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TRUSTEES OF BOSTON UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF BOSTON UNIVERSITY (EIN 04-2103547)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202511349349311621
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T16:52:15-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREET TWO FINANCIALAddressLine1Txt
Address Line2CENTERAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF BOSTON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone6173532290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVE 4TH FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022151303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICOLE TIRELLAPersonNm
Person TitleSVP, CFO,& TREASURERPersonTitleTxt
Phone6173532290PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHYAMALEE JOSEPHPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMELISSA L GILLIAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SILBER WAYAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,509,489,125GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.BU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee28825TotalEmployeeCnt
Total Volunteers47TotalVolunteersCnt
Total Gross UBI$31,413,875TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$838,648,817PYContributionsGrantsAmt
CY Contributions Grants$709,188,163CYContributionsGrantsAmt
PY Program Service Revenue$2,315,011,757PYProgramServiceRevenueAmt
CY Program Service Revenue$2,399,893,218CYProgramServiceRevenueAmt
PY Investment Income$125,603,011PYInvestmentIncomeAmt
CY Investment Income$117,067,805CYInvestmentIncomeAmt
PY Other Revenue$31,645,471PYOtherRevenueAmt
CY Other Revenue$31,414,164CYOtherRevenueAmt
PY Total Revenue$3,310,909,056PYTotalRevenueAmt
CY Total Revenue$3,257,563,350CYTotalRevenueAmt
PY Grants And Similar Paid$821,349,638PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$858,377,304CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,422,252,179PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,525,335,232CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$563,534PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$528,998CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,652,143CYTotalFundraisingExpenseAmt
PY Other Expenses$762,275,546PYOtherExpensesAmt
CY Other Expenses$811,718,277CYOtherExpensesAmt
PY Total Expenses$3,006,440,897PYTotalExpensesAmt
CY Total Expenses$3,195,959,811CYTotalExpensesAmt
PY Revenues Less Expenses$304,468,159PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$61,603,539CYRevenuesLessExpensesAmt
Total Assets BOY$8,318,947,751TotalAssetsBOYAmt
Total Assets EOY$8,486,418,500TotalAssetsEOYAmt
Total Liabilities BOY$2,667,349,409TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,530,552,719TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,651,598,342NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,955,865,781NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,904,609,773ExpenseAmt
Grant$740,226,364GrantAmt
Revenue$2,004,630,977RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$422,099,297ExpenseAmt
Grant$118,150,940GrantAmt
Revenue$21,206,753RevenueAmt
DescRESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$361,933,332ExpenseAmt
Grant$0GrantAmt
Revenue$374,055,488RevenueAmt
DescAUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF AND ALUMNI.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$214,909,646ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescOTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$214,909,646TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,903,552,048TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document40346IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee28825EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN DONALDSONPersonNm
Phone6173532290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVENUE 4TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022151303ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT A BROWN
PRESIDENT (UNTIL 7/31/23)55.001.00Yes (X)Yes (X)$3,081,898$0$210,394
KENNETH W FREEMAN
INTERIM PRES (8/1/23 - 6/30/24)55.001.00Yes (X)Yes (X)$971,647$0$59,621
KEVIN E SMITH
TRUSTEE (AS OF 6/1/24) & PROFESSOR55.000.00Yes (X)$224,070$0$36,562
KIMBERLY AS HOWARD
TRUSTEE (UNTIL 5/31/24) & PROFESSOR55.000.00Yes (X)$159,931$0$19,000
MAUREEN ALPHONSE-CHARLES
TRUSTEE3.000.00Yes (X)$0$0$0
CASSANDRA M CLAY
TRUSTEE3.000.00Yes (X)$0$0$0
CYNTHIA R COHEN
TRUSTEE3.000.00Yes (X)$0$0$0
SHAMIM A DAHOD
TRUSTEE3.000.00Yes (X)$0$0$0
NATHANIEL DALTON
TRUSTEE3.000.00Yes (X)$0$0$0
AHMASS L FAKAHANY
TRUSTEE3.000.00Yes (X)$0$0$0
MAURICE R FERRE
TRUSTEE3.000.00Yes (X)$0$0$0
SANDRA A FRAZIER
TRUSTEE3.000.00Yes (X)$0$0$0
MICHAEL D FRICKLAS
TRUSTEE3.000.00Yes (X)$0$0$0
RYAN K ROTH GALLO
TRUSTEE3.000.00Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE3.000.00Yes (X)$0$0$0
ANTONIO G GOMES
TRUSTEE (AS OF 12/7/23)3.000.00Yes (X)$0$0$0
CAROLYN HESSLER-RADELET
TRUSTEE3.000.00Yes (X)$0$0$0
RAJEN A KILACHAND
TRUSTEE3.000.00Yes (X)$0$0$0
RANCH C KIMBALL
TRUSTEE3.000.00Yes (X)$0$0$0
ANTOINETTE R LEATHERBERRY
TRUSTEE3.000.00Yes (X)$0$0$0
KENNETH LIN
TRUSTEE3.000.00Yes (X)$0$0$0
JOSEPH LOSCALZO
TRUSTEE3.000.00Yes (X)$0$0$0
KEVIN MERIDA
TRUSTEE3.000.00Yes (X)$0$0$0
RUTH A MOORMAN
TRUSTEE3.000.00Yes (X)$0$0$0
ALICIA C MULLEN
TRUSTEE3.000.00Yes (X)$0$0$0
REBECCA NORLANDER
TRUSTEE3.000.00Yes (X)$0$0$0
JONATHAN PRIESTER
TRUSTEE3.000.00Yes (X)$0$0$0
RICHARD D REIDY
TRUSTEE (UNTIL 9/14/23)3.000.00Yes (X)$0$0$0
SHARON G RYAN
TRUSTEE (UNTIL 9/14/23)3.000.00Yes (X)$0$0$0
SD SHIBULAL
TRUSTEE3.000.00Yes (X)$0$0$0
HUGO X SHONG
TRUSTEE3.000.00Yes (X)$0$0$0
KENNETH Z SLATER
TRUSTEE3.000.00Yes (X)$0$0$0
MALEK SUKKAR
TRUSTEE3.000.00Yes (X)$0$0$0
NINA C TASSLER
TRUSTEE (UNTIL 9/14/23)3.000.00Yes (X)$0$0$0
ELIZABETH C THORS
TRUSTEE3.000.00Yes (X)$0$0$0
PETER L WEXLER
TRUSTEE3.000.00Yes (X)$0$0$0
STEPHEN M ZIDE
TRUSTEE3.000.00Yes (X)$0$0$0
GARY W NICKSA
SR VP, CFO, TREAS (UNTIL 12/31/23)55.001.00Yes (X)$735,715$0$68,750
ERIKA GEETTER
SR VP, GEN COUNSEL, SECRETARY55.000.00Yes (X)$746,329$0$41,161
NICOLE TIRELLA
SR VP, CFO, & TREAS (AS OF 1/1/24)55.001.00Yes (X)$282,582$0$54,722
JEAN MORRISON
UNIVERSITY PROVOST (UNTIL 6/30/23)55.000.00$1,670,350$0$146,919Yes (X)
KAREN H ANTMAN MD
MEDICAL CAMPUS PROVOST55.004.00$1,057,855$0$38,767Yes (X)
KENNETH R LUTCHEN
INTERIM UNI PROVOST (7/1/23-6/30/24)55.000.00$729,185$0$75,245Yes (X)
DEREK HOWE
SR VP OPS, ASSISTANT TREASURER55.001.00$562,659$0$61,027Yes (X)
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON55.000.00$1,796,153$0$68,061Yes (X)
DAVID COLEMAN
PROFESSOR & PHYSICIAN0.000.00$0$1,652,000$0Yes (X)
TONY TANNOURY
PROFESSOR & PHYSICIAN0.0055.00$0$1,416,607$124,629Yes (X)
CLARISSA C HUNNEWELL
CHIEF INVESTMENT OFFICER55.000.00$1,412,646$0$60,122Yes (X)
CHADI TANNOURY
PROFESSOR & PHYSICIAN0.0055.00$0$1,305,924$58,555Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,431,020TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,374,531TotReportableCompRltdOrgAmt
Total Other Compensation$1,123,535TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4419IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SUFFOLK CONSTRUCTION COMPANY INC
65 ALLERTON STREETBOSTONMA02119CONSTRUCTION$29,769,295
ARAMARK FOOD AND SUPPORT SERVICES INC
775 COMMONWEALTH AVENUEBOSTONMA02115FOOD & HOSPITALITY$24,432,028
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$23,484,456
SHAWMUT WOODWORKING & SUPPLY INC
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION$20,372,112
DELOITTE
4022 SELLS DRIVEHERMITAGETN37076CONSULTING$17,806,538
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K408CntrctRcvdGreaterThan100KCnt
Fundraising$726,103FundraisingAmt
Government Grants$448,716,865GovernmentGrantsAmt
All Other Contributions$259,745,195AllOtherContributionsAmt
Noncash Contributions$70,746,403NoncashContributionsAmt
Total Contributions$709,188,163TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$2,004,630,977$2,004,630,977
AUX SALES & SERVICES900099$374,055,488$374,055,488
NON-GOVERNMENT GRANTS900099$21,206,753$21,206,753
FieldValueIRS element (for citing)
Total Program Service Revenue$2,399,893,218TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,922,158TotalRevenueColumnAmt
Unrelated Business Revenue$3,689,943UnrelatedBusinessRevenueAmt
Exclusion$83,232,215ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,896,917TotalRevenueColumnAmt
Exclusion$2,896,917ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$15,662,632RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,618,912RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,043,720RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,043,720TotalRevenueColumnAmt
Exclusion$4,043,720ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,269,763,979SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,239,618,332SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$30,145,647SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,145,647TotalRevenueColumnAmt
Unrelated Business Revenue$3,330,829UnrelatedBusinessRevenueAmt
Exclusion$26,814,818ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$768,955FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$726,103ContriRptFundraisingEventAmt
Fundraising Direct Expenses$688,531FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,424TotalRevenueColumnAmt
Exclusion$80,424ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
REAL ESTATE AND RENTAL530000$16,056,641$16,056,641
OTHER SERVICES810000$4,430,294$4,430,294
ARTS, ENTERTAINMENT, A710000$1,619,625$1,619,625

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,286,543TotalRevenueColumnAmt
Unrelated Business Revenue$2,286,543UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,393,103OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,257,563,350TotalRevenueColumnAmt
Related Or Exempt Func Income$2,399,893,218RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$31,413,875UnrelatedBusinessRevenueAmt
Exclusion$117,068,094ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$92,067,463TotalAmt
Program Services$92,067,463ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$717,069,629TotalAmt
Program Services$717,069,629ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$49,240,212TotalAmt
Program Services$49,240,212ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,014,561TotalAmt
Program Services$10,032,384ProgramServicesAmt
Management And General$699,172ManagementAndGeneralAmt
Fundraising$283,005FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$715,040TotalAmt
Program Services$715,040ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,153,638,542TotalAmt
Program Services$1,022,249,348ProgramServicesAmt
Management And General$107,864,674ManagementAndGeneralAmt
Fundraising$23,524,520FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$97,925,835TotalAmt
Program Services$86,772,951ProgramServicesAmt
Management And General$9,156,021ManagementAndGeneralAmt
Fundraising$1,996,863FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$166,108,495TotalAmt
Program Services$147,190,211ProgramServicesAmt
Management And General$15,531,068ManagementAndGeneralAmt
Fundraising$3,387,216FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,932,759TotalAmt
Program Services$85,006,869ProgramServicesAmt
Management And General$8,969,669ManagementAndGeneralAmt
Fundraising$1,956,221FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,127,759TotalAmt
Management And General$4,127,759ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,142,390TotalAmt
Management And General$1,142,390ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$353,350TotalAmt
Program Services$353,350ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$528,998TotalAmt
Fundraising$528,998FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,350,037TotalAmt
Management And General$2,350,037ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$161,720,242TotalAmt
Program Services$122,032,019ProgramServicesAmt
Management And General$36,502,174ManagementAndGeneralAmt
