WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH (EIN 06-1043412)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349303057
- Schema version
- 2009v1.7
- 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 E
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:55:29-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061043412 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 6172585000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NINE CAMBRIDGE CENTER | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021421479 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sharon Francis | Name |
| Title | Controller | Title |
| Phone | 6172586696 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID PAGE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NINE CAMBRIDGE CENTER | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021421479 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 144023366 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WI.MIT.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 405 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | -1360963 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1360963 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 45220294 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 32834466 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 576930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 451665 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16186862 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25066303 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4963702 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8874219 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66947788 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67226653 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28595674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27437419 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 455857 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42087510 | OtherExpensePriorYear |
| Other Expenses Current Year | 49295305 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70683184 | TotalExpensesPriorYear |
| Total Expenses Current Year | 76732724 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3735396 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -9506071 | RevenuesLessExpensesCY |
| Total Assets BOY | 462484943 | TotalAssetsBOY |
| Total Assets EOY | 477787129 | TotalAssetsEOY |
| Total Liabilities BOY | 56082529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52320169 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 406402414 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 425466960 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 48867627 | Expense |
| Grants | 0 | Grants |
| Revenue | 451665 | Revenue |
| Description | Biological & Life Sciences Research Programs, Gene Biomedical research and education to foster the understanding of biological systems, organisms, and processes with the ultimate goal of improving human health and well-being. In total, 103 publications were issued during fiscal year 2010. Gerald Fink awarded 2010 Gruber Genetics Prize, the world's preeminent prize in genetics. The FY10 Whitehead Lecture Series for High School Teacher, "The Genetics of Human Disease", provided valuable scientific and curricular updates for approximately 80 high school biology teachers from school districts across eastern Massachusetts. The program included nine scientific lectures delivered monthly. The FY10 Whitehead Spring Lecture Series for High School Students, "The ABCs of Childhood Disease," hosted 100 high school students from across the state for a three-day program of lectures, lab tours, and visits to other local research institutions and biotech companies. The program was held during the public school spring vacation week in April. Whitehead Institute's goal is the betterment of human health through the exploration of biology's most fundamental questions. In 2009, Rudolf Jaenisch ranked #1 on Science Watch's "Hottest Papers." Whitehead Institute has been named one of the three best places in the country for postdoctoral researchers to work (listed #1 in 2009) by "The Scientist." | Description |
| Total Program Service Expense | 48867627 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | 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 | false | 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 | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 239 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 405 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | 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 | false | LocalChapters |
| 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAURA SANDER | NamePerson |
| Telephone Number | 6172585932 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 CAMBRIDGE CENTER | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021421479 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Dr David Page | |||||||
| Director/President | 10.0 | X | X | 247450 | 0 | 0 | |
| Mr Arthur Brill | |||||||
| Secretary/Director | 2.0 | X | X | 0 | 0 | 0 | |
| Dr Charles Ellis | |||||||
| Director/Board Chair | 5.0 | X | 0 | 0 | 0 | ||
| Ms Susan Whitehead | |||||||
| Director/Board Vice Chair | 2.0 | X | 0 | 0 | 0 | ||
