WOODS HOLE OCEANOGRAPHIC INSTITUTION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WOODS HOLE OCEANOGRAPHIC INSTITUTION (EIN 04-2105850)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201113159349302991
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T14:52:47-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODS HOLE OCEANOGRAPHIC INSTITUTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 5084572000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD MS 14 | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER WINSLOW | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2011-11-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN AVERY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD MS 14 | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 306975741 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.whoi.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1151 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 38189 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -72388 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 156486206 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 182249525 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10399879 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10624930 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3548551 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15272524 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1111509 | OtherRevenuePriorYear |
| Other Revenue Current Year | 874686 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 164449043 | TotalRevenuePriorYear |
| Total Revenue Current Year | 209021665 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8448249 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8808516 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 71848306 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 79861402 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 14732 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1911139 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 94249293 | OtherExpensePriorYear |
| Other Expenses Current Year | 109881327 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 174560580 | TotalExpensesPriorYear |
| Total Expenses Current Year | 198551245 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -10111537 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10470420 | RevenuesLessExpensesCY |
| Total Assets BOY | 487591308 | TotalAssetsBOY |
| Total Assets EOY | 514511509 | TotalAssetsEOY |
| Total Liabilities BOY | 174735549 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 180460041 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 312855759 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 334051468 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 179084548 | Expense |
| Grants | 8368707 | Grants |
| Revenue | 216875 | Revenue |
| Description | SPONSORED AND INSTITUTIONAL RESEARCH IN OCEANOGRAPHY AND RELATED FIELDS. OF THE 844 SPONSORED RESEARCH AWARDS, 505 AWARDS ARE FROM 9 FEDERAL AGENCIES AND 339 ARE FROM 143 OTHER CLIENTS. INSTITUTION RESEARCH SPONSORED 148 PROJECTS FROM UNRESTRICTED FUNDS. IN ADDITION, WOODS HOLE OCEANOGRAPHIC INSTITUTION ISSUED 436 PUBLICATIONS IN 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9411613 | Expense |
| Grants | 439809 | Grants |
| Revenue | 10624930 | Revenue |
| Description | EDUCATION JOINT GRADUATE PROGRAM WITH M.I.T. IN THE MARINE SCIENCES. IN 2010 THERE WERE 110 GRADUATE STUDENTS, 24 DEGREE RECIPIENTS, 42 POST DOCTORAL SCHOLARS AND FELLOWS, 9 GEOPHYSICAL FLUID DYNAMICS PROGRAM PARTICIPANTS, 34 SUMMER STUDENT FELLOWS AND 76 GUEST STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 188496161 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 186 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1151 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANA FERNANDEZ CONTROLLER | NamePerson |
