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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T10:55:29-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1125 High StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061043412EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCHBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWHITNameControl
Phone6172585000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1NINE CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSharon FrancisName
TitleControllerTitle
Phone6172586696Phone
Date Signed2011-05-16DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePRICEWATERHOUSECOOPERS LLPName
Phone6175305000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID PAGENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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Address Line1NINE CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode
FieldValueIRS element (for citing)
Gross Receipts144023366GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.WI.MIT.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1982YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE O.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees405TotalNbrEmployees
Total Nbr Volunteers32TotalNbrVolunteers
Total Gross UBI-1360963TotalGrossUBI
Net Unrelated Business Txbl Income-1360963NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year45220294ContributionsGrantsPriorYear
Contributions Grants Current Year32834466ContributionsGrantsCurrentYear
Program Service Revenue Prior Year576930ProgramServiceRevenuePriorYear
Program Service Revenue CY451665ProgramServiceRevenueCY
Investment Income Prior Year16186862InvestmentIncomePriorYear
Investment Income Current Year25066303InvestmentIncomeCurrentYear
Other Revenue Prior Year4963702OtherRevenuePriorYear
Other Revenue Current Year8874219OtherRevenueCurrentYear
Total Revenue Prior Year66947788TotalRevenuePriorYear
Total Revenue Current Year67226653TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year28595674SalariesEtcPriorYear
Salaries Etc Current Year27437419SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year455857TotalFundrsngExpCurrentYear
Other Expense Prior Year42087510OtherExpensePriorYear
Other Expenses Current Year49295305OtherExpensesCurrentYear
Total Expenses Prior Year70683184TotalExpensesPriorYear
Total Expenses Current Year76732724TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3735396RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-9506071RevenuesLessExpensesCY
Total Assets BOY462484943TotalAssetsBOY
Total Assets EOY477787129TotalAssetsEOY
Total Liabilities BOY56082529TotalLiabilitiesBOY
Total Liabilities EOY52320169TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY406402414NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY425466960NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense48867627Expense
Grants0Grants
Revenue451665Revenue
DescriptionBiological & 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 Expense48867627TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
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Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096239NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees405NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLAURA SANDERNamePerson
Telephone Number6172585932TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line19 CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code021421479ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Dr David Page
Director/President10.0XX24745000
Mr Arthur Brill
Secretary/Director2.0XX000
Dr Charles Ellis
Director/Board Chair5.0X000
Ms Susan Whitehead
Director/Board Vice Chair2.0X000
Mr Landon Clay
Director2.0X000
Ms Brit d'Arbeloff
Director2.0X000
Mr Jonathan Goldstein
Director2.0X000
Dr Peter Hecht
Director2.0X000
Dr Barbara Imperiali
Director (Until 9/16/09)2.0X000
Dr Peter Kim
Director2.0X000
Mr David H Koch
Director2.0X000
Dr Robert Langer
Director2.0X000
Dr Mark Lapman
Director2.0X000
DR PHILLIP SHARP
Director2.0X000
Mr John Whitehead
Director2.0X000
Mr Peter Whitehead
Director2.0X000
DR NANCY ROSE
DIRECTOR (AS OF 12/16/09)2.0X000
Mr Martin Mullins
Vice President40.0X308859029811
Mr John Travia
Treasurer (Until 2/5/10)40.0X154499025556
Ms Kimberly Forness
Assistant Secretary40.0X84607012050
Dr Gerald Fink
MEMBER (FACULTY)40.0291127030639X
Dr Rudolf Jaenisch
MEMBER (FACULTY)40.0262319037075X
Dr Hidde Ploegh
Member (Faculty)40.0248781028962X
Dr Hazel Sive
Member (Faculty)40.0222270025819X
Dr Robert Weinberg
Member (Faculty)40.0244374045995X
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BAIN CAPITAL
111 HUNTINGTON AVENUEBOSTONMA02199INVESTMENT MANAGERS436045
WILLIAMS CONNOLLY LLP
725 TWELFTH ST NWWASHINGTONDC20005LEGAL COUNSEL3847497
THE INVESTMENT FUND FOR FOUNDATIONS
200 BARR HARBOUR DR STE 100WEST CONSHOHOCKENPA19428INVESTMENT MANAGERS496285
WOLF GREENFIELD SACKS PC
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All Other Contributions8847002AllOtherContributions
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Total Contributions32834466TotalContributions