| Mr Landon Clay | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Ms Brit d'Arbeloff | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mr Jonathan Goldstein | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Dr Peter Hecht | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Dr Barbara Imperiali | |||||||
| Director (Until 9/16/09) | 2.0 | X | 0 | 0 | 0 | ||
| Dr Peter Kim | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mr David H Koch | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Dr Robert Langer | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Dr Mark Lapman | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| DR PHILLIP SHARP | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mr John Whitehead | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mr Peter Whitehead | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| DR NANCY ROSE | |||||||
| DIRECTOR (AS OF 12/16/09) | 2.0 | X | 0 | 0 | 0 | ||
| Mr Martin Mullins | |||||||
| Vice President | 40.0 | X | 308859 | 0 | 29811 | ||
| Mr John Travia | |||||||
| Treasurer (Until 2/5/10) | 40.0 | X | 154499 | 0 | 25556 | ||
| Ms Kimberly Forness | |||||||
| Assistant Secretary | 40.0 | X | 84607 | 0 | 12050 | ||
| Dr Gerald Fink | |||||||
| MEMBER (FACULTY) | 40.0 | 291127 | 0 | 30639 | X | ||
| Dr Rudolf Jaenisch | |||||||
| MEMBER (FACULTY) | 40.0 | 262319 | 0 | 37075 | X | ||
| Dr Hidde Ploegh | |||||||
| Member (Faculty) | 40.0 | 248781 | 0 | 28962 | X | ||
| Dr Hazel Sive | |||||||
| Member (Faculty) | 40.0 | 222270 | 0 | 25819 | X | ||
| Dr Robert Weinberg | |||||||
| Member (Faculty) | 40.0 | 244374 | 0 | 45995 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2064286 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 235907 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| CAPITAL GUARDIAN TRUST COMPANY | |||||
| 120 SOUTH STATE COLLEGE BOULEVARD | BREA | CA | 92821 | INVESTMENT MANAGERS | 1507975 |
| BAIN CAPITAL | |||||
| 111 HUNTINGTON AVENUE | BOSTON | MA | 02199 | INVESTMENT MANAGERS | 436045 |
| WILLIAMS CONNOLLY LLP | |||||
| 725 TWELFTH ST NW | WASHINGTON | DC | 20005 | LEGAL COUNSEL | 3847497 |
| THE INVESTMENT FUND FOR FOUNDATIONS | |||||
| 200 BARR HARBOUR DR STE 100 | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT MANAGERS | 496285 |
| WOLF GREENFIELD SACKS PC | |||||
| 600 ATLANTIC AVENUE | BOSTON | MA | 02210 | LEGAL COUNSEL | 459726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Government Grants | 23987464 | GovernmentGrants |
| All Other Contributions | 8847002 | AllOtherContributions |
| Noncash Contributions | 123081 | NoncashContributions |
| Total Contributions | 32834466 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCIENTIFIC SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 451665 | TotalRevenueColumn |
| Related Or Exempt Function Income | 451665 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 451665 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9452602 | TotalRevenueColumn |
| Unrelated Business Revenue | -1379267 | UnrelatedBusinessRevenue |
| Exclusion | $10,831,869 | 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 | 3289887 | TotalRevenueColumn |
| Exclusion | $3,289,887 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8050765 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4948786 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3101979 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3101979 | TotalRevenueColumn |
| Exclusion | $3,101,979 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 87456978 | Securities |
| Other | 4650 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 71847927 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15609051 | Securities |
| Other | 4650 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15613701 | TotalRevenueColumn |
| Unrelated Business Revenue | 18304 | UnrelatedBusinessRevenue |
| Exclusion | $15,595,397 | 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 (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SETTLEMENT | 900099 | 76402 | $76,402 |
| EQUITY TRANSFER REVENUE | 900099 | 2363890 | $2,363,890 |
| ADMINISTRATIVE ACTIVITY REVENUE | 900099 | 37463 | $37,463 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4598 | TotalRevenueColumn |
| Exclusion | $4,598 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2482353 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67226653 | TotalRevenueColumn |
| Related Or Exempt Function Income | 451665 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1360963 | UnrelatedBusinessRevenue |
| Exclusion | $35,301,485 | 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 | 0 | Total |
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 | 902539 | Total |
| Management And General | 902539 | ManagementAndGeneral |
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 | 20052175 | Total |
| Program Services | 13270710 | ProgramServices |
| Management And General | 6520078 | ManagementAndGeneral |
| Fundraising | 261387 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1725819 | Total |
| Program Services | 1153243 | ProgramServices |
| Management And General | 548938 | ManagementAndGeneral |
| Fundraising | 23638 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3366421 | Total |
| Program Services | 2341624 | ProgramServices |
| Management And General | 996170 | ManagementAndGeneral |
| Fundraising | 28627 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1390465 | Total |
| Program Services | 929766 | ProgramServices |
| Management And General | 442398 | ManagementAndGeneral |
| Fundraising | 18301 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7268240 | Total |
