2021-05-12T12:01:07-05:00 2020-06-30 990 2019-07-01 042103634 Trustees of Tufts College TRUS 6176274337 169 Holland Street Attn Tax Dept Somerville MA 02144 JAMES M HURLEY VP FINANCE & TREASURER 2021-05-12 2019 2022-09-23 18:48:47Z Tufts University Anthony P Monaco 169 Holland Street Attn Tax Dept Somerville MA 02144 2683417405 false X www.tufts.edu X 1852 MA Education and Research 41 37 12387 0 -639806 0 331631004 304863138 752115756 761272938 147745227 52436991 2830535 -20238 1234322522 1118552829 179451212 172280263 0 564562046 581390829 1281421 1411352 24669387 333140398 331448095 1078435077 1086530539 155887445 32022290 3756859625 3763335065 1084203151 1070933710 2672656474 2692401355 SEE SCHEDULE O false false 551768792 144986479 653343706 INSTRUCTION - DURING THE 2019-2020 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,381 UNDERGRADUATE, 1,402 GRADUATE, 547 PROFESSIONAL AND 186 CERTIFICATE. 286044862 27293784 98583746 RESEARCH -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. 86285255 0 6535797 AUXILIARY 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. 924098909 true false false true false false true true true true true false false true true false true true true true true true true true false false true true true true false false false false false false false false true true true true false false true true true true true false true X 2672 0 true 12387 true true true true HK JA KE SL SP UG UK UV CI ET FR GM GH false false false true true false false false false true false X 41 37 true false false false false false false true true false true true true true true true true true true true false CA LA MA MS MT ND OK WV X James Walsh Executive Director & University Controller 6176273816 169 Holland Street Somerville MA 02144 Anthony P Monaco Trustee & University President 60.0 1.0 X X 1095391 0 182580 Daniel J Doherty III Trustee - Vice Chair - End Date 11/2/2019 3.0 0 X X 0 0 0 Jeannie H Diefenderfer Trustee - Vice Chair 3.0 0 X X 0 0 0 Jeffrey M Moslow Trustee - End Date 11/2/2019, Trustee - Vice Chair - Start Date 11/2/2019 3.0 1.0 X X 0 0 0 Jonathan M Tisch Trustee - Vice Chair - End Date 11/02/2019 3.0 0 X X 0 0 0 Peter R Dolan Trustee - Chairman 3.0 0 X X 0 0 0 Ankur A Sahu Trustee 3.0 0 X 0 0 0 Betsy Busch Trustee 3.0 0 X 0 0 0 Brian J McCarthy Trustee 3.0 0 X 0 0 0 Christopher J McKown Trustee 3.0 0 X 0 0 0 Cristiana Falcone Sorrell Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 David B Rone Trustee 3.0 0 X 0 0 0 Diana V Lopez Trustee 3.0 0 X 0 0 0 Diane S Hessan Trustee 3.0 0 X 0 0 0 Dina A Al-Tayeb Trustee 3.0 0 X 0 0 0 Douglas Rachlin Trustee 3.0 0 X 0 0 0 E Michael Fung Trustee 3.0 0 X 0 0 0 Elizabeth Cochary Gross Trustee 3.0 0 X 0 0 0 Elyse A Newhouse Trustee 3.0 0 X 0 0 0 Hugh R Roome III Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 James J Wong Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 Janis A Savin-Williams Trustee 3.0 0 X 0 0 0 John H deJong Trustee 3.0 0 X 0 0 0 John J Bello Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 John R Ball Trustee 3.0 0 X 0 0 0 Jonathan M Pruzan Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Kalahn Taylor-Clark Trustee 3.0 0 X 0 0 0 Katherine A Kaplan Trustee 3.0 0 X 0 0 0 Kenneth C Fan Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Laurie A Gabriel Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 Lisa S Anderson Trustee 3.0 0 X 0 0 0 Lori Roth Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Maria A Oquendo Trustee 3.0 0 X 0 0 0 Maria T Madison Trustee 3.0 0 X 0 0 0 Mariann A Youniss Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Mark D Goodman Trustee 3.0 0 X 0 0 0 Michael A Karsch Trustee 3.0 0 X 0 0 0 Michael S Gordon Trustee 3.0 0 X 0 0 0 Neal B Shapiro Trustee 3.0 0 X 0 0 0 Peter H Kamin Trustee 3.0 0 X 0 0 0 Peter M Fasolo Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Rebecca J Neary Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Robert R Gheewalla Trustee 3.0 0 X 0 0 0 Sam W Ho Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Steven E Karol Trustee 3.0 0 X 0 0 0 Steven M Galbraith Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 Teri C Volpert Trustee - End Date 11/2/2019 3.0 0 X 0 0 0 Theodore R Tye Trustee - Start Date 11/2/2019 3.0 0 X 0 0 0 Tina H Surh Trustee 3.0 0 X 0 0 0 Barbara Stein VP Operations 40.0 1.0 X 315044 0 71293 Christopher M Sedore VP - Information Technology, CIO - Start Date 8/5/2019 40.0 0 X 184684 0 33274 Elizabeth Mcclain Associate Treasurer 40.0 0.3 X 186477 0 39719 Eric C Johnson VP - University Advancement 40.0 0 X 478284 0 78498 James M Hurley CFO,VP-Finance & Treasurer - Start Date 1/1/2020 40.0 3.0 X 376906 0 46326 Julien C Carter VP - Human Resources - End Date 8/4/2019 40.0 1.0 X 216703 0 47583 Mary R Jeka VP - University Relations 40.0 0 X 446057 0 65049 Michael A Baenen See Schedule O for Title 40.0 0 X 203309 0 38558 Michael Rodman VP