WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-05
IRS object ID: 202211259349303036
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-05T19:30:27-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HORAN	PersonNm
Person Title	EXECUTIVE VP & CFO	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2022-05-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

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

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LAURIN LESHIN	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$402,846,330	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WPI.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY (CONTINUED ON SCHEDULE O)THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	3944	TotalEmployeeCnt
Total Volunteers	260	TotalVolunteersCnt
Total Gross UBI	-$672,259	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$33,087,495	PYContributionsGrantsAmt
CY Contributions Grants	$32,507,077	CYContributionsGrantsAmt
PY Program Service Revenue	$349,848,582	PYProgramServiceRevenueAmt
CY Program Service Revenue	$361,959,356	CYProgramServiceRevenueAmt
PY Investment Income	$1,456,013	PYInvestmentIncomeAmt
CY Investment Income	$3,458,369	CYInvestmentIncomeAmt
PY Other Revenue	$104,845	PYOtherRevenueAmt
CY Other Revenue	$228,159	CYOtherRevenueAmt
PY Total Revenue	$384,496,935	PYTotalRevenueAmt
CY Total Revenue	$398,152,961	CYTotalRevenueAmt
PY Grants And Similar Paid	$99,872,101	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$109,923,528	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$179,829,113	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$164,629,912	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$365,178	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$102,453	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,766,698	CYTotalFundraisingExpenseAmt
PY Other Expenses	$110,865,892	PYOtherExpensesAmt
CY Other Expenses	$123,858,726	CYOtherExpensesAmt
PY Total Expenses	$390,932,284	PYTotalExpensesAmt
CY Total Expenses	$398,514,619	CYTotalExpensesAmt
PY Revenues Less Expenses	-$6,435,349	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$361,658	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,164,375,963	TotalAssetsBOYAmt
Total Assets EOY	$1,309,104,658	TotalAssetsEOYAmt
Total Liabilities BOY	$512,554,819	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$505,144,441	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$651,821,144	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$803,960,217	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O) THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$280,779,032	ExpenseAmt
Grant	$103,186,718	GrantAmt
Revenue	$321,125,623	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 4,900 UNDERGRADUATE AND 2,000 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 1,900 STUDENTS. DURING FISCAL YEAR 2021, THE UNIVERSITY AWARDED 1,016 BACHELOR, 742 MASTER AND 62 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$38,390,621	ExpenseAmt
Grant	$6,736,810	GrantAmt
Revenue	$36,475,638	RevenueAmt
Desc	AT THE UNIVERSITY, 221 FACULTY AND POST DOC RESEARCHERS, AND 546 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$5,313,830	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$4,358,095	RevenueAmt
Desc	THE UNIVERSITY'S GRADUATE STUDIES DIVISION PROVIDES TAILOR-MADE PROGRAMS TO APPROXIMATELY 370 STUDENTS, MAINLY AT CORPORATE STUDENT SITES, USING INDUSTRY EXPERTS AND DEDICATED PROGRAM SUPPORT STAFF. THIS PRACTICAL APPROACH ADDS VALUE BY PROVIDING CLIENTS WITH KNOWLEDGE AND SKILLS THAT CAN BE DIRECTLY APPLIED TO THEIR REAL-WORLD JOB CHALLENGES. ADDITIONALLY DURING FISCAL YEAR 2021, APPROXIMATELY 535 INDIVIDUALS PARTICIPATED IN ONE OR MORE PROFESSIONAL WORKSHOPS OR SHORT COURSES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$324,483,483	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	7746	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3944	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	5088315000	PhoneNum