| Management And General | 7268240 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177182 | Total |
| Management And General | 177182 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720 | Total |
| Program Services | 720 | ProgramServices |
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 | 3206487 | Total |
| Management And General | 3206487 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3255525 | Total |
| Program Services | 2514706 | ProgramServices |
| Management And General | 705562 | ManagementAndGeneral |
| Fundraising | 35257 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350180 | Total |
| Program Services | 128944 | ProgramServices |
| Management And General | 213980 | ManagementAndGeneral |
| Fundraising | 7256 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2141043 | Total |
| Program Services | 1469747 | ProgramServices |
| Management And General | 653952 | ManagementAndGeneral |
| Fundraising | 17344 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408076 | Total |
| Program Services | 368084 | ProgramServices |
| Management And General | 37181 | ManagementAndGeneral |
| Fundraising | 2811 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959447 | Total |
| Program Services | 959447 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4104309 | Total |
| Program Services | 2365448 | ProgramServices |
| Management And General | 1728467 | ManagementAndGeneral |
| Fundraising | 10394 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380112 | Total |
| Program Services | 283971 | ProgramServices |
| Management And General | 84755 | ManagementAndGeneral |
| Fundraising | 11386 | 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 | 190848 | Total |
| Program Services | 145011 | ProgramServices |
| Management And General | 44619 | ManagementAndGeneral |
| Fundraising | 1218 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1321558 | Total |
| Program Services | 1208272 | ProgramServices |
| Management And General | 113286 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7294709 | Total |
| Program Services | 4717984 | ProgramServices |
| Management And General | 2550475 | ManagementAndGeneral |
| Fundraising | 26250 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185427 | Total |
| Management And General | 185427 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LAB SUPPLIES AND EQUIPMENT | 9137665 | 8896638 | 241027 |
| TUITION | 2422751 | 2414271 | 8480 |
| FELLOWSHIPS | 2654264 | 2654264 | |
| RESEARCH SUBCONTRACTS | 2444318 | 2444318 | |
| DEBT ISSUANCE/AMORTIZATION | 205096 | 205096 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187348 | Total |
| Program Services | 600459 | ProgramServices |
| Management And General | 574901 | ManagementAndGeneral |
| Fundraising | 11988 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76732724 | Total |
| Program Services | 48867627 | ProgramServices |
| Management And General | 27409240 | ManagementAndGeneral |
| Fundraising | 455857 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2286 | BOY |
| EOY | 2286 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9850512 | BOY |
| EOY | 8772597 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2980778 | BOY |
| EOY | 2371887 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2083401 | BOY |
| EOY | 1775612 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256250 | BOY |
| EOY | 533671 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314148 | BOY |
| EOY | 935482 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 938631 | BOY |
| EOY | 1142757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 165975575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 102692885 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68523145 | BOY |
| EOY | 63282690 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4178132 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375196815 | BOY |
| EOY | 393127796 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1338977 | BOY |
| EOY | 1664219 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462484943 | BOY |
| EOY | 477787129 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5515768 | BOY |
| EOY | 4993292 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133034 | BOY |
| EOY | 2645071 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47071853 | BOY |
| EOY | 43044762 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1361874 | BOY |
| EOY | 1637044 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56082529 | BOY |
| EOY | 52320169 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380907551 | BOY |
| EOY | 400298117 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21344358 | BOY |
| EOY | 21018338 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4150505 | BOY |
| EOY | 4150505 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406402414 | BOY |
| EOY | 425466960 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462484943 | BOY |
| EOY | 477787129 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $720 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 720 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Activities | Identifier |
| Explanation | The Whitehead Institute belongs to member organizations which may engage in lobbying activities. Dues of $720 have been specifically identified as pertaining to lobbying. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 297167 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 309747030 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 40934311 | InvestmentEarningsOrLosses |
