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TRUSTEES OF BOSTON UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF BOSTON UNIVERSITY (EIN 04-2103547)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202131349349306623
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T16:03:33-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103547EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN J HOWARDPersonNm
Person TitleSVP, CFO,& TREASURERPersonTitleTxt
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARILYN FARLEYPreparerPersonNm
PTINP01231800PTIN
Phone6179881000PhoneNum
Preparation2021-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT A BROWN PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SILBER WAYAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,137,481,005GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.bu.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee27760TotalEmployeeCnt
Total Volunteers1100TotalVolunteersCnt
Total Gross UBI$14,870,148TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$523,093,884PYContributionsGrantsAmt
CY Contributions Grants$572,381,320CYContributionsGrantsAmt
PY Program Service Revenue$1,960,355,521PYProgramServiceRevenueAmt
CY Program Service Revenue$1,918,259,897CYProgramServiceRevenueAmt
PY Investment Income$141,935,457PYInvestmentIncomeAmt
CY Investment Income$83,863,541CYInvestmentIncomeAmt
PY Other Revenue$36,123,706PYOtherRevenueAmt
CY Other Revenue$41,354,087CYOtherRevenueAmt
PY Total Revenue$2,661,508,568PYTotalRevenueAmt
CY Total Revenue$2,615,858,845CYTotalRevenueAmt
PY Grants And Similar Paid$571,374,112PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$639,854,660CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,196,804,521PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,237,039,914CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$123,321PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$143,197CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,557,250CYTotalFundraisingExpenseAmt
PY Other Expenses$660,600,708PYOtherExpensesAmt
CY Other Expenses$628,214,377CYOtherExpensesAmt
PY Total Expenses$2,428,902,662PYTotalExpensesAmt
CY Total Expenses$2,505,252,148CYTotalExpensesAmt
PY Revenues Less Expenses$232,605,906PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$110,606,697CYRevenuesLessExpensesAmt
Total Assets BOY$7,019,919,366TotalAssetsBOYAmt
Total Assets EOY$7,207,997,851TotalAssetsEOYAmt
Total Liabilities BOY$2,887,510,634TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,010,163,782TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,132,408,732NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,197,834,069NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,483,681,613ExpenseAmt
Grant$534,452,663GrantAmt
Revenue$1,624,826,840RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$337,925,826ExpenseAmt
Grant$105,401,997GrantAmt
Revenue$23,511,317RevenueAmt
DescRESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$289,965,136ExpenseAmt
Revenue$269,921,740RevenueAmt
DescAUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF AND ALUMNI.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$157,830,706TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,269,403,281TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl 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
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document40236IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee27760EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGILLIAN EMMONSPersonNm
Phone6173532290PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROBERT A BROWN
PRESIDENT55.01.0Yes (X)Yes (X)$1,602,979$0$503,782
TONY TANNOURY
PROFESSOR & PHYSICIAN0.055.0$0$1,703,278$157,349Yes (X)
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON55.00.0$1,478,966$0$57,737Yes (X)
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER55.00.0$1,186,353$0$33,212Yes (X)
JEAN MORRISON
UNIVERSITY PROVOST55.00.0$813,315$0$314,261Yes (X)
WILLIAM CREEVY
PROFESSOR & PHYSICIAN0.055.0$0$1,062,807$58,310Yes (X)
ANDREW STEIN
PROFESSOR & PHYSICIAN0.055.0$0$1,048,880$58,257Yes (X)
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST55.04.0$937,573$0$32,915Yes (X)
TODD L C KLIPP
FMR SR VP, SR COUNS, SEC7.00.0$760,245$0$19,663Yes (X)
GARY W NICKSA
SR VP FOR OPERATIONS55.01.0$590,825$0$58,550Yes (X)
ERIKA GEETTER
SR VP, GEN COUNSEL, BOARD SEC55.00.0Yes (X)$610,953$0$37,072
MARTIN J HOWARD
SR VP, CFO, & TREASURER55.01.0Yes (X)$582,139$0$35,232
CATALDO W LEONE
TRUSTEE & PROF (UNTIL 5/30/20)55.00.0Yes (X)$290,652$0$60,705
