TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202231329349304908
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:30:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Tufts College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6176274337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street Attn Tax Dept | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M HURLEY | PersonNm |
| Person Title | VP FINANCE & TREASURER | PersonTitleTxt |
| Signature | 2022-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES M | PersonFirstNm |
| Person Last | HURLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts University | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony P Monaco | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street Attn Tax Dept | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,906,383,708 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tufts.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Education and Research | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 11593 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$2,304,490 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $304,863,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $313,433,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $761,272,938 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $798,411,960 | CYProgramServiceRevenueAmt |
| PY Investment Income | $52,436,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $216,055,701 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,238 | PYOtherRevenueAmt |
| CY Other Revenue | $300,373 | CYOtherRevenueAmt |
| PY Total Revenue | $1,118,552,829 | PYTotalRevenueAmt |
| CY Total Revenue | $1,328,201,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $172,280,263 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $180,899,330 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $581,390,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $582,984,656 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,411,352 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,492,974 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,053,132 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $331,448,095 | PYOtherExpensesAmt |
| CY Other Expenses | $373,116,868 | CYOtherExpensesAmt |
| PY Total Expenses | $1,086,530,539 | PYTotalExpensesAmt |
| CY Total Expenses | $1,138,493,828 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,022,290 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $189,707,794 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,763,335,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,849,020,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,070,933,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,350,645,912 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,692,401,355 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,498,374,495 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $579,121,019 | ExpenseAmt |
| Grant | $154,486,483 | GrantAmt |
| Revenue | $693,787,950 | RevenueAmt |
| Desc | INSTRUCTION - DURING THE 2020-2021 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,381 UNDERGRADUATE, 1,574 GRADUATE, 540 PROFESSIONAL AND 192 CERTIFICATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $282,129,797 | ExpenseAmt |
| Grant | $26,412,847 | GrantAmt |
| Revenue | $99,038,320 | RevenueAmt |
| Desc | RESEARCH -THERE WERE 2,142 GOVERNMENT AND 1,026 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2021. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,503,698 | ExpenseAmt |
| Revenue | $3,890,254 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2021 FISCAL YEAR THERE WERE 50 RESIDENCE HALLS HOUSING 3,074 STUDENTS. APPROXIMATELY 3,429 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $952,754,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2312 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11593 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UG | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | UV | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Mahoney Senior Director of Accounting & Associate Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176272144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony P Monaco | ||||||||||
| Trustee & University President | 60.0 | 1.0 | Yes (X) | Yes (X) | $1,004,586 | $0 | $164,016 | |||
| Jeannie H Diefenderfer | ||||||||||
| Trustee - Vice Chair | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey M Moslow | ||||||||||
| Trustee - Vice Chair | 3.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Peter R Dolan | ||||||||||
| Trustee - Chairman | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ancy Verdier | ||||||||||
| Trustee - Start Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ankur A Sahu | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Betsy Busch | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Brian J McCarthy | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher J McKown | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Cristiana Falcone Sorrell | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David B Rone | ||||||||||
| Trustee - End Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diana V Lopez | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane S Hessan | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dina A Al-Tayeb | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Doug Harris | ||||||||||
| Trustee - Start Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas Rachlin | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| E Michael Fung | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Eileen A Aptman | ||||||||||
| Trustee - Start Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Cochary Gross | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Elyse A Newhouse | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Janis A Savin-Williams | ||||||||||
| Trustee - End Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John H deJong | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John R Ball | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jonathan M Pruzan | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kalahn Taylor-Clark | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine A Kaplan | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth C Fan | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa S Anderson | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lori Roth | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Maria A Oquendo | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Maria T Madison | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mariann A Youniss | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark D Goodman | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael A Karsch | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael S Gordon | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Neal B Shapiro | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter H Kamin | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter M Fasolo | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rebecca J Neary | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert R Gheewalla | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sam W Ho | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven E Karol | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Theodore R Tye | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tina H Surh | ||||||||||
| Trustee - End Date 11/7/2020 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Amartya Kumar Ray | ||||||||||
| See Schedule O for Title | 40.0 | 0 | Yes (X) | $98,074 | $0 | $23,699 | ||||
| Barbara Stein | ||||||||||
| VP Operations | 40.0 | 0.3 | Yes (X) | $325,723 | $0 | $69,522 | ||||
| Christopher M Sedore | ||||||||||
| VP - Information Technology, CIO | 40.0 | 0 | Yes (X) | $407,258 | $0 | $62,033 | ||||
| Deborah Blackie | ||||||||||
| Interim VP Human Resources - End Date 7/20/2020 | 40.0 | 1.0 | Yes (X) | $204,288 | $0 | $37,256 | ||||
| Elizabeth Mcclain | ||||||||||
| Associate Treasurer | 40.0 | 0.3 | Yes (X) | $183,268 | $0 | $40,401 | ||||
| Eric C Johnson | ||||||||||
| VP - University Advancement | 40.0 | 0 | Yes (X) | $485,716 | $0 | $60,578 | ||||
| James M Hurley | ||||||||||
| CFO,VP-Finance & Treasurer - Start Date 1/1/2020 | 40.0 | 3.0 | Yes (X) | $416,182 | $0 | $47,096 | ||||
| Kim Ryan | ||||||||||
| VP Human Resources - Start Date 7/20/2020 | 40.0 | 1.0 | Yes (X) | $143,280 | $0 | $28,261 | ||||
| Mary R Jeka | ||||||||||
| VP - University Relations | 40.0 | 0 | Yes (X) | $472,781 | $0 | $46,869 | ||||
| Michael Rodman | ||||||||||
| VP Communications & Marketing | 40.0 | 0 | Yes (X) | $237,112 | $0 | $59,536 | ||||
| Michael W Howard | ||||||||||
| Executive VP | 40.0 | 0.3 | Yes (X) | $604,329 | $0 | $65,158 | ||||
| Nadine Aubry | ||||||||||
| Provost and Senior Vice President | 40.0 | 0 | Yes (X) | $639,846 | $0 | $58,820 | ||||
| Paul J Tringale | ||||||||||
| Secretary of Corporation | 40.0 | 0 | Yes (X) | $172,843 | $0 | $167,982 | ||||
| Sara M Judge | ||||||||||
| VP Development | 40.0 | 0 | Yes (X) | $222,131 | $0 | $40,632 | ||||
| Alastair E Cribb | ||||||||||
| Dean Cummings School | 40.0 | 0 | $312,804 | $0 | $60,364 | Yes (X) | ||||
| Daniel Jay | ||||||||||
| Dean School for Graduate Biomedical Sciences | 40.0 | 0 | $246,540 | $0 | $39,934 | Yes (X) | ||||
| James M Glaser | ||||||||||
| Dean Arts & Sciences | 40.0 | 0 | $377,622 | $0 | $67,040 | Yes (X) | ||||
| Jianmin Qu | ||||||||||
| Dean of Engineering | 40.0 | 0 | $405,770 | $0 | $59,887 | Yes (X) | ||||
| Nadeem Karimbux | ||||||||||
| Dean Dental School | 40.0 | 0 | $394,906 | $0 | $69,771 | Yes (X) | ||||
| Peter W Bates | ||||||||||
| Dean ad interim Medical School - Start Date 1/1/2020 | 40.0 | 0 | $411,359 | $0 | $60,411 | Yes (X) | ||||
| Dariush Mozaffarian | ||||||||||
| Dean Friedman School | 40.0 | 0 | $434,857 | $0 | $66,374 | Yes (X) | ||||
| Huw Thomas | ||||||||||
| Dean Emeritus, Professor of Pediatric Dentistry Emeritus | 40.0 | 0 | $480,154 | $0 | $37,347 | Yes (X) | ||||
| Philip W Hinds | ||||||||||
| Professor & Chair | 40.0 | 0 | $405,505 | $0 | $44,066 | Yes (X) | ||||
| Rachel E Kyte | ||||||||||
| Dean Fletcher School | 40.0 | 0 | $422,163 | $0 | $36,124 | Yes (X) | ||||
| TRYFAN D EVANS | ||||||||||
| DIRECTOR OF INVESTMENTS | 10.0 | 40.0 | $382,375 | $0 | $60,952 | Yes (X) | ||||