| Telephone Number | 5082893505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MS 14 569 WOODS HOLE RD | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS B WHEELER | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| RODNEY B BERENS | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| MICHELE S FOSTER | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ROBERT A DAY JR | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ALFRED T DENGLER | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| SARA G DENT | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ERIC H JOSTROM | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| WILLIAM J KEALY | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| COLEMAN P BURKE | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| NANCY S NEWCOMB | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| CARL E PETERSON | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| HARDWICK SIMMONS | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| RICHARD F SYRON | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| STEPHEN E TAYLOR | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| THOMAS J TIERNEY | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| GEORGETTE C MCCONNELL | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| GEOFFREY A THOMPSON | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| PETER A ARON | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ROBERT C DUCOMMUN | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| JAMES M CLARK JR | |||||||||
| TRUSTEE since 5/10 | 5.0 | X | 0 | 0 | 0 | ||||
| SHERRI GOODMAN | |||||||||
| TRUSTEE since 5/10 | 5.0 | X | 0 | 0 | 0 | ||||
| JOHN F OBRIEN | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| JOSEPH F PATTON JR | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| NEWTON PS MERRILL | |||||||||
| CHAIRMAN, TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| HERBERT F SCHWARTZ | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| MICHELE G SCAVONGELLI | |||||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | ||||
| ARTHUR YORKE ALLEN | |||||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | ||||
| JOSEPH D ROXE | |||||||||
| treasurer, TRUSTEE EX OFFICIO | 5.0 | X | 0 | 0 | 0 | ||||
| JAMES A AUSTIN JR | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ROBERT L JAMES | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| SUSAN K AVERY | |||||||||
| PRESIDENT/DIR/TRUSTEE EX | 40.0 | X | 398659 | 0 | 61251 | X | |||
| JAMES L DUNLAP | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| STEVEN G HOCH | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| THOMAS G NEMMERS | |||||||||
| CLERK / EXEC PROJECT MANAGER | 40.0 | X | 100176 | 0 | 29097 | X | |||
| JEAN C TEMPEL | |||||||||
| trustee | 5.0 | X | 0 | 0 | 0 | ||||
| HAMILTON E JAMES | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| ROBERT M BAYLIS | |||||||||
| trustee | 5.0 | X | 0 | 0 | 0 | ||||
| CHRISTOPHER WINSLOW | |||||||||
| CFO/VP FINANCE & ADMIN | 40.0 | 251045 | 0 | 74285 | X | ||||
| LAURENCE MADIN | |||||||||
| EXECUTIVE VP/DIRECTOR | 40.0 | 264350 | 0 | 44184 | X | ||||
| ROBERT MUNIER | |||||||||
| VP MAR FAC & OP | 40.0 | 207271 | 0 | 36082 | X | ||||
| ROBERT WELLER | |||||||||
| SENIOR SCIENTIST | 40.0 | 223494 | 0 | 34924 | X | ||||
| ROBERT DETRICK | |||||||||
| SENIOR SCIENTIST | 40.0 | 216581 | 0 | 26067 | X | ||||
| JAMES YODER | |||||||||
| VICE PRESIDENT OF ACADEMICS | 40.0 | 227938 | 0 | 43651 | X | ||||
| DANIEL STUERMER | |||||||||
| CHIEF BUS. DEVELOPMENT OFFICER | 40.0 | 209687 | 0 | 39043 | X | ||||
| PRIYA MCCUE | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 235434 | 0 | 68567 | X | ||||
| JUDY MCDOWELL | |||||||||
| DEPT. CHAIR | 40.0 | 175358 | 0 | 41624 | X | ||||
| SUSAN HUMPHRIS | |||||||||
| SENIOR SCIENTIST | 40.0 | 181136 | 0 | 35111 | X | ||||
| DONALD ANDERSON | |||||||||
| SENIOR SCIENTIST | 40.0 | 177084 | 0 | 41644 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2868213 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 575530 | TotalOtherCompensation |
| Number Individuals GT100 K | 197 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RAYTHEON CO | |||||
| 870 WINTER STREET | WALTHAM | MA | 024511449 | PROGRAM MANAGEMENT | 1019893 |
| MCGARR SERVICE CORPORATION | |||||
| PO BOX 670139 | CHESTNUT HILL | MA | 02467 | CLEANING SERVICES | 754638 |
| EVERGREEN SHEET METAL INC | |||||
| 302 HERMAN MELVILLE BLVD | NEW BEDFORD | MA | 02740 | HVAC SERVICES | 619474 |
| AMERICAN PLUMBING HEATING CO | |||||
| 1000 CORDWAINER DRIVE | NORWELL | MA | 020611631 | PLUMBING SERVICES | 550760 |
| MARINE BIOLOGICAL LABORATORY | |||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | SCIENTIFIC SUPPLIES | 376658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
| Government Grants | 131589694 | GovernmentGrants |
| All Other Contributions | 50659831 | AllOtherContributions |
| Noncash Contributions | 281518 | NoncashContributions |
| Total Contributions | 182249525 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10624930 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10624930 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10624930 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3705249 | TotalRevenueColumn |