EILEEN O'KEEFE
TRUSTEE & PROF (AS OF 6/1/20)55.00.0Yes (X)$130,004$0$35,936
KENNETH J FELD
CHAIR3.00.0Yes (X)$0$0$0
J KENNETH MENGES JR
TRUSTEE-VCHAIR (UNTIL 9/20/19)3.00.0Yes (X)$0$0$0
RICHARD D REIDY
TRUSTEE - VICE CHAIR3.00.0Yes (X)$0$0$0
CARLA E MEYER
TRUSTEE - VICE CHAIR3.00.0Yes (X)$0$0$0
RYAN K ROTH GALLO
TRUSTEE-VCHAIR (AS OF 9/20/19)3.00.0Yes (X)$0$0$0
WILLIAM D BLOOM
TRUSTEE3.00.0Yes (X)$0$0$0
RICHARD D COHEN
TRUSTEE3.00.0Yes (X)$0$0$0
CYNTHIA R COHEN
TRUSTEE (AS OF 9/20/19)3.00.0Yes (X)$0$0$0
JONATHAN R COLE
TRUSTEE3.00.0Yes (X)$0$0$0
SHAMIM A DAHOD
TRUSTEE3.00.0Yes (X)$0$0$0
NATHANIEL DALTON
TRUSTEE3.00.0Yes (X)$0$0$0
SUDARSHANA DEVADHAR
TRUSTEE3.00.0Yes (X)$0$0$0
AHMASS L FAKAHANY
TRUSTEE3.00.0Yes (X)$0$0$0
MAURICE R FERRE
TRUSTEE3.00.0Yes (X)$0$0$0
SANDRA A FRAZIER
TRUSTEE3.00.0Yes (X)$0$0$0
MICHAEL D FRICKLAS
TRUSTEE (AS OF 9/20/19)3.00.0Yes (X)$0$0$0
CAROL N FULP
TRUSTEE (UNTIL 9/20/19)3.00.0Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE3.00.0Yes (X)$0$0$0
JOHN P HOWE III
TRUSTEE3.00.0Yes (X)$0$0$0
STEPHEN R KARP
TRUSTEE3.00.0Yes (X)$0$0$0
RAJEN A KILACHAND
TRUSTEE3.00.0Yes (X)$0$0$0
RANCH C KIMBALL
TRUSTEE3.00.0Yes (X)$0$0$0
ROBERT A KNOX
TRUSTEE3.00.0Yes (X)$0$0$0
ANDREW R LACK
TRUSTEE3.00.0Yes (X)$0$0$0
KEVIN MERIDA
TRUSTEE3.00.0Yes (X)$0$0$0
JANE MONCREIFF
TRUSTEE (AS OF 9/20/19)3.00.0Yes (X)$0$0$0
RUTH A MOORMAN
TRUSTEE3.00.0Yes (X)$0$0$0
ALICIA C MULLEN
TRUSTEE3.00.0Yes (X)$0$0$0
PETER T PAUL
TRUSTEE (UNTIL 9/20/19)3.00.0Yes (X)$0$0$0
JACQUES P PEROLD
TRUSTEE (UNTIL 9/20/19)3.00.0Yes (X)$0$0$0
CA LANCE PICCOLO
TRUSTEE3.00.0Yes (X)$0$0$0
ALLEN I QUESTROM
TRUSTEE3.00.0Yes (X)$0$0$0
SHARON G RYAN
TRUSTEE3.00.0Yes (X)$0$0$0
SD SHIBULAL
TRUSTEE3.00.0Yes (X)$0$0$0
RICHARD SHIPLEY
TRUSTEE3.00.0Yes (X)$0$0$0
HUGO X SHONG
TRUSTEE (UNTIL 9/20/19)3.00.0Yes (X)$0$0$0
KENNETH Z SLATER
TRUSTEE3.00.0Yes (X)$0$0$0
MALEK SUKKAR
TRUSTEE3.00.0Yes (X)$0$0$0
NINA C TASSLER
TRUSTEE3.00.0Yes (X)$0$0$0
ANDREA L TAYLOR
TRUSTEE3.00.0Yes (X)$0$0$0
ELIZABETH C THORS
TRUSTEE3.00.0Yes (X)$0$0$0
PETER WEXLER
TRUSTEE3.00.0Yes (X)$0$0$0
STEPHEN M ZIDE
TRUSTEE3.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,984,004TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,814,965TotReportableCompRltdOrgAmt
Total Other Compensation$1,462,981TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3419IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Shawmut Woodworking Supply Inc
560 Harrison AvenueBostonMA02118Construction$60,988,609
Walsh Brothers Incorporated
210 Commercial StreetBostonMA02109Construction$31,670,155
ARAMARK Food and Support Services I
775 Commonwealth AvenueBostonMA02215Food Services$25,772,250
Chapman ConstructionDesign Company
84 Winchester StreetNewtonMA02461Construction$12,592,556
Suffolk Construction Company Inc
65 Allerton StreetBostonMA02119Construction$8,172,239
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K364CntrctRcvdGreaterThan100KCnt
Fundraising$753,176FundraisingAmt
Government Grants$378,265,743GovernmentGrantsAmt
All Other Contributions$193,362,401AllOtherContributionsAmt
Noncash Contributions$12,404,741NoncashContributionsAmt
Total Contributions$572,381,320TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$1,624,826,840$1,624,826,840
AUX SALES & SERVICES900099$269,921,740$269,921,740
NON-GOVERNMENT GRANTS900099$23,511,317$23,511,317
FieldValueIRS element (for citing)
Total Program Service Revenue$1,918,259,897TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,797,720TotalRevenueColumnAmt
Unrelated Business Revenue-$2,039,624UnrelatedBusinessRevenueAmt
Exclusion$40,837,344ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,937TotalRevenueColumnAmt
Exclusion$25,937ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,656,936TotalRevenueColumnAmt
Exclusion$1,656,936ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$33,297,616RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$9,936,978RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$23,360,638RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,360,638TotalRevenueColumnAmt
Exclusion$23,360,638ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,555,478,562SecuritiesAmt
Other$580,339OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,510,411,017SecuritiesAmt
Other$608,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,067,545SecuritiesAmt
Other-$27,661OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,039,884TotalRevenueColumnAmt
Unrelated Business Revenue$865,259UnrelatedBusinessRevenueAmt
Exclusion$44,174,625ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$958,165FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$753,176ContriRptFundraisingEventAmt