Fundraising$3,186,049FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,321,049TotalAmt
Program Services$13,610,637ProgramServicesAmt
Management And General$1,578,709ManagementAndGeneralAmt
Fundraising$131,703FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$50,976,258TotalAmt
Program Services$38,241,858ProgramServicesAmt
Management And General$10,849,129ManagementAndGeneralAmt
Fundraising$1,885,271FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$61,807,122TotalAmt
Program Services$55,818,250ProgramServicesAmt
Management And General$5,726,123ManagementAndGeneralAmt
Fundraising$262,749FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,312,476TotalAmt
Program Services$1,312,476ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$234,510,594TotalAmt
Program Services$204,249,398ProgramServicesAmt
Management And General$30,249,636ManagementAndGeneralAmt
Fundraising$11,560FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,719,601TotalAmt
Program Services$37,302,668ProgramServicesAmt
Management And General$1,448,420ManagementAndGeneralAmt
Fundraising$2,968,513FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,151,748TotalAmt
Program Services$11,942,391ProgramServicesAmt
Management And General$742,957ManagementAndGeneralAmt
Fundraising$466,400FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$157,983,296TotalAmt
Program Services$149,613,003ProgramServicesAmt
Management And General$8,365,247ManagementAndGeneralAmt
Fundraising$5,046FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,018,866TotalAmt
Program Services$4,789,779ProgramServicesAmt
Management And General$5,229,087ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESEARCH & LAB SUPPLIES$35,455,096$35,455,096
BOOKS & PERIODICALS$10,319,967$10,319,967
DUES & MEMBERSHIPS$6,572,807$5,362,662$1,175,928$34,217
EDUCATIONAL SERVICES$8,183$8,183

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,867,436TotalAmt
Program Services$2,796,204ProgramServicesAmt
Management And General$47,420ManagementAndGeneralAmt
Fundraising$23,812FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,195,959,811TotalAmt
Program Services$2,903,552,048ProgramServicesAmt
Management And General$251,755,620ManagementAndGeneralAmt
Fundraising$40,652,143FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$226,808,108BOYAmt
EOY$219,732,441EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$268,375,810BOYAmt
EOY$154,330,448EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$239,495,786BOYAmt
EOY$240,385,921EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$1,700,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,795,181BOYAmt
EOY$10,090,165EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$46,682,777BOYAmt
EOY$49,816,480EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,491,274,962LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,439,486,072LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,051,602,411BOYAmt
EOY$3,051,788,890EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,826,783,000BOYAmt
EOY$1,891,701,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,541,525,384BOYAmt
EOY$2,773,223,578EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$107,079,294BOYAmt
EOY$93,649,577EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,318,947,751BOYAmt
EOY$8,486,418,500EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$265,751,166BOYAmt
EOY$224,872,178EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$299,240,853BOYAmt
EOY$274,394,052EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,071,600,000BOYAmt
EOY$1,052,380,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$663,939,741BOYAmt
EOY$668,146,247EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$366,817,649BOYAmt
EOY$310,760,242EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,667,349,409BOYAmt
EOY$2,530,552,719EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,487,876,835BOYAmt
EOY$3,651,384,781EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,163,721,507BOYAmt
EOY$2,304,481,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,651,598,342BOYAmt
EOY$5,955,865,781EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,318,947,751BOYAmt
EOY$8,486,418,500EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$61,603,539ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$222,719,407NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$19,944,493OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$572,381,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$671,730,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$752,663,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$838,648,817CurrentTaxYearMinus1YearAmt
Current Tax Year$709,188,163CurrentTaxYearAmt
Total$3,544,612,467TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$572,381,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$671,730,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$752,663,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$838,648,817CurrentTaxYearMinus1YearAmt
Current Tax Year$709,188,163CurrentTaxYearAmt
Total$3,544,612,467TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$68,691,882SubstantialContributorsTotAmt
Public Support Total170$3,475,920,585PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,817,833CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,974,798CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,037,723CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,094,116CurrentTaxYearMinus1YearAmt
Current Tax Year$101,791,764CurrentTaxYearAmt
Total$351,716,234TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,672,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,902,235CurrentTaxYearMinus1YearAmt
Current Tax Year$6,642,090CurrentTaxYearAmt
Total$15,216,495TotalAmt
FieldValueIRS element (for citing)
Total Support$3,911,545,196TotalSupportAmt
Gross Receipts Rltd Activities$10,698,684,905GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88860PublicSupportCY170Pct
Public Support PY1700.88450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$536,901DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$536,901TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II-B, LINE 1:THE UNIVERSITY HAS A FEDERAL RELATIONS OFFICE WHICH MONITORS LEGISLATION AND OTHER FEDERAL GOVERNMENTAL DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY, SOMETIMES WITH THE ASSISTANCE OF CONSULTANTS. THE OFFICE ALSO SERVES AS A LIAISON BETWEEN THE UNIVERSITY AND VARIOUS GOVERNMENT OFFICIALS. THE UNIVERSITY FILES QUARTERLY REPORTS WITH CONGRESS DETAILING THESE ACTIVITIES AND EXPENSES. THE UNIVERSITY ALSO HAS TWO STAFF MEMBERS WHO HAVE RESPONSIBILITY FOR MONITORING LEGISLATION AND GOVERNMENTAL DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY ON THE STATE LEVEL. THE UNIVERSITY FILES SEMIANNUAL REPORTS WITH THE COMMONWEALTH OF MASSACHUSETTS DETAILING THESE ACTIVITIES AND EXPENSES. IT IS POSSIBLE THAT OTHER INDIVIDUALS MAY HAVE SPENT AN INSUBSTANTIAL PORTION OF THEIR TIME ON LEGISLATIVE MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND MAY HAVE INCURRED INSUBSTANTIAL EXPENSES IN CONNECTION WITH THIS ACTIVITY. BOSTON UNIVERSITY PAYS DUES TO VARIOUS MEMBERSHIP ORGANIZATIONS IN AN EFFORT TO STAY CURRENT ON A WIDE VARIETY OF ACADEMIC, RESEARCH, GOVERNANCE, AND OTHER ISSUES. SOME OF THESE MEMBERSHIP ORGANIZATIONS CONDUCT LOBBYING ACTIVITIES, WHICH ARE REFLECTED IN THE UNIVERSITY'S LOBBYING REPORTS. A THIRD-PARTY CONSULTANT IS RETAINED BY BOSTON UNIVERSITY TO TRACK FEDERAL LEGISLATIVE AND AGENCY DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY.
SCHEDULE C, PART II-B, LINES 1D AND 1E:THE UNIVERSITY POSTS FACT SHEETS CONTAINING LOBBYING MATERIALS DIRECTED AT ITS CONSTITUENCIES AND POLICYMAKERS TO THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S FEDERAL RELATIONS OFFICE ALSO DELIVERS THESE FACT SHEETS TO RELEVANT POLICYMAKERS. THE COST OF CREATING, POSTING, AND DELIVERING THE FACT SHEETS IS INCLUDED IN THE TOTAL LOBBYING EXPENSES REPORTED ON PART II-B, LINE 1J.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,138,326,000BeginningYearBalanceAmt
Contributions$189,445,092ContributionsAmt
Investment Earnings Or Losses$312,282,854InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,380,051GrantsOrScholarshipsAmt
Other Expenditures$70,074,724OtherExpendituresAmt
Administrative Expenses$9,975,171AdministrativeExpensesAmt
End Year Balance$3,528,624,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,973,352,000BeginningYearBalanceAmt
Contributions$127,308,419ContributionsAmt
Investment Earnings Or Losses$138,932,059InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,639,048GrantsOrScholarshipsAmt
Other Expenditures$65,327,653OtherExpendituresAmt
Administrative Expenses$8,299,777AdministrativeExpensesAmt
End Year Balance$3,138,326,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,392,513,000BeginningYearBalanceAmt
Contributions$62,460,046ContributionsAmt
Investment Earnings Or Losses-$387,169,121InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,075,971GrantsOrScholarshipsAmt
Other Expenditures$59,489,634OtherExpendituresAmt
Administrative Expenses$9,886,320AdministrativeExpensesAmt
End Year Balance$2,973,352,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,421,115,000BeginningYearBalanceAmt
Contributions$80,427,257ContributionsAmt
Investment Earnings Or Losses$981,004,273InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,693,212GrantsOrScholarshipsAmt
Other Expenditures$56,172,716OtherExpendituresAmt
Administrative Expenses$10,167,602AdministrativeExpensesAmt
End Year Balance$3,392,513,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,292,537,000BeginningYearBalanceAmt
Contributions$42,034,734ContributionsAmt
Investment Earnings Or Losses$169,262,496InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,071,059GrantsOrScholarshipsAmt
Other Expenditures$53,098,001OtherExpendituresAmt
Administrative Expenses$7,550,170AdministrativeExpensesAmt
End Year Balance$2,421,115,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42200BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28990PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28810TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$11,996,440InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$224,302,342OtherCostOrOtherBasisAmt
Book Value$236,298,782BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$140,536,986InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,227,795,145OtherCostOrOtherBasisAmt
Depreciation$1,803,412,498DepreciationAmt
Book Value$2,564,919,633BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$27,588,258InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$68,083,375OtherCostOrOtherBasisAmt
Depreciation$66,207,615DepreciationAmt
Book Value$29,464,018BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,975,360InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$491,739,713OtherCostOrOtherBasisAmt
Depreciation$316,234,361DepreciationAmt
Book Value$178,480,712BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$296,257,343OtherCostOrOtherBasisAmt
Depreciation$253,631,598DepreciationAmt
Book Value$42,625,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,051,788,890TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVES-HEDGE$1,078,351,934F
ALTERNATIVES-NATURAL RESOURCES$51,886,331F
ALTERNATIVES-PRIVATE$1,128,009,117F
NON-MARKETABLE ALTERNATIVES$13,772,504F
ALTERNATIVES - REAL ESTATE$494,135,528F
RESIDUAL ASSET NOTE RECEIVABLE$7,068,164F
FieldValueIRS element (for citing)
Total Book Value Securities$2,773,223,578TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$6,277,558
FINANCE LEASE OBLIGATION$63,094,837
OPERATING LEASE OBLIGATION$98,876,922
FEDERAL LOAN ADVANCES$14,748,970
COND. ASSET RETIREMENT OBLIGATION$10,545,769
POST-RETIREMENT OBLIGATION$1,661,345
FV OF INT. RATE EXCHANGE AGREEMENT$115,554,841
FieldValueIRS element (for citing)
Total Liability$310,760,242TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE UNIVERSITY'S COLLECTIONS, ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED.