| Exclusion | $3,705,249 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131081 | TotalRevenueColumn |
| Exclusion | $131,081 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 543788 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 232130 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 311658 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311658 | TotalRevenueColumn |
| Exclusion | $311,658 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102096110 | Securities |
| Other | 7193111 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93428287 | Securities |
| Other | 4293659 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8667823 | Securities |
| Other | 2899452 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11567275 | TotalRevenueColumn |
| Unrelated Business Revenue | 38189 | UnrelatedBusinessRevenue |
| Exclusion | $11,529,086 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| INFO CENTER INCOME | 541900 | 216875 | 216875 | |
| OTHER INCOME | 900099 | 215072 | $215,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 431947 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209021665 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10841805 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 38189 | UnrelatedBusinessRevenue |
| Exclusion | $15,892,146 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8808516 | Total |
| Program Services | 8808516 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1242855 | Total |
| Program Services | 476059 | ProgramServices |
| Management And General | 730103 | ManagementAndGeneral |
| Fundraising | 36693 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59191921 | Total |
| Program Services | 57851138 | ProgramServices |
| Management And General | 467536 | ManagementAndGeneral |
| Fundraising | 873247 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19212850 | Total |
| Program Services | 17920370 | ProgramServices |
| Management And General | 743493 | ManagementAndGeneral |
| Fundraising | 548987 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213776 | Total |
| Management And General | 213776 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440649 | Total |
| Management And General | 440649 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 851136 | Total |
| Management And General | 851136 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410848 | Total |
| Management And General | 410848 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4619 | Total |
| Fundraising | 4619 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 642593 | Total |
| Management And General | 642593 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7033294 | Total |
| Program Services | 7033294 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317363 | Total |
| Program Services | 216310 | ProgramServices |
| Management And General | 77524 | ManagementAndGeneral |
| Fundraising | 23529 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24691277 | Total |
| Program Services | 23968553 | ProgramServices |
| Management And General | 591753 | ManagementAndGeneral |
| Fundraising | 130971 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800064 | Total |
| Program Services | 753913 | ProgramServices |
| Management And General | 35205 | ManagementAndGeneral |
| Fundraising | 10946 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503833 | Total |
| Program Services | 205607 | ProgramServices |
| Management And General | 298226 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5693386 | Total |
| Program Services | 5429333 | ProgramServices |
| Management And General | 240617 | ManagementAndGeneral |
| Fundraising | 23436 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8486226 | Total |
| Program Services | 8158145 | ProgramServices |
| Management And General | 237719 | ManagementAndGeneral |
| Fundraising | 90362 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241606 | Total |
| Program Services | 48043 | ProgramServices |
| Management And General | 193563 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER ADMINISTRATIVE EXPENSE | 3554639 | 1498367 | 1913015 | 143257 |
| SHIP AND VESSELS | 43111446 | 43111446 | ||
| SHOP SERVICES | 4799488 | 4799488 | ||
| EQUIPMENT RENT & MAINTENANCE | 8198884 | 8117603 | 56189 | 25092 |
| MICELLANEOUS | 99976 | 99976 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198551245 | Total |
| Program Services | 188496161 | ProgramServices |