| Deborah T Kochevar | ||||||||||
| Interim Provost & Sr VP - End Date 6/30/2019 | 40.0 | 1.0 | $146,904 | $0 | $16,775 | Yes (X) | ||||
| Jean E Ayers | ||||||||||
| Interim VP - Communications & Marketing - End Date 8/27/2018 | 40.0 | 0 | $191,288 | $0 | $33,046 | Yes (X) | ||||
| Joyce S Knoll | ||||||||||
| Interim Dean Cummings School - End Date 7/14/2019 | 40.0 | 0 | $176,893 | $0 | $43,038 | Yes (X) | ||||
| Linda M Abriola | ||||||||||
| See Schedule O for Title | 40.0 | 0 | $316,116 | $0 | $68,564 | Yes (X) | ||||
| Michael A Baenen | ||||||||||
| See Schedule O for Title | 40.0 | 0 | $124,678 | $0 | $19,505 | Yes (X) | ||||
| Naomi Rosenberg | ||||||||||
| DEAN BIOMEDICAL SCIENCES - End Date 6/30/2017 | 40.0 | 0 | $103,031 | $0 | $8,957 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,950,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,764,014 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1309 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRO CON INC | |||||
| PO Box 4430 | Manchester | NH | 03108 | ARCHITECTURE & INTERIOR DESIGN | $29,505,729 |
| C&W FACILITY SERVICES INC | |||||
| 275 Grove St Ste 3-200 | Auburndale | MA | 02466 | CLEANING | $11,754,801 |
| CLINICAL RESEARCH SEQUENCING PLATFORM | |||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | SCIENTIFIC SERVICES | $10,855,730 |
| BOND BROTHERS INC | |||||
| 10 Cabot Rd Suite 300 | MEDFORD | MA | 02155 | CONSTRUCTION | $6,253,097 |
| WINDOVER CONSTRUCTION INC | |||||
| 66 Cherry Hill DrIve | Beverly | MA | 01915 | CONSTRUCTION | $4,038,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 249 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $403,379 | FundraisingAmt |
| Government Grants | $177,877,544 | GovernmentGrantsAmt |
| All Other Contributions | $135,152,665 | AllOtherContributionsAmt |
| Noncash Contributions | $12,117,244 | NoncashContributionsAmt |
| Total Contributions | $313,433,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INSTRUCTION | 900099 | $693,787,950 | $693,787,950 | |
| CLINICAL AND OTHER EDUCATION | 541900 | $100,733,756 | $99,038,320 | $1,695,436 |
| AUXILLIARY ENTERPRISES | 900099 | $3,890,254 | $3,890,254 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $798,411,960 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,652,321 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,568,032 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,220,353 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $538,242 | TotalRevenueColumnAmt |
| Exclusion | $538,242 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,508,445 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,631,958 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$123,513 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,513 | TotalRevenueColumnAmt |
| Exclusion | -$123,513 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,774,509,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,576,105,798 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $198,403,381 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,403,380 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $568,106 | UnrelatedBusinessRevenueAmt |
| Exclusion | $197,835,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $329,974 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $403,379 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $444,330 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$114,356 | TotalRevenueColumnAmt |
| Exclusion | -$114,356 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,328,201,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $796,716,524 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,304,490 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,356,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,951,521 | TotalAmt |
| Program Services | $24,951,521 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,951,068 | TotalAmt |
| Program Services | $152,951,068 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,996,741 | TotalAmt |
| Program Services | $2,996,741 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,502,314 | TotalAmt |
| Program Services | $2,897,329 | ProgramServicesAmt |
| Management And General | $6,105,418 | ManagementAndGeneralAmt |
| Fundraising | $499,567 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,660 | TotalAmt |
| Program Services | $767,499 | ProgramServicesAmt |
| Management And General | $474,161 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,296,559 | TotalAmt |
| Program Services | $374,106,390 | ProgramServicesAmt |
| Management And General | $60,256,303 | ManagementAndGeneralAmt |
| Fundraising | $14,933,866 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,034,899 | TotalAmt |
| Program Services | $26,189,183 | ProgramServicesAmt |
| Management And General | $4,740,249 | ManagementAndGeneralAmt |
| Fundraising | $1,105,467 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,224,977 | TotalAmt |
| Program Services | $52,140,472 | ProgramServicesAmt |
| Management And General | $8,469,710 | ManagementAndGeneralAmt |
| Fundraising | $2,614,795 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,684,247 | TotalAmt |
| Program Services | $22,324,662 | ProgramServicesAmt |
| Management And General | $4,412,504 | ManagementAndGeneralAmt |
| Fundraising | $947,081 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,102,312 | TotalAmt |
| Program Services | $2,900,198 | ProgramServicesAmt |
| Management And General | $3,196,961 | ManagementAndGeneralAmt |
| Fundraising | $5,153 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,900 | TotalAmt |
| Management And General | $543,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,059 | TotalAmt |
| Management And General | $574,059 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,492,974 | TotalAmt |
| Fundraising | $1,492,974 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522,097 | TotalAmt |
| Management And General | $2,522,097 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,651,012 | TotalAmt |
| Program Services | $35,633,112 | ProgramServicesAmt |
| Management And General | $25,979,038 | ManagementAndGeneralAmt |
| Fundraising | $38,862 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,530 | TotalAmt |
| Program Services | $1,301,126 | ProgramServicesAmt |
| Management And General | $53,087 | ManagementAndGeneralAmt |
| Fundraising | $71,317 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,465,897 | TotalAmt |
| Program Services | $32,062,100 | ProgramServicesAmt |
| Management And General | $30,864,911 | ManagementAndGeneralAmt |
| Fundraising | $538,886 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,981,582 | TotalAmt |
| Program Services | $2,407,910 | ProgramServicesAmt |
| Management And General | $8,466,010 | ManagementAndGeneralAmt |
| Fundraising | $107,662 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,188,205 | TotalAmt |
| Program Services | $3,188,205 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,420,249 | TotalAmt |
| Program Services | $62,505,953 | ProgramServicesAmt |
| Management And General | $1,359,884 | ManagementAndGeneralAmt |
| Fundraising | $554,412 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,127 | TotalAmt |
| Program Services | $2,640,362 | ProgramServicesAmt |
| Management And General | $190,726 | ManagementAndGeneralAmt |
| Fundraising | $11,039 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943,446 | TotalAmt |
| Program Services | $1,862,492 | ProgramServicesAmt |
| Management And General | $1,023,112 | ManagementAndGeneralAmt |
| Fundraising | $57,842 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,926,014 | TotalAmt |
| Program Services | $30,977,309 | ProgramServicesAmt |
| Management And General | $673,944 | ManagementAndGeneralAmt |
| Fundraising | $274,761 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,887,434 | TotalAmt |
| Program Services | $70,721,530 | ProgramServicesAmt |
| Management And General | $1,538,622 | ManagementAndGeneralAmt |
| Fundraising | $627,282 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS, PERIODICALS & MEDIA | $13,243,885 | $12,970,843 | $102,011 | $171,031 |
| SUBSIDIARY EXPENSE-TVETS | $14,735,061 | $14,735,061 | ||
| EQUIPMENT PURCHASES | $10,270,132 | $10,150,753 | $119,379 | |
| GOODS AND SERVICES | $6,123,686 | $6,121,755 | $1,196 | $735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,270,240 | TotalAmt |
| Program Services | $3,250,940 | ProgramServicesAmt |
| Management And General | $18,900 | ManagementAndGeneralAmt |
| Fundraising | $400 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,493,828 | TotalAmt |
| Program Services | $952,754,514 | ProgramServicesAmt |
| Management And General | $161,686,182 | ManagementAndGeneralAmt |
| Fundraising | $24,053,132 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,936,372 | BOYAmt |
| EOY | $59,657,938 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,252,925 | BOYAmt |
| EOY | $113,783,246 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,179,992 | BOYAmt |
| EOY | $46,946,164 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,079,468 | BOYAmt |
| EOY | $41,044,909 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,198 | BOYAmt |
| EOY | $3,118,417 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,944,224 | BOYAmt |
| EOY | $4,052,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,100,208,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $955,413,290 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,100,368 | BOYAmt |
| EOY | $1,144,795,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,437,285 | BOYAmt |
| EOY | $504,370,530 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,851,442 | BOYAmt |
| EOY | $2,766,990,629 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,838,530 | BOYAmt |
| EOY | $28,366,733 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,019,261 | BOYAmt |
| EOY | $135,893,864 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,763,335,065 | BOYAmt |
| EOY | $4,849,020,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,836,167 | BOYAmt |
| EOY | $200,254,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,090,016 | BOYAmt |
| EOY | $45,731,145 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,035,536 | BOYAmt |
| EOY | $970,303,085 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,189,080 | BOYAmt |
| EOY | $5,313,801 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,782,911 | BOYAmt |