PART III, LINE 4:THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DISPOSITIONS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
PART V, LINE 4:THE ENDOWMENT FUND PROVIDES THE UNIVERSITY WITH THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, TO HIRE ADDITIONAL FACULTY, AND TO BUILD OR UPDATE FACILITIES. IT ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY DEPARTMENTS, PROGRAMS, AND SCHOLARSHIPS, AND HELPS STEM RISES IN TUITION BY SUPPORTING UNIVERSITY OPERATIONS THAT ARE OTHERWISE PAID FOR WITH STUDENT TUITION AND FEES. DISTRIBUTIONS FROM THE ENDOWMENT FUND ARE A CRITICAL SOURCE OF FUNDS, WITH OVER 50% DIRECTED TO SPECIFIC PROGRAMS, DEPARMENTS, OR PUPOSES AND TO BE SPENT IN ACCORDANCE WITH TERMS SET FORTH BY THE DONOR.
PART X, LINE 2:THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2024 THE UNIVERSITY'S FEDERAL NET OPERATING LOSS CARRYFORWARDS PRIOR TO JUNE 30, 2018 ARE $12,190,000, AND EXPIRE IN VARIOUS YEARS FROM 2025 TO 2037. THESE LOSSES MAY BE APPLIED TO OFFSET TAXABLE INCOME FOR ANY UNRELATED BUSINESS ACTIVITY EARNED IN FUTURE YEARS. IRC SECTION 512 (A)(6), ENACTED IN DECEMBER 2017 AS PART OF THE TAX CUT AND JOBS ACT, REQUIRES TAX EXEMPT ORGANIZATIONS WITH MULTIPLE SOURCES OF UNRELATED BUSINESS INCOME TO SEPARATELY COMPUTE ("SILO") NET UNRELATED BUSINESS INCOME AND LOSSES ON AN ACTIVITY BY ACTIVITY BASIS; FOR TAXABLE YEARS BEGINNING AFTER DECEMBER 31, 2017, EXPENSES FROM ONE UNRELATED BUSINESS ACTIVITY MAY NO LONGER BE USED TO OFFSET THE INCOME FROM ANOTHER. NET OPERATING LOSS CARRYFORWARDS BEGINNING JULY 1, 2018 THROUGH JUNE 30, 2024 ARE $33,884,000 AND MAY BE CARRIED FORWARD INDEFINITELY, BUT MAY ONLY BE USED TO OFFSET INCOME FROM THE ACTIVITY GENERATING THE LOSS. THE UNIVERSITY BELIEVES THAT UNRELATED BUSINESS ACTIVITIES WILL GENERATE FUTURE TAXABLE INCOME DURING THE PERIODS IN WHICH THESE OPERATING LOSS CARRYFORWARDS WILL BECOME DEDUCTIBLE AND HAS RECORDED DEFERRED TAX ASSETS TOTALING $2,347,000 AS OF JUNE 30, 2024 AND $2,647,000 AS OF JUNE 30, 2023. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, WWW.BU.EDU.
SCHEDULE E, PART I, LINE 6A:BOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS AND GRANTS INCLUDING THE FEDERAL PELL GRANT PROGRAM, THE FEDERAL WORK STUDY PROGRAM, AND THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT WHICH ARE ALL UNDER THE DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (52 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxtOfficesOfficesCnt
CENTRAL AMERICA AND THE CARIBBEANFUNDRAISING$6,094
EAST ASIA AND THE PACIFICFUNDRAISING$374,298
EUROPE (INCLUDING ICELAND AND GREENLAND)FUNDRAISING$316,983
MIDDLE EAST AND NORTH AFRICAFUNDRAISING$57,436
NORTH AMERICAFUNDRAISING$74,573
RUSSIA AND NEIGHBORING STATESFUNDRAISING$11
SOUTH AMERICAFUNDRAISING$9,641
SOUTH ASIAFUNDRAISING$13,020
SUB-SAHARAN AFRICAFUNDRAISING$2,334
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$549,641
EAST ASIA AND THE PACIFICGRANTMAKING$2,184,428
EUROPE (INCLUDING ICELAND AND GREENLAND)GRANTMAKING$19,648,630
MIDDLE EAST AND NORTH AFRICAGRANTMAKING$62,955
NORTH AMERICAGRANTMAKING$81,553
SOUTH AMERICAGRANTMAKING$196,538
SOUTH ASIAGRANTMAKING$1,500,864
SUB-SAHARAN AFRICAGRANTMAKING$1,858,870
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$729,579,201
EAST ASIA AND THE PACIFICINVESTMENTS$22,872,122
EUROPE (INCLUDING ICELAND AND GREENLAND)INVESTMENTS$29,663,179
MIDDLE EAST AND NORTH AFRICAINVESTMENTS$1,000
NORTH AMERICAINVESTMENTS$17,800,170
SUB-SAHARAN AFRICAINVESTMENTS$25,448,928
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICES$248,7472RESEARCH
EAST ASIA AND THE PACIFICPROGRAM SERVICES$729,6497RESEARCH
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICES$3,528,53136RESEARCH
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICES$153,6502RESEARCH
NORTH AMERICAPROGRAM SERVICES$587,3708RESEARCH
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICES$42,5662RESEARCH
SOUTH AMERICAPROGRAM SERVICES$309,0158RESEARCH
SOUTH ASIAPROGRAM SERVICES$149,0008RESEARCH1
SUB-SAHARAN AFRICAPROGRAM SERVICES$1,406,7127RESEARCH
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICES$297,499SEMINAR
EAST ASIA AND THE PACIFICPROGRAM SERVICES$814,825SEMINAR
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICES$2,099,384SEMINAR
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICES$193,436SEMINAR
NORTH AMERICAPROGRAM SERVICES$426,704SEMINAR
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICES$17,122SEMINAR
SOUTH AMERICAPROGRAM SERVICES$103,400SEMINAR
SOUTH ASIAPROGRAM SERVICES$183,849SEMINAR
SUB-SAHARAN AFRICAPROGRAM SERVICES$412,161SEMINAR
EAST ASIA AND THE PACIFICPROGRAM SERVICES$5,965,13242STUDY ABROAD2
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICES$30,182,174217STUDY ABROAD11
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICES$38,261STUDY ABROAD
NORTH AMERICAPROGRAM SERVICES$6,531STUDY ABROAD
SOUTH AMERICAPROGRAM SERVICES$168,724STUDY ABROAD
SUB-SAHARAN AFRICAPROGRAM SERVICES$172,382STUDY ABROAD
EAST ASIA AND THE PACIFICPROGRAM SERVICES$3,062,530STUDENT FINANCIAL AID
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICES$19,763,239STUDENT FINANCIAL AID
NORTH AMERICAPROGRAM SERVICES$30,725STUDENT FINANCIAL AID
SOUTH AMERICAPROGRAM SERVICES$205,327STUDENT FINANCIAL AID
SUB-SAHARAN AFRICAPROGRAM SERVICES$94,914STUDENT FINANCIAL AID
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office14ContinuationTotalOfficeCnt
Continuation Total Employee339ContinuationTotalEmployeeCnt
Total Office14TotalOfficeCnt
Total Employee339TotalEmployeeCnt
Subtotal Spent$852,056SubtotalSpentAmt
Continuation Spent$922,843,972ContinuationSpentAmt
Total Spent$923,696,028TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (62 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$3,762,027WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$2,106,250WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,963,356WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,950,463WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,564,643WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,362,709WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,329,105WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$1,235,249WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$1,014,264WIRE$0
SUB-SAHARAN AFRICARESEARCH$844,321WIRE$0
SOUTH ASIARESEARCH$760,436WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$716,135WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$640,507WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$542,465WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$449,003WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$429,859WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$384,575WIRE$0
SOUTH ASIARESEARCH$384,157WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$362,777WIRE$0
CENTRAL AMERICA AND THE CARIBBEANRESEARCH$332,801CHECK$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$329,874WIRE$0
SUB-SAHARAN AFRICARESEARCH$307,325WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$281,974WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$270,556WIRE$0
SUB-SAHARAN AFRICARESEARCH$252,347WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$218,943WIRE$0
CENTRAL AMERICA AND THE CARIBBEANRESEARCH$216,840WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$212,087WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$161,059WIRE$0
SOUTH ASIARESEARCH$139,345WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$138,579WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$131,966WIRE$0
SUB-SAHARAN AFRICARESEARCH$121,046WIRE$0
SOUTH AMERICARESEARCH$119,452WIRE$0
SUB-SAHARAN AFRICARESEARCH$95,556WIRE$0
SOUTH ASIARESEARCH$83,681WIRE$0
SUB-SAHARAN AFRICARESEARCH$83,554WIRE$0
SOUTH AMERICARESEARCH$77,086WIRE$0
SUB-SAHARAN AFRICARESEARCH$74,647WIRE$0
MIDDLE EAST AND NORTH AFRICARESEARCH$62,954WIRE$0
SOUTH ASIARESEARCH$59,826WIRE$0
SUB-SAHARAN AFRICARESEARCH$55,744WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$37,992CHECK$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$37,800WIRE$0
NORTH AMERICARESEARCH$35,669CHECK$0
NORTH AMERICARESEARCH$32,541WIRE AND CHECK$0
SOUTH ASIARESEARCH$32,145WIRE$0
SOUTH ASIARESEARCH$31,532WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$28,782WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$25,140WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$25,116WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$25,110WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$24,974WIRE$0
SUB-SAHARAN AFRICARESEARCH$24,331WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$23,026WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$16,262WIRE$0
NORTH AMERICARESEARCH$13,343WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$12,500WIRE$0
SOUTH ASIARESEARCH$9,741WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$7,703WIRE$0
EAST ASIA AND THE PACIFICRESEARCH$5,142WIRE$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$5,085CHECK$0
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org33TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
STUDENT FINANCIAL AIDEAST ASIA AND THE PACIFIC133$3,062,530TUITIONCOST
STUDENT FINANCIAL AIDEUROPE (INCLUDING ICELAND AND GREENLAND)847$19,763,239TUITIONCOST
STUDENT FINANCIAL AIDMIDDLE EAST AND NORTH AFRICA1$30,725TUITIONCOST
STUDENT FINANCIAL AIDSOUTH AMERICA6$205,327TUITIONCOST
STUDENT FINANCIAL AIDSUB-SAHARAN AFRICA3$94,914TUITIONCOST
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF SPONSORED PROGRAMS, POST AWARD. THIS OFFICE MONITORS ALL DOMESTIC AND FOREIGN SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS IS VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE. BOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES.
