STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-12
IRS object ID
202121329349302767
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-12T12:01:07-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trustees of Tufts CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone6176274337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland Street Attn Tax DeptAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M HURLEYPersonNm
Person TitleVP FINANCE & TREASURERPersonTitleTxt
Signature2021-05-12SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Tufts UniversityBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Anthony P MonacoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland Street Attn Tax DeptAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,683,417,405GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee12387TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$639,806TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$331,631,004PYContributionsGrantsAmt
CY Contributions Grants$304,863,138CYContributionsGrantsAmt
PY Program Service Revenue$752,115,756PYProgramServiceRevenueAmt
CY Program Service Revenue$761,272,938CYProgramServiceRevenueAmt
PY Investment Income$147,745,227PYInvestmentIncomeAmt
CY Investment Income$52,436,991CYInvestmentIncomeAmt
PY Other Revenue$2,830,535PYOtherRevenueAmt
CY Other Revenue-$20,238CYOtherRevenueAmt
PY Total Revenue$1,234,322,522PYTotalRevenueAmt
CY Total Revenue$1,118,552,829CYTotalRevenueAmt
PY Grants And Similar Paid$179,451,212PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$172,280,263CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$564,562,046PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$581,390,829CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,281,421PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,411,352CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,669,387CYTotalFundraisingExpenseAmt
PY Other Expenses$333,140,398PYOtherExpensesAmt
CY Other Expenses$331,448,095CYOtherExpensesAmt
PY Total Expenses$1,078,435,077PYTotalExpensesAmt
CY Total Expenses$1,086,530,539CYTotalExpensesAmt
PY Revenues Less Expenses$155,887,445PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$32,022,290CYRevenuesLessExpensesAmt
Total Assets BOY$3,756,859,625TotalAssetsBOYAmt
Total Assets EOY$3,763,335,065TotalAssetsEOYAmt
Total Liabilities BOY$1,084,203,151TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,070,933,710TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,672,656,474NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,692,401,355NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$551,768,792ExpenseAmt
Grant$144,986,479GrantAmt
Revenue$653,343,706RevenueAmt
DescINSTRUCTION - DURING THE 2019-2020 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,381 UNDERGRADUATE, 1,402 GRADUATE, 547 PROFESSIONAL AND 186 CERTIFICATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$286,044,862ExpenseAmt
Grant$27,293,784GrantAmt
Revenue$98,583,746RevenueAmt
DescRESEARCH -THERE WERE 2,167 GOVERNMENT AND 932 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2020. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$86,285,255ExpenseAmt
Grant$0GrantAmt
Revenue$6,535,797RevenueAmt
DescAUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2020 FISCAL YEAR THERE WERE 43 RESIDENCE HALLS HOUSING 3,623 STUDENTS. APPROXIMATELY 4,854 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$924,098,909TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
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 BondsfalseInvestTaxExemptBondsInd
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 EntYes (true)BusinessRlnWith35CtrlEntInd
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
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2672IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12387EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountrySLForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUVForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
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 OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Members41GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
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 VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James Walsh Executive Director & University ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176273816PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland StreetAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (82 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Anthony P Monaco
Trustee & University President60.01.0Yes (X)Yes (X)$1,095,391$0$182,580
Daniel J Doherty III
Trustee - Vice Chair - End Date 11/2/20193.00Yes (X)Yes (X)$0$0$0
Jeannie H Diefenderfer
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jeffrey M Moslow
Trustee - End Date 11/2/2019, Trustee - Vice Chair - Start Date 11/2/20193.01.0Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair - End Date 11/02/20193.00Yes (X)Yes (X)$0$0$0
Peter R Dolan
Trustee - Chairman3.00Yes (X)Yes (X)$0$0$0
Ankur A Sahu
Trustee3.00Yes (X)$0$0$0
Betsy Busch
Trustee3.00Yes (X)$0$0$0
Brian J McCarthy
Trustee3.00Yes (X)$0$0$0
Christopher J McKown
Trustee3.00Yes (X)$0$0$0
Cristiana Falcone Sorrell
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
David B Rone
Trustee3.00Yes (X)$0$0$0
Diana V Lopez
Trustee3.00Yes (X)$0$0$0
Diane S Hessan
Trustee3.00Yes (X)$0$0$0
Dina A Al-Tayeb
Trustee3.00Yes (X)$0$0$0
Douglas Rachlin
Trustee3.00Yes (X)$0$0$0
E Michael Fung
Trustee3.00Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.00Yes (X)$0$0$0
Elyse A Newhouse
Trustee3.00Yes (X)$0$0$0
Hugh R Roome III
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
James J Wong
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
Janis A Savin-Williams
Trustee3.00Yes (X)$0$0$0
John H deJong
Trustee3.00Yes (X)$0$0$0
John J Bello
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
John R Ball
Trustee3.00Yes (X)$0$0$0
Jonathan M Pruzan
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Kalahn Taylor-Clark
Trustee3.00Yes (X)$0$0$0
Katherine A Kaplan
Trustee3.00Yes (X)$0$0$0
Kenneth C Fan
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Laurie A Gabriel
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
Lisa S Anderson
Trustee3.00Yes (X)$0$0$0
Lori Roth
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Maria A Oquendo
Trustee3.00Yes (X)$0$0$0
Maria T Madison
Trustee3.00Yes (X)$0$0$0
Mariann A Youniss
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Mark D Goodman
Trustee3.00Yes (X)$0$0$0
Michael A Karsch
Trustee3.00Yes (X)$0$0$0
Michael S Gordon
Trustee3.00Yes (X)$0$0$0
Neal B Shapiro
Trustee3.00Yes (X)$0$0$0
Peter H Kamin
Trustee3.00Yes (X)$0$0$0
Peter M Fasolo
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Rebecca J Neary
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Robert R Gheewalla
Trustee3.00Yes (X)$0$0$0
Sam W Ho
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Steven E Karol
Trustee3.00Yes (X)$0$0$0
Steven M Galbraith
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
Teri C Volpert
Trustee - End Date 11/2/20193.00Yes (X)$0$0$0
Theodore R Tye
Trustee - Start Date 11/2/20193.00Yes (X)$0$0$0
Tina H Surh
Trustee3.00Yes (X)$0$0$0
Barbara Stein
VP Operations40.01.0Yes (X)$315,044$0$71,293
Christopher M Sedore
VP - Information Technology, CIO - Start Date 8/5/201940.00Yes (X)$184,684$0$33,274
Elizabeth Mcclain
Associate Treasurer40.00.3Yes (X)$186,477$0$39,719
Eric C Johnson
VP - University Advancement40.00Yes (X)$478,284$0$78,498
James M Hurley
CFO,VP-Finance & Treasurer - Start Date 1/1/202040.03.0Yes (X)$376,906$0$46,326
Julien C Carter
VP - Human Resources - End Date 8/4/201940.01.0Yes (X)$216,703$0$47,583
Mary R Jeka
VP - University Relations40.00Yes (X)$446,057$0$65,049
Michael A Baenen
See Schedule O for Title40.00Yes (X)$203,309$0$38,558
Michael Rodman
VP Communications & Marketing40.00Yes (X)$247,642$0$37,327
Michael W Howard
Executive VP - Start Date 7/1/201940.01.0Yes (X)$283,445$0$49,592
Nadine Aubry
Provost and Senior Vice President - Start Date 7/1/201940.00Yes (X)$500,992$0$52,020
Paul J Tringale
Secretary of Corporation40.00Yes (X)$169,956$0$105,869
Sara M Judge
VP Development - Start Date 6/23/202040.00Yes (X)$0$0$0
Thomas S McGurty
VP - Finance & Treasurer - End Date 12/31/201940.03.0Yes (X)$422,649$0$81,025
Alastair E Cribb
Dean Cummings School - Start Date 7/15/201940.00$146,697$0$30,401Yes (X)
Daniel Jay
Dean School for Graduate Biomedical Sciences40.00$253,150$0$41,487Yes (X)
