European Journal for High Ability 5 (1994) 58-67
Mathematical giftedness and family relationship
Volkmar
Weiss
From 1963 to 1971 about 2.8 million East German
school children participated in nine nationwide mathematical competitions. The
1329 most successful participants were selected for further study. In 1970/71
and in two follow-ups in 1983 and 1993, data on 23,000 relatives of these
children were gathered. The data indicated the existence of a strong
relationship between mathematical-technical giftedness in school and
achievement in life. There was evidence from the distribution of high
professional achievement among the relatives that such achievement needs not
only nurture but also an appropriate genetic background, which seems to be
transmitted as a simple Mendelian trait, now open to investigation by molecular
genetics.
From
1963 to 1971 about 2.8 million East German school children participated in nine
nationwide mathematical competitions (for a review, see Engel, 1990). In the
first stage of the selection process (Luther, 1988), repeated each year in each
school, nearly all “mentally normal” students aged between 10 and 18 years took
part. The second and third stages were organised at district and county levels,
respectively. The fourth stage, a two day paper and pencil examination under
close supervision and restricted to students between 15 and 18 years, was
reached by the 1329 most successful participants in the third stage. In terms
of psychometry, this selection process fulfilled the requirements of a
standardised school achievement test. This is important to the argument of this
paper as in East Germany IQ testing was officially forbidden (see for
background information Weiss, 1991, 1993), and for that reason it was quite
impossible to administer IQ tests to the participants and their relatives.
However, from the high degree of selection it could be concluded that the IQ of
the young people was 130 or higher.
In 1970,
in order to obtain data about the background of the gifted, questionnaires were
distributed to their parents. Not only a sample of the parents filled in
information on their jobs and occupations, but this information was also
obtained for all first and second degree relatives of the participants, for all
male relatives of the third degree and for female cousins and the cousins of
the parents. Altogether, from 524 returned questionnaires and from the files of
the 1329 mathematically gifted students data on about 20,000 individuals were
obtained.
Because
there was no IQ testing, IQs of parents were estimated on the basis of
occupation. Although this may be seen as a methodological weakness, Terman
(1925) also faced this problem. His “Barr scale rating of occupational status”
was methodologically similar to the present approach. Twenty judges rated a
list of 121 representative occupations on a scale of 0 to 100, according to the
grade of intelligence which each was believed to demand. The occupational
distribution of the Terman gifted group is very similar to the distribution of
the East German mathematically gifted. In a study by Wilson et al. (1978)
various socioeconomic indexes and the Hollingshead Occupational Scale (McCall,
1977) were used to generate occupational status scores for each subject. The
IQs predicted by these scores differed from empirically obtained IQs by fewer
than 5 points in 37 percent of cases, fewer than 10 points in 66 percent, fewer
than 15 points in 88 percent. Very similar results were obtained by Karzmark et
al. (1985) using only years of education. By combining years of education,
occupational status and school achievement, the present approach could be
expected to have achieved a comparable range of error. Moreover, in 1978 it was
possible to test the IQs of 124 mathematically highly gifted children (see Weiss
1982), selected on the same basis as the present group. The mean IQ of this
sample was 135 ± 9, supporting the IQ estimates made on the basis of
occupations.
The
files of the students indicated their aspiration to obtain university degrees
as mathematicians, physicists, engineers and as experts in finance. In 1983, in
a first follow up study, it could be confirmed that 92 percent of all
participants did in fact obtain such a degree; in addition, 7 percent, obtained
a degree in non-mathematically oriented fields such as medicine, biology or the
humanities. Considering the 92 percent rate of correct classification by
profession alone, and using more conventional terminology, it was possible to
speak of a penetrance of 0.92. Only 1 percent obtained no degree at all. In
1983 62 percent of all participants held jobs at universities, in computer
centers and in other research institutions. Half of them excelled in creativity
and obtained patents for inventions and honours for discoveries.
