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TRUSTEES OF BOSTON UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF BOSTON UNIVERSITY (EIN 04-2103547)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202231339349304643
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T12:40:01-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trustees of Boston UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NICOLE TIRELLAInCareOfNm
Business Name ControlTRUSBusinessNameControlTxt
Phone6173532290PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary W NicksaPersonNm
Person TitleSVP, CFO,& TREASURERPersonTitleTxt
Phone6173532290PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGary WPersonFirstNm
Person LastNicksaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARILYN FARLEYPreparerPersonNm
PTINP01231800PTIN
Phone6179881000PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT A BROWN PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SILBER WAYAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,811,802,707GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.bu.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee25535TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$296,476TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$572,381,320PYContributionsGrantsAmt
CY Contributions Grants$671,730,194CYContributionsGrantsAmt
PY Program Service Revenue$1,918,259,897PYProgramServiceRevenueAmt
CY Program Service Revenue$1,886,153,261CYProgramServiceRevenueAmt
PY Investment Income$83,863,541PYInvestmentIncomeAmt
CY Investment Income$254,740,425CYInvestmentIncomeAmt
PY Other Revenue$41,354,087PYOtherRevenueAmt
CY Other Revenue$14,959,659CYOtherRevenueAmt
PY Total Revenue$2,615,858,845PYTotalRevenueAmt
CY Total Revenue$2,827,583,539CYTotalRevenueAmt
PY Grants And Similar Paid$639,854,660PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$734,305,469CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,237,039,914PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,156,647,315CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$143,197PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$10,261CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,870,213CYTotalFundraisingExpenseAmt
PY Other Expenses$628,214,377PYOtherExpensesAmt
CY Other Expenses$580,156,479CYOtherExpensesAmt
PY Total Expenses$2,505,252,148PYTotalExpensesAmt
CY Total Expenses$2,471,119,524CYTotalExpensesAmt
PY Revenues Less Expenses$110,606,697PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$356,464,015CYRevenuesLessExpensesAmt
Total Assets BOY$7,207,997,851TotalAssetsBOYAmt
Total Assets EOY$8,292,157,093TotalAssetsEOYAmt
Total Liabilities BOY$3,010,163,782TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,943,348,208TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,197,834,069NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,348,808,885NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,412,642,028ExpenseAmt
Grant$567,455,141GrantAmt
Revenue$1,648,753,110RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$414,620,515ExpenseAmt
Grant$166,850,328GrantAmt
Revenue$19,432,004RevenueAmt
DescRESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$260,905,054ExpenseAmt
Revenue$217,968,147RevenueAmt
DescAUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF AND ALUMNI.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$172,843,397TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,261,010,994TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document37960IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee25535EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed16Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNICOLE TIRELLAPersonNm
Phone6173532290PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROBERT A BROWN
PRESIDENT55.01.0Yes (X)Yes (X)$1,576,994$0$460,325
TONY TANNOURY
PROFESSOR & PHYSICIAN0.055.0$0$1,392,635$98,985Yes (X)
XINNING LI
PROFESSOR & PHYSICIAN0.055.0$0$1,422,047$43,331Yes (X)
JEAN MORRISON
UNIVERSITY PROVOST55.00.0$1,173,292$0$242,755Yes (X)
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON55.00.0$1,280,964$0$58,426Yes (X)
WILLIAM CREEVY
PROFESSOR & PHYSICIAN0.055.0$0$1,199,792$58,908Yes (X)
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER55.00.0$1,194,762$0$33,767Yes (X)
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST55.04.0$910,248$0$33,484Yes (X)
GARY W NICKSA
SR VP FOR OPERATIONS55.01.0$573,233$0$60,555Yes (X)
ERIKA GEETTER
SR VP, GEN COUNSEL, BOARD SEC55.00.0Yes (X)$593,282$0$36,006
MARTIN J HOWARD
SR VP, CFO, & TREASURER55.01.0Yes (X)$571,769$0$35,628
TODD L C KLIPP
FMR SR VP, SR COUNS, SEC0.00.0$470,291$0$14,706Yes (X)
EILEEN B O'KEEFE
TRUSTEE & PROF55.00.0Yes (X)$118,987$0$26,631
WILLIAM D BLOOM
TRUSTEE3.00.0Yes (X)$0$0$0
RICHARD D COHEN
TRUSTEE (UNTIL 9/17/20)3.00.0Yes (X)$0$0$0
CYNTHIA R COHEN
TRUSTEE3.00.0Yes (X)$0$0$0
JONATHAN R COLE
TRUSTEE (UNTIL 9/17/20)3.00.0Yes (X)$0$0$0
SHAMIM A DAHOD
TRUSTEE3.00.0Yes (X)$0$0$0
NATHANIEL DALTON
TRUSTEE3.00.0Yes (X)$0$0$0
SUDARSHANA DEVADHAR
TRUSTEE3.00.0Yes (X)$0$0$0
AHMASS L FAKAHANY
TRUSTEE3.00.0Yes (X)$0$0$0
KENNETH J FELD
CHAIR3.00.0Yes (X)$0$0$0
MAURICE R FERRE
TRUSTEE3.00.0Yes (X)$0$0$0
SANDRA A FRAZIER
TRUSTEE3.00.0Yes (X)$0$0$0
MICHAEL D FRICKLAS
TRUSTEE3.00.0Yes (X)$0$0$0
RYAN K ROTH GALLO
TRUSTEE - VICE CHAIR3.00.0Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE3.00.0Yes (X)$0$0$0
JOHN P HOWE III
TRUSTEE3.00.0Yes (X)$0$0$0
STEPHEN R KARP
TRUSTEE3.00.0Yes (X)$0$0$0
RAJEN A KILACHAND
TRUSTEE3.00.0Yes (X)$0$0$0
RANCH C KIMBALL
TRUSTEE3.00.0Yes (X)$0$0$0
ROBERT A KNOX
TRUSTEE3.00.0Yes (X)$0$0$0
ANDREW R LACK
TRUSTEE (UNTIL 9/17/20)3.00.0Yes (X)$0$0$0
ANTOINETTE R LEATHERBERRY
TRUSTEE (AS OF 12/2/20)3.00.0Yes (X)$0$0$0
J KENNETH MENGES JR
TRUSTEE3.00.0Yes (X)$0$0$0
KEVIN MERIDA
TRUSTEE3.00.0Yes (X)$0$0$0
CARLA E MEYER
TRUSTEE - VICE CHAIR3.00.0Yes (X)$0$0$0
JANE P MONCREIFF
TRUSTEE3.00.0Yes (X)$0$0$0
RUTH A MOORMAN
TRUSTEE3.00.0Yes (X)$0$0$0
ALICIA C MULLEN
TRUSTEE3.00.0Yes (X)$0$0$0
REBECCA NORLANDER
TRUSTEE (AS OF 9/17/20)3.00.0Yes (X)$0$0$0
CA LANCE PICCOLO
TRUSTEE3.00.0Yes (X)$0$0$0
JONATHAN PRIESTER
TRUSTEE (AS OF 12/2/20)3.00.0Yes (X)$0$0$0
ALLEN I QUESTROM
TRUSTEE (UNTIL 9/17/20)3.00.0Yes (X)$0$0$0
RICHARD D REIDY
TRUSTEE - VICE CHAIR3.00.0Yes (X)$0$0$0
SHARON G RYAN
TRUSTEE3.00.0Yes (X)$0$0$0
SD SHIBULAL
TRUSTEE3.00.0Yes (X)$0$0$0
RICHARD C SHIPLEY
TRUSTEE3.00.0Yes (X)$0$0$0
HUGO X SHONG
TRUSTEE (AS OF 9/17/20)3.00.0Yes (X)$0$0$0
KENNETH Z SLATER
TRUSTEE3.00.0Yes (X)$0$0$0
MALEK SUKKAR
TRUSTEE3.00.0Yes (X)$0$0$0
NINA C TASSLER
TRUSTEE3.00.0Yes (X)$0$0$0
ANDREA L TAYLOR
TRUSTEE (UNTIL 8/10/20)3.00.0Yes (X)$0$0$0
ELIZABETH C THORS
TRUSTEE3.00.0Yes (X)$0$0$0
PETER L WEXLER
TRUSTEE3.00.0Yes (X)$0$0$0
STEPHEN M ZIDE
TRUSTEE3.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,463,822TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,014,474TotReportableCompRltdOrgAmt
Total Other Compensation$1,203,507TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3529IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SUFFOLK CONSTRUCTION COMPANY INC
65 ALLERTON STREETBostonMA02119Construction$40,782,790
SHAWMUT WOODWORKING SUPPLY INC
560 HARRISON AVENUEBostonMA02118Construction$25,917,615
WALSH BROTHERS INCORPORATED
210 COMMERCIAL STREETBostonMA02109CONSTRUCTION$25,892,813
ARAMARK FOOD AND SUPPORT SERVICES I
775 COMMONWEALTH AVENUEBOSTONMA02215FOOD & HOSPITALITY$11,485,823
KAPLAN CORPORATION
116 HARVARD STREETBROOKLINEMA02446Construction$8,164,887
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K292CntrctRcvdGreaterThan100KCnt
Fundraising$621,763FundraisingAmt
Government Grants$452,037,194GovernmentGrantsAmt
All Other Contributions$219,071,237AllOtherContributionsAmt
Noncash Contributions$10,685,298NoncashContributionsAmt
Total Contributions$671,730,194TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$1,648,753,110$1,648,753,110
AUX SALES & SERVICES900099$217,968,147$217,968,147
NON-GOVERNMENT GRANTS900099$19,432,004$19,432,004
FieldValueIRS element (for citing)
Total Program Service Revenue$1,886,153,261TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,648,247TotalRevenueColumnAmt
Unrelated Business Revenue-$1,128,677UnrelatedBusinessRevenueAmt
Exclusion$17,776,924ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$102TotalRevenueColumnAmt
Exclusion$102ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,149,092TotalRevenueColumnAmt
Exclusion$3,149,092ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$24,048,680RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$12,724,589RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$11,324,091RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,324,091TotalRevenueColumnAmt
Exclusion$11,324,091ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,209,022,284SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,970,930,208SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$238,092,076SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$238,092,076TotalRevenueColumnAmt
Unrelated Business Revenue$1,103,111UnrelatedBusinessRevenueAmt
Exclusion$236,988,965ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$728,805FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$621,763ContriRptFundraisingEventAmt
Fundraising Direct Expenses$564,371FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,434TotalRevenueColumnAmt
Exclusion$164,434ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Real Estate and Rental and Leasing530000$186,699$186,699
Other Services810000$24,093$24,093
ALL OTHER REVENUE900099$111,250$111,250
FieldValueIRS element (for citing)
Other Revenue Total$322,042OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,827,583,539TotalRevenueColumnAmt
Related Or Exempt Func Income$1,886,153,261RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$296,476UnrelatedBusinessRevenueAmt
Exclusion$269,403,608ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$141,228,118TotalAmt
Program Services$141,228,118ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$567,455,141TotalAmt
Program Services$567,455,141ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$25,622,210TotalAmt
Program Services$25,622,210ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,452,489TotalAmt
Program Services$4,396,126ProgramServicesAmt
Management And General$492,853ManagementAndGeneralAmt
Fundraising$563,510FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$329,125TotalAmt
Program Services$329,125ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$949,178,173TotalAmt
Program Services$836,882,520ProgramServicesAmt
Management And General$94,915,087ManagementAndGeneralAmt
Fundraising$17,380,566FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$995,446TotalAmt
Program Services$877,676ProgramServicesAmt
Management And General$99,542ManagementAndGeneralAmt
Fundraising$18,228FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$125,451,411TotalAmt
Program Services$110,609,468ProgramServicesAmt
Management And General$12,544,780ManagementAndGeneralAmt
Fundraising$2,297,163FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$75,240,671TotalAmt
Program Services$66,339,075ProgramServicesAmt
Management And General$7,523,851ManagementAndGeneralAmt
Fundraising$1,377,745FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,992,833TotalAmt
Management And General$2,992,833ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$840,747TotalAmt
Management And General$840,747ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$453,379TotalAmt
Program Services$453,379ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$10,261TotalAmt
Fundraising$10,261FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,972,413TotalAmt
Management And General$4,972,413ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$110,307,159TotalAmt