Communications & Marketing 40.0 0 X 247642 0 37327 Michael W Howard Executive VP - Start Date 7/1/2019 40.0 1.0 X 283445 0 49592 Nadine Aubry Provost and Senior Vice President - Start Date 7/1/2019 40.0 0 X 500992 0 52020 Paul J Tringale Secretary of Corporation 40.0 0 X 169956 0 105869 Sara M Judge VP Development - Start Date 6/23/2020 40.0 0 X 0 0 0 Thomas S McGurty VP - Finance & Treasurer - End Date 12/31/2019 40.0 3.0 X 422649 0 81025 Alastair E Cribb Dean Cummings School - Start Date 7/15/2019 40.0 0 X 146697 0 30401 Daniel Jay Dean School for Graduate Biomedical Sciences 40.0 0 X 253150 0 41487 Harris A Berman Dean Medical School - End Date 12/31/2019 40.0 0.0 X 400290 0 64886 Huw Thomas Dean Dental School - End Date 6/30/2019 40.0 0 X 438330 0 50783 James M Glaser Dean Arts & Sciences 40.0 0 X 373074 0 64707 Jianmin Qu Dean of Engineering 40.0 0 X 401119 0 58366 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 40.0 0 X 192189 0 45086 Nadeem Karimbux Dean Dental School - Start Date 7/1/2019 40.0 0 X 331706 0 68317 Peter W Bates Dean ad interim Medical School - Start Date 1/1/2020 40.0 0 X 129769 0 27513 Constantinos Laskarides Associate Professor 40.0 0 X 472151 0 45684 Dariush Mozaffarian Dean Friedman School 40.0 0 X 428245 0 65016 Maria Papageorge Professor & Chair 40.0 0 X 495298 0 57882 Sally Dungan Chief Investment Officer - End Date 4/12/2020 40.0 5.0 X 690889 0 152250 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 10.0 40.0 X 447231 0 113207 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 40.0 1.0 X 404841 0 59213 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 40.0 0 X 188631 0 32576 Linda M Abriola SEE SCHEDULE O FOR TITLE 40.0 0 X 310185 0 67223 Naomi Rosenberg DEAN BIOMEDICAL SCIENCES - End Date 6/30/2017 40.0 0 X 108506 0 8849 Patricia L Campbell Executive VP, End Date 5/31/2019 40.0 1.0 X 291309 0 44039 11631149 0 2026198 1275 true true false CONSIGLI CONSTRUCTION INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 18157371 COLUMBIA CONSTRUCTION CO 100 RIVERPARK DRIVE NORTH READING MA 018640220 CONSTRUCTION 14552006 COMMODORE BUILDERS 404 WYMAN STREET 400 WALTHAM MA 02451 CONSTRUCTION 13274920 C&W FACILITY SERVICES INC 275 Grove St Ste 3-200 Auburndale MA 02466 CLEANING 12107150 Walsh Brothers Inc 210 Commercial Street Boston MA 02109 CONSTRUCTION 7888513 251 484735 158806346 145572057 9769531 304863138 INSTRUCTION 900099 653343706 653343706 CLINICAL AND OTHER EDUCATION 541900 100091748 98583746 1508002 AUXILLIARY ENTERPRISES 900099 7837484 6535797 1301687 0 0 0 0 761272938 13594673 -4146624 17741297 444001 444001 1541862 1919633 -377771 0 -377771 -377771 1601234797 1562392479 38842318 0 38842318 697129 38145189 465996 484735 552464 -86468 -86468 0 0 0 0 0 1118552829 758463249 -639806 55866248 24704568 24704568 142198439 142198439 5377256 5377256 10207584 3884725 5727391 595468 1335965 922020 413945 454063511 377667935 61667692 14727884 33280374 26929084 5188420 1162870 52920023 43315715 7251750 2352558 29583372 23656764 4903747 1022861 4891801 2554303 2333481 4017 487200 487200 457136 457136 1411352 1411352 4298731 4298731 46419267 35636544 10711455 71268 1334446 1175815 127299 31332 57819397 37091726 19799402 928269 12753846 2869760 9659332 224754 760379 760379 48107261 46682021 1015617 409623 10175785 9747874 270442 157469 5810494 3872924 1253509 684061 30788833 29873919 649940 264974 64769755 62845073 1367262 557420 BOOKS, PERIODICALS & MEDIA 12729023 12599066 70313 59644 SUBSIDIARY EXPENSE-TVETS 12186303 12186303 EQUIPMENT PURCHASES 8369383 8268252 101131 GOODS AND SERVICES 5904051 5898290 2720 3041 3385004 3380154 4328 522 1086530539 924098909 137762243 24669387 40492664 42936372 109670444 106252925 14137569 21179992 0 0 0 0 44060800 43079468 1142467 1695198 2720572 3944224 2028874330 893773962 1104535774 1135100368 546585734 617437285 1765983550 1686851442 31461185 23838530 96068866 81019261 3756859625 3763335065 188223397 168836167 51030493 53090016 748279252 735035536 4031399 4189080 0 0 92638610 109782911 1084203151 1070933710 X 1341595254 1322472313 1331061220 1369929042 2672656474 2692401355 3756859625 3763335065 X 32022290 12837502 -25114911 X false true X true true true X 260031001 301578645 266524449 331631004 304378403 1464143502 0 0 0 0 260031001 301578645 266524449 331631004 304378403 1464143502 0 1464143502 10145285 11006835 16553225 19609307 15580535 72895187 0 0 0 0 0 0 0 0 1537038689 2701427542 0.9526 0.9537 X X 0 0 457136 457136 457136 457136 1061404016 1108257685 1061861152 1108714821 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 552156 536814 550424 457136 2096530 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 204626 5947475 X X X X true false true X 1909607240 35369988 50424668 24458128 27259879 6410117 1937273772 1893035025 32989320 60497350 23462024 47856371 5596060 1909607240 1774579213 30995244 164783768 23224991 48773468 