Fundraising Direct Expenses$666,165FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$292,000TotalRevenueColumnAmt
Exclusion$292,000ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
RENTAL AND LEASING530000$13,558,633$13,558,633
PARKING810000$1,078,065$1,078,065
FITNESS AND RECREATIONAL SPORT CENTER710000$955,850$955,850

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$451,965TotalRevenueColumnAmt
Unrelated Business Revenue$451,965UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,044,513OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,615,858,845TotalRevenueColumnAmt
Related Or Exempt Func Income$1,918,259,897RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,870,148UnrelatedBusinessRevenueAmt
Exclusion$110,347,480ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$91,216,890TotalAmt
Program Services$91,216,890ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$519,541,187TotalAmt
Program Services$519,541,187ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$29,096,583TotalAmt
Program Services$29,096,583ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,162,445TotalAmt
Program Services$4,965,250ProgramServicesAmt
Management And General$556,650ManagementAndGeneralAmt
Fundraising$640,545FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$352,472TotalAmt
Program Services$352,472ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$959,595,104TotalAmt
Program Services$845,403,287ProgramServicesAmt
Management And General$94,999,915ManagementAndGeneralAmt
Fundraising$19,191,902FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$81,742,188TotalAmt
Program Services$72,014,867ProgramServicesAmt
Management And General$8,092,477ManagementAndGeneralAmt
Fundraising$1,634,844FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$111,653,602TotalAmt
Program Services$98,366,823ProgramServicesAmt
Management And General$11,053,707ManagementAndGeneralAmt
Fundraising$2,233,072FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$77,534,103TotalAmt
Program Services$68,307,545ProgramServicesAmt
Management And General$7,675,876ManagementAndGeneralAmt
Fundraising$1,550,682FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,431,061TotalAmt
Management And General$3,431,061ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,045,943TotalAmt
Management And General$1,045,943ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$472,931TotalAmt
Program Services$472,931ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$143,197TotalAmt
Fundraising$143,197FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,197,479TotalAmt
Management And General$2,197,479ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,820,125TotalAmt
Program Services$100,226,213ProgramServicesAmt
Management And General$23,345,490ManagementAndGeneralAmt
Fundraising$1,248,422FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,740,178TotalAmt
Program Services$10,131,774ProgramServicesAmt
Management And General$93,921ManagementAndGeneralAmt
Fundraising$1,514,483FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,594,540TotalAmt
Program Services$35,779,414ProgramServicesAmt
Management And General$5,026,155ManagementAndGeneralAmt
Fundraising$1,788,971FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,677,000TotalAmt
Program Services$33,300,897ProgramServicesAmt
Management And General$5,298,749ManagementAndGeneralAmt
Fundraising$77,354FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$807,605TotalAmt
Program Services$807,605ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$181,932,440TotalAmt
Program Services$159,918,615ProgramServicesAmt
Management And General$22,013,825ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,234,189TotalAmt
Program Services$24,238,428ProgramServicesAmt
Management And General$1,062,134ManagementAndGeneralAmt
Fundraising$1,933,627FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,880,740TotalAmt
Program Services$8,637,298ProgramServicesAmt
Management And General$1,009,863ManagementAndGeneralAmt
Fundraising$2,233,579FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$133,265,598TotalAmt
Program Services$126,069,255ProgramServicesAmt
Management And General$7,196,343ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,897,749TotalAmt
Program Services$3,108,114ProgramServicesAmt
Management And General$2,789,635ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESEARCH & LAB SUPPLIES$29,313,104$29,313,104
DUES & MEMBERSHIPS$7,762,524$4,735,139$2,996,335$31,050
BOOKS & PERIODICALS$2,135,453$2,135,453
EDUCATIONAL SERVICES$667,699$667,699