Program Services$81,504,248ProgramServicesAmt
Management And General$28,374,732ManagementAndGeneralAmt
Fundraising$428,179FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,856,114TotalAmt
Program Services$8,124,949ProgramServicesAmt
Management And General$92,312ManagementAndGeneralAmt
Fundraising$638,853FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,698,975TotalAmt
Program Services$39,764,817ProgramServicesAmt
Management And General$135,283ManagementAndGeneralAmt
Fundraising$798,875FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$39,938,525TotalAmt
Program Services$34,915,359ProgramServicesAmt
Management And General$4,910,369ManagementAndGeneralAmt
Fundraising$112,797FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,247,390TotalAmt
Program Services$1,247,390ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$161,614,783TotalAmt
Program Services$151,430,548ProgramServicesAmt
Management And General$10,179,677ManagementAndGeneralAmt
Fundraising$4,558FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,297,093TotalAmt
Program Services$2,077,400ProgramServicesAmt
Management And General$118,779ManagementAndGeneralAmt
Fundraising$100,914FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,169,956TotalAmt
Program Services$2,004,236ProgramServicesAmt
Management And General$160,498ManagementAndGeneralAmt
Fundraising$5,222FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$134,189,564TotalAmt
Program Services$126,341,203ProgramServicesAmt
Management And General$7,843,426ManagementAndGeneralAmt
Fundraising$4,935FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,932,716TotalAmt
Program Services$3,197,972ProgramServicesAmt
Management And General$2,734,744ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESEARCH & LAB SUPPLIES$49,069,545$49,069,545
DUES & MEMBERSHIPS$8,932,962$4,556,255$4,363,383$13,324
BOOKS & PERIODICALS$1,898,224$1,898,224
EDUCATIONAL SERVICES$200,307$200,307

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,543,794TotalAmt
Program Services$485,703ProgramServicesAmt
Management And General$2,943,008ManagementAndGeneralAmt
Fundraising$115,083FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,471,119,524TotalAmt
Program Services$2,261,010,994ProgramServicesAmt
Management And General$186,238,317ManagementAndGeneralAmt
Fundraising$23,870,213FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$722,089,809BOYAmt
EOY$435,018,912EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$218,845,488BOYAmt
EOY$189,376,065EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$220,620,126BOYAmt
EOY$200,327,849EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,352,336BOYAmt
EOY$10,549,675EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$81,536,163BOYAmt
EOY$70,284,276EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,813,003,720LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,990,932,564LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,764,909,627BOYAmt
EOY$2,822,071,156EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,245,867,940BOYAmt
EOY$1,923,433,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,844,243,689BOYAmt
EOY$2,517,960,754EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$100,532,673BOYAmt
EOY$123,135,406EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,207,997,851BOYAmt
EOY$8,292,157,093EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$243,577,195BOYAmt
EOY$280,587,031EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$277,895,145BOYAmt
EOY$287,401,478EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,083,400,000BOYAmt
EOY$1,079,879,716EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$687,479,109BOYAmt
EOY$681,242,664EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$717,812,333BOYAmt
EOY$614,237,319EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,010,163,782BOYAmt
EOY$2,943,348,208EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,421,943,141BOYAmt
EOY$3,018,754,818EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,775,890,928BOYAmt
EOY$2,330,054,067EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,197,834,069BOYAmt
EOY$5,348,808,885EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,207,997,851BOYAmt
EOY$8,292,157,093EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$356,464,015ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$726,120,065NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$68,390,736OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$539,254,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$514,583,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,093,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$572,381,320CurrentTaxYearMinus1YearAmt
Current Tax Year$671,730,194CurrentTaxYearAmt
Total$2,821,042,624TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$539,254,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$514,583,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,093,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$572,381,320CurrentTaxYearMinus1YearAmt
Current Tax Year$671,730,194CurrentTaxYearAmt
Total$2,821,042,624TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$43,569,925SubstantialContributorsTotAmt
Public Support Total170$2,777,472,699PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,240,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,772,534CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,446,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,817,833CurrentTaxYearMinus1YearAmt
Current Tax Year$44,974,798CurrentTaxYearAmt
Total$398,252,187TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,219,294,811TotalSupportAmt
Gross Receipts Rltd Activities$9,312,654,650GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86276PublicSupportCY170Pct
Public Support PY1700.83510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$716,245DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Total Lobbying Expenditures$716,245TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,292,537,000BeginningYearBalanceAmt
Contributions$42,034,734ContributionsAmt
Investment Earnings Or Losses$169,262,496InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,071,059GrantsOrScholarshipsAmt
Other Expenditures$53,098,001OtherExpendituresAmt
Administrative Expenses$7,550,170AdministrativeExpensesAmt
End Year Balance$2,421,115,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,128,183,005BeginningYearBalanceAmt
Contributions$101,819,085ContributionsAmt
Investment Earnings Or Losses$142,075,738InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,661,758GrantsOrScholarshipsAmt
Other Expenditures$50,550,131OtherExpendituresAmt
Administrative Expenses$8,328,939AdministrativeExpensesAmt
End Year Balance$2,292,537,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,901,152,882BeginningYearBalanceAmt
Contributions$127,245,589ContributionsAmt
Investment Earnings Or Losses$171,346,295InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,565,345GrantsOrScholarshipsAmt
Other Expenditures$45,447,184OtherExpendituresAmt
Administrative Expenses$7,549,232AdministrativeExpensesAmt
End Year Balance$2,128,183,005EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,593,186,499BeginningYearBalanceAmt
Contributions$160,802,323ContributionsAmt
Investment Earnings Or Losses$211,456,207InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,591,210GrantsOrScholarshipsAmt
Other Expenditures$39,762,970OtherExpendituresAmt
Administrative Expenses$6,937,967AdministrativeExpensesAmt
End Year Balance$1,901,152,882EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.22600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$11,996,440InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$205,194,264OtherCostOrOtherBasisAmt
Book Value$217,190,704BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$147,743,454InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,702,017,714OtherCostOrOtherBasisAmt
Depreciation$1,472,204,274DepreciationAmt
Book Value$2,377,556,894BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$59,278,295InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$36,320,714OtherCostOrOtherBasisAmt
Depreciation$58,169,203DepreciationAmt
Book Value$37,429,806BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$748,206InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$376,686,815OtherCostOrOtherBasisAmt
Depreciation$240,325,364DepreciationAmt
Book Value$137,109,657BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$273,017,818OtherCostOrOtherBasisAmt
Depreciation$220,233,723DepreciationAmt
Book Value$52,784,095BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,822,071,156TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVES-HEDGE$910,318,879F
ALTERNATIVES-NATURAL RESOURCES$57,492,303F
ALTERNATIVES-PRIVATE$1,032,279,715F
NON-MARKETABLE ALTERNATIVES$13,845,279F
ALTERNATIVES - REAL ESTATE$462,175,602F
RESIDUAL ASSET NOTE RECEIVABLE$41,848,976F
FieldValueIRS element (for citing)
Total Book Value Securities$2,517,960,754TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$6,725,286
FINANCE LEASE OBLIGATION$80,343,468
OPERATING LEASE OBLIGATION$126,183,303
RESIDUAL ASSET NOTE OBLIGATION$4,132,394
FEDERAL LOAN ADVANCES$25,914,597
COND. ASSET RETIREMENT OBLIGATION$12,487,474
POST-RETIREMENT OBLIGATION$1,675,000
FV OF INT. RATE EXCHANGE AGREEMENTS$356,775,797
FieldValueIRS element (for citing)
Total Liability$614,237,319TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1ATHE UNIVERSITY'S COLLECTIONS, ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED.
SCHEDULE D, PART III, LINE 4THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DISPOSITIONS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
SCHEDULE D, PART V, LINE 4THE ENDOWMENT FUND GIVES THE UNIVERSITY THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, HELPS REDUCE RISES IN TUITION BY PROVIDING NEEDED FINANCIAL AID, AND ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY RESEARCH, DEPARTMENTS, PROGRAMS, AND OPERATIONS.
SCHEDULE D, PART X, LINE 2THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. NO PROVISION FOR FEDERAL INCOME TAXES DUE WAS RECORDED AS OF JUNE 30, 2021 AND 2020. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BOSTON UNIVERSITY PROHIBITS DISCRIMINATION AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY SERVICE, PREGNANCY OR PREGNANT-RELATED CONDITION, OR BECAUSE OF MARITAL, PARENTAL, OR VETERAN STATUS. THIS POLICY EXTENDS TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES, INCLUDING, ADMISSIONS, FINANCIAL ASSISTANCE, EDUCATIONAL AND ATHLETIC PROGRAMS, HOUSING, EMPLOYMENT, COMPENSATION, EMPLOYEE BENEFITS, AND THE PROVIDING OF, OR ACCESS TO, UNIVERSITY SERVICES OR FACILITIES. BOSTON UNIVERSITY RECOGNIZES THAT NON-DISCRIMINATION DOES NOT ENSURE THAT EQUAL OPPORTUNITY IS A REALITY. ACCORDINGLY, THE UNIVERSITY WILL CONTINUE TO TAKE AFFIRMATIVE ACTION TO ACHIEVE EQUAL OPPORTUNITY THROUGH RECRUITMENT, OUTREACH, AND INTERNAL REVIEWS OF POLICIES AND PRACTICES. INQUIRIES REGARDING THE APPLICATION OF THIS POLICY SHOULD BE ADDRESSED TO THE EXECUTIVE DIRECTOR OF EQUAL OPPORTUNITY, 888 COMMONWEALTH AVENUE, SUITE 303, BOSTON, MA 02215 (617-353-9286). THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, WWW.BU.EDU.
SCHEDULE E, PART I, LINE 6ABOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS AND GRANTS INCLUDING THE FEDERAL PELL GRANT PROGRAM, THE FEDERAL WORK STUDY PROGRAM, AND THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT WHICH ARE ALL UNDER THE DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT. THE UNIVERSITY ALSO RECEIVED THE HIGHER EDUCATION EMERGENCY RELIEF FUND II (HEERF II) USED FOR EMERGENCY FINANCIAL AID AND GRANTS TO STUDENTS UNDER THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, PUBLIC LAW 116-260 (CRRSAA).