| EOY | $129,043,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,933,710 | BOYAmt |
| EOY | $1,350,645,912 | 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 | $1,322,472,313 | BOYAmt |
| EOY | $1,721,930,920 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,929,042 | BOYAmt |
| EOY | $1,776,443,575 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,692,401,355 | BOYAmt |
| EOY | $3,498,374,495 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,763,335,065 | BOYAmt |
| EOY | $4,849,020,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $189,707,794 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $602,915,463 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,349,883 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $301,578,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $266,524,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,631,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,378,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,433,588 | CurrentTaxYearAmt |
| Total | $1,517,546,089 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,578,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $266,524,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,631,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,378,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,433,588 | CurrentTaxYearAmt |
| Total | $1,517,546,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,517,546,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,006,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,553,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,609,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,580,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,584,652 | CurrentTaxYearAmt |
| Total | $82,334,554 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,599,880,643 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,358,560,861 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9485 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9526 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $574,059 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $574,059 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $574,059 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $574,059 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,116,862,054 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,182,132,832 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,117,436,113 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,182,706,891 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
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 | $536,814 | CurrentYearMinus3Amt |
| Current Year Minus2 | $550,424 | CurrentYearMinus2Amt |
| Current Year Minus1 | $457,136 | CurrentYearMinus1Amt |
| Current Year | $574,059 | CurrentYearAmt |
| Total | $2,118,433 | 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 |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $450,095 | RevenuesIncludedAmt |
| Assets Included | $6,796,575 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,937,273,772 | BeginningYearBalanceAmt |
| Contributions | $135,758,727 | ContributionsAmt |
| Investment Earnings Or Losses | $724,280,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,499,308 | GrantsOrScholarshipsAmt |
| Other Expenditures | $64,642,354 | OtherExpendituresAmt |
| Administrative Expenses | $5,641,834 | AdministrativeExpensesAmt |
| End Year Balance | $2,698,529,774 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,909,607,240 | BeginningYearBalanceAmt |
| Contributions | $35,369,988 | ContributionsAmt |
| Investment Earnings Or Losses | $50,424,668 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,458,128 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,259,879 | OtherExpendituresAmt |
| Administrative Expenses | $6,410,117 | AdministrativeExpensesAmt |
| End Year Balance | $1,937,273,772 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,893,035,025 | BeginningYearBalanceAmt |
| Contributions | $32,989,320 | ContributionsAmt |
| Investment Earnings Or Losses | $60,497,350 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,462,024 | GrantsOrScholarshipsAmt |
| Other Expenditures | $47,856,371 | OtherExpendituresAmt |
| Administrative Expenses | $5,596,060 | AdministrativeExpensesAmt |
| End Year Balance | $1,909,607,240 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,774,579,213 | BeginningYearBalanceAmt |
| Contributions | $30,995,244 | ContributionsAmt |
| Investment Earnings Or Losses | $164,783,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,224,991 | GrantsOrScholarshipsAmt |
| Other Expenditures | $48,773,468 | OtherExpendituresAmt |
| Administrative Expenses | $5,324,741 | AdministrativeExpensesAmt |
| End Year Balance | $1,893,035,025 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,593,241,500 | BeginningYearBalanceAmt |
| Contributions | $51,997,700 | ContributionsAmt |
| Investment Earnings Or Losses | $224,381,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,501,160 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,273,324 | OtherExpendituresAmt |
| Administrative Expenses | $5,267,149 | AdministrativeExpensesAmt |
| End Year Balance | $1,774,579,213 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.425 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.296 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.279 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,077,600 | OtherCostOrOtherBasisAmt |
| Book Value | $77,077,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,773,447,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $799,749,144 | DepreciationAmt |
| Book Value | $973,698,020 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $249,684,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,664,146 | DepreciationAmt |
| Book Value | $94,020,054 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,144,795,674 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Other Investments | $10,483,418 | F |
| Common Trust Equity Index Funds | ||
| Private Equities | $866,154,757 | F |
| Private Real Estate | $147,924,883 | F |
| Funds Held Under Bond Agreements | $323 | F |
| Private Natural Resources | $123,397,755 | F |
| Private Credit | $49,572,638 | F |
| Public Equity Domestic | $441,135,403 | F |
| PUBLIC EQUITY FOREIGN | $345,601,477 | F |
| PUBLIC EQUITY GLOBAL | $215,088,412 | F |
| MARKETABLE ALTERNATIVES | $567,631,563 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,766,990,629 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Agreements | $70,737,321 |
| Government Advances | $16,004,982 |
| Leasing Liability - Operating Leases | $42,301,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $129,043,311 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,784,848,770 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $602,915,463 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$146,200,334 | OtherRevenueAmt |
| Revenue Not Reported | $456,715,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,328,133,641 | RevenueSubtotalAmt |
| Other Revenues Not Included | $67,981 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $67,981 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,328,201,622 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $978,875,626 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$2,590,199 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$2,590,199 | ExpensesNotReportedAmt |
| Expenses Subtotal | $981,465,825 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $157,028,003 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $157,028,003 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,138,493,828 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI FINANCIAL STATEMENTS | THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE ART COLLECTIONS AT THE UNIVERSITY ENTAIL PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT INTO USE WITHIN THE ORGANIZATIONS INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE TRUSTEES OF TUFTS COLLEGE HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Tufts has analyzed the tax positions taken and has concluded that as of June 30, 2021 there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Consolidated entities revenue - 2267432 Change in split interest agreement - 5601853 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc. - 333209 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental expense netted with rental income - -2112864 Inter-departmental requisition revenue - 2625175 Fundraising expense netted with Fundraising income - -444330 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Rental expense netted with rental income - 1631959 Inter-departmental requisition revenue - 480905 Consolidated entities expenses - 18810157 Cumulative effect of account change SFAS 158 - -3462108 Change in fair value of interest rate agreements - -20495442 Fundraising expense netted with fundraising income - 444330 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Consolidated entities expenses - 2625175 Tuition discount - XXX-XX-XXXX |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE TRUSTEES OF TUFTS COLLEGE (THE "UNIVERSITY") IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES AND STRIVES TO BUILD A COMMUNITY WHERE ALL PROSPECTIVE AND CURRENT STUDENTS, FACULTY AND STAFF RESPECT THE RIGHTS OF OTHERS. AS SUCH, THE UNIVERSITY MAINTAINED NONDISCRIMINATORY POLICIES AND PROCEDURES WHICH WERE PREVIOUSLY LOCATED WITHIN OUR OFFICE OF EQUAL OPPORTUNITY (OEO) INTERNET LANDING PAGE. AS OF 5/12/2021, SUCH POLICIES AND PROCEDURES WERE SUBSEQUENTLY MOVED TO THE UNIVERSITY INTERNET HOMEPAGE: WWW.TUFTS.EDU, TO DISCLOSE AN EQUAL OPPORTUNITY AND NONDISCRIMINATION STATEMENT INCLUDING INSIGHTS ABOUT TUFTS NONDISCRIMINATORY CULTURE. ALL VISITORS ARE ABLE VIEW THESE UPDATES AND ENHANCEMENTS JUST BY SCROLLING ON THE MAIN HOMEPAGE. THE HOMEPAGE FURTHER ALIGNS WITH THE RECENT IRS CHANGES AND MODIFICATIONS TO IRS REVENUE PROCEDURE 75-50, 1975-2 C.B.587, WHICH ALLOW SCHOOLS TO MAINTAIN AND MEET THE PUBLICITY REQUIREMENTS OF OUR RACIALLY NONDISCRIMINATORY POLICY USING TECHNOLOGY ADVANCES PURSUANT TO SECTION 4.03 OF IRS REV. PROC. 2019-22, I.R.B. 1260 |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | TRUSTEES OF TUFTS COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM MANY GOVERNMENT AGENCIES. DURING THE FISCAL YEAR, ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS; PELL GRANTS; SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS; FEDERAL WORK STUDY FUNDS AND CARES ACT FUNDING. ADDITIONALLY, STUDENTS CURRENTLY ENROLLED AT THE UNIVERSITY ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS AWARDS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA, NASA AND THE CARES ACT. ALSO, DURING THE PANDEMIC, AS PART OF THE CARES ACT LEGISLATION, FEDERAL FUNDING HAS BEEN MADE AVAILABLE TO SUPPORT OUR MOST NEEDIEST STUDENTS WITH EMERGENCY SUPPORT AS WELL AS FOR THE UNIVERSITY, FOR UNEXPECTED EXPENSES RELATED TO THE DISRUPTION OF CAMPUS CLOSURES CAUSED BY COVID-19. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 5 | 4 | Program Services | Study-Abroad Education Program | $1,939,963 |