US Address USAddress

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

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN MOLLEN
CHAIRMAN	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JOYCE KLINE
VICE CHAIRMAN & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
ANDREW ABERDALE
VICE CHAIRMAN & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JOSEPH ADAMS
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MICHAEL ASPINWALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JAMES BAUM
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LORRAINE BOLSINGER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LINWOOD BRADFORD
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MICHAEL DOLAN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
HENRY FITZGERALD
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
WILLIAM FITZGERALD
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LAURIE LESHIN
PRESIDENT	40.00	1.00	Yes (X)	Yes (X)	$990,672	$0	$163,219
MARNI HALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ROBERT HART
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JEREMY HITCHCOCK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DEBORA JACKSON
TRUSTEE (THRU 12/2020)	2.00	0.00	Yes (X)		$0	$0	$0
STUART KAZIN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
CARL KILMER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DAVID LAPRE
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
FRANCESCA MALTESE
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ROBERT MARTIN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ERICA MASON
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NEIL MCDONOUGH
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LINDA MCGOLDRICK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
GEORGE OLIVER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARK O'NEIL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
KAREN TEGAN PADIR
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARK RUSSELL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
STEPHEN RUSCKOWSKI
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JOAN BOLDUC SZKUTAK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DOROTHEA WONG
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JEFFREY SOLOMON
TREASURER, EXECUTIVE VP, CFO	40.00	1.00		Yes (X)	$493,020	$0	$59,483
DAVID BUNIS
SECRETARY & GENERAL COUNSEL	40.00	0.00		Yes (X)	$449,315	$0	$34,046
PATRICK HITCHCOCK
ASSOC TREASURER & CONTROLLER	40.00	1.00		Yes (X)	$141,207	$0	$40,761
KYLE SIEGEL
ASST. SECRETARY & EXEC. DIR.	40.00	0.00		Yes (X)	$104,365	$0	$31,414
WINSTON SOBOYEJO
PROVOST	40.00	0.00			$443,922	$0	$110,473	Yes (X)
PHILIP CLAY
VP STUDENT AFFAIRS	40.00	0.00			$307,518	$0	$37,402	Yes (X)
AMY MORTON
VP AND CHIEF OF STAFF	40.00	0.00			$273,603	$0	$48,024	Yes (X)
NIKOLAS GATSONIS
PROF&DEPT HEAD AEROSPACE ENGINEERING	40.00	0.00			$251,454	$0	$134,616		Yes (X)
WILLIAM MCAVOY
VP UNIVERSITY ADVANCEMENT	40.00	0.00			$571,124	$0	$46,791		Yes (X)
JEAN KING
DEAN OF ARTS & SCIENCES	40.00	0.00			$349,395	$0	$53,323		Yes (X)
JAMAL YAGOOBI
DEPT HEAD MECHANICAL ENG	40.00	0.00			$353,091	$0	$61,668		Yes (X)
BRAJENDRA MISHRA
PROFESSOR - MECHANICAL ENG	40.00	0.00			$330,984	$0	$52,757		Yes (X)
STEPHEN FLAVIN
FORMER VP ACAD & CORP DEV	0.00	0.00			$207,747	$0	$0			Yes (X)
BRUCE BURSTEN
CHEMISTRY PROFESSOR	40.00	0.00			$241,007	$0	$29,179			Yes (X)
MICHELLE JONES-JOHNSON
VP FOR TALENT DEVELOPMENT/CDO	40.00	0.00			$281,294	$0	$51,105			Yes (X)
STEPHANIE PASHA
FORMER AVP & CHIEF OF STAFF	40.00	0.00			$142,534	$0	$23,027			Yes (X)
KRISTIN TICHENOR
FORMER SVP ENROL MGMT	0.00	0.00			$247,272	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,179,524	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$977,288	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	416	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONSIGLI CONSTRUCTION COMPANY INC
72 SUMNER STREET	MILFORD	MA	01757	CONSTRUCTION	$28,185,511
THE BROAD INSTITUTE
415 MAIN STREET	CAMBRIDGE	MA	02142	PROFESSIONAL SVCS	$6,734,375
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUE	BOSTON	MA	02118	CONSTRUCTION	$6,001,674
CUTLER ASSOCIATES INC
BOX 15049	WORCESTER	MA	01615	CONSTRUCTION	$3,560,538
GENSLER
2 HARRISON STREET SUITE 400	SAN FRANSISCO	CA	94105	PROFESSIONAL SVCS	$2,684,576

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	105	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,485,000	GovernmentGrantsAmt
All Other Contributions	$31,022,077	AllOtherContributionsAmt
Noncash Contributions	$5,488,907	NoncashContributionsAmt
Total Contributions	$32,507,077	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$292,045,181	$292,045,181
SPONSORED RESEARCH	611710	$36,475,638	$36,475,638
AUXILIARY OPERATIONS	611710	$27,874,606	$27,874,606
OTHER EDUC. OPERATIONS	611710	$4,565,525	$4,565,525
OTHER OPER. SOURCES	611710	$998,406	$990,666	$7,740