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (37 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtEmployeeEmployeeCntOfficesOfficesCnt
Europe (Including Iceland and Greenland)Fundraising$24,984
Central America and the CaribbeanGrantmaking$88,296
East Asia and the PacificGrantmaking$1,821,220
Europe (Including Iceland and Greenland)Grantmaking$20,041,100
Middle East and North AfricaGrantmaking$74,307
North AmericaGrantmaking$50,687
South AmericaGrantmaking$114,700
South AsiaGrantmaking$1,833,661
Sub-Saharan AfricaGrantmaking$1,598,239
Central America and the CaribbeanProgram Services$192,757RESEARCH
East Asia and the PacificProgram Services$698,084RESEARCH11
Europe (Including Iceland and Greenland)Program Services$1,098,162RESEARCH29
Middle East and North AfricaProgram Services$197,596RESEARCH2
North AmericaProgram Services$337,864RESEARCH10
Russia and the Newly Independent StatesProgram Services$5,122RESEARCH
South AmericaProgram Services$44,522RESEARCH10
South AsiaProgram Services$83,247RESEARCH91
Sub-Saharan AfricaProgram Services$805,047Research15
Central America and the CaribbeanProgram Services$7,622SEMINARS
East Asia and the PacificProgram Services$40,913SEMINARS
Europe (Including Iceland and Greenland)Program Services$103,590SEMINARS
Middle East and North AfricaProgram Services$3,228SEMINARS
North AmericaProgram Services$15,722Seminars
South AmericaProgram Services$4,942Seminars
South AsiaProgram Services$1,558Seminars
Sub-Saharan AfricaProgram Services$3,391Seminars
East Asia and the PacificProgram Services$3,604,572STUDY ABROAD154
Europe (Including Iceland and Greenland)Program Services$12,793,367STUDY ABROAD11613
South AmericaProgram Services$56,812STUDY ABROAD2
South AsiaProgram Services$12,199STUDY ABROAD
Central America and the CaribbeanInvestments$834,077,659
East Asia and the PacificInvestments$10,411,061
Europe (Including Iceland and Greenland)Investments$78,437,096
Middle East and North AfricaInvestments$987
North AmericaInvestments$21,718,852
South AmericaInvestments$15,084,134
Sub-Saharan AfricaInvestments$20,654,762
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees71SubtotalEmployeesCnt
Continuation Total Office17ContinuationTotalOfficeCnt
Continuation Total Employee148ContinuationTotalEmployeeCnt
Total Office18TotalOfficeCnt
Total Employee219TotalEmployeeCnt
Subtotal Spent$28,304,548SubtotalSpentAmt
Continuation Spent$997,837,514ContinuationSpentAmt
Total Spent$1,026,142,062TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (55 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the CaribbeanRESEARCH$88,296WIRE
East Asia and the PacificRESEARCH$1,058,869WIRE
East Asia and the PacificRESEARCH$87,620WIRE
East Asia and the PacificRESEARCH$41,549WIRE
East Asia and the PacificRESEARCH$61,495WIRE
East Asia and the PacificRESEARCH$8,388WIRE
East Asia and the PacificRESEARCH$6,729WIRE
East Asia and the PacificRESEARCH$18,514WIRE
Europe (Including Iceland and Greenland)RESEARCH$3,002,018WIRE
Europe (Including Iceland and Greenland)RESEARCH$2,957,615WIRE
Europe (Including Iceland and Greenland)RESEARCH$2,002,211WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,580,707WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,677,016WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,372,236WIRE
Europe (Including Iceland and Greenland)RESEARCH$364,589WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,263,033WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,307,531WIRE
Europe (Including Iceland and Greenland)RESEARCH$616,977WIRE
Europe (Including Iceland and Greenland)RESEARCH$460,194WIRE
Europe (Including Iceland and Greenland)RESEARCH$604,269WIRE
Europe (Including Iceland and Greenland)RESEARCH$429,697WIRE
Europe (Including Iceland and Greenland)RESEARCH$384,317WIRE
Europe (Including Iceland and Greenland)RESEARCH$455,890WIRE
Europe (Including Iceland and Greenland)RESEARCH$222,325WIRE
Europe (Including Iceland and Greenland)RESEARCH$194,501WIRE
Europe (Including Iceland and Greenland)RESEARCH$184,803WIRE
Europe (Including Iceland and Greenland)RESEARCH$141,465WIRE
Europe (Including Iceland and Greenland)RESEARCH$113,113WIRE
Europe (Including Iceland and Greenland)RESEARCH$103,828WIRE
Europe (Including Iceland and Greenland)RESEARCH$49,991WIRE
Europe (Including Iceland and Greenland)RESEARCH$98,975WIRE
Europe (Including Iceland and Greenland)RESEARCH$98,399WIRE
Europe (Including Iceland and Greenland)RESEARCH$48,767WIRE
Europe (Including Iceland and Greenland)RESEARCH$46,115WIRE
Europe (Including Iceland and Greenland)RESEARCH$11,381WIRE
Europe (Including Iceland and Greenland)RESEARCH$17,618WIRE
Europe (Including Iceland and Greenland)RESEARCH$231,519WIRE
Middle East and North AfricaRESEARCH$74,307WIRE
North AmericaRESEARCH$24,489CHECK
North AmericaRESEARCH$20,367WIRE
North AmericaRESEARCH$5,831CHECK
South AmericaRESEARCH$114,700WIRE
South AsiaRESEARCH$769,867WIRE
South AsiaRESEARCH$446,491WIRE
South AsiaRESEARCH$380,794WIRE
South AsiaRESEARCH$44,358WIRE
South AsiaRESEARCH$56,934WIRE
South AsiaRESEARCH$29,801WIRE
South AsiaRESEARCH$24,715WIRE
Sub-Saharan AfricaRESEARCH$1,241,744WIRE
Sub-Saharan AfricaRESEARCH$53,855WIRE
Sub-Saharan AfricaRESEARCH$290,857WIRE
Sub-Saharan AfricaRESEARCH$11,783WIRE
East Asia and the PacificRESEARCH$538,056WIRE
South AsiaRESEARCH$80,700WIRE
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt
Total Other Org25TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL DOMESTIC AND FOREIGN SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS IS VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE.
Schedule F, Part I, Line 3THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA. GRANT MAKING ACTIVITIES CONSIST OF RESEARCH GRANTS TO SUBRECIPIENTS.
Schedule F, Part IIIPER FORM 990, PART IV, LINE 16, THE UNIVERSITY DID NOT PROVIDE MORE THAN $5,000 OF AGGREGATE GRANTS OR OTHER ASSISTANCE TO OR FOR FOREIGN INDIVIDUALS FOR THE PERIOD JULY 1, 2020 THROUGH JUNE 30, 2021; THEREFORE, THE UNIVERSITY DOES NOT NEED TO COMPLETE SCHEDULE F, PART III OF THE FORM 990. THIS IS DUE TO THE SUSPENSION OF STUDY ABROAD PROGRAMS RELATED TO THE ONGOING CONCERNS ABOUT THE CORONAVIRUS PANDEMIC AND THE GLOBAL HEALTH RISKS OF THE STUDENTS.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonGreater PublicPersonNm
ActivityFundraising ConsultantActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$10,261RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$10,261TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WBUR ValentineEvent1Nm
Gross Receipts Event1$828,580GrossReceiptsEvent1Amt
Charitable Contri Event1$113,455CharitableContriEvent1Amt
Gross Revenue Event1$715,125GrossRevenueEvent1Amt
Other Direct Expenses Event1$469,801OtherDirectExpensesEvent1Amt
Event2Pub Radio GalaEvent2Nm
Gross Receipts Event2$508,308GrossReceiptsEvent2Amt
Charitable Contri Event2$508,308CharitableContriEvent2Amt
Non Cash Prizes Event2$36,526NonCashPrizesEvent2Amt
Rent Facility Costs Event2$5,775RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$52,269OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$13,680GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$13,680GrossRevenueOtherEventsAmt
Gross Receipts Total$1,350,568GrossReceiptsTotalAmt
Charitable Contributions Tot$621,763CharitableContributionsTotAmt
Gross Revenue Total Events$728,805GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$36,526NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$5,775RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$522,070OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$564,371DirectExpenseSummaryEventsAmt
Net Income Summary$164,434NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (289 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
Abt Associates Inc
10 Fawcett StreetCambridgeMA02138422347643$103,377Research RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH R
Administrators of the Tulane Educational Fund
155 Poydras St Ste805New OrleansLA70112720423889$22,555RESEARCH Research501 C 3
Advanced Building Analysis LLC
2 Woodlawn StreetAmesburyMA01913263486448$83,718RESEARCH Research Research
Albany Medical College
47 New Scotland AveAlbanyNY12208141338310$23,823RESEARCH Research Research501 C 3
American Academy of Pediatrics
PO Box 776442ChicagoIL60677362275597$139,635RESEARCH Research Research501 C 3
American College of Radiology
1891 Preston White DriveRestonVA20191362261602$1,355,067RESEARCH Research Research501 C 3
American University of Beirut
3 Dag Hammarskjold PlazaNew YorkNY10017135596846$15,250RESEARCH Research Research501 C 3
Amicrobe Inc
3142 Tiger Run CtCarlsbadCA92010274438018$4,188,860RESEARCH Research Research
Arizona State University
PO Box 876011TempeAZ85287860196696$17,380RESEARCH Research ResearchState Govt
Association for Clinical Pastoral Education Inc
55 Ivan Allen Jr BlvdAtlantaGA30308581921094$5,988RESEARCH Research Research501 C 3
Association of Maternal & Child Health
1825 K Street NWWashingtonDC20006521529448$87,036RESEARCH Research Research501 C 3
Augusta University Research Institute
PO Box 945552AtlantaGA30394581418202$73,131RESEARCH Research Research501 C 3
Austin Speech Labs
7800 Shoal Creek BlvdAustinTX78757262137242$35,902RESEARCH Research Research501 C 3
Avails Medical Inc
1455 Adams DriveMenlo ParkCA94025464246007$979,419RESEARCH Research Research
Baebies Inc
615 Davis Dr Ste 800DurhamNC27709463482298$68,166RESEARCH Research Research
Banner Health
901 E Willetta StreetPhoenixAZ85006450233470$16,372RESEARCH Research Research501 C 3
Base Pair Biotechnologies
8619 Broadway StPearlandTX77584454702942$33,600RESEARCH Research Research
Bay Area Bioscience Center
685 Gateway BlvdS San FranciscoCO94080943118621$48,853RESEARCH Research Research501 C 3
Baylor College of Medicine
PO Box 301207DallasTX75303741613878$252,434RESEARCH Research Research501 C 3
BB100 LLC
242 BroadwaySchnectadyNY12305823986915$777,152RESEARCH Research Research
