WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-10
IRS object ID: 202401319349300040
Schema version: 2022v5.0
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 F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-10T10:23:18-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE ST 13TH FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WORCESTER POLYTECHNIC INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WORC	BusinessNameControlTxt
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HORAN	PersonNm
Person Title	EXECUTIVE VP & CFO	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2024-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	HORAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JINLIU WANG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$463,941,563	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WPI.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY (CONTINUED ON SCHEDULE O)THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	31	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	4445	TotalEmployeeCnt
Total Volunteers	225	TotalVolunteersCnt
Total Gross UBI	$2,713,435	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,922,762	PYContributionsGrantsAmt
CY Contributions Grants	$23,070,174	CYContributionsGrantsAmt
PY Program Service Revenue	$414,335,622	PYProgramServiceRevenueAmt
CY Program Service Revenue	$425,741,934	CYProgramServiceRevenueAmt
PY Investment Income	$4,296,051	PYInvestmentIncomeAmt
CY Investment Income	$13,559,221	CYInvestmentIncomeAmt
PY Other Revenue	$317,211	PYOtherRevenueAmt
CY Other Revenue	$300,852	CYOtherRevenueAmt
PY Total Revenue	$444,871,646	PYTotalRevenueAmt
CY Total Revenue	$462,672,181	CYTotalRevenueAmt
PY Grants And Similar Paid	$131,407,562	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$137,912,773	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$176,218,032	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$192,857,975	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$166,030	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$224,389	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,597,072	CYTotalFundraisingExpenseAmt
PY Other Expenses	$137,704,672	PYOtherExpensesAmt
CY Other Expenses	$152,028,273	CYOtherExpensesAmt
PY Total Expenses	$445,496,296	PYTotalExpensesAmt
CY Total Expenses	$483,023,410	CYTotalExpensesAmt
PY Revenues Less Expenses	-$624,650	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$20,351,229	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,250,809,748	TotalAssetsBOYAmt
Total Assets EOY	$1,319,474,615	TotalAssetsEOYAmt
Total Liabilities BOY	$485,190,259	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$520,187,087	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$765,619,489	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$799,287,528	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O) THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$340,575,019	ExpenseAmt
Grant	$128,642,002	GrantAmt
Revenue	$382,039,615	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 5,250 UNDERGRADUATE AND 2,050 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,300 STUDENTS. DURING FISCAL YEAR 2023, THE UNIVERSITY AWARDED 1,088 BACHELOR, 785 MASTER AND 88 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$54,865,742	ExpenseAmt
Grant	$9,270,771	GrantAmt
Revenue	$43,702,319	RevenueAmt
Desc	AT THE UNIVERSITY, 239 FACULTY AND POST DOC RESEARCHERS, AND 554 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$395,440,761	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	7594	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4445	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	31	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL HORAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JINLIU WANG
PRESIDENT (AS OF 04/2023)	40.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
WINSTON SOBOYEJO
INT. PRES(THRU 04/2023)/PROVOST	40.00	1.00	Yes (X)	Yes (X)	$726,939	$0	$91,601
WILLIAM FITZGERALD
CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JOYCE KLINE
VICE CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
FRANCESCA MALTESE
VICE CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL ASPINWALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JAMES BAUM
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LORRAINE BOLSINGER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LINWOOD BRADFORD
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MICHAEL DOLAN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARNI HALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ROBERT HART
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JEREMY HITCHCOCK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
STUART KAZIN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
CARL KILMER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DAVID LAPRE
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
CARLEEN MARTLAND
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ERICA MASON
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MAUREEN MCCAFFREY
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
PAMELA MCCAULEY
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NEIL MCDONOUGH
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LINDA MCGOLDRICK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
PATRICIA NEWCOMER-SMALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
GEORGE OLIVER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARK O'NEIL
TRUSTEE (THRU 07/2022)	2.00	0.00	Yes (X)		$0	$0	$0
KAREN TEGAN PADIR
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ELIZABETH PHELAN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARK RUSSELL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
STEPHEN RUSCKOWSKI
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NAVJOT SINGH
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JOAN BOLDUC SZKUTAK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MYLES WALTON
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DOROTHEA WONG
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ELIZABETH CLAPP
ASSOC TREAS. & CONTROLLER	40.00	1.00		Yes (X)	$115,361	$0	$24,382
DAVID BUNIS
SECRETARY & GENERAL COUNSEL	40.00	0.00		Yes (X)	$571,132	$0	$30,099
MICHAEL HORAN
TREASURER, EXECUTIVE VP & CFO	40.00	1.00		Yes (X)	$476,179	$0	$52,468
KYLE SIEGEL
AVP, CHIEF OF STAFF & DEP. SECR.	40.00	0.00		Yes (X)	$149,602	$0	$36,456
PHILIP CLAY
VP STUDENT AFFAIRS	40.00	0.00			$397,128	$0	$40,069	Yes (X)
AMY MORTON
VP & CHIEF OF STAFF (THRU 07/2022)	40.00	0.00			$432,343	$0	$32,529	Yes (X)
ARTHUR HEINRICHER
INT. PROVOST (THRU 04/2023)/DEAN UG STUDIES	40.00	0.00			$317,572	$0	$38,932	Yes (X)
LAUREN TURNER
SVP TALENT & INCLUSION, CDO	40.00	0.00			$425,092	$0	$55,862		Yes (X)
JOHN MCNEIL
DEAN OF ENGINEERING	40.00	0.00			$379,855	$0	$55,325		Yes (X)
LAURIE LESHIN
FORMER PRESIDENT	0.00	0.00			$1,146,542	$0	$62,638		Yes (X)
JEAN KING
DEAN OF ARTS & SCIENCES	40.00	0.00			$393,592	$0	$54,515		Yes (X)
DONNA STOCK
VP UNIVERSITY ADVANCEMENT	40.00	0.00			$376,760	$0	$43,496		Yes (X)
JEFFREY SOLOMON
FORMER TREAS, EXEC VP, CFO	0.00	0.00			$276,084	$0	$0			Yes (X)
BRUCE BURSTEN
CHEMISTRY PROFESSOR	40.00	0.00			$205,723	$0	$29,712			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,389,904	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$648,084	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	456	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONSIGLI CONSTRUCTION COMPANY INC
72 SUMNER STREET	MILFORD	MA	01757	CONSTRUCTION	$11,330,242
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUE	BOSTON	MA	02118	CONSTRUCTION	$8,750,106
CUTLER ASSOCIATES INC