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,338,019TotalAmt
Program Services$596,438ProgramServicesAmt
Management And General$1,406,059ManagementAndGeneralAmt
Fundraising$335,522FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,505,252,148TotalAmt
Program Services$2,269,403,281ProgramServicesAmt
Management And General$201,291,617ManagementAndGeneralAmt
Fundraising$34,557,250FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$361,541,823BOYAmt
EOY$722,089,809EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$226,307,320BOYAmt
EOY$218,845,488EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$230,328,095BOYAmt
EOY$220,620,126EOYAmt

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$8,782,003BOYAmt
EOY$9,352,336EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,481,184BOYAmt
EOY$81,536,163EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,636,634,304LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,871,724,677LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,723,655,359BOYAmt
EOY$2,764,909,627EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,695,508,862BOYAmt
EOY$1,245,867,940EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,635,498,179BOYAmt
EOY$1,844,243,689EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,816,541BOYAmt
EOY$100,532,673EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,019,919,366BOYAmt
EOY$7,207,997,851EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$239,551,185BOYAmt
EOY$243,577,195EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$292,148,616BOYAmt
EOY$277,895,145EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,099,605,000BOYAmt
EOY$1,083,400,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$584,472,702BOYAmt
EOY$687,479,109EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$671,733,131BOYAmt
EOY$717,812,333EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,887,510,634BOYAmt
EOY$3,010,163,782EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,412,769,663BOYAmt
EOY$2,421,943,141EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,719,639,069BOYAmt
EOY$1,775,890,928EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,132,408,732BOYAmt
EOY$4,197,834,069EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,019,919,366BOYAmt
EOY$7,207,997,851EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$110,606,697ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$102,074,022NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$147,255,382OtherChangesInNetAssetsAmt
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$432,431,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$539,254,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$514,583,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$523,093,884CurrentTaxYearMinus1YearAmt
Current Tax Year$572,381,320CurrentTaxYearAmt
Total$2,581,743,889TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$432,431,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$539,254,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$514,583,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$523,093,884CurrentTaxYearMinus1YearAmt
Current Tax Year$572,381,320CurrentTaxYearAmt
Total$2,581,743,889TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$47,259,231SubstantialContributorsTotAmt
Public Support Total170$2,534,484,658PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,109,891CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,240,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,772,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,446,337CurrentTaxYearMinus1YearAmt
Current Tax Year$75,817,833CurrentTaxYearAmt
Total$451,387,280TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,698,313CurrentTaxYearMinus4YearsAmt
Total$1,698,313TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,034,829,482TotalSupportAmt
Gross Receipts Rltd Activities$9,056,748,736GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83513PublicSupportCY170Pct
Public Support PY1700.82230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$718,660DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Total Lobbying Expenditures$718,660TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,593,186,499BeginningYearBalanceAmt
Contributions$160,802,323ContributionsAmt
Investment Earnings Or Losses$211,456,207InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,591,210GrantsOrScholarshipsAmt
Other Expenditures$39,762,970OtherExpendituresAmt
Administrative Expenses$6,937,967AdministrativeExpensesAmt
End Year Balance$1,901,152,882EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,576,594,417BeginningYearBalanceAmt