Of the
fathers of the gifted youngsters, 43 percent also belonged to the same group
with professional qualifications as high as those of the 92 percent of the
students already mentioned above. In addition 24 percent of the fathers had
university degrees in less mathematically oriented fields (compared with 7
percent among the gifted individuals). A total of 25.5 percent of the fathers
were clerks or skilled workers in jobs such as bookkeepers, mechanic, tool
fitter or draughtsman. Only 7.5 percent of all fathers were skilled workers
with jobs such as mason, butcher, electrician or locksmith. However, it was
remarkable that in nearly all such cases questionnaire data revealed above
average achievement in school mathematics and in job performance. A locksmith,
for example, was solely responsible for a plant and had been honoured as an
innovator. Consequently, the assumption that the IQ of these men was in most
cases in the upper range of their respective professions and about 110 seems to
be justified. Only 1 percent of all fathers were unskilled workers, and in most
such cases reasons were given why a professional career had been impossible
(for example, diabetes or invalidity as a consequence of World War II).
For the mothers the results were not so clear cut: 37 percent of them were in jobs formerly typically done by females, such as secretary, stenotypist, bookkeeper, teacher and laboratory assistant and requiring above average intelligence. Some mothers were housewives without any profession, but with a number of children and a high school leaving examination (Abitur). School achievement and the confirmed correlation of IQ about 0.50 between husband and wife (Garrison et al., 1968) suggest that even such mothers probably had fairly high IQs.
The
following empirical findings were especially impressive:
1.
In
cases where the gifted youngsters had a father who was a graduate in
mathematics, physics or engineering (i.e., who belonged to the same
professional group as 92 percent of the participants themselves), all sibs of
the participants were above average in ability. In such families the mother
could be in any profession or be a housewife.
2.
In
cases where the gifted student had a father who did not belong to the group
just mentioned, the sibs could have any job or profession. Indeed, 14 percent
of these sibs (see Weiss, 1982) were in jobs requiring no more than average
intelligence. In the questionnaires in such cases the parents had written
expressively “without special interests”, “”without special achievements”,
“average achievements”, whereas for the gifted children and other sibs they had
given very detailed information about achievement and honours in school and
about job performance.
3.
Even
more impressive was a finding among the collaterals (i.e., sibs of parents of
the gifted youngsters and their respective spouses): Parents who both belonged
to the same high IQ group as the gifted students nearly always had children
(i.e. cousins of the gifted group) who were all of the same above average IQ.
Unskilled parental pairs mostly only had children in unskilled jobs. Parental
pairs where both spouses had an estimated IQ of about 110 had children who were
scattered over all possible jobs and professions.
The terminology of genetics is not always consistent: geneticists speak of the gene frequency of the allele M1, but of the genotype M1M1. It is also quite correct to speak of major genes (Weiss, 1992a) instead of alleles of the major gene locus M. Of course, the allele M2 could also be understood as an abstraction, and be in reality a series of n alleles with small differences, but with a large difference from the M1 allele or an allele-1 series. In fact, every major gene concept is an abstraction with regard
to minor genes and environmental influences (in a broad sense).
The hypothesis of a major gene locus of general intelligence with an autosomal allele M1 in the homozygous state as the prerequisite for an
IQ of 119 and higher was tested in the families of the sibs of the parents of
the mathematically gifted students (i.e., their aunts and uncles). Accordingly,
the total numbers in Table 1 are the first cousins of the gifted group.
