2025-05-14T16:52:15-05:00 2024-06-30 135565207 KPMG LLP 60 SOUTH STREET TWO FINANCIAL CENTER BOSTON MA 02111 990 2023-07-01 042103547 TRUSTEES OF BOSTON UNIVERSITY TRUS 6173532290 881 COMMONWEALTH AVE 4TH FL BOSTON MA 022151303 NICOLE TIRELLA SVP, CFO,& TREASURER 6173532290 2025-05-13 1 0 SHYAMALEE JOSEPH P01085371 6179881000 2025-05-09 2023 2025-03-06 01:10:19Z MELISSA L GILLIAM ONE SILBER WAY BOSTON MA 02215 5509489125 0 X HTTP://WWW.BU.EDU X 1869 MA SEE SCHEDULE O 32 30 28825 47 31413875 0 838648817 709188163 2315011757 2399893218 125603011 117067805 31645471 31414164 3310909056 3257563350 821349638 858377304 0 0 1422252179 1525335232 563534 528998 40652143 762275546 811718277 3006440897 3195959811 304468159 61603539 8318947751 8486418500 2667349409 2530552719 5651598342 5955865781 X SEE SCHEDULE O 0 0 1904609773 740226364 2004630977 SEE SCHEDULE O 422099297 118150940 21206753 RESEARCH - 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. 361933332 0 374055488 AUXILIARIES - 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. 214909646 0 0 OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS. 214909646 0 0 2903552048 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 X 40346 0 1 28825 1 1 1 1 AS BE EI FR GM IT SP SZ UK 0 0 0 1 1 1 1 0 0 0 1 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AK CA HI KY MD MA MI NH NY ND OR SC X X BRIAN DONALDSON 6173532290 881 COMMONWEALTH AVENUE 4TH FLOOR BOSTON MA 022151303 X ROBERT A BROWN PRESIDENT (UNTIL 7/31/23) 55.00 1.00 X X 3081898 0 210394 KENNETH W FREEMAN INTERIM PRES (8/1/23 - 6/30/24) 55.00 1.00 X X 971647 0 59621 KEVIN E SMITH TRUSTEE (AS OF 6/1/24) & PROFESSOR 55.00 0.00 X 224070 0 36562 KIMBERLY AS HOWARD TRUSTEE (UNTIL 5/31/24) & PROFESSOR 55.00 0.00 X 159931 0 19000 MAUREEN ALPHONSE-CHARLES TRUSTEE 3.00 0.00 X 0 0 0 CASSANDRA M CLAY TRUSTEE 3.00 0.00 X 0 0 0 CYNTHIA R COHEN TRUSTEE 3.00 0.00 X 0 0 0 SHAMIM A DAHOD TRUSTEE 3.00 0.00 X 0 0 0 NATHANIEL DALTON TRUSTEE 3.00 0.00 X 0 0 0 AHMASS L FAKAHANY TRUSTEE 3.00 0.00 X 0 0 0 MAURICE R FERRE TRUSTEE 3.00 0.00 X 0 0 0 SANDRA A FRAZIER TRUSTEE 3.00 0.00 X 0 0 0 MICHAEL D FRICKLAS TRUSTEE 3.00 0.00 X 0 0 0 RYAN K ROTH GALLO TRUSTEE 3.00 0.00 X 0 0 0 RICHARD C GODFREY TRUSTEE 3.00 0.00 X 0 0 0 ANTONIO G GOMES TRUSTEE (AS OF 12/7/23) 3.00 0.00 X 0 0 0 CAROLYN HESSLER-RADELET TRUSTEE 3.00 0.00 X 0 0 0 RAJEN A KILACHAND TRUSTEE 3.00 0.00 X 0 0 0 RANCH C KIMBALL TRUSTEE 3.00 0.00 X 0 0 0 ANTOINETTE R LEATHERBERRY TRUSTEE 3.00 0.00 X 0 0 0 KENNETH LIN TRUSTEE 3.00 0.00 X 0 0 0 JOSEPH LOSCALZO TRUSTEE 3.00 0.00 X 0 0 0 KEVIN MERIDA TRUSTEE 3.00 0.00 X 0 0 0 RUTH A MOORMAN TRUSTEE 3.00 0.00 X 0 0 0 ALICIA C MULLEN TRUSTEE 3.00 0.00 X 0 0 0 REBECCA NORLANDER TRUSTEE 3.00 0.00 X 0 0 0 JONATHAN PRIESTER TRUSTEE 3.00 0.00 X 0 0 0 RICHARD D REIDY TRUSTEE (UNTIL 9/14/23) 3.00 0.00 X 0 0 0 SHARON G RYAN TRUSTEE (UNTIL 9/14/23) 3.00 0.00 X 0 0 0 SD SHIBULAL TRUSTEE 3.00 0.00 X 0 0 0 HUGO X SHONG TRUSTEE 3.00 0.00 X 0 0 0 KENNETH Z SLATER TRUSTEE 3.00 0.00 X 0 0 0 MALEK SUKKAR TRUSTEE 3.00 0.00 X 0 0 0 NINA C TASSLER TRUSTEE (UNTIL 9/14/23) 3.00 0.00 X 0 0 0 ELIZABETH C THORS TRUSTEE 3.00 0.00 X 0 0 0 PETER L WEXLER TRUSTEE 3.00 0.00 X 0 0 0 STEPHEN M ZIDE TRUSTEE 3.00 0.00 X 0 0 0 GARY W NICKSA SR VP, CFO, TREAS (UNTIL 12/31/23) 55.00 1.00 X 735715 0 68750 ERIKA GEETTER SR VP, GEN COUNSEL, SECRETARY 55.00 0.00 X 746329 0 41161 NICOLE TIRELLA SR VP, CFO, & TREAS (AS