Harris A Berman
Dean Medical School - End Date 12/31/201940.00.0$400,290$0$64,886Yes (X)
Huw Thomas
Dean Dental School - End Date 6/30/201940.00$438,330$0$50,783Yes (X)
James M Glaser
Dean Arts & Sciences40.00$373,074$0$64,707Yes (X)
Jianmin Qu
Dean of Engineering40.00$401,119$0$58,366Yes (X)
Joyce S Knoll
Interim Dean Cummings School - End Date 7/14/201940.00$192,189$0$45,086Yes (X)
Nadeem Karimbux
Dean Dental School - Start Date 7/1/201940.00$331,706$0$68,317Yes (X)
Peter W Bates
Dean ad interim Medical School - Start Date 1/1/202040.00$129,769$0$27,513Yes (X)
Constantinos Laskarides
Associate Professor40.00$472,151$0$45,684Yes (X)
Dariush Mozaffarian
Dean Friedman School40.00$428,245$0$65,016Yes (X)
Maria Papageorge
Professor & Chair40.00$495,298$0$57,882Yes (X)
Sally Dungan
Chief Investment Officer - End Date 4/12/202040.05.0$690,889$0$152,250Yes (X)
TRYFAN D EVANS
DIRECTOR OF INVESTMENTS10.040.0$447,231$0$113,207Yes (X)
Deborah T Kochevar
Interim Provost & Sr VP - End Date 6/30/201940.01.0$404,841$0$59,213Yes (X)
Jean E Ayers
Interim VP - Communications & Marketing - End Date 8/27/201840.00$188,631$0$32,576Yes (X)
Linda M Abriola
SEE SCHEDULE O FOR TITLE40.00$310,185$0$67,223Yes (X)
Naomi Rosenberg
DEAN BIOMEDICAL SCIENCES - End Date 6/30/201740.00$108,506$0$8,849Yes (X)
Patricia L Campbell
Executive VP, End Date 5/31/201940.01.0$291,309$0$44,039Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,631,149TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,026,198TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1275IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
CONSIGLI CONSTRUCTION INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$18,157,371
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVENORTH READINGMA018640220CONSTRUCTION$14,552,006
COMMODORE BUILDERS
404 WYMAN STREETWALTHAMMA02451CONSTRUCTION$13,274,920400
C&W FACILITY SERVICES INC
275 Grove St Ste 3-200AuburndaleMA02466CLEANING$12,107,150
Walsh Brothers Inc
210 Commercial StreetBostonMA02109CONSTRUCTION$7,888,513
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K251CntrctRcvdGreaterThan100KCnt
Fundraising$484,735FundraisingAmt
Government Grants$158,806,346GovernmentGrantsAmt
All Other Contributions$145,572,057AllOtherContributionsAmt
Noncash Contributions$9,769,531NoncashContributionsAmt
Total Contributions$304,863,138TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$653,343,706$653,343,706
CLINICAL AND OTHER EDUCATION541900$100,091,748$98,583,746$1,508,002
AUXILLIARY ENTERPRISES900099$7,837,484$6,535,797$1,301,687

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$761,272,938TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,594,673TotalRevenueColumnAmt
Unrelated Business Revenue-$4,146,624UnrelatedBusinessRevenueAmt
Exclusion$17,741,297ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$444,001TotalRevenueColumnAmt
Exclusion$444,001ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,541,862RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,919,633RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$377,771RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$377,771TotalRevenueColumnAmt
Exclusion-$377,771ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,601,234,797SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,562,392,479SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$38,842,318SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,842,318TotalRevenueColumnAmt
Unrelated Business Revenue$697,129UnrelatedBusinessRevenueAmt
Exclusion$38,145,189ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$465,996FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$484,735ContriRptFundraisingEventAmt
Fundraising Direct Expenses$552,464FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$86,468TotalRevenueColumnAmt
Exclusion-$86,468ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,118,552,829TotalRevenueColumnAmt
Related Or Exempt Func Income$758,463,249RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$639,806UnrelatedBusinessRevenueAmt
Exclusion$55,866,248ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$24,704,568TotalAmt
Program Services$24,704,568ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$142,198,439TotalAmt
Program Services$142,198,439ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,377,256TotalAmt
Program Services$5,377,256ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,207,584TotalAmt
Program Services$3,884,725ProgramServicesAmt
Management And General$5,727,391ManagementAndGeneralAmt
Fundraising$595,468FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,335,965TotalAmt
Program Services$922,020ProgramServicesAmt
Management And General$413,945ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$454,063,511TotalAmt
Program Services$377,667,935ProgramServicesAmt
Management And General$61,667,692ManagementAndGeneralAmt
Fundraising$14,727,884FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$33,280,374TotalAmt
Program Services$26,929,084ProgramServicesAmt
Management And General$5,188,420ManagementAndGeneralAmt
Fundraising$1,162,870FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$52,920,023TotalAmt
Program Services$43,315,715ProgramServicesAmt
Management And General$7,251,750ManagementAndGeneralAmt
Fundraising$2,352,558FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$29,583,372TotalAmt
Program Services$23,656,764ProgramServicesAmt
Management And General$4,903,747ManagementAndGeneralAmt
Fundraising$1,022,861FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,891,801TotalAmt
Program Services$2,554,303ProgramServicesAmt
Management And General$2,333,481ManagementAndGeneralAmt
Fundraising$4,017FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$487,200TotalAmt
Management And General$487,200ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$457,136TotalAmt
Management And General$457,136ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,411,352TotalAmt
Fundraising$1,411,352FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,298,731TotalAmt
Management And General$4,298,731ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$46,419,267TotalAmt
Program Services$35,636,544ProgramServicesAmt
Management And General$10,711,455ManagementAndGeneralAmt
Fundraising$71,268FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,334,446TotalAmt
Program Services$1,175,815ProgramServicesAmt
Management And General$127,299ManagementAndGeneralAmt
Fundraising$31,332FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$57,819,397TotalAmt
Program Services$37,091,726ProgramServicesAmt
Management And General$19,799,402ManagementAndGeneralAmt
Fundraising$928,269FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,753,846TotalAmt
Program Services$2,869,760ProgramServicesAmt
Management And General$9,659,332ManagementAndGeneralAmt
Fundraising$224,754FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$760,379TotalAmt
Program Services$760,379ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,107,261TotalAmt
Program Services$46,682,021ProgramServicesAmt
Management And General$1,015,617ManagementAndGeneralAmt
Fundraising$409,623FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,175,785TotalAmt
Program Services$9,747,874ProgramServicesAmt
Management And General$270,442ManagementAndGeneralAmt
Fundraising$157,469FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,810,494TotalAmt
Program Services$3,872,924ProgramServicesAmt
Management And General$1,253,509ManagementAndGeneralAmt
Fundraising$684,061FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$30,788,833TotalAmt
Program Services$29,873,919ProgramServicesAmt
Management And General$649,940ManagementAndGeneralAmt
Fundraising$264,974FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$64,769,755TotalAmt
Program Services$62,845,073ProgramServicesAmt
Management And General$1,367,262ManagementAndGeneralAmt
Fundraising$557,420FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS, PERIODICALS & MEDIA$12,729,023$12,599,066$70,313$59,644
SUBSIDIARY EXPENSE-TVETS$12,186,303$12,186,303
EQUIPMENT PURCHASES$8,369,383$8,268,252$101,131
GOODS AND SERVICES$5,904,051$5,898,290$2,720$3,041

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,385,004TotalAmt
Program Services$3,380,154ProgramServicesAmt
Management And General$4,328ManagementAndGeneralAmt
Fundraising$522FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,086,530,539TotalAmt
Program Services$924,098,909ProgramServicesAmt
Management And General$137,762,243ManagementAndGeneralAmt
Fundraising$24,669,387FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,492,664BOYAmt