Table 1. Distribution of collaterals under the assumption of Mendelian segregation
at a major gene locus (gene frequency M1 ≈ 0.20) of general intelligence* |
||||
Marriage combination |
Percentage according to Mendelian
rules with IQ 119 and higher |
Total number of cousins of gifted
students with IQ 119 |
||
Expected
range |
Empirical
value |
And higher |
Below |
|
|
75-100 |
81 |
47 |
11 |
II. (one spouse with IQ 119
and
higher) |
50-75 |
62 |
172 |
105 |
III. (both spouses below IQ 119;
at
least one spouse above
IQ
104) |
25-50 |
30 |
147 |
339 |
IV. (both spouses below IQ
105) |
0-25 |
12 |
56 |
426 |
Total |
|
|
422 32 percent |
661 68 percent |
* Two thirds of all cousins
were citizens of |
During the last two decades several authors (e.g.,
There was not the least hint of this in the present data, obtained from thousands of male relatives on both the maternal and the paternal side. The hypothesis of the X-linked inheritance of mathematical ability was rejected by Weiss (1972). What was revealed by the questionnaires in the present study was a different structure of interests and social values for males and females. Even among the present sample of highly gifted subjects, 47 percent of the females were interested in literature, but only 15 percent of males were; 68 percent of the girls could play a musical instrument, but only 31 percent of the boys could; 43 percent of boys were amateurs in electronics and related fields, but only 11 percent of the girls were. What cannot be ruled out by the present data is that autosomal genes are also regulated and influenced by genes located on sex chromosomes. This is, however, a different issue, and (for example, hormonal) regulation of mental traits by sex chromosomes should not be confounded with linkage to such chromosomes.
Twenty three year follow up of the gifted group
Monozygotic twins of the gifted students share all their genes with them, sibs and parents half of their genes, grandfathers and cousins an eighth. Therefore, in terms of classical genetics it is easy to draw conclusions about the underlying gene frequency in the total population from the frequencies of genotypes among the relatives of homozygous subjects. Because of historical change in occupational structure and underlying IQ requirements, the problem here is far more complicated. In 1993, 97 percent (n= 357) of all male gifted students were in professions typical for mathematical-technical giftedness and M1M1, respectively. Among the male relatives the figures were 55 percent (n=77) of the sons, 49 percent (n=220) of the brothers, 40 percent (n=346) of the fathers, 18 percent (n=570) of the male cousins, 22 percent (n=76) of the nephews, 14 percent (n=615) of the uncles, 11 percent (n=2250) of the male cousins of the parents, 9 percent (n=681) of the grandfathers, 5 percent (n=1996) of the uncles of the parents and 4 percent (n=1290) of the greatgrandfathers.
Theoretically, in a classical Mendelian case the percentage among uncles and
grandfathers, for example, should be the same. The difference in the present
data is due to historical change in the occupational structure. (The mean year of birth for the uncles was 1917, for the
grandfathers 1887, for the brothers of the gifted youngsters 1947.) Taking account of this change, it was estimated that the gene frequency p of the hypothetical major gene M1 of general intelligence is about 0.2 (Weiss, 1973), of the gene M2 the frequency q is about 0.8. From the Hardy
Weinberg law of population genetics, where p2 + 2pq + q2 = 1, it follows that the frequency of M1M1 should be 0.04, that of M1M2 0.32 and of M2M2 0.64. However, assortative marriage for IQ with about r = 0.50 has the consequence that the percentage of M1M1 heterozygotes in the total population is reduced, from which follow frequencies of about 5 percent for, 27 percent for M1M2 and 68 percent M2M2 (Weiss, 1982). The medians of the cumulated percentiles (M2M2 34; M1M2 81.5; M2M2 97.5) correspond to the following median IQs: M2M2 94; M1M2 112; M1M1 – 130.