OF 1/1/24) 55.00 1.00 X 282582 0 54722 JEAN MORRISON UNIVERSITY PROVOST (UNTIL 6/30/23) 55.00 0.00 X 1670350 0 146919 KAREN H ANTMAN MD MEDICAL CAMPUS PROVOST 55.00 4.00 X 1057855 0 38767 KENNETH R LUTCHEN INTERIM UNI PROVOST (7/1/23-6/30/24) 55.00 0.00 X 729185 0 75245 DEREK HOWE SR VP OPS, ASSISTANT TREASURER 55.00 1.00 X 562659 0 61027 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 55.00 0.00 X 1796153 0 68061 DAVID COLEMAN PROFESSOR & PHYSICIAN 0.00 0.00 X 0 1652000 0 TONY TANNOURY PROFESSOR & PHYSICIAN 0.00 55.00 X 0 1416607 124629 CLARISSA C HUNNEWELL CHIEF INVESTMENT OFFICER 55.00 0.00 X 1412646 0 60122 CHADI TANNOURY PROFESSOR & PHYSICIAN 0.00 55.00 X 0 1305924 58555 13431020 4374531 1123535 4419 0 1 0 SUFFOLK CONSTRUCTION COMPANY INC 65 ALLERTON STREET BOSTON MA 02119 CONSTRUCTION 29769295 ARAMARK FOOD AND SUPPORT SERVICES INC 775 COMMONWEALTH AVENUE BOSTON MA 02115 FOOD & HOSPITALITY 24432028 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 23484456 SHAWMUT WOODWORKING & SUPPLY INC 560 HARRISON AVENUE BOSTON MA 02118 CONSTRUCTION 20372112 DELOITTE 4022 SELLS DRIVE HERMITAGE TN 37076 CONSULTING 17806538 408 726103 448716865 259745195 70746403 709188163 TUITION AND FEES 900099 2004630977 2004630977 AUX SALES & SERVICES 900099 374055488 374055488 NON-GOVERNMENT GRANTS 900099 21206753 21206753 2399893218 86922158 3689943 83232215 2896917 2896917 15662632 11618912 4043720 4043720 4043720 2269763979 2239618332 30145647 30145647 3330829 26814818 768955 726103 688531 80424 80424 REAL ESTATE AND RENTAL 530000 16056641 16056641 OTHER SERVICES 810000 4430294 4430294 ARTS, ENTERTAINMENT, A 710000 1619625 1619625 2286543 2286543 24393103 3257563350 2399893218 31413875 117068094 92067463 92067463 717069629 717069629 49240212 49240212 11014561 10032384 699172 283005 715040 715040 1153638542 1022249348 107864674 23524520 97925835 86772951 9156021 1996863 166108495 147190211 15531068 3387216 95932759 85006869 8969669 1956221 4127759 4127759 1142390 1142390 353350 353350 528998 528998 2350037 2350037 161720242 122032019 36502174 3186049 15321049 13610637 1578709 131703 50976258 38241858 10849129 1885271 61807122 55818250 5726123 262749 1312476 1312476 234510594 204249398 30249636 11560 41719601 37302668 1448420 2968513 13151748 11942391 742957 466400 157983296 149613003 8365247 5046 10018866 4789779 5229087 RESEARCH & LAB SUPPLIES 35455096 35455096 BOOKS & PERIODICALS 10319967 10319967 DUES & MEMBERSHIPS 6572807 5362662 1175928 34217 EDUCATIONAL SERVICES 8183 8183 2867436 2796204 47420 23812 3195959811 2903552048 251755620 40652143 226808108 219732441 268375810 154330448 239495786 240385921 800000 1700000 9795181 10090165 46682777 49816480 5491274962 2439486072 3051602411 3051788890 1826783000 1891701000 2541525384 2773223578 107079294 93649577 8318947751 8486418500 265751166 224872178 299240853 274394052 1071600000 1052380000 663939741 668146247 366817649 310760242 2667349409 2530552719 X 3487876835 3651384781 2163721507 2304481000 5651598342 5955865781 8318947751 8486418500 X 61603539 222719407 19944493 X 0 1 X 1 1 1 X 572381320 671730194 752663973 838648817 709188163 3544612467 572381320 671730194 752663973 838648817 709188163 3544612467 68691882 3475920585 75817833 44974798 51037723 78094116 101791764 351716234 4672170 3902235 6642090 15216495 3911545196 10698684905 0.88860 0.88450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 536901 0 1 536901 0 