PART I, LINE 3:THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA. GRANT MAKING ACTIVITIES CONSIST OF RESEARCH GRANTS TO SUBRECIPIENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
ADVANCED REMARKETING SERVICES INC
116 JOHNNY CAKE HILLMIDDLETOWNRI02842PROFESSIONAL FUNDRAISERYes (1)$1,488,130$303,480$1,184,650
GREATER PUBLIC
401 NORTH 3RD STREET SUITE 601MINNEAPOLISMN55401FUNDRAISING CONSULTANT0$0$130,065$0
GRENZEBACH GLIER AND ASSOCIATES INC
200 SOUTH MICHIGAN AVENUE SUITE 21CHICAGOIL60604FUNDRAISING CONSULTANT0$0$39,578$0
HONOR CODE CREATIVE LLC
84 CLIFFORD STREETMELROSEMA02176FUNDRAISING CONSULTANT0$0$37,875$0
THOMAS SIEGEL
91 WALKER STREETNEWTONVILLEMA02460FUNDRAISING CONSULTANT0$0$18,000$0
FieldValueIRS element (for citing)
Total Gross Receipts$1,488,130TotalGrossReceiptsAmt
Total Retained By Contractors$528,998TotalRetainedByContractorsAmt
Total Net To Organization$1,184,650TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WBUR VALENTINE'S DAYEvent1Nm
Gross Receipts Event1$573,903GrossReceiptsEvent1Amt
Charitable Contri Event1$1,603CharitableContriEvent1Amt
Gross Revenue Event1$572,300GrossRevenueEvent1Amt
Other Direct Expenses Event1$372,918OtherDirectExpensesEvent1Amt
Event2WBUR PUBLIC RADIO GALAEvent2Nm
Gross Receipts Event2$720,480GrossReceiptsEvent2Amt
Charitable Contri Event2$672,580CharitableContriEvent2Amt
Gross Revenue Event2$47,900GrossRevenueEvent2Amt
Food And Beverage Event2$114,701FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$52,687OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$200,675GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$51,920CharitableContriOtherEventsAmt
Gross Revenue Other Events$148,755GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$148,225OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,495,058GrossReceiptsTotalAmt
Charitable Contributions Tot$726,103CharitableContributionsTotAmt
Gross Revenue Total Events$768,955GrossRevenueTotalEventsAmt
Food And Beverage Total Events$114,701FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$573,830OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$688,531DirectExpenseSummaryEventsAmt
Net Income Summary$80,424NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (263 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ABT ASSOCIATES INC
6130 EXECUTIVE BOULEVARDROCKVILLEMD20852042347643$69,370$0RESEARCH
ADVANCED BUILDING ANALYSIS LLC
2 WOODLAWN STREETAMESBURYMA01913263486448$8,929$0RESEARCH
AMERICAN COLLEGE OF RADIOLOGY
1891 PRESTON WHITE DRIVERESTONVA20191362261602$1,100,362$0RESEARCH501(C)(3)
AMERICAN INSTITUTES FOR RESEARCH
PO BOX 28126NEW YORKNY10087250965219$195,337$0RESEARCH501(C)(3)
ANDERSONICS LLC
18 EMERSON STREETBELMONTMA02478850746315$50,948$0RESEARCH
ANDREWS UNIVERSITY
4150 ADMINISTRATION DRIVE FIRMSBERRIEN SPRINGSMI49104381627600$62,585$0RESEARCH501(C)(3)LEDGER
ASSOCIATION FOR CLINICAL PASTORAL E
1 CONCOURSE PARKWAY SUITE 800ATLANTAGA30328581921094$5,988$0RESEARCH501(C)(3)
AUGUSTA UNIVERSITY RESEARCH INSTITU
PO BOX 945552ATLANTAGA30394581418202$51,095$0RESEARCH501(C)(3)
AVAILS MEDICAL INC
1455 ADAMS DRIVE SUITE 1288MENLO PARKCA94025464246007$3,051,366$0RESEARCH
BAEBIES INC
615 DAVIS DRIVE SUITE 800DURHAMNC27709463482298$55,473$0RESEARCH
BANNER HEALTH
901 EAST WILLETTA STREETPHOENIXAZ85006450233470$91,609$0RESEARCH501(C)(3)
BAYLOR COLLEGE OF MEDICINE
PO BOX 301207DALLASTX75303741613878$316,559$0RESEARCH501(C)(3)
BECKMAN RSRCH INST OF THE CITY OF H
1500 EAST DUARTE ROAD CACAR REFDUARTECA91010953432210$202,537$0RESEARCH501(C)(3)201082
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452041081650$69,234$0RESEARCH501(C)(3)
BETH ISRAEL DEACONESS MEDICAL CENTE
330 BROOKLINE AVENUE BR 109 RM 262BOSTONMA02215042103881$1,426,506$0RESEARCH501(C)(3)RES
BOARD OF REGENTS OF UNIV OF NEBRAS
985045 NEBRASKA MEDICAL CENTEROMAHANE68198470049123$9,885$0RESEARCHSTATE GOVT
BOARD OF REGENTS UNIV OF NEVADA
4505 MARYLAND PARKWAY BOX 454004LAS VEGASNV89154886000024$37,280$0RESEARCHSTATE GOVTUNLV
BOARD OF TRUSTEES FOR THE UNIV OF
BOX 870135 CONTRACT GRANT ACCOUNTTUSCALOOSAAL35487636001138$33,994$0RESEARCH501(C)(3)
BOARD OF TRUSTEES OF THE LELAND STA
PO BOX 884253LOS ANGELESCA90088941156365$1,182,189$0RESEARCH501(C)(3)
BOARD OF TRUSTEES OF UNIVERSITY OF
28392 NETWORK PLACE GRANTS CONTRACHICAGOIL60673376000511$96,913$0RESEARCHSTATE GOVT
BOSTON ARTS ACADEMY FOUNDATION INC
126 BROOKLINE AVENUE 3RD FLOORBOSTONMA02215043454898$10,000$0CHARITABLE DONATION501(C)(3)
BOSTON HOUSING AUTHORITY
52 CHAUNCY STREETBOSTONMA02111046001907$14,634$0RESEARCHLOCAL GOVT
BOSTON MEDICAL CENTER CORPORATION
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NORTHWESTERN UNIVERSITY
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OHIO UNIVERSITY
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OREGON HEALTH & SCIENCE UNIVERSITY
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OREGON RESEARCH INSTITUTE
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PATTERN BIOSCIENCE INC
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RAYTHEON
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THE THRESHOLDS
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701 CARNEGIE CENTERPRINCETONNJ08540210634501$97,012$0RESEARCH501(C)(3)
THE TRUSTEES OF PURDUE UNIVERSITY
23510 NETWORK PLACE AP SPSCHICAGOIL60673356002041$37,008$0RESEARCHSTATE GOVT
THE UNIVERSITY OF ALABAMA IN HUNTSV
301 SPARKMAN DRIVE ATTN CASHIERHUNTSVILLEAL35899630520830$161,143$0RESEARCHSTATE GOVT
THE UNIVERSITY OF ARIZONA
PO BOX 41867TUCSONAZ85717742652689$80,826$0RESEARCHSTATE GOVT
THE UNIVERSITY OF CENTRAL FLORIDA B
PO BOX 160118ORLANDOFL32816592924021$121,579$0RESEARCHSTATE GOVT
THE UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 300CHICAGOIL60637362177139$350,846$0RESEARCH501(C)(3)SAA FS
THE UNIVERSITY OF IOWA
201 SOUTH CLINTON STREET 2410 UCCIOWA CITYIA52242426004813$1,348,901$0RESEARCHSTATE GOVT
THE UNIVERSITY OF RHODE ISLAND
70 LOWER COLLEGE ROAD SUITE 1KINGSTONRI02881056000522$25,913$0RESEARCH501(C)(3)
THE UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET RM612COLUMBIASC29208576001153$58,695$0RESEARCH501(C)(3)CONTR/GRAND
THE UNIVERSITY OF TENNESSEE
910 MADISON AVENUE SUITE 823 HSCMEMPHISTN38163626001636$115,844$0RESEARCH501(C)(3)
THE UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159 OFFICE OF ACCOUNTINGAUSTINTX78713746000203$90,657$0RESEARCHSTATE GOVT
THE VANDERBILT UNIVERSITY
PMB 406310 2301 VANDERBUILT PLACENASHVILLETN37240620476822$221,069$0RESEARCH501(C)(3)
THOMAS JEFFERSON UNIVERSITY
833 CHESTNUT STREET SUITE 900 JCRIPHILADELPHIAPA19107231352651$5,581$0RESEARCH501(C)(3)SKOVAC
TOPODYNE LLC
14071 PEYTON DRIVE BOX 1844CHINO HILLSCA91709843922564$83,729$0RESEARCH
TOUGALOO COLLEGE
500 WEST COUNTY LANE ROAD FIN ADMTOUGALOOMS39174640303093$15,784$0RESEARCH501(C)(3)
TRELLIS BIOSCIENCE INC
702 MARSHALL STREET SUITE 614REDWOOD CITYCA94063272173377$767,037$0RESEARCH
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUE OSPCHESTNUT HILLMA02467042103545$86,576$0RESEARCH501(C)(3)
TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD 6210HANOVERNH03755020222111$200,832$0RESEARCH501(C)(3)
TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVENUE SPONSOREDBOSTONMA02111042103634$1,132,138$0RESEARCH501(C)(3)PROGRAM
TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET BOX 453BOSTONMA02111043400617$575,425$0RESEARCH501(C)(3)RESEARC
US DEPARTMENT OF AGRICULTURE
PO BOX 979099 USDA FMMI COLLECTIONSST LOUISMO63179720564834$5,474$0RESEARCHSTATE GOVT
UH-OH LABS INC
3485 VICTOR STREETSANTA CLARACA95054824506827$46,213$0RESEARCH
UNIVERSITY CORPORATION FOR ATMOSPHE
PO BOX 3000BOULDERCO80307840412668$19,886$0RESEARCH501(C)(3)
UNIVERSITY OF TEXAS AT SAN ANTONIO
1 UTSA CIRCLE FSUB FLN 10408SAN ANTONIOTX78249741717115$34,317$0RESEARCHSTATE GOVT
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVENUE SOUTH AB 990 GRANTSBIRMINGHAMAL35294636005396$1,248,551$0RESEARCH501(C)(3)CO
UNIVERSITY OF ARKANSAS FAYETTEVILLE
TREASURERS OFFICE PO BOX 1404FAYETTEVILLEAR72702716003252$24,373$0RESEARCH501(C)(3)
UNIVERSITY OF CINCINNATI
PO BOX 932641 SRS ACCOUNTINGCLEVELANDOH44193316000989$50,214$0RESEARCH501(C)(3)
UNIVERSITY OF CONNECTICUT
438 WHITNEY ROAD EXT UNIT 1133 SPSSTORRSCT06269060772160$348,200$0RESEARCHSTATE GOVT
UNIVERSITY OF DELAWARE
30 LOVETT AVENUE CASHIERSNEWARKDE19716516000297$125,901$0RESEARCH501(C)(3)OFFICE-SPONS
UNIVERSITY OF FLORIDA
PO BOX 931297 CONTRACTS GRANTSATLANTAGA32611596002052$316,784$0RESEARCHSTATE GOVT
UNIVERSITY OF GEORGIA RESEARCH FOUN
310 EAST CAMPUS R0AD TUCKER HALLATHENSGA30602581353149$505,926$0RESEARCH501(C)(3)ROOM 411
UNIVERSITY OF HOUSTON
PO BOX 988 TREASURERS OFFICEHOUSTONTX77001746001399$173,996$0RESEARCHSTATE GOVT
UNIVERSITY OF KANSAS MEDICAL CENTER
3901 RAINBOW BOULEVARD MS 1039KANSAS CITYKS66160481108830$86,414$0RESEARCH501(C)(3)
UNIVERSITY OF KENTUCKY RESEARCH FOU
PO BOX 931113CLEVELANDOH44193616033693$45,319$0RESEARCH501(C)(3)
UNIVERSITY OF LOUISVILLE
300 EAST MARKET STREET 300LOUISVILLEKY40202611014882$188,840$0RESEARCH501(C)(3)SPONSORED
UNIVERSITY OF MASSACHUSETTS
285 OLD WESTPORT ROAD CT CARNEYNORTH DARTMOUTHMA02747043167352$1,019,168$0RESEARCH501(C)(3)LIBRAR
UNIVERSITY OF MIAMI
PO BOX 405803 OFFICE OF RESEARCH ADATLANTAGA30384590624458$98,928$0RESEARCH501(C)(3)
UNIVERSITY OF MISSOURI
PO BOX 807012KANSAS CITYMO64180436003859$166,127$0RESEARCHSTATE GOVT
UNIVERSITY OF NEW ENGLAND
11 HILLS BEACH ROAD OFFICE OFBIDDEFORDME04005010211810$47,465$0RESEARCH501(C)(3)FISCAL
UNIVERSITY OF NORTH CAROLINA - CHAP
PO BOX 402420ATLANTAGA30384566001393$329,070$0RESEARCH501(C)(3)
UNIVERSITY OF NORTH CAROLINA GREENS
PO BOX 26170 ACCOUNTING SERVICESGREENSBORONC27402566001468$12,569$0RESEARCH501(C)(3)
UNIVERSITY OF NOTRE DAME DU LAC
836A GRACE HALL RSPANOTRE DAMEIN46556350868188$125,757$0RESEARCH501(C)(3)
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR97403464727800$616,182$0RESEARCHSTATE GOVT
UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19178231352685$300,647$0RESEARCH501(C)(3)
UNIVERSITY OF PITTSBURGH
500 ROSS STREET 154-0455 ATTN371220PITTSBURGHPA15262250965591$190,893$0RESEARCHSTATE GOVT
UNIVERSITY OF ROCHESTER
PO BOX 278832ROCHESTERNY146278832160743209$1,107,545$0RESEARCH501(C)(3)
UNIVERSITY OF SOUTH FLORIDA
PO BOX 864568ORLANDOFL32886593102112$8,083$0RESEARCHSTATE GOVT
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROA STREET SUITELOS ANGELESCA90089951642394$112,817$0RESEARCH501(C)(3)102 SPA
UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL ROADRICHARDSONTX75080751305566$64,688$0RESEARCHSTATE GOVT
UNIVERSITY OF TEXAS HEALTH SCIENCE
PO BOX 301418 FINANCIAL ADMINDALLASTX75303741761309$321,894$0RESEARCH501(C)(3)
UNIVERSITY OF TEXAS HEALTH SCIENCE
PO BOX 301418 FINANCIAL ADMINDALLASTX75303741586031$579,168$0RESEARCHSTATE GOVT
UNIVERSITY OF TEXAS SOUTHWESTERN ME
PO BOX 841765DALLASTX75284756002868$13,393$0RESEARCH501(C)(3)
UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLE ROOMSALT LAKE CITYUT84112876000525$271,812$0RESEARCHSTATE GOVT406 GRANT
UNIVERSITY OF VERMONT & STATE AGRIC
PO BOX 1389WILLISTONVT05495030179440$131,365$0RESEARCH501(C)(3)
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVECHICAGOIL60693916001537$694,724$0RESEARCH501(C)(3)
UNIVERSITY OF WISCONSIN
DRAWER 538 GAR ACCT OFFICE FOR REMILWAUKEEWI53278391805963$140,022$0RESEARCHSTATE GOVT
UNIVERSITY SYSTEM OF NEW HAMPSHIRE
51 COLLEGE ROAD SERV BUILD RM 109DURHAMNH03824026000937$82,196$0RESEARCH501(C)(3)
UT MD ANDERSON CANCER CENTER
PO BOX 4266 GRANTS CONTRACTSHOUSTONTX77210746001118$148,068$0RESEARCHSTATE GOVT
UTAH STATE UNIVERSITY
LB 410027 PO BOX 35146SEATTLEWA98124876000528$19,222$0RESEARCH501(C)(3)
VANDERBILT UNIVERSITY
PO BOX 121236 DEPT 1236 VUMCDALLASTX75312352528741$862,774$0RESEARCH501(C)(3)
VAXCYTE INC
825 INDUSTRIAL ROAD SUITE 300SAN CARLOSCA94070464233385$2,803,593$0RESEARCH
VEDANTA BIOSCIENCES INC
19 BLACKSTONE STREETCAMBRIDGEMA02139275440202$1,389,180$0RESEARCH
VERMONT PUBLIC HEALTH ASSOCIATION I
PO BOX 732BURLINGTONVT05401020608866$33,054$0RESEARCH501(C)(3)
VETERANS EDUCATION AND RESEARCH ASS
PO BOX 4655 215 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001223091219$132,580$0RESEARCH501(C)(3)ASSOCIATION
VIRGINIA POLYTECHNIC INSTITUTE & ST
N END CENTER SUITE 4200 300 TURNERBLACKSBURGVA24061546001805$412,271$0RESEARCHSTATE GOVTSTREET NW
VISBY MEDICAL INC
3010 NORTH FIRST STREETSAN JOSECA95134461420216$460,017$0RESEARCH
WAKE FOREST UNIVERSITY HEALTH SCIEN
MEDICAL CENTER BOULEVARDWINSTONSALEMNC27157223849199$175,047$0RESEARCH501(C)(3)
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUE CAMPUS BOX 1034ST LOUISMO63112430653611$276,862$0RESEARCH501(C)(3)S
WAYNE STATE UNIVERSITY
5057 WOODWARD AVENUE SUITE 13202DETROITMI48202386028429$42,560$0RESEARCH501(C)(3)
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481042103637$64,312$0RESEARCH501(C)(3)
WEST END HOUSE INC
105 ALLSTON STREETALLSTONMA02134042105825$7,500$0CHARITABLE DONATION501(C)(3)
WEST VIRGINIA UNIVERSITY RESEARCH C
PO BOX 6002MORGANTOWNWV26506550665758$11,279$0RESEARCHSTATE GOVT
WILLIAM MARSH RICE UNIVERSITY
PO BOX 1892 MS 74HOUSTONTX77251741109620$202,435$0RESEARCH501(C)(3)
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609042121659$88,244$0RESEARCH501(C)(3)
YALE UNIVERSITY
PO BOX 1873NEW HAVENCT06508060646973$382,236$0RESEARCH501(C)(3)
YESHIVA UNIVERSITY
1300 MORRIS PARK AVENUE BELFER 1108BRONXNY10461131624225$1,112,524$0RESEARCH501(C)(3)
ZABBIO INC
11760 SORRENTO VALLEY ROAD SUITE ASAN DIEGOCA92121822969965$587,947$0RESEARCH
ZETTA AI LLC
108 NOTO DRIVESHERRILLNY134611470823273240$32,728$0RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org227Total501c3OrgCnt
Total Other Org36TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
TUITION AND AUXILIARY21290$11,816,006$662,561,647COSTTUITION AND AUXILIARY OFFSET
STIPEND AND FELLOWSHIP4385$39,030,057$0
PRIZES AND AWARDS887$1,557,461$0
HONORARIUM2312$2,104,458$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS TO THE OFFICE OF SPONSORED PROGRAMS, POST AWARD. THIS OFFICE MONITORS ALL DOMESTIC SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS ARE VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE.