EOY$42,936,372EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$109,670,444BOYAmt
EOY$106,252,925EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,137,569BOYAmt
EOY$21,179,992EOYAmt

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$44,060,800BOYAmt
EOY$43,079,468EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,142,467BOYAmt
EOY$1,695,198EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,720,572BOYAmt
EOY$3,944,224EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,028,874,330LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$893,773,962LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,104,535,774BOYAmt
EOY$1,135,100,368EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$546,585,734BOYAmt
EOY$617,437,285EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,765,983,550BOYAmt
EOY$1,686,851,442EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$31,461,185BOYAmt
EOY$23,838,530EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$96,068,866BOYAmt
EOY$81,019,261EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,756,859,625BOYAmt
EOY$3,763,335,065EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$188,223,397BOYAmt
EOY$168,836,167EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$51,030,493BOYAmt
EOY$53,090,016EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$748,279,252BOYAmt
EOY$735,035,536EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,031,399BOYAmt
EOY$4,189,080EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,638,610BOYAmt
EOY$109,782,911EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,084,203,151BOYAmt
EOY$1,070,933,710EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,341,595,254BOYAmt
EOY$1,322,472,313EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,331,061,220BOYAmt
EOY$1,369,929,042EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,672,656,474BOYAmt
EOY$2,692,401,355EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,756,859,625BOYAmt
EOY$3,763,335,065EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$32,022,290ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,837,502NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$25,114,911OtherChangesInNetAssetsAmt
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$260,031,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,578,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$266,524,449CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,631,004CurrentTaxYearMinus1YearAmt
Current Tax Year$304,378,403CurrentTaxYearAmt
Total$1,464,143,502TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$260,031,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,578,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$266,524,449CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,631,004CurrentTaxYearMinus1YearAmt
Current Tax Year$304,378,403CurrentTaxYearAmt
Total$1,464,143,502TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,464,143,502PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,145,285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,006,835CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,553,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,609,307CurrentTaxYearMinus1YearAmt
Current Tax Year$15,580,535CurrentTaxYearAmt
Total$72,895,187TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,537,038,689TotalSupportAmt
Gross Receipts Rltd Activities$2,701,427,542GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9526PublicSupportCY170Pct
Public Support PY1700.9537PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$457,136FilingOrganizationsTotalAmt
Affiliated Group Total$457,136AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$457,136FilingOrganizationsTotalAmt
Affiliated Group Total$457,136AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,061,404,016FilingOrganizationsTotalAmt
Affiliated Group Total$1,108,257,685AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,061,861,152FilingOrganizationsTotalAmt
Affiliated Group Total$1,108,714,821AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$552,156CurrentYearMinus3Amt
Current Year Minus2$536,814CurrentYearMinus2Amt
Current Year Minus1$550,424CurrentYearMinus1Amt
Current Year$457,136CurrentYearAmt
Total$2,096,530TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$204,626RevenuesIncludedAmt
Assets Included$5,947,475AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,909,607,240BeginningYearBalanceAmt
Contributions$35,369,988ContributionsAmt
Investment Earnings Or Losses$50,424,668InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,458,128GrantsOrScholarshipsAmt
Other Expenditures$27,259,879OtherExpendituresAmt
Administrative Expenses$6,410,117AdministrativeExpensesAmt
End Year Balance$1,937,273,772EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,893,035,025BeginningYearBalanceAmt
Contributions$32,989,320ContributionsAmt
Investment Earnings Or Losses$60,497,350InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,462,024GrantsOrScholarshipsAmt
Other Expenditures$47,856,371OtherExpendituresAmt
Administrative Expenses$5,596,060AdministrativeExpensesAmt
End Year Balance$1,909,607,240EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,774,579,213BeginningYearBalanceAmt
Contributions$30,995,244ContributionsAmt
Investment Earnings Or Losses$164,783,768InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,224,991GrantsOrScholarshipsAmt
Other Expenditures$48,773,468OtherExpendituresAmt
Administrative Expenses$5,324,741AdministrativeExpensesAmt
End Year Balance$1,893,035,025EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,593,241,500BeginningYearBalanceAmt
Contributions$51,997,700ContributionsAmt
Investment Earnings Or Losses$224,381,646InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,501,160GrantsOrScholarshipsAmt
Other Expenditures$65,273,324OtherExpendituresAmt
Administrative Expenses$5,267,149AdministrativeExpensesAmt
End Year Balance$1,774,579,213EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,622,017,188BeginningYearBalanceAmt
Contributions$26,019,248ContributionsAmt
Investment Earnings Or Losses-$18,477,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,620,349GrantsOrScholarshipsAmt
Other Expenditures$9,664,425OtherExpendituresAmt
Administrative Expenses$6,033,123AdministrativeExpensesAmt
End Year Balance$1,593,241,500EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.401BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.393PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.206TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,803,681OtherCostOrOtherBasisAmt
Book Value$75,803,681BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,708,667,854OtherCostOrOtherBasisAmt
Depreciation$746,543,834DepreciationAmt
Book Value$962,124,020BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$244,402,795OtherCostOrOtherBasisAmt
Depreciation$147,230,128DepreciationAmt
Book Value$97,172,667BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,135,100,368TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$439,854,623BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investments$10,150,209F
Common Trust Equity Index Funds$435,284,385F
Private Equities$522,938,030F
Real Estate$123,503,002F
Funds Held Under Bond Agreements$11,399F
Natural Resources$103,408,377F
Non-Marketable Credit$51,701,417F
FieldValueIRS element (for citing)
Total Book Value Securities$1,686,851,442TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Interest Rate Agreements$91,232,763
Government Advances$18,550,148
FieldValueIRS element (for citing)
Total Liability$109,782,911TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,002,540,578TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,837,502NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$130,171,951OtherRevenueAmt
Revenue Not Reported-$117,334,449RevenueNotReportedAmt
Revenue Subtotal$1,119,875,027RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,322,198OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,322,198RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,118,552,829TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$982,795,697TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$42,447,925OtherExpensesIncludedAmt
Expenses Not Reported$42,447,925ExpensesNotReportedAmt