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. X X X X EDUCATION 0 3138326000 189445092 312282854 31380051 70074724 9975171 3528624000 2973352000 127308419 138932059 27639048 65327653 8299777 3138326000 3392513000 62460046 -387169121 25075971 59489634 9886320 2973352000 2421115000 80427257 981004273 23693212 56172716 10167602 3392513000 2292537000 42034734 169262496 22071059 53098001 7550170 2421115000 0.42200 0.28990 0.28810 1 0 11996440 224302342 236298782 140536986 4227795145 1803412498 2564919633 27588258 68083375 66207615 29464018 2975360 491739713 316234361 178480712 296257343 253631598 42625745 3051788890 ALTERNATIVES-HEDGE 1078351934 F ALTERNATIVES-NATURAL RESOURCES 51886331 F ALTERNATIVES-PRIVATE 1128009117 F NON-MARKETABLE ALTERNATIVES 13772504 F ALTERNATIVES - REAL ESTATE 494135528 F RESIDUAL ASSET NOTE RECEIVABLE 7068164 F 2773223578 ANNUITIES PAYABLE 6277558 FINANCE LEASE OBLIGATION 63094837 OPERATING LEASE OBLIGATION 98876922 FEDERAL LOAN ADVANCES 14748970 COND. ASSET RETIREMENT OBLIGATION 10545769 POST-RETIREMENT OBLIGATION 1661345 FV OF INT. RATE EXCHANGE AGREEMENT 115554841 310760242 X 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE 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. 1 CENTRAL AMERICA AND THE CARIBBEAN FUNDRAISING 6094 EAST ASIA AND THE PACIFIC FUNDRAISING 374298 EUROPE (INCLUDING ICELAND AND GREENLAND) FUNDRAISING 316983 MIDDLE EAST AND NORTH AFRICA FUNDRAISING 57436 NORTH AMERICA FUNDRAISING 74573 RUSSIA AND NEIGHBORING STATES FUNDRAISING 11 SOUTH AMERICA FUNDRAISING 9641 SOUTH ASIA FUNDRAISING 13020 SUB-SAHARAN AFRICA FUNDRAISING 2334 CENTRAL AMERICA AND THE CARIBBEAN GRANTMAKING 549641 EAST ASIA AND THE PACIFIC GRANTMAKING 2184428 EUROPE (INCLUDING ICELAND AND GREENLAND) GRANTMAKING 19648630 MIDDLE EAST AND NORTH AFRICA GRANTMAKING 62955 NORTH AMERICA GRANTMAKING 81553 SOUTH AMERICA GRANTMAKING 196538 SOUTH ASIA GRANTMAKING 1500864 SUB-SAHARAN AFRICA GRANTMAKING 1858870 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 729579201 EAST ASIA AND THE PACIFIC INVESTMENTS 22872122 EUROPE (INCLUDING ICELAND AND GREENLAND) INVESTMENTS 29663179 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 1000 NORTH AMERICA INVESTMENTS 17800170 SUB-SAHARAN AFRICA INVESTMENTS 25448928 CENTRAL AMERICA AND THE CARIBBEAN 2 PROGRAM SERVICES RESEARCH 248747 EAST ASIA AND THE PACIFIC 7 PROGRAM SERVICES RESEARCH 729649 EUROPE (INCLUDING ICELAND AND GREENLAND) 36 PROGRAM SERVICES RESEARCH 3528531 MIDDLE EAST AND NORTH AFRICA 2 PROGRAM SERVICES RESEARCH 153650 NORTH AMERICA 8 PROGRAM SERVICES RESEARCH 587370 RUSSIA AND NEIGHBORING STATES 2 PROGRAM SERVICES RESEARCH 42566 SOUTH AMERICA 8 PROGRAM SERVICES RESEARCH 309015 SOUTH ASIA 1 8 PROGRAM SERVICES RESEARCH 149000 SUB-SAHARAN AFRICA 7 PROGRAM SERVICES RESEARCH 1406712 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES SEMINAR 297499 EAST ASIA AND THE PACIFIC PROGRAM SERVICES SEMINAR 814825 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES SEMINAR 2099384 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES SEMINAR 193436 NORTH AMERICA PROGRAM SERVICES SEMINAR 426704 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES SEMINAR 17122 SOUTH AMERICA PROGRAM SERVICES SEMINAR 103400 SOUTH ASIA PROGRAM SERVICES SEMINAR 183849 SUB-SAHARAN AFRICA PROGRAM SERVICES SEMINAR 412161 EAST ASIA AND THE PACIFIC 2 42 PROGRAM SERVICES STUDY ABROAD 5965132 EUROPE (INCLUDING ICELAND AND