| Management And General | 8143945 | ManagementAndGeneral |
| Fundraising | 1911139 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23767368 | BOY |
| EOY | 2969884 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6575970 | BOY |
| EOY | 6944710 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10451525 | BOY |
| EOY | 7337618 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13846487 | BOY |
| EOY | 15076004 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10820 | BOY |
| EOY | 4642 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1029151 | BOY |
| EOY | 989798 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1644600 | BOY |
| EOY | 1850872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6646613 | BOY |
| EOY | 7758667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 180919958 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 96695400 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85837560 | BOY |
| EOY | 84224558 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307246822 | BOY |
| EOY | 361156069 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30534392 | BOY |
| EOY | 26198687 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487591308 | BOY |
| EOY | 514511509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19213270 | BOY |
| EOY | 23019388 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8726087 | BOY |
| EOY | 13389434 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63431258 | BOY |
| EOY | 62052329 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000000 | BOY |
| EOY | 3000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77364934 | BOY |
| EOY | 78998890 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174735549 | BOY |
| EOY | 180460041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27135366 | BOY |
| EOY | 32305095 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205024633 | BOY |
| EOY | 220261662 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80695760 | BOY |
| EOY | 81484711 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312855759 | BOY |
| EOY | 334051468 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487591308 | BOY |
| EOY | 514511509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10470420 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10725289 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123039477 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 142800076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154056468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156486206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 182249525 | CurrentTaxYear |
| Total | 758631752 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123039477 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 142800076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154056468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156486206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 182249525 | CurrentTaxYear |
| Total | 758631752 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 758631752 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4987581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4421287 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4460464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4254074 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4380118 | CurrentTaxYear |
| Total | 22503524 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 281424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 357991 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 337128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 595971 | CurrentTaxYearMinus1Year |
| Current Tax Year | 431947 | CurrentTaxYear |
| Total | 2004461 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 783139737 | TotalSupport |
| Gross Receipts From Admissions Etc | 51652323 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96871 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96705 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $142 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $1,510 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $13,292 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $4,800 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Total Lobbying Expenditures IIB | 19744 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY EXPLANATION | Identifier |
| Return Reference | SCHEDULE C | ReturnReference |