5324741 1893035025 1593241500 51997700 224381646 24501160 65273324 5267149 1774579213 1622017188 26019248 -18477039 20620349 9664425 6033123 1593241500 0.401 0.393 0.206 false false 75803681 75803681 1708667854 746543834 962124020 244402795 147230128 97172667 1135100368 439854623 F Other Investments 10150209 F Common Trust Equity Index Funds 435284385 F Private Equities 522938030 F Real Estate 123503002 F Funds Held Under Bond Agreements 11399 F Natural Resources 103408377 F Non-Marketable Credit 51701417 F 1686851442 Interest Rate Agreements 91232763 Government Advances 18550148 109782911 X 1002540578 12837502 0 0 -130171951 -117334449 1119875027 0 -1322198 -1322198 1118552829 982795697 0 0 0 42447925 42447925 940347772 0 146182767 146182767 1086530539 Schedule D, Part XI FINANCIAL STATEMENTS THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. Schedule D, Part III, Line 4 Collections of art - description of collections THE ART COLLECTIONS AT THE UNIVERSITY ENTAIL PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT INTO USE WITHIN THE ORGANIZATIONS INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. Schedule D, Part V, Line 4 Intended uses of endowment funds THE TRUSTEES OF TUFTS COLLEGE HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. 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 990 Consolidated 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 statements Rental 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 990 Rental 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 statements Consolidated entities expenses - 1651390 Tuition discount - XXX-XX-XXXX true true false true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF TUFTS COLLEGE (THE "UNIVERSITY") IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES AND STRIVES TO BUILD A COMMUNITY WHERE ALL PROSPECTIVE AND CURRENT STUDENTS, FACULTY AND STAFF RESPECT THE RIGHTS OF OTHERS. AS SUCH THE UNIVERSITY 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 GOVERNMENT TRUSTEES OF TUFTS COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM MANY GOVERNMENT AGENCIES. DURING THE FISCAL YEAR, ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS; PELL GRANTS; SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS; FEDERAL WORK STUDY FUNDS AND CARES ACT FUNDING. ADDITIONALLY, STUDENTS CURRENTLY ENROLLED AT THE UNIVERSITY ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS AWARDS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA, NASA AND THE CARES ACT. ALSO, DURING THE PANDEMIC, AS PART OF THE CARES ACT LEGISLATION, FEDERAL FUNDING HAS BEEN MADE AVAILABLE TO SUPPORT OUR MOST NEEDIEST STUDENTS WITH EMERGENCY SUPPORT AS WELL AS FOR THE UNIVERSITY, FOR UNEXPECTED EXPENSES RELATED TO THE DISRUPTION OF CAMPUS CLOSURES CAUSED BY COVID-19. true Europe (Including Iceland and Greenland) 5 6 Program Services Study-Abroad Education Program 3950011 East Asia and the Pacific 3 2 Program Services Study-Abroad Education Program 322114 South America 1 1 Program Services Study-Abroad Education Program 231088 Sub-Saharan Africa 1 1 Program Services Study-Abroad Education Program 197040 Central America and the Caribbean 0 0 Grantmaking 27765 East Asia and the Pacific 0 0 Grantmaking 690881 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1710306 Middle East and North Africa 0 0 Grantmaking 224810 North America (Canada & Mexico only) 0 0 Grantmaking 68068 Russia and Neighboring States 0 0 Grantmaking 224028 South America 0 0 Grantmaking 190842 South Asia 0 0 Grantmaking 517710 Sub-Saharan Africa 0 0 Grantmaking 1722845 Central America and the Caribbean 0 0 Investments 472846000 Europe (Including Iceland and Greenland) 0 0 Investments 95495000 North America (Canada & Mexico only) 0 0 Investments 11523000 Sub-Saharan Africa 0 0 Investments 2341000 Central America and the Caribbean 0 0 Program Services Travel for Mission Related Activities 65010 East Asia and the Pacific 0 0 Program Services Travel for Mission Related Activities 89859 Europe (Including Iceland and Greenland) 0 0 Program Services Travel for Mission Related Activities 400886 Middle East and North Africa 0 0 Program Services Travel for Mission Related Activities 17114 North America (Canada & Mexico only) 0 0 Program Services Travel for Mission Related Activities 47519 Russia and Neighboring States 0 0 Program Services Travel for Mission Related Activities 17508 South America 0 0 Program Services Travel for Mission Related Activities 22934 South Asia 0 0 Program Services Travel for Mission Related Activities 34150 Sub-Saharan Africa 0 0 Program Services Travel for Mission Related Activities 165972 East Asia and the Pacific 0 0 Fundraising 289 Europe (Including Iceland and Greenland) 0 0 Fundraising 2689 Middle East and North Africa 0 0 Fundraising 308 North America (Canada & Mexico only) 0 0 Fundraising 672 South America 0 0 Fundraising 198 10 10 0 0 10 10 589941508 