Contributions$107,883,764ContributionsAmt
Investment Earnings Or Losses-$33,644,386InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,360,403GrantsOrScholarshipsAmt
Other Expenditures$35,000,932OtherExpendituresAmt
Administrative Expenses$6,285,961AdministrativeExpensesAmt
End Year Balance$1,593,186,499EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43500BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27900TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$146,436,331InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,542,902,975OtherCostOrOtherBasisAmt
Depreciation$1,376,386,308DepreciationAmt
Book Value$2,312,952,998BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$54,191,980InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$36,320,714OtherCostOrOtherBasisAmt
Depreciation$54,818,936DepreciationAmt
Book Value$35,693,758BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,334,294InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$377,252,503OtherCostOrOtherBasisAmt
Depreciation$231,392,280DepreciationAmt
Book Value$147,194,517BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$261,004,803OtherCostOrOtherBasisAmt
Depreciation$209,127,153DepreciationAmt
Book Value$51,877,650BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,764,909,627TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVES-HEDGE$674,619,644F
ALTERNATIVES-NATURAL RESOURCES$59,444,617F
ALTERNATIVES-PRIVATE$600,862,995F
NON-MARKETABLE ALTERNATIVES$11,807,174F
ALTERNATIVES - REAL ESTATE$444,798,460F
RESIDUAL ASSET NOTE RECEIVABLE$52,710,799F
FieldValueIRS element (for citing)
Total Book Value Securities$1,844,243,689TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$7,645,170
FINANCE LEASE OBLIGATION$81,066,348
OPERATING LEASE OBLIGATION$103,748,037
RESIDUAL ASSET NOTE OBLIGATION$16,014,379
FEDERAL PERKINS LOAN ADVANCES$34,011,471
COND. ASSET RETIREMENT OBLIGATION$12,808,161
POST-RETIREMENT OBLIGATION$1,689,000
FV OF INT. RATE EXCHANGE AGREEMENTS$460,829,767
FieldValueIRS element (for citing)
Total Liability$717,812,333TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1ATHE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS ON THE STATEMENT IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS RELEASES FROM TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS HAD BEEN RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
SCHEDULE D, PART III, LINE 4THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A DEACCESSION POLICY REQUIRING THAT PROCEEDS FROM THE DISPOSITION OF AN OBJECT BE USED TO SUPPORT THE PRESERVATION AND DEVELOPMENT OF THE UNIVERSITY'S COLLECTIONS.
SCHEDULE D, PART V, LINE 2ENDOWMENT FUNDS THE UNIVERSITY HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE YEAR ENDING 06/30/2020 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS OR NET ASSETS WITH DONOR RESTRICTIONS.
SCHEDULE D, PART V, LINE 4THE ENDOWMENT FUND PROVIDES THE UNIVERSITY WITH THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, TO SUPPORT INCREASED FINANCIAL AID, TO HIRE ADDITIONAL FACULTY, AND TO BUILD OR UPDATE FACILITIES. IT ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY DEPARTMENTS, PROGRAMS, AND SCHOLARSHIPS, AND HELPS STEM RISES IN TUITION BY SUPPORTING UNIVERSITY OPERATIONS THAT ARE OTHERWISE PAID FOR WITH STUDENT TUITION AND FEES.
SCHEDULE D, PART X, LINE 2THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. NO PROVISION FOR FEDERAL INCOME TAXES DUE WAS RECORDED AS OF JUNE 30, 2020 AND 2019. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BOSTON UNIVERSITY PROHIBITS DISCRIMINATION AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY SERVICE, PREGNANCY OR PREGNANCY-RELATED CONDITION, OR BECAUSE OF MARITAL, PARENTAL, OR VETERAN STATUS. THIS POLICY EXTENDS TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, FINANCIAL ASSISTANCE, EDUCATIONAL AND ATHLETIC PROGRAMS, HOUSING, EMPLOYMENT, COMPENSATION, EMPLOYEE BENEFITS, AND THE PROVIDING OF, OR ACCESS TO, UNIVERSITY SERVICES OR FACILITIES. BOSTON UNIVERSITY RECOGNIZES THAT NON-DISCRIMINATION DOES NOT ENSURE THAT EQUAL OPPORTUNITY IS A REALITY. ACCORDINGLY, THE UNIVERSITY WILL CONTINUE TO TAKE AFFIRMATIVE ACTION TO ACHIEVE EQUAL OPPORTUNITY THROUGH RECRUITMENT, OUTREACH, AND INTERNAL REVIEWS OF POLICIES AND PRACTICES. INQUIRIES REGARDING THE APPLICATION OF THIS POLICY SHOULD BE ADDRESSED TO THE EXECUTIVE DIRECTOR OF EQUAL OPPORTUNITY, 888 COMMONWEALTH AVE, THIRD FLOOR, BOSTON, MA 02115 (617-353-9286). THE UNIVERSITY'S NONDISCRIMINATION POLICY IS ON THE UNIVERSITY WEBSITE, WWW.BU.EDU.