| East Asia and the Pacific | 3 | 2 | Program Services | Study-Abroad Education Program | $139,768 |
| South America | 1 | 0 | Program Services | Study-Abroad Education Program | $65,018 |
| Sub-Saharan Africa | 1 | 0 | Program Services | Study-Abroad Education Program | $41,079 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $35,567 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $594,838 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $542,519 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $144,914 | |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $157,744 | |
| Russia and Neighboring States | 0 | 0 | Grantmaking | $12,325 | |
| South America | 0 | 0 | Grantmaking | $77,227 | |
| South Asia | 0 | 0 | Grantmaking | $427,978 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $1,003,629 | |
| Central America and the Caribbean | 0 | 0 | Investments | $645,785,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $92,580,000 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $10,291,000 | |
| Central America and the Caribbean | 0 | 0 | Program Services | Travel for Mission Related Activities | $1,904 |
| East Asia and the Pacific | 0 | 0 | Program Services | Travel for Mission Related Activities | $2,077 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Travel for Mission Related Activities | $10,794 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Travel for Mission Related Activities | $45,359 |
| South America | 0 | 0 | Program Services | Travel for Mission Related Activities | $525 |
| South Asia | 0 | 0 | Program Services | Travel for Mission Related Activities | $6,177 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Travel for Mission Related Activities | $10,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 10 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $753,838,569 | SubtotalSpentAmt |
| Continuation Spent | $77,556 | ContinuationSpentAmt |
| Total Spent | $753,916,125 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (31 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $37,000 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $67,516 | WIRE |
| North America (Canada & Mexico only) | SUBCONTRACT RESEARCH GRANT | $70,078 | WIRE |
| North America (Canada & Mexico only) | SUBCONTRACT RESEARCH GRANT | $24,281 | CHECK |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $197,870 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $17,543 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $95,740 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $6,160 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $68,193 | CHECK |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $102,700 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $48,446 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $10,000 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $85,882 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $18,109 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $105,000 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $7,121 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $82,460 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $20,000 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $20,000 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $7,500 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $25,000 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $7,500 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $132,542 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $35,840 | WIRE |
| Middle East and North Africa | SUBCONTRACT RESEARCH GRANT | $65,339 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $9,500 | WIRE |
| Central America and the Caribbean | SUBCONTRACT RESEARCH GRANT | $20,000 | WIRE |
| North America (Canada & Mexico only) | SUBCONTRACT RESEARCH GRANT | $20,000 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $9,409 | CHECK |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $36,467 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $8,131 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (34 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Fellowships | Central America and the Caribbean | 1 | $500 | Electronic Funds Transfer |
| Fellowships | East Asia and the Pacific | 27 | $138,000 | Electronic Funds Transfer |
| Fellowships | Europe (Including Iceland and Greenland) | 13 | $30,381 | Electronic Funds Transfer |
| Fellowships | Middle East and North Africa | 8 | $63,777 | Electronic Funds Transfer |
| Fellowships | North America (Canada & Mexico only) | 3 | $32,526 | Electronic Funds Transfer |
| Fellowships | Russia and Neighboring States | 2 | $6,307 | Electronic Funds Transfer |
| Fellowships | South America | 6 | $40,500 | Electronic Funds Transfer |
| Fellowships | South Asia | 21 | $332,510 | Electronic Funds Transfer |
| Fellowships | Sub-Saharan Africa | 15 | $240,929 | Electronic Funds Transfer |
| International Program Advances | Sub-Saharan Africa | 4 | $107,714 | Electronic Funds Transfer |
| Scholarships | Central America and the Caribbean | 5 | $15,067 | Electronic Funds Transfer |
| Scholarships | East Asia and the Pacific | 33 | $65,393 | Electronic Funds Transfer |
| Scholarships | Europe (Including Iceland and Greenland) | 32 | $86,892 | Electronic Funds Transfer |
| Scholarships | Middle East and North Africa | 6 | $13,358 | Electronic Funds Transfer |
| Scholarships | North America (Canada & Mexico only) | 5 | $8,548 | Electronic Funds Transfer |
| Scholarships | Russia and Neighboring States | 3 | $5,946 | Electronic Funds Transfer |
| Scholarships | South America | 11 | $32,227 | Electronic Funds Transfer |
| Scholarships | South Asia | 36 | $70,962 | Electronic Funds Transfer |
| Scholarships | Sub-Saharan Africa | 38 | $98,819 | Electronic Funds Transfer |
| Student Prizes | East Asia and the Pacific | 23 | $16,095 | Electronic Funds Transfer |
| Student Prizes | Europe (Including Iceland and Greenland) | 5 | $3,900 | Electronic Funds Transfer |
| Student Prizes | Middle East and North Africa | 3 | $2,440 | Electronic Funds Transfer |
| Student Prizes | North America (Canada & Mexico only) | 3 | $550 | Electronic Funds Transfer |
| Student Prizes | Russia and Neighboring States | 1 | $71 | Electronic Funds Transfer |
| Student Prizes | South America | 3 | $3,300 | Electronic Funds Transfer |
| Student Prizes | South Asia | 7 | $3,620 | Electronic Funds Transfer |
| Student Prizes | Sub-Saharan Africa | 2 | $2,000 | Electronic Funds Transfer |
| Student Stipends | East Asia and the Pacific | 2 | $1,722 | Electronic Funds Transfer |
| Student Stipends | Europe (Including Iceland and Greenland) | 1 | $150 | Electronic Funds Transfer |
| Student Stipends | North America (Canada & Mexico only) | 3 | $1,761 | Electronic Funds Transfer |
| Student Stipends | South America | 1 | $1,200 | Electronic Funds Transfer |
| Student Stipends | South Asia | 2 | $277 | Electronic Funds Transfer |
| Student Stipends | Sub-Saharan Africa | 3 | $1,400 | Electronic Funds Transfer |
| Subcontract Research Grants | Sub-Saharan Africa | 3 | $98,958 | Electronic Funds Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. |
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 |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUND VENDOR | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $374,884 | GrossReceiptsAmt |
| Retained By Contractor | $473,247 | RetainedByContractorAmt |
| Net To Organization | -$98,363 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $374,884 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $473,247 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$98,363 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SMFA ART SALE | Event1Nm |
| Gross Receipts Event1 | $733,353 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $403,379 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $329,974 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $252 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,028 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $441,050 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $733,353 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $403,379 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $329,974 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $252 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,028 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $441,050 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $444,330 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$114,356 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (140 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Accompany Doula Care Inc | ||||||||
| 69 Court St | Newton | MA | 024581262 | 854386027 | 501(C)(3) | $21,878 | SUBCONTRACT GRANT AWARD | |
| American Institute for Research | ||||||||
| PO Box 28126 | New York | NY | 100878126 | 250965219 | 501(C)(3) | $562,967 | SUBCONTRACT GRANT AWARD | |
| American Telemedicine Association | ||||||||
| 901 N Glebe Rd | Arlington | VA | 222031838 | 742676503 | 501(C)(3) | $32,050 | SUBCONTRACT GRANT AWARD | |
| AnLar LLC | ||||||||
| 1560 Wilson Blvd | Arlington | VA | 22209 | 462794792 | FOR PROFIT | $44,863 | SUBCONTRACT GRANT AWARD | |
| Arizona State University | ||||||||
| PO Box 876011 | Tempe | AZ | 852876011 | 860196696 | 501(C)(3) | $793,846 | SUBCONTRACT GRANT AWARD | |
| Auburn University | ||||||||
| 208 M White Smith Hall | Auburn | AL | 36849 | 270307838 | 501(C)(3) | $114,913 | SUBCONTRACT GRANT AWARD | |
| Battelle Pacific Northwest Division | ||||||||
| PO Box 84391 | Seattle | WA | 981245691 | 314379427 | 501(C)(3) | $61,556 | SUBCONTRACT GRANT AWARD | |