Expenses Subtotal$940,347,772ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$146,182,767OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$146,182,767ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,086,530,539TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE ART COLLECTIONS AT THE UNIVERSITY ENTAIL PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT INTO USE WITHIN THE ORGANIZATIONS INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE TRUSTEES OF TUFTS COLLEGE HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteUS GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 2020, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Consolidated entities revenue - 15454390 Change in split interest agreement - -745904 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc. - -349060
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental expense netted with rental income - -2421125 Inter-departmental requisition revenue - 1651390 Fundraising expense netted with Fundraising income - -552463
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental expense netted with rental income - 1919633 Inter-departmental requisition revenue - 501491 Consolidated entities expenses - 16364650 Cumulative effect of account change SFAS 158 - 793889 Change in fair value of interest rate agreements - 22315799 Fundraising expense netted with fundraising income - 552463
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsConsolidated entities expenses - 1651390 Tuition discount - XXX-XX-XXXX

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
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 3 RACIALLY NONDISCRIMINATORY POLICYTHE TRUSTEES OF TUFTS COLLEGE (THE "UNIVERSITY") IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES AND STRIVES TO BUILD A COMMUNITY WHERE ALL PROSPECTIVE AND CURRENT STUDENTS, FACULTY AND STAFF RESPECT THE RIGHTS OF OTHERS. AS SUCH THE UNIVERSITY MAINTAINS NONDISCRIMINATORY POLICIES AND PROCEDURES WHICH HAVE BEEN LOCATED ON OUR OFFICE OF EQUAL OPPORTUNITY (OEO) INTERNET LANDING PAGE https://oeo.tufts.edu/policies-procedures/non-discrimination-statement/ WHICH PROVIDES A NONDISCRIMINATION STATEMENT WITH INSIGHTS ABOUT TUFTS NONDISCRIMINATORY CULTURE. THIS INFORMATION IS ALSO ACCESSABLE, VIA THE UNIVERSITY INTERNET HOMEPAGE, https://www.tufts.edu/. GIVEN THE RECENT IRS CHANGES AND MODIFICATIONS TO IRS REVENUE PROCEDURE 75-50, 1975-2 C.B.587, TO MAINTAIN AND MEET THE PUBLICITY REQUIREMENTS OF OUR RACIALLY NONDISCRIMINATORY POLICY USING TECHNOLOGY ADVANCES AND PURSUANT TO IRS REV. PROC. 2019-22, I.R.B. 1260, THE UNIVERSITY HAS MADE CURRENT ENHANCEMENTS TO ITS INTERNET HOMEPAGE TO DISCLOSE AN EQUAL OPPORTUNITY AND NONDISCRIMINATION STATEMENT FOR ALL VISITORS TO VIEW JUST BY SCROLLING ON THE MAIN HOMEPAGE. THESE UPDATES TO THE HOMEPAGE ALIGN WITH SECTION 4.03 OF IRS REV. PROC. 2019-22.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTRUSTEES OF TUFTS COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM MANY GOVERNMENT AGENCIES. DURING THE FISCAL YEAR, ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS; PELL GRANTS; SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS; FEDERAL WORK STUDY FUNDS AND CARES ACT FUNDING. ADDITIONALLY, STUDENTS CURRENTLY ENROLLED AT THE UNIVERSITY ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS AWARDS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA, NASA AND THE CARES ACT. ALSO, DURING THE PANDEMIC, AS PART OF THE CARES ACT LEGISLATION, FEDERAL FUNDING HAS BEEN MADE AVAILABLE TO SUPPORT OUR MOST NEEDIEST STUDENTS WITH EMERGENCY SUPPORT AS WELL AS FOR THE UNIVERSITY, FOR UNEXPECTED EXPENSES RELATED TO THE DISRUPTION OF CAMPUS CLOSURES CAUSED BY COVID-19.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)56Program ServicesStudy-Abroad Education Program$3,950,011
East Asia and the Pacific32Program ServicesStudy-Abroad Education Program$322,114
South America11Program ServicesStudy-Abroad Education Program$231,088
Sub-Saharan Africa11Program ServicesStudy-Abroad Education Program$197,040
Central America and the Caribbean00Grantmaking$27,765
East Asia and the Pacific00Grantmaking$690,881
Europe (Including Iceland and Greenland)00Grantmaking$1,710,306
Middle East and North Africa00Grantmaking$224,810
North America (Canada & Mexico only)00Grantmaking$68,068
Russia and Neighboring States00Grantmaking$224,028
South America00Grantmaking$190,842
South Asia00Grantmaking$517,710
Sub-Saharan Africa00Grantmaking$1,722,845
Central America and the Caribbean00Investments$472,846,000
Europe (Including Iceland and Greenland)00Investments$95,495,000
North America (Canada & Mexico only)00Investments$11,523,000
Sub-Saharan Africa00Investments$2,341,000
Central America and the Caribbean00Program ServicesTravel for Mission Related Activities$65,010
East Asia and the Pacific00Program ServicesTravel for Mission Related Activities$89,859
Europe (Including Iceland and Greenland)00Program ServicesTravel for Mission Related Activities$400,886
Middle East and North Africa00Program ServicesTravel for Mission Related Activities$17,114
North America (Canada & Mexico only)00Program ServicesTravel for Mission Related Activities$47,519
Russia and Neighboring States00Program ServicesTravel for Mission Related Activities$17,508
South America00Program ServicesTravel for Mission Related Activities$22,934
South Asia00Program ServicesTravel for Mission Related Activities$34,150
Sub-Saharan Africa00Program ServicesTravel for Mission Related Activities$165,972
East Asia and the Pacific00Fundraising$289
Europe (Including Iceland and Greenland)00Fundraising$2,689
Middle East and North Africa00Fundraising$308
North America (Canada & Mexico only)00Fundraising$672
South America00Fundraising$198
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Subtotal Spent$589,941,508SubtotalSpentAmt
Continuation Spent$3,206,108ContinuationSpentAmt
Total Spent$593,147,616TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (29 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaSubcontract Research Grant$91,634Wire
Sub-Saharan AfricaSubcontract Research Grant$61,788Wire
South AsiaSubcontract Research Grant$24,991Wire
Sub-Saharan AfricaSubcontract Research Grant$15,142Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$35,370Check
North America (Canada & Mexico only)Subcontract Research Grant$25,355Check
Europe (Including Iceland and Greenland)Subcontract Research Grant$378,781Check
Europe (Including Iceland and Greenland)Subcontract Research Grant$441,372Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$12,623Wire
Middle East and North AfricaSubcontract Research Grant$5,461Check
East Asia and the PacificSubcontract Research Grant$156,856Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$37,080Check
East Asia and the PacificSubcontract Research Grant$201,063Wire
Sub-Saharan AfricaSubcontract Research Grant$45,198Wire
Sub-Saharan AfricaSubcontract Research Grant$99,974Wire
East Asia and the PacificSubcontract Research Grant$44,269Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$58,063Wire
South AsiaSubcontract Research Grant$11,344Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$20,000Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$19,164Wire
Sub-Saharan AfricaSubcontract Research Grant$144,245Wire
Russia and Neighboring StatesSubcontract Research Grant$19,110Wire
East Asia and the PacificSubcontract Research Grant$37,484Wire
East Asia and the PacificSubcontract Research Grant$80,538Wire
Sub-Saharan AfricaSubcontract Research Grant$275,862Wire
Middle East and North AfricaSubcontract Research Grant$107,441Wire, Check
East Asia and the PacificSubcontract Research Grant$55,000Wire
East Asia and the PacificSubcontract Research Grant$12,375Wire
Sub-Saharan AfricaSubcontract Research Grant$29,198Wire
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (34 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FellowshipsCentral America and the Caribbean2$4,928Electronic Funds Transfer
FellowshipsEast Asia and the Pacific16$76,154Check, Electronic Funds Transfer
FellowshipsEurope (Including Iceland and Greenland)13$78,467Electronic Funds Transfer
FellowshipsMiddle East and North Africa8$40,619Electronic Funds Transfer
FellowshipsNorth America (Canada & Mexico only)5$26,087Electronic Funds Transfer
FellowshipsRussia and Neighboring States2$25,517Electronic Funds Transfer
FellowshipsSouth America3$8,611Electronic Funds Transfer
FellowshipsSouth Asia16$87,533Electronic Funds Transfer
FellowshipsSub-Saharan Africa10$36,445Electronic Funds Transfer
International Program AdvancesSub-Saharan Africa2$71,544Wire, Electronic Funds Transfer
ScholarshipsCentral America and the Caribbean3$22,730Check, Electronic Funds Transfer
ScholarshipsEast Asia and the Pacific24$88,837Check, Electronic Funds Transfer
ScholarshipsEurope (Including Iceland and Greenland)38$497,106Check, Electronic Funds Transfer