43 HARVARD STREET	WORCESTER	MA	01609	CONSTRUCTION	$2,353,546
SOLVUS GLOBAL LLC
104 PRESCOTT STREET	WORCESTER	MA	01605	CONSULTING	$1,685,283
BUILDER SYSTEMS INC
135 SOUTHBRIDGE ST	AUBURN	MA	01501	MAINTENANCE-CARPENTRY	$1,497,645

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	106	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,500,000	GovernmentGrantsAmt
All Other Contributions	$21,570,174	AllOtherContributionsAmt
Noncash Contributions	$1,789,126	NoncashContributionsAmt
Total Contributions	$23,070,174	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$329,797,351	$329,797,351
SPONSORED RESEARCH	611710	$43,702,319	$43,702,319
AUXILIARY OPERATIONS	611710	$41,255,648	$41,255,648
OTHER OPER. SOURCES	611710	$8,016,969	$8,016,969
OTHER EDUC. OPERATIONS	611710	$2,969,647	$2,814,219	$155,428

Field	Value	IRS element (for citing)
Total Program Service Revenue	$425,741,934	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,565,803	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,558,007	UnrelatedBusinessRevenueAmt
Exclusion	$11,007,796	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$174,837	TotalRevenueColumnAmt
Exclusion	$174,837	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,262,800	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,269,382	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$6,582	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,582	TotalRevenueColumnAmt
Exclusion	-$6,582	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	GAIN INT RATE AGREEMNT	Desc
Business	900099	BusinessCd
Total Revenue Column	$126,015	TotalRevenueColumnAmt
Exclusion	$126,015	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$126,015	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$462,672,181	TotalRevenueColumnAmt
Related Or Exempt Func Income	$425,586,506	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,713,435	UnrelatedBusinessRevenueAmt
Exclusion	$11,302,066	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,895,804	TotalAmt
Program Services	$7,895,804	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$128,641,150	TotalAmt
Program Services	$128,641,150	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,375,819	TotalAmt
Program Services	$1,375,819	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,385,048	TotalAmt
Program Services	$589,792	ProgramServicesAmt
Management And General	$2,401,471	ManagementAndGeneralAmt
Fundraising	$393,785	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$470,164	TotalAmt
Program Services	$432,581	ProgramServicesAmt
Management And General	$37,583	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$151,163,802	TotalAmt
Program Services	$115,281,206	ProgramServicesAmt
Management And General	$31,163,050	ManagementAndGeneralAmt
Fundraising	$4,719,546	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,495,424	TotalAmt
Program Services	$7,892,479	ProgramServicesAmt
Management And General	$2,257,020	ManagementAndGeneralAmt
Fundraising	$345,925	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$18,269,711	TotalAmt
Program Services	$10,260,420	ProgramServicesAmt
Management And General	$7,037,752	ManagementAndGeneralAmt
Fundraising	$971,539	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,073,826	TotalAmt
Program Services	$6,823,448	ProgramServicesAmt
Management And General	$1,951,308	ManagementAndGeneralAmt
Fundraising	$299,070	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$977,963	TotalAmt
Program Services	$36,310	ProgramServicesAmt
Management And General	$941,060	ManagementAndGeneralAmt
Fundraising	$593	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$415,747	TotalAmt
Program Services	$90,498	ProgramServicesAmt
Management And General	$324,600	ManagementAndGeneralAmt
Fundraising	$649	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$183,264	TotalAmt
Management And General	$183,264	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$224,389	TotalAmt
Fundraising	$224,389	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,249,031	TotalAmt
Management And General	$1,249,031	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,007,818	TotalAmt
Program Services	$18,341,971	ProgramServicesAmt
Management And General	$2,611,472	ManagementAndGeneralAmt
Fundraising	$54,375	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,166,816	TotalAmt
Program Services	$1,697,561	ProgramServicesAmt
Management And General	$437,294	ManagementAndGeneralAmt
Fundraising	$31,961	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,688,200	TotalAmt
Program Services	$3,144,517	ProgramServicesAmt
Management And General	$1,434,579	ManagementAndGeneralAmt
Fundraising	$109,104	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$9,299,900	TotalAmt
Program Services	$2,182,581	ProgramServicesAmt
Management And General	$6,845,417	ManagementAndGeneralAmt
Fundraising	$271,902	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,065,926	TotalAmt
Program Services	$9,551,845	ProgramServicesAmt
Management And General	$1,379,460	ManagementAndGeneralAmt
Fundraising	$134,621	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,825,107	TotalAmt
Program Services	$7,163,407	ProgramServicesAmt
Management And General	$540,827	ManagementAndGeneralAmt
Fundraising	$120,873	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,144,615	TotalAmt
Program Services	$2,373,203	ProgramServicesAmt
Management And General	$704,397	ManagementAndGeneralAmt
Fundraising	$67,015	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$14,943,087	TotalAmt
Program Services	$11,985,844	ProgramServicesAmt
Management And General	$2,736,649	ManagementAndGeneralAmt
Fundraising	$220,594	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$36,634,334	TotalAmt
Program Services	$30,265,929	ProgramServicesAmt
Management And General	$5,925,156	ManagementAndGeneralAmt
Fundraising	$443,249	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,535,196	TotalAmt
Program Services	$143,661	ProgramServicesAmt
Management And General	$1,391,399	ManagementAndGeneralAmt
Fundraising	$136	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS AND MAINTENANCE	$15,475,397	$14,819,409	$636,699	$19,289
LAB EQUIPMENT/SUPPLIES	$10,705,024	$8,579,430	$2,012,400	$113,194
RESEARCH AND TRAINING	$3,798,925	$3,283,140	$508,227	$7,558
BOOKS AND PERIODICALS	$2,977,272	$66,839	$2,905,647	$4,786

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,934,651	TotalAmt
Program Services	$2,521,917	ProgramServicesAmt
Management And General	$1,369,815	ManagementAndGeneralAmt
Fundraising	$42,919	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$483,023,410	TotalAmt
Program Services	$395,440,761	ProgramServicesAmt
Management And General	$78,985,577	ManagementAndGeneralAmt
Fundraising	$8,597,072	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,011,904	BOYAmt
EOY	$10,891,223	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,927,269	BOYAmt
EOY	$38,738,013	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,737,226	BOYAmt
EOY	$3,780,747	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$16,071,923	BOYAmt
EOY	$16,581,223	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,637,273	BOYAmt
EOY	$10,004,607	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$919,042,276	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$400,523,542	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$505,978,522	BOYAmt
EOY	$518,518,734	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$109,808,279	BOYAmt
EOY	$164,550,268	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$530,906,469	BOYAmt
EOY	$539,936,441	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,730,883	BOYAmt
EOY	$16,473,359	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,250,809,748	BOYAmt