Bedford VA Research Corporation In
200 Springs RdBedfordMA01730043512440$9,357RESEARCH Research Research501 C 3
Bentley University
175 Forest StreetWalthamMA02452041081650$49,969RESEARCH Research Research501 C 3
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881$746,130RESEARCH Research Research501 C 3
BMSEED LLC
1440 East Northshore DrTempeAZ85283462005445$111,716RESEARCH Research Research
Board of Regents Univ of Nevada
4505 Maryland PkwyLas VegasNV89154886000024$9,579RESEARCH Research Research501 C 3
Board of Trustees of the Leland Stanford
PO Box 44253San FranciscoCA94144941156365$602,511RESEARCH Research Research501 C 3
Board of Trustees of University of Illinois
28395 Network PlChicagoIL60673376000511$42,402RESEARCH Research Research501 C 3
Boston Health Care for the Homeless
780 Albany StreetBostonMA02118043160480$5,265RESEARCH Research Research501 C 3
Boston Housing Authority
52 Chauncy StBostonMA02111046001907$24,967RESEARCH Research ResearchLocal Govt
Boston Medical Center
660 Harrison AveBostonMA02118043314093$1,772,445Research Research501 C 3
Boston VA Research Institute Inc
5 Post Office SqBostonMA02109043081542$57,780RESEARCH Research Research501 C 3
Brandeis University
415 South StWalthamMA02454042103552$248,383RESEARCH Research Research501 C 3
Bronx Veterans Medical Research Foundation
130 West Kingsbridge RoadBronxNY10468133699250$149,214RESEARCH Research Research501 C 3
Brown University
69 Brown St 2nd FlProvidenceRI02912050258812$708,642RESEARCH Research Research501 C 3
Bugworks Research Inc
41635 Joyce AveFremontCA94539464722591$1,745,645RESEARCH Research Research
Butler Hospital
350 Duncan DrProvidenceRI02906050258812$355,597RESEARCH Research Research501 C 3
California Institute of Technology
1200 E California BlvdPasadenaCA91125951643307$7,147RESEARCH Research Research501 C 3
Cardiovascular Engineering Inc
1 Edgewater DriveNorwoodMA02062043428135$205,757RESEARCH Research Research
Carnegie Mellon University
PO Box 371032PittsburghMA15250250969449$231,040RESEARCH Research Research501 C 3
Cedars-Sinai Medical Center
8700 Beverly BlvdLos AngelesCA90048951644600$237,446RESEARCH Research Research501 C 3
Cellics Therapeutics Inc
11588 Sorrento Vly RdSan DiegoCA92121465220148$914,551RESEARCH Research Research
Center for Innovative Public Health
555 N El Camino RealSan ClementeCA92672200165973$36,382RESEARCH Research Research501 C 3
Chicago Association for Research and Education in
PO Box 250HinesIL60141363334177$21,837RESEARCH Research Research501 C 3
CHILDRENS HOSPITAL COLORADO
13123 E 16th AvenueAuroraCO80045840166760$93,183RESEARCH Research Research501 C 3
Childrens Hospital Corporation
PO Box 414413BostonMA02241042774441$853,423RESEARCH Research Research501 C 3
Childrens Hospital of Wisconsin Inc
9000 W Wisconsin AveMilwaukeeWI53226390812532$199,020RESEARCH Research Research501 C 3
Childrens Research Institute
801 Roeder Rd 500Silver SpringMD20910521654453$71,663RESEARCH Research Research501 C 3
Circle Inc
PO Box 652BarreVT05641030331147$18,379RESEARCH Research Research501 C 3
Clarametyx Biosciences Inc
1275 Kinnear RdColumbusOH43212844245308$2,147,358RESEARCH Research Research
Cleveland Clinic Foundation
PO Box 931562ClevelandOH44193340714585$23,837RESEARCH Research Research501 C 3
Clinton Health Access Initiative In
383 Dorchester AveBostonMA02127271414646$357,569RESEARCH Research Research501 C 3
CODMAN SQUARE HEALTH CENTER INC
637 Washington StreetDorchesterMA02124042678774$39,032RESEARCH Research Research501 C 3
Colorado Department of Public Health
4300 Cherry Creek Dr SouthDenverCO80246840644739$73,612RESEARCH Research ResearchSTATE GOVT
Colorado Seminary
PO Box 911811 OSPDenverCO80291840404231$193,986RESEARCH Research Research501 C 3
Colorado State University
2002 Campus DeliveryFort CollinsCO80523846000545$57,917RESEARCH Research ResearchState Govt
Commonwealth of Kentucky Cabinet fo
310 Whittington PkwyLouisvilleKY40222616001481$135,678RESEARCH Research ResearchState Govt
Contrafect Corp
28 Wells Ave 3rd FlYonkersNY10701392072586$2,109,140RESEARCH Research Research
Cornell University
PO Box 22IthacaNY14851150532082$271,902RESEARCH Research Research501 C 3
Dana-Farber Cancer Institute Inc
450 Brookline AveBostonMA02215042263040$172,015RESEARCH Research Research501 C 3
Dartmouth-Hitchcock Clinic
One Medical Center DriveLebanonNH03756222519596$121,720RESEARCH Research Research501 C 3
Day Zero Diagnostics Inc
40 Guest Street Ste 3300BostonMA02465812254210$4,235,131RESEARCH Research Research
Drexel University
PO Box 95000-1090PhiladelphiaPA19195231352630$34,221RESEARCH Research Research501 C 3
Duke University
PO Box 602651CharlotteNC28260560532129$169,242RESEARCH Research Research501 C 3
Eastern Virginia Medical School
358 Mowbray ArchNorfolkVA23507546055378$154,847RESEARCH Research Research501 C 3
Educational Testing Service
PO Box 371986PittsburghPA15251210634479$18,154RESEARCH Research Research501 C 3
EMORY UNIVERSITY
PO Box 935084AtlantaGA31193580566256$210,068RESEARCH Research Research501 C 3
Endicott College
376 Hale StBeverlyMA01915042103567$58,770RESEARCH Research Research501 C 3
Entasis Therapeutics Inc
35 Gatehouse DriveWalthamMA02451473440942$2,387,404RESEARCH Research Research
Facile Therapeutics Inc
2708 Wemberly DriveBelmontCA94002820616802$568,708RESEARCH Research Research
Family Health International
359 Blackwell Street 200DurhamNC27701237413005$77,939RESEARCH Research Research501 C 3
Family Voices
110 Hartwell AvenueLexingtonMA02421850430800$119,149RESEARCH Research Research501 C 3
Faraday Energy LLC
1525 Bull Lea RoadLexingtonKY40511273416441$87,572RESEARCH Research Research
Florida International Univ BOT
11200 SW 8th StreetMiamiFL33199650177616$490,959RESEARCH Research Research501 C 3
Forge Therapeutics Inc
10578 Science Center DrSan DiegoCA92121800940055$4,373,018RESEARCH Research Research
Forsyth Dental Infirmary for Children
245 First StreetCambridgeMA02142042104230$476,677RESEARCH Research Research501 C 3
Franklin & Marshall College
PO Box 3003LancasterPA17604231352635$17,326RESEARCH Research Research501 C 3
Franklin W Olin College of Engineering
1000 Olin WayNeedhamMA02492061519057$48,649RESEARCH Research Research501 C 3
George Mason University
4400 University DriveFairfaxVA22030540836354$17,547RESEARCH Research ResearchState Govt
Georgetown University
Box 571164WashingtonDC20057530196603$14,394RESEARCH Research Research501 C 3
Georgia Tech Research Corporation
PO Box 100117AtlantaGA30384580603146$41,857RESEARCH Research Research501 C 3
Gillette Childrens Specialty Health
200 University Ave ESaint PaulMN55101363379150$126,388RESEARCH Research Research501 C 3
GlaxoSmithKline Holdings Americas Inc
5 Crescent DrivePhiladelphiaPA19112510395640$1,346,450RESEARCH Research Research
GreenRoots Inc
227 Marginal St Suite 1ChelseaMA02150812718273$26,181RESEARCH Research Research501 C 3
Health Management Associates Inc
120 N Washington SqLansingMI48933382599727$147,963RESEARCH Research Research501 C 3
Health Research Inc
150 Broadway Suite 560MenandsNY12204141402155$452,630Research Research501 C 3
Health Resources in Action Inc
2 Boylston StBostonMA02116042229839$6,000RESEARCH Research Research501 C 3
Hebrew Rehabilitation Center
1200 Centre StreetBostonMA02131042104298$46,177RESEARCH Research Research501 C 3
HelixBind Inc
181 Cedar Hill StMarlboroughMA01752461399706$1,821,297RESEARCH Research Research
Henry Ford Health System
One Ford PlaceDetroitMI48202381357020$178,409RESEARCH Research Research501 C 3
Herrera Consulting Group LLC
6123 Utah Ave NWWashingtronDC20015812848801$13,900RESEARCH Research Research
Holyoke Health Center Inc
PO Box 6260 230 Maple StHolyokeMA01041042492730$198,671RESEARCH Research Research501 C 3
Icahn School of Medicine at Mount Sinai
1 Gustave Levy PlNew YorkNY10029136171197$925,055RESEARCH Research Research501 C 3
IHC Health Services Inc
PO Box 57828Salt Lake CityUT84157942854057$23,329RESEARCH Research Research501 C 3
Impact Marketing and Communications
1019 Shannon BlvdNiskayunaNY12309161694206$95,398RESEARCH Research Research
Indiana University
PO Box 78000DetroitMI48278356001673$352,239RESEARCH Research ResearchState Govt
Innovations for Poverty Action
101 Whitney AvenueNew HavenCT06510061660068$109,794RESEARCH Research Research501 C 3
Institute for Life Science Entrepreneurship
1000 Morris AveUnionNJ07083465632420$356,835RESEARCH Research Research501 C 3
Institute for Health and Recovery
349 BroadwayCambridgeMA02139043086647$46,955RESEARCH Research Research501 C 3
Integrated BioTherapeutics
4 Research CourtRockvilleMD20850203052840$10,427,336RESEARCH Research Research
Invicro
27 Drydock AveBostonMA02210263404955$136,557RESEARCH Research Research
J Craig Venter Institute
4120 Capricorn LaneLa JollaCA92037521842938$780,691RESEARCH Research Research501 C 3
Johns Hopkins Univ Applied Physics
11100 Johns Hopkins RoadLaurelMD20723520595111$25,577RESEARCH Research Research501 C 3
Johns Hopkins University
12529 Collections Ctr DrChicagoIL60693520595110$564,475RESEARCH Research Research501 C 3
Kaiser Foundation Research Institute
1800 HARRISON STOAKLANDCA94612941105628$1,020,982RESEARCH Research Research501 C 3
Kansas State University
2323 Anderson AveManhattanKS66502480771751$37,037RESEARCH Research Research501 C 3
Lahey Clinic Inc
41 Mall RoadBurlingtonMA01805042704683$62,215RESEARCH Research Research501 C 3
Locus Biosciences Inc
523 Davis DriveMorrisvilleNC27560474084065$112,943RESEARCH Research Research
Louisiana State University and Agriculture
6400 Perkins RoadBaton RougeLA70816726000848$134,929RESEARCH Research ResearchState Govt
Lowell Observatory
1400 W Mars Hill RoadFlagstaffAZ86001860098918$9,398RESEARCH Research Research501 C 3
Lumen Bioscience Inc
1441 N 34th StreetSeattleWA98103820810906$1,832,360RESEARCH Research Research
Lundquist Institute for Biomedical
1124 W Carson StTorranceCA90502952138184$1,319,751RESEARCH Research Research501 C 3