ScholarshipsMiddle East and North Africa4$19,190Check, Electronic Funds Transfer
ScholarshipsNorth America (Canada & Mexico only)2$14,586Check, Electronic Funds Transfer
ScholarshipsRussia and Neighboring States4$63,312Check, Electronic Funds Transfer
ScholarshipsSouth America19$181,931Check, Electronic Funds Transfer
ScholarshipsSouth Asia29$252,377Check, Electronic Funds Transfer
ScholarshipsSub-Saharan Africa48$696,289Check, Electronic Funds Transfer
Student PrizesCentral America and the Caribbean1$107Check, Electronic Funds Transfer
Student PrizesEast Asia and the Pacific13$8,300Check, Electronic Funds Transfer
Student PrizesEurope (Including Iceland and Greenland)3$280Electronic Funds Transfer
Student PrizesMiddle East and North Africa2$1,200Electronic Funds Transfer
Student PrizesSouth America2$300Electronic Funds Transfer
Student PrizesSouth Asia9$4,316Check, Electronic Funds Transfer
Student PrizesSub-Saharan Africa7$3,537Electronic Funds Transfer
Student StipendsEast Asia and the Pacific2$200Electronic Funds Transfer
Student StipendsSouth Asia3$5,181Electronic Funds Transfer
Student StipendsSub-Saharan Africa15$31,675Wire
Subcontract Research GrantsEurope (Including Iceland and Greenland)2$93,237Wire
Subcontract Research GrantsMiddle East and North Africa1$50,900Wire
Subcontract Research GrantsRussia and Neighboring States2$116,089Wire
Subcontract Research GrantsSouth Asia1$38,268Wire
Subcontract Research GrantsSub-Saharan Africa4$120,313Wire
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsDUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSDUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED.

Schedule G IRS990ScheduleG

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

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO NOEL LEVITZ LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 KIRKWOOD NORTH ROAD SWAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52404ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUND VENDORActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$630,776GrossReceiptsAmt
Retained By Contractor$512,191RetainedByContractorAmt
Net To Organization$118,585NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$630,776TotalGrossReceiptsAmt
Total Retained By Contractors$512,191TotalRetainedByContractorsAmt
Total Net To Organization$118,585TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SMFA ART SALEEvent1Nm
Gross Receipts Event1$950,731GrossReceiptsEvent1Amt
Charitable Contri Event1$484,735CharitableContriEvent1Amt
Gross Revenue Event1$465,996GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,077RentFacilityCostsEvent1Amt
Food And Beverage Event1$20,267FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$531,120OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$950,731GrossReceiptsTotalAmt
Charitable Contributions Tot$484,735CharitableContributionsTotAmt
Gross Revenue Total Events$465,996GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$1,077RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,267FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$531,120OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$552,464DirectExpenseSummaryEventsAmt
Net Income Summary-$86,468NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (139 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmt
33Sigma Learning Labs
22 College AveArlingtonMA02474471956657501(C)(3)$34,899SUBCONTRACT GRANT AWARD
American Institute for Research In the Behavioral Sciences
1400 Crystal Drive 10th FloorArlingtonVA222023289250965219501(C)(3)$109,004SUBCONTRACT GRANT AWARD
AnLar LLC
1560 Wilson Blvd Ste 250ArlingtonVA222092453462794792FOR PROFIT$39,313SUBCONTRACT GRANT AWARD
Arizona State Univ
PO Box 876011TempeAZ852876011860196696501(C)(3)$300,046SUBCONTRACT GRANT AWARD
Auburn University
208 M White Smith HallAuburnAL368495110270307838501(C)(3)$95,253SUBCONTRACT GRANT AWARD-$1
Battelle Pacific Northwest Division
PO Box 84391SeattleWA981245691314379427501(C)(3)$60,682SUBCONTRACT GRANT AWARD
Baylor College of Medicine
PO Box 301207DallasTX75303741613878501(C)(3)$7,810SUBCONTRACT GRANT AWARD
Baystate Medical Center
2 Morrissey BlvdDorchesterMA02241042790311501(C)(3)$141,015SUBCONTRACT GRANT AWARD
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501(C)(3)$205,714SUBCONTRACT GRANT AWARD
Boston CollegeTrustees of
140 Commonwealth AveChestnut HillMA02467042103545501(C)(3)$79,235SUBCONTRACT GRANT AWARD
Boston Medical Center
660 Harrison AveBostonMA02118043314093501(C)(3)$7,088SUBCONTRACT GRANT AWARD
Boston University
Grants Receivables PO Box 28763New YorkNY100878763042103547501(C)(3)$155,325SUBCONTRACT GRANT AWARD
Brandeis University
415 South St MS 110WalthamMA024549110042103552501(C)(3)$41,961SUBCONTRACT GRANT AWARD
Bridgewater State University
Fiscal Affairs Rm 109 131 Summer StBridgewaterMA02325043010428501(C)(3)$11,378SUBCONTRACT GRANT AWARD
Brigham & Women's Hospital
BWH - Research FinanceBostonMA022413887042312909501(C)(3)$338,949SUBCONTRACT GRANT AWARD
Broad Institute IncThe
415 Main StCambridgeMA02142263428781501(C)(3)$56,604SUBCONTRACT GRANT AWARD
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC200362103530196577501(C)(3)$12,356SUBCONTRACT GRANT AWARD
Brown University
Business Service Center Box 1997ProvidenceRI02912050258809501(C)(3)$298,916SUBCONTRACT GRANT AWARD
Child Trends Inc
7315 Wisconsin Ave Ste 1200WBethesdaMD208143666132982969501(C)(3)$43,154SUBCONTRACT GRANT AWARD
Children's Hospital Boston
PO Box 414413BostonMA022414413042774441501(C)(3)$168,378SUBCONTRACT GRANT AWARD
Chinese Progressive Association Inc
28 Ash StBostonMA021111517042631569501(C)(3)$21,833SUBCONTRACT GRANT AWARD
Cleveland Clinic FoundationThe
PO Box 931562ClevelandOH441935012340714585501(C)(3)$723,898SUBCONTRACT GRANT AWARD
ClimateWorks Foundation
235 Montgomery St Ste 1300San FranciscoCA941043123262303250501(C)(3)$21,231SUBCONTRACT GRANT AWARD
College of William and Mary
Bursars Office PO Box 8795WilliamsburgVA231878795540734117501(C)(3)$104,011SUBCONTRACT GRANT AWARD
Colorado State University
2002 Campus DeliveryFort CollinsCO805232002846000545501(C)(3)$250,632SUBCONTRACT GRANT AWARD
Columbia UniversityTrustees of
Sponsored Projects FinanceNew YorkNY100879789135598093501(C)(3)$78,749SUBCONTRACT GRANT AWARD
ConvergeOne Systems Integration Inc
PO Box 207480DallasTX753207480331009098FOR PROFIT$62,264SUBCONTRACT GRANT AWARD
Cornell University
PO Box 22IthacaNY148510022150532082501(C)(3)$112,624SUBCONTRACT GRANT AWARD
Dartmouth College
11 Rope Ferry Rd 6210HanoverNH037551404020222111501(C)(3)$98,233SUBCONTRACT GRANT AWARD
Dimagi Inc
585 Massachusetts Ave Ste 4CambridgeMA02139830343298FOR PROFIT$45,312SUBCONTRACT GRANT AWARD
Dudley Street Neighborhood Initiative
550 Dudley StRoxburyMA02119042859066501(C)(3)$31,156SUBCONTRACT GRANT AWARD
FHI Solutions
1825 Connecticut Ave NW Ste 680WashingtonDC200095724452462813FOR PROFIT$16,971SUBCONTRACT GRANT AWARD
Fox Chase Cancer Center
333 Cottman Ave C227PhiladelphiaPA19111232003072501(C)(3)$85,076SUBCONTRACT GRANT AWARD
Fuller Theological Seminary
180 N Oakland AvePasadenaCA91101951699394501(C)(3)$54,133SUBCONTRACT GRANT AWARD
Geneva FoundationThe
PO Box 84212SeattleWA981245512911593913501(C)(3)$37,866SUBCONTRACT GRANT AWARD
George Washington UniversityThe
GCAS PO Box 829896PhiladelphiaPA191829896530196584501(C)(3)$51,113SUBCONTRACT GRANT AWARD
Georgia Tech Research Corp
PO Box 100117AtlantaGA30384580603146501(C)(3)$192,592SUBCONTRACT GRANT AWARD
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$112,011SUBCONTRACT GRANT AWARD
Harvard University
PO Box 415649BostonMA022415649042103580501(C)(3)$450,043SUBCONTRACT GRANT AWARD
Heifer International
1 World AveLittle RockAR72202351019477501(C)(3)$31,912SUBCONTRACT GRANT AWARD
Helen Keller International Inc
352 Park Ave South Ste 1200New YorkNY10010135562162501(C)(3)$77,566SUBCONTRACT GRANT AWARD
International Food Policy Research Inst
1201 Eye St NWWashingtonDC20005521041632501(C)(3)$188,930SUBCONTRACT GRANT AWARD
Jackson Lab
PO Box 90260ChicagoIL606960260010211513501(C)(3)$22,431SUBCONTRACT GRANT AWARD
Johns Hopkins University
Central LockboxChicagoIL60693520595110501(C)(3)$694,503SUBCONTRACT GRANT AWARD
KUMC Research Institute Inc
3901 Rainbow Blvd Mail-Stop 1039Kansas CityKS66160481108830501(C)(3)$43,579SUBCONTRACT GRANT AWARD
Lahey Hospital & Medical Center
Research Administration 41 Mall RdBurlingtonMA01805042704686501(C)(3)$15,128SUBCONTRACT GRANT AWARD
Lawyers Committee For Civil Rights Under
1500 K St NW Ste 900WashingtonDC200051205520799246501(C)(3)$10,725SUBCONTRACT GRANT AWARD