EOY	$1,319,474,615	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,727,668	BOYAmt
EOY	$28,027,077	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$11,491,013	BOYAmt
EOY	$11,900,772	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$334,437,037	BOYAmt
EOY	$319,284,987	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$194,552	BOYAmt
EOY	$205,179	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$60,591,569	BOYAmt
EOY	$76,629,920	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,748,420	BOYAmt
EOY	$84,139,152	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$485,190,259	BOYAmt
EOY	$520,187,087	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$348,631,068	BOYAmt
EOY	$350,722,767	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$416,988,421	BOYAmt
EOY	$448,564,761	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$765,619,489	BOYAmt
EOY	$799,287,528	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,250,809,748	BOYAmt
EOY	$1,319,474,615	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$20,351,229	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$53,633,935	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$385,333	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,267,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,087,495	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,507,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,922,762	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,070,174	CurrentTaxYearAmt
Total	$135,855,058	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,267,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,087,495	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,507,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,922,762	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,070,174	CurrentTaxYearAmt
Total	$135,855,058	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,155,565	SubstantialContributorsTotAmt
Public Support Total170	$127,699,493	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,215,285	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,508,829	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,350,643	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,808,581	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,182,633	CurrentTaxYearAmt
Total	$36,065,971	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$38,254	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,102,514	CurrentTaxYearAmt
Total	$2,140,768	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,800	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,371	CurrentTaxYearMinus3YearsAmt
Total	$49,171	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$174,110,968	TotalSupportAmt
Gross Receipts Rltd Activities	$1,897,283,329	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.73340	PublicSupportCY170Pct
Public Support PY170	0.74470	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS INCOME FROM GAMING - 2018 AMOUNT: $ 22,800. 2019 AMOUNT: $ 26,371. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$183,264	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$183,264	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$482,840,146	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$483,023,410	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$236,805	CurrentYearMinus3Amt
Current Year Minus2	$189,030	CurrentYearMinus2Amt
Current Year Minus1	$185,294	CurrentYearMinus1Amt
Current Year	$183,264	CurrentYearAmt
Total	$794,393	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-A, LINE 1B:	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENDITURES ARE FOR THE PURPOSE OF IDENTIFYING FUNDING OPPORTUNITIES AT THE FEDERAL AND STATE LEVEL TO SUPPORT EDUCATIONAL AND RESEARCH PROGRAMS AND TO DEVELOP STRATEGIC RESEARCH PARTNERSHIPS WITH GOVERNMENT ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$587,107,058	BeginningYearBalanceAmt
Contributions	$7,970,966	ContributionsAmt
Investment Earnings Or Losses	$59,079,208	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,282,412	GrantsOrScholarshipsAmt
Other Expenditures	$15,109,512	OtherExpendituresAmt
End Year Balance	$628,765,308	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$630,915,527	BeginningYearBalanceAmt
Contributions	$12,869,512	ContributionsAmt
Investment Earnings Or Losses	-$31,950,308	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,825,960	GrantsOrScholarshipsAmt
Other Expenditures	$14,901,713	OtherExpendituresAmt
End Year Balance	$587,107,058	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$484,367,049	BeginningYearBalanceAmt
Contributions	$10,106,274	ContributionsAmt
Investment Earnings Or Losses	$160,615,648	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,447,238	GrantsOrScholarshipsAmt
Other Expenditures	$14,726,206	OtherExpendituresAmt
End Year Balance	$630,915,527	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$508,521,354	BeginningYearBalanceAmt
Contributions	$4,302,473	ContributionsAmt
Investment Earnings Or Losses	-$9,351,199	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,007,430	GrantsOrScholarshipsAmt
Other Expenditures	$10,098,149	OtherExpendituresAmt
End Year Balance	$484,367,049	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$500,270,617	BeginningYearBalanceAmt
Contributions	$9,366,879	ContributionsAmt
Investment Earnings Or Losses	$21,649,079	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,986,726	GrantsOrScholarshipsAmt
Other Expenditures	$13,778,495	OtherExpendituresAmt
End Year Balance	$508,521,354	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.39100	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.25700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35200	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,759,720	OtherCostOrOtherBasisAmt
Book Value	$22,759,720	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$717,189,254	OtherCostOrOtherBasisAmt
Depreciation	$276,064,748	DepreciationAmt
Book Value	$441,124,506	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,815,568	OtherCostOrOtherBasisAmt
Depreciation	$19,755,176	DepreciationAmt
Book Value	$1,060,392	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$150,717,014	OtherCostOrOtherBasisAmt
Depreciation	$104,703,618	DepreciationAmt
Book Value	$46,013,396	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,560,720	OtherCostOrOtherBasisAmt
Book Value	$7,560,720	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$518,518,734	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$327,953,365	F
PRIVATE EQUITY FUNDS	$100,882,757	F
FIXED INCOME FUNDS	$66,537,591	F
REAL ESTATE	$44,562,728	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$539,936,441	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITIES	$67,747,630
SPLIT INTEREST RATE AGREEMENTS	$5,482,039
FUNDS HELD FOR OTHERS	$5,380,674
REFUNDABLE GOVERNMENT LOAN FUNDS	$2,526,625
INTEREST RATE AGREEMENTS	$1,874,564
ASSET RETIREMENT OBLIGATIONS	$1,127,620

Field	Value	IRS element (for citing)
Total Liability	$84,139,152	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
PART III, LINE 4:	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
PART V, LINE 4:	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.6% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2023.
PART X, LINE 2:	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENT OF FINANCIAL POSITION OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES OR CASH FLOWS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE UNIVERSITY MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A NOTICE OF NON-DISCRIMINATION ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. (CONTINUED BELOW LINE 6)
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID.