SCHEDULE I, PART III:BOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES. ALL GRANTS AND OTHER STUDENT FINANCIAL AID IS DESIGNATED FOR EDUCATIONAL PURPOSES ONLY. STARTING IN SEPTEMBER 2020, BOSTON UNIVERSITY MEETS 100% OF THE DEMONSTRATED FINANCIAL NEED FOR ADMITTED, FIRST-YEAR STUDENTS WHO ARE U.S. CITIZENS OR PERMANENT RESIDENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT A BROWN
PRESIDENT (UNTIL 7/31/23)$1,604,994$0$900,000$0$576,904$0$38,268$0$172,126$0$3,292,292$0$225,250$0
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON$534,263$0$1,103,048$0$158,842$0$38,268$0$29,793$0$1,864,214$0$0$0
JEAN MORRISON
UNIVERSITY PROVOST (UNTIL 6/30/23)$1,129,259$0$0$0$541,091$0$38,268$0$108,651$0$1,817,269$0$112,500$0
DAVID COLEMAN
PROFESSOR & PHYSICIAN$0$0$0$0$0$1,652,000$0$0$0$0$0$1,652,000$0$0
TONY TANNOURY
PROFESSOR & PHYSICIAN$0$1,412,221$0$0$0$4,386$0$38,268$0$86,361$0$1,541,236$0$0
CLARISSA C HUNNEWELL
CHIEF INVESTMENT OFFICER$867,540$0$538,584$0$6,522$0$38,268$0$21,854$0$1,472,768$0$0$0
CHADI TANNOURY
PROFESSOR & PHYSICIAN$0$1,304,802$0$0$0$1,122$0$28,368$0$30,187$0$1,364,479$0$0
KAREN H ANTMAN MD
MEDICAL CAMPUS PROVOST$1,049,400$0$0$0$8,455$0$38,268$0$499$0$1,096,622$0$0$0
KENNETH W FREEMAN
INTERIM PRES (8/1/23 - 6/30/24)$962,115$0$0$0$9,532$0$38,268$0$21,353$0$1,031,268$0$0$0
GARY W NICKSA
SR VP, CFO, TREAS (UNTIL 12/31/23)$729,112$0$0$0$6,603$0$38,268$0$30,482$0$804,465$0$0$0
KENNETH R LUTCHEN
INTERIM UNI PROVOST (7/1/23-6/30/24)$722,651$0$0$0$6,534$0$38,268$0$36,977$0$804,430$0$0$0
ERIKA GEETTER
SR VP, GEN COUNSEL, SECRETARY$740,836$0$0$0$5,493$0$38,268$0$2,893$0$787,490$0$0$0
DEREK HOWE
SR VP OPS, ASSISTANT TREASURER$561,228$0$0$0$1,431$0$38,268$0$22,759$0$623,686$0$0$0
NICOLE TIRELLA
SR VP, CFO, & TREAS (AS OF 1/1/24)$282,293$0$0$0$289$0$24,791$0$29,931$0$337,304$0$0$0
KEVIN E SMITH
TRUSTEE (AS OF 6/1/24) & PROFESSOR$222,795$0$0$0$1,275$0$25,777$0$10,785$0$260,632$0$0$0
KIMBERLY AS HOWARD
TRUSTEE (UNTIL 5/31/24) & PROFESSOR$159,712$0$0$0$219$0$17,935$0$1,065$0$178,931$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1A(1) REFER TO SCHEDULE J, PART II DISCLOSURE RELATED TO THE HOUSING ALLOWANCE PROVIDED TO PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON. PRESIDENT AD INTERIM KENNETH FREEMAN AND PROVOST AD INTERIM KENNETH LUTCHEN WERE NOT REQUIRED TO AND THEREFORE DID NOT LIVE IN UNIVERSITY RESIDENCES DURING THEIR INTERIM TERM. (2) FIRST-CLASS TRAVEL: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, ALL EMPLOYEES ARE REIMBURSED FOR ECONOMY AIRFARE. EXCEPTIONS FOR TRAVEL INVOLVING AN EXTENDED PERIOD OF TIME ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR FIRST-CLASS TRAVEL. TRAVEL FOR BUSINESS PURPOSES, INCLUDING FIRST-CLASS TRAVEL, IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN, JEAN MORRISON, PRESIDENT AD INTERIM FREEMAN, AND PROVOST AD INTERIM KENNETH LUTCHEN ARE THE ONLY INDIVIDUALS REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2023. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, BOSTON UNIVERSITY ALLOWS COMPANION TRAVEL FOR BONA FIDE BUSINESS PURPOSES. ALL SUCH CASES REQUIRE PRIOR WRITTEN APPROVAL OF AN AUTHORIZED SENIOR EXECUTIVE. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR SPOUSAL TRAVEL. COMPANION TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN WAS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2023.
PART I, LINES 4A-B(1) IN CALENDAR YEAR 2023, DAVID COLEMAN RECEIVED A LUMP SUM SEVERANCE PAYOUT SUBSEQUENT TO HIS DEPARTURE FROM THE UNIVERSITY IN NOVEMBER 2022. THIS AMOUNT IS FULLY REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. (2) REFER TO SCHEDULE J, PART II DISCLOSURE RELATED TO THE PAYMENTS RECEIVED BY PRESIDENT BROWN UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. (3) REFER TO SCHEDULE J, PART II DISCLOSURE RELATED TO THE CONTRIBUTIONS MADE BY THE UNIVERSITY TO AN IRC 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. (4) REFER TO SCHEDULE J, PART II DISCLOSURE RELATED TO THE PAYMENTS RECEIVED BY PROVOST MORRISON UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN.
PART I, LINE 6A PORTION OF PUSHKAR MEHRA'S COMPENSATION (AS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II)) IS BASED ON A PERCENTAGE OF BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL MAXILLOFACIAL SURGERY GROUP REVENUES LESS OPERATING EXPENSES.
PART I, LINE 7AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, AT THE APPROVAL OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS.
SCHEDULE J, PART ITONY TANNOURY, DAVID COLEMAN, AND CHADI TANNOURY ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GDSM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT A GDSM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER.
SCHEDULE J, PART II1) THIS SCHEDULE INCLUDES EACH OF THE UNIVERSITY'S CURRENT AND FORMER OFFICERS, TRUSTEES, KEY EMPLOYEES, AND FIVE MOST HIGHLY COMPENSATED EMPLOYEES FOR WHOM THE SUM OF CALENDAR YEAR 2023 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000. 2) PRESIDENT BROWN RETIRED FROM HIS ROLE AS PRESIDENT ON JULY 31, 2023, FOLLOWED BY A SABBATICAL PERIOD THROUGH JULY 31, 2024. DURING HIS SABBATICAL, HE RECEIVED CONTINUATION PAYMENTS OF HIS BASE SALARY OF $1,351,500, CONSISTENT WITH HIS EMPLOYMENT AGREEMENT. EFFECTIVE AUGUST 1, 2024, FOLLOWING HIS SABBATICAL, HE CONTINUED HIS EMPLOYMENT AS A FACULTY MEMBER. COMPENSATION EARNED DURING HIS SERVICE AS PRESIDENT AND HIS SABBATICAL ARE REPORTED IN COLUMN (B)(I) BASE COMPENSATION. THE REMAINDER WITHIN BASE COMPENSATION PRIMARILY RELATES TO THE PAYMENT OF PRESIDENT BROWN'S UNUSED VACATION TIME OF $259,908 FOLLOWING HIS RETIREMENT FROM HIS ROLE AS PRESIDENT. PRESIDENT BROWN WAS AWARDED A ONE-TIME BONUS OF $900,000 IN AUGUST 2023 PAID IN LIEU OF CONTRACTUAL OBLIGATIONS IN CONNECTION WITH HIS RETIREMENT. THIS AMOUNT IS REPORTED IN COLUMN (B)(II) BONUS & INCENTIVE COMPENSATION. UNDER A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN (PART I, LINES 4A-B RESPONSE), ON JULY 31, 2023, PRESIDENT BROWN RECEIVED AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $540,600 WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2023 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C) OF PRIOR FORMS 990 IS $225,250. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN (F). AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION ALSO INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2023 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN (PART I, LINES 4A-B RESPONSE) IN THE AMOUNT OF $22,500. AS A CONDITION OF EMPLOYMENT PRIOR TO PRESIDENT BROWN'S RETIREMENT AS PRESIDENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN WAS REQUIRED TO LIVE IN A UNIVERSITY RESIDENCE (HOUSING ALLOWANCE SCHEDULE J, PART I, LINE 1A RESPONSE). AMOUNTS REPORTED IN COLUMN (D) INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS FOR PRESIDENT BROWN, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES IN THE AMOUNT OF $148,626 FOR THE SEVEN MONTHS OF THE CALENDAR YEAR HE WAS REQUIRED TO RESIDE IN THE UNIVERSITY RESIDENCE. 3) PROVOST MORRISON RETIRED FROM HER ROLE AS PROVOST ON JUNE 30, 2023, FOLLOWED BY A SABBATICAL PERIOD THROUGH JUNE 30, 2024. DURING HER SABBATICAL, SHE RECEIVED CONTINUATION PAYMENTS OF HER BASE SALARY OF $975,000, CONSISTENT WITH HER EMPLOYMENT AGREEMENT. EFFECTIVE JULY 1, 2024, FOLLOWING HER SABBATICAL, SHE CONTINUED HER EMPLOYMENT AS A FACULTY MEMBER. COMPENSATION EARNED DURING HER SERVICE AS PROVOST AND HER SABBATICAL ARE REPORTED IN COLUMN (B)(I) BASE COMPENSATION. THE REMAINDER WITHIN BASE COMPENSATION PRIMARILY RELATES TO THE PAYMENT OF PROVOST MORRISON'S UNUSED VACATION TIME OF $187,492 FOLLOWING HER RETIREMENT FROM HER ROLE AS PROVOST. UNDER A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN (PART I, LINES 4A-B RESPONSE), ON JUNE 30, 2023, PROVOST MORRISON RECEIVED A FIXED AMOUNT THAT ACCRUED DURING THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, THE SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION OF $225,000 WAS DISTRIBUTED TO PROVOST MORRISON IN CALENDAR YEAR 2023 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART II, COLUMN (B)(III) ALSO INCLUDES AS OTHER REPORTABLE COMPENSATION AN ACCELERATED PAYMENT OF $300,000 PAID IN LIEU OF CONTRACTUAL OBLIGATIONS IN CONNECTION WITH HER RETIREMENT. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C) OF PRIOR FORMS 990 IS $112,500. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN (F). AS A CONDITION OF EMPLOYMENT PRIOR TO PROVOST MORRISON'S RETIREMENT AS PROVOST AND FOR THE CONVENIENCE OF THE UNIVERSITY, PROVOST MORRISON WAS REQUIRED TO LIVE IN A UNIVERSITY RESIDENCE (HOUSING ALLOWANCE SCHEDULE J, PART I, LINE 1A RESPONSE). AMOUNTS REPORTED IN COLUMN (D) INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS FOR PROVOST MORRISON, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES IN THE AMOUNT OF $76,172 FOR THE SIX MONTHS OF THE CALENDAR YEAR SHE WAS REQUIRED TO RESIDE IN THE UNIVERSITY RESIDENCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2
A0434318142015-09-30$162,740,000REFUNDING 2005 BOND ISSUE000
MASS DEV FIN AGENCY - SERIES U1 U2 U3 U4 U5 U6
B0434318142008-05-15$536,365,000PARTIAL REF/CAP PROJ/PROP ACQYes (1)0057583RWD3
MASS DEV FIN AGENCY - SER BB-1 BB-2 BB-3 (2016)
C0434318142016-11-08$231,838,996CAP PROJ/ADV REF 2008 & 2009 BONDS00057584XWV9
MASS DEV FIN AGENCY - SERIES X (2013)
D0434318142013-04-30$120,736,790CAPITAL PROJECTS00057583UVL9

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtBond DefeasedBondDefeasedAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$162,740,000$162,740,000Yes (1)0Yes (1)Yes (1)
B$539,836,174$335,500,000Yes (1)0Yes (1)Yes (1)$158,275,000$50,000,000$848,766$727,358$202,760,0502012
C$233,015,994$105,744,237Yes (1)0Yes (1)Yes (1)$1,035,243$126,236,5142018
D$120,780,96500Yes (1)Yes (1)$86,485,000$734,856$120,046,1092015

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.005200.0052000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.003200.0032000Yes (1)
C00Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A000Yes (1)Yes (1)000Yes (1)
SEE PART VI
B000Yes (1)Yes (1)Yes (1)00Yes (1)00
(no name)
C000Yes (1)0000Yes (1)
(no name)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE A:MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIES AA-1 AND AA-2 BONDS IN THE AMOUNT OF $162,740,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES T1 BOND OF THE SAME AMOUNT.