Field	Value	IRS element (for citing)
Total Program Service Revenue	$361,959,356	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,447,093	TotalRevenueColumnAmt
Unrelated Business Revenue	-$679,999	UnrelatedBusinessRevenueAmt
Exclusion	$4,127,092	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$223,551	TotalRevenueColumnAmt
Exclusion	$223,551	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,704,645	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,693,369	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,276	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,276	TotalRevenueColumnAmt
Exclusion	$11,276	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	GAIN INT RATE AGREEMNT	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,608	TotalRevenueColumnAmt
Exclusion	$4,608	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,608	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$398,152,961	TotalRevenueColumnAmt
Related Or Exempt Func Income	$361,951,616	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$672,259	UnrelatedBusinessRevenueAmt
Exclusion	$4,366,527	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,798,485	TotalAmt
Program Services	$6,798,485	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$103,105,807	TotalAmt
Program Services	$103,105,807	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$19,236	TotalAmt
Program Services	$19,236	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,273,818	TotalAmt
Program Services	$439,515	ProgramServicesAmt
Management And General	$3,141,482	ManagementAndGeneralAmt
Fundraising	$1,692,821	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$193,633	TotalAmt
Fundraising	$193,633	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$127,427,152	TotalAmt
Program Services	$96,825,189	ProgramServicesAmt
Management And General	$26,895,329	ManagementAndGeneralAmt
Fundraising	$3,706,634	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,119,743	TotalAmt
Program Services	$6,009,347	ProgramServicesAmt
Management And General	$1,817,207	ManagementAndGeneralAmt
Fundraising	$293,189	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,295,359	TotalAmt
Program Services	$6,027,457	ProgramServicesAmt
Management And General	$8,269,893	ManagementAndGeneralAmt
Fundraising	$998,009	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,320,207	TotalAmt
Program Services	$6,157,708	ProgramServicesAmt
Management And General	$1,862,071	ManagementAndGeneralAmt
Fundraising	$300,428	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,721,953	TotalAmt
Program Services	$2,429	ProgramServicesAmt
Management And General	$1,719,524	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$293,350	TotalAmt
Management And General	$293,350	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$189,030	TotalAmt
Management And General	$189,030	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$102,453	TotalAmt
Fundraising	$102,453	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,226,713	TotalAmt
Management And General	$1,226,713	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$23,589,974	TotalAmt
Program Services	$21,566,559	ProgramServicesAmt
Management And General	$1,898,767	ManagementAndGeneralAmt
Fundraising	$124,648	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,157,818	TotalAmt
Program Services	$1,013,150	ProgramServicesAmt
Management And General	$143,106	ManagementAndGeneralAmt
Fundraising	$1,562	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,825,784	TotalAmt
Program Services	$1,891,923	ProgramServicesAmt
Management And General	$805,436	ManagementAndGeneralAmt
Fundraising	$128,425	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,042,427	TotalAmt
Program Services	$1,102,296	ProgramServicesAmt
Management And General	$5,786,659	ManagementAndGeneralAmt
Fundraising	$153,472	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,426,002	TotalAmt
Program Services	$9,843,291	ProgramServicesAmt
Management And General	$1,582,711	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$279,220	TotalAmt
Program Services	$239,331	ProgramServicesAmt
Management And General	$36,336	ManagementAndGeneralAmt
Fundraising	$3,553	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$462,186	TotalAmt
Program Services	$410,123	ProgramServicesAmt
Management And General	$50,230	ManagementAndGeneralAmt
Fundraising	$1,833	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,428,604	TotalAmt
Program Services	$10,163,066	ProgramServicesAmt
Management And General	$265,538	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,683,742	TotalAmt
Program Services	$24,246,272	ProgramServicesAmt
Management And General	$3,437,470	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,118,446	TotalAmt
Program Services	$108,153	ProgramServicesAmt
Management And General	$1,010,293	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS AND MAINTENANCE	$12,989,154	$12,299,466	$687,643	$2,045
RESEARCH AND TRAINING	$4,726,774	$4,422,571	$303,852	$351
LAB EQUIPMENT/SUPPLIES	$4,042,447	$3,079,934	$957,196	$5,317
BOOKS AND PERIODICALS	$2,452,320	$18,178	$2,432,193	$1,949

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,202,782	TotalAmt
Program Services	$8,693,997	ProgramServicesAmt
Management And General	$1,452,409	ManagementAndGeneralAmt
Fundraising	$56,376	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$398,514,619	TotalAmt
Program Services	$324,483,483	ProgramServicesAmt
Management And General	$66,264,438	ManagementAndGeneralAmt
Fundraising	$7,766,698	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$45,846,725	BOYAmt
EOY	$58,126,642	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,535,514	BOYAmt
EOY	$32,919,574	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,721,228	BOYAmt
EOY	$7,162,001	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$15,716,862	BOYAmt
EOY	$15,475,168	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,713,471	BOYAmt
EOY	$7,479,550	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$803,624,595	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$338,073,275	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$433,529,075	BOYAmt
EOY	$465,551,320	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$246,915,718	BOYAmt
EOY	$78,639,685	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$271,343,887	BOYAmt
EOY	$573,442,239	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$107,053,483	BOYAmt
EOY	$70,308,479	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,164,375,963	BOYAmt
EOY	$1,309,104,658	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$39,139,857	BOYAmt
EOY	$48,566,941	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$14,742,957	BOYAmt
EOY	$10,858,282	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$342,787,988	BOYAmt
EOY	$338,919,319	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$4,814,287	BOYAmt
EOY	$5,027,157	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$61,283,880	BOYAmt
EOY	$60,936,349	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$49,785,850	BOYAmt
EOY	$40,836,393	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$512,554,819	BOYAmt
EOY	$505,144,441	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$299,832,959	BOYAmt
EOY	$360,421,896	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$351,988,185	BOYAmt
EOY	$443,538,321	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$651,821,144	BOYAmt
EOY	$803,960,217	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,164,375,963	BOYAmt
EOY	$1,309,104,658	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$361,658	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$147,483,007	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,017,724	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,151,190	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,469,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,267,550	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,087,495	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,507,077	CurrentTaxYearAmt
Total	$121,482,391	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,151,190	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,469,079	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,267,550	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,087,495	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,507,077	CurrentTaxYearAmt
Total	$121,482,391	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$9,089,987	SubstantialContributorsTotAmt
Public Support Total170	$112,392,404	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,305,111	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,358,631	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,215,285	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,508,829	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,350,643	CurrentTaxYearAmt
Total	$32,738,499	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$63,465	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22,800	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,371	CurrentTaxYearMinus1YearAmt
Total	$112,636	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$154,333,526	TotalSupportAmt
Gross Receipts Rltd Activities	$1,668,803,468	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.72820	PublicSupportCY170Pct
Public Support PY170	0.63380	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS INCOME FROM GAMING - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 63,465. 2018 AMOUNT: $ 22,800. 2019 AMOUNT: $ 26,371. 2020 AMOUNT: $ 0.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$189,030	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$189,030	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$398,325,589	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$398,514,619	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$224,007	CurrentYearMinus3Amt
Current Year Minus2	$291,896	CurrentYearMinus2Amt
Current Year Minus1	$236,805	CurrentYearMinus1Amt
Current Year	$189,030	CurrentYearAmt
Total	$941,738	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$484,527,764	BeginningYearBalanceAmt
Contributions	$6,005,130	ContributionsAmt
Investment Earnings Or Losses	$33,375,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,616,870	GrantsOrScholarshipsAmt
Other Expenditures	$14,020,584	OtherExpendituresAmt
End Year Balance	$500,270,617	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$453,173,354	BeginningYearBalanceAmt
Contributions	$6,870,914	ContributionsAmt
Investment Earnings Or Losses	$48,215,959	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,804,243	GrantsOrScholarshipsAmt
Other Expenditures	$13,928,220	OtherExpendituresAmt
End Year Balance	$484,527,764	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.39000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.41900	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.19100	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,464,520	OtherCostOrOtherBasisAmt
Book Value	$11,464,520	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$554,395,218	OtherCostOrOtherBasisAmt
Depreciation	$241,571,818	DepreciationAmt
Book Value	$312,823,400	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,348,207	OtherCostOrOtherBasisAmt
Depreciation	$9,599,509	DepreciationAmt
Book Value	$9,748,698	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$121,328,269	OtherCostOrOtherBasisAmt
Depreciation	$86,901,948	DepreciationAmt
Book Value	$34,426,321	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$97,088,381	OtherCostOrOtherBasisAmt
Book Value	$97,088,381	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$465,551,320	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$320,257,126	F
FIXED INCOME FUNDS	$111,181,318	F
PRIVATE EQUITY FUNDS	$74,619,797	F
REAL ESTATE	$67,383,998	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$573,442,239	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
FUNDS UNDER BOND AGREEMENT	$50,611,724
BENEFICIAL INTEREST IN TRUSTS	$19,696,755