LINE 3 - NONDISCRIMINATION POLICY CONTINUED:	IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION ACT OF 1975, AND THEIR RESPECTIVE IMPLEMENTING REGULATIONS. FURTHERMORE, THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE UNLAWFUL DISCRIMINATION OR HARASSMENT. UNLAWFUL DISCRIMINATION OR HARASSMENT CONSISTS OF TREATING A PERSON DIFFERENTLY IN ANY UNIVERISTY PROGRAM OR ACTIVITY BASED ON THEIR RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS. THIS INCLUDES, FOR EXAMPLE, THE DISPLAY OR CIRCULATION OF WRITTEN OR ELECTRONIC MATERIALS OR PICTURES DEGRADING TO A PERSON'S GENDER OR TO RACIAL, ETHNIC, OR RELIGIOUS GROUPS; AND VERBAL ABUSE OR INSULTS DIRECTED AT OR MADE IN THE PRESENCE OF MEMBERS OF A RACIAL, ETHNIC, OR MINORITY GROUP. THE UNIVERSITY WILL ADMINISTER ANY COMPLAINT OF DISCRIMINATION OR HARASSMENT WITH THE UTMOST DEGREE OF PRIVACY AND CONFIDENTIALITY POSSIBLE UNDER THE CIRCUMSTANCES OF EACH MATTER AND AS PERMITTED BY LAW. FAILURE OF ANY PARTICIPANT TO RESPECT CONFIDENTIALITY, BOTH DURING OR AFTER AN INVESTIGATION PROCESS, MAY CONSTITUTE RETALIATION AND SUBJECT THE VIOLATOR TO DISCIPLINE. THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE ANY FORM OF RETALIATION AGAINST PERSONS WHO HAVE COMPLAINED ABOUT, OR PARTICIPATED IN AN INVESTIGATION OF A COMPLAINT ABOUT, UNLAWFUL DISCRIMINATION OR HARASSMENT. THE UNIVERSITY WILL MAKE AN INDEPENDENT INQUIRY INTO COMPLAINTS OF UNLAWFUL DISCRIMINATION AND HARASSMENT, ACCORDING TO APPLICABLE UNIVERSITY POLICIES AND PROCEDURES, AND VIOLATIONS BY STUDENTS/EMPLOYEES WILL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING SUSPENSION, EXPULSION, OR TERMINATION, WHERE APPROPRIATE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	2	PROGRAM SERVICES	SEE PART V	$259,706
EAST ASIA AND THE PACIFIC	3	PROGRAM SERVICES	SEE PART V	$688,645
EUROPE (INCLUDING ICELAND & GREENLAND)	4	PROGRAM SERVICES	SEE PART V	$1,183,943
MIDDLE EAST AND NORTH AFRICA	2	PROGRAM SERVICES	SEE PART V	$370,328
RUSSIA AND NEIGHBORING STATES	0	PROGRAM SERVICES	SEE PART V	$175,820
SOUTH AMERICA	2	PROGRAM SERVICES	SEE PART V	$112,291
SOUTH ASIA	0	PROGRAM SERVICES	SEE PART V	$29,597
SUB-SAHARAN AFRICA	1	PROGRAM SERVICES	SEE PART V	$344,421
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS		$87,226,832
EUROPE (INCLUDING ICELAND & GREENLAND)	0	INVESTMENTS		$11,450,522
SUB-SAHARAN AFRICA	0	GRANTMAKING		$27,978
EUROPE (INCLUDING ICELAND & GREENLAND)	0	GRANTMAKING		$693,319
MIDDLE EAST AND NORTH AFRICA	0	GRANTMAKING		$43,523
SOUTH AMERICA	0	GRANTMAKING		$221,880
NORTH AMERICA - CANADA AND MEXICO	0	GRANTMAKING		$238,711
EAST ASIA AND THE PACIFIC	0	GRANTMAKING		$150,409

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	14	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	14	TotalEmployeeCnt
Subtotal Spent	$3,164,751	SubtotalSpentAmt
Continuation Spent	$100,053,174	ContinuationSpentAmt
Total Spent	$103,217,925	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
SOUTH AMERICA	RESEARCH	$99,536	$0
NORTH AMERICA - CANADA AND MEXICO	RESEARCH	$127,067	$0
MIDDLE EAST AND NORTH AFRICA	RESEARCH	$43,523	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$58,220	$0
SOUTH AMERICA	RESEARCH	$122,344	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$115,277	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$515,322	$0
NORTH AMERICA	RESEARCH	$111,643	$0
EAST ASIA AND THE PACIFIC	RESEARCH	$150,409	$0

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
PROJECT SUPPORT	SUB-SAHARAN AFRICA	3	$27,978	CHECK
PROJECT SUPPORT	EUROPE (INCLUDING ICELAND & GREENLAND)	180			$4,500	180 ROBOTIC KITS	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS: THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH THE OFFICE OF SPONSORED PROGRAMS (OSP), THE OFFICE OF RESEARCH INTEGRITY AND COMPLIANCE (ORIC), AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND NON-FINANCIAL POST-AWARD ACTIVITIES. ORIC IS RESPONSIBLE FOR COMPLIANCE, SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, ANIMAL RESEARCH GUIDELINES AND EXPORT RESTRICTIONS. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS, REVENUE AND RECEIVABLES, AND PREPARATION AND SUBMISSION OF FINANCIAL REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS : THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. A CSS PROFILE IS ALSO REQUIRED FOR INCOMING STUDENTS. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.