Lytica Therapeutics Inc
One International Place 3250BostonMA02110843243210$3,254,445RESEARCH Research Research
Massachusetts Alliance of Boys & Girls
PO Box 815LudlowMA01056061684675$43,018RESEARCH Research Research501 C 3
Massachusetts Green High Performance
100 Bigelow StHolyokeMA01040273014805$55,610RESEARCH Research Research501 C 3
Massachusetts Institute of Technology
77 Mass AveCAMBRIDGEMA02139042103594$1,915,189RESEARCH Research Research501 C 3
Mayo Clinic Jacksonville
PO Box 860334MinneapolisMN55486593337028$700,960RESEARCH Research Research501 C 3
Medical University of South Carolina
1 So Pk CirCharlestonSC29407576000722$38,456RESEARCH Research ResearchState Govt
Mental Health Center of Denver
4141 E Dickenson PlDenverCO80222742499946$39,127RESEARCH Research Research501 C 3
Mentor Washington
15500 SE30th PlaceBellevueWA98007208335617$163,273RESEARCH Research Research501 C 3
Michigan State University
426 Auditorium RdEast LansingMI48824386005984$68,193RESEARCH Research ResearchState Govt
Microbion Corporation
5 West Mendenhall STBozemanMT59715920173760$1,633,564RESEARCH Research Research
Microbiotix Inc
One Innovation Dr 120CWorcesterMA01605061538344$3,081,716RESEARCH Research Research
MicuRx Pharmaceuticals
555 Bryant StreetPalo AltoCA94301260358968$3,423,579RESEARCH Research Research
Midwives for Haiti Inc
7130 Glen Forest DrRichmondVA23226272368581$10,045RESEARCH Research Research501 C 3
Molecular NeuroImaging LLC
60 Temple StreetNew HavenCT06510061594851$46,764RESEARCH Research Research501 C 3
Montrose Foundation Inc
29 North StreetMedfieldMA02052042668765$29,854RESEARCH Research Research501 C 3
Mucommune LLC
1040 Dolores StSan FranciscoCA94110473360279$33,157RESEARCH Research Research
Mycosynthetix Inc
505 Meadowlands DrHillsboroughNC27278364468884$43,700RESEARCH Research Research
National Opinion Research Center
55 East Monroe StChicagoIL60603362167808$5,387RESEARCH Research Research501 C 3
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301020453814$17,620RESEARCH Research Research501 C 3
New York University
PO Box 5166NYNY10087135562308$348,682RESEARCH Research Research501 C 3
Nexleaf Analytics
1964 Westwood BlvdLos AngelesCA90025900514027$435,579RESEARCH Research Research501 C 3
North Carolina State University
Box 7214RaleighNC27695566000756$215,027RESEARCH Research Research501 C 3
Northeastern University
360 Huntington AveBostonMA02115041679980$533,957RESEARCH Research Research501 C 3
Northern California Institute for Research
4150 Clement StSan FranciscoCA94121943084159$70,527RESEARCH Research Research501 C 3
NorthStar Learning Centers Inc
53 Linden StreetNew BedfordMA02740510200575$15,746RESEARCH Research Research501 C 3
Northwestern University
633 Clark StreetEvanstonIL60208362167817$265,502RESEARCH Research Research501 C 3
Nova Southeastern University
3301 College AveFort LauderdaleFL33314591083502$66,612RESEARCH Research Research501 C 3
Novel Microdevices Inc
701 E Pratt StreetBaltimoreMD21202862171054$744,279RESEARCH Research Research
Oak Crest Institute of Science
132 W Chestnut AvenueMonroviaCA91016954680961$25,664RESEARCH Research Research501 C 3
Ohio University
PO Box 960AthensOH45701316402113$261,304RESEARCH Research Research501 C 3
OREGON HEALTH & SCIENCE UNIVERSITY
0690 SW Bancroft StPortlandOR97239931176109$176,628RESEARCH Research Research501 C 3
Pattern Bioscience Inc
9600 Great Hills TrailAustinTX78759824883088$5,276,775RESEARCH Research Research
Peptilogics Inc
2730 Sidney St Ste 300PittsburghPA15203463732713$2,582,002RESEARCH Research Research
President & Fellows of Harvard College
PO Box 415649BostonMA02241042103580$1,741,233RESEARCH Research Research501 C 3
Propel Careers
1 Broadway 14th FloorCambridgeMA02142271093470$22,200RESEARCH Research Research
Rabin Strategic Partners Inc
220 E 42nd St 11th FlNew YorkNY10017200554687$275,279RESEARCH Research Research
Rand Corporation
PO BOX 2138SANTA MONICACA90407951958142$23,641RESEARCH Research Research501 C 3
Raytheon BBN Technologies Corporatiion
P O Box 4340BostonMA02211412126829$333,689RESEARCH Research Research
Raytheon BBN Technologies Corporation
PO BOX 419370BostonMA02215951778500$74,908RESEARCH Research Research
Rector and Visitors of the Univ of
PO Box 400195CharlottesvilleVA22904546001796$1,761,874RESEARCH Research Research501 C 3
Regents of the Univ of CA
2195 Hearst AveBerkeleyCA94720946002123$418,727RESEARCH Research Research501 C 3
Regents of the Univ of CA San Diego
9500 Gillman DrLa JollaCA92093956006144$133,214RESEARCH Research Research501 C 3
Regents of the Univ of CA Santa Barbara
SAASB Build Rm 1212Santa BarbaraCA93106956006145$38,435RESEARCH Research Research501 C 3
Regents of the Univ of CA Davis
PO Box 989062West SacramentoCA95798946036494$48,961RESEARCH Research Research501 C 3
Regents of The Univ of CA Santa Cruz
1156 High StreetSanta CruzCA95064941539563$78,349RESEARCH Research Research501 C 3
Regents of the University of Califo - Irvine
120 Theory Ste 200IrvineCA92697952226406$122,531RESEARCH Research Research501 C 3
Regents of the University of Califo - LA
PO Box 748872Los AngelesCA90074946036493$339,440RESEARCH Research Research501 C 3
Regents of the University of Califo - LA 2
PO Box 741816Los AngelesCA90074946036494$56,474RESEARCH Research Research501 C 3
Regents of the University of Colora - Office
POB 910238 F428DenverCO80291846000555$672,835Research Research501 C 3
Regents of the University of Minnesota
NW 5957 PO Box 1450MinneapolisMN55485416007513$315,184RESEARCH Research Research501 C 3
Regents Univ of CA Los Angeles
405 Hilgard AveLos AngelesCA90095956006143$2,728,980RESEARCH Research Research501 C 3
Research Foundation for State University of NY
P O Box 9AlbanyNY12201141368361$79,375RESEARCH Research Research501 C 3
Research Foundation of The City University
230 West 41st StNew YorkNY10036131988190$18,994RESEARCH Research Research501 C 3
Research Triangle Institute
PO Box 900002RaleighNC27675560686338$601,881RESEARCH Research Research501 C 3
Roxbury Community College
1234 Columbus AvRoxbury CrossingMA02120042726857$23,268RESEARCH Research Research501 C 3
Rush University Medical Center
1700 W Van Buren StChicagoIL60612362174823$58,040RESEARCH Research Research501 C 3
Rutgers The State University of NJ
33 Knightsbridge RdPiscatawayNJ08854226001086$159,264RESEARCH Research Research501 C 3
San Francisco State University
1600 Holloway AveSan FranciscoCA94132931137247$35,152RESEARCH Research Research501 C 3
Seattle Childrens Hospital
PO Box 24728SeattleWA98124910564748$186,012RESEARCH Research Research501 C 3
Seattle Institute for Biomedical an
1325 4th Ave Ste 1310SeattleWA98101911452438$223,682RESEARCH Research Research501 C 3
Seres Therapeutics Inc
200 Sidney St 4th FloorCambridgeMA02139274326290$4,502,173RESEARCH Research Research
Sivananthan Laboratories Inc
590 Territorial DrBolingbrookIL60440270891569$103,882RESEARCH Research Research
SosteNica Inc
1019 Ashley RdWest ChesterPA19382233061896$227,691RESEARCH Research Research
South Boston Community Health Center
409 West BroadwaySouth BostonMA02127042682152$12,536RESEARCH Research Research501 C 3
South Florida Veterans Affairs Foundation
1201 NW 16th StreetMiamiFL33125650207903$80,457RESEARCH Research Research501 C 3
Southern Methodist University
PO Box 750259DallasTX75275750800689$15,558RESEARCH Research Research501 C 3
Southwest Research Institute
6220 Culebra RoadSan AntonioTX78238741070544$29,114RESEARCH Research Research501 C 3
Space Science Institute
4765 Walnut StBoulderCO80301841215290$16,814RESEARCH Research Research501 C 3
Specific Diagnostics LLC
500 Australian AvWest Palm BeachFL33401452623441$8,726RESEARCH Research Research
Stanley Street Treatment and Resource
386 Stanley StreetFall RiverMA02720042604426$23,636RESEARCH Research Research501 C 3
State of Alabama
602 South Lawrence StMontgomeryAL36104636000619$250,952RESEARCH Research ResearchState Govt
State of Indiana
2 North Meridian StIndianapolisIN46204356000158$135,000RESEARCH Research ResearchState Govt
State of Maryland
4101 Chesapeake BldgCollege ParkMD20742526002033$25,335RESEARCH Research ResearchState Govt
State of Mississippi-University of MS
2500 North State StJacksonMS39216646008520$260,164RESEARCH Research ResearchState Govt
Suffolk University
73 Tremont St ORSPBostonMA02108042133255$25,000RESEARCH Research Research501 C 3
SutroVax Inc
353 Hatch DriveFoster CityCA94404464233385$2,152,958RESEARCH Research Research
Syracuse University
640 Skytop RdSyracuseNY13244150532081$54,909RESEARCH Research Research501 C 3
Talis Biomedical Corp
230 Constitution DrMenlo ParkCA94025463122255$403,664RESEARCH Research Research
Taxis Pharmaceuticals Inc
9 Deer Park DrMonmouth JunctionNJ08852264516108$1,454,863RESEARCH Research Research
Techulon Inc
2200 Kraft DrBlacksburgVA24060208076249$693,582RESEARCH Research Research
Temple University of the Commonwealth
PO Box 824242PhiladelphiaPA19182231365971$37,622RESEARCH Research Research501 C 3
TERC Inc
2067 Massachusetts AvenueCambridgeMA02140046134355$170,414RESEARCH Research Research501 C 3
Texas A&M University
400 Harvey Mit PkyCollege StationTX77845746000531$41,282RESEARCH Research ResearchState Govt
The Brigham & Womens Hospital Inc
PO Box 3887BostonMA02241042312909$1,434,743RESEARCH Research Research501 C 3
The Broad Institute Inc
415 Main StreetCambridgeMA02142263428781$493,638RESEARCH Research Research501 C 3
The Center for Health Policy Development
Two Monument SquarePortlandME04101521576801$87,425Research Research501 C 3
The General Hospital Corporation
PO Box 3829BostonMA02241042697983$2,052,549Research Research501 C 3
The Geneva Foundation
PO Box 84212SeattleWA98124911593913$7,132Research Research501 C 3
The George Washington University
PO Box 829896PhiladelphiaPA19182530196584$82,866Research Research501 C 3
The Henry M Jackson Foundation for the Advancemen
6720-A Rockledge DrBethesdaMD20817521317896$64,718Research Research501 C 3