| Explanation | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE WOODS HOLE OCEANOGRAPHIC INSTITUTION EMPLOYS A DIRECTOR OF GOVERNMENT RELATIONS WHO IS REGISTERED AS A LOBBYIST WITH THE U.S. SENATE AND THE U.S. HOUSE OF REPRESENTATIVES TO LOBBY ON A BROAD RANGE OF POLICY AND SPENDING LEGISLATION RELATING TO OCEAN SCIENCE. SPECIFICALLY, WHOI LOBBIES FOR INCREASED FUNDING FOR COMPETITIVE OCEAN SCIENCE GRANT PROGRAMS IN THE US NAVY, THE NATIONAL SCIENCE FOUNDATION, AND THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION. IN ADDITION, THE INDIVIDUAL REPORTS TO WOODS HOLE OCEANOGRAPHIC INSTITUTION ON DEVELOPMENTS AND ISSUES OF INTEREST TO AND/OR FACING THE INSTITUTION. FOR THE YEAR ENDED DECEMBER 31, 2010, WHOI PAID $11,135 IN COMPENSATION TO THIS INDIVIDUAL FOR LOBBYING ACTIVITIES. THE ORGANIZATION PAID MEMBERSHIP DUES OF $5,880 TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. WHOI ALSO PROVIDES EXPERT ADVICE TO CONGRESS ON OCEAN MATTERS INCLUDING ENVIRONMENTAL QUALITY, CLIMATE CHANGE AND MARINE RESOURCES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 10.76 | TotalAcreage |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 4.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 400 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 317845815 | BeginningOfYearBalance |
| Contributions | 7995383 | Contributions |
| Investment Earnings Or Losses | 38354918 | InvestmentEarningsOrLosses |
| Other Expenditures | 16297557 | OtherExpenditures |
| End Of Year Balance | 347898559 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 264540552 | BeginningOfYearBalance |
| Contributions | 788623 | Contributions |
| Investment Earnings Or Losses | 69276908 | InvestmentEarningsOrLosses |
| Other Expenditures | 15348010 | OtherExpenditures |
| Administrative Expenses | 1412258 | AdministrativeExpenses |
| End Of Year Balance | 317845815 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 383839989 | BeginningOfYearBalance |
| Contributions | 1638049 | Contributions |
| Investment Earnings Or Losses | -101788792 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6682238 | GrantsOrScholarships |
| Other Expenditures | 6992993 | OtherExpenditures |
| Administrative Expenses | 5473463 | AdministrativeExpenses |
| End Of Year Balance | 264540552 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.57000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 203724 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1325473 | OtherCostOrOtherBasis |
| Book Value | 1529197 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 724552 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 50153822 | OtherCostOrOtherBasis |
| Depreciation | 19949173 | Depreciation |
| Book Value | 30929201 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 31530426 | OtherCostOrOtherBasis |
| Depreciation | 25028827 | Depreciation |
| Book Value | 6501599 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 68691 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 96913270 | OtherCostOrOtherBasis |
| Depreciation | 51717400 | Depreciation |
| Book Value | 45264561 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 84224558 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| REMAINDER TRUSTS | 10420847 |
| CONTRIBUTED ASSETS | 4978001 |
| ANNUITY INVESTMENTS AT MARKET | 1474681 |
| DEPOSITS FOR CONSTRUCTION | 3177682 |
| DEPOSITS FOR DEBT SERVICE | 92 |
| DEFERRED FIXED RATE VARIANCES | 6147384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 26198687 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUPPLEMENT RETIREMENT RESERVE | $6,801,626 |
| ACCRUED PENSION LIABILITY | $66,286,872 |
| ACCRUED POSTRETIREMENT LIABILITY | $5,910,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 78998890 | TotalOfAmounts |
| Total Revenue | 209021665 | TotalRevenue |
| Total Expenses | 198551245 | TotalExpenses |
| Excess Or Deficit For Year | 10470420 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28187660 | NetUnrealizedGLOnInvestments |
| Other | -$17,462,371 | OtherAmount |
| Total Adjustments | 10725289 | TotalAdjustments |
| Excess Or Deficit Per FS | 21195709 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 235664339 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28187660 | NetUnrealizedGainsInvestments |
| Other Revenues | -1544986 | OtherRevenues |
| Revenue Not Rptd F990 | 26642674 | RevenueNotRptdF990 |
| Revenue Subtotal | 209021665 | RevenueSubtotal |
| Total Revenue Per Form990 | 209021665 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 198783375 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 232130 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 232130 | ExpensesNotRptdF990 |