PART I, LINE 3:	FOREIGN EXPENDITURES ARE SEPARATELY IDENTIFIED IN THE INSTITUTE'S BOOKS AND RECORDS.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BENTZ WHALEY FLESSNER ASSOC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7251 OHMS LANE	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55439	ZIPCd

Field	Value	IRS element (for citing)
Activity	CAMPAIGN	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$224,389	RetainedByContractorAmt
Net To Organization	-$224,389	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$224,389	TotalRetainedByContractorsAmt
Total Net To Organization	-$224,389	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (62 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
ACCOUSTIC MEDSYSTEMS INC
208 BURWASH AVE	SAVOY	IL	61874	371365835	$5,890	$0	RESEARCH
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
3 PARK AVE	NEW YORK	NY	10016	131623892	$17,013	$0	RESEARCH
APPLIED MATERIALS INC
9700 US HWY 290 EAST	AUSTIN	TX	78724	941655526	$85,682	$0	RESEARCH
ASCEND ELEMENTS
133 FLANDERS ROAD	WESTBOROUGH	MA	01581	822222893	$157,212	$0	RESEARCH
ASL ED CENTER
133 CALAMINT HILL ROAD N	PRINCETON	MA	01541	854329043	$292,798	$0	RESEARCH
ASSISTMENTS FOUNDATION INC
482 SOUTHBRIDGE STREET 398	AUBURN	MA	01501	834228740	$1,342,250	$0	RESEARCH	501(C)(3)
BELLEVUE COLLEGE
3000 LANDERHOLM CIRCLE SE	BELLEVUE	WA	98007	910819265	$22,834	$0	RESEARCH	501(C)(3)
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE	BOSTON	MA	02215	042103881	$24,746	$0	RESEARCH	501(C)(3)
BOSTON UNIVERSITY
25 BUICK STREET SUITE 200	BOSTON	MA	02215	050258809	$8,846	$0	RESEARCH	501(C)(3)
BRANDEIS UNIVERSITY
415 SOUTH ST MS-116	WALTHAM	MA	02453	042103552	$5,677	$0	RESEARCH	501(C)(3)
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02155	042312909	$7,350	$0	RESEARCH	501(C)(3)
CITY OF WORCESTER
340 MAIN STREET SUITE 400	WORCESTER	MA	01608	046001418	$776,306	$0	PUBLIC LIBRARY SUPPORT	115
CURATORS OF THE UNIVERSITY OF MISSOURI
300 W 12TH ST 22 CENTENNIAL HALL	ROLLA	MO	65409	436003859	$57,452	$0	RESEARCH	501(C)(3)
DREXEL UNIVERSITY
3201 ARCH STREET SUITE 420	PHILADELPHIA	PA	19104	231352630	$113,459	$0	RESEARCH	501(C)(3)
FARASIS ENERGY USA INC
21363 CABOT BLVD	HAYWARD	CA	94545	833748440	$97,461	$0	RESEARCH
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROAD PO BOX 3091	BOCA RATON	FL	33431	650385507	$187,235	$0	RESEARCH	115
GAS TECHNOLOGY INSTITUTE
1700 SOUTH MOUNT PROSCPECT ROAD	DES PLAINES	IL	60018	362170137	$361,364	$0	RESEARCH	501(C)(3)
GDB INTERNATIONAL
ONE HOME NEWS ROW	NEW BRUNSWICK	NJ	08901	223435423	$302,045	$0	RESEARCH
GENERAL ELECTRIC COMPANY
5 NECCO ST	BOSTON	MA	02210	140689340	$67,419	$0	RESEARCH
JOHN HOPKINS UNIVERSITY
733 N BROADWAY	BALTIMORE	MD	21205	520595110	$10,033	$0	RESEARCH	501(C)(3)
LESLEY UNIVERSITY
29 EVERETT ST	CAMBRIDGE	MA	02138	042103589	$208,114	$0	RESEARCH	501(C)(3)
MAINSTREAM ENGINEERING CORPORATION
200 YELLOW PLACE	ROCKLEDGE	FL	32955	592744408	$38,977	$0	RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	042103594	$187,006	$0	RESEARCH	501(C)(3)
MCPHS UNIVERSITY
179 LONGWOOD AVE	BOSTON	MA	02115	042104700	$11,100	$0	RESEARCH	501(C)(3)
MICHIGAN TECHNOLOGICAL UNIVERSITY
1400 TOWNSEND DRIVE	HOUGHTON	MI	49931	386005955	$93,070	$0	RESEARCH	115
MICROVAST INC
12603 SOUTHWEST FWY STE 210	STAFFORD	TX	77477	205704672	$28,274	$0	RESEARCH
NC A&T STATE UNIVERSITY
1601 EAST MARKET ST	GREENSBORO	NC	27411	566000007	$31,310	$0	RESEARCH	115
NEW MEXICO CONSORTIUM INC
4200 WEST JEMEZ RD SUITE 301	LOS ALAMOS	NM	87544	260370262	$6,526	$0	RESEARCH	501(C)(3)
NEW YORK UNIVERSITY
105 EAST 17TH ST 2ND FLOOR	NEW YORK	NY	10003	135562308	$64,057	$0	RESEARCH	501(C)(3)
PURDUE UNIVERSITY
2200 169TH STREET	HAMMOND	IN	46323	356002041	$151,585	$0	RESEARCH	501(C)(3)
QUINSIGAMOND COMMUNITY COLLEGE
670 WEST BOYLSTON STREET	WORCESTER	MA	01606	042492727	$23,213	$0	RESEARCH	115
RECTOR AND VISITORS UNIV OF VIRGINIA
210 SPRIGG LN	CHARLOTTESVILLE	VA	22903	546001796	$129,658	$0	RESEARCH	501(C)(3)
REGENTS OF UNIV OF CALIF AT IRVINE
228 ALDRICH HALL	IRVINE	CA	926971050	952226406	$432,054	$0	RESEARCH	501(C)(3)
RICE UNIVERSITY
PO BOX 1892 MS 16	HOUSTON	TX	77251	741109620	$32,923	$0	RESEARCH	501(C)(3)
SAN JOSE STATE UNIV RESEARCH FOUNDATION
210 N FOURTH ST 4TH FLOOR	SAN JOSE	CA	95112	946017638	$18,131	$0	RESEARCH	501(C)(3)
SOLVUS GLOBAL LLC
104 PRESCOTT ST	WORCESTER	MA	01605	842524070	$16,368	$0	RESEARCH
SYRACUSE UNIVERSITY
640 SKYTOP ROAD	SYRACUSE	NY	13244	150532081	$56,960	$0	RESEARCH	501(C)(3)
TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DRIVE	TALLAHASSEE	FL	32312	590952956	$14,887	$0	RESEARCH
TEMPLE UNIVERSITY
1947 N 12TH ST ROOM 815	PHILADELPHIA	PA	19122	231365971	$6,258	$0	RESEARCH	501(C)(3)
TEXAS A&M ENGINEERING EXPERIMENT STATION
MEOB 217 100 MECH ENG OFFICE	COLLEGE STATION	TX	77843	741974733	$85,071	$0	RESEARCH	501(C)(3)
TEXAS A&M UNIVERSITY
600 TAMU	COLLEGE STATION	TX	77843	746000531	$11,489	$0	RESEARCH	501(C)(3)
THE OHIO STATE UNIVERSITY
901 WOODY HAYES DR	COLUMBUS	OH	43210	316025986	$106,226	$0	RESEARCH	501(C)(3)
THE PENNSYLVANIA STATE UNIVERSITY
