4016683 2387018 1629665 12582666 5749332 6833334 0 0 0 93416098 79750075 13666023 10390400 9421231 969169 0 0 0 6753297 5853807 899490 27032283 13755677 13276606 0 0 0 114802329 104258098 10544231 461354 107977 353377 LAB & OTHER SUPPLIES 103650373 102842677 807696 MINOR EQUIPMENT & RENOVATIONS 22166087 21269626 896461 EQUIPMENT MAINTENANCE 24935994 17555723 7380271 INCOME TAX 350387 350387 19424857 13118782 6306075 0 1178202544 944508067 233694477 0 383698131 645947872 0 0 0 0 18911403 17584215 2230992106 1471065010 784741202 759927096 5791224360 5409644608 19791090354 21916648565 0 527230147 748010656 27296895597 29497763012 261727003 274775084 101885569 70196270 932957452 935242011 0 0 0 439333571 599280077 1735903595 1879493442 X 25560992002 27618269570 25560992002 27618269570 27296895597 29497763012 X 826581513 1212649691 18046364 X false true true false X ASU AFFILIATED HOSPITALS TEMPE AZ Schedule A, Part I, Line 4 LIST OF HOSPITAL AFFILIATIONS LIST 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 QUALIFICATION THE 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 9551 9551 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE 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. 98859987 98859987 876208561 507372736 368835825 339739058 335185983 4553075 825919904 628506291 197413613 90264596 90264596 759927096 Closely-held equity interests Financial derivatives PRIVATE EQUITY 8347089487 F REAL ASSETS 1628700290 F PUBLIC EQUITY 6739156562 F INDEPENDENT RETURN 5201702226 F 21916648565 Federal Income Taxes INVESTMENTS PAYABLES 91115124 INVESTMENTS AND DERIVATIVE LIABILITIES 34291000 DEFERRED COMPENSATION LIABILITY 93598521 REPURCHASE OBLIGATIONS 108349660 LEASE OBLIGATIONS 212896781 OBLIGATION TO RETURN SECURITIES LENDING COLLATERAL 59028991 599280077 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote IN 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. Central America and the Caribbean INVESTMENT MANAGEMENT FEES 6824411 Europe (Including Iceland and Greenland) INVESTMENT MANAGEMENT FEES 11623446 North America (Canada & Mexico only) INVESTMENT MANAGEMENT FEES 1582192 Central America and the Caribbean Investments 8612816866 East Asia and the Pacific Investments 96878869 Europe (Including Iceland and Greenland) Investments 1898488120 Middle East and North Africa Investments 3773580 North America (Canada & Mexico only) Investments 393060022 Russia and Neighboring States Investments 66798 South America Investments 16965272 South Asia Investments 35429905 Sub-Saharan Africa Investments 14680032 East Asia and the Pacific MANAGEMENT & GENERAL 8013 Europe (Including Iceland and Greenland) MANAGEMENT & GENERAL 86892 Middle East and North Africa MANAGEMENT & GENERAL 447 North America (Canada & Mexico only) MANAGEMENT & GENERAL 5117 South America MANAGEMENT & GENERAL 1851 South Asia MANAGEMENT & GENERAL 3023 Sub-Saharan Africa MANAGEMENT & GENERAL 609 Central America and the Caribbean Program Services MEDICAL RESEARCH 10327 East Asia and the Pacific Program Services MEDICAL RESEARCH 160836 Europe (Including Iceland and Greenland) Program Services MEDICAL RESEARCH 724881 Middle East and North Africa Program Services MEDICAL RESEARCH 35773 North America (Canada & Mexico only) Program Services MEDICAL RESEARCH 147122 Russia and Neighboring States Program Services MEDICAL RESEARCH 5918 South America Program Services MEDICAL RESEARCH 39310 South Asia Program Services MEDICAL RESEARCH 5850 Sub-Saharan Africa Program Services MEDICAL RESEARCH 20484 Europe (Including Iceland and Greenland) Program Services SCIENCE ED / E-LIFE 2000000 East Asia and the Pacific Program Services SCIENCE ED / ED MEDIA 24793 Europe (Including Iceland and Greenland) Program Services SCIENCE ED / ED MEDIA 115759 Middle East and North Africa Program Services SCIENCE ED / ED MEDIA 2190 North America (Canada & Mexico only) 39 Program Services SCIENCE ED / ED MEDIA 281572 Russia and Neighboring States Program Services SCIENCE ED / ED MEDIA 321 South America Program Services SCIENCE ED / ED MEDIA 30041 South Asia Program Services SCIENCE ED / ED MEDIA 3847 