SCHEDULE K, PART I, LINE B:MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE C:MDFA SERIES BB-1, BB-2, AND BB-3 BONDS IN THE AMOUNT OF $231,838,996 WERE ISSUED TO ADVANCE REFUND AND ULTIMATELY LEGALLY DEFEASED MDFA SERIES U-4, ORIGINALLY ISSUED IN 2008, IN THE AMOUNT OF $50,000,000 AND MDFA SERIES V-1, ORIGINALLY ISSUED IN 2009, IN THE AMOUNT OF $44,000,000. PROCEEDS OF MDFA SERIES BB-1 IN THE AMOUNT OF $125,603,699 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE A(2):MDFA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000.
SCHEDULE K, PART I, LINE B(2):MDFA SERIES FF AND GG BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES DD-1, DD-2, U5A, U5B AND A PORTIONS OF SERIES X BONDS IN THE AMOUNT OF $218,950,000.
SCHEDULE K, PART II, LINE 3, COLUMNS B-D:COLUMN B: TOTAL PROCEEDS OF $539,836,174 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $536,365,000 AND INVESTMENT EARNINGS TOTALING $3,471,174. COLUMN C: TOTAL PROCEEDS OF $233,015,994 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $231,838,996 AND INVESTMENT EARNINGS TOTALING $1,176,998. COLUMN D: TOTAL PROCEEDS OF $120,780,965 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $44,175.
SCHEDULE K, PART II, LINE 7, COLUMNS B-D:COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $848,776 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $484,109. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $1,035,243 IS COMPRISED OF ISSUANCE COSTS TOTALING $607,924 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $427,319. ACTUAL COSTS DIFFER FROM ESTIMATES USED ON FORM 8038. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $734,856 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $300,327.
SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-D (INCLUDING SERIES Y):THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH EQUITY AND DEBT AND MADE A TIMELY ELECTION TO ALLOCATE EQUITY PROCEEDS TO ANY PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES. IF PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES DOES NOT EXCEED THE EQUITY ALLOCATION, THE PRIVATE BUSINESS USE IS REPORTED AS 0.00%.
SCHEDULE K, PART IV, LINE 2B, COLUMN A(2):THE PROCEEDS OF MDFA SERIES Y, OF WHICH 100 PERCENT WERE SPENT TO FINANCE CONSTRUCTION EXPENDITURES, WERE SPENT WITHIN TWO YEARS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(F)(4)(C). SCHEDULE K, PART IV, LINE 2B, COLUMN B(2): THE PROCEEDS OF MDFA SERIES FF AND GG, OF WHICH 100 PERCENT WERE SPENT TO PAY ISSUANCE COSTS AND SWAP TERMINATION PAYMENTS, WITH THE REMAINING DEPOSITED WITH BOND TRUSTEES TO CALL THE BONDS WHEN DUE, WERE SPENT WITHIN SIX MONTHS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(F)(4)(C).
SCHEDULE K, PART IV, LINE 2C:THE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2023. THE REBATE CALCULATION FOR THE SERIES X BONDS WAS PERFORMED IN APRIL 2023. THE REBATE CALCULATION FOR THE SERIES AA BONDS WAS PERFORMED IN SEPTEMBER 2020. THE REBATE CALCULATION FOR THE SERIES BB BONDS WAS PERFORMED IN APRIL 2021.
SCHEDULE K, PART IV, LINES 4A & 4B, COLUMN B:THE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA - SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS.
SCHEDULE K, PART IV, LINE 6, COLUMNS A-B:UNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
(2) MASS DEV FIN AGENCY - SER Y (2014)
A04343181457583UL892014-09-30$35,000,000REFUNDING 2004 & 2009 BOND ISSUES000
MASS DEV FIN AGENCY - SER FF (2023) AND SER GG (2023)
B04343181457584Y5N52023-07-12$217,370,795REFUNDING SERIES DD-1, DD-2, U5A, U5B & PARTIAL X (2019)000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A$35,000,000$35,000,000Yes (1)0Yes (1)Yes (1)
B$217,370,795$216,687,976Yes (1)0Yes (1)Yes (1)$682,819

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
MERRILL LYNCH
A00Yes (1)0Yes (1)Yes (1)25.0000000000000000Yes (1)
(no name)
B00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT BROWN
PART VPART VYes (X)$800,000$800,0000Yes (1)Yes (1)
JEAN MORRISON
PART VPART VYes (X)$500,000$500,0000Yes (1)Yes (1)
KEN LUTCHEN
PART VPART VYes (X)$400,000$400,0000Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$1,700,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
VERNON SOLBERG
SEE PART V$294,936EMPL. COMP0
KEITH BROWN
SEE PART V$216,812EMPL. COMP0
J LAWFORD ANDERSON
SEE PART V$203,292EMPL. COMP0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS(A) NAME OF PERSON: ROBERT BROWN(B) RELATIONSHIP WITH ORGANIZATION: PRESIDENT (UNTIL 7/31/23)(C) PURPOSE OF LOAN: PURCHASE OF PROPERTY(D) LOAN ISSUANCE: SEPTEMBER 2022(A) NAME OF PERSON: JEAN MORRISON(B) RELATIONSHIP WITH ORGANIZATION: UNIVERSITY PROVOST (UNTIL 6/30/23)(C) PURPOSE OF LOAN: PURCHASE OF PROPERTY(D) LOAN ISSUANCE: JULY 2023(A) NAME OF PERSON: KEN LUTCHEN(B) RELATIONSHIP WITH ORGANIZATION: INTERIM UNIVERSITY PROVOST (7/1/23 - 6/30/24)(C) PURPOSE OF LOAN: PURCHASE OF PROPERTY(D) LOAN ISSUANCE: JUNE 2007
SCHEDULE L, PART IV, COLUMN (B)(1) FAMILY MEMBER OF TRUSTEE KIMBERLY HOWARD(2) FAMILY MEMBER OF PRESIDENT ROBERT BROWN(3) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesINDEPENDENT APPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,774NoncashContributionsRptF990Amt
Method Of Determining RevenuesINDEPENDENT APPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution271ContributionCnt
Noncash Contributions Rpt F990$70,052,774NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN PRICE ON DATEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$11,009NoncashContributionsRptF990Amt
Method Of Determining RevenuesINDEPENDENT APPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT: MEDICAL, RESEARCH, EDUCATIONAL, ETC.5$559,043INDEPENDENT APPRAISA
Yes (X)DONATED AUCTION ITEMS13$92,662INDEPENDENT APPRAISA
Yes (X)EVENT SUPPORT4$24,139EVENT SUPPORT COST
Yes (X)SOFTWARE1$1INDEPENDENT APPRAISA
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT CONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS.
PART I, LINE 32B:THE UNIVERSITY USES A TRADING BROKERAGE ACCOUNT AT NORTHERN TRUST TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. THE BANK CHARGES THE UNIVERSITY A COMMISSION WHEN EACH SECURITY IS SOLD. THE UNIVERSITY THROUGH ITS RADIO STATION WBUR USES CHARITABLE ADULT RIDES & SERVICES, INC. (CARS) AND CAR TALK VEHICLE DONATION PROGAM (CAR TALK) TO ACCEPT AND SELL DONATED VEHICLES ON BEHALF OF WBUR. PROCEEDS ARE SHARED BETWEEN WBUR AND CARS BASED ON AN AGREED UPON AMOUNT PER VEHICLE WHEN IT IS SOLD.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1:ORGANIZATION'S MISSION BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY.