| Baystate Medical Center | ||||||||
| 2 Morrissey Blvd | Dorchester | MA | 02241 | 042790311 | 501(C)(3) | $40,364 | SUBCONTRACT GRANT AWARD | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042103881 | 501(C)(3) | $131,162 | SUBCONTRACT GRANT AWARD | |
| Trustees of Boston College | ||||||||
| 140 Commonwealth Ave | Chestnut Hill | MA | 02467 | 042103545 | 501(C)(3) | $80,792 | SUBCONTRACT GRANT AWARD | |
| Boston University | ||||||||
| PO Box 28763 | New York | NY | 100878763 | 042103547 | 501(C)(3) | $296,554 | SUBCONTRACT GRANT AWARD | |
| Brandeis University | ||||||||
| 415 South St MS 110 | Waltham | MA | 02454 | 042103552 | 501(C)(3) | $23,799 | SUBCONTRACT GRANT AWARD | |
| Brigham & Women's Hospital | ||||||||
| BOA NA BWH - Research Finance | Boston | MA | 022413887 | 042312909 | 501(C)(3) | $35,684 | SUBCONTRACT GRANT AWARD | |
| Brookings Institution | ||||||||
| 1775 Massachusetts Ave NW | Washington | DC | 200362103 | 530196577 | 501(C)(3) | $7,644 | SUBCONTRACT GRANT AWARD | |
| Brown University | ||||||||
| Business Service Center Box 1997 | Providence | RI | 02912 | 050258809 | 501(C)(3) | $255,455 | SUBCONTRACT GRANT AWARD | |
| Bunker Hill Community College | ||||||||
| 250 New Rutherford Ave | Boston | MA | 02129 | 222757389 | 501(C)(3) | $21,854 | SUBCONTRACT GRANT AWARD | |
| Canon Virginia Inc | ||||||||
| 12000 Canon Blvd | Newport News | VA | 236064201 | 112780017 | FOR PROFIT | $43,500 | SUBCONTRACT GRANT AWARD | |
| Catholic Relief Services | ||||||||
| 228 W Lexington St | Baltimore | MD | 21201 | 135563422 | 501(C)(3) | $222,642 | SUBCONTRACT GRANT AWARD | |
| Child Trends Inc | ||||||||
| 7315 Wisconsin Ave Ste 1200W | Bethesda | MD | 208143666 | 132982969 | 501(C)(3) | $47,855 | SUBCONTRACT GRANT AWARD | |
| Children's Hospital Boston | ||||||||
| PO Box 414413 | Boston | MA | 022414413 | 042774441 | 501(C)(3) | $198,661 | SUBCONTRACT GRANT AWARD | |
| Childrens Trust Inc | ||||||||
| 55 Court St 4th Fl | Boston | MA | 20108 | 043123184 | 501(C)(3) | $20,185 | SUBCONTRACT GRANT AWARD | |
| Cleveland Clinic Foundation | ||||||||
| PO Box 931562 | Cleveland | OH | 441935012 | 340714585 | 501(C)(3) | $356,079 | SUBCONTRACT GRANT AWARD | |
| ClimateWorks Foundation | ||||||||
| 235 Montgomery St Ste 1300 | San Francisco | CA | 941043123 | 262303250 | 501(C)(3) | $507,410 | SUBCONTRACT GRANT AWARD | |
| College of William and Mary | ||||||||
| Bursars Office PO Box 8795 | Williamsburg | VA | 231878795 | 540734117 | 501(C)(3) | $75,580 | SUBCONTRACT GRANT AWARD | |
| Colorado State University | ||||||||
| 2002 Campus Delivery | Fort Collins | CO | 805232002 | 846000545 | 501(C)(3) | $71,882 | SUBCONTRACT GRANT AWARD | |
| Common Cause | ||||||||
| 805 15th St NW Ste 800 | Washington | DC | 200052207 | 526078441 | 501(C)(3) | $10,725 | SUBCONTRACT GRANT AWARD | |
| Cornell University | ||||||||
| PO Box 22 | Ithaca | NY | 148510022 | 150532082 | 501(C)(3) | $282,405 | SUBCONTRACT GRANT AWARD | |
| Dalberg Global Development Advisors | ||||||||
| 155 W 23rd St Fl 6 | New York | NY | 100113191 | 261546220 | FOR PROFIT | $49,350 | SUBCONTRACT GRANT AWARD | |
| Dartmouth College | ||||||||
| 11 Rope Ferry Rd 6210 | Hanover | NH | 037551404 | 020222111 | 501(C)(3) | $5,645 | SUBCONTRACT GRANT AWARD | |
| Dimagi Inc | ||||||||
| 585 Massachusetts Ave Ste 4 | Cambridge | MA | 02139 | 830343298 | FOR PROFIT | $55,559 | SUBCONTRACT GRANT AWARD | |
| Dudley Street Neighborhood Initiative | ||||||||
| 550 Dudley St | Roxbury | MA | 02119 | 042859066 | 501(C)(3) | $42,779 | SUBCONTRACT GRANT AWARD | |
| Duke University | ||||||||
| PO Box 602651 | Charlotte | NC | 282602651 | 560532129 | 501(C)(3) | $34,237 | SUBCONTRACT GRANT AWARD | |
| Eldarion Inc | ||||||||
| 28 Harvard St | Arlington | MA | 02476 | 001178487 | FOR PROFIT | $62,063 | SUBCONTRACT GRANT AWARD | |
| Emory University | ||||||||
| PO Box 935084 | Atlanta | GA | 311935084 | 580566256 | 501(C)(3) | $31,526 | SUBCONTRACT GRANT AWARD | |
| Farm Commons Inc | ||||||||
| 302 W Austin St | Duluth | MN | 558031763 | 455445890 | 501(C)(3) | $43,363 | SUBCONTRACT GRANT AWARD | |
| Flexcon Co Inc | ||||||||
| PO Box 904 | Spencer | MA | 015620904 | 901510305 | 501(C)(3) | $125,275 | SUBCONTRACT GRANT AWARD | |
| Forsyth Institute | ||||||||
| 245 First St 17th Floor | Cambridge | MA | 02142 | 042104230 | 501(C)(3) | $32,469 | SUBCONTRACT GRANT AWARD | |
| Fox Chase Cancer Center | ||||||||
| 333 Cottman Ave C227 | Philadelphia | PA | 19111 | 232003072 | 501(C)(3) | $76,231 | SUBCONTRACT GRANT AWARD | |
| Fuller Theological Seminary | ||||||||
| 180 N Oakland Ave | Pasadena | CA | 91101 | 951699394 | 501(C)(3) | $46,887 | SUBCONTRACT GRANT AWARD | |
| Geneva Foundation | ||||||||
| PO Box 84212 | Seattle | WA | 981245512 | 911593913 | 501(C)(3) | $34,360 | SUBCONTRACT GRANT AWARD | |
| George Washington University | ||||||||
| GCAS PO Box 829896 | Philadelphia | PA | 191829896 | 530196584 | 501(C)(3) | $98,357 | SUBCONTRACT GRANT AWARD | |
| Georgia Tech Research Corp | ||||||||
| PO Box 100117 | Atlanta | GA | 30384 | 580603146 | 501(C)(3) | $16,815 | SUBCONTRACT GRANT AWARD | |
| Global Food & Nutrition Inc | ||||||||
| 1300 L St NW 920 | Washington | DC | 20005 | 521931539 | FOR PROFIT | $97,604 | SUBCONTRACT GRANT AWARD | |
| Hackensack University Medical Center | ||||||||
| 111 Ideation Way Bldg 102 | Nutley | NJ | 071105100 | 203075723 | 501(C)(3) | $119,495 | SUBCONTRACT GRANT AWARD | |
| Harvard University | ||||||||
| PO Box 415649 | Boston | MA | 022415649 | 042103580 | 501(C)(3) | $463,669 | SUBCONTRACT GRANT AWARD | |
| Health Research Inc | ||||||||
| 150 Broadway Ste 280 | Menands | NY | 12204 | 141402155 | 501(C)(3) | $24,649 | SUBCONTRACT GRANT AWARD | |
| Heifer International | ||||||||
| 1 World Ave | Little Rock | AR | 72202 | 351019477 | 501(C)(3) | $9,793 | SUBCONTRACT GRANT AWARD | |
| International Food Policy Research Institute | ||||||||
| 1201 Eye St NW | Washington | DC | 20005 | 521041632 | 501(C)(3) | $54,048 | SUBCONTRACT GRANT AWARD | |
| Intl Bank for Reconstruction & Development | ||||||||
| 1818 H St NW | Washington | DC | 20433 | 980002549 | FOR PROFIT | $300,253 | SUBCONTRACT GRANT AWARD | |
| Jackson Lab | ||||||||
| PO Box 90260 | Chicago | IL | 606960260 | 010211513 | 501(C)(3) | $21,290 | SUBCONTRACT GRANT AWARD | |
| Johns Hopkins University | ||||||||
| 12529 Collections Center Dr | Chicago | IL | 60693 | 520595110 | 501(C)(3) | $185,664 | SUBCONTRACT GRANT AWARD | |
| JSI Research & Training Institute Inc | ||||||||
| 44 Farnsworth St | Boston | MA | 02210 | 042679824 | FOR PROFIT | $297,791 | SUBCONTRACT GRANT AWARD | |
| Lahey Hospital & Medical Center | ||||||||
| Research Administration 41 Mall Rd | Burlington | MA | 01805 | 042704686 | 501(C)(3) | $18,881 | SUBCONTRACT GRANT AWARD | |
| Lancon Environmental LLC | ||||||||
| 234 Summer St | Somerville | MA | 021432245 | 001437785 | FOR PROFIT | $100,000 | SUBCONTRACT GRANT AWARD | |
| Maine Medical Center | ||||||||
| One Riverfront Plaza | Scarborough | ME | 04074 | 010238552 | 501(C)(3) | $354,336 | SUBCONTRACT GRANT AWARD | |
| Maine Organic Farmers & Gardeners Association | ||||||||
| PO Box 170 | Unity | ME | 04988 | 016048322 | 501(C)(3) | $6,618 | SUBCONTRACT GRANT AWARD | |
| Mass Eye and Ear Infirmary | ||||||||
| MEEI Research Bank of America NA | Boston | MA | 022412356 | 042103591 | 501(C)(3) | $57,831 | SUBCONTRACT GRANT AWARD | |
| Mass General Hospital | ||||||||
| Bank of America N A | Boston | MA | 022413829 | 042697983 | 501(C)(3) | $256,753 | SUBCONTRACT GRANT AWARD | |
| Mass Institute of Technology | ||||||||
| NE49-3077 77 Massachusetts Ave | Cambridge | MA | 02139 | 042103594 | 501(C)(3) | $1,082,187 | SUBCONTRACT GRANT AWARD | |
| MassCommonwealth of | ||||||||
| 250 Washington St | Boston | MA | 02108 | 046002284 | Gov't | $40,018 | SUBCONTRACT GRANT AWARD | |
| MDI Biological Laboratory | ||||||||
| PO Box 35 | Salisbury Cove | ME | 04672 | 010202467 | 501(C)(3) | $36,080 | SUBCONTRACT GRANT AWARD | |
| Medical College of Wisconsin | ||||||||
| PO Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501(C)(3) | $155,572 | SUBCONTRACT GRANT AWARD | 8701 Watertown Plank Rd |
| MGH Institute of Health Profession | ||||||||
| 399 Revolution Dr 7th Fl | Somerville | MA | 021451444 | 042868893 | 501(C)(3) | $13,580 | SUBCONTRACT GRANT AWARD | |
| Museum of Science | ||||||||
| Science Park | Boston | MA | 021147188 | 042103916 | 501(C)(3) | $30,126 | SUBCONTRACT GRANT AWARD | |
| Natl Kidney Foundation Inc | ||||||||
| 30 E 33rd St | New York | NY | 10016 | 131673104 | 501(C)(3) | $9,732 | SUBCONTRACT GRANT AWARD | |
| New Jersey Institute of Technology | ||||||||
| 323 Dr Martin Luther King Jr Blvd | Newark | NJ | 071021982 | 221714037 | 501(C)(3) | $13,573 | SUBCONTRACT GRANT AWARD | |
| New York Academy of Medicine | ||||||||
| 1216 Fifth Ave | New York | NY | 10029 | 131656674 | 501(C)(3) | $15,119 | SUBCONTRACT GRANT AWARD | |
| New York Road Runners Inc | ||||||||
| 156 W 56th St | New York | NY | 10019 | 132949483 | 501(C)(3) | $12,083 | SUBCONTRACT GRANT AWARD | |
| New York University | ||||||||
| 105 E 17th St | New York | NY | 10003 | 135562308 | 501(C)(3) | $39,103 | SUBCONTRACT GRANT AWARD | |
| Newton Wellesley Hospital | ||||||||
| 2014 Washhington St | Newton | MA | 02462 | 042103611 | 501(C)(3) | $8,140 | SUBCONTRACT GRANT AWARD | |
| Northeastern University | ||||||||
| 360 Huntington Ave | Boston | MA | 02115 | 041679980 | 501(C)(3) | $631,783 | SUBCONTRACT GRANT AWARD | |
| Northwestern University | ||||||||
| 633 Clark St Rm G-547 | Evanston | IL | 602081112 | 362167817 | 501(C)(3) | $85,923 | SUBCONTRACT GRANT AWARD | |
| Ohio State Univ Research Foundation | ||||||||
| 1960 Kenny Rd | Columbus | OH | 432101063 | 316401599 | 501(C)(3) | $163,536 | SUBCONTRACT GRANT AWARD | |
| Old Dominion University Research Foundation | ||||||||
| 4111 Monarch Way Ste 204 | Norfolk | VA | 235082561 | 546068198 | 501(C)(3) | $25,852 | SUBCONTRACT GRANT AWARD | |
| Oregon State University | ||||||||
| 312 Kerr Administration Bldg | Corvallis | OR | 973312140 | 936001786 | 501(C)(3) | $178,201 | SUBCONTRACT GRANT AWARD | |
| Parlance Corp | ||||||||
| 400 W Cummings Pk Ste 200 | Woburn | MA | 01801 | 043334185 | FOR PROFIT | $40,740 | SUBCONTRACT GRANT AWARD | |
| Pratham USA | ||||||||
| 9703 Richmond Ave Ste 102 | Houston | TX | 770424659 | 760620808 | 501(C)(3) | $60,000 | SUBCONTRACT GRANT AWARD | |