Sub-Saharan Africa Program Services SCIENCE ED / ED MEDIA 8532 East Asia and the Pacific 2 Program Services SCIENCE ED / TANGLED BANK 212013 Europe (Including Iceland and Greenland) 7 Program Services SCIENCE ED / TANGLED BANK 1155449 North America (Canada & Mexico only) 5 Program Services SCIENCE ED / TANGLED BANK 78351 South America 1 Program Services SCIENCE ED / TANGLED BANK 776 Sub-Saharan Africa 2 Program Services SCIENCE ED / TANGLED BANK 48195 0 0 0 56 0 56 11092289982 5117823 11097407805 true true true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL 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-Accrual true UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 731377584 OKLAHOMA 39600 BIOINTERACTIVE NEW MEXICO STATE UNIVERSITY PO BOX 30001 LAS CRUCES NM 88003 856000401 NEW MEXICO 25000 DRIVING CHANGE NORTH CAROLINA A & T STATE UNIVERSITY 1601 E MARKET STREET GREENSBORO NC 27411 566000007 NORTH CAROLINA 25000 DRIVING CHANGE UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE RD MERCED CA 95343 270093858 CALIFORNIA 25000 DRIVING CHANGE UNIVERSITY OF RHODE ISLAND FOUNDATION 79 UPPER COLLEGE ROAD KINGSTON RI 02881 056014351 501(C)(3) 25000 DRIVING CHANGE ALLEN INSTITUTE 615 WESTLAKE AVE NORTH SEATTLE WA 98109 912155317 501(C)(3) 10000 MEDICAL RESEARCH BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02215 042774441 501(C)(3) 10000 MEDICAL RESEARCH CINCINNATI CHILDREN'S HOSPITAL MED CTR 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 10000 MEDICAL RESEARCH HARVARD UNIVERSITY 1033 MASS AVE CAMBRIDGE MA 02138 042103580 501(C)(3) 2113215 MEDICAL RESEARCH HELEN HAY WHITNEY FOUNDATION 20 SQUADRON BOULEVARD NEW YORK NY 10956 131677403 501(C)(3) 73500 MEDICAL RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD BALTIMORE MD 21211 520595110 501(C)(3) 10000 MEDICAL RESEARCH LA JOLLA INSTITUTE FOR IMMUNOLOGY 9420 ATHENA CIR LA JOLLA CA 92037 330328688 501(C)(3) 10000 MEDICAL RESEARCH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)(3) 10000 MEDICAL RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVE ANN ARBOR MI 48109 386006309 MICHIGAN 10000 MEDICAL RESEARCH STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 502742 MEDICAL RESEARCH THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501(C)(3) 10000 MEDICAL RESEARCH THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 3401 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 232237932 501(C)(3) 20000 MEDICAL RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO 505 PARNASSUS AVE SAN FRANCISCO CA 94143 946036493 CALIFORNIA 3062953 MEDICAL RESEARCH UNIVERSITY OF KENTUCKY 1401 UNIVERSITY DRIVE LEXINGTON KY 40506 616001218 KENTUCKY 10000 MEDICAL RESEARCH UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 731377584 OKLAHOMA 10000 MEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 455 MAIN ST CAMBRIDGE MA 02142 061043412 501(C)(3) 20000 MEDICAL RESEARCH YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 060646973 501(C)(3) 1286366 MEDICAL RESEARCH ELIZABETH CITY STATE UNIVERSITY 1704 WEEKSVILLE ROAD ELIZABETH CITY NC 27909 561047680 NORTH CAROLINA 20000 SCIENCE EDUCATION ALLIANCE FAYETTEVILLE STATE UNIVERSITY 1200 MURCHISON ROAD FAYETTEVILLE NC 28301 561238736 NORTH CAROLINA 20000 SCIENCE EDUCATION ALLIANCE NORTH CAROLINA A & T STATE UNIVERSITY 1601 E MARKET STREET GREENSBORO NC 27411 566000007 NORTH CAROLINA 20000 SCIENCE EDUCATION ALLIANCE NORTH CAROLINA CENTRAL UNIVERSITY 1801 FAYETTEVILLE ST DURHAM NC 27707 566000730 NORTH CAROLINA 370465 SCIENCE EDUCATION ALLIANCE SAINT AUGUSTINE'S UNIVERSITY 1315 OAKWOOD AVENUE RALEIGH NC 27610 560547478 501(C)(3) 20000 SCIENCE EDUCATION ALLIANCE BENNETT COLLEGE 900 E WASHINGTON STREET GREENSBORO NC 27401 560532296 501(C)(3) 20000 SUPPORT BENNETT COLLEGE IN OFFERING THE SEA-PHAGES PROJECT NATURE FORWARD 8940 JONES MILL ROAD CHEVY CHASE MD 20815 530233715 501(C)(3) 10000 SUPPORT ENVIRONMENTAL LITERACY EDUCATIONAL OUTREACH THE AMERICAN SOCIETY FOR CELL BIOLOGY 6120 EXECUTIVE BLVD ROCKVILLE MD 20852 396054285 501(C)(3) 25000 SUPPORT FOR THE SAN FRANCISCO DECLARATION ON RESEARCH ASSESSMENT (DORA) LOUDOUN COUNTY PUBLIC SCHOOLS 21000 EDUCATION COURT ASHBURN VA 21048 541603768 VIRGINIA 1000000 SUPPORT OF K-12 SCIENCE EDUCATION ACTIVITIES 29 0 GILLIAM FELLOWSHIPS 176 9629358 142169 FMV TRAVEL EXPENSES JANELIA UNDERGRADUATE SCHOLARS 33 108820 75188 FMV HOUSING AND TRAVEL EXPENSES SUMMER UNDERGRAD. RESEARCH PROG. 146 1752000 HANNA GRAY FELLOWSHIPS 111 34435691 33684 FMV TRAVEL EXPENSES Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds HHMI 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. X X true true X X X X X false true false false false false false true true true DAVID E CLAPHAM PHD SENIOR GROUP LEADER/FORMER VP & CHIEF SCIENTIFIC OFFICER 553801 0 0 0 36490 0 34500 0 38947 0 663738 0 0 0 GERALD M RUBIN PHD SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC 568012 0 0 0 31403 0 34500 0 27922 0 661837 0 0 0 SEAN B CARROLL PHD INVESTIGATOR/FORMER VP SCI. & ED. MEDIA GROUP 484613 0 0 0 109085 0 34500 0 27067 0 655265 0 0 0 NATASHA NEISES SENIOR DIRECTOR, FINANCIAL PLANNING & ANALYSIS 293905 0 0 0 687 0 29831 0 15227 0 339650 0 0 0 DONALD KOCH VP & CHIEF INVESTMENT OFFICER 1140785 0 765853 0 21382 0 34500 0 42446 0 2004966 0 0 0 ERIN K O'SHEA PHD PRESIDENT 1622670 0 0 0 29450 0 34500 0 34764 0 1721384 0 0 0 HEIDI E HENNING ESQ VP & GENERAL COUNSEL & SECRETARY 803063 0 0 0 28827 0 34500 0 21120 0 887510 0 0 0 LESLIE B VOSSHALL PHD VP & CHIEF SCIENTIFIC OFFICER 745726 0 0 0 26566 0 34500 0 43535 0 850327 0 0 0 BLANTON TOLBERT PHD VP SCIENCE LEADERSHIP AND CULTURE (THRU 05/25)/LAB HEAD 774402 0 0 0 4087 0 34500 0 20379 0 833368 0 0 0 NELSON SPRUSTON PHD VP & EXEC DIR, JANELIA RESEARCH CAMPUS 639268 0 0 0 4544 0 34500 0 37071 0 715383 0 0 0 SETH GROSSMAN ESQ VP, CHIEF OPERATING OFFICER & SENIOR ADVISOR TO THE PRESIDENT 437473 0 90000 0 13745 0 34500 0 12443 0 588161 0 0 0 LYNNE LOCHTE CHIEF FINANCIAL OFFICER & TREASURER 455978 0 0 0 25183 0 34500 0 19229 0 534890 0 0 0 KRISTINA HEIBERGER ESQ DEPUTY GENERAL COUNSEL & ASSISTANT SECRETARY 401320 0 0 0 23691 0 34500 0 47772 0 507283 0 0 0 BODO STERN PHD CHIEF OF STRATEGIC INITIATIVES 421680 0 0 0 25015 0 34500 0 19615 0 500810 0 0 0 JEREMY COMPTON CONTROLLER 264619 0 0 0 599 0 26602 0 13662 0 305482 0 0 0 KRISTIAN GREENE DIRECTOR, TREASURY OPERATIONS & ASSISTANT TREASURER 175673 0 0 0 382 0 18755 0 36921 0 231731 0 0 0 MARK SPROLES MANAGING DIRECTOR, PRIVATE MARKETS 605195 0 576365 0 25859 0 34500 0 2151 0 1244070 0 0 0 KAREN EIFLER MANAGING DIRECTOR, PUBLIC MARKETS 619136 0 538964 0 1955 0 34500 0 1652 0 1196207 0 0 0 GLEN ZWICKER MANAGING DIRECTOR & HEAD OF INVESTMENT OPERATIONS 546919 0 472358 0 24412 0 34500 0 40335 0 1118524 0 0 0 RICHARD AXEL MD INVESTIGATOR 785373 0 0 0 21288 0 34500 0 13764 0 854925 0 0 0 RONALD VALE PHD SENIOR GROUP LEADER/FORMER VP & EXEC. DIR., JRC 759189 0 0 0 10333 0 34500 0 22048 0 826070 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel UNDER 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 use HHMI'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 plan THE 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 payments HHMI 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 exception WHEN 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. A LOUDOUN COUNTY IDA 521310230 545910AL5 2003-02-27 500000000 SERIES 2003 - FINANCE CONSTRUCTION OF JANELIA RESEARCH CAMPUS false false false B LOUDOUN COUNTY IDA 521310230 545910AP6 2009-10-02 23000000 SERIES 2009B - FINANCE CONSTRUCTION OF JANELIA APT false false false C LOUDOUN COUNTY IDA 521310230 545910AQ4 2013-05-15 33130000 SERIES 2013A - FINANCE CONSTRUCTION OF JANELIA APT B false false false D MEDCO 521376562 574205FY1 2008-02-21 83500000 SERIES 2008A - FINANCE CONSTRUCTION OF HQ EXPANSION false false false A 0 0 534028000 0 54203000 0 200000 0 0 479625000 0 0 2006 false false true true B 0 0 23022042 0 904914 0 0 0 43305 22073823 0 0 2011 false false true true C 0 0 33145417 0 1173864 0 397311 0 0 31574242 0 0 2015 false false true true D 0 0 84953297 0 5954687 0 631673 0 0 78366937 0 0 2010 false false true true A false false true true true true 0.0 0.0 0.0 false false 