| Other Expenditures | 18181000 | OtherExpenditures |
| End Of Year Balance | 332500341 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 397020184 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -71844246 | InvestmentEarningsOrLosses |
| Other Expenditures | 16136371 | OtherExpenditures |
| End Of Year Balance | 309039567 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3977500 | OtherCostOrOtherBasis |
| Book Value | 3977500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84064209 | OtherCostOrOtherBasis |
| Depreciation | 47829706 | Depreciation |
| Book Value | 36234503 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33818293 | OtherCostOrOtherBasis |
| Depreciation | 22920842 | Depreciation |
| Book Value | 10897451 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43406424 | OtherCostOrOtherBasis |
| Depreciation | 31942337 | Depreciation |
| Book Value | 11464087 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 709149 | OtherCostOrOtherBasis |
| Book Value | 709149 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63282690 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT GRADE FIXED INCOME | 44218409 | F |
| EMERGING MARKET DEBT | 46488011 | F |
| MARKETABLE ALTERNATIVES | 26692270 | F |
| CASH AND CASH EQUIVALENTS | 620781 | F |
| GLOBAL & EMERG. MKTS EQUITY | 195032327 | F |
| ABSOLUTE INCOME EQUITY | 28768635 | F |
| NONMARKETABLE ALTERNATIVES | 51307363 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 393127796 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| IKON FINANCIAL SERVICES LEASE | $23,425 |
| TIAA CREF DEFERRED COMPENSATION | $1,527,635 |
| CHARITABLE GIFT ANNUITIES | $85,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1637044 | TotalOfAmounts |
| Total Revenue | 67226653 | TotalRevenue |
| Total Expenses | 76732724 | TotalExpenses |
| Excess Or Deficit For Year | -9506071 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28487333 | NetUnrealizedGLOnInvestments |
| Other | $83,284 | OtherAmount |
| Total Adjustments | 28570617 | TotalAdjustments |
| Excess Or Deficit Per FS | 19064546 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 100135708 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28487333 | NetUnrealizedGainsInvestments |
| Recoveries Of Prior Year Grants | -527065 | RecoveriesOfPriorYearGrants |
| Other Revenues | 4948787 | OtherRevenues |
| Revenue Not Rptd F990 | 32909055 | RevenueNotRptdF990 |
| Revenue Subtotal | 67226653 | RevenueSubtotal |
| Total Revenue Per Form990 | 67226653 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 81681511 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4948787 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4948787 | ExpensesNotRptdF990 |
| Expenses Subtotal | 76732724 | ExpensesSubtotal |
| Total Expenses Per Form990 | 76732724 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Collections | Identifier |
| Return Reference | schedule D, Part III, Line 4 | ReturnReference |
| Explanation | The Whitehead Institute for Biomedical Research's (the "Institute") art collection was purchased with a gift from its founder, Edwin Whitehead. The collection consists of 77 artworks executed in oil, acrylic, watercolor and mixed media, prints and photography. The collection's purpose is to help create/foster a stimulating environment that promotes an innovative culture to achieve the mission of the Institute. Endowment Schedule D, Part V, Line 4 The Institute's endowment funds are used to underwrite the research program of the Institute as well as to fund the administration and operation of the Institute. FIN 48 Schedule D, Part X The institute is exempt from federal income tax under Section 501(c)(3) of the U.S. Internal Revenue Code. The institute complies with Financial Accounting Standards Board (FASB) Interpretation No. 38, Accounting for Uncertainty in Income Taxes - an Interpretation of FASB Statement 109 (FIN 48). Schedule D, Part XI, Line 8 Postretirement - 610,348 Grant Recovery - (527,064) Total - 83,284 Schedule D, Part XII, Line 2d Broad Rental Expenses - 4,948,787 Schedule D, Part XIII, Line 2d Broad Rental Expenses - 4,948,787 | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | NOTICE OF THE NON-DISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN THE SUNDAY EDUCATION SECTION OF THE BOSTON GLOBE. ALSO, ALL JOB POSTINGS LISTED ON WHITEHEAD INSTITUTES' EXTERNAL WEBSITE STATES THAT THE INSTITUTE IS AN EQUAL OPPORTUNITY EMPLOYER. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr David Page | |||||||||||||
| 0 | 0 | 0 | 0 | 247450 | 0 | 0 | 0 | 0 | 0 | 247450 | 0 | 0 | 0 |
| Mr Martin Mullins | |||||||||||||
| 271419 | 0 | 20000 | 0 | 17440 | 0 | 27839 | 0 | 1972 | 0 | 338670 | 0 | 0 | 0 |
| Mr John Travia | |||||||||||||
| 137670 | 0 | 0 | 0 | 16829 | 0 | 17611 | 0 | 7945 | 0 | 180055 | 0 | 0 | 0 |
| Dr Gerald Fink | |||||||||||||
| 283278 | 0 | 0 | 0 | 7849 | 0 | 27839 | 0 | 2800 | 0 | 321766 | 0 | 0 | 0 |
| Dr Rudolf Jaenisch | |||||||||||||
| 230122 | 0 | 0 | 0 | 32197 | 0 | 27839 | 0 | 9236 | 0 | 299394 | 0 | 0 | 0 |
| Dr Hidde Ploegh | |||||||||||||
| 241448 | 0 | 0 | 0 | 7333 | 0 | 24961 | 0 | 4001 | 0 | 277743 | 0 | 0 | 0 |
| Dr Hazel Sive | |||||||||||||
| 196935 | 0 | 0 | 0 | 25335 | 0 | 21943 | 0 | 3876 | 0 | 248089 | 0 | 0 | 0 |
| Dr Robert Weinberg | |||||||||||||