408 OLD MAIN	UNIVERSITY PARK	PA	16802	246000376	$20,590	$0	RESEARCH	115
TRUSTEES UNIVERSITY OF PENNSYLVANIA
3819 CHESTNUT ST SUITE 300	PHILADELPHIA	PA	19104	231352685	$5,901	$0	RESEARCH	501(C)(3)
UNIV OF MASSACHUSETTS MEDICAL SCHOOL
55 N LAKE AVE	WORCESTER	MA	01655	043167352	$55,874	$0	RESEARCH	115
UNIV OF GEORGIA RESEARCH FOUNDATION INC
310 E CAMPUS ROAD	ATHENS	GA	30602	581353149	$9,492	$0	RESEARCH	501(C)(3)
UNIVERISTY OF INDIANA
107 S INDIANA AVE	BLOOMINGTON	IN	47405	356001673	$15,887	$0	RESEARCH	115
UNIVERSITY OF CALIFORNIA RIVERSIDE
1084 COLUMBIA AVENUE	RIVERSIDE	CA	92324	956006142	$73,951	$0	RESEARCH	115
UNIVERSITY OF CALIFORNIA SAN FRANSISCO
1855 FOLSUM ST SUITE 425	SAN FRANSISCO	CA	94143	946036493	$21,435	$0	RESEARCH	501(C)(3)
UNIVERSITY OF FLORIDA
207 GRINTER HALL	GAINESVILLE	FL	32611	596002052	$129,149	$0	RESEARCH	115
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET	URBANA	IL	61801	037600051	$247,594	$0	RESEARCH	115
UNIVERSITY OF MAINE
312 SHIBLES HALL	ORONO	ME	04469	016000769	$75,349	$0	RESEARCH	115
UNIVERSITY OF MARYLAND
7809 REGENTS DRIVE 3112 LEE BLDG	COLLEGE PARK	MD	20742	526002033	$44,762	$0	RESEARCH	115
UNIVERSITY OF MASSACHUSETTS AMHERST
100 VENTURE WAY	HADLEY	MA	01035	043167352	$194,981	$0	RESEARCH	115
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT RD	DARTMOUTH	MA	02747	043167352	$62,925	$0	RESEARCH	115
UNIVERSITY OF MASSACHUSETTS LOWELL
220 PAWTUCKET STREET	LOWELL	MA	01854	043167352	$509,970	$0	RESEARCH	115
UNIVERSITY OF MINNESOTA
200 OAK STREET SE	MINNEAPOLIS	MN	55455	416007513	$24,248	$0	RESEARCH	115
WASHINGTON UNIVERSITY
700 ROSEDALE AVE CB 1034	ST LOUIS	MO	63112	430653611	$58,185	$0	RESEARCH	501(C)(3)
WEST VIRGINIA UNIVERSITY RESEARCH CORP
ONE WATERFRONT PLACE PO BX 6005	MORGANTOWN	WV	26506	556000842	$137,824	$0	RESEARCH	501(C)(3)
WESTAT INC
20 UNIVERSITY ROAD	CAMBRIDGE	MA	02138	840529566	$83,699	$0	RESEARCH	501(C)(3)
WESTED
400 SEAPORT COURT SUITE 222	REDWOOD CITY	CA	94063	943233542	$392,232	$0	RESEARCH	501(C)(3)
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD	WOODS HOLE	MA	02543	042105850	$30,694	$0	RESEARCH	501(C)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	50	Total501c3OrgCnt
Total Other Org	12	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	5146	RecipientCnt
Cash Grant	$128,641,150	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS: THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH THE OFFICE OF SPONSORED PROGRAMS (OSP), THE OFFICE OF RESEARCH INTEGRITY AND COMPLIANCE (ORIC), AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND NON-FINANCIAL POST-AWARD ACTIVITIES. ORIC IS RESPONSIBLE FOR COMPLIANCE, SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, ANIMAL RESEARCH GUIDELINES AND EXPORT RESTRICTIONS. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS, REVENUE AND RECEIVABLES, AND PREPARATION AND SUBMISSION OF FINANCIAL REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS: THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. A CSS PROFILE IS ALSO REQUIRED FOR INCOMING STUDENTS. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURIE LESHIN
FORMER PRESIDENT	$349,372	$0	$450,000	$0	$347,170	$0	$28,975	$0	$33,663	$0	$1,209,180	$0	$163,163	$0
WINSTON SOBOYEJO
INT. PRES(THRU 04/2023)/PROVOST	$515,453	$0	$130,196	$0	$81,290	$0	$63,933	$0	$27,668	$0	$818,540	$0	$58,870	$0
DAVID BUNIS
SECRETARY & GENERAL COUNSEL	$427,126	$0	$142,026	$0	$1,980	$0	$28,975	$0	$1,124	$0	$601,231	$0	$66,490	$0
MICHAEL HORAN
TREASURER, EXECUTIVE VP & CFO	$418,350	$0	$51,000	$0	$6,829	$0	$28,975	$0	$23,493	$0	$528,647	$0	$0	$0
LAUREN TURNER
SVP TALENT & INCLUSION, CDO	$370,277	$0	$53,000	$0	$1,815	$0	$27,467	$0	$28,395	$0	$480,954	$0	$0	$0
AMY MORTON
VP & CHIEF OF STAFF (THRU 07/2022)	$159,505	$0	$61,348	$0	$211,490	$0	$19,042	$0	$13,487	$0	$464,872	$0	$29,000	$0
JEAN KING
DEAN OF ARTS & SCIENCES	$353,795	$0	$35,987	$0	$3,810	$0	$28,975	$0	$25,540	$0	$448,107	$0	$0	$0
PHILIP CLAY
VP STUDENT AFFAIRS	$307,677	$0	$87,471	$0	$1,980	$0	$28,975	$0	$11,094	$0	$437,197	$0	$29,375	$0
JOHN MCNEIL
DEAN OF ENGINEERING	$342,875	$0	$35,000	$0	$1,980	$0	$28,975	$0	$26,350	$0	$435,180	$0	$0	$0
DONNA STOCK
VP UNIVERSITY ADVANCEMENT	$341,780	$0	$33,000	$0	$1,980	$0	$28,975	$0	$14,521	$0	$420,256	$0	$0	$0
ARTHUR HEINRICHER
INT. PROVOST (THRU 04/2023)/DEAN UG	$291,084	$0	$22,678	$0	$3,810	$0	$28,009	$0	$10,923	$0	$356,504	$0	$0	$0
JEFFREY SOLOMON
FORMER TREAS, EXEC VP, CFO	$13,000	$0	$0	$0	$263,084	$0	$0	$0	$0	$0	$276,084	$0	$0	$0
BRUCE BURSTEN
CHEMISTRY PROFESSOR	$196,111	$0	$7,402	$0	$2,210	$0	$18,986	$0	$10,726	$0	$235,435	$0	$0	$0
KYLE SIEGEL
AVP, CHIEF OF STAFF & DEP. SECR.	$149,324	$0	$0	$0	$278	$0	$14,756	$0	$21,700	$0	$186,058	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. THE INTERIM PRESIDENT HAD ONE FIRST CLASS FLIGHT DURING CALENDAR YEAR 2022. THE UNIVERSITY PROVIDED HOUSING ON CAMPUS TO THE FORMER PRESIDENT THROUGH MAY 2022 AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS. BEGINNING JULY 2022, ONE OFFICER RESIDED IN UNIVERSITY HOUSING. THE OFFICER PAID RENT DIRECTLY TO THE UNIVERSITY.