SCHEDULE E, PART I, LINE 6ABOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS INCLUDING THE FEDERAL PELL GRANT PROGRAM AND THE FEDERAL WORK STUDY PROGRAM; IN ADDITION THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT. THE UNIVERSITY ALSO RECEIVED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) USED FOR EMERGENCY FINANCIAL AID GRANTS TO STUDENTS UNDER THE 18004(A)(1) CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT)

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (52 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtEmployeeEmployeeCntOfficesOfficesCnt
East Asia and the PacificFundraising$284,283
Europe (Including Iceland and Greenland)Fundraising$99,223
South AmericaFundraising$60
South AsiaFundraising$3,429
Central America and the CaribbeanGrantmaking$144,180
East Asia and the PacificGrantmaking$218,806
Europe (Including Iceland and Greenland)Grantmaking$11,721,790
Middle East and North AfricaGrantmaking$68,162
North AmericaGrantmaking$39,714
South AmericaGrantmaking$50,372
South AsiaGrantmaking$574,349
Sub-Saharan AfricaGrantmaking$1,367,734
Central America and the CaribbeanProgram Services$204,552Research
East Asia and the PacificProgram Services$1,043,653Research5
Europe (Including Iceland and Greenland)Program Services$1,883,117Research11
Middle East and North AfricaProgram Services$65,581Research
North AmericaProgram Services$310,506Research3
Russia and the Newly Independent StatesProgram Services$27,274Research
South AmericaProgram Services$58,258Research
South AsiaProgram Services$167,866Research21
Sub-Saharan AfricaProgram Services$1,407,258Research2
Central America and the CaribbeanProgram Services$117,589Seminars
East Asia and the PacificProgram Services$717,050Seminars
Europe (Including Iceland and Greenland)Program Services$1,137,192Seminars
Middle East and North AfricaProgram Services$106,134Seminars
North AmericaProgram Services$336,663Seminars
South AmericaProgram Services$154,057Seminars
South AsiaProgram Services$130,899Seminars
Sub-Saharan AfricaProgram Services$159,128Seminars
Russia and the Newly Independent StatesProgram Services$20,857Seminars
East Asia and the PacificProgram Services$6,134,725Study Abroad414
Europe (Including Iceland and Greenland)Program Services$25,878,716Study Abroad20015
Middle East and North AfricaProgram Services$241,340Study Abroad
Central America and the CaribbeanProgram Services$75,528Study Abroad
South AmericaProgram Services$520,946Study Abroad3
South AsiaProgram Services$184,770Study Abroad
Sub-Saharan AfricaProgram Services$82,330Study Abroad
North AmericaProgram Services$751Study Abroad
East Asia and the PacificInvestments$4,640,364
Europe (Including Iceland and Greenland)Investments$55,184,215
South AsiaInvestments$9,997,532
North AmericaInvestments$12,765,213
South AmericaInvestments$9,325,877
Central America and the CaribbeanInvestments$522,844,971
Sub-Saharan AfricaInvestments$2,219,829
Middle East and North AfricaInvestments$960
Europe (Including Iceland and Greenland)Program Services$11,740,043Student Financial Aid
Sub-Saharan AfricaProgram Services$18,655Student Financial Aid
East Asia and the PacificProgram Services$2,499,048Student Financial Aid
Middle East and North AfricaProgram Services$131,710Student Financial Aid
North AmericaProgram Services$104,650Student Financial Aid
South AmericaProgram Services$417,370Student Financial Aid