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$70,308,479	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITIES	$14,214,995
INTEREST RATE AGREEMENTS	$7,530,111
SPLIT INTEREST RATE AGREEMENTS	$7,199,499
FUNDS HELD FOR OTHERS	$5,622,245
REFUNDABLE GOVERNMENT LOAN FUNDS	$5,080,265
ASSET RETIREMENT OBLIGATIONS	$1,189,278

Field	Value	IRS element (for citing)
Total Liability	$40,836,393	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
PART III, LINE 4:	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
PART V, LINE 4:	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.7% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2021.
PART X, LINE 2:	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONS, OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A NOTICE OF NON-DISCRIMINATION ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION A

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	1	2	PROGRAM SERVICES	SEE PART V	$31,452
EAST ASIA AND THE PACIFIC	6	4	PROGRAM SERVICES	SEE PART V	$53,546
EUROPE (INCLUDING ICELAND & GREENLAND)	3	3	PROGRAM SERVICES	SEE PART V	$73,191
MIDDLE EAST AND NORTH AFRICA	1	1	PROGRAM SERVICES	SEE PART V	$30,674
RUSSIA AND NEIGHBORING STATES	0	0	PROGRAM SERVICES	SEE PART V	$5,143
SOUTH AMERICA	0	2	PROGRAM SERVICES	SEE PART V	$36,087
SUB-SAHARAN AFRICA	0	1	PROGRAM SERVICES	SEE PART V	$16,702
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		$65,842,572
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS		$11,960,470
SUB-SAHARAN AFRICA	0	0	GRANTMAKING		$19,236

Field	Value	IRS element (for citing)
Subtotal Offices	11	SubtotalOfficesCnt
Subtotal Employees	13	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	11	TotalOfficeCnt
Total Employee	13	TotalEmployeeCnt
Subtotal Spent	$66,089,367	SubtotalSpentAmt
Continuation Spent	$11,979,706	ContinuationSpentAmt
Total Spent	$78,069,073	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	SUPPLIES	TypeOfAssistanceTxt
Region	SUB-SAHARAN AFRICA	RegionTxt
Recipient	11	RecipientCnt
Cash Grant	$0	CashGrantAmt
Non Cash Assistance	$19,236	NonCashAssistanceAmt
Description Of Non Cash Asst	MEDICAL SUPPLIES	DescriptionOfNonCashAsstTxt
Valuation Method Used	COST	ValuationMethodUsedDesc