3206108 593147616 Sub-Saharan Africa Subcontract Research Grant 91634 Wire Sub-Saharan Africa Subcontract Research Grant 61788 Wire South Asia Subcontract Research Grant 24991 Wire Sub-Saharan Africa Subcontract Research Grant 15142 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 35370 Check North America (Canada & Mexico only) Subcontract Research Grant 25355 Check Europe (Including Iceland and Greenland) Subcontract Research Grant 378781 Check Europe (Including Iceland and Greenland) Subcontract Research Grant 441372 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 12623 Wire Middle East and North Africa Subcontract Research Grant 5461 Check East Asia and the Pacific Subcontract Research Grant 156856 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 37080 Check East Asia and the Pacific Subcontract Research Grant 201063 Wire Sub-Saharan Africa Subcontract Research Grant 45198 Wire Sub-Saharan Africa Subcontract Research Grant 99974 Wire East Asia and the Pacific Subcontract Research Grant 44269 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 58063 Wire South Asia Subcontract Research Grant 11344 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 20000 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 19164 Wire Sub-Saharan Africa Subcontract Research Grant 144245 Wire Russia and Neighboring States Subcontract Research Grant 19110 Wire East Asia and the Pacific Subcontract Research Grant 37484 Wire East Asia and the Pacific Subcontract Research Grant 80538 Wire Sub-Saharan Africa Subcontract Research Grant 275862 Wire Middle East and North Africa Subcontract Research Grant 107441 Wire, Check East Asia and the Pacific Subcontract Research Grant 55000 Wire East Asia and the Pacific Subcontract Research Grant 12375 Wire Sub-Saharan Africa Subcontract Research Grant 29198 Wire 26 3 Fellowships Central America and the Caribbean 2 4928 Electronic Funds Transfer Fellowships East Asia and the Pacific 16 76154 Check, Electronic Funds Transfer Fellowships Europe (Including Iceland and Greenland) 13 78467 Electronic Funds Transfer Fellowships Middle East and North Africa 8 40619 Electronic Funds Transfer Fellowships North America (Canada & Mexico only) 5 26087 Electronic Funds Transfer Fellowships Russia and Neighboring States 2 25517 Electronic Funds Transfer Fellowships South America 3 8611 Electronic Funds Transfer Fellowships South Asia 16 87533 Electronic Funds Transfer Fellowships Sub-Saharan Africa 10 36445 Electronic Funds Transfer International Program Advances Sub-Saharan Africa 2 71544 Wire, Electronic Funds Transfer Scholarships Central America and the Caribbean 3 22730 Check, Electronic Funds Transfer Scholarships East Asia and the Pacific 24 88837 Check, Electronic Funds Transfer Scholarships Europe (Including Iceland and Greenland) 38 497106 Check, Electronic Funds Transfer Scholarships Middle East and North Africa 4 19190 Check, Electronic Funds Transfer Scholarships North America (Canada & Mexico only) 2 14586 Check, Electronic Funds Transfer Scholarships Russia and Neighboring States 4 63312 Check, Electronic Funds Transfer Scholarships South America 19 181931 Check, Electronic Funds Transfer Scholarships South Asia 29 252377 Check, Electronic Funds Transfer Scholarships Sub-Saharan Africa 48 696289 Check, Electronic Funds Transfer Student Prizes Central America and the Caribbean 1 107 Check, Electronic Funds Transfer Student Prizes East Asia and the Pacific 13 8300 Check, Electronic Funds Transfer Student Prizes Europe (Including Iceland and Greenland) 3 280 Electronic Funds Transfer Student Prizes Middle East and North Africa 2 1200 Electronic Funds Transfer Student Prizes South America 2 300 Electronic Funds Transfer Student Prizes South Asia 9 4316 Check, Electronic Funds Transfer Student Prizes Sub-Saharan Africa 7 3537 Electronic Funds Transfer Student Stipends East Asia and the Pacific 2 200 Electronic Funds Transfer Student Stipends South Asia 3 5181 Electronic Funds Transfer Student Stipends Sub-Saharan Africa 15 31675 Wire Subcontract Research Grants Europe (Including Iceland and Greenland) 2 93237 Wire Subcontract Research Grants Middle East and North Africa 1 50900 Wire Subcontract Research Grants Russia and Neighboring States 2 116089 Wire Subcontract Research Grants South Asia 1 38268 Wire Subcontract Research Grants Sub-Saharan Africa 4 120313 Wire true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. 