FieldValueIRS element (for citing)
Subtotal Employees19SubtotalEmployeesCnt
Continuation Total Office20ContinuationTotalOfficeCnt
Continuation Total Employee248ContinuationTotalEmployeeCnt
Total Office20TotalOfficeCnt
Total Employee267TotalEmployeeCnt
Subtotal Spent$18,079,511SubtotalSpentAmt
Continuation Spent$669,549,768ContinuationSpentAmt
Total Spent$687,629,279TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (40 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the CaribbeanRESEARCH$144,180WIRE
East Asia and the PacificRESEARCH$95,370WIRE
East Asia and the PacificRESEARCH$51,486WIRE
East Asia and the PacificRESEARCH$39,111WIRE
East Asia and the PacificRESEARCH$32,839WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,918,804WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,893,009WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,440,875WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,421,444WIRE
Europe (Including Iceland and Greenland)RESEARCH$1,321,709WIRE
Europe (Including Iceland and Greenland)RESEARCH$837,632WIRE
Europe (Including Iceland and Greenland)RESEARCH$702,756WIRE
Europe (Including Iceland and Greenland)RESEARCH$358,937WIRE
Europe (Including Iceland and Greenland)RESEARCH$336,236WIRE
Europe (Including Iceland and Greenland)RESEARCH$253,045WIRE
Europe (Including Iceland and Greenland)RESEARCH$249,509WIRE
Europe (Including Iceland and Greenland)RESEARCH$248,594WIRE
Europe (Including Iceland and Greenland)RESEARCH$174,428WIRE
Europe (Including Iceland and Greenland)RESEARCH$158,322WIRE
Europe (Including Iceland and Greenland)RESEARCH$148,965WIRE
Europe (Including Iceland and Greenland)RESEARCH$87,047WIRE
Europe (Including Iceland and Greenland)RESEARCH$49,988WIRE
Europe (Including Iceland and Greenland)RESEARCH$38,281WIRE
Europe (Including Iceland and Greenland)RESEARCH$26,971WIRE
Europe (Including Iceland and Greenland)RESEARCH$20,375WIRE
Europe (Including Iceland and Greenland)RESEARCH$19,652WIRE
Europe (Including Iceland and Greenland)RESEARCH$15,209WIRE
Middle East and North AfricaRESEARCH$68,162WIRE
North AmericaRESEARCH$25,169CHECK
North AmericaRESEARCH$14,545CHECK
South AmericaRESEARCH$50,372WIRE
South AsiaRESEARCH$417,458WIRE
South AsiaRESEARCH$92,725WIRE
South AsiaRESEARCH$56,816WIRE
South AsiaRESEARCH$7,351WIRE
Sub-Saharan AfricaRESEARCH$892,079WIRE
Sub-Saharan AfricaRESEARCH$423,753WIRE
Sub-Saharan AfricaRESEARCH$21,276WIRE
Sub-Saharan AfricaRESEARCH$19,199WIRE
Sub-Saharan AfricaRESEARCH$11,427WIRE
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org17TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Student Financial AidEast Asia and the Pacific163$2,499,048tuitioncost
Student Financial AidEurope (Including Iceland and Greenland)707$11,740,043tuitioncost
Student Financial AidMiddle East and North Africa5$131,710tuitioncost
Student Financial AidNorth America4$104,650tuitioncost
Student Financial AidSouth America23$417,370tuitioncost
Student Financial AidSub-Saharan Africa5$18,655tuitioncost
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL DOMESTIC AND FOREIGN SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS IS VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE. BOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES.
Schedule F, Part I, Line 3THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA. GRANT MAKING ACTIVITIES CONSIST OF RESEARCH GRANTS TO SUBRECIPIENTS.