| Expenses Subtotal | 198551245 | ExpensesSubtotal |
| Total Expenses Per Form990 | 198551245 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONSERVATION EASEMENTS | FORM 990, SCHEDULE D, PART II, LINE 5 | FACILITIES OFFICE PERSONNEL WALK THE CONSERVATION EASEMENT AREA TWICE A YEAR TO ENSURE THAT THERE ARE NO ENCROACHMENTS ON THE 11 ACRE AREA AND THAT THERE ARE NO PROHIBITED USES AS DEFINED IN THE TERMS OF THE CONSERVATION RESTRICTION. |
| FORM 990, SCHEDULE D, PART II, LINE 9 | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION'S CONSERVATION EASEMENT IS NOT ACCOUNTED FOR SEPARATELY, BUT IS INCLUDED AS PART OF LAND ON THE BALANCE SHEET. | |
| INTENDED USE OF ENDOWMENT FUND | FORM 990, SCHEDULE D, PART V, LINE 4 | -PROVIDE A STREAM OF INCOME IN SUPPORT OF ANNUAL BUDGETARY NEEDS. -PRESERVE AND ENHANCE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER. -PROVIDE SUPPORT FOR CAPITAL INVESTMENT NEEDS AS THEY ARISE. |
| other liabilities | SCHEDULE D, PART X, LINE 2 | Woods Hole Oceanographic Institution does not have a fin 48 footnote in its financial statements. |
| ADJUSTMENTS TO NET ASSETS | FORM 990, SCHEDULE D, PART XI, LINE 8 | PENSION RELATED CHANGES OTHER THAN COST (3,969,468) UNREALIZED LOSS ON SWAP (1,777,116) CHANGE IN SPLIT INTEREST AGREEMENTS 583,949 DISTRIBUTION IN EXCESS OF INCOME EARNED (15,382,065) CHANGE IN PREPAID PENSION COST 3,082,329 =========== TOTAL (17,462,371) |
| REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN | FORM 990, SCHEDULE D, PART XII, LINE 2D | UNREALIZED LOSS ON SWAP (1,777,116) RENTAL EXPENSE 232,130 =========== TOTAL (1,544,986) |
| EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN | FORM 990, SCHEDULE D, PART XIII, LINE 2D | RENTAL EXPENSE 232,130 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices |
|---|---|---|---|---|---|
| Central America and the Caribbean | 5 | Program Services | SHIP OPERATIONS | 74483 | |
| Central America and the Caribbean | 6 | Program Services | SCIENTIFIC RESEARCH | 364800 | 1 |
| South America | 5 | Program Services | SHIP OPERATIONS | 13655 | |
| Europe (Including Iceland and Greenland) | 3 | Program Services | SHIP OPERATIONS | 10913 | |
| Middle East and North Africa | 36 | Program Services | SCIENTIFIC RESEARCH | 716388 | 1 |
| Sub-Saharan Africa | 2 | Program Services | SHIP OPERATIONS | 9959 | |
| Central America and the Caribbean | Investments | 66639000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 57 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 57 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 67829198 | SubtotalAmountSpent |
| Total Amount Spent | 67829198 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF FOREIGN ACTIVITIES | SCHEDULE F, PART I, LINE 3 | WOODS HOLE OCEANOGRAPHIC INSTITUTION (WHOI) OPERATES THREE U.S. GOVERNMENT-OWNED OCEANOGRAPHIC RESEARCH VESSELS UNDER THE UNIVERSITY-NATIONAL OCEANOGRAPHIC LABORATORY SYSTEM (UNOLS). THE SHIPS OPERATE BY "LEGS," PERIODS OF TIME AT SEA. EACH LEG ENDS IN A PORT OF CALL TO DISEMBARK RESEARCHERS, EQUIPMENT AND SOMETIMES MARINE CREW, THEN LOAD EQUIPMENT, AND BOARD THE NEXT SET OF RESEARCHERS AND SOMETIMES CREW MEMBERS FOR THE FOLLOWING LEG. SOME PORTS OF CALL ARE IN FOREIGN REGIONS AS DETERMINED BY GRANTS THAT FUND SHIP OPERATIONS. WHOI DOES NOT CONSIDER THESE TRANSIENT ACTIVITIES TO CONSTITUTE FOREIGN ACTIVITIES THAT SHOULD BE REPORTED ON FORM 990, SCHEDULE F. IN ALL OF THESE CASES THE PURPOSE OF JOINING A SHIP IS TO CONDUCT RESEARCH ACTIVITIES OR SHIP OPERATIONS AT SEA, NOT IN THE FOREIGN COUNTRY. HOWEVER, AGENTS, PRIMARILY SHIP'S AGENTS WHO ARE PAID FOR SERVICES TO FACILITATE THE TURNOVER BETWEEN LEGS AT SEA, ARE REPORTED BY NUMBER AND TOTAL EXPENDITURES (PART I, LINE 3, COLUMN (C) & (F)). TWO PLACES IN FOREIGN REGIONS CAN BE IDENTIFIED WHERE RESEARCH IS CARRIED OUT ON A REPEATED BASIS. ONE, IN THE MIDDLE EAST & NORTH AFRICA REGION, A GRADUATE-LEVEL SCIENTIFIC RESEARCH UNIVERSITY HAS AN AGREEMENT WITH WHOI TO COLLABORATE ON MARINE RESEARCH PROJECTS. THE OTHER IS THE LIQUID JUNGLE LAB (LJL) IN THE CENTRAL AMERICA/CARRIBEAN REGION. WHOI USES THESE FACILITIES, BUT DOES NOT HAVE AN OWNERSHIP INTEREST. THIS IS THE BASIS FOR COUNTING THEM AS OFFICES FOR THE PURPOSES OF PART I, LINE 3, COLUMN (B). |
| ACTIVITIES PER REGION | PART I, LINE 3, COLUMNS (B) & (F) | REPORTABLE INFORMATION IS OBTAINED THROUGH WHOI'S FINANCIAL MANAGEMENT SYSTEM. PROVISION OF COLUMN (F) DATA FOR THE UNIVERSITY WAS FACILITATED BY A LOCALLY-IMPOSED ACCOUNTING PROCEDURE THAT SEPARATES COSTS INCURRED INSIDE ITS BORDERS FROM THOSE INCURRED OUTSIDE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| FELLOWSHIPS/SCHOLARSHIPS | 81 | 3299241 | BOOK | TUITION | |