GREENLAND) 11 217 PROGRAM SERVICES STUDY ABROAD 30182174 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES STUDY ABROAD 38261 NORTH AMERICA PROGRAM SERVICES STUDY ABROAD 6531 SOUTH AMERICA PROGRAM SERVICES STUDY ABROAD 168724 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDY ABROAD 172382 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STUDENT FINANCIAL AID 3062530 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDENT FINANCIAL AID 19763239 NORTH AMERICA PROGRAM SERVICES STUDENT FINANCIAL AID 30725 SOUTH AMERICA PROGRAM SERVICES STUDENT FINANCIAL AID 205327 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDENT FINANCIAL AID 94914 0 0 14 339 14 339 852056 922843972 923696028 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 3762027 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 2106250 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1963356 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1950463 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1564643 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1362709 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1329105 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 1235249 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 1014264 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 844321 WIRE 0 SOUTH ASIA RESEARCH 760436 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 716135 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 640507 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 542465 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 449003 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 429859 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 384575 WIRE 0 SOUTH ASIA RESEARCH 384157 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 362777 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 332801 CHECK 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 329874 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 307325 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 281974 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 270556 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 252347 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 218943 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 216840 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 212087 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 161059 WIRE 0 SOUTH ASIA RESEARCH 139345 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 138579 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 131966 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 121046 WIRE 0 SOUTH AMERICA RESEARCH 119452 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 95556 WIRE 0 SOUTH ASIA RESEARCH 83681 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 83554 WIRE 0 SOUTH AMERICA RESEARCH 77086 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 74647 WIRE 0 MIDDLE EAST AND NORTH AFRICA RESEARCH 62954 WIRE 0 SOUTH ASIA RESEARCH 59826 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 55744 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 37992 CHECK 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 37800 WIRE 0 NORTH AMERICA RESEARCH 35669 CHECK 0 NORTH AMERICA RESEARCH 32541 WIRE AND CHECK 0 SOUTH ASIA RESEARCH 32145 WIRE 0 SOUTH ASIA RESEARCH 31532 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 28782 