PART I, LINES 4A-B	LINE 4A - IN CONNECTION WITH THE SEPARATION OF TWO LISTED INDIVIDUALS FROM THE INSTITUTE, SEPARATION AGREEMENTS WERE EXECUTED, WHICH INCLUDED THE PAYOUT OF CERTAIN LUMP SUM PAYMENTS, AND CONTINUATION OF SALARY. THE PORTION OF THESE PAYMENTS TAXABLE IN CALENDAR YEAR 2022 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III). LINE 4B - THE INSTITUTE HAS A LONG TERM INCENTIVE PLAN (LTIP) TO PROVIDE DEFERRED BONUSES TO CERTAIN LISTED INDIVIDUALS. AMOUNTS PAID UNDER THE LTIP IN 2022 ARE INCLUDED ON SCHEDULE J, COLUMN (B)(II). ADDITIONAL DETAILS REGARDING THE PLAN ARE INCLUDED IN RESPONSE SCHEDULE J, PART I, LINE 7. NO AMOUNTS WERE CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2022. ONE OFFICER IS SUBJECT TO A DEFERRED BONUS ARRANGEMENT. AMOUNTS ACCRUED UNDER THE ARRANGEMENT ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C.
PART I, LINE 7	THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE EXECUTIVE INCENTIVE COMPENSATION PLAN. EXECUTIVES ARE ELIGIBLE FOR PERFORMANCE-BASED PAY. THE PAYMENT OF A PERFORMANCE BONUS IS DEPENDENT UPON ACHIEVEMENT OF DEFINED GOALS AND OBJECTIVES, APPROVED BY THE PRESIDENT AND COMPENSATION COMMITTEE. THE PRESIDENT MAY RECEIVE A PERFORMANCE-BASED INCENTIVE SUBJECT TO THE TERMS AND PROVISIONS LISTED IN THE CONTRACT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57583RTX3	2008-04-09	$48,995,000	REFUNDING OF SERIES 2003&2005	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	000000000	2014-08-28	$4,622,000	RENOVATIONS OF EXISTING FACILITIES	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814	57584XPK1	2016-06-21	$49,030,491	REFUNDING OF SERIES 2007 BONDS	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
D	043431814	57584X2E0	2017-10-03	$16,911,534	REFUNDING OF SERIES 2007 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$17,650,000	$48,995,000	$325,962	$19,038	$48,650,000	2008	Yes (1)	0	Yes (1)	Yes (1)
B	$1,532,000	$4,622,000	$61,330			2016	0	0	Yes (1)	Yes (1)	$4,560,670
C	$4,250,000	$49,030,491	$471,314		$48,559,177	2016	0	Yes (1)	Yes (1)	Yes (1)
D	$2,040,000	$16,911,534	$288,239		$16,623,295	2017	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.04190	0.04190	Yes (1)
B	0	0		0				Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	0		0.00330	0.00330	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE & BARCLAYS
A	0	0	0	Yes (1)	Yes (1)	Yes (1)	19.000000000000	0	0	0	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
C	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
D	0	0	0	Yes (1)	0	0				0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F:	BOND ISSUE A (SERIES 2008A) WAS USED TO REFUND SERIES 2003 AND 2005 WHICH WERE ISSUED JULY 20, 2003 AND AUGUST 3, 2005, RESPECTIVELY. BOND ISSUE C (SERIES 2016) WAS USED TO REFUND SERIES 2007 WHICH WAS ISSUED JUNE 28, 2007. BOND ISSUE D (SERIES 2017A) WAS USED TO REFUND A PORTION OF SERIES 2007, WHICH WAS ISSUED IN JUNE 28, 2007, THAT WAS ALLOCATED TO REFUND SERIES 1997-I, WHICH WAS ISSUED ON MARCH 20, 1997. BOND ISSUE A (SERIES 2017B) WAS USED TO REFUND SERIES 2010 WHICH WAS ISSUED JANUARY 27, 2010. BOND ISSUE B (SERIES 2019) WAS USED TO FUND VARIOUS CAPITAL PROJECTS. BOND ISSUE C (SERIES 2022) WAS USED TO REFUND SERIES 2012 WHICH WAS ISSUED OCTOBER 30, 2012.
SCHEDULE K, PART III, LINE 3:	FOR BOND ISSUE A (SERIES 2017B), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $1,345,180. FOR BOND ISSUE B (SERIES 2019), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $982,697.
SCHEDULE K, PART III, COLUMN D:	THE SERIES 2017A ISSUE REFUND A PORTION OF SERIES 2007 ISSUE ALLOCATED TO REFUNDING THE 1997 ISSUE, ORIGINALLY ISSUED ON MARCH 20, 1997. SINCE THIS IS THE ONLY PURPOSE OF SERIES 2017A, THIS ISSUE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K.
SCHEDULE K, PART III, LINE 6, COLUMN A:	THE UNIVERSITY ACTIVELY MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH OF THEIR ISSUES, WHILE THE 2008A'S PERCENTAGE IS INCREASED THIS YEAR, THE OVER THE LIFE PERCENTAGE FOR THE ISSUE WILL STILL BE UNDER THE 5% LIMITATION FOR THE ISSUE.