| STIPENDS | 271 | 3976522 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MAINTAINING RECORDS | FORM 990, SCHEDULE I, PART I, LINE 1 | APPLICATIONS FOR ADMISSIONS ARE REVIEWED BY FACULTY. STUDENTS ARE ADMITTED BASED UPON THEIR ACADEMIC RECORD, AND ALL ARE GIVEN SUPPORT THROUGH EITHER WHOI OR MIT. WRITTEN RECORDS OF ALL DECISIONS ARE RETAINED. |
| MONITORING USE OF GRANT FUNDS | FORM 990, SCHEDULE I, PART I, LINE 2 | EACH STUDENT'S ACADEMIC PROGRESS IS EVALUATED YEARLY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|
| SUSAN K AVERY | ||||||||
| 348479 | 0 | 0 | 50180 | 43800 | 17451 | 459910 | 0 | 0 |
| LAURENCE MADIN | ||||||||
| 242749 | 0 | 0 | 21601 | 32354 | 11830 | 308534 | 0 | 0 |
| ROBERT WELLER | ||||||||
| 200235 | 0 | 0 | 23259 | 27415 | 7509 | 258418 | 0 | 0 |
| ROBERT DETRICK | ||||||||
| 215266 | 0 | 0 | 1315 | 25143 | 924 | 242648 | 0 | 0 |
| SUSAN HUMPHRIS | ||||||||
| 158439 | 0 | 0 | 22697 | 21608 | 13503 | 216247 | 0 | 0 |
| JAMES YODER | ||||||||
| 224323 | 0 | 0 | 3615 | 27448 | 16203 | 271589 | 0 | 0 |
| DANIEL STUERMER | ||||||||
| 193350 | 0 | 0 | 16337 | 24931 | 14112 | 248730 | 0 | 0 |
| DONALD ANDERSON | ||||||||
| 154421 | 0 | 0 | 22663 | 21495 | 20149 | 218728 | 0 | 0 |
| CHRISTOPHER WINSLOW | ||||||||
| 244846 | 0 | 0 | 6199 | 57338 | 16947 | 325330 | 0 | 0 |
| PRIYA MCCUE | ||||||||
| 218729 | 0 | 0 | 16705 | 50977 | 17590 | 304001 | 0 | 0 |
| ROBERT MUNIER | ||||||||
| 189466 | 0 | 0 | 17805 | 24336 | 11746 | 243353 | 0 | 0 |
| JUDY MCDOWELL | ||||||||
| 153531 | 0 | 0 | 21827 | 22229 | 19395 | 216982 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HOUSING ALLOWANCE DESCRIPTION | FORM 990, SCHEDULE J, LINE 1B | AN ON-SITE RESIDENCE IS MADE AVAILABLE TO THE PRESIDENT/DIRECTOR AS AN ELEMENT OF HER EMPLOYMENT CONTRACT. IMPUTED INCOME IS CALCULATED FOR THIS HOUSING PROVISION. |
| INITIAL CONTRACT | FORM 990, SCHEDULE J, LINE 8 | SUSAN AVERY ENTERED INTO AN EMPLOYMENT AGREEMENT WITH WOODS HOLE OCEANOGRAPHIC INSTITUTION IN DECEMBER 2007. THE TERMS OF HER CONTRACT INCLUDE A BASE SALARY, REGULAR EMPLOYEE BENEFITS (E.G., LIFE INSURANCE, MEDICAL INSURANCE, DISABILITY INCOME, VACATION, RETIREMENT, AND OTHER BENEFIT PLANS WHICH THE INSTITUTION MAY FROM TIME TO TIME HAVE IN EFFECT FOR ALL OR MOST OF ITS SENIOR ADMINISTRATORS), PARTICIPATION IN THE RETIREMENT BENEFIT RESTORATION PLAN, HOUSING ASSISTANCE (ALLOWED TO RESIDE AT METEOR HOUSE UNTIL THE TIME SHE ELECTS TO PURCHASE A HOME IN THE WOODS HOLE AREA, AT WHICH TIME SHE WOULD BE PROVIDED WITH A FIRST OR SECOND MORTGAGE LOAN TOWARDS THE PURCHASE OF THE FIRST PRINCIPAL RESIDENCE; MAXIMUM OF LOAN WILL BE THE LOWER OF $250,000 OR FIFTY PERCENT OF THE PURCHASE PRICE OF THE PROPERTY), AND A 12-MONTH SEVERANCE PROVISION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | 57586ECE9 | CUSIPNumber |
| Date Issued | 2008-12-04 | DateIssued |
| Issue Price | 64403887 | IssuePrice |
| Description Of Purpose | REFINANCED BOND ISSUE OF 6/29/2004 | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 64495534 | TotalProceeds |
| Issuance Costs From Proceeds | 268500 | IssuanceCostsFromProceeds |
| Capital Expenditures | 7349352 | CapitalExpenditures |
| Other Spent Proceeds | 53700000 | OtherSpentProceeds |
| Amount Unspent | 3177682 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.01500 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01500 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Line 3 | Identifier |
| Explanation | Includes total proceeds of issue, transfer proceeds of $22,234 and interest earned of $69,413. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| WILLIAM JENKINS | ||||||
| EDUCATION | X | $7,395 | 796 | false | true | true |
| THOMAS NEMMERS | ||||||
| COMPUTER LOAN | X | $1,508 | 332 | false | true | true |
| DONALD ANDERSON | ||||||
| EDUCATION | X | $9,217 | 3332 | false | true | true |
| CHRISTOPHER WINSLOW | ||||||
| COMPUTER LOAN | X | $1,817 | 182 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 4642 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| CARLY BUCHWALD | CHILD OF TRUST. M.SCAVONGELLI | 28510 | STIPEND |
| CARLY BUCHWALD | CHILD OF TRUST. M.SCAVONGELLI | 51057 | TUIT. REMISSION |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 281518 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONTRIBUTION METHOD | FORM 990, SCHEDULE M, PART I, COLUMN (B) | WOODS HOLE OCEANOGRAPHIC INSTITUTION HAS REPORTED THE NUMBER OF CONTRIBUTIONS ON THIS SCHEDULE. |