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 25140 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 25116 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 25110 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 24974 WIRE 0 SUB-SAHARAN AFRICA RESEARCH 24331 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 23026 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 16262 WIRE 0 NORTH AMERICA RESEARCH 13343 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 12500 WIRE 0 SOUTH ASIA RESEARCH 9741 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 7703 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 5142 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RESEARCH 5085 CHECK 0 29 33 STUDENT FINANCIAL AID EAST ASIA AND THE PACIFIC 133 3062530 TUITION COST STUDENT FINANCIAL AID EUROPE (INCLUDING ICELAND AND GREENLAND) 847 19763239 TUITION COST STUDENT FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 1 30725 TUITION COST STUDENT FINANCIAL AID SOUTH AMERICA 6 205327 TUITION COST STUDENT FINANCIAL AID SUB-SAHARAN AFRICA 3 94914 TUITION COST 1 0 1 1 1 1 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. 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WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 STATE GOVT 64688 0 RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE PO BOX 301418 FINANCIAL ADMIN DALLAS TX 75303 741761309 501(C)(3) 321894 0 RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE PO BOX 301418 FINANCIAL ADMIN DALLAS TX 75303 741586031 STATE GOVT 579168 0 RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN ME PO BOX 841765 DALLAS TX 75284 756002868 501(C)(3) 13393 0 RESEARCH UNIVERSITY OF UTAH 201 SOUTH PRESIDENTS CIRCLE ROOM 406 GRANT SALT LAKE CITY UT 84112 876000525 STATE GOVT 271812 0 RESEARCH UNIVERSITY OF VERMONT & STATE AGRIC PO BOX 1389 WILLISTON VT 05495 030179440 501(C)(3) 131365 0 RESEARCH UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 60693 916001537 501(C)(3) 694724 0 RESEARCH UNIVERSITY OF WISCONSIN DRAWER 538 GAR ACCT OFFICE FOR RE MILWAUKEE WI 53278 391805963 STATE GOVT 140022 0 RESEARCH UNIVERSITY SYSTEM OF NEW HAMPSHIRE 51 COLLEGE ROAD SERV BUILD RM 109 DURHAM NH 03824 026000937 501(C)(3) 82196 0 RESEARCH UT MD 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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. X X X 1 1 X X X X X 1 1 0 0 0 1 0 1 0 ROBERT A BROWN PRESIDENT (UNTIL 7/31/23) 1604994 0 900000 0 576904 0 38268 0 172126 0 3292292 0 225250 0 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 534263 0 1103048 0 158842 0 38268 0 29793 0 1864214 0 0 0 JEAN MORRISON UNIVERSITY PROVOST (UNTIL 6/30/23) 1129259 0 0 0 541091 0 38268 0 108651 0 1817269 0 112500 0 DAVID COLEMAN PROFESSOR & PHYSICIAN 0 0 0 0 0 1652000 0 0 0 0 0 1652000 0 0 TONY TANNOURY PROFESSOR & PHYSICIAN 0 1412221 0 0 0 4386 0 38268 0 86361 0 1541236 0 0 CLARISSA C HUNNEWELL CHIEF INVESTMENT OFFICER 867540 0 538584 0 6522 0 38268 0 21854 0 1472768 0 0 0 CHADI TANNOURY PROFESSOR & PHYSICIAN 0 1304802 0 0 0 1122 0 28368 0 30187 0 1364479 0 0 KAREN H ANTMAN MD MEDICAL CAMPUS PROVOST 1049400 0 0 0 8455 0 38268 0 499 0 1096622 0 0 0 KENNETH W FREEMAN INTERIM PRES (8/1/23 - 6/30/24) 962115 0 0 0 9532 0 38268 0 21353 0 1031268 0 0 0 GARY W NICKSA SR VP, CFO, TREAS (UNTIL 12/31/23) 729112 0 0 0 6603 0 38268 0 30482 0 804465 0 0 0 KENNETH R LUTCHEN INTERIM UNI PROVOST (7/1/23-6/30/24) 722651 0 0 0 6534 0 38268 