| 237775 | 0 | 0 | 0 | 6599 | 0 | 43855 | 0 | 2140 | 0 | 290369 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | schedule J, Part 1a and 1b | Identifier |
| Return Reference | David Page receives a housing allowance. No written policy is currently in | ReturnReference |
| Explanation | place, however the board approved housing allowance as part of the compensation package for Directors of the Institute. Schedule J, Part 1, Line 4b: Martin Mullins: $16,500 457(b) Plan; Rudolf Jaenisch: $16,500 457(b) Plan; and John Travia: $16,500 457(b) Plan | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|
| MHEFA (2006 Loan) | |||||
| 042456011 | 2006-01-25 | 7000000 | EQUIPMENT PURCHASES | false | false |
| MHEFA (2008 Loan) | |||||
| 042456011 | 2008-10-30 | 4000000 | EQUIPMENT PURCHASES | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 759941 | 0 | 0 | 0 | 46222 | 0 | 7411220 | 2009 | false | false | true | true |
| 3101471 | 0 | 0 | 1081118 | 30263 | 15347 | 2912929 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| true | false | false | false | false | false |
| true | false | false | false | false | false |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| HIDDE PLOEGH - | ||||||
| MORTGAGE ASSISTANCE | X | $350,000 | 231250 | false | true | true |
| DAVID PAGE - | ||||||
| MORTGAGE ASSISTANCE | X | $350,000 | 302421 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 533671 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MERCK CO INC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE AS OFFICER | Relationship |
| Amount Of Transaction | 259754 | AmountOfTransaction |
| Description Of Transaction | ROYALTY PAYMENTS ON PATENTS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
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 | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123081 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG OF HI/LOW | 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 | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Column B | Identifier |
| Return Reference | The organization is reporting the number of contributions. | ReturnReference |
| Explanation | Schedule M, Line 32 Gifts of stock are sent directly to UBS for immediate sale. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | The Whitehead Institute for Biomedical Research (the "Institute") engages in biomedical research and education to foster the understanding of biological systems, organisms, and processes with the ultimate goal of improving human health and well-being. Volunteers Form 990, Part I, Line 6 The Institute does not formally track volunteers but has included the number of board members and committee members of the board of associates (friends of the institute) that are uncompensated. FORM 990, PART V, LINE 4 The Institute filed Form TD F 90-22.1 with respect to investments in certain Cayman Islands entities for Calendar Year 2009. The Institute is re-evaluating whether it is required to file Form TD F 90-22.1 for these investments for calendar year 2010 in light of the recently released treasury regulations. |
| RELATIONSHIPS | FORM 990, PART VI, LINE 2 | JOHN, PETER, AND SUSAN WHITEHEAD (ALL DIRECTORS) have a family relationship. Form 990, Part VI, Line 7A At least three members of the Institute's Board must be selected from candidates designated by Massachusetts Institute of Technology, ("MIT"). Form 990, Part VI, Line 11 The process for the FY2010 Form 990 includes review by senior management, the audit committee, and the independent external tax consultants. The audit committee reviews a draft of the return and the full board receives a final copy of the Form 990 before it is filed. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12 Promptly after the end of each fiscal year of the Institute (June 30), and immediately following election to the Board for the first time, directors and officers shall submit to the Vice President, or such person as the Director may designate, a completed Disclosure Statement reporting information specifically requested in the Statement and also reporting on behalf of themselves, their family members, and organizations with which they have a business relationship, any actual or planned business or other transaction or relationship that directly or indirectly involves the Institute or that for some other reason could be construed as a conflict of interest because it might affect their independent, unbaised judgement when carrying out their duties for the Institute. If a matter comes before the Board or any committee of the Board, in which a director has an interest (either directly or indirectly), such director should withdraw from discussion and voting when the Board or committee acts on such matter. Conflicts of interest are monitored by the vice President and Director who advises the chairman of the board. Compensation Determination FORM 990, Part VI, Line 15 There is a Compensation Committee of the Board of Directors that annually reviews and recommends changes of the President's salary. The last review was conducted in fiscal year 2010. Faculty salaries are set by MIT yearly. All other officer salaries are part of a raise pool that is determined annually and approved by the Board of Directors as part of the budget approval process. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, LINE 19 The institute's governing documents, conflict of interest policy, and financial statements are available on request. |
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