Schedule 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 (2 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
Greater Public
Fundraising Consultantfalse$133,697
HBT Inc
Fundraising Consultantfalse$9,500
FieldValueIRS element (for citing)
Total Retained By Contractors$143,197TotalRetainedByContractorsAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WBUR ValentineEvent1Nm
Gross Receipts Event1$1,014,263GrossReceiptsEvent1Amt
Charitable Contri Event1$56,098CharitableContriEvent1Amt
Gross Revenue Event1$958,165GrossRevenueEvent1Amt
Food And Beverage Event1$4,437FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$604,416OtherDirectExpensesEvent1Amt
Event2Pub Radio GalaEvent2Nm
Gross Receipts Event2$615,643GrossReceiptsEvent2Amt
Charitable Contri Event2$615,643CharitableContriEvent2Amt
Non Cash Prizes Event2$17,642NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,452RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$26,727OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$81,435GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$81,435CharitableContriOtherEventsAmt
Oth Direct Expnss Other Events$4,491OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,711,341GrossReceiptsTotalAmt
Charitable Contributions Tot$753,176CharitableContributionsTotAmt
Gross Revenue Total Events$958,165GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,642NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,452RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,437FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$635,634OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$666,165DirectExpenseSummaryEventsAmt
Net Income Summary$292,000NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (275 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
Abt Associates Inc
10 Fawcett StreetCambridgeMA02138422347643$217,208Research RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH R
Advanced Building Analysis LLC
2 Woodlawn StreetAmesburyMA01913263486448$32,614RESEARCH Research
Albany Medical College
47 New Scotland Ave Office of AdmAlbanyNY12208141338310$38,534RESEARCH Research501 C 3
American Academy of Pediatrics
PO Box 776442ChicagoIL60677362275597$235,597RESEARCH Research501 C 3PO Box 1388
American College of Radiology
1891 Preston White DriveRestonVA20191362261602$656,920RESEARCH Research501 C 3
Amicrobe Inc
3142 Tiger Run Court Suite 101CarlsbadCA92010274438018$883,179RESEARCH Research
Ann & Robert H Lurie Childrens Hospital
225 E Chicago Ave Box 271ChicagoIL60611362170833$166,806RESEARCH Research501 C 36th Floor
Arizona State University
PO Box 876011TempeAZ85287860196696$32,710RESEARCH ResearchState Govt
Association of Maternal & Child Health
1825 K Street NWWashingtonDC20006521529448$25,115RESEARCH Research501 C 3
Augusta University Research Institute
PO Box 945552AtlantaGA30394581418202$41,689RESEARCH Research501 C 3
Austin Speech Labs
7800 Shoal Creek BlvdAustinTX78757262137242$27,825RESEARCH Research501 C 3
Banner Health
901 E Willetta StreetPhoenixAZ85006450233470$20,404RESEARCH Research501 C 3
Battelle Memorial Institute
Dept L 998ColumbusOH43260314379427$37,814RESEARCH Research501 C 3
Bay Area Bioscience Center
701 Gateway BlvdS San FranciscoCA94080943118621$126,077RESEARCH Research501 C 3
Baylor College of Medicine
PO Box 301207DallasTX75303741613878$151,232RESEARCH Research501 C 3
BB100 LLC
242 Broadway Suite 101SchnectadyNY12305823986915$947,379RESEARCH Research
Bedford VA Research Corporation Inc
200 Springs RdBedfordMA01730043512440$86,811RESEARCH Research501 C 3
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881$525,250RESEARCH Research501 C 3
BMSEED LLC
1440 East Northshore DriveTempeAZ85283462005445$39,230RESEARCH Research2nd FL Grants Adm
Board of Regents Univ of Nevada
1664 N Virginia St MS 0124RenoNV89557886000024$21,999RESEARCH ResearchState Govt
Board of Trustees of the Leland Stanford
PO Box 44253San FranciscoCA94144941156365$695,148RESEARCH Research501 C 3
Boston Health Care for the Homeless
780 Albany StreetBostonMA02118043160480$24,579RESEARCH Research501 C 3
Boston Housing Authority
52 Chauncy StBostonMA02111046001907$15,612RESEARCH ResearchLocal Govt
Boston Medical Center
660 Harrison AveBostonMA02118043314093$2,065,676RESEARCH Research501 C 3
Boston University Psychiatry Association
85 E Newton StBostonMA02118043355267$93,481RESEARCH Research501 C 3
Boston VA Research Institute Inc
5 Post Office SqBostonMA02109043081524$103,234RESEARCH Research501 C 3
Bowdoin College
5400 College StationsBrunswickME04011010215213$34,716RESEARCH Research501 C 3
Brandeis University
415 South St MS 110WalthamMA02454042103552$159,760RESEARCH Research501 C 3
Bronx Veterans Medical Research Foundation
130 West Kingsbridge RoadBronxNY10468133699250$57,148RESEARCH Research501 C 3
Brooklyn Bureau of Community Service
151 Lawrence St 4th FlBrooklynNY11201111630780$15,835RESEARCH Research501 C 3
Brown University
69 Brown St 2nd FlProvidenceRI02912050258809$548,137RESEARCH Research501 C 3
Bugworks Research Inc
41635 Joyce AveFremontCA94539464722591$3,314,715RESEARCH Research
Butler Hospital
350 Duncan DrProvidenceRI02906050258812$