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. A CSS PROFILE IS ALSO REQUIRED FOR INCOMING STUDETNS. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.
PART I, LINE 3:	FOREIGN EXPENDITURES ARE SEPARATELY IDENTIFIED IN THE INSTITUTE'S BOOKS AND RECORDS.
PART III ACCOUNTING METHOD:
PART III:	DUE TO THE COVID-19 PANDEMIC, THERE WAS NO INTERNATIONAL STUDENT TRAVEL DURING THE FISCAL YEAR JUNE 30, 2021.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Activity	CAMPAIGN	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$102,453	RetainedByContractorAmt
Net To Organization	-$102,453	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$102,453	TotalRetainedByContractorsAmt
Total Net To Organization	-$102,453	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (43 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
A123 SYSTEMS LLC (WANXIANG)
39000 SEVEN MILE ROAD	LIVONIA	MI	48152	611247430	$11,004	RESEARCH
ACOUSTIC MEDSYSTEMS INC
208 BURWASH AVE	SAVOY	IL	61874	371365835	$199,916	RESEARCH
ALBANY MEDICAL CENTER
47 NEW SCOTLAND AVENUE	ALBANY	NY	12208	141641730	$150,005	RESEARCH	501(C)(3)
ASSISTMENTS FOUNDATION
482 SOUTHBRIDGE STREET 398	AUBURN	MA	01501	834228740	$1,537,361	RESEARCH	501(C)(3)
BATTERY RESOURCERS LLC
54 ROCKDALE STREET	WORCESTER	MA	01606	822222893	$31,071	RESEARCH
BOSTON ENGINEERING CORPORATION
300 BEAR HILL ROAD	WALTHAM	MA	02451	043271679	$306,329	OTHER
BOSTON UNIVERSITY
25 BUICK STREET SUITE 200	BOSTON	MA	02215	050258809	$177,400	RESEARCH	501(C)(3)
BRANDEIS UNIVERSITY
415 SOUTH STREET MS-116	WALTHAM	MA	02453	042103552	$8,396	RESEARCH	501(C)(3)
CARPE DIEM TECHNOLOGIES INC
34 SAXON STREET	FRANKLIN	MA	02038	421685991	$168,661	RESEARCH
DARTMOUTH-HITCHCOCK CLINIC
1 MEDICAL CENTER DRIVE	LEBANON	NH	03756	020222140	$21,275	RESEARCH	501(C)(3)
GENERAL ELECTRIC COMPANY
5 NECCO STREET	BOSTON	MA	02210	140689340	$103,589	RESEARCH
JOHN JAY COLLEGE OF CRIMINAL JUSTICE
524 W 59TH STREET	NEW YORK	NY	10019	131988190	$79,836	RESEARCH	501(C)(3)
JOHN HOPKINS UNIVERSITY
733 N BROADWAY STE 11	BALTIMORE	MD	21205	520595110	$9,371	RESEARCH	501(C)(3)
LEHIGH UNIVERSITY
17 MEMORIAL DRIVE EAST	BETHLEHEM	PA	18015	240795445	$84,984	RESEARCH	501(C)(3)
LESLEY UNIVERSITY
29 EVERETT STREET	CAMBRIDGE	MA	02138	042103589	$254,087	RESEARCH	501(C)(3)
MAINSTREAM ENGINEERING
200 YELLOW PLACE	ROCKLEDGE	FL	32955	592744408	$13,503	RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	042103594	$104,944	RESEARCH	501(C)(3)
MICROVAST INC
12603 SOUTHWEST FWY STE 210	STAFFORD	TX	77477	205704672	$47,857	RESEARCH
MISSOURI UNIV OF SCIENCE & TECH
300 W 12TH ST 202 CENTENIAL HALL	ROLLA	MO	65409	436003859	$69,561	RESEARCH	501(C)(3)
PURDUE UNIVERSITY
2200 169TH STREET	HAMMOND	IN	46323	356002041	$72,242	RESEARCH	501(C)(3)
REGENTS OF UNIV OF CALIF AT IRVINE
111 FRANKLIN STREET 6TH FLOOR	ROCKLEDGE	CA	94607	952226406	$548,640	RESEARCH	501(C)(3)
RICE UNIVERSITY
PO BOX 1892 MS16	HOUSTON	TX	77251	741109620	$79,651	RESEARCH	501(C)(3)
TEMPLE UNIVERSITY
1947 N 12TH STREET ROOM 815	PHILADELPHIA	PA	19122	231365971	$10,952	RESEARCH	501(C)(3)
TEXAS A&M ENGINEERING EXPERIMENT STATION
MEOB217 100 MECHANICAL ENG	COLLEGE STATION	TX	77843	741974733	$78,387	RESEARCH	501(C)(3)
THE LEARNING CENTER FOR THE DEAF
63 FOUNTAIN STREET SUITE 503	FRAMINGHAM	MA	01702	237064431	$97,791	RESEARCH	501(C)(3)
THE RECTOR & VISITORS OF UNIV OF VA
210 SPRIGG LN	CHARLOTTESVILLE	VA	22903	546001796	$25,903	RESEARCH	501(C)(3)
UNIV OF CALIFORNIA MERCED
5200 NORTH LAKE ROAD	MERCED	CA	95343	270093858	$92,260	RESEARCH	501(C)(3)
UNITED TECHNOLOGIES RESEARCH CENTER
411 SILVER LANE	EAST HARTFORD	CT	06118	060570975	$73,186	RESEARCH
UNIVERSITY OF ALABAMA
BOX 870104	TUSCALOOSA	AL	35487	636001138	$66,724	RESEARCH	GOVT
UNIVERSITY OF CALIFORNIA RIVERSIDE
1084 COLUMBIA AVE	RIVERSIDE	CA	92324	956006142	$109,188	RESEARCH	GOVT
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET	URBANA	IL	61801	037600051	$229,209	RESEARCH	GOVT
UNIVERSITY OF INDIANA
107 S INDIANA AVE	BLOOMINGTON	IN	47405	356001673	$142,492	RESEARCH	GOVT
UNIVERSITY OF MAINE
312 SHIBLES HALL	ORONO	ME	04469	016000769	$99,715	RESEARCH	GOVT
UNIVERSITY OF MASSACHUSETTS AMHERST
100 VENTURE WAY	HADLEY	MA	01035	043167352	$772,570	RESEARCH	GOVT
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT RD	DARTMOUTH	MA	02747	043167352	$53,885	RESEARCH	GOVT
UNIVERSITY OF MASSACHUSETTS LOWELL
220 PAWTUCKET STREET	LOWELL	MA	01854	043167352	$171,737	RESEARCH	GOVT
UNIVERSITY OF MASSACHUSETTS MEDICAL
55 N LAKE AVE	WORCESTER	MA	01655	043167352	$51,742	RESEARCH	GOVT
UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE ROAD	DURHAM	NH	03824	026000937	$63,000	RESEARCH	GOVT
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET	PHILADELPHIA	PA	19104	246000376	$165,898	RESEARCH	GOVT
WAYNE STATE UNIVERSITY
5057 WOODWARD AVE 13TH FLOOR	DETROIT	MI	48202	386028429	$12,018	RESEARCH	GOVT
WESTAT INC
20 UNIVERSITY ROAD	CAMBRIDGE	MA	02138	840529566	$115,303	RESEARCH
WESTED
400 SEAPORT COURT SUITE 222	REDWOOD CITY	CA	94063	943233542	$273,248	RESEARCH