| Purdue University | ||||||||
| 23510 Network Pl | Chicago | IL | 606731235 | 356002041 | 501(C)(3) | $62,349 | SUBCONTRACT GRANT AWARD | |
| RAND Corporation | ||||||||
| 1776 Main St PO Box 2138 | Santa Monica | CA | 904072138 | 951958142 | 501(C)(3) | $108,943 | SUBCONTRACT GRANT AWARD | |
| Regents of the University of Minnesota | ||||||||
| NW 5957 PO Box 1450 | Minneapolis | MN | 554855957 | 416007513 | 501(C)(3) | $47,868 | SUBCONTRACT GRANT AWARD | |
| Rensselaer Polytechnic Institute | ||||||||
| 110 8th St Proctors Bldg | Troy | NY | 121803590 | 141340095 | 501(C)(3) | $97,724 | SUBCONTRACT GRANT AWARD | |
| Research Foundation of City of New York | ||||||||
| 230 West 41st St 7th Fl | New York | NY | 10036 | 131988190 | 501(C)(3) | $22,827 | SUBCONTRACT GRANT AWARD | |
| Research Triangle Institute | ||||||||
| Post Office Box 900002 | Raleigh | NC | 276759000 | 560686338 | 501(C)(3) | $16,070 | SUBCONTRACT GRANT AWARD | |
| Rowan University | ||||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08028 | 222764819 | 501(C)(3) | $50,648 | SUBCONTRACT GRANT AWARD | |
| Rush University | ||||||||
| 1700 West Van Buren St | Chicago | IL | 606123833 | 362174823 | 501(C)(3) | $222,328 | SUBCONTRACT GRANT AWARD | |
| Rutgers The State University of NJ | ||||||||
| 33 Knightsbridge Road | Piscataway | NJ | 088543925 | 226001086 | 501(C)(3) | $66,051 | SUBCONTRACT GRANT AWARD | |
| Schepens Eye Research Institute Inc | ||||||||
| PO Box 412360 | Boston | MA | 022412360 | 042129889 | 501(C)(3) | $26,892 | SUBCONTRACT GRANT AWARD | |
| Smith College | ||||||||
| 204 College Hall | Northampton | MA | 01063 | 041843040 | 501(C)(3) | $31,627 | SUBCONTRACT GRANT AWARD | |
| Society for Research in Child Development | ||||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | 356005842 | 501(C)(3) | $64,000 | SUBCONTRACT GRANT AWARD | |
| Stanford University | ||||||||
| PO Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501(C)(3) | $221,080 | SUBCONTRACT GRANT AWARD | |
| Strategic Evaluations Inc | ||||||||
| 5501 Woodberry Rd | Durham | NC | 27707 | 200440322 | FOR PROFIT | $30,960 | SUBCONTRACT GRANT AWARD | |
| SustainaMetrix LLC | ||||||||
| 1101 E 33rd St Ste C310 | Baltimore | MD | 21218 | 262596621 | FOR PROFIT | $30,400 | SUBCONTRACT GRANT AWARD | |
| Tetra Tech ARD | ||||||||
| 159 Bank St Ste 300 | Burlington | VT | 054014479 | 001236539 | FOR PROFIT | $89,817 | SUBCONTRACT GRANT AWARD | |
| Texas A&M Health Science Center COM | ||||||||
| 400 Harvey Mitchell Pkwy S | College Station | TX | 778454375 | 311702109 | 501(C)(3) | $372,158 | SUBCONTRACT GRANT AWARD | |
| Tides Center | ||||||||
| 1012 Torney Ave | San Francisco | CA | 94129 | 943213100 | 501(C)(3) | $8,268 | SUBCONTRACT GRANT AWARD | |
| Toolbox Medical Innovations | ||||||||
| 1965 Kellogg Ave | Carlsbad | CA | 920086582 | 471195423 | FOR PROFIT | $149,700 | SUBCONTRACT GRANT AWARD | |
| Translational Genomics Research Institute | ||||||||
| 445 N 5th St Ste 600 | Phoenix | AZ | 85004 | 753065445 | 501(C)(3) | $96,278 | SUBCONTRACT GRANT AWARD | |
| Tufts Medical Center | ||||||||
| 750 Washington St Box 817 | Boston | MA | 02111 | 043400617 | 501(C)(3) | $9,833,728 | SUBCONTRACT GRANT AWARD | |
| Tulane University | ||||||||
| 1555 Poydras St | New Orleans | LA | 70112 | 237113317 | 501(C)(3) | $29,017 | SUBCONTRACT GRANT AWARD | |
| Turnaround for Children Inc | ||||||||
| 25 W 45th St 6FL | New York | NY | 100364902 | 061495529 | 501(C)(3) | $158,489 | SUBCONTRACT GRANT AWARD | |
| Univ of Arkansas | ||||||||
| Treasurers Office PO Box 1404 | Fayetteville | AR | 727021404 | 716056774 | 501(C)(3) | $29,868 | SUBCONTRACT GRANT AWARD | |
| Univ of California Davis | ||||||||
| The Regents of Univ of CA | West Sacramento | CA | 957989062 | 946036494 | 501(C)(3) | $37,570 | SUBCONTRACT GRANT AWARD | |
| Univ of California Los Angeles | ||||||||
| 1125 Murphy Hall 405 Hilgard Ave | Los Angeles | CA | 900959000 | 956006143 | 501(C)(3) | $17,626 | SUBCONTRACT GRANT AWARD | |
| Univ of Georgia Research Foundation Inc | ||||||||
| 310 E Campus Rd | Athens | GA | 30602 | 581353149 | 501(C)(3) | $13,429 | SUBCONTRACT GRANT AWARD | |
| Univ of New Mexico | ||||||||
| Health Sciences Ctr Library | Albuquerque | NM | 871315686 | 850275408 | 501(C)(3) | $13,066 | SUBCONTRACT GRANT AWARD | |
| Univ of North Carolina at Chapel Hill | ||||||||
| PO Box 402420 | Atlanta | GA | 303842420 | 566001393 | 501(C)(3) | $22,533 | SUBCONTRACT GRANT AWARD | |
| University of California Regents | ||||||||
| CASFS 1156 High St | Santa Cruz | CA | 95064 | 956006145 | 501(C)(3) | $8,634 | SUBCONTRACT GRANT AWARD | |
| University of California San Diego | ||||||||
| 9500 Gilman Dr MC 0009 | La Jolla | CA | 920930009 | 956006144 | 501(C)(3) | $109,652 | SUBCONTRACT GRANT AWARD | |
| University of Cape Town | ||||||||
| 509 Madison Ave | New York | NY | 100225501 | 133202349 | 501(C)(3) | $66,817 | SUBCONTRACT GRANT AWARD | |
| University of Connecticut | ||||||||
| 438 Whitney Rd Ext Unit 1133 | Storrs | CT | 062691133 | 060772160 | 501(C)(3) | $64,125 | SUBCONTRACT GRANT AWARD | |
| University of Georgia | ||||||||
| 310 E Campus Rd - Tucker Hall | Athens | GA | 30602 | 586001998 | 501(C)(3) | $227,262 | SUBCONTRACT GRANT AWARD | |
| University of Houston | ||||||||
| Treasurers Office PO Box 988 | Houston | TX | 770010988 | 746041411 | 501(C)(3) | $148,677 | SUBCONTRACT GRANT AWARD | |
| University of Illinois | ||||||||
| 28395 Network Pl | Chicago | IL | 606731283 | 376000511 | 501(C)(3) | $26,019 | SUBCONTRACT GRANT AWARD | |
| University of Maryland | ||||||||
| 220 Arch St Office Level 2 | Baltimore | MD | 207423141 | 311678679 | 501(C)(3) | $5,581 | SUBCONTRACT GRANT AWARD | |
| University of MassachusettsBoston | ||||||||
| 100 Morrissey Blvd | Boston | MA | 021253300 | 043167352 | 501(C)(3) | $64,039 | SUBCONTRACT GRANT AWARD | |
| University of Miami | ||||||||
| PO Box 405803 | Atlanta | GA | 303845803 | 590624458 | 501(C)(3) | $60,219 | SUBCONTRACT GRANT AWARD | |
| University of Michigan | ||||||||
| Box 223131 | Pittsburgh | PA | 152512131 | 386006309 | 501(C)(3) | $283,302 | SUBCONTRACT GRANT AWARD | |
| University of Missouri | ||||||||
| PO Box 807012 | Kansas City | MO | 641807012 | 436003859 | 501(C)(3) | $116,124 | SUBCONTRACT GRANT AWARD | |
| University of Nebraska | ||||||||
| 985045 Nebraska Medical Center | Omaha | NE | 681985045 | 470049123 | 501(C)(3) | $8,211 | SUBCONTRACT GRANT AWARD | |
| University of Northern Iowa | ||||||||
| Office of Business Operations | Cedar Falls | IA | 506140008 | 426004333 | 501(C)(3) | $51,759 | SUBCONTRACT GRANT AWARD | |
| University of Pennsylvania | ||||||||
| PO Box 785541 | Philadelphia | PA | 191785541 | 231352685 | 501(C)(3) | $19,645 | SUBCONTRACT GRANT AWARD | |
| University of Pittsburgh | ||||||||
| 500 Ross St 154-0455 | Pittsburgh | PA | 152620001 | 250965591 | 501(C)(3) | $47,049 | SUBCONTRACT GRANT AWARD | |
| University of Tennessee | ||||||||
| 210 Student Services Building | Knoxville | TN | 379960105 | 626047697 | 501(C)(3) | $8,325 | SUBCONTRACT GRANT AWARD | |
| University of Texas | ||||||||
| PO Box 301418 | Dallas | TX | 753031418 | 741761309 | 501(C)(3) | $122,898 | SUBCONTRACT GRANT AWARD | |
| University of Texas at Austin | ||||||||
| PO Box 7159 | Austin | TX | 787137159 | 746000203 | 501(C)(3) | $132,637 | SUBCONTRACT GRANT AWARD | |
| University of Utah | ||||||||
| 201 S Presidents Cir | Salt Lake City | UT | 841129020 | 876000525 | 501(C)(3) | $7,522 | SUBCONTRACT GRANT AWARD | |
| University of Vermont | ||||||||
| 85 S Prospect St | Burlington | VT | 054050160 | 030179440 | 501(C)(3) | $101,748 | SUBCONTRACT GRANT AWARD | |
| University of Virginia | ||||||||
| PO Box 400195 | Charlottesville | VA | 229044195 | 546001796 | 501(C)(3) | $71,238 | SUBCONTRACT GRANT AWARD | |
| University of Washington | ||||||||
| 12455 Collections Dr | Chicago | IL | 60693 | 916001537 | 501(C)(3) | $273,129 | SUBCONTRACT GRANT AWARD | |
| University of Wisconsin | ||||||||
| Office For Research | Milwaukee | WI | 532780538 | 396006492 | 501(C)(3) | $129,714 | SUBCONTRACT GRANT AWARD | |
| Urban Farming Institute of Boston Inc | ||||||||
| 34 LInwood St | Roxbury | MA | 02119 | 453961022 | FOR PROFIT | $13,500 | SUBCONTRACT GRANT AWARD | |
| US Dept of Agriculture | ||||||||
| PO Box 979099 | St Louis | MO | 631799000 | 410696271 | 501(C)(3) | $20,155 | SUBCONTRACT GRANT AWARD | |
| Vanderbilt University | ||||||||
| 2301 Vanderbilt Pl | Nashville | TN | 372401591 | 620476822 | 501(C)(3) | $8,156 | SUBCONTRACT GRANT AWARD | |
| Vaxess Technologies Inc | ||||||||
| 790 Memorial Dr | Cambridge | MA | 021394648 | 460612554 | FOR PROFIT | $53,903 | SUBCONTRACT GRANT AWARD | |
| Villanova University | ||||||||
| Pulling Law Library | Villanova | PA | 19085 | 231352688 | 501(C)(3) | $18,896 | SUBCONTRACT GRANT AWARD | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 223849199 | 501(C)(3) | $164,246 | SUBCONTRACT GRANT AWARD | |
| Washington State University | ||||||||
| 240 French Administration Bldg | Pullman | WA | 991641025 | 916001108 | 501(C)(3) | $39,992 | SUBCONTRACT GRANT AWARD | PO Box 641025 |
| Wellesley College | ||||||||
| 106 Central St | Wellesley | MA | 02481 | 042103637 | 501(C)(3) | $38,916 | SUBCONTRACT GRANT AWARD | |
| Women & Infants Hospital of Rhode Island | ||||||||
| 350 Duncan Dr | Providence | RI | 02906 | 050258937 | 501(C)(3) | $48,395 | SUBCONTRACT GRANT AWARD | |
| YouGov America Inc | ||||||||
| 805 Veterans Blvd Ste 202 | Redwood City | CA | 94063 | 980547173 | FOR PROFIT | $266,800 | SUBCONTRACT GRANT AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 123 | Total501c3OrgCnt |
| Total Other Org | 17 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 6312 | $147,338,158 |
| FELLOWSHIPS | 875 | $3,248,559 |
| STUDENT & FACULTY PRIZES | 608 | $627,753 |
| STUDENT STIPENDS | 378 | $421,622 |