0 false true B false false true true false false 0.0 0.0 0.0 false false 0 false true C false false true true false false 0.0 0.0 0.0 false false 0 false true D false false true true false false 0.0 0.0 0.0 false false 0 false true A false false false true true true WELLS FARGO 20.0 false false false 0 false false true B false false false true true true JPMORGAN CHASE 30.0 false false false 0 false false true C false false false true true true WELLS FARGO BANK 30.0 false false false 0 false false true D false false false true true true JP MORGAN 30.0 false false false 0 false false true A true B true C true D true Schedule K, Part I Part I The 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 Proceeds The 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 Provider The 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 A Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 03/02/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 10/10/2024 Schedule K, Part IV, Line 2c COLUMN C Issuer name: LOUDOUN COUNTY IDA The calculation for computing no rebate due was performed on 05/16/2023 Schedule K, Part IV, Line 2c COLUMN D Issuer name: MEDCO The calculation for computing no rebate due was performed on 02/28/2023 Schedule K, Part IV, Line 2c COLUMN B Issuer name: ECO. DEV. AUTH. OF LOUDOUN CTY, VA The calculation for computing no rebate due was performed on 07/01/2024 A MEDCO 521376562 574205FZ8 2008-05-15 76500000 SERIES 2008B - REFUNDING OF ISSUE TO FINANCE HQ CONSTRUCTION ORIGINALLY ISSUED 11/08/1990 false false false B ECO DEV AUTH OF LOUDOUN CTY VA 521310230 54601TAA4 2019-06-06 51773425 SERIES 2019A - FINANCE CONSTRUCTION OF JANELIA APT C false false false C ECO DEV AUTH OF LOUDOUN CTY VA 521310230 54601TAB2 2022-09-15 156976000 SERIES 2022A - FINANCE IMPROVEMENTS TO JRC RESEARCH & OPS SPACE; REFI TAXABLE DEBT DATED 5/21/22 false false false A 0 0 76500000 0 0 0 0 0 0 0 76500000 0 1993 true false true true B 0 0 52384157 0 0 0 772575 0 0 51611582 0 0 2021 false false true true C 0 0 172677633 0 16284444 0 1273839 0 0 47388634 40463094 67267622 false true false true A false false false false false false 0 0 0.0 false false 0 false false B false false true true false false 0.0 0.0 0.0 false false 0 false true C false false true true false false 0.0 0.0 0.0 false false 0 false true A false false true false true true GOLDMAN SACHS 30.0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false true false false false false 0 false false false 0 false false true A true B true C true OWEN TOLBERT CHILD 345 HOUSING MEDICAL RESEARCH VIKNESH SIVANATHAN SPOUSE 211320 SALARY & BENEFITS false DANETTE SPRUSTON SPOUSE 116358 SALARY & BENEFITS false Schedule L, Part IV, Column (d) REPORTABLE BUSINESS TRANSACTIONS TWO 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 ASSISTANCE THE 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. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 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 policy IN 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 official THE 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 employees THE 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 public HHMI'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 balances Grant write-offs - 31470000; Grant refunds - 805608; Other components of net periodic benefit cost - -14229244; Total - 18046364; HHMI I LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI II LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI III LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI IV LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI V LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI VI LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI VII LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE 214543 2552588 HHMI HHMI VIII LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI XII LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI XIII LLC 4000 JONES BRIDGE ROAD CHEVY CHASE MD 20815 INVESTMENT DE HHMI HHMI XIV LLC 4000 JONES 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