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109 131 Summer St Bridgewater MA 02325 043010428 501(C)(3) 11378 SUBCONTRACT GRANT AWARD Brigham & Women's Hospital BWH - Research Finance Boston MA 022413887 042312909 501(C)(3) 338949 SUBCONTRACT GRANT AWARD Broad Institute IncThe 415 Main St Cambridge MA 02142 263428781 501(C)(3) 56604 SUBCONTRACT GRANT AWARD Brookings Institution 1775 Massachusetts Ave NW Washington DC 200362103 530196577 501(C)(3) 12356 SUBCONTRACT GRANT AWARD Brown University Business Service Center Box 1997 Providence RI 02912 050258809 501(C)(3) 298916 SUBCONTRACT GRANT AWARD Child Trends Inc 7315 Wisconsin Ave Ste 1200W Bethesda MD 208143666 132982969 501(C)(3) 43154 SUBCONTRACT GRANT AWARD Children's Hospital Boston PO Box 414413 Boston MA 022414413 042774441 501(C)(3) 168378 SUBCONTRACT GRANT AWARD Chinese Progressive Association Inc 28 Ash St Boston MA 021111517 042631569 501(C)(3) 21833 SUBCONTRACT GRANT AWARD Cleveland Clinic FoundationThe PO Box 931562 Cleveland OH 441935012 340714585 501(C)(3) 723898 SUBCONTRACT GRANT AWARD ClimateWorks Foundation 235 Montgomery St Ste 1300 San Francisco CA 941043123 262303250 501(C)(3) 21231 SUBCONTRACT GRANT AWARD College of William and Mary Bursars Office PO Box 8795 Williamsburg VA 231878795 540734117 501(C)(3) 104011 SUBCONTRACT GRANT AWARD Colorado State University 2002 Campus Delivery Fort Collins CO 805232002 846000545 501(C)(3) 250632 SUBCONTRACT GRANT AWARD Columbia UniversityTrustees of Sponsored Projects Finance New York NY 100879789 135598093 501(C)(3) 78749 SUBCONTRACT GRANT AWARD ConvergeOne Systems Integration Inc PO Box 207480 Dallas TX 753207480 331009098 FOR PROFIT 62264 SUBCONTRACT GRANT AWARD Cornell University PO Box 22 Ithaca NY 148510022 150532082 501(C)(3) 112624 SUBCONTRACT GRANT AWARD Dartmouth College 11 Rope Ferry Rd 6210 Hanover NH 037551404 020222111 501(C)(3) 98233 SUBCONTRACT GRANT AWARD Dimagi Inc 585 Massachusetts Ave Ste 4 Cambridge MA 02139 830343298 FOR PROFIT 45312 SUBCONTRACT GRANT AWARD Dudley Street 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Planning Council 60 Temple Place Ste 600 Boston MA 02111 042472296 501(C)(3) 21692 SUBCONTRACT GRANT AWARD MGH Institute of Health ProfessionThe 399 Revolution Dr 7th Fl Ste 745 Somerville MA 021451444 042868893 501(C)(3) 63930 SUBCONTRACT GRANT AWARD Montana State University PO Box 172470 Bozeman MT 597172470 816010045 501(C)(3) 15332 SUBCONTRACT GRANT AWARD Museum of Science Science Park Boston MA 021141099 042103916 501(C)(3) 40739 SUBCONTRACT GRANT AWARD Natl Kidney Foundation Inc 30 E 33rd St New York NY 10016 131673104 501(C)(3) 9924 SUBCONTRACT GRANT AWARD New York Academy of Medicine 1216 Fifth Ave New York NY 10029 131656674 501(C)(3) 25105 SUBCONTRACT GRANT AWARD New York Medical College 40 Sunshine Cottage Rd Valhalla NY 10595 131099420 501(C)(3) 34746 SUBCONTRACT GRANT AWARD New York Road Runners Inc 156 W 56th St New York NY 10019 132949483 501(C)(3) 7627 SUBCONTRACT GRANT AWARD New York University 105 E 17th St New York NY 10003 135562308 501(C)(3) 46487 SUBCONTRACT GRANT 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SUBCONTRACT GRANT AWARD Schepens Eye Research Institute Inc PO Box 412360 Boston MA 022412360 042129889 501(C)(3) 57318 SUBCONTRACT GRANT AWARD Smith College 204 College Hall Northampton MA 01063 041843040 501(C)(3) 49738 SUBCONTRACT GRANT AWARD Somerville Trans Equity Partnership Inc 51 Mt Vernon Street Somerville MA 02145 201875025 501(C)(3) 38592 SUBCONTRACT GRANT AWARD Somerville City of 93 Highland Ave Somerville MA 02143 046001414 Gov't 36766 SUBCONTRACT GRANT AWARD Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(C)(3) 173617 SUBCONTRACT GRANT AWARD Telcom Billing & Management Solutions LL 1600 Boston-Providence Hwy Walpole MA 02081 593828470 FOR PROFIT 22800 SUBCONTRACT GRANT AWARD Telserv LLC 7 Progress Dr Cromwell CT 064161035 043640256 FOR PROFIT 6250 SUBCONTRACT GRANT AWARD Texas A&M Health Science Center COM 400 Harvey Mitchell Pkwy College Station TX 778454375 311702109 501(C)(3) 265381 SUBCONTRACT GRANT AWARD Tides Center 1012 Torney Ave San 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57500 SUBCONTRACT GRANT AWARD University of Vermont Sponsored Project Administration Burlington VT 054050160 030179440 501(C)(3) 78923 SUBCONTRACT GRANT AWARD University of Virginia PO Box 400195 Charlottesville VA 229044195 546001796 501(C)(3) 31255 SUBCONTRACT GRANT AWARD University of Washington 12455 Collections Dr Chicago IL 60693 916001537 501(C)(3) 245740 SUBCONTRACT GRANT AWARD University of Wisconsin Office For Research Milwaukee WI 532780538 396006492 501(C)(3) 299771 SUBCONTRACT GRANT AWARD US Dept of Agriculture USDA NFC FMMI COD Collections St Louis MO 631799000 410696271 501(C)(3) 20785 SUBCONTRACT GRANT AWARD Vanderbilt University PO Box 401591 Nashville TN 372401591 620476822 501(C)(3) 70843 SUBCONTRACT GRANT AWARD Vaxess Technologies Inc 790 Memorial Dr Cambridge MA 021394648 460612554 FOR PROFIT 60276 SUBCONTRACT GRANT AWARD Vilicus Farms 23856 Rd 265 N Havre MT 59501 293783106 FOR PROFIT 10010 SUBCONTRACT GRANT AWARD Wake Forest University Health Sciences Medical Center Blvd WinstonSalem NC 27157 223849199 501(C)(3) 196620 SUBCONTRACT GRANT AWARD Washington State University PO Box 641025 Pullman WA 991641025 916001108 501(C)(3) 134723 SUBCONTRACT GRANT