FORM 990, PART III, LINE 4A:INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP, RESEARCH, AND PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 17 SCHOOLS AND COLLEGES AND THE FACULTY OF COMPUTING & DATA SCIENCES AND THREE CAMPUSES, BOSTON UNIVERSITY OFFERS ITS STUDENTS MORE THAN 300 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH NEARLY 200 STUDY ABROAD PROGRAMS OFFERING OPPORTUNITIES IN MORE THAN 20 COUNTRIES. BOSTON UNIVERSITY FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO BUSINESS MANAGEMENT, POETRY, AND THE PERFORMING ARTS. THE UNIVERSITY PLACES A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, ENGINEERING BIOLOGY, DATA SCIENCE, URBAN HEALTH, GLOBAL HEALTH AND DEVELOPMENT, AND EMERGING INFECTIOUS DISEASES, ALONG WITH RESEARCH IN COMMUNICATIONS AND THE HUMANITIES.
FORM 990, PART VI, SECTION A, LINE 1AWITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BUPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE ASSOCIATE VICE PRESIDENT AND UNIVERSITY CONTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, KPMG, IS INVOLVED THROUGHOUT THE PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE SITE BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH THEY ARE INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION IS TO BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE PROVIDES SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15EACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION FOR THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE.
FORM 990, PART VII, SECTION A:ROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY UNTIL 7/31/2023 AND KENNETH FREEMAN, THE INTERIM PRESIDENT OF BOSTON UNIVERSITY FROM 8/1/2023 UNTIL 6/30/2024, DEVOTE ONE HOUR OR LESS PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. GARY W. NICKSA, AN OFFICER OF BOSTON UNIVERSITY UNTIL 12/31/2023, DEVOTES ONE HOUR OR LESS PER MONTH TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. NICOLE TIRELLA, AN OFFICER OF BOSTON UNIVERSITY EFFECTIVE 1/1/2024, DEVOTES ONE HOUR OR LESS PER MONTH TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. DEREK HOWE, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS OR LESS PER MONTH TO PLEASANT VENTURES REALTY TRUST, A RELATED ORGANIZATION. KAREN H. ANTMAN, MD, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES FOUR HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC., A RELATED ORGANIZATION. TONY TANNOURY, CHADI TANNOURY, AND DAVID COLEMAN ARE ON THE LIST OF FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, EACH DEVOTING 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE PLANS. KEVIN E. SMITH AND KIMBERLY A.S. HOWARD WERE COMPENSATED AS FACULTY MEMBERS, NOT AS TRUSTEES.
FORM 990, PART XI, LINE 9:GAIN ON INTEREST RATE EXCHANGE AGREEMENTS 12,623,414. UNREALIZED LOSS ON NON-INVESTMENT ASSETS -361,835. NET ACTUARIAL LOSS -575,895. OTHER ADJUSTMENTS 8,258,809.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BU (GT) FUNDING LLC
108 BAY STATE ROADBOSTONMA02215870773653INVESTMENTSDE$346,578$7,068,000BU TRUSTEES
PLEASANT VENTURES REALTY TRUST
125 BAY STATE ROADBOSTONMA02215043006700REAL ESTATEMA$2,087,702$15,416,130BU TRUSTEES
SCARLET CASTLE BRR-I LLC
ONE SILBER WAYBOSTONMA02215821985611INVESTMENTSMA-$231,900$614,836BU TRUSTEES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BOSTON EMERGENCY PHYSICIAN FOUNDATION
860 HARRISON AVENUEBOSTONMA02118043286156MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BOSTON REHABILITATION MED ASSOC INC
732 HARRISON AVENUE SUITE 511BOSTONMA02118043286641MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BOSTON UNIVERSITY EYE ASSOCIATES INC
2005 BAY STREET SUITE 201TAUNTONMA02780043137333MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BOSTON UNIVERSITY FAMILY MEDICINE INC
1 BOSTON MEDICAL CENTER DOWLING 5BOSTONMA02118043354353MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BOSTON UNIVERSITY DERMATOLOGY INC
609 ALBANY STREETBOSTONMA02118043335166MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU DERMATOLOGY SUPPORT SERVICES I INC
609 ALBANY STREETBOSTONMA02118043452877MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU DERMATOLOGY SUPPORT SERVICES II INC
609 ALBANY STREETBOSTONMA02118043452874MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU CARDIAC & THORACIC SURGICAL FDN INC
88 EAST NEWTON STREETBOSTONMA02118042966416MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU GENERAL SURGICAL ASSOCIATES INC
88 EAST NEWTON STREET SUITE C500BOSTONMA02118043265008MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU MALLORY PATHOLOGY ASSOCIATES INC
670 ALBANY STREET 3RD FLOORBOSTONMA02118042794543MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU MEDICAL CENTER ANESTHESIOLOGISTS INC
88 EAST NEWTON STREETBOSTONMA02118043276227MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU MEDICAL CENTER RADIOLOGISTS INC
820 HARRISON AVENUE FGH BLDGBOSTONMA02118043283573MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU MEDICAL CENTER UROLOGISTS INC
725 ALBANY STREET SHAPIRO 3BBOSTONMA02118043286643MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU NEUROLOGY ASSOCIATES INC
72 EAST CONCORD STREET C3BOSTONMA02118043428462MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU NEUROSURGICAL ASSOCIATES INC
72 EAST CONCORD STREET C3BOSTONMA02118043296068MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU OBSTETRICS & GYNECOLOGY FDN INC
85 EAST CONCORD STREET 6TH FLOORBOSTONMA02118043067465MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU ORTHOPAEDIC SURGICAL ASSOCIATES INC
720 HARRISON AVENUE SUITE 808BOSTONMA02118043354360MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU PLASTIC SURGERY ASSOCIATES INC
720 HARRISON AVENUE DOB 9TH FLOORBOSTONMA02118043555478MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU PSYCHIATRY ASSOCIATES INC
85 EAST NEWTON STREET SUITE 802BOSTONMA02118043355267MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU RADIATION ONCOLOGY INC
1 BOSTON MEDICAL CENTER PLACEBOSTONMA02118810716773MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
BU SURGICAL ASSOCIATES INC
88 EAST NEWTON STREETBOSTONMA02118043291148MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
CHILD HEALTH FOUNDATION OF BOSTON INC
771 ALBANY STREET DOWLING 3 SOUTHBOSTONMA02118042472758MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
EVANS MEDICAL FOUNDATION INC
88 EAST NEWTON STREETBOSTONMA02118510172171MEDICINEMA501(C)(3)LINE 12C, III-FIN/A0
FACULTY PRACTICE FOUNDATION INC
660 HARRISON AVENUE 3RD FLOORBOSTONMA02118043289381MEDICINEMA501(C)(3)LINE 12B, IIN/A0
BU MEDICAL CENTER OTOLARYNGOLOGIC FDN
820 HARRISON AVENUEBOSTONMA02118043156471HEALTHCAREMA501(C)(3)LINE 12C, III-FIN/A0
MERCOND INC
881 COMMONWEALTH AVENUEBOSTONMA02215043099628HOLDING COMPANYMA501(C)(2)Yes (1)BU TRUSTEES
THE MASS GREEN HIGH PERF COMPUTING CTR
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139273014805RESEARCH CENTERMA501(C)(3)LINE 12A, IN/A0
MGHPCC HOLYOKE INC
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139452257442RESEARCH CENTERMA501(C)(3)LINE 12A, IN/A0
BOSTON UNIVERSITY (USA) LONDON CHARITY
EDUCATIONAL SUPPORTYes (1)BU TRUSTEES5-10 ST PAULS CHURCHYARDLONDONUKEC4M 8ALUK
BOSTON UNIVERSITY FOUNDATION - INDIA
EDUCATIONAL SUPPORTYes (1)BU TRUSTEESS-505 LGF GREATER KAILASH-11NEW DELHIIN110048IN

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdUBI Code VUBICodeVAmt
EUSA LLP
1A QUEENSBERRY PLACESOUTH KENSINGTONLONDONUKSW7 2DLEDUCATIONUKBU EUREUSA UKRELATED$303,129$1,455,721001.00000
BRIGHTSTAR CAPITAL PARTNERS INFRASERV LP
INVESTMENTSBUUNRELATED$85,893$1,041,442000.584509859 BIG BEND BLVD SUITE 202ST LOUISMO63122842093170MO$85,892

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACd
520 COMMONWEALTH AVENUE REAL ESTATE CORP
881 COMMONWEALTH AVENUEBOSTONMA02215042272027HOLDING COMPANYMABU TRUSTEESC$44,2051.00000Yes (1)
660 CORPORATION
881 COMMONWEALTH AVENUEBOSTONMA02215042787737CONVENIENCE STOREMA520 CORPC$6,772,6451.00000Yes (1)$3,894,815
AKEAH INC
881 COMMONWEALTH AVENUEBOSTONMA02215043003380EDUCATIONAL SUPPORTMA520 CORPC$424,4291.00000Yes (1)$301,525
BOSTON UNIVERSITY (USA) EUROPE LIMITED
EDUCATIONAL SUPPORTBU (USA) LONDONC$2,262,8641.00000Yes (1)43 HARRINGTON GARDENSLONDONUKSW7 4JUUK
EUSA (UK) LIMITED
EDUCATIONAL SUPPORTBU (USA) LONDONC$5,0931.00000Yes (1)43 HARRINGTON GARDENSLONDONUKSW7 4JUUK
SCARLET CASTLE TIR-I LLC
881 COMMONWEALTH AVENUEBOSTONMA02215843380977INVESTMENTMAC$68,8121.00000Yes (1)-$6,734N/A
CHARITABLE REMAINDER TRUSTS - MA (13)
SUPPORTMABU TRUSTEEST0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
660 CORPORATION
A$414,006ACTUAL PAYMENT
660 CORPORATION
L$100,000ACTUAL PAYMENT
660 CORPORATION
S$2,953,293ACTUAL PAYMENT
AKEAH INC
R$300,000ACTUAL PAYMENT
BOSTON UNIVERSITY USA (EUROPE) LIMITED
A$649,867ACTUAL PAYMENT
EUSA LLP
A$90,983ACTUAL PAYMENT
EUSA LLP
D$450,050ACTUAL PAYMENT
EUSA LLP
M$711,496ACTUAL PAYMENT
EUSA LLP
O$187,058ACTUAL PAYMENT