The Jackson Laboratory
610 Main StreetBar HarborME04609010211513$186,852Research Research501 C 3
The John B Pierce Laboratory Inc
290 Congress AveNew HavenCT06519060646780$194,463Research Research501 C 3
The McLean Hospital Corporation
PO Box 3951BostonMA02241042697981$122,556Research Research501 C 3
The MGH Institute of Health Profess
399 Revolution DrSomervilleMA02145042868893$363,537Research Research501 C 3
The Pennsylvania State University
227 W Beaver AveState CollegePA16801246000376$5,502Research Research501 C 3
The Regents of the University of Ca
PO Box 741539Los AngelesCA90074946002123$251,251Research Research501 C 3
The Regents of the University of MI
Box 223131PittsburghPA15251386006309$550,781Research Research501 C 3
The Regents of the University of Michigan
3003 S State StAnn ArborMI48109386006309$62,998Research Research501 C 3
The Scripps Research Institute
P O Box 843209DallasTX75284330435954$43,944Research Research501 C 3
The Thresholds
P O Box 87618ChicagoIL60680362518901$43,060Research Research501 C 3
The Trustees of Columbia University
PO Box 29789New YorkNY10087135598093$810,594Research Research501 C 3
The Trustees of Princeton University
701 Carnegie CenterPrincetonNJ08540210634501$768,831Research Research501 C 3
The Trustees of Purdue University
23510 Network PlChicagoIL60673356002041$47,078Research ResearchState Govt
The University of Chicago
6054 So Drexel AveChicagoIL60637362177139$161,037Research Research501 C 3
The University of Rhode Island - Kings
70 Lower College RdKingstonRI02881056014351$153,376Research Research501 C 3
The University of Rhode Island - Prov
3 Capitol HillProvidenceRI02908056000522$9,962Research Research501 C 3
The University of South Carolina
1600 Hampton StColumbiaSC29208576001153$37,997Research Research501 C 3
The University of Texas at Austin
P O Box 7159AustinTX78713746000203$580,396Research ResearchState Govt
The Vanderbilt University
2301 Vanderbuilt PlNashvilleTN37240620476822$35,596Research Research501 C 3
THIRD SECTOR NEW ENGLAND INC
89 South Street 700BostonMA02111042261109$133,872Research Research501 C 3
Tougaloo College
500 W County LN RDTougalooMS39174640303093$16,598Research Research501 C 3
Trellis Bioscience LLC
702 Marshall StRedwood CityCA94063272163377$3,871,316Research Research
Trustees of Boston College
140 Commonwealth AveChestnut HillMA02467042103545$9,986Research Research501 C 3
Trustees of Dartmouth College
11 Rope Ferry RdHanoverNH03755020222111$38,687Research Research501 C 3
Trustees of Tufts College
136 Harrison AveBostonMA02111042103634$124,639Research Research501 C 3
Tufts Medical Center Inc
800 Washington StBostonMA02111043400617$92,015Research Research501 C 3
University of Alabama at Birmingham
1720 2nd Ave SBirminghamAL35294636005396$1,076,327Research Research501 C 3
University of Arkansas Fayetteville
PO Box 1404FayettevilleAR72702716003252$61,458Research Research501 C 3
University of Connecticut
438 Whitney RdStorrsCT06269060772160$336,149Research ResearchState Govt
University of Delaware
116 Student Services BldgNewarkDE19716516000297$134,006Research Research501 C 3
University of Florida
PO Box 113001GainesvilleFL32611596002052$160,371Research ResearchState Govt
University of Georgia Research Foundation
310 East Campus RdAthensGA30602581353149$456,638Research Research501 C 3
University of Hawaii
2440 Campus Rd Box 368HonoluluHI96822996000354$46,467Research Research501 C 3
University of Houston
POB 988 Treasurers OfficeHoustonTX77001746001399$70,764Research ResearchState Govt
University of Kentucky Research Foundation
P O Box 931113ClevelandOH44193616033693$241,436Research Research501 C 3
University of Louisville
300 E Market St 300LouisvilleKY40202611014882$268,244Research Research501 C 3
University of Massachusetts
55 Lake Avenue NorthWorcesterMA01655043167352$1,046,269Research501 C 3
University of New England
11 Hills Beach RdBiddefordME04005010211810$55,123Research Research501 C 3
University of North Carolina - Chapel hill
PO Box 402420AtlantaGA30384566001393$517,666Research Research501 C 3
University of North Carolina Greensboro
PO Box 26170GreensboroNC27402566001468$40,168Research Research501 C 3
University of North Dakota
264 Centennial DrGrand ForksND58202456002491$153,784Research ResearchState Govt
University of North Texas Health Science
3500 Camp Bowie BlvdFort WorthTX76107756064033$56,446Research Research501 C 3
University of Notre Dame du Lac
836a Grace Hall RSPANotre DameIN46556350868188$26,085Research Research501 C 3
UNIVERSITY OF PENNSYLVANIA
PO Box 785541PhiladelphiaPA19178231352685$1,519,384Research Research501 C 3
University of Pittsburgh
500 Ross StPittsburghPA15262250965591$327,460Research ResearchState Govt
University of Rochester
910 Genesee StreetRochesterNY14642160743209$529,694Research Research501 C 3
University of Southern California
3500 So Figueroa StLos AngelesCA90089951642394$80,877Research Research501 C 3
University of Texas Health Science
PO Box 1898San AntonioTX78297741586031$943,021Research ResearchState Govt
University of Toledo
PO Box 72327ClevelandOH44192346401483$19,988Research ResearchState Govt
University of Vermont & State Agriculture
PO Box 1389WillistonVT05495030179440$856,403Research Research501 C 3
University of Washington
12455 Collections DriveChicagoIL60693916001537$1,298,092Research Research501 C 3
University of Wisconsin
Drawer 538MilwaukeeWI53278391805963$185,357Research ResearchState Govt
University System of New Hampshire
51 College RoadDurhamNH03824026000937$15,896Charitable donation Research501 C 3
UT MD Anderson Cancer Center
PO Box 4266HoustonTX77210746001118$103,501Charitable donation ResearchState Govt
Utica College
1600 Burrstone RdUticaNY13502161476258$47,291Charitable donation Research501 C 3
Vanderbilt University Medical Center
POB 121236DallasTX75312352528741$256,137Charitable donation Research501 C 3
Vedanta Biosciences Inc
19 Blackstone StreetCambridgeMA02139275440202$1,316,590Charitable donation Research
VenatoRx Pharmaceuticals Inc
30 Spring Mill DriveMalvernPA19355272782193$4,617,212Charitable donation Research
Vermont Public Health Association Inc
PO Box 732BurlilngtonVT05401020608866$23,423Charitable donation Research501 C 3
Veterans Education and Research Association
215 N Main StWhite River JunctionVT05001223091219$93,366Charitable donation Research501 C 3
Veterans Research Fnd of Pittsburgh
University DriPittsburghPA15240251666090$22,827Charitable donation Research501 C 3
Virginia Commonwealth University
Box 843039RichmondVA23284546001758$229,123Charitable donation Research501 C 3
Virginia Polytechnic Institute & St
N End CtrSte 4200BlacksburgVA24061546001805$57,721Charitable donation ResearchState Govt
Wake Forest University Health Science
EPICARE 525VineWinston SalemNC27157223849199$26,374Charitable donation Research501 C 3
Washington University
700 Rosedale AveSt LouisMO63112430653611$305,932Charitable donation Research501 C 3
Wayne State University
5057 WoodwardDetroitMI48202386028429$69,215Charitable donation Research501 C 3
Wellesley College
106 Central StreetWellesleyMA02481042103637$44,367Charitable donation Research501 C 3
West Virginia University Research Center
PO Box 6002MorgantownWV26506550665758$22,472Charitable donation Research501 C 3
William Marsh Rice University
PO Box 1892 MS 74HoustonTX77251741109620$130,885Charitable donation Research501 C 3
Woods Hole Oceanographic Institution
569 Woods Hole RoadWoods HoleMA02543042105850$145,212Charitable donation Research501 C 3
Yale University
PO Box 1873New HavenCT06508060646973$249,118Research501 C 3
Yeshiva University
1300 Morris Park AveBronxNY10461131624225$632,500Research501 C 3
ZabBio Inc
6160 Lusk BlvdSan DiegoCA92121822969965$683,669Research
Zikani Therapeutics Inc
480 Arsenal Way 130WatertownMA02472901138559$1,470,409Research
Boston Medical Center - Office
801 Mass Ave Dev OfficeBostonMA02118043314093$20,000Charitable donation501 C 3
Common Purpose US INC
400 Atlantic AvenueBostonMA02100822151633$10,000Charitable donation501 C 3
Esplanade Association Inc
376 Boylston St Suite 503BostonMA02116043550635$10,000Charitable donation501 C 3
Fenway Community Health Center INC
1340 Boylston StreetBostonMA02215042510564$12,500Charitable donation501 C 3
Massachusetts Public Health Association
50 Federal St 8th flBostonMA02110042326503$5,500Charitable donation501 C 3
Mothers for Justice and Equality
2201 Washington StreetRoxburyMA02119453741482$7,500RESEARCH Charitable donation501 C 3
NAACP Legal Defense and Educational
40 Rector StreetNew YorkNY10006131655255$45,557RESEARCH Charitable donation501 C 3
Sociedad Latina
1530 Tremont StreetRoxburyMA02120042678255$7,500RESEARCH Charitable donation501 C 3
TakeAction Minnesota Education Fund
705 Raymond Ave 100St PaulMN55114411635130$45,557RESEARCH Charitable donation501 C 3
The Brigham & Womens Hospital Inc 2
75 Francis StreetBostonMA02115042312909$25,000RESEARCH Charitable donation501 C 3
The One Love Foundation in Honor of
PO Box 368BronxvilleNY10708272904497$10,000RESEARCH Charitable donation501 C 3
Travis Roy Foundation Inc
101 Huntington AveBostonMA02199451618706$15,000RESEARCH Charitable donation501 C 3
We The Protesters
10 Liberty StreetNew YorkNY10005813764408$45,622RESEARCH Charitable donation501 C 3
West End House
105 Allston StreetAllstonMA02134042105825$7,500RESEARCH Charitable donation501 C 3
FieldValueIRS element (for citing)
Total501c3 Org237Total501c3OrgCnt
Total Other Org52TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
TUITION AND STIPEND FOR STUDENTS & POST-DOC18983$24,288,223$528,821,843COSTTUITION OFFSET
EMERGENCY FINANCIAL AID GRANTS FROM THE HEERF9247$11,437,900
HONORARIUM2248$1,893,203
PRIZES AND AWARDS676$1,013,972

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL DOMESTIC SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS ARE VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE.