Los Angeles Biomedical Research Institute
1124 W Carson St Bldg J-3TorranceCA90502952138184501(C)(3)$51,618SUBCONTRACT GRANT AWARD
Maine Medical Center
One Riverfront PlazaScarboroughME04074010238552501(C)(3)$419,211SUBCONTRACT GRANT AWARD
Maine Organic Farmers & Gardeners Assoc
PO Box 170UnityME04988016048322501(C)(3)$8,221SUBCONTRACT GRANT AWARD
Mass Eye and Ear Infirmary
MEEI Research Bank of America NABostonMA022412356042103591501(C)(3)$8,815SUBCONTRACT GRANT AWARD
Mass General Hospital
Research FinanceBostonMA022413829042697983501(C)(3)$327,752SUBCONTRACT GRANT AWARD
Mass Institute of Technology
NE49-3077 77 Massachusetts AveCambridgeMA02139042103594501(C)(3)$1,453,573SUBCONTRACT GRANT AWARD
MDI Biological Laboratory
PO Box 35Salisbury CoveME04672010202467501(C)(3)$49,025SUBCONTRACT GRANT AWARD
Medical College of Wisconsin
Accounts Receivable PO Box 26509MilwaukeeWI532260509390806261501(C)(3)$250,745SUBCONTRACT GRANT AWARD
Metropolitan Area Planning Council
60 Temple Place Ste 600BostonMA02111042472296501(C)(3)$21,692SUBCONTRACT GRANT AWARD
MGH Institute of Health ProfessionThe
399 Revolution Dr 7th Fl Ste 745SomervilleMA021451444042868893501(C)(3)$63,930SUBCONTRACT GRANT AWARD
Montana State University
PO Box 172470BozemanMT597172470816010045501(C)(3)$15,332SUBCONTRACT GRANT AWARD
Museum of Science
Science ParkBostonMA021141099042103916501(C)(3)$40,739SUBCONTRACT GRANT AWARD
Natl Kidney Foundation Inc
30 E 33rd StNew YorkNY10016131673104501(C)(3)$9,924SUBCONTRACT GRANT AWARD
New York Academy of Medicine
1216 Fifth AveNew YorkNY10029131656674501(C)(3)$25,105SUBCONTRACT GRANT AWARD
New York Medical College
40 Sunshine Cottage RdValhallaNY10595131099420501(C)(3)$34,746SUBCONTRACT GRANT AWARD
New York Road Runners Inc
156 W 56th StNew YorkNY10019132949483501(C)(3)$7,627SUBCONTRACT GRANT AWARD
New York University
105 E 17th StNew YorkNY10003135562308501(C)(3)$46,487SUBCONTRACT GRANT AWARD
Northeastern University
Research Finance 360 Huntington AveBostonMA02115041679980501(C)(3)$427,845SUBCONTRACT GRANT AWARD
Northwestern University
Research Sponsored ProgramsEvanstonIL602081112362167817501(C)(3)$107,012SUBCONTRACT GRANT AWARD
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140936001786501(C)(3)$67,938SUBCONTRACT GRANT AWARD
Parlance Corp
400 W Cummings Pk Ste 200WoburnMA01801043334185FOR PROFIT$40,740SUBCONTRACT GRANT AWARD
Pine Manor College
400 Heath StChestnut HillMA024672332042321292501(C)(3)$30,371SUBCONTRACT GRANT AWARD
Princeton University
701 Carnegie CenterPrincetonNJ08540210634501501(C)(3)$16,210SUBCONTRACT GRANT AWARD
Purdue University
23510 Network PlChicagoIL606731235356002041501(C)(3)$137,636SUBCONTRACT GRANT AWARD
RAND Corporation
1776 Main St PO Box 2138Santa MonicaCA904072138951958142501(C)(3)$76,715SUBCONTRACT GRANT AWARD
Regents of the University of Minnesota
NW 5957 PO Box 1450MinneapolisMN554855957416007513501(C)(3)$87,909SUBCONTRACT GRANT AWARD
Rensselaer Polytechnic Institute
110 8th St Proctors BldgTroyNY121803590141340095501(C)(3)$383,408SUBCONTRACT GRANT AWARD
Research Fndn for the State Univ of NY
PO Box 9AlbanyNY122010009141368361501(C)(3)$25,000SUBCONTRACT GRANT AWARD
Research Foundation of City of New York
230 West 41st St 7th FlNew YorkNY10036131988190501(C)(3)$24,452SUBCONTRACT GRANT AWARD
Research Triangle Institute
Post Office Box 900002RaleighNC276759000560686338501(C)(3)$16,749SUBCONTRACT GRANT AWARD
Rogue Farm Corps
PO Box 533AshlandOR97520030529330501(C)(3)$5,775SUBCONTRACT GRANT AWARD
Rowan University
201 Mullica Hill RdGlassboroNJ08028222764819501(C)(3)$12,669SUBCONTRACT GRANT AWARD
Rush University
1700 West Van Buren StChicagoIL606123833362174823501(C)(3)$349,498SUBCONTRACT GRANT AWARD
Rutgers The State University of NJ
33 Knightsbridge RoadPiscatawayNJ088543925226001086501(C)(3)$42,198SUBCONTRACT GRANT AWARD
Schepens Eye Research Institute Inc
PO Box 412360BostonMA022412360042129889501(C)(3)$57,318SUBCONTRACT GRANT AWARD
Smith College
204 College HallNorthamptonMA01063041843040501(C)(3)$49,738SUBCONTRACT GRANT AWARD
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501(C)(3)$38,592SUBCONTRACT GRANT AWARD
Somerville City of
93 Highland AveSomervilleMA02143046001414Gov't$36,766SUBCONTRACT GRANT AWARD
Stanford University
PO Box 44253San FranciscoCA941444253941156365501(C)(3)$173,617SUBCONTRACT GRANT AWARD
Telcom Billing & Management Solutions LL
1600 Boston-Providence HwyWalpoleMA02081593828470FOR PROFIT$22,800SUBCONTRACT GRANT AWARD
Telserv LLC
7 Progress DrCromwellCT064161035043640256FOR PROFIT$6,250SUBCONTRACT GRANT AWARD
Texas A&M Health Science Center COM
400 Harvey Mitchell PkwyCollege StationTX778454375311702109501(C)(3)$265,381SUBCONTRACT GRANT AWARD
Tides Center
1012 Torney AveSan FranciscoCA94129943213100501(C)(3)$71,732SUBCONTRACT GRANT AWARD
Translational Genomics Research Institut
445 N 5th St Ste 600PhoenixAZ85004753065445501(C)(3)$151,814SUBCONTRACT GRANT AWARD
Tufts Medical Center
750 Washington St Box 817BostonMA02111043400617501(C)(3)$8,855,137SUBCONTRACT GRANT AWARD
Tulane University
1555 Poydras St Ste 805New OrleansLA70112237113317501(C)(3)$17,861SUBCONTRACT GRANT AWARD
Turnaround for Children inc
25 W 45th St 6FLNew YorkNY100364902061495529501(C)(3)$323,152SUBCONTRACT GRANT AWARD
Tuskegee University
1200 W Montgomery RdTuskegeeAL36088630288878501(C)(3)$5,342SUBCONTRACT GRANT AWARD
Univ of Arkansas
Treasurers Office PO Box 1404FayettevilleAR727021404716056774501(C)(3)$20,072SUBCONTRACT GRANT AWARD
Univ of California Davis
University of CaliforniaWest SacramentoCA957989062946036494501(C)(3)$61,377SUBCONTRACT GRANT AWARD
Univ of CaliforniaRegents of the
2195 Hearst Ave MCBerkeleyCA947201103946002123501(C)(3)$123,314SUBCONTRACT GRANT AWARD
Univ of Georgia Research Foundation Inc
310 E Campus RdAthensGA30602581353149501(C)(3)$136,697SUBCONTRACT GRANT AWARD
Univ of North Carolina at Chapel Hill
Office of Sponsored ResearchAtlantaGA303842420566001393501(C)(3)$209,723SUBCONTRACT GRANT AWARD
University of California Regents
CASFS 1156 High StSanta CruzCA95064956006145501(C)(3)$9,016SUBCONTRACT GRANT AWARD
University of California San Diego
9500 Gilman Dr MC 0009La JollaCA920930009956006144501(C)(3)$145,453SUBCONTRACT GRANT AWARD
University of Cape Town
509 Madison AveNew YorkNY100225501133202349501(C)(3)$22,883SUBCONTRACT GRANT AWARD
University of Connecticut
Vice President for ResearchStorrsCT062691133060772160501(C)(3)$13,064SUBCONTRACT GRANT AWARD
University of Connecticut Health Center
263 Farmington AveFarmingtonCT06030521725543501(C)(3)$22,949SUBCONTRACT GRANT AWARD
University of Florida
PO Box 113001GainesvilleFL32611596002052501(C)(3)$13,844SUBCONTRACT GRANT AWARD
University of Georgia
UGA Research Foundation IncAthensGA30602586001998501(C)(3)$546,725SUBCONTRACT GRANT AWARD
University of Houston
Treasurers Office PO Box 988HoustonTX770010988746041411501(C)(3)$149,969SUBCONTRACT GRANT AWARD
University of Idaho
875 Perimeter DrMoscowID838443020826000945501(C)(3)$62,546SUBCONTRACT GRANT AWARD
University of Illinois
Grants Contracts 28395 Network PlChicagoIL606731283376000511501(C)(3)$21,248SUBCONTRACT GRANT AWARD
University of Maryland
220 Arch StBaltimoreMD21201311678679501(C)(3)$262,096SUBCONTRACT GRANT AWARD
University of Massachusetts
UMass BostonBostonMA021253300043167352501(C)(3)$168,307SUBCONTRACT GRANT AWARD
University of Miami
PO Box 405803AtlantaGA303845803590624458501(C)(3)$44,437SUBCONTRACT GRANT AWARD
University of MichiganRegents of the
Box 223131PittsburghPA152512131386006309501(C)(3)$121,797SUBCONTRACT GRANT AWARD
University of Missouri
PO Box 807012Kansas CityMO641807012436003859501(C)(3)$61,972SUBCONTRACT GRANT AWARD
University of Northern Iowa
Office of Business OperationsCedar FallsIA506140008426004333501(C)(3)$44,411SUBCONTRACT GRANT AWARD
University of PennsylvaniaTrustees
PO Box 785541PhiladelphiaPA191785541231352685501(C)(3)$56,076SUBCONTRACT GRANT AWARD
University of Pittsburgh
500 Ross St 154-0455PittsburghPA152620001250965591501(C)(3)$88,826SUBCONTRACT GRANT AWARD
University of Tennessee
210 Student ServicesKnoxvilleTN379960105626047697501(C)(3)$6,795SUBCONTRACT GRANT AWARD
University of Texas
Financial Administrative SupportDallasTX753031418741761309501(C)(3)$42,706SUBCONTRACT GRANT AWARD
University of Texas at Austin
PO Box 7159AustinTX787137159746000203501(C)(3)$45,953SUBCONTRACT GRANT AWARD
University of TexasEl Paso
500 W University AveEl PasoTX799680697741587488501(C)(3)$11,748SUBCONTRACT GRANT AWARD
University of Utah
201 S Presidents CirSalt Lake CityUT841129020876000525501(C)(3)$57,500SUBCONTRACT GRANT AWARD
University of Vermont