However, most of the children of the gifted students were still attending school in 1993. Of 440 children, 85.5 percent were attending a school with a high school leaving examination (Abitur) or had already passed such an examination. In the case of the sibs of the gifted participants (n=351) the figure was 60 percent. In the former
Table 2
Percentage obtaining the Abitur (German high school leaving examination)
among the children of highly gifted participants
M1M1
|
|||||
Marriage combination of
participant and spouse |
Children with Abitur |
Children without Abitur |
n |
||
Percentage obtained |
Percentage expected* |
Percentage obtained |
Percentage expected* |
||
both spouses with IQ 124 and higher –
M1M1 x M1M1 |
93.4 |
100 |
6.6 |
0 |
242 |
participant with spouse with IQ below 124 –
M1M1 x M1M2 |
75.5 |
75 |
25.5 |
25 |
184 |
*
These percentages would be expected under the assumption of Mendelian
segregation and a cutoff IQ of 112 for obtaining Abitur. |
In
social reality a 100 percent fit between theory and empirical results cannot be
expected. For example, of the 16 children (the 6.6 percent in the first line of
Table 2) not fitting the theory (they did not pass the Abitur), one was
physically and mentally disabled, two were from broken marriages, two were
midwives, two nurses, three “students” (stated in this way in the
questionnaires without further details, i.e. Abitur is not impossible), and
five males were already in highly qualified technical jobs.
Table 3
Percentage obtaining the Abitur (German high school leaving examination)
among the nephews and nieces of highly
gifted participants M1M1 |
|||||
Sibs of participants and
respective spouses |
Children with Abitur |
Children without Abitur |
n |
||
Percentage obtained |
Percentage expected* |
Percentage obtained |
Percentage expected* |
||
both spouses with IQ 124 and higher –
M1M1 x M1M1 |
91.4 |
100 |
8.6 |
0 |
70 |
one spouse with IQ 124 and higher; the other
with IQ below 124 –
M1M1 x M1M2 |
71.5 |
75 |
28.5 |
25 |
130 |
both spouses with IQ between 104 and 124 –
M1M2 x M1M2 |
52.3 |
50 |
47.7 |
50 |
107 |
one spouse with IQ
below 105
–
M1M2 x M2M2 |
6.9 |
25 |
93.1 |
75 |
29 |
both spouses with IQ
below 105 –
M2M2 x M2M2 |
0 |
0 |
100 |
100 |
12 |
*
These percentages would be expected under the assumption of Mendelian
segregation and a cutoff IQ of 112 for obtaining Abitur. |
Comparing
the results in Tables 2 and 3, it is necessary to consider that the participants were classified with 100 percent certainty into M1M1. For their sibs, however, in most cases only information about their occupations was available. Hence, the expected rate of misclassification in Table 3 should be higher than in Table 2 (compare the respective first line in both tables), even for M1M1-M1M1
marriages.
The most
convincing evidence for the major gene theory will come neither from inferences
based on occupational stratification nor from psychometric data (Eysenck, 1986,
1987) but from segregation analysis using more basic variables (Lehrl and Fischer,
1990), especially biochemical ones. To prove the existence of the major gene
locus of human intelligence will be a discovery of centennial importance, and
therefore for some people it is the stuff of science fiction, for others of
nightmares (Weiss, 1991). Since the
existence of a major gene locus is now accepted as possible (Frank, 1985), it
was the aim of the present study to find ways to promote the discovery of the
underlying genetic polymorphism. A great deal is already known about this
polymorphism: Since 1971 (Weiss, 1972, 1973) its gene frequency and its strong
correlation with social status; since 1979 (Weiss et al. 1986) its distribution
properties; since 1982 (Lehrl et al., 1991) its probable involvement with brain
energy metabolism (see Weiss, 1992b).
In
population studies a mean enzyme activity of about 24 U glutathione peroxidase activity (GSHPx/g Hb) was found. By contrast, 100 healthy university students had a mean of 40.5, which is one of the arguments for the association of high IQ with high GSHPx activity.
Brugge et al.
(1992) confirmed a correlation (discovered in
1979) between GSHPx activity and a short term memory score (see Lehrl et al.,
1991). In the same year the redox modulation by oxidized glutathione of NMDA
receptor mediated synaptic activity in the hippocampus was discovered (Tauck,
1992). During recent years, molecular genetics has made such dramatic progress
that in view of the compelling evidence for a genetic and hence biochemical
background of mathematical technical giftedness and high intelligence (as
outlined here and in Weiss, 1992a), there is no question that the details of
the connection will be worked out.
References
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H.J. (1986) The theory of intelligence and the
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