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Comp Disqual Persons CompDisqualPersons

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Pension Plan Contributions PensionPlanContributions

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Advertising Advertising

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Office Expenses OfficeExpenses

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Program Services1469747ProgramServices
Management And General653952ManagementAndGeneral
Fundraising17344Fundraising

Information Technology InformationTechnology

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Program Services368084ProgramServices
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Fundraising2811Fundraising

Royalties Royalties

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Occupancy Occupancy

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Fundraising10394Fundraising

Travel Travel

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Program Services283971ProgramServices
Management And General84755ManagementAndGeneral
Fundraising11386Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

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Total0Total

Conferences Meetings ConferencesMeetings

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Program Services145011ProgramServices
Management And General44619ManagementAndGeneral
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Interest Interest

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Program Services1208272ProgramServices
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Payments To Affiliates PaymentsToAffiliates

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Total0Total

Depreciation Depletion DepreciationDepletion

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Fundraising26250Fundraising

Insurance Insurance

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Total185427Total
Management And General185427ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

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LAB SUPPLIES AND EQUIPMENT91376658896638241027
TUITION242275124142718480
FELLOWSHIPS26542642654264
RESEARCH SUBCONTRACTS24443182444318
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Total Functional Expenses TotalFunctionalExpenses

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EOY935482EOY

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EOY1142757EOY
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EOY63282690EOY

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EOY393127796EOY

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EOY1664219EOY

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EOY477787129EOY

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EOY4993292EOY

Deferred Revenue DeferredRevenue

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BOY2133034BOY
EOY2645071EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

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EOY43044762EOY

Other Liabilities OtherLiabilities

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BOY1361874BOY
EOY1637044EOY

Total Liabilities TotalLiabilities

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BOY56082529BOY
EOY52320169EOY
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Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

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EOY21018338EOY

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BOY4150505BOY
EOY4150505EOY

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BOY406402414BOY
EOY425466960EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

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BOY462484943BOY
EOY477787129EOY
FieldValueIRS element (for citing)
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Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

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Contributor Name Business ContributorNameBusiness

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Business Name Line1RESTRICTEDBusinessNameLine1

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Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$720OtherActivitiesAmount
Total Lobbying Expenditures IIB720TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLobbying ActivitiesIdentifier
ExplanationThe 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