| CARES ACT ASSISTANCE | 1509 | $1,314,976 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. CARES/HEERF ACT ASSISTANCE: AS A RESULT OF THE COVID 19 PANDEMIC AND THE CARES/HEERF ACT LEGISLATION, WHICH WAS PASSED IN EARLY 2020 BY CONGRESS, HIGHER EDUCATION INSTITUTIONS WERE ELIGIBLE TO RECEIVE STUDENT AID RELIEF FUNDING. TRUSTEES OF TUFTS COLLEGE (TUFTS) APPLIED FOR RELIEF FUNDS AND WAS AWARDED SUCH FUNDS VIA OUR FEDERAL GRANT/SPONSORED ACCOUNTING OFFICE. THE TOTAL FY21 FEDERAL AWARD RECEIVED WAS $1,314,977 (FOR 1,509 STUDENTS) AND WAS DISTRIBUTED ACROSS ALL UNIVERSITY SCHOOLS AND ACCOUNTED FOR VIA OUR SPONSORED ACCOUNTING OFFICE USING SEPARATE SCHOOL DEPARTMENT ID'S. THE UNIVERSITY BURSAR'S OFFICE WAS USED TO FACILITATE THE CARES/HEERF ACT AWARD PAYMENTS. THESE EMERGENCY FINANCIAL AID GRANT FUNDS WERE DISTRIBUTED TO STUDENT APPLICANTS USING THEIR STUDENT ACCOUNTS FOR UNEXPECTED EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS DUE TO THE CORONAVIRUS. THE BURSARS OFFICE SENT FUNDS TO FAFSA ELIGIBLE STUDENTS WITHIN THE UNITED STATES AND HAVE BEEN CAPTURED ON SCHEDULE I. ALL PAYMENTS WERE MADE DIRECTLY TO STUDENT ACCOUNTS VIA DIRECT DEPOSIT, WHEN AVAILABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anthony P Monaco | ||||||||||||||
| Trustee & University President | $840,185 | $0 | $0 | $0 | $164,401 | $0 | $35,865 | $0 | $128,151 | $0 | $1,168,602 | $0 | $0 | $0 |
| Michael A Baenen | ||||||||||||||
| See Schedule O for Title | $102,954 | $0 | $0 | $0 | $21,724 | $0 | $12,469 | $0 | $7,036 | $0 | $144,183 | $0 | $0 | $0 |
| Deborah T Kochevar | ||||||||||||||
| Interim Provost & Sr VP - End Date 6/30/2019 | $146,409 | $0 | $0 | $0 | $495 | $0 | $16,728 | $0 | $47 | $0 | $163,679 | $0 | $0 | $0 |
| Jean E Ayers | ||||||||||||||
| Interim VP - Communications & Marketing - End Date 8/27/2018 | $190,891 | $0 | $0 | $0 | $397 | $0 | $22,203 | $0 | $10,843 | $0 | $224,334 | $0 | $0 | $0 |
| Mary R Jeka | ||||||||||||||
| VP - University Relations | $447,170 | $0 | $0 | $0 | $25,611 | $0 | $35,865 | $0 | $11,004 | $0 | $519,650 | $0 | $0 | $0 |
| Paul J Tringale | ||||||||||||||
| Secretary of Corporation | $171,782 | $0 | $0 | $0 | $1,061 | $0 | $20,684 | $0 | $147,298 | $0 | $340,825 | $0 | $0 | $0 |
| Eric C Johnson | ||||||||||||||
| VP - University Advancement | $462,866 | $0 | $0 | $0 | $22,850 | $0 | $35,865 | $0 | $24,713 | $0 | $546,294 | $0 | $0 | $0 |
| Elizabeth Mcclain | ||||||||||||||
| Associate Treasurer | $182,546 | $0 | $0 | $0 | $722 | $0 | $21,579 | $0 | $18,822 | $0 | $223,669 | $0 | $0 | $0 |
| Barbara Stein | ||||||||||||||
| VP Operations | $318,204 | $0 | $0 | $0 | $7,519 | $0 | $35,865 | $0 | $33,657 | $0 | $395,245 | $0 | $0 | $0 |
| Michael Rodman | ||||||||||||||
| VP Communications & Marketing | $217,254 | $0 | $0 | $0 | $19,858 | $0 | $30,399 | $0 | $29,137 | $0 | $296,648 | $0 | $0 | $0 |
| Nadine Aubry | ||||||||||||||
| Provost and Senior Vice President | $615,792 | $0 | $0 | $0 | $24,054 | $0 | $35,865 | $0 | $22,955 | $0 | $698,666 | $0 | $0 | $0 |
| Michael W Howard | ||||||||||||||
| Executive VP | $563,241 | $0 | $0 | $0 | $41,088 | $0 | $35,865 | $0 | $29,293 | $0 | $669,487 | $0 | $0 | $0 |
| Sara M Judge | ||||||||||||||
| VP Development | $205,439 | $0 | $0 | $0 | $16,692 | $0 | $27,862 | $0 | $12,770 | $0 | $262,763 | $0 | $0 | $0 |
| James M Hurley | ||||||||||||||
| CFO,VP-Finance & Treasurer - Start Date 1/1/2020 | $408,424 | $0 | $0 | $0 | $7,758 | $0 | $35,865 | $0 | $11,231 | $0 | $463,278 | $0 | $0 | $0 |
| Christopher M Sedore | ||||||||||||||
| VP - Information Technology, CIO | $386,789 | $0 | $0 | $0 | $20,469 | $0 | $35,865 | $0 | $26,168 | $0 | $469,291 | $0 | $0 | $0 |
| Kim Ryan | ||||||||||||||
| VP Human Resources - Start Date 7/20/2020 | $130,496 | $0 | $0 | $0 | $12,784 | $0 | $19,111 | $0 | $9,150 | $0 | $171,541 | $0 | $0 | $0 |
| Deborah Blackie | ||||||||||||||
| Interim VP Human Resources - End Date 7/20/2020 | $203,031 | $0 | $0 | $0 | $1,257 | $0 | $24,286 | $0 | $12,970 | $0 | $241,544 | $0 | $0 | $0 |
| Naomi Rosenberg | ||||||||||||||
| DEAN BIOMEDICAL SCIENCES - End Date 6/30/2017 | $102,993 | $0 | $0 | $0 | $38 | $0 | $8,949 | $0 | $8 | $0 | $111,988 | $0 | $0 | $0 |
| Linda M Abriola | ||||||||||||||
| See Schedule O for Title | $313,129 | $0 | $0 | $0 | $2,987 | $0 | $35,865 | $0 | $32,699 | $0 | $384,680 | $0 | $0 | $0 |
| Joyce S Knoll | ||||||||||||||
| Interim Dean Cummings School - End Date 7/14/2019 | $174,665 | $0 | $0 | $0 | $2,228 | $0 | $20,603 | $0 | $22,435 | $0 | $219,931 | $0 | $0 | $0 |
| James M Glaser | ||||||||||||||
| Dean Arts & Sciences | $374,937 | $0 | $0 | $0 | $2,685 | $0 | $35,865 | $0 | $31,175 | $0 | $444,662 | $0 | $0 | $0 |
| Jianmin Qu | ||||||||||||||
| Dean of Engineering | $402,895 | $0 | $0 | $0 | $2,875 | $0 | $35,865 | $0 | $24,022 | $0 | $465,657 | $0 | $0 | $0 |
| Daniel Jay | ||||||||||||||
| Dean School for Graduate Biomedical Sciences | $245,067 | $0 | $0 | $0 | $1,473 | $0 | $28,487 | $0 | $11,447 | $0 | $286,474 | $0 | $0 | $0 |
| Alastair E Cribb | ||||||||||||||
| Dean Cummings School | $310,658 | $0 | $0 | $0 | $2,146 | $0 | $35,865 | $0 | $24,499 | $0 | $373,168 | $0 | $0 | $0 |
| Peter W Bates | ||||||||||||||
| Dean ad interim Medical School - Start Date 1/1/2020 | $405,866 | $0 | $0 | $0 | $5,493 | $0 | $35,865 | $0 | $24,546 | $0 | $471,770 | $0 | $0 | $0 |
| Nadeem Karimbux | ||||||||||||||
| Dean Dental School | $393,059 | $0 | $0 | $0 | $1,847 | $0 | $35,865 | $0 | $33,906 | $0 | $464,677 | $0 | $0 | $0 |
| Huw Thomas | ||||||||||||||
| Dean Emeritus, Professor of Pediatric Dentistry Emeritus | $208,833 | $0 | $0 | $0 | $271,321 | $0 | $27,488 | $0 | $9,859 | $0 | $517,501 | $0 | $0 | $0 |
| Dariush Mozaffarian | ||||||||||||||
| Dean Friedman School | $432,270 | $0 | $0 | $0 | $2,587 | $0 | $35,865 | $0 | $30,509 | $0 | $501,231 | $0 | $0 | $0 |
| TRYFAN D EVANS | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $284,375 | $0 | $97,351 | $0 | $649 | $0 | $60,772 | $0 | $180 | $0 | $443,327 | $0 | $82,362 | $0 |
| Rachel E Kyte | ||||||||||||||
| Dean Fletcher School | $420,000 | $0 | $0 | $0 | $2,163 | $0 | $35,865 | $0 | $259 | $0 | $458,287 | $0 | $0 | $0 |
| Philip W Hinds | ||||||||||||||
| Professor & Chair | $154,844 | $0 | $0 | $0 | $250,661 | $0 | $18,402 | $0 | $25,664 | $0 | $449,571 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2020, TWO OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). |
| Schedule J, Part I, Line 1a Personal services | THE UNIVERSITY PROVIDES HOUSECLEANING AS PERSONAL SERVICES TO THE PRESIDENT. The value of the services are included in taxable compensation and grossed up. THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | As a result of his separation with the University, Huw Thomas received a one time separation payment in the amount of $189,346 during calendar year 2020. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | TRYFAN D. EVANS, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $97,351 IN 2020. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING THREE YEARS WHICH ALLOW FOR 50% IN YEAR ONE AND 25% FOR YEARS TWO AND THREE. THE ACTUAL INCENTIVE PAYOUTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND THE AMOUNT PAID TO THIS INDIVIDUAL IS FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 5(a) AND LINE 7. |
| Schedule J, Part I, Line 7 Non-fixed payments | ONE INVESTMENT OFFICER PARTICIPATED IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED NON-FIXED PAYMENTS FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THESE AMOUNTS ARE A COMPONENT OF THE TOTAL REPORTABLE AMOUNTS AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II) |
| Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception | The Provost is serving under her initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS. |
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 |
|---|---|---|---|---|---|---|---|---|
| MHEFA Series N | ||||||||
| A | 042456011 | 57586CV36 | 2008-03-27 | $140,600,000 | REFUND ISSUE DATED 08/05/2004 & 01/12/2006 | false | false | false |
| MHEFA Series M | ||||||||
| B | 042456011 | 57586ejt9 | 2009-06-11 | $66,548,467 | REFUND ISSUE DATED 04/01/1998 | false | false | false |
| MHEFA SERIES G | ||||||||
| C | 042456011 | 57586EKD2 | 2009-07-01 | $27,900,000 | REFUND ISSUES DATED 6/14/1995 & 6/07/2001 | false | false | false |
| MDFA Series P | ||||||||
| D | 043431814 | 57583r7l3 | 2011-02-08 | $50,532,192 | REFUND ISSUE DATED 04/03/2001 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,300,000 | $0 | $140,600,000 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 | $140,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $17,465,000 | $0 | $66,548,467 | $0 | $0 | $0 | $538,881 | $0 | $0 | $0 | $66,009,586 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $3,600,000 | $27,900,000 | $27,900,000 | Yes (true) | false | Yes (true) | Yes (true) | |||||||||
| D | $50,532,192 | $532,192 | $50,000,000 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | 0.0 | |||||||||||
| C | 0.0 | |||||||||||
| D | Yes (true) | 0.0 |
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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK & BNY MELLON | |||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 10.0 | Yes (true) | false | false | Deutsche Bank and Bank of America | false | Yes (true) |
| (no name) | |||||||||||||
| B | false | false | Yes (true) | false | false | false | false | false | Yes (true) | ||||
| (no name) | |||||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) | ||||
| BNY MELLON | |||||||||||||
| D | false | false | Yes (true) | false | Yes (true) | Yes (true) | 25.0 | false | false | false | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I | SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K & MULTIPLE SCHEDULES ARE ATTACHED |
| Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) | RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. |
| Schedule K, Part I, Column (b) CUSIP # | MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP |
| Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW |
| Schedule K, Part III Column (D) | SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K |
| Schedule K, Part III, Line 6 ALL SERIES WITH 0.0% | WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD |
| Schedule K, Part III COLUMNS (B) & (C) | BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE ARE EXEMPT FROM REPORTING ON PART III OF SCHEDULE K |
| Schedule K, Part II, Line 1 COLUMN (A) | AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT. |
| Schedule K, Part II, Line 2 COLUMN (A) | AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT. |
| Schedule K, Part II, Line 3 COLUMN (C) | SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048 |
| Schedule K, Part II, Line 1 COLUMN B | ANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF MULTIPLE BONDS |
| Schedule K, Part II, Line 10 COLUMN (C) | SERIES R HAD FINAL SPEND-DOWN OF PROCEEDS ON PROJECTS |
| Schedule K, Part II, Line 3 COLUMN C | THE DIFFERENCE IN SERIES R PROCEEDS IS ATTRIBUTABLE TO INVESTMENT EARNINGS |
