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AN OFFSETTING LIABILITY IS REPORTED FOR THE SAME AMOUNT ON FORM 990, PART X, LINE 21. THE SCC IS A COLLABORATIVE RESEARCH FRAMEWORK AMONG FIVE INSTITUTIONS INCLUDING THE BROAD INSTITUTE. ENDOWMENT SCHEDULE D, PART V, LINE 4 THE BROAD INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE INSTITUTE'S PRIMARY RESEARCH MISSION. OTHER LIABILITIES SCHEDULE D, PART X, LINE 2 THE BROAD INSTITUTE DOES NOT HAVE A FIN 48 (ASC 740) STATEMENT. RECONCILIATION OF REVENUE/EXPENSES SCHEDULE D, PART XI, 2D THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $59,586,586 IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. 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THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. X X false true X X X X X false false false DAN SHORE CFO/TREASURER 438346 0 0 0 2499 0 27450 0 31004 0 499299 0 0 0 LAURIE PESSAH BOD ADMIN/ASSISTANT CLERK 154174 0 7500 0 1007 0 14692 0 31147 0 208520 0 0 0 TODD GOLUB INSTITUTE DIRECTOR 796815 0 0 0 20929 0 27450 0 29438 0 874632 0 0 0 WANDA CORDOVA SEE SCHEDULE O 248985 0 15000 0 21418 0 24842 0 6811 0 317056 0 0 0 JESSE SOUWEINE CHIEF OPERATING OFFICER 534552 0 50000 0 22279 0 27450 0 34284 0 668565 0 0 0 STACEY GABRIEL CHIEF GENOMICS OFFICER 521355 0 133084 0 22999 0 27450 0 20436 0 725324 0 0 0 MORGAN SHENG CORE INSTITUTE MEMBER 330343 0 9381 0 249422 0 27450 0 32531 0 649127 0 0 0 NIALL LENNON SR DIR TRANSLATIONAL GENOMICS 312090 0 100000 0 21947 0 27450 0 30017 0 491504 0 0 0 SHEILA DODGE SR. DIRECTOR GP OPERATIONS 322390 0 100942 0 11739 0 27450 0 23848 0 486369 0 0 0 HEATHER JANKINS SEE SCHEDULE O 280939 0 38246 0 121188 0 26414 0 31711 0 498498 0 0 0 CORRINA L HALE SR. 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A MASS DEVELOPMENT FINANCE AGENCY - SERIES 2017 043431814 57584X3E9 2017-11-16 291123863 DEFEASANCE OF PRIOR BOND ISSUE false false false A 0 0 291123863 0 0 288787345 2336518 0 0 0 0 0 2017 false true true true A false true false true true 0 false false false false A false true false true false false 0 false 0 false true A true ARBITRAGE RABATE COMPUTATION PART IV, LINE 2C THE MASS DEVELOPMENT FINANCE AGENCY REVENUE BONDS 2017 SERIES REBATE COMPUTATION FOR THE PERIOD ENDING JUNE 30, 2023 WILL BE PERFORMED BY AUGUST 30, 2023. X 4 1521434 MARKET VALUE X 1 59877532 MARKET VALUE false true false SCHEDULE M, PART I, Column (b) The number of contributions are used for reporting the list of noncash contributions. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 THE MISSION OF THE BROAD INSTITUTE IS TO PROPEL PROGRESS IN BIOMEDICINE, THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE, AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE TO THE SCIENTIFIC COMMUNITY TO BENEFIT THE PUBLIC. WE ARE A RESEARCH ORGANIZATION DEDICATED TO BETTER UNDERSTANDING THE ROOTS OF DISEASE AND NARROWING THE GAP BETWEEN NEW BIOLOGICAL INSIGHTS AND IMPACT FOR PATIENTS. VOLUNTEERS FORM 990, PART I, LINE 6 THE BROAD INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS AND COMMITTEE MEMBERS THAT ARE UNCOMPENSATED. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A THE BROAD INSTITUTE OPERATES FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO IMPROVE HUMAN HEALTH BY USING GENOMICS TO ADVANCE THE UNDERSTANDING OF THE BIOLOGY AND TREATMENT OF HUMAN DISEASE, AND TO HELP LAY THE GROUNDWORK FOR A NEW GENERATION OF THERAPIES. THE INSTITUTE DEFINES A NEW COLLABORATIVE MODEL FOR BIOMEDICAL RESEARCH, BRINGING TOGETHER EXTRAORDINARY SCIENTISTS ACROSS HARVARD, MIT AND HARVARD-AFFILIATED HOSPITALS AND USES NEW APPROACHES THAT COMBINE BIOLOGY, CHEMISTRY, MATHEMATICS, COMPUTATION AND ENGINEERING WITH MEDICAL SCIENCE AND CLINICAL RESEARCH. ITS SCIENTISTS ARE COMMITTED TO UNDERSTANDING THE FUNDAMENTAL BASIS OF GENOME AND CELL BIOLOGY, AND TO DEVELOPING TRANSFORMATIVE NEW APPROACHES TO BIOMEDICAL RESEARCH. SCIENTIFIC AREAS INCLUDE CHEMICAL BIOLOGY AND THERAPEUTICS SCIENCE, DRUG DISCOVERY, GENOME REGULATION, CELLULAR CIRCUITRY AND EPIGENOMICS, IMMUNOLOGY, MEDICAL AND POPULATION GENETICS, AND METABOLISM. BROAD'S RESEARCHERS BRING EXPERTISE IN DIFFERENT TECHNOLOGY AREAS, CALLED PLATFORMS, TO COLLABORATE ON CHALLENGING PROJECTS THAT COULD NOT BE DONE WITHIN A TYPICAL RESEARCH LABORATORY. TECHNOLOGY AREAS INCLUDE DATA SCIENCES, GENETIC PERTURBATION, GENOMICS, IMAGING, METABOLOMICS AND PROTEOMICS. THE INSTITUTE IS FOCUSED ON USING COLLABORATIVE APPROACHES TO MAKE FOUNDATIONAL ADVANCES IN A NUMBER OF DISEASE AREAS. THESE AREAS INCLUDE CANCER, CARDIOVASCULAR DISEASE, DIABETES, INFECTIOUS DISEASE AND MICROBIOME, KIDNEY DISEASE, OBESITY, PSYCHIATRIC DISORDERS AND RARE DISEASE. THE BROAD INSTITUTE IS COMMITTED TO MAKING THE EXTENSIVE DATA, METHODS, AND TECHNOLOGIES IT GENERATES SECURELY, RAPIDLY AND READILY ACCESSIBLE TO THE SCIENTIFIC COMMUNITY TO DRIVE BIOMEDICAL PROGRESS AROUND THE WORLD. IN RESPONSE TO THE OUTBREAK OF COVID-19, THE BROAD INSTITUTE WORKED WITH THE COMMONWEALTH OF MASSACHUSETTS TO LAUNCH AN EFFORT TO ENGAGE IN LARGE-SCALE COVID-19 DIAGNOSTIC TESTING SERVICES FOR A WIDE VARIETY OF CONSTITUENCIES INCLUDING HOSPITALS, CLINICS, NURSING HOMES, EDUCATIONAL INSTITUTIONS, AND HIGH-IMPACT COMMUNITIES. THE INSTITUTE WAS UNIQUELY POSITIONED TO RESPOND TO THE PUBLIC HEALTH EMERGENCY DUE TO ITS ABILITY TO PROCESS LARGE NUMBERS OF TESTS RAPIDLY, A KEY ELEMENT IN SEEKING TO REDUCE COMMUNITY SPREAD OF COVID-19. THESE LARGE-SCALE DIAGNOSTIC TESTING SERVICES LESSENED THE BURDEN OF GOVERNMENT BY REDUCING THE BURDEN OF IMPORTANT PUBLIC HEALTH CONCERNS THAT WOULD HAVE OTHERWISE FALLEN ON THE GOVERNMENT. TO ACHIEVE THIS GOAL, THE INSTITUTE