AWARD Washington University 700 Rosedale Ave CB1034 St Louis MO 631121408 430653611 501(C)(3) 135408 SUBCONTRACT GRANT AWARD Weill Medical College of Cornell Univ 575 Lexington Ave New York NY 10022 136094042 501(C)(3) 5615 SUBCONTRACT GRANT AWARD Wellesley College 106 Central St Wellesley MA 021818203 042103637 501(C)(3) 61842 SUBCONTRACT GRANT AWARD Winrock International 2101 Riverfront Dr Little Rock AR 722021748 710603560 501(C)(3) 14687 SUBCONTRACT GRANT AWARD Women & Infants Hospital of Rhode Island 350 Duncan Dr Providence RI 02906 050258937 501(C)(3) 124135 SUBCONTRACT GRANT AWARD Xerces SocietyThe 628 NE Broadway St Ste 200 Portland OR 972321324 510175253 501(C)(3) 9973 SUBCONTRACT GRANT AWARD 130 9 SCHOLARSHIPS 6072 137580795 FELLOWSHIPS 645 2530744 STUDENT & FACULTY PRIZES 595 609136 STUDENT STIPENDS 478 410122 CARES ACT ASSISTANCE 871 1067642 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF 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. X X X X X true true X X X X X false true false true false false false true true true Anthony P Monaco Trustee & University President 897371 0 0 0 198020 0 54355 0 128225 0 1277971 0 0 0 Patricia L Campbell Executive VP, End Date 5/31/2019 229387 0 0 0 61922 0 39756 0 4283 0 335348 0 0 0 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 378418 0 0 0 26423 0 35355 0 23858 0 464054 0 0 0 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 188240 0 0 0 391 0 22033 0 10543 0 221207 0 0 0 Mary R Jeka VP - University Relations 440060 0 0 0 5997 0 54355 0 10694 0 511106 0 0 0 Thomas S McGurty VP - Finance & Treasurer - End Date 12/31/2019 416865 0 0 0 5784 0 54355 0 26670 0 503674 0 0 0 Julien C Carter VP - Human Resources - End Date 8/4/2019 188107 0 0 0 28596 0 30368 0 17215 0 264286 0 0 0 Michael A Baenen See Schedule O for Title 202486 0 0 0 823 0 24670 0 13888 0 241867 0 0 0 Paul J Tringale Secretary of Corporation 169275 0 0 0 681 0 20581 0 85288 0 275825 0 0 0 Eric C Johnson VP - University Advancement 474839 0 0 0 3445 0 54355 0 24143 0 556782 0 0 0 Elizabeth Mcclain Associate Treasurer 179971 0 6126 0 380 0 21404 0 18315 0 226196 0 0 0 Barbara Stein VP Operations 314282 0 0 0 762 0 41550 0 29743 0 386337 0 0 0 Michael Rodman VP Communications & Marketing 246483 0 0 0 1159 0 31324 0 6003 0 284969 0 0 0 Nadine Aubry Provost and Senior Vice President - Start Date 7/1/2019 324423 0 175000 0 1569 0 40819 0 11201 0 553012 0 0 0 Michael W Howard Executive VP - Start Date 7/1/2019 274357 0 0 0 9088 0 36480 0 13112 0 333037 0 0 0 James M Hurley CFO,VP-Finance & Treasurer - Start Date 1/1/2020 317674 0 57082 0 2150 0 35355 0 10971 0 423232 0 0 0 Christopher M Sedore VP - Information Technology, CIO - Start Date 8/5/2019 144483 0 20000 0 20201 0 22231 0 11043 0 217958 0 0 0 Naomi Rosenberg DEAN BIOMEDICAL SCIENCES - End Date 6/30/2017 108506 0 0 0 0 0 8849 0 0 0 117355 0 0 0 Linda M Abriola SEE SCHEDULE O FOR TITLE 307259 0 0 0 2926 0 35355 0 31868 0 377408 0 0 0 Harris A Berman Dean Medical School - End Date 12/31/2019 398391 0 0 0 1899 0 35355 0 29531 0 465176 0 0 0 James M Glaser Dean Arts & Sciences 371350 0 0 0 1724 0 35355 0 29352 0 437781 0 0 0 Jianmin Qu Dean of Engineering 398284 0 0 0 2835 0 35355 0 23011 0 459485 0 0 0 Huw Thomas Dean Dental School - End Date 6/30/2019 432363 0 0 0 5967 0 35355 0 15428 0 489113 0 0 0 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 191021 0 0 0 1168 0 23261 0 21825 0 237275 0 0 0 Daniel Jay Dean School for Graduate Biomedical Sciences 236724 0 15000 0 1426 0 27780 0 13707 0 294637 0 0 0 Alastair E Cribb Dean Cummings School - Start Date 7/15/2019 141974 0 0 0 4723 0 18954 0 11447 0 177098 0 0 0 Peter W Bates Dean ad interim Medical School - Start Date 1/1/2020 128112 0 0 0 1657 0 17091 0 10422 0 157282 0 0 0 Nadeem Karimbux Dean Dental School - Start Date 7/1/2019 330210 0 0 0 1496 0 35355 0 32962 0 400023 0 0 0 Sally Dungan Chief Investment Officer - End Date 4/12/2020 440075 0 244718 0 6096 0 125355 0 26895 0 843139 0 140950 0 Dariush Mozaffarian Dean Friedman School 427173 0 0 0 1072 0 35355 0 29661 0 493261 0 0 0 Maria Papageorge Professor & Chair 263599 0 230000 0 1699 0 32960 0 24922 0 553180 0 0 0 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 280907 0 165907 0 417 0 113038 0 169 0 560438 0 89215 0 Constantinos Laskarides Associate Professor 168559 0 303276 0 316 0 17946 0 27738 0 517835 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel VARIOUS 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 companions THE 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 payments THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 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 use AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES HOUSECLEANING AS PERSONAL SERVICES TO THE PRESIDENT. The value of the services are included in taxable compensation and grossed up. THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SALLY 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 organization TWO 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 payments THREE 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 exception The Provost is serving under her initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS. A MHEFA Series N 042456011 57586CV36 2008-03-27 140600000 REFUND ISSUE DATED 08/05/2004 & 01/12/2006 false false false B MHEFA Series M 042456011 57586ejt9 2009-06-11 66548467 REFUND ISSUE DATED 04/01/1998 false false false C MHEFA SERIES G 042456011 57586EKD2 2009-07-01 27900000 REFUND ISSUES DATED 6/14/1995 & 6/07/2001 false false false D MDFA Series P 043431814 57583r7l3 2011-02-08 50532192 REFUND ISSUE DATED 04/03/2001 false false false A 29300000 0 140600000 0 0 0 600000 0 0 0 140000000 0 true false true true B 10020000 0 66548467 0 0 0 538881 0 0 0 66009586 0 true false true true C 3600000 27900000 27900000 true false true true D 50532192 532192 50000000 true false true true A false true true true true true 0.0 0.0 0.0 false false true B 0.0 C 0.0 D true 0.0 A false false true false true true DEUTSCHE BANK & BNY MELLON 10.0 true false false Deutsche Bank and Bank of America false true B false false true false false false false false true C false false true false true false false false true D false false true false true true BNY MELLON 25.0 false false false false true A true B true C true D true Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K & MULTIPLE SCHEDULES ARE ATTACHED Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. Schedule K, Part I, Column (b) CUSIP # MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW Schedule K, Part III Column (D) SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part III, Line 6 ALL SERIES WITH 0.0% WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD Schedule K, Part III COLUMNS (B) & (C) BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE ARE EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part II, Line 1 COLUMN (A) AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT. Schedule K, Part II, Line 2 COLUMN (A) AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT. Schedule K, Part II, Line 3 COLUMN (C) SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048 Schedule K, Part II, Line 1 COLUMN B ANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF MULTIPLE BONDS Schedule K, Part II, Line 10 COLUMN (C) SERIES R HAD FINAL SPEND-DOWN OF PROCEEDS ON PROJECTS Schedule K, Part II, Line 3 COLUMN C THE DIFFERENCE IN SERIES R PROCEEDS IS ATTRIBUTABLE TO INVESTMENT EARNINGS Schedule K, Part I MHEFA & MDFA MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY Schedule K, Part IV COLUMN (A), LINE 2C THE ARBITRAGE REBATE CALCULATION WAS PERFORMED ON 8/12/2020 Schedule K, Part IV, Line 2c COLUMN A Issuer name: MDFA SERIES Q The calculation for computing no rebate due was performed on 08/12/2020 A MDFA SERIES Q 043431814 57583U4K1 2015-02-26 78544431 REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY false false false B MDFA SERIES (MASTER LEASE AGRMNT) 043431814 2015-03-17 28000000 CONSTRUCT FACILITY false false false C MDFA SERIES R 043431814 57584YNF2 2018-12-13 34000000 IMPROVEMENTS TO EXISTING BUILDINGS false false false A 4355000 78544431 728677 5700580 72115174 2016 false true true true B 9354366 28000000 66569 27933431 2016 false false true true C 34317229 384520 33932709 0 2019 false false true true A false true true true true true 0.0 0.0 0.0 false false true B false true false false 0.0 0.0 0.0 false false true C false true true true true true 0.0 0.0 0.0 false false true A false true false true false false false false true B false true false false true false false false true C false true false false true false false false true A true B true C true ADAGE CAPITAL MANAGEMENT PARTNER IS SPOUSE OF CURRENT TRUSTEE 2443050 INVESTMENT MANAGEMENT SERVICES false Steven Block Spouse of Current Trustee 257476 Employment false A & A Metro Transportation Brother of Current Trustee 696982 Transportation Services false Robert Ferrin Spouse of V.P. of Finance & Treasurer 74188 Employment false MORTON B ROSENBERG SPOUSE OF FORMER KEY EMPLOYEE 190591 EMPLOYMENT false X 9 204126 Market value X 130566 Market value X 184 9813783 Market value X 2 500 Market value X 1 50612 Market value X 16 900765 Market value X EQUIPMENT 13 60505 Market value X GIFT CARDS 1 200 Market value X DINNER EVENTS AND MEETINGS 4 5858 Market value X DONATED TRAVEL EXPENSES 4 1289 Market value X CONTRIBUTION PORTION FROM THE SMFA ART SALE 12 646088 Market value X RENTAL EXPENSE REDUCTION 1 210760 Market value X SPORTS/CONCERT TICKETS 4 2185 Market value 10 false true true Schedule M, Part I NON-CASH CONTRIBUTIONS THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Trustees of Tufts college "Tufts" engaged with the 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. Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES. Form 990, Part III, Line 1 Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With approximately 11,400 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 persons JOHN BELLO AND DANIEL J. DOHERTY III - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT,RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES 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 official EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS TOWERS WATSON AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, 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 public TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES MICHAEL BAENEN-SERVED AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION - END DATE 6/30/2020 LINDA M. ABRIOLA-ENGINEERING PROFESSOR -START DATE 9/01/2015,DEAN OF ENGINEERING-END DATE 8/31/2015 Form 990, Part XI, Line 9 Other changes in net assets or fund balances Consolidated Entities Revenue - -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; TUDC LLC 169 HOLLAND STREET SOMERVILLE MA 02144 043056113 REAL ESTATE DEVELOPMENT MA 1416416 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 CONSUMER PUBLISHING & MEDIA DE 3308413 2560956 TRUSTEES OF TUFTS COLLEGE AZULUNA BRANDS LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 AGRICULTURE MA -33470 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 169 HOLLAND STREET SOMERVILLE MA 02144 800754011 HEALTH AND WELLNESS SERVICES MA TRUSTEES OF TUFTS COLLEGE TAS Operations LLC 149 New Sweden Road Woodstock CT 06281 042103634 Veterinary Services CT 417862 Trustees of Tufts College Violet Road Holdings LLC 14 Capen Street Medford MA 02155 Agriculture KY 0 TRUSTEES OF TUFTS COLLEGE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 169 HOLLAND STREET SOMERVILLE MA 02144 043828582 RELIEF OF POOR & EDUCATION GRANTS MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP 14 Capen Street MEDFORD MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 169 HOLLAND STREET SOMERVILLE MA 02144 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE true TUFTS GLOBAL INC 169 HOLLAND STREET SOMERVILLE MA 02144 474543971 FOREIGN OPERATIONS SUPPORT ORGANIZATION MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true CIVIC EDUCATION FOUNDATION 169 HOLLAND ST ATTN TAX DEPT SOMERVILLE MA 02144 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 Trustees of Tufts College true JM HOLDINGS INC 169 HOLLAND STREET SOMERVILLE MA 02144 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation 35597 1 true PERPETUAL TRUSTS - (8) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUSTS - (26) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUSTS - (5) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false TUFTS UNIVERSITY CHARITABLE TRUST 169 HOLLAND ST ATTN TAX DEPT SOMERVILLE MA 02144 516581922 SUPPORT HK TRUSTEES OF TUFTS COLLEGE Trust 36000 232658 1.00 true BRAINGATE INC 169 Holland Street Somerville MA 02144 475489178 Patent Holdings MA TRUSTEES OF TUFTS COLLEGE C Corporation 119378 1 true true true true true false false false false true false true true true true true true true true true WALNUT HILL PROPERTIES CORP D 12192673 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 1480149 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 233498 FAIR MARKET VALUE TUFTS GLOBAL INC M 943956 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST Q 733000 FAIR MARKET VALUE TUFTS SHARED SERVICES M 5087000 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC L 608956 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC Q 776572 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST L 798000 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP I 1045046 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC C 232962 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP M 66613 FAIR MARKET VALUE TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST L 339324 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP P 448924 FAIR MARKET VALUE TUDC LLC S 1416416 FAIR MARKET VALUE Schedule R, Part IV, Column (a) TRUSTS THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN FLORIDA AND MASSACHUSETTS. Trustees of Tufts College 169 Holland Street Attn Tax Dept Somerville MA 02144 042103634 X 0 457136 457136 1061404016 1061861152 1000000 250000 0 0 0 THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 043828582 0 0 0 836000 836000 150400 37600 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON STREET BOX 821 BOSTON MA 02111 237000827 0 0 0 29596267 29596267 1000000 250000 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 12482188 12482188 774109 193527 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 2970884 2970884 298544 74636 0 0 0 TUFTS GLOBAL INC 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 474543971 0 0 0 968330 968330 170250 42562 0 0 0