SCHEDULE K, PART IV, LINE 2C:	FOR BOND A (SERIES 2008A) A REBATE CALCULATION WAS PERFORMED ON 8/31/2018, FOR BOND B (SERIES 2014), A REBATE CALCULATION WAS PERFORMED ON 10/7/2016, FOR BOND C (SERIES 2016) A REBATE CALCULATION WAS PERFORMED ON 6/8/2021, FOR BOND D (SERIES 2017A), A REBATE CALCULATIONS WAS PERFORMED ON 6/1/2022 AND FOR BOND A (SERIES 2017B) A REBATE CALCULATIONS WAS PERFORMED ON 6/1/2022.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57584YAP4	2017-12-28	$61,875,371	REFUNDING OF SERIES 2010	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	57584YVR7	2019-09-26	$135,463,087	VARIOUS CAPITAL PROJECTS	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814	000000000	2022-06-09	$42,540,000	REFUNDING OF SERIES 2012	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt
A	$4,745,000	$61,875,371	$546,236	$61,329,135	2017	0	Yes (1)	Yes (1)	Yes (1)
B	$95,000	$136,445,784	$912,875		2022	0	0	0	Yes (1)	$12,401,694	$123,131,215
C	$983,000	$42,540,000		$42,540,000	2022	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	0	0	0.00230	0.00230	Yes (1)
B	0	0	0.00030	0.00030	Yes (1)
C	Yes (1)	Yes (1)	0.00970	0.00970	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	0	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	43	ContributionCnt
Noncash Contributions Rpt F990	$1,272,205	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$31,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	SUPPLIES/EQUIP	Desc
Contribution	22	ContributionCnt
Noncash Contributions Rpt F990	$485,921	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	5	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTIONS IS DISCLOSED IN COLUMN B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 20:	THE UNIVERSITY IS FILING FORM 990 BASED ON ITS CONSOLIDATED FINANCIAL STATEMENT NUMBERS. THE UNIVERSITY FEELS THIS IS MORE TRANSPARENT TO THE PUBLIC AND GIVES MORE ACCURATE INFORMATION ON ITS OPERATIONS AS OPPOSED TO CARVING OUT ITS SUBSIDIARIES LISTED BELOW. BOTH ORGANIZATIONS ALSO FILE FORM 990 SEPARATELY. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, WASHBURN PARK INC HAD NET ASSETS OF -$5,655,690; REVENUE OF $521,755; AND EXPENSES OF $2,037,096. ADDITIONALLY, ASSISTMENTS FOUNDATION HAD NET ASSETS OF $723,416; REVENUE OF $3,337,284; AND EXPENSES OF $4,174,888. ON JUNE 28, 2023 WASHBURN PARK TRANSFERRED THE LAND, OFFICE BUILDING AND GARAGE FACILITY TO ITS PARENT ORGANIZATION, WORCESTER POLYTECHNIC INSTITUTE.
FORM 990, PART V, LINE 1A:	THE 7,594 REPORTED ON THIS LINE INCLUDES THE FOLLOWING: 1098-T'S: 6,721 1099 NEC: 435 1099 MISC: 433 1099-K'S: 5
FORM 990, PART VI, SECTION A, LINE 2	BOARD MEMBERS GEORGE OLIVER, MARK RUSSELL AND DOROTHEA WONG HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS. THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM 990, WITH THE EXCEPTION OF THE NAME AND ADDRESS OF THE DONORS LISTED ON SCHEDULE B, TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY LEADERS (INCLUDING "KEY EMPLOYEES," AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT: (A) THEY HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE UNIVERSITY CONFLICT OF INTEREST POLICY; (C) THEY UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED; AND (D) THE INFORMATION PROVIDED IN THE DISCLOSURE STATEMENT IS TRUE AND CORRECT TO THE BEST OF THEIR KNOWLEDGE. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST, OR POTENTIAL CONFLICTS OF INTEREST, BASED ON THE QUESTIONS CONTAINED IN THE DISCLOSURE STATEMENT. AS MORE FULLY DESCRIBED IN THE CONFLICT OF INTEREST POLICY, THERE IS A WELL-DEFINED PROCESS FOR THE COLLECTION AND REVIEW OF RESPONSES TO THE ANNUAL DISCLOSURE STATEMENT BY THE OFFICE OF GENERAL COUNSEL AND THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES. IF, BASED ON THE DISCLOSURES, ANY CONFLICT MANAGEMENT PLANS ARE WARRANTED, THEY ARE DRAFTED BY THE OFFICE OF GENERAL COUNSEL, REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES, AND SIGNED BY THE DISCLOSER.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE LEADERSHIP DEVELOPMENT & EXECUTIVE COMPENSATION COMMITTEE (LDEC). IN REVIEWING COMPENSATION, THE LDEC UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE LDEC CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY. WORKING WITH AN INDEPENDENT COMPENSATION CONSULTANT AND LDEC, WPI CONDUCTED A COMPREHENSIVE REVIEW OF EXECUTIVE COMPENSATION, INCLUDING THE DEVELOPMENT OF A NEW COHORT OF PEER INSTITUTIONS IN FALL OF 2021. RECOMMENDATIONS FROM THIS REVIEW WERE APPROVED BY LDEC IN FEBRUARY 2022. SUBSEQUENT REVIEWS THROUGHOUT 2022 AND 2023 OF EXECUTIVE COMPENSATION HAVE OCCURRED AS THERE WERE CHANGES IN LEADERSHIP APPOINTMENTS, INCLUDING INTERIM APPOINTMENTS OF PRESIDENT AND PROVOST, APPOINTMENT OF NEW PRESIDENT, ESTABLISHMENT OF NEW POSITION OF SVP FOR ENROLLMENT AND STUDENT AFFAIRS, AND INITIATION OF SEARCH FOR NEW PROVOST.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU).
FORM 990, PART XI, LINE 9:	NET UNREALIZED LOSS ON BENEFICIAL INTEREST IN TRUSTS -275,459. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -236,065. NET UNREALIZED GAIN ON SWAPS 896,857.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	GATEWAY PARK LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
EIN	043494779	EIN
Primary Activities	REAL EST. DEV	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$724,649	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WPI	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
WASHBURN PARK INC
100 INSTITUTE ROAD	WORCESTER	MA	01609	271189816	INFRASTRUCTURE	MA	501(C)(3)	LINE 10	WPI	Yes (1)
ASSISTMENTS FOUNDATION
482 SOUTHBRIDGE ST 398	AUBURN	MA	01501	834228740	EDUCATION	MA	501(C)(3)	LINE 12A, I	WPI	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (20)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHAR TRUSTS	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WASHBURN PARK INC
D	$5,655,690	COST
WASHBURN PARK INC
A	$184,600	FMV
WASHBURN PARK INC
S	$30,390,894	FMV
ASSISTMENTS FOUNDATION
B	$1,342,250	CASH