SCHEDULE I, PART IIIBOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES. ALL GRANTS AND OTHER STUDENT FINANCIAL AID IS DESIGNATED FOR EDUCATIONAL PURPOSES ONLY. THE UNIVERSITY RECEIVED $11,438,000 OF FUNDING UNDER THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, PUBLIC LAW 116-260 (CRRSAA), USED TO PROVIDE EMERGENCY FINANCIAL AID TO STUDENTS DURING THE YEAR ENDED JUNE 30, 2021. STARTING IN SEPTEMBER 2020, BOSTON UNIVERSITY MEETS 100% OF THE DEMONSTRATED FINANCIAL NEED FOR ADMITTED, FIRST-YEAR STUDENTS WHO ARE U.S. CITIZENS OR PERMANENT RESIDENTS.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
ROBERT A BROWN
PRESIDENT$1,076,167$0$0$500,827$0$192,970$0$267,355$0$2,037,319$0$200,000$0
ERIKA GEETTER
SR VP, GEN COUNSEL, BOARD SEC$590,480$0$0$2,802$0$32,970$0$3,036$0$629,288$0$0$0$0
MARTIN J HOWARD
SR VP, CFO, & TREASURER$566,904$0$0$4,865$0$32,970$0$2,658$0$607,397$0$0$0
JEAN MORRISON
UNIVERSITY PROVOST$742,241$0$0$431,051$0$70,470$0$172,285$0$1,416,047$0$368,578$0
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST$901,450$0$0$8,798$0$32,970$0$514$0$943,732$0$0$0
GARY W NICKSA
SR VP FOR OPERATIONS$569,016$0$0$4,217$0$32,970$0$27,585$0$633,788$0$0$0
TONY TANNOURY
PROFESSOR & PHYSICIAN$0$1,305,976$84,191$0$2,468$0$32,970$0$66,015$0$1,491,620$0$0$0
XINNING LI
PROFESSOR & PHYSICIAN$0$1,337,373$76,707$0$7,967$0$24,420$0$18,911$0$1,465,378$0$0$0
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON$483,472$0$0$122,860$0$32,970$0$25,456$0$1,339,390$0$0$0$674,632
WILLIAM CREEVY
PROFESSOR & PHYSICIAN$0$929,532$263,239$0$7,021$0$32,970$0$25,938$0$1,258,700$0$0$0
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER$667,000$0$0$3,186$0$32,970$0$797$0$1,228,529$0$0$0$524,576
TODD L C KLIPP
FMR SR VP, SR COUNS, SEC$0$0$0$470,291$0$0$0$14,706$0$484,997$0$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART ITONY TANNOURY, WILLIAM CREEVY, AND XINNING LI ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GDSM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT A GDSM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER.
SCHEDULE J, PART I, LINE 1A(1) HOUSING ALLOWANCE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON WERE BOTH REQUIRED TO LIVE IN UNIVERSITY RESIDENCES. AMOUNTS REPORTED IN COLUMN D INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES, FOR PRESIDENT BROWN $248,881 AND PROVOST MORRISON $144,463. (2) FIRST-CLASS TRAVEL: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, ALL EMPLOYEES ARE REIMBURSED FOR ECONOMY AIRFARE. EXCEPTIONS FOR INVOLVING AN EXTENDED PERIOD OF TIME ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR FIRST-CLASS TRAVEL. TRAVEL FOR BUSINESS PURPOSES, INCLUDING FIRST-CLASS TRAVEL, IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2020. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, BOSTON UNIVERSITY ALLOWS COMPANION TRAVEL FOR BONA FIDE BUSINESS PURPOSES. ALL SUCH CASES REQUIRE PRIOR WRITTEN APPROVAL OF AN AUTHORIZED SENIOR EXECUTIVE. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR SPOUSAL TRAVEL. COMPANION TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2020. SCHEDULE J, PART I, LINE 4A IN CALENDAR YEAR 2020, TODD KLIPP RECEIVED A PAYMENT UNDER THE EXECUTIVE SEVERANCE PAY PLAN IN THE AMOUNT OF $470,291 FOR HIS FORMER CAPACITY AS SENIOR VICE PRESIDENT, SENIOR COUNSEL, AND BOARD SECRETARY. THIS PAYMENT IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 4B(1) UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON JULY 31, 2020, PRESIDENT BROWN RECEIVED AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $472,000 WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2020 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C OF PRIOR FORMS 990 IS $200,000. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN F. UNDER THE SAME SUPPLEMENTAL RETIREMENT PLAN, ON JULY 31, 2021, PRESIDENT BROWN WAS TO BECOME ENTITLED TO RECEIVE AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. PRESIDENT BROWN'S RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $160,000 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2020 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION ALSO INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2020 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN. (3) UNDER A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN, ON JULY 1, 2020, PROVOST MORRISON RECEIVED AN AMOUNT THAT ACCRUED DURING THE PRECEDING FOUR-YEAR PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN OF $425,495 WAS DISTRIBUTED TO PROVOST MORRISON IN CALENDAR YEAR 2020 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C OF PRIOR FORMS 990 IS $368,578. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN F. UNDER A NEW SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN, ON JUNE 30, 2021, PROVOST MORRISON WAS TO BECOME ENTITLED TO RECEIVE A FIXED AMOUNT THAT ACCRUED FOR THE PRECEDING 12-MONTH PERIOD. PROVOST MORRISON'S RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION OF $37,500 WAS ACCRUED FOR PROVOST MORRISON IN CALENDAR YEAR 2020 AND IS REPORTED ON SCHEDULE J, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION.
SCHEDULE J, PART I, LINE 6AA PORTION OF PUSHKAR MEHRA'S COMPENSATION (AS REPORTED IN SCHEDULE J, PART II, COLUMN B(II)) IS BASED ON A PERCENTAGE OF BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL MAXILLOFACIAL SURGERY GROUP REVENUES LESS OPERATING EXPENSES. SCHEDULE J, PART I, LINE 6B DR. WILLIAM CREEVY RECEIVES AN ANNUAL BONUS PAYMENT BASED ON PRE-DETERMINED ANNUAL PERFORMANCE METRICS, WITH OPERATING INCOME AS ONE OF THE COMPONENTS.
SCHEDULE J, PART I, LINE 7AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS.
SCHEDULE J, PART IITHIS SCHEDULE INCLUDES EACH OF THE UNIVERSITY'S CURRENT AND FORMER OFFICERS, TRUSTEES, KEY EMPLOYEES, AND FIVE MOST HIGHLY COMPENSATED EMPLOYEES FOR WHOM THE SUM OF CALENDAR YEAR 2020 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2
A0434318140000000002015-09-30$162,740,000REFUNDING 2005 BOND ISSUEfalsefalsefalse
MASS DEV FIN AGENCY- SERIES U1 U2 U3 U4 U5 U6
B04343181457583RWD32008-05-15$536,365,000PARTIAL REF/CAP PROJ/PROP ACQYes (true)falsefalse
MASS DEV FIN AGENCY-SER BB-1 BB-2 BB-3(2016)
C04343181457584XWV92016-11-08$231,838,996CAP PROJ/ADV REF 2008 & 2009 BONDSfalsefalsefalse
MASS DEV FIN AGENCY - SERIES X (2013)
D04343181457583UVL92013-04-30$120,736,790CAPITAL PROJECTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$162,740,000$0$0$0$0$0$0$0$162,740,000$0Yes (true)falseYes (true)Yes (true)
B$103,475,000$50,000,000$539,836,174$0$0$0$848,766$727,358$0$202,760,050$335,500,000$0Yes (true)falseYes (true)Yes (true)2012
C$0$0$233,015,648$0$0$0$816,939$0$0$125,993,883$105,744,237$460,589falseYes (true)falseYes (true)
D$0$0$120,780,965$0$0$0$734,790$0$0$120,000,000$0$0falsefalseYes (true)Yes (true)2015

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.006780.00678falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
SEE PART VI
BfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE AMASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIES AA-1 AND AA-2 BONDS IN THE AMOUNT OF $162,740,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES T1 BOND OF THE SAME AMOUNT.
SCHEDULE K, PART I, LINE BMASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE CMDFA SERIES BB-1, BB-2, AND BB-3 BONDS IN THE AMOUNT OF $231,838,996 WERE ISSUED TO ADVANCE REFUND AND ULTIMATELY LEGALLY DEFEASED MDFA SERIES U-4, ORIGINALLY ISSUED IN 2008, IN THE AMOUNT OF $50,000,000 AND MDFA SERIES V-1, ORIGINALLY ISSUED IN 2009, IN THE AMOUNT OF $44,000,000. PROCEEDS OF MDFA SERIES BB-1 IN THE AMOUNT OF $125,603,699 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE A(2)MDFA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000.
SCHEDULE K, PART I, LINE B(2)MDFA SERIES DD-1 AND DD-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES Z-1 AND Z-2 BONDS IN THE AMOUNT OF $73,370,000 AND SERIES H BONDS IN THE AMOUNT OF $25,000,000.
SCHEDULE K, PART II, LINE 3, COLUMNS B-DCOLUMN B: TOTAL PROCEEDS OF $539,836,174 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $536,365,000 AND INVESTMENT EARNINGS TOTALING $3,471,174. COLUMN C: TOTAL PROCEEDS OF $233,016,648 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $231,838,996 AND INVESTMENT EARNINGS TOTALING $1,176,652. COLUMN D: TOTAL PROCEEDS OF $120,780,965 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $44,175.
SCHEDULE K, PART II, LINE 7, COLUMNS B-DCOLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $848,776 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $484,109. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $816,939 IS COMPRISED OF ISSUANCE COSTS TOTALING $607,924 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $209,015. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $736,790 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $302,261.
SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-D(INCLUDING SERIES Y)THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH EQUITY AND DEBT AND MADE A TIMELY ELECTION TO ALLOCATE EQUITY PROCEEDS TO ANY PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES. IF PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES DOES NOT EXCEED THE EQUITY ALLOCATION, THE PRIVATE BUSINESS USE IS REPORTED AS 0.00%.
SCHEDULE K, PART IV, LINE 2B, COLUMN A(2)THE PROCEEDS OF MDFA SERIES Y, OF WHICH 100 PERCENT WERE SPENT TO FINANCE CONSTRUCTION EXPENDITURES, WERE SPENT WITHIN TWO YEARS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(F)(4)(C).
SCHEDULE K, PART IV, LINE 2CTHE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2018. THE REBATE CALCULATION FOR THE SERIES X BONDS WAS PERFORMED IN APRIL 2018. THE REBATE CALCULATION FOR THE SERIES BB BONDS WAS PERFORMED IN APRIL 2021.
SCHEDULE K, PART IV, LINES 4A & 4B, COLUMN BTHE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA - SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS.