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD	WOODS HOLE	MA	02543	042105850	$13,594	RESEARCH	501(C)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	32	Total501c3OrgCnt
Total Other Org	11	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	4804	RecipientCnt
Cash Grant	$103,105,807	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURIE LESHIN
PRESIDENT	$839,989	$0	$149,393	$0	$1,290	$0	$31,350	$0	$131,869	$0	$1,153,891	$0	$134,800	$0
WILLIAM MCAVOY
VP UNIVERSITY ADVANCEMENT	$283,892	$0	$55,299	$0	$231,933	$0	$28,560	$0	$18,231	$0	$617,915	$0	$48,555	$0
WINSTON SOBOYEJO
PROVOST	$442,632	$0	$0	$0	$1,290	$0	$29,925	$0	$80,548	$0	$554,395	$0	$0	$0
JEFFREY SOLOMON
TREASURER, EXECUTIVE VP, CFO	$420,292	$0	$71,438	$0	$1,290	$0	$29,565	$0	$29,918	$0	$552,503	$0	$64,460	$0
DAVID BUNIS
SECRETARY & GENERAL COUNSEL	$389,243	$0	$58,782	$0	$1,290	$0	$29,010	$0	$5,036	$0	$483,361	$0	$53,040	$0
JAMAL YAGOOBI
DEPT HEAD MECHANICAL ENG	$349,281	$0	$0	$0	$3,810	$0	$27,358	$0	$34,310	$0	$414,759	$0	$0	$0
JEAN KING
DEAN OF ARTS & SCIENCES	$347,415	$0	$0	$0	$1,980	$0	$28,105	$0	$25,218	$0	$402,718	$0	$0	$0
NIKOLAS GATSONIS
PROF&DEPT HEAD AEROSPACE ENGINEERING	$250,164	$0	$0	$0	$1,290	$0	$19,324	$0	$115,292	$0	$386,070	$0	$0	$0
BRAJENDRA MISHRA
PROFESSOR - MECHANICAL ENG	$329,004	$0	$0	$0	$1,980	$0	$27,620	$0	$25,137	$0	$383,741	$0	$0	$0
PHILIP CLAY
VP STUDENT AFFAIRS	$275,338	$0	$30,200	$0	$1,980	$0	$26,567	$0	$10,835	$0	$344,920	$0	$27,250	$0
MICHELLE JONES-JOHNSON
VP FOR TALENT DEVELOPMENT/CDO	$254,006	$0	$26,598	$0	$690	$0	$25,025	$0	$26,080	$0	$332,399	$0	$24,000	$0
AMY MORTON
VP AND CHIEF OF STAFF	$272,913	$0	$0	$0	$690	$0	$26,347	$0	$21,677	$0	$321,627	$0	$0	$0
BRUCE BURSTEN
CHEMISTRY PROFESSOR	$192,728	$0	$44,469	$0	$3,810	$0	$18,582	$0	$10,597	$0	$270,186	$0	$40,125	$0
KRISTIN TICHENOR
FORMER SVP ENROL MGMT	$0	$0	$0	$0	$247,272	$0	$0	$0	$0	$0	$247,272	$0	$0	$0
STEPHEN FLAVIN
FORMER VP ACAD & CORP DEV	$0	$0	$0	$0	$207,747	$0	$0	$0	$0	$0	$207,747	$0	$0	$0
PATRICK HITCHCOCK
ASSOC TREASURER & CONTROLLER	$140,937	$0	$0	$0	$270	$0	$14,250	$0	$26,511	$0	$181,968	$0	$0	$0
STEPHANIE PASHA
FORMER AVP & CHIEF OF STAFF	$142,106	$0	$0	$0	$428	$0	$13,640	$0	$9,387	$0	$165,561	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: LAURIE LESHIN: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. COMPANION TRAVEL IS ALLOWED FOR BONA FIDE BUSINESS PURPOSES INCLUDING DEVELOPMENT EVENTS OR UNIVERSITY RELATED ACTIVITIES. THE UNIVERSITY PROVIDES HOUSING ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS.
PART I, LINES 4A-B	LINE 4A - IN CONNECTION WITH THE SEPARATION OF THREE LISTED INDIVIDUALS FROM THE INSTITUTE, SEPARATION AGREEMENTS WERE EXECUTED WHICH INCLUDED THE PAYOUT OF CERTAIN LUMP SUM PAYMENTS, CONTINUATION OF SALARY, AND THE ABILITY TO UTILIZE CERTAIN OUTPLACEMENT SERVICES. THE PORTION OF THESE PAYMENTS TAXABLE IN CALENDAR YEAR 2020 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III). LINE 4B - THE INSTITUTE HAS A LONG TERM INCENTIVE PLAN (LTIP) TO PROVIDE DEFERRED BONUSES TO CERTAIN LISTED INDIVIDUALS. AMOUNTS DEFERRED UNDER THE LTIP ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (C) AND ARE SUBJECT TO RISK OF FORFEITURE. AMOUNTS PAID UNDER THE LTIP IN 2020 ARE INCLUDED ON SCHEDULE J, COLUMN (B)(II). ADDITIONAL DETAILS REGARDING THE PLAN ARE INCLUDED IN RESPONSE SCHEDULE J, PART I, LINE 7.
PART I, LINE 7	THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE "VP RETENTION PLAN". EACH YEAR, A VICE PRESIDENT MAY EARN UP TO 12.5% OF SALARY AND EXCESS RETIREMENT CONTRIBUTIONS, SUBJECT TO A THREE YEAR RISK OF FORFEITURE. THESE AMOUNTS ARE ALL NON-FIXED PAYMENTS. SENIOR LEADERSHIP IS ELIGIBLE FOR PERFORMANCE-BASED PAY. THE PAYMENT OF A PERFORMANCE BONUS IS DEPENDENT UPON ACHIEVEMENT OF DEFINED GOALS AND OBJECTIVES, APPROVED BY THE PRESIDENT AND COMPENSATION COMMITTEE. THE PRESIDENT MAY RECEIVE A PERFORMANCE-BASED INCENTIVE SUBJECT TO THE TERMS AND PROVISIONS LISTED IN HER CONTRACT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57583RTX3	2008-04-09	$48,995,000	REFUNDING OF SERIES 2003&2005	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	57583UST6	2012-10-30	$43,369,451	CONST. OF DORM/OTHER RENOVATIONS	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814		2014-08-28	$4,622,000	RENOVATIONS OF EXISTING FACILITIES	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
D	043431814	57584XPK1	2016-06-21	$49,030,491	REFUNDING OF SERIES 2007 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt
A	$12,955,000	$48,995,000	$325,962	$19,038	$48,650,000	2008	Yes (1)	0	Yes (1)	Yes (1)
B		$43,372,717	$530,536			2015	0	0	Yes (1)	Yes (1)	$1,360,189	$41,481,992
C	$1,126,460	$4,622,000	$61,330			2016	0	0	Yes (1)	Yes (1)		$4,560,670
D		$49,030,491	$471,314		$48,559,177	2016	0	Yes (1)	0	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	0	0		0		Yes (1)
C	0	0		0		Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	0		Yes (1)	0.00300	0.00300