0 36977 0 804430 0 0 0 ERIKA GEETTER SR VP, GEN COUNSEL, SECRETARY 740836 0 0 0 5493 0 38268 0 2893 0 787490 0 0 0 DEREK HOWE SR VP OPS, ASSISTANT TREASURER 561228 0 0 0 1431 0 38268 0 22759 0 623686 0 0 0 NICOLE TIRELLA SR VP, CFO, & TREAS (AS OF 1/1/24) 282293 0 0 0 289 0 24791 0 29931 0 337304 0 0 0 KEVIN E SMITH TRUSTEE (AS OF 6/1/24) & PROFESSOR 222795 0 0 0 1275 0 25777 0 10785 0 260632 0 0 0 KIMBERLY AS HOWARD TRUSTEE (UNTIL 5/31/24) & PROFESSOR 159712 0 0 0 219 0 17935 0 1065 0 178931 0 0 0 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 6 A 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 7 AS 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 I TONY 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 II 1) 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. A MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2 043431814 2015-09-30 162740000 REFUNDING 2005 BOND ISSUE 0 0 0 B MASS DEV FIN AGENCY - SERIES U1 U2 U3 U4 U5 U6 043431814 57583RWD3 2008-05-15 536365000 PARTIAL REF/CAP PROJ/PROP ACQ 1 0 0 C MASS DEV FIN AGENCY - SER BB-1 BB-2 BB-3 (2016) 043431814 57584XWV9 2016-11-08 231838996 CAP PROJ/ADV REF 2008 & 2009 BONDS 0 0 0 D MASS DEV FIN AGENCY - SERIES X (2013) 043431814 57583UVL9 2013-04-30 120736790 CAPITAL PROJECTS 0 0 0 A 162740000 162740000 1 0 1 1 B 158275000 50000000 539836174 848766 727358 202760050 335500000 2012 1 0 1 1 C 233015994 1035243 126236514 105744237 2018 1 0 1 1 D 86485000 120780965 734856 120046109 2015 0 0 1 1 A 0 1 1 1 1 1 0.00520 0.00520 0 0 1 B 0 1 1 1 1 1 0.00320 0.00320 0 0 1 C 0 0 1 1 1 1 0 0 1 D 0 1 1 1 1 1 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 1 1 SEE PART VI 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 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. A (2) MASS DEV FIN AGENCY - SER Y (2014) 043431814 57583UL89 2014-09-30 35000000 REFUNDING 2004 & 2009 BOND ISSUES 0 0 0 B MASS DEV FIN AGENCY - SER FF (2023) AND SER GG (2023) 043431814 57584Y5N5 2023-07-12 217370795 REFUNDING SERIES DD-1, DD-2, U5A, U5B & PARTIAL X (2019) 0 0 0 A 35000000 35000000 1 0 1 1 B 217370795 682819 216687976 1 0 1 1 A 0 1 1 1 1 1 0 0 1 B 0 1 1 1 1 1 0 0 1 A 0 0 1 0 1 1 MERRILL LYNCH 25.000000000000 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 ROBERT BROWN PART V PART V X 800000 800000 0 1 1 JEAN MORRISON PART V PART V X 500000 500000 0 1 1 KEN LUTCHEN PART V PART V X 400000 400000 0 1 1 1700000 VERNON SOLBERG SEE PART V 294936 EMPL. COMP 0 KEITH BROWN SEE PART V 216812 EMPL. COMP 0 J LAWFORD ANDERSON SEE PART V 203292 EMPL. COMP 0 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 X 1 1 INDEPENDENT APPRAISAL X 6774 INDEPENDENT APPRAISAL X 271 70052774 MEAN PRICE ON DATE X 3 11009 INDEPENDENT APPRAISAL X EQUIPMENT: MEDICAL, RESEARCH, EDUCATIONAL, ETC. 5 559043 INDEPENDENT APPRAISA X DONATED AUCTION ITEMS 13 92662 INDEPENDENT APPRAISA X EVENT SUPPORT 4 24139 EVENT SUPPORT COST X SOFTWARE 1 1 INDEPENDENT APPRAISA 1 0 1 1 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. 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 1A WITH 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 11B UPON 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 12C ALL 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 15 EACH 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 19 THE 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. 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