SCHEDULE K, PART IV, LINE 6, COLUMNS A-BUNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
(2) MASS DEV FIN AGENCY-SER Y (2014)
A04343181457583UL892014-09-30$35,000,000REFUNDING 2004 & 2009 BOND ISSUESfalsefalsefalse
(2) MASS DEV FIN AGENCY- SER DD-1 AND DD-2 (2019)
B04343181457584VSM22019-07-30$98,375,886REFUNDING SERIES H, Z-1, AND Z-2falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$35,000,000$0$0$0$0$0$0$0$35,000,000$0Yes (true)falseYes (true)Yes (true)
B$0$0$98,375,886$0$0$0$117,235$0$0$0$98,258,651$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
MERRILL LYNCH
AfalsefalseYes (true)falseYes (true)Yes (true)25.falsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)falseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
FELD ENTERTAINMENT INC
SEE PART V$0SEE PART VYes (true)
J LAWFORD ANDERSON
SEE PART V$166,106EMPLOYMENT COMPENSATIONfalse
KEITH A BROWN
SEE PART V$163,019EMPLOYMENT COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, LINE 1FormAndLineReferenceDesc
Explanation(B) TRUSTEE FELD IS THE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF FELD ENTERTAINMENT, INC. THE UNIVERSITY DID NOT HAVE ANY REPORTABLE TRANSACTIONS WITH FELD ENTERTAINMENT, INC. IN FISCAL YEAR 2021 SINCE ALL PERFORMANCE DATES WERE CANCELLED DUE TO COVID-19 AND THE ASSOCIATED HEALTH RESTRICTIONS. AS PART OF THE NEGOTIATION PROCESS WITH THE COMPANY, THE UNIVERSITY COMPARED THESE ARRANGEMENTS TO OTHER VENUES WHICH HOST THE COMPANY'S PRODUCTIONS AND CONCLUDED THAT THE NEGOTIATED TERMS FOR THE UNIVERSITY WERE EQUAL TO, IF NOT MORE FAVORABLE THAN, THE TERMS RECEIVED BY OTHER VENUES. ALL DISCUSSIONS AND INTERACTIONS RELATING TO THESE TRANSACTIONS HAVE BEEN WITH BUSINESS PERSONNEL AT THE COMPANY OTHER THAN TRUSTEE FELD AND THERE IS NO EVIDENCE THAT TRUSTEE FELD HAS WEIGHED IN ON OR IN ANY WAY SOUGHT TO AFFECT UNIVERSITY DECISION-MAKING REGARDING THESE TRANSACTIONS. SCHEDULE L, PART IV, LINE 2 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF PRESIDENT ROBERT BROWN.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,625NoncashContributionsRptF990Amt
Method Of Determining RevenuesIND. APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1505ContributionCnt
Noncash Contributions Rpt F990$1,560,736NoncashContributionsRptF990Amt
Method Of Determining RevenuesNET PROCEEDSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution246ContributionCnt
Noncash Contributions Rpt F990$6,830,669NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN PRICE ON DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMT-MED,RSCH,EDU5$2,219,414IND. APPRAISAL
Yes (X)DONATED AUCTION ITEMS22$72,852IND. APPRAISAL
Yes (X)SOFTWARE5$2IND. APPRAISAL
FieldValueIRS element (for citing)
Form8283 Received18Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 990, PART I, LINE 1 & PART III, LINE 1 BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY. FORM 990, PART III, LINE 4A INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP AND RESEARCH AND IN PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 17 SCHOOLS AND COLLEGES ON ITS THREE CAMPUSES, BOSTON UNIVERSITY OFFERS ITS STUDENTS MORE THAN 300 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH 90+ STUDY-ABROAD PROGRAMS OFFERING OPPORTUNITIES IN 25 COUNTRIES ON 6 CONTINENTS. BOSTON UNIVERSITY FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THROUGH THEIR RESEARCH, SCHOLARSHIP, AND CREATIVE ENDEAVORS, THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO MANAGEMENT, POETRY, AND THE PERFORMING ARTS. THE UNIVERSITY PLACES A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN EMERGING AREAS SUCH AS NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, ENGINEERING BIOLOGY, DATA SCIENCE, URBAN HEALTH, AND GLOBAL HEALTH AND DEVELOPMENT, AS WELL AS RESEARCH AND TREATMENTS FOR EMERGING INFECTIOUS DISEASES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS.
Form 990, Part VI, Section A, Line 1AWITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES.
Form 990, Part VI, Section B, Line 11BUPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF OPERATIONS AND UNIVERSITY COMPTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, KPMG, IS INVOLVED THROUGHOUT THE PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE SITE BEFORE IT IS FILED WITH THE IRS.
Form 990, Part VI, Section B, Line 12CALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH THEY ARE INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION IS TO BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE PROVIDES SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE.
Form 990, Part VI, Section B, Line 15BEACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION FOR THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY.
Form 990, Part VI, Section C, Line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE.
Form 990, Part VII, Section AROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. MARTIN J. HOWARD, AN OFFICER OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER MONTH TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. GARY W. NICKSA, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS OR LESS PER MONTH TO EACH OF PLEASANT VENTURES REALTY TRUST AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. KAREN H. ANTMAN, MD, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES FOUR HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. TONY TANNOURY, XINNING LI, AND WILLIAM CREEVY ARE ON THE LIST OF FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, EACH DEVOTING 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE PLANS. EILEEN O'KEEFE WAS COMPENSATED AS FACULTY MEMBER, NOT AS TRUSTEE.
Form 990, Part XI, Line 9OTHER CHANGES IN NET ASSETS OF FUND BALANCES GAIN ON INTEREST RATE EXCHANGE AGREEMENTS $70,399,040 UNREALIZED LOSS ON NON-INVESTMENT ASSETS -$2,363,776 NET ACTUARIAL LOSS -$11,349 OTHER ADJUSTMENTS $366,821 ---------------------- TOTAL $68,390,736

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BU (GT) Funding LLC
108 Bay State RoadBostonMA02215870773653InvestmentsDE$0$41,849,000BU Trustees
Pleasant Ventures Realty Trust
125 Bay State RoadBostonMA02215043006700Real EstateMA$1,885,389$14,809,932BU Trustees
Scarlet Castle Brr-I LLC
One Silber WayBostonMA02215821985611InvestmentsMA-$359,928$3,753,410BU Trustees

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Boston Emergency Physician Foundation
ONE BOSTON MEDICAL CENTER PLBostonMA02118043286156MedicineMA501(C)(3)12c III-FInafalse
Boston Rehabilitation Med Assoc Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043286641MedicineMA501(C)(3)12c III-FInafalse
BU Cardiac & Thoracic Surgical Fdn Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118042966416MedicineMA501(C)(3)12c III-FInafalse
Boston University Dermatology Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043335166MedicineMA501(C)(3)12c III-FInafalse
BU Dermatology Support Services I Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043452877MedicineMA501(C)(3)12c III-FInafalse
BU Dermatology Support Services II Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043452874MedicineMA501(C)(3)12c III-FInafalse
Boston University Eye Associates Inc
ONE BOSTON MEDICAL CENTER PLBOSTONMA02118043137333MedicineMA501(C)(3)12c III-FInafalse
Boston University Family Medicine Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043354353MedicineMA501(C)(3)12c III-FInafalse
BU General Surgical Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043265008MedicineMA501(C)(3)12c III-FInafalse
BU Mallory Pathology Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118042794543MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Anesthesiologists Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043276227MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Urologists Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043286643MedicineMA501(C)(3)12c III-FInafalse
BU Neurology Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043428462MedicineMA501(C)(3)12c III-FInafalse
BU Neurosurgical Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043296068MedicineMA501(C)(3)12c III-FInafalse
BU Obstetrics & Gynecology Fdn Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043067465MedicineMA501(C)(3)12c III-FInafalse
BU Orthopaedic Surgical Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043354360MedicineMA501(C)(3)12c III-FInafalse
BU Plastic Surgery Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043555478MedicineMA501(C)(3)12c III-FInafalse
BU Psychiatry Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043355267MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Radiologists Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043283573MedicineMA501(C)(3)12c III-FInafalse
BU Surgical Associates Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043291148MedicineMA501(C)(3)12c III-FInafalse
Child Health Foundation of Boston Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118042472758MedicineMA501(C)(3)12c III-FInafalse
Evans Medical Foundation Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118510172171MedicineMA501(C)(3)12c III-FInafalse
Faculty Practice Foundation Inc
ONE BOSTON MEDICAL CENTER PLBostonMA02118043289381MedicineMA501(C)(3)12b IInafalse
Mercond Inc
881 Commonwealth AvenueBostonMA02215043099628Holding Co.MA501(C)(2)n/aBU TRUSTEESYes (true)
BU MEDICAL CENTER OTOLARYNGOLOGIC FDN
ONE BOSTON MEDICAL CENTER PLBOSTONMA02118043156471HEALTHCAREMA501(C)(3)12c III-FINAfalse
THE MASS GREEN HIGH PERF COMPUTING CTR
77 MASS AVECAMBRIDGEMA02139273014805RESEARCH CTRMA501(C)(3)12A-INAfalse
MGHPCC HOLYOKE INC
100 BIGELOW STREETHOLYOKEMA01040452257442RESEARCH CTRMA501(C)(3)12A-INAfalse
BOSTON UNIVERSITY (USA) LONDON CHARITY
EDU. SUPPORTN/ABU TRUSTEESYes (true)5-10 ST PAULS CHURCHYARDLONDONUKEC4M 8ALUK
EAST CONCORD MEDICAL FOUNDATION INC
88 E NEWTON STREETBOSTONMA02118046048207EDU. SUPPORTMA501(C)(3)12c III-FINAfalse
BOSTON UNIVERSITY FOUNDATION - INDIA
EDU. SUPPORTN/ABU TRUSTEESYes (true)S-505 LGF GREATER KAILASH-11NEW DELHIIN110048IN
TRANSPORTATION SOL FOR COMMUTERS INC
881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215043144411TRANS SVCSMA501(C)(3)7NAfalse
BU RADIATION ONCOLOGY INC
ONE BOSTON MEDICAL CENTER PLBOSTONMA02118810716773MEDICINEMA501(C)(3)12c III-FINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdUBI Code VUBICodeVAmt
EUSA LLP
1A QUEENSBERRY PLACELONDONUKSW7 2DLEducationUKBU EUREUSA UKRelated-$838,576$227,923falsefalse1.00000
LVPU LP
InvestmentsBU TrusteesUnrelated-$324,898$266,279falsefalse1.0000010000 Memorial Drive Suite 550HoustonTX77024471582760DE-$170
Brightstar Capital Partners Infraserv L
InvestmentsBU TrusteesUnrelated$119,854$231,641falsefalse0.578809859 Big Bend Blvd suite 202St LouisMO63122842093170MO$119,499
Brightstar Capital Partners Capstone LP
InvestmentsBU TrusteesUnrelated$51,135$335,227falsefalse0.659909859 Big Bend Blvd suite 202St LouisMO63122843024713MO$51,136

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
520 Commonwealth Avenue Real Estate Corp
881 Commonwealth AvenueBostonMA02215042272027Holding companyMABU TrusteesC Corp$44,2051.00000Yes (true)
Charitable Remainder Trusts - MA (13)
SupportMABU TrusteesTrust
660 Corporation
881 Commonwealth AvenueBostonMA02215042787737Convenience StoreMA520 CorpC Corp$5,117,1581.00000Yes (true)$827,669
Akeah Inc
881 Commonwealth AvenueBostonMA02215043003380Edu SupportMA520 CorpC Corp$491,3321.00000Yes (true)$228,615
Boston University (USA) Europe Limited
Edu SupportBU (USA) LondonCORP.$2,274,0081.00000Yes (true)43 Harrington GardensLondonUKSW7 4JUUK
EUSA (UK) Limited
Edu SupportBU (USA) LondonCORP.$6,3661.00000Yes (true)43 Harrington GardensLondonUKSW7 4JUUK
Scarlet Castle TIR-I LLC
881 Commonwealth AvenueBostonMA02215843380977InvestmentMABU TrusteesC Corp$22,4221.00000Yes (true)-$2,761
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Boston University USA (Europe) Limited
a(i)$247,555ACTUAL PAYMENTS
660 Corporation
a(iv)$474,006ACTUAL PAYMENTS
Brightstar Capital Partners InfraServ LP
B$214,431ACTUAL PAYMENTS
BRIGHTSTAR CAPITAL PARTNERS CAPSTONE LP
B$413,157ACTUAL PAYMENTS
Boston University (USA) London Charity
c$63,310ACTUAL PAYMENTS
Charitable Remainder Trust (1)
c$2,983,254FMV
EUSA LLP
d$830,050ACTUAL PAYMENTS
660 Corporation
l$100,000ACTUAL PAYMENTS
660 Corporation
q$58,618ACTUAL PAYMENTS
AKEAH Inc
r$200,000ACTUAL PAYMENTS