CONVERTED A CLIA-CERTIFIED LAB INTO A LARGE-SCALE COVID-19 TESTING FACILITY AND CREATED A NOVEL AUTOMATION SYSTEM FOR TEST PROCESSING THAT WAS SCALABLE, MODULAR, AND HIGH-THROUGHPUT. THE INSTITUTE COLLABORATED WITH THE COMMONWEALTH OF MASSACHUSETTS, THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, AND LOCAL MEDICAL FACILITIES TO PROCESS PATIENT SAMPLES IN ORDER TO MEET PRESSING PUBLIC HEALTH NEEDS. DURING FY23, THE INSTITUTE'S LARGE-SCALE TESTING WAS AN IMPORTANT COMPONENT OF THE COMMONWEALTH OF MASSACHUSETTS' OVERALL EFFORTS TO MANAGE COVID-19, THEREBY PROMOTING THE HEALTH AND WELL BEING OF ALL RESIDENTS. WHILE THE INSTITUTE'S COVID-19 TESTING OPERATIONS HAVE, BY LESSENING THE BURDENS OF GOVERNMENT, FURTHURED THE INSTITUTE'S MISSION, THE INSTITUTE DETERMINED DURING FY23 TO FOCUS ON OTHER ASPECTS OF ITS MISSION AND WOUND DOWN LARGE-SCALE COVID TESTING ACTIVITIES IN JUNE 2023. THE BROAD INSTITUTE HOLDS AN ANNUAL SCIENTIFIC RETREAT, A MULTI-DAY MEETING FEATURING PRESENTATIONS AND POSTERS ON A VARIETY OF RESEARCH PROJECTS ACROSS THE INSTITUTE. IN 2022, THE RETREAT WAS ATTENDED BY APPROXIMATELY 2,500 PARTICIPANTS FROM THE COMMUNITY, BOTH VIRTUALLY AND IN PERSON. THE BROAD'S EDUCATIONAL OUTREACH PROGRAM ENGAGES BOSTON-CAMBRIDGE AREA HIGH SCHOOL STUDENTS IN SCIENTIFIC RESEARCH BY PROVIDING SUMMER INTERNSHIPS AND SEMESTER-LONG RESEARCH PROJECTS. IN 2022, 26 HIGH SCHOOL STUDENTS PARTICIPATED IN A SUMMER SCHOLARS PROGRAM DURING THE ACADEMIC YEAR. IN 2022, AS PART OF THE SEVENTH ANNUAL BROAD SCIENTISTS IN THE CLASSROOM PROGRAM WITH CAMBRIDGE PUBLIC SCHOOLS, BROAD SCIENTISTS VISITED GRADE LEVEL CLASSROOMS AND WORKED WITH STUDENTS THROUGHOUT SCIENCE UNITS. BROAD SERVED APPROXIMATELY 466 STUDENTS THROUGHOUT THIS INITIATIVE. BROAD VOLUNTEERS MENTORED 34 STUDENTS IN THE BIO-CODING CLUB DESIGNED TO ENGAGE 6-8 GRADERS IN THE FIELD OF BIOLOGY. ALSO IN 2022, BROAD PARTICPATED IN SEVERAL EDUCATIONAL EVENTS THROUGHOUT THE LOCAL COMMUNITY. BROAD SCIENTISTS PARTICIPATED IN TALKS AND PRESENTATIONS TO VARIOUS GROUPS ACROSS THE COMMUNITY SUCH AS CAMBRIDGE CITY COUNCIL CANDIDATES, HIGH SCHOOL EDUCATORS AND HIGH SCHOOL AND UNDERGRADUATE STUDENTS. TO HELP INSPIRE YOUNG PEOPLE AND INCREASE THE NUMBER OF SCIENTISTS FROM DIVERSE BACKGROUNDS, THE BROAD'S DIVERSITY INITIATIVE IN SCIENTIFIC RESEARCH OFFERS PROGRAMS FOR INDIVIDUALS FROM HISTORICALLY UNDERREPRESENTED GROUPS AT DIFFERENT STAGES OF THEIR EDUCATION AND CAREERS. IN 2022, 26 HIGH SCHOOL STUDENTS, 19 UNDERGRADUATE STUDENTS AND 8 FACULTY MEMBERS PARTICIPATED IN THESE PROGRAMS. CAREERS. IN 2022, 26 HIGH SCHOOL STUDENTS, 19 UNDERGRADUATE STUDENTS AND 8 FACULTY MEMBERS PARTICIPATED IN THESE PROGRAMS. RELATIONSHIPS AMONG FORM 990 PART VI, LINE 2 PHILLIP SHARP IS AN EMPLOYEE OF MIT, SALLY KORNBLUTH IS THE PRESIDENT OF MIT AND L. RAFAEL REIF WAS