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE & BARCLAYS
A	0	0	0	Yes (1)	Yes (1)	Yes (1)	20.000000000000	0	0	0	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
C	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
D	0	0	0	Yes (1)	0	0				0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F:	BOND ISSUE A (SERIES 2008A) WAS USED TO REFUND SERIES 2003 AND 2005 WHICH WERE ISSUED JULY 20, 2003 AND AUGUST 3, 2005, RESPECTIVELY. BOND ISSUE D (SERIES 2016) WAS USED TO REFUND SERIES 2007 WHICH WAS ISSUED JUNE 28, 2007. BOND ISSUE A (SERIES 2017A) WAS USED TO REFUND A PORTION OF SERIES 2007, WHICH WAS ISSUED IN JUNE 28, 2007, THAT WAS ALLOCATED TO REFUND SERIES 1997-I, WHICH WAS ISSUED ON MARCH 20, 1997. BOND ISSUE B (SERIES 2017B) WAS USED TO REFUND SERIES 2010 WHICH WAS ISSUED JANUARY 27, 2010.
SCHEDULE K, PART III, LINE 3:	FOR BOND ISSUE B (SERIES 2012), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $3,267. FOR BOND ISSUE B (SERIES 2017B), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $1,345,180. FOR BOND ISSUE C (SERIES 2019), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $923,851.
SCHEDULE K, PART III, COLUMN A:	THE SERIES 2017A ISSUE REFUND A PORTION OF SERIES 2007 ISSUE ALLOCATED TO REFUNDING THE 1997 ISSUE, ORIGINALLY ISSUED ON MARCH 20, 1997. SINCE THIS IS THE ONLY PURPOSE OF SERIES 2017A, THIS ISSUE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K.
SCHEDULE K, PART IV, LINE 2C:	FOR BOND A (SERIES 2008A), A REBATE CALCULATION WAS PERFORMED ON 8/31/2018. FOR BOND B (SERIES 2012), A REBATE CALCULATION WAS PERFORMED ON 10/31/2017. FOR BOND C (SERIES 2014), A REBATE CALCULATION WAS PERFORMED ON 10/07/2016. FOR BOND D (SERIES 2016), A REBATE CALCULATION WAS PERFORMED ON 6/8/2021.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57584X2E0	2017-10-03	$16,911,534	REFUNDING OF SERIES 2007	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	57584YAP4	2017-12-28	$61,875,371	REFUNDING OF SERIES 2010	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814	57584YVR7	2019-09-26	$135,463,087	VARIOUS CAPITAL PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$1,150,000	$16,911,534	$288,239	$16,623,295	2017	Yes (1)	0	Yes (1)	Yes (1)
B		$61,875,371	$546,236	$61,329,135	2017	0	Yes (1)	0	Yes (1)
C		$136,386,938	$912,875			0	0	0	Yes (1)	$2,401,316	$76,900,235	$56,172,512