FieldValueIRS element (for citing)
Assets In Part X297167AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance309747030BeginningOfYearBalance
Investment Earnings Or Losses40934311InvestmentEarningsOrLosses
Other Expenditures18181000OtherExpenditures
End Of Year Balance332500341EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance397020184BeginningOfYearBalance
Investment Earnings Or Losses-71844246InvestmentEarningsOrLosses
Other Expenditures16136371OtherExpenditures
End Of Year Balance309039567EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.99000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.01000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3977500OtherCostOrOtherBasis
Book Value3977500BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis84064209OtherCostOrOtherBasis
Depreciation47829706Depreciation
Book Value36234503BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis33818293OtherCostOrOtherBasis
Depreciation22920842Depreciation
Book Value10897451BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis43406424OtherCostOrOtherBasis
Depreciation31942337Depreciation
Book Value11464087BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis709149OtherCostOrOtherBasis
Book Value709149BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings63282690TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTMENT GRADE FIXED INCOME44218409F
EMERGING MARKET DEBT46488011F
MARKETABLE ALTERNATIVES26692270F
CASH AND CASH EQUIVALENTS620781F
GLOBAL & EMERG. MKTS EQUITY195032327F
ABSOLUTE INCOME EQUITY28768635F
NONMARKETABLE ALTERNATIVES51307363F
FieldValueIRS element (for citing)
Total Of Book Value Securities393127796TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
IKON FINANCIAL SERVICES LEASE$23,425
TIAA CREF DEFERRED COMPENSATION$1,527,635
CHARITABLE GIFT ANNUITIES$85,984
FieldValueIRS element (for citing)
Total Of Amounts1637044TotalOfAmounts
Total Revenue67226653TotalRevenue
Total Expenses76732724TotalExpenses
Excess Or Deficit For Year-9506071ExcessOrDeficitForYear
Net Unrealized GL On Investments28487333NetUnrealizedGLOnInvestments
Other$83,284OtherAmount
Total Adjustments28570617TotalAdjustments
Excess Or Deficit Per FS19064546ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt100135708TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments28487333NetUnrealizedGainsInvestments
Recoveries Of Prior Year Grants-527065RecoveriesOfPriorYearGrants
Other Revenues4948787OtherRevenues
Revenue Not Rptd F99032909055RevenueNotRptdF990
Revenue Subtotal67226653RevenueSubtotal
Total Revenue Per Form99067226653TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt81681511TotExpensesEtcAuditedFinclStmt
Other Expenses Included4948787OtherExpensesIncluded
Expenses Not Rptd F9904948787ExpensesNotRptdF990
Expenses Subtotal76732724ExpensesSubtotal
Total Expenses Per Form99076732724TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierCollectionsIdentifier
Return Referenceschedule D, Part III, Line 4ReturnReference
ExplanationThe 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 - 4,948,787Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnNOTICE 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 RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedfalseGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Dr David Page
000024745000000247450000
Mr Martin Mullins
271419020000017440027839019720338670000
Mr John Travia
13767000016829017611079450180055000
Dr Gerald Fink
2832780007849027839028000321766000
Dr Rudolf Jaenisch
23012200032197027839092360299394000
Dr Hidde Ploegh
2414480007333024961040010277743000
Dr Hazel Sive
19693500025335021943038760248089000
Dr Robert Weinberg
2377750006599043855021400290369000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Identifierschedule J, Part 1a and 1bIdentifier
Return ReferenceDavid Page receives a housing allowance. No written policy is currently inReturnReference
Explanationplace, 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) PlanExplanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
MHEFA (2006 Loan)
0424560112006-01-257000000EQUIPMENT PURCHASESfalsefalse
MHEFA (2008 Loan)
0424560112008-10-304000000EQUIPMENT PURCHASESfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundAmount DefeasedAmountDefeasedAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
75994100046222074112202009falsefalsetruetrue
310147100108111830263153472912929falsefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsefalse0.000000.000000.00000true
falsefalsefalsefalsefalse0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
truefalsefalsefalsefalsefalse
truefalsefalsefalsefalsefalse

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
HIDDE PLOEGH -
MORTGAGE ASSISTANCEX$350,000231250falsetruetrue
DAVID PAGE -
MORTGAGE ASSISTANCEX$350,000302421falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due533671TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMERCK CO INCNamePerson
FieldValueIRS element (for citing)
RelationshipTRUSTEE AS OFFICERRelationship
Amount Of Transaction259754AmountOfTransaction
Description Of TransactionROYALTY PAYMENTS ON PATENTSDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990123081NoncashContribsRptdF990
Method Of Determining RevenuesAVG OF HI/LOWMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSchedule M, Column BIdentifier
Return ReferenceThe organization is reporting the number of contributions.ReturnReference
ExplanationSchedule M, Line 32 Gifts of stock are sent directly to UBS for immediate sale.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MISSIONFORM 990, PART I, LINE 1 AND PART III, LINE 1The 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.
RELATIONSHIPSFORM 990, PART VI, LINE 2JOHN, 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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