| Schedule K, Part I MHEFA & MDFA | MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MDFA SERIES Q The calculation for computing no rebate due was performed on 08/02/2021 |
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 |
|---|---|---|---|---|---|---|---|---|
| MDFA SERIES Q | ||||||||
| A | 043431814 | 57583U4K1 | 2015-02-26 | $78,544,431 | REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY | Yes (true) | false | false |
| MDFA SERIES (MASTER LEASE AGRMNT) | ||||||||
| B | 043431814 | 2015-03-17 | $28,000,000 | CONSTRUCT FACILITY | false | false | false | |
| MDFA SERIES R | ||||||||
| C | 043431814 | 57584YNF2 | 2018-12-13 | $34,000,000 | IMPROVEMENTS TO EXISTING BUILDINGS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,860,000 | $2,365,000 | $78,544,431 | $728,677 | $5,700,580 | $72,115,174 | 2016 | false | Yes (true) | Yes (true) | Yes (true) | |
| B | $12,396,366 | $28,000,000 | $66,569 | $27,933,431 | 2016 | false | false | Yes (true) | Yes (true) | |||
| C | $34,317,229 | $384,520 | $33,932,709 | 2019 | false | false | Yes (true) | Yes (true) | $0 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ADAGE CAPITAL MANAGEMENT | |||
| PARTNER IS SPOUSE OF CURRENT TRUSTEE | $2,311,594 | INVESTMENT MANAGEMENT SERVICES | false |
| Steven Block | |||
| Spouse of Current Trustee | $293,316 | Employment | false |
| A & A Metro Transportation | |||
| Brother of Current Trustee | $500,070 | Transportation Services | false |
| Robert Ferrin | |||
| Spouse of V.P. of Finance & Treasurer | $90,728 | Employment | false |
| MORTON B ROSENBERG | |||
| SPOUSE OF FORMER KEY EMPLOYEE | $182,694 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $445,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,337 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 192 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,441,424 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,844 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $462,869 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 8 | $221,059 | Market value |
| Yes (X) | DINNER EVENTS AND MEETINGS | 2 | $4,557 | Market value |
| Yes (X) | DONATED TRAVEL EXPENSES | 1 | $11,213 | Market value |
| Yes (X) | CONTRIBUTION PORTION FROM THE SMFA ART SALE | 4 | $466,171 | Market value |
| Yes (X) | SPORTS/CONCERT TICKETS | 6 | $2,575 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I NON-CASH CONTRIBUTIONS | THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | Trustees of Tufts college "Tufts" engaged with the companies Bidsquare and TouchNet for its annual Art Sale. Bidsquare is a third-party marketplace facilitator for online art sales and auctions. Bidsquare handles listing pieces of art on its website, hosting the "online sale" and processing sales transactions for a fee. TouchNet is a Higher Education e-commerce platform that provides secure commerce and credentials solutions for colleges and universities. TouchNet handles secure integrated payment processing offering a variety of payment methods and channels for online users for a fee. Tufts engaged with Bidsquare and Touchnet this year due to the current COVID environment. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS | TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES. |
| Form 990, Part III, Line 1 | Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With approximately 11,619 full-time students from 105 countries, we are committed to providing A transformative experience for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD AND TUFTS IS RECOGNIZED AMONGST THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT, RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ON ANY NECESSARY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS TOWERS WATSON, AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, THE UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P., AS WELL AS THE SENIOR VICE PRESIDENT FROM UNIVERSITY ADVANCEMENT, SENIOR VICE PRESIDENT OF UNIVERSITY RELATIONS AND GENERAL COUNSEL, FOR THEIR RESPECTIVE DIRECT REPORTS. |
| Form 990, Part VI, Line 19 Required documents available to the public | TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. |
| Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES | AMARTYA KUMAR RAY - SERVED AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION - START DATE 8/21/2020 MICHAEL BAENEN - SERVED AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION - END DATE 6/30/2020 LINDA M. ABRIOLA-ENGINEERING PROFESSOR -START DATE 9/01/2015,DEAN OF ENGINEERING-END DATE 8/31/2015 |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Consolidated Entities Revenue - -16542726; Cumulative Effect of Accounting Change SFAS 158 - 3462108; Change in split Interest Agreement - 5601853; Change in fair value of interest rate agreements - 20495441; Investment in Tufts Shared Services, Inc. - 333207; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TUDC LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043056113 | REAL ESTATE DEVELOPMENT | MA | $0 | $0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS MEDIA LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | CONSUMER PUBLISHING & MEDIA | DE | $3,171,707 | $2,469,999 | TRUSTEES OF TUFTS COLLEGE |
| AZULUNA BRANDS LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | AGRICULTURE | MA | $0 | $0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS HEALTH AND WELLNESS SERVICES LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 800754011 | HEALTH AND WELLNESS SERVICES | MA | $0 | $0 | TRUSTEES OF TUFTS COLLEGE |
| TAS Operations LLC | |||||||||
| 149 New Sweden Road | Woodstock | CT | 06281 | 042103634 | Veterinary Services | CT | $2,111,332 | $0 | Trustees of Tufts College |
| Violet Road Holdings LLC | |||||||||
| 14 Capen Street | Medford | MA | 02155 | Agriculture | KY | $0 | $0 | TRUSTEES OF TUFTS COLLEGE | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043828582 | INVESTMENT IN POSITIVE SOCIETAL CHANGE | MA | 501(c)(3) | Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| WALNUT HILL PROPERTIES CORP | ||||||||||
| 14 Capen Street | MEDFORD | MA | 02155 | 043419100 | REAL ESTATE MANAGEMENT | MA | 501(c)(3) | Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS SHARED SERVICES INC | ||||||||||
| 171 HARRISON AVE PO BOX 634 | BOSTON | MA | 02111 | 237000827 | COORDINATE HEALTH & EDUCATIONAL SERVICES | MA | 501(c)(3) | Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC | ||||||||||
| 200 WESTBOROUGH ROAD | NORTH GRAFTON | MA | 02158 | 043430674 | VETERINARY EMERGENCY TREATMENT & CARE | MA | 501(c)(3) | 10 | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043236078 | VEBA | MA | 501(c)(9) | TRUSTEES OF TUFTS COLLEGE | Yes (true) | |
| TUFTS GLOBAL INC | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 474543971 | FOREIGN OPERATIONS SUPPORT ORGANIZATION | MA | 501(c)(3) | Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| CIVIC EDUCATION FOUNDATION | ||||||||||
| 169 HOLLAND ST ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 046111643 | RAISE CIVIC AWARENESS | MA | 501(c)(3) | 10 | Trustees of Tufts College | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JM HOLDINGS INC | |||||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043184043 | REAL ESTATE DEVELOPMENT | MA | TRUSTEES OF TUFTS COLLEGE | C Corporation | $34,791 | 1 | Yes (true) | ||
| PERPETUAL TRUSTS - (8) | |||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | Trust | false | |||||||||
| CHARITABLE REMAINDER UNITRUSTS - (25) | |||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | Trust | false | |||||||||
| CHARITABLE LEAD TRUSTS - (3) | |||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | Trust | false | |||||||||
| TUFTS UNIVERSITY CHARITABLE TRUST | |||||||||||||
| 169 HOLLAND ST ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 516581922 | SUPPORT | TRUSTEES OF TUFTS COLLEGE | Trust | $278,634 | 1.00 | Yes (true) | HK | $45,976 | |
| BRAINGATE INC | |||||||||||||
| 169 Holland Street | Somerville | MA | 02144 | 475489178 | Patent Holdings | MA | TRUSTEES OF TUFTS COLLEGE | C Corporation | $102,637 | 1 | Yes (true) | $32,247 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WALNUT HILL PROPERTIES CORP | ||
| D | $11,788,151 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| K | $1,214,240 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| L | $244,124 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| P | $125,443 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| C | $443,557 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| L | $691,519 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| Q | $913,400 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST | ||
| C | $14,839,000 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST | ||
| L | $777,000 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST | ||
| Q | $757,000 | FAIR MARKET VALUE |
| TUFTS SHARED SERVICES | ||
| M | $6,261,000 | FAIR MARKET VALUE |
| TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST | ||
| L | $488,600 | FAIR MARKET VALUE |
| TUFTS GLOBAL INC | ||
| M | $1,043,979 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV, Column (a) TRUSTS | FormAndLineReferenceDesc |
| Explanation | THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN FLORIDA AND MASSACHUSETTS. | ExplanationTxt |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trustees of Tufts College | |||||||||||||||
| 169 Holland Street Attn Tax Dept | Somerville | MA | 02144 | 042103634 | Yes (X) | $0 | $574,059 | $574,059 | $1,116,862,054 | $1,117,436,113 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 043828582 | $0 | $0 | $0 | $15,722,957 | $15,722,957 | $936,148 | $234,037 | $0 | $0 | $0 | |
| TUFTS SHARED SERVICES INC | |||||||||||||||
| 171 HARRISON STREET BOX 821 | BOSTON | MA | 02111 | 237000827 | $0 | $0 | $0 | $30,636,986 | $30,636,986 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC | |||||||||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | 043430674 | $0 | $0 | $0 | $14,914,989 | $14,914,989 | $895,749 | $223,937 | $0 | $0 | $0 | |
| WALNUT HILL PROPERTIES CORP | |||||||||||||||
| PO BOX 53 TUFTS UNIVERSITY BRANCH | MEDFORD | MA | 02155 | 043419100 | $0 | $0 | $0 | $3,015,203 | $3,015,203 | $300,760 | $75,190 | $0 | $0 | $0 | |
| TUFTS GLOBAL INC | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 474543971 | $0 | $0 | $0 | $980,643 | $980,643 | $172,096 | $43,024 | $0 | $0 | $0 | |