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Relationship With Org	N/A	RelationshipWithOrgTxt
Cash Grant	$5,250	CashGrantAmt
Type Of Assistance	SCHOLARSHIP	TypeOfAssistanceTxt
Assistance Purpose	MERIT	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Relationship Description	DAUGHTER FORMER KE	RelationshipDescriptionTxt
Transaction	$50,036	TransactionAmt
Transaction	EMPL. COMP.	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	30	ContributionCnt
Noncash Contributions Rpt F990	$4,694,637	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$253,489	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	SUPPLIES/EQUIP	Desc
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$540,781	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 20:	THE UNIVERSITY IS FILING FORM 990 BASED ON ITS CONSOLIDATED FINANCIAL STATEMENT NUMBERS. THE UNIVERSITY FEELS THIS IS MORE TRANSPARENT TO THE PUBLIC AND GIVES MORE ACCURATE INFORMATION ON ITS OPERATIONS AS OPPOSED TO CARVING OUT ITS SUBSIDIARIES LISTED BELOW. BOTH ORGANIZATIONS ALSO FILE FORM 990 SEPARATELY. FOR THE FISCAL YEAR ENDED JUNE 30, 2021, WASHBURN PARK INC HAD NET ASSETS OF $27,794,667; REVENUE OF $486,220; AND EXPENSES OF $2,035,932. ADDITIONALLY, ASSISTMENTS FOUNDATION HAD NET ASSETS OF $1,094,328; REVENUE OF $2,378,362; AND EXPENSES OF $1,500,473.
FORM 990, PART V, LINE 1A:	THE 7,746 REPORTED ON THIS LINE INCLUDES THE FOLLOWING: 1098-T'S: 7,112 1099 NEC: 318 1099 MISC: 311 1099-K'S: 5
FORM 990, PART VI, SECTION A, LINE 2	BOARD MEMBERS GEORGE OLIVER AND MARK RUSSELL HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS. THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM 990 TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES (AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT: (A) THEY HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE UNIVERSITY CONFLICT OF INTEREST POLICY; (C) THEY UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED; AND (D) THE INFORMATION PROVIDED IN THE DISCLOSURE STATEMENT IS TRUE AND CORRECT TO THE BEST OF THEIR KNOWLEDGE. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST, OR POTENTIAL CONFLICTS OF INTEREST, BASED ON THE QUESTIONS CONTAINED IN THE DISCLOSURE STATEMENT. AS MORE FULLY DESCRIBED IN THE CONFLICT OF INTEREST POLICY, THERE IS A WELL-DEFINED PROCESS FOR THE COLLECTION OF RESPONSES TO THE ANNUAL DISCLOSURE STATEMENT AND A REVIEW OF THE RESPONSES BY THE OFFICE OF GENERAL COUNSEL AND THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES. ULTIMATELY, THE AUDIT AND RISK COMMMITEE MAKES A REPORT AND DETERMINATION OF WHETHER A CONFLICT EXISTS, AND, IF SO, HOW THE CONFLICT WILL BE MANAGED OR ELIMINATED. THE CHAIR OF THE AUDIT AND RISK COMMITTEE PERIODICALLY REPORT TO THE BOARD ON CONFLICTS IDENTIFIED AND THE CONFLICT MANAGEMENT MEASURES ADOPTED BY THE AUDIT AND RISK COMMITTEE. IN CASES WHERE THE CONFLICT OF INTEREST INVOLVES AN OFFICER OF THE BOARD OR THE PRESIDENT OF THE UNIVERSITY, THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, HOW TO MANAGE OR ELIMINATE IT, IS A DUAL EFFORT BY THE AUDIT AND RISK COMMITTEE AND THE NOMINATIONS AND GOVERNANCE COMMITTEE WITH THE BOARD OF TRUSTEES MAKING THE FINAL DETERMINATION AND PLANS FOR RESOLUTION. ANY CONFLICTED TRUSTEES ARE RECUSED FROM THE PROCESS.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. IN REVIEWING COMPENSATION, THE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY. THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2021.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU).
FORM 990, PART VII, SECTION A:	MICHELLE JONES-JOHNSON WAS REPORTED AS A KEY EMPLOYEE ON THE FORM 990 FOR TAX YEAR ENDED JUNE 30, 2018. SHE CONTINUED TO BE AN EMPLOYEE OF WPI THROUGH MARCH OF 2021, HOWEVER HER POSITION NO LONGER MEETS THE KEY EMPLOYEE DEFINITION FOR TAX YEAR ENDED JUNE 30, 2021. THEREFORE, SHE IS REPORTED AS A FORMER KEY EMPLOYEE.
FORM 990, PART XI, LINE 9:	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS 4,827,740. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -829,367. NET UNREALIZED GAIN ON SWAPS 1,019,351.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
EIN	043494779	EIN
Primary Activities	REAL EST. DEV	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$739,601	TotalIncomeAmt
End Of Year Assets	$8,590,000	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (23)	BusinessNameLine1Txt

US Address USAddress

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

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

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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WASHBURN PARK INC
D	$10,460,833	COST
WASHBURN PARK INC
A	$184,600	FMV
ASSISTMENTS FOUNDATION
B	$1,537,361	CASH