THE FORMER PRESIDENT OF MIT; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. ALL ARE/WERE DIRECTORS AT THE BROAD INSTITUTE. GEORGE Q. DALEY IS AN EMPLOYEE OF HARVARD, LAWRENCE BACOW WAS THE PRESIDENT OF HARVARD (UNT 6/23), AND SHIRLEY TILGHMAN IS A FELLOW OF HARVARD; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. ALL ARE DIRECTORS AT THE BROAD INSTITUTE. SHIRLEY TILGHMAN IS THE CHAIR OF CALICO'S SCIENTIFIC BOARD AND ARTHUR LEVINSON IS THE CEO OF CALICO; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. BOTH ARE DIRECTORS AT THE BROAD INSTITUTE. CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, LINE 4 IN AUGUST 2022, CHANGES TO THE INSTITUTE'S ORGANIZATIONAL DOCUMENTS INCLUDE AN AMENDMENT TO THE ARTICLES OF ORGANIZATION TO CLARIFY THE BROAD'S CHARITABLE PURPOSE INCLUDES LESSENING THE BURDENS OF GOVERNMENT. MEMBERS FORM 990 PART VI, LINE 6 THE MEMBERS OF THE BROAD INSTITUTE CONSIST OF MIT, HARVARD, AND THE ELI AND EDYTHE BROAD FOUNDATION. DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS FORM 990 PART VI, LINE 7A AND 7B BROAD MEMBERS (HARVARD, MIT AND THE BROAD FOUNDATION) EXERCISE ALL POWERS CONSISTENT WITH THE ACTIVITIES AND AFFAIRS OF THE BROAD INSTITUTE. THE MEMBERS HAVE ALL POWERS AND RIGHTS AS ARE VESTED IN THEM BY LAW, THE ARTICLES OF ORGANIZATION AND THE BY-LAWS, WHICH INCLUDE AMENDMENTS TO THE BY-LAWS AND ARTICLES OF INCORPORATION, THE ELECTION OR REPLACEMENT OF DIRECTORS AND DISSOLUTION OF THE INSTITUTE. THE MEMBERS SHALL HOLD AN ANNUAL MEETING FOR ELECTION OF DIRECTORS AND FOR THE CONDUCT OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. REVIEW OF 990 FORM 990, PART VI, LINE 11B THE BROAD INSTITUTE'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF THE INSTITUTE'S AUDITORS, PRICEWATERHOUSECOOPERS LLP. THE DRAFT FORM 990 WAS PROVIDED TO THE INSTITUTE'S SENIOR MANAGEMENT AND AUDIT, RISK AND COMPLIANCE COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT. THE FULL BOARD RECEIVED A COMPLETED COPY OF THE FORM 990 PRIOR TO THE FORM BEING FILED WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C EACH DIRECTOR AND OFFICER HAS A DUTY TO PLACE THE INTEREST OF THE INSTITUTE FOREMOST IN ANY DEALING WITH THE INSTITUTE AND HAS A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. PROMPTLY FOLLOWING THEIR ELECTION OR APPOINTMENT, AND THEREAFTER NOT LATER THAN THE FIRST DAY OF DECEMBER OF EACH YEAR, EACH DIRECTOR AND OFFICER SHALL ACKNOWLEDGE THEIR FAMILIARITY WITH THIS POLICY AND SHALL DISCLOSE IN WRITING TO THE CHAIRMAN OF THE BOARD ANY EXISTING FINANCIAL OR OTHER MATERIAL INTERESTS SUBJECT TO THIS POLICY BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS SHALL BE REVIEWED BY THE CHAIRMAN OF THE BOARD. ANY ISSUES NOT PREVIOUSLY DISCLOSED SHALL BE REFERRED BY THEM TO THE BOARD OR APPROPRIATE COMMITTEE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS SHALL BE RETAINED IN THE CONFIDENTIAL FILES OF THE CHAIRMAN OF THE BOARD. IF A DIRECTOR OR OFFICER DISCLOSES A CONFLICT OF INTEREST TO A PROPOSED OR EXISTING ARRANGEMENT, THE INSTITUTE'S POLICY PLACES CERTAIN RESTRICTIONS ON THEIR ABILITY TO PARTICIPATE IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS AROUND THE ARRANGEMENT. IF AN EMPLOYEE WITH THE AUTHORITY TO INFLUENCE BUSINESS DECISIONS DISCLOSES A CONFLICT OF INTEREST RELATED TO A PROPOSED BUSINESS DECISION, THE INSTITUTE'S POLICY PLACES CERTAIN RESTRICTIONS ON THEIR ABILITY TO PARTICIPATE IN THE DECISION-MAKING PROCESS. COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE BROAD INSTITUTE MOST RECENTLY ENGAGED A CONSULTING FIRM TO CONDUCT AN INDEPENDENT STUDY FOR THE COMPENSATION OF THE INSTITUTE DIRECTOR IN 2021, AS WELL AS OTHER TOP LEADERSHIP POSITIONS IN 2020 and 2022. THE STUDY FINDINGS WERE PRESENTED TO THE LEADERSHIP, PERSONNEL POLICY AND BOARD GOVERNANCE COMMITTEE FOR REVIEW. THE BOARD OF DIRECTORS' DELIBERATIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. PUBLIC DISCLOSURE OF DOCUMENTS FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. THE FORM 1023 IS MADE AVAILABLE UPON REQUEST. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, LINE 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE ANNUALLY FILED MASSACHUSETTS FORM PC, WHICH IS AVAILABLE TO THE PUBLIC. THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. OFFICER TITLES FORM 990, PART VII, LINE 1A WANDA CORDOVA IS AN OFFICER OF THE BROAD INSTITUTE. HER TITLE IS SENIOR ADVISOR TO THE CFO / ASSISTANT TREASURER. HEATHER JANKINS IS A HIGHLY COMPENSATED EMPLOYEE AT THE BROAD INSTITUTE. HER TITLE IS SENIOR DIRECTOR, OPERATIONS AND FINANCES, DSP. JUSTINE LEVIN-ALLERHAND WAS A FORMER OFFICER AT THE BROAD INSTITUTE. HER TITLE WAS CHIEF DEVELOPMENT OFFICER /CLERK (UNTIL 11/21). LAURIE PESSAH IS AN OFFICER AT THE BROAD INSTITUTE. HER TITLE IS BOARD OF DIRECTORS ADMINISTRATOR AND ASSISTANT CLERK. SHE ALSO PERFORMED THE DUTIES OF CLERK IN THE INTERIM PERIOD UNTIL CORRINA HALE WAS APPOINTED CLERK IN SEPTEMBER 2022. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 THE INSTITUTE RECOGNIZED CHANGES IN THE INSTITUTE'S BENEFICIAL INTEREST IN TRUST OF $59,586,586 IN NONOPERATING ACTIVITIES IN ITS FINANCIAL STATEMENTS. BROAD CLINICAL LABS LLC 415 MAIN STREET CAMBRIDGE MA 02142 352469571 DX TEST SVC MA -206774620 183641499 BROAD INST GENOME BRIDGE LLC 415 MAIN STREET CAMBRIDGE MA 02142 900984758 COMBINE DATA MA 0 0 BROAD INST THE STANLEY FUND FOR THE BROAD INSTITUTE 415 MAIN SREET CAMBRIDGE MA 02142 465574304 SUPPORT. ORG. MA 501(c)(3) 12a BROAD INST true false false true false false false false false false false true false false false false true false false THE STANLEY FUND FOR THE BROAD INSTITUTE C 59877532 BOOK VALUE