Sponsored Project AdministrationBurlingtonVT054050160030179440501(C)(3)$78,923SUBCONTRACT GRANT AWARD
University of Virginia
PO Box 400195CharlottesvilleVA229044195546001796501(C)(3)$31,255SUBCONTRACT GRANT AWARD
University of Washington
12455 Collections DrChicagoIL60693916001537501(C)(3)$245,740SUBCONTRACT GRANT AWARD
University of Wisconsin
Office For ResearchMilwaukeeWI532780538396006492501(C)(3)$299,771SUBCONTRACT GRANT AWARD
US Dept of Agriculture
USDA NFC FMMI COD CollectionsSt LouisMO631799000410696271501(C)(3)$20,785SUBCONTRACT GRANT AWARD
Vanderbilt University
PO Box 401591NashvilleTN372401591620476822501(C)(3)$70,843SUBCONTRACT GRANT AWARD
Vaxess Technologies Inc
790 Memorial DrCambridgeMA021394648460612554FOR PROFIT$60,276SUBCONTRACT GRANT AWARD
Vilicus Farms
23856 Rd 265 NHavreMT59501293783106FOR PROFIT$10,010SUBCONTRACT GRANT AWARD
Wake Forest University Health Sciences
Medical Center BlvdWinstonSalemNC27157223849199501(C)(3)$196,620SUBCONTRACT GRANT AWARD
Washington State University
PO Box 641025PullmanWA991641025916001108501(C)(3)$134,723SUBCONTRACT GRANT AWARD
Washington University
700 Rosedale Ave CB1034St LouisMO631121408430653611501(C)(3)$135,408SUBCONTRACT GRANT AWARD
Weill Medical College of Cornell Univ
575 Lexington AveNew YorkNY10022136094042501(C)(3)$5,615SUBCONTRACT GRANT AWARD
Wellesley College
106 Central StWellesleyMA021818203042103637501(C)(3)$61,842SUBCONTRACT GRANT AWARD
Winrock International
2101 Riverfront DrLittle RockAR722021748710603560501(C)(3)$14,687SUBCONTRACT GRANT AWARD
Women & Infants Hospital of Rhode Island
350 Duncan DrProvidenceRI02906050258937501(C)(3)$124,135SUBCONTRACT GRANT AWARD
Xerces SocietyThe
628 NE Broadway St Ste 200PortlandOR972321324510175253501(C)(3)$9,973SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org130Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS6072$137,580,795
FELLOWSHIPS645$2,530,744
STUDENT & FACULTY PRIZES595$609,136
STUDENT STIPENDS478$410,122
CARES ACT ASSISTANCE871$1,067,642

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationDUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. CARES ACT ASSISTANCE: AS A RESULT OF THE COVID 19 PANDEMIC AND THE CARES ACT LEGISLATION, WHICH WAS PASSED IN EARLY 2020 BY CONGRESS, HIGHER EDUCATION INSTITUTIONS WERE ELIGIBLE TO RECEIVE STUDENT AID RELIEF FUNDING. TRUSTEES OF TUFTS COLLEGE (TUFTS) APPLIED FOR RELIEF FUNDS AND WAS AWARDED SUCH FUNDS VIA OUR FEDERAL GRANT/SPONSORED ACCOUNTING OFFICE. THE TOTAL FY20 FEDERAL AWARD RECEIVED WAS $1,067,642 (FOR 871 STUDENTS) AND WAS DISTRIBUTED ACROSS ALL UNIVERSITY SCHOOLS AND ACCOUNTED FOR VIA OUR SPONSORED ACCOUNTING OFFICE USING SEPARATE SCHOOL DEPARTMENT ID'S. THE UNIVERSITY BURSAR'S OFFICE WAS USED TO FACILITATE THE CARES ACT AWARD PAYMENTS. THESE EMERGENCY FINANCIAL AID GRANT FUNDS WERE DISTRIBUTED TO STUDENT APPLICANTS USING THEIR STUDENT ACCOUNTS FOR UNEXPECTED EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS DUE TO THE CORONAVIRUS. THE BURSARS OFFICE SENT FUNDS TO FAFSA ELIGIBLE STUDENTS WITHIN THE UNITED STATES AND HAVE BEEN CAPTURED ON SCHEDULE I. THE MAXIMUM ALLOWABLE AWARDS PROVIDED WERE FOR UP TO $1,800 PER STUDENT. ALL PAYMENTS WERE MADE DIRECTLY TO STUDENT ACCOUNTS VIA DIRECT DEPOSIT, WHEN AVAILABLE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony P Monaco
Trustee & University President$897,371$0$0$0$198,020$0$54,355$0$128,225$0$1,277,971$0$0$0
Patricia L Campbell
Executive VP, End Date 5/31/2019$229,387$0$0$0$61,922$0$39,756$0$4,283$0$335,348$0$0$0
Deborah T Kochevar
Interim Provost & Sr VP - End Date 6/30/2019$378,418$0$0$0$26,423$0$35,355$0$23,858$0$464,054$0$0$0
Jean E Ayers
Interim VP - Communications & Marketing - End Date 8/27/2018$188,240$0$0$0$391$0$22,033$0$10,543$0$221,207$0$0$0
Mary R Jeka
VP - University Relations$440,060$0$0$0$5,997$0$54,355$0$10,694$0$511,106$0$0$0
Thomas S McGurty
VP - Finance & Treasurer - End Date 12/31/2019$416,865$0$0$0$5,784$0$54,355$0$26,670$0$503,674$0$0$0
Julien C Carter
VP - Human Resources - End Date 8/4/2019$188,107$0$0$0$28,596$0$30,368$0$17,215$0$264,286$0$0$0
Michael A Baenen
See Schedule O for Title$202,486$0$0$0$823$0$24,670$0$13,888$0$241,867$0$0$0
Paul J Tringale
Secretary of Corporation$169,275$0$0$0$681$0$20,581$0$85,288$0$275,825$0$0$0
Eric C Johnson
VP - University Advancement$474,839$0$0$0$3,445$0$54,355$0$24,143$0$556,782$0$0$0
Elizabeth Mcclain
Associate Treasurer$179,971$0$6,126$0$380$0$21,404$0$18,315$0$226,196$0$0$0
Barbara Stein
VP Operations$314,282$0$0$0$762$0$41,550$0$29,743$0$386,337$0$0$0
Michael Rodman
VP Communications & Marketing$246,483$0$0$0$1,159$0$31,324$0$6,003$0$284,969$0$0$0
Nadine Aubry
Provost and Senior Vice President - Start Date 7/1/2019$324,423$0$175,000$0$1,569$0$40,819$0$11,201$0$553,012$0$0$0
Michael W Howard
Executive VP - Start Date 7/1/2019$274,357$0$0$0$9,088$0$36,480$0$13,112$0$333,037$0$0$0
James M Hurley
CFO,VP-Finance & Treasurer - Start Date 1/1/2020$317,674$0$57,082$0$2,150$0$35,355$0$10,971$0$423,232$0$0$0
Christopher M Sedore
VP - Information Technology, CIO - Start Date 8/5/2019$144,483$0$20,000$0$20,201$0$22,231$0$11,043$0$217,958$0$0$0
Naomi Rosenberg
DEAN BIOMEDICAL SCIENCES - End Date 6/30/2017$108,506$0$0$0$0$0$8,849$0$0$0$117,355$0$0$0
Linda M Abriola
SEE SCHEDULE O FOR TITLE$307,259$0$0$0$2,926$0$35,355$0$31,868$0$377,408$0$0$0
Harris A Berman
Dean Medical School - End Date 12/31/2019$398,391$0$0$0$1,899$0$35,355$0$29,531$0$465,176$0$0$0
James M Glaser
Dean Arts & Sciences$371,350$0$0$0$1,724$0$35,355$0$29,352$0$437,781$0$0$0
Jianmin Qu
Dean of Engineering$398,284$0$0$0$2,835$0$35,355$0$23,011$0$459,485$0$0$0
Huw Thomas
Dean Dental School - End Date 6/30/2019$432,363$0$0$0$5,967$0$35,355$0$15,428$0$489,113$0$0$0
Joyce S Knoll
Interim Dean Cummings School - End Date 7/14/2019$191,021$0$0$0$1,168$0$23,261$0$21,825$0$237,275$0$0$0
Daniel Jay
Dean School for Graduate Biomedical Sciences$236,724$0$15,000$0$1,426$0$27,780$0$13,707$0$294,637$0$0$0
Alastair E Cribb
Dean Cummings School - Start Date 7/15/2019$141,974$0$0$0$4,723$0$18,954$0$11,447$0$177,098$0$0$0
Peter W Bates
Dean ad interim Medical School - Start Date 1/1/2020$128,112$0$0$0$1,657$0$17,091$0$10,422$0$157,282$0$0$0
Nadeem Karimbux
Dean Dental School - Start Date 7/1/2019$330,210$0$0$0$1,496$0$35,355$0$32,962$0$400,023$0$0$0
Sally Dungan
Chief Investment Officer - End Date 4/12/2020$440,075$0$244,718$0$6,096$0$125,355$0$26,895$0$843,139$0$140,950$0
Dariush Mozaffarian
Dean Friedman School$427,173$0$0$0$1,072$0$35,355$0$29,661$0$493,261$0$0$0
Maria Papageorge
Professor & Chair$263,599$0$230,000$0$1,699$0$32,960$0$24,922$0$553,180$0$0$0
TRYFAN D EVANS
DIRECTOR OF INVESTMENTS$280,907$0$165,907$0$417$0$113,038$0$169$0$560,438$0$89,215$0
Constantinos Laskarides
Associate Professor$168,559$0$303,276$0$316$0$17,946$0$27,738$0$517,835$0$0$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 2019, ONE OFFICER AND ONE KEY EMPLOYEE TRAVELED USING SUCH AIRLINE ACCOMMODATIONS, THE VALUE OF WHICH WAS NOT INCLUDED IN THEIR TAXABLE COMPENSATION AS THIS ACTIVITY WAS A BUSINESS EXPENSE.
Schedule J, Part I, Line 1a Travel for companionsTHE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2019, THREE OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D).
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDES HOUSECLEANING AS PERSONAL SERVICES TO THE PRESIDENT. The value of the services are included in taxable compensation and grossed up. THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN, CHIEF INVESTMENT OFFICER - END DATE 4/12/2020, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $ 244,718 IN 2019. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). TRYFAN D. EVANS, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $165,907 IN 2019. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). FOR ALL INDIVIDUALS PARTICIPATING IN THE INCENTIVE COMPENSATION PLAN THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING THREE YEARS WHICH ALLOW FOR 50% IN YEAR ONE AND 25% FOR YEARS TWO AND THREE. THE ACTUAL INCENTIVE PAYOUTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND AMOUNTS PAID TO THESE INDIVIDUALS ARE FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 5(a) AND LINE 7.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationTWO FULL-TIME FACULTY MEMBERS OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE PARTICIPATE IN a GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATES (TDA), WHERE they PRACTICE DENTISTRY. AS MEMBERs OF TDA, they have A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS, which is BASED ON NET COLLECTIONS FOR the PRACTICE.