| THIRD PARTY | FORM 990, SCHEDULE M, PART I, LINE 32B | A THIRD PARTY BROKERAGE FIRM SELLS GIFTS OF MARKETABLE SECURITIES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION IS DEDICATED TO RESEARCH AND EDUCATION TO ADVANCE UNDERSTANDING OF THE OCEAN AND ITS INTERACTION WITH THE EARTH SYSTEM, AND TO COMMUNICATE THIS UNDERSTANDING FOR THE BENEFIT OF SOCIETY. |
| 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11A | WOODS HOLE OCEANOGRAPHIC INSTITUTION'S (WHOI) FORM 990 IS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS. FOLLOWING WHOI'S INTERNAL MANAGEMENT'S REVIEW, A DRAFT VERSION OF THE RETURN IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENTS. ONCE THE RETURN HAS BEEN UPDATED WITH INTERNAL MANAGEMENT AND AUDIT COMMITTEE'S COMMENTS, EACH VOTING MEMBER OF THE GOVERNING BODY, THE PRESIDENT & DIRECTOR AND VICE PRESIDENT FOR FINANCE & ADMINISTRATION & CHIEF FINANCIAL OFFICER, WILL RECEIVE COPIES OF FORM 990 FOR REVIEW. THE AUDITORS/TAX CONSULTANTS WILL THEN FINALIZE THE FORM 990. COPIES OF COMPLETED FORM 990 WILL BE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. A DESIGNEE OF THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION & CHIEF FINANCIAL OFFICER WILL BE RESPONSIBLE FOR MAINTAINING A CURRENT DISTRIBUTION LIST AND DISTRIBUTING THE COPIES. |
| CONFLICT OF INTEREST COMPLIANCE | FORM 990, PART VI, LINE 12C | EACH TRUSTEE AND OFFICER OF WOODS HOLE OCEANOGRAPHIC INSTITUTION ("WHOI") IS REQUIRED TO DISCLOSE ON AN ONGOING BASIS, IN WRITING, ON WHOI'S DISCLOSURE STATEMENT, (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH WHOI OR ANY AFFILIATED ORGANIZATION OR WITH ORGANIZATIONS THAT DO BUSINESS WITH WHOI OR ANY AFFILIATED ORGANIZATION, (B) ANY ELECTED OR APPOINTIVE OFFICE OR POSITION THAT HE OR SHE, OR ANY FAMILY MEMBER, HOLDS IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER WHOI, OR (C) OTHER PERSONAL, FAMILIAL, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR WHOI. THE DISCLOSURE STATEMENTS ARE FILED WITH WHOI'S CLERK AND THE CLERK WILL PREPARE A REPORT ANNUALLY OR MORE FREQUENTLY AS NECESSARY FOR THE TRUSTEES AND OFFICERS SUMMARIZING ANY CONFLICT ISSUES. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURE REPORTS AND ANY CONFLICTS OR POTENTIAL CONFLICTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS BASED ON WHOI'S CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DETERMINED, THE EXECUTIVE COMMITEE WILL EXERCISE THEIR JUDGMENT ON THE BEST COURSE TO FOLLOW. |
| COMPENSATION APPROVAL | FORM 990, PART VI, LINE 15 | THE COMPENSATION PROCESS CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE INSTITUTION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES SUCH AS PEER ORGANIZATIONS' 990 FORMS. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE INSTITUTION WILL ALSO BE INCORPORATED AS NEEDED. MOREOVER, THE COMMITTEE MAY RELY ON MEMBERS OF WHOI MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. ALL COMPENSATION DECISIONS MADE ARE DOCUMENTED IN THE MINUTES. |
| PUBLIC DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, LINE 19 | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS ON INVESTMENTS 28,187,660 PENSION RELATED CHANGES OTHER THAN COST (3,969,468) UNREALIZED LOSS ON SWAP (1,777,116) CHANGE IN SPLIT INTEREST AGREEMENTS 583,949 DISTRIBUTION IN EXCESS OF INCOME EARNED (15,382,065) CHANGE IN PREPAID PENSION COST 3,082,329 ============ TOTAL 10,725,289 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EOM Offshore LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Jonathon Bourne Dr | AddressLine1 |
| City | Pocasset | City |
| State | MA | State |
| ZIP Code | 02559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800436296 | EIN |
| Primary Activities | BLD MOORING | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Total Income | 671941 | TotalIncome |
| EOY Assets | 811451 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| RETIREMENT TRUST FOR EMPLOYEES OF WHOI | |||||||||
| 569 woods hole road | woods hole | MA | 02543 | 042893434 | RET. TRUST | MA | 401(A) | N/A | NA |
| WHOI TAX EXEMPT EMP WELFARE BEN TRUST | |||||||||
| 569 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | 043282355 | BEN. TRUST | MA | 501(C)(9) | N/A | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUISSETT DEVELOPMENT CORP REALTY TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266212595 | EIN |
| Primary Activity | LICENSING | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| RETIREMENT TRUST FOR EMPLOYEES OF WHOI | |
| Q | 12223996 |
| WHOI TAX EXEMPT EMP WELFARE BEN TRUST | |
| Q | 1200000 |
Comments