Schedule J, Part I, Line 7 Non-fixed paymentsTHREE OFFICERS received a signing bonus and two officers AND ONE KEY EMPLOYEE RECEIVED NON-FIXED PAYMENTS FOR EXTRAORDINARY JOB PERFORMANCE. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). TWO INVESTMENT OFFICERS PARTICIPATED IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED NON-FIXED PAYMENTS FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THESE AMOUNTS ARE A COMPONENT OF THE TOTAL REPORTABLE AMOUNTS AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionThe Provost is serving under her initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MHEFA Series N
A04245601157586CV362008-03-27$140,600,000REFUND ISSUE DATED 08/05/2004 & 01/12/2006falsefalsefalse
MHEFA Series M
B04245601157586ejt92009-06-11$66,548,467REFUND ISSUE DATED 04/01/1998falsefalsefalse
MHEFA SERIES G
C04245601157586EKD22009-07-01$27,900,000REFUND ISSUES DATED 6/14/1995 & 6/07/2001falsefalsefalse
MDFA Series P
D04343181457583r7l32011-02-08$50,532,192REFUND ISSUE DATED 04/03/2001falsefalsefalse

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 MaintAdequateBooksAndRecMaintInd
A$29,300,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$10,020,000$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
C$3,600,000$27,900,000$27,900,000Yes (true)falseYes (true)Yes (true)
D$50,532,192$532,192$50,000,000Yes (true)falseYes (true)Yes (true)

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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
B0.0
C0.0
DYes (true)0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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
DEUTSCHE BANK & BNY MELLON
AfalsefalseYes (true)falseYes (true)Yes (true)10.0Yes (true)falsefalseDeutsche Bank and Bank of AmericafalseYes (true)
(no name)
BfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
(no name)
CfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
BNY MELLON
DfalsefalseYes (true)falseYes (true)Yes (true)25.0falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part ISEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K & MULTIPLE SCHEDULES ARE ATTACHED
Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT)RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM.
Schedule K, Part I, Column (b) CUSIP #MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP
Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGSTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW
Schedule K, Part III Column (D)SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K
Schedule K, Part III, Line 6 ALL SERIES WITH 0.0%WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD
Schedule K, Part III COLUMNS (B) & (C)BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE ARE EXEMPT FROM REPORTING ON PART III OF SCHEDULE K
Schedule K, Part II, Line 1 COLUMN (A)AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT.
Schedule K, Part II, Line 2 COLUMN (A)AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT.
Schedule K, Part II, Line 3 COLUMN (C)SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048
Schedule K, Part II, Line 1 COLUMN BANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF MULTIPLE BONDS
Schedule K, Part II, Line 10 COLUMN (C)SERIES R HAD FINAL SPEND-DOWN OF PROCEEDS ON PROJECTS
Schedule K, Part II, Line 3 COLUMN CTHE DIFFERENCE IN SERIES R PROCEEDS IS ATTRIBUTABLE TO INVESTMENT EARNINGS
Schedule K, Part I MHEFA & MDFAMASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY
Schedule K, Part IV COLUMN (A), LINE 2CTHE ARBITRAGE REBATE CALCULATION WAS PERFORMED ON 8/12/2020
Schedule K, Part IV, Line 2c COLUMN AIssuer name: MDFA SERIES Q The calculation for computing no rebate due was performed on 08/12/2020

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA SERIES Q
A04343181457583U4K12015-02-26$78,544,431REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITYfalsefalsefalse
MDFA SERIES (MASTER LEASE AGRMNT)
B0434318142015-03-17$28,000,000CONSTRUCT FACILITYfalsefalsefalse
MDFA SERIES R
C04343181457584YNF22018-12-13$34,000,000IMPROVEMENTS TO EXISTING BUILDINGSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtUnspentUnspentAmt
A$4,355,000$78,544,431$728,677$5,700,580$72,115,1742016falseYes (true)Yes (true)Yes (true)
B$28,000,000$66,569$27,933,4312016falsefalseYes (true)Yes (true)$9,354,366
C$34,317,229$384,520$33,932,7092019falsefalseYes (true)Yes (true)$0

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalseYes (true)falsefalse0.00.00.0falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$2,443,050INVESTMENT MANAGEMENT SERVICESfalse
Steven Block
Spouse of Current Trustee$257,476Employmentfalse
A & A Metro Transportation
Brother of Current Trustee$696,982Transportation Servicesfalse
Robert Ferrin
Spouse of V.P. of Finance & Treasurer$74,188Employmentfalse
MORTON B ROSENBERG
SPOUSE OF FORMER KEY EMPLOYEE$190,591EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$204,126NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$130,566NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution184ContributionCnt
Noncash Contributions Rpt F990$9,813,783NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$500NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$50,612NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$900,765NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT13$60,505Market value
Yes (X)GIFT CARDS1$200Market value
Yes (X)DINNER EVENTS AND MEETINGS4$5,858Market value
Yes (X)DONATED TRAVEL EXPENSES4$1,289Market value
Yes (X)CONTRIBUTION PORTION FROM THE SMFA ART SALE12$646,088Market value
Yes (X)RENTAL EXPENSE REDUCTION1$210,760Market value
Yes (X)SPORTS/CONCERT TICKETS4$2,185Market value
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
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 I NON-CASH CONTRIBUTIONSTHE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsTrustees of Tufts college "Tufts" engaged with the company Bidsquare for its annual Art Sale. Bidsquare is a third-party marketplace facilitator for online art sales and auctions. Bidsquare handles listing pieces of art on its website, hosting the "online sale" and processing sales transactions for a fee. Tufts engaged with Bidsquare this year due to the current COVID environment.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSTUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES.
Form 990, Part III, Line 1Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With approximately 11,400 full-time students from 105 countries, we are committed to providing A transformative experiences for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD AND TUFTS IS RECOGNIZED AMONGST THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJOHN BELLO AND DANIEL J. DOHERTY III - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT,RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS TOWERS WATSON AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesFOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, TUFTS UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS.
Form 990, Part VI, Line 19 Required documents available to the publicTRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU.
Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLESMICHAEL BAENEN-SERVED AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION - END DATE 6/30/2020 LINDA M. ABRIOLA-ENGINEERING PROFESSOR -START DATE 9/01/2015,DEAN OF ENGINEERING-END DATE 8/31/2015
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesConsolidated Entities Revenue - -910260; Cumulative Effect of Accounting Change SFAS 158 - -793889; Change in split Interest Agreement - -745904; Change in fair value of interest rate agreements - -22315798; Investment in Tufts Shared Services, Inc. - -349060;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$1,416,416$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$3,308,413$2,560,956TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA-$33,470TRUSTEES OF TUFTS COLLEGE
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREETSOMERVILLEMA02144800754011HEALTH AND WELLNESS SERVICESMATRUSTEES OF TUFTS COLLEGE
TAS Operations LLC
149 New Sweden RoadWoodstockCT06281042103634Veterinary ServicesCT$417,862Trustees of Tufts College
Violet Road Holdings LLC
14 Capen StreetMedfordMA02155AgricultureKY$0TRUSTEES OF TUFTS COLLEGE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
WALNUT HILL PROPERTIES CORP
14 Capen StreetMEDFORDMA02155043419100REAL ESTATE MANAGEMENTMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SERVICESMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(c)(3)10TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(c)(9)TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS GLOBAL INC
169 HOLLAND STREETSOMERVILLEMA02144474543971FOREIGN OPERATIONS SUPPORT ORGANIZATIONMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
CIVIC EDUCATION FOUNDATION
169 HOLLAND ST ATTN TAX DEPTSOMERVILLEMA02144046111643RAISE CIVIC AWARENESSMA501(c)(3)10Trustees of Tufts CollegeYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmt
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC Corporation$35,5971Yes (true)
PERPETUAL TRUSTS - (8)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE REMAINDER UNITRUSTS - (26)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE LEAD TRUSTS - (5)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
TUFTS UNIVERSITY CHARITABLE TRUST
169 HOLLAND ST ATTN TAX DEPTSOMERVILLEMA02144516581922SUPPORTTRUSTEES OF TUFTS COLLEGETrust$232,6581.00Yes (true)HK$36,000
BRAINGATE INC
169 Holland StreetSomervilleMA02144475489178Patent HoldingsMATRUSTEES OF TUFTS COLLEGEC Corporation$119,3781Yes (true)
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 ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
D$12,192,673FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,480,149FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$233,498FAIR MARKET VALUE
TUFTS GLOBAL INC
M$943,956FAIR MARKET VALUE
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
Q$733,000FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,087,000FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
L$608,956FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
Q$776,572FAIR MARKET VALUE
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
L$798,000FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
I$1,045,046FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
C$232,962FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
M$66,613FAIR MARKET VALUE
TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST
L$339,324FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
P$448,924FAIR MARKET VALUE
TUDC LLC
S$1,416,416FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV, Column (a) TRUSTSFormAndLineReferenceDesc
ExplanationTHE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN FLORIDA AND MASSACHUSETTS.ExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Trustees of Tufts College
169 Holland Street Attn Tax DeptSomervilleMA02144042103634Yes (X)$0$457,136$457,136$1,061,404,016$1,061,861,152$1,000,000$250,000$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$836,000$836,000$150,400$37,600$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON STREET BOX 821BOSTONMA02111237000827$0$0$0$29,596,267$29,596,267$1,000,000$250,000$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$12,482,188$12,482,188$774,109$193,527$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$2,970,884$2,970,884$298,544$74,636$0$0$0
TUFTS GLOBAL INC
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144474543971$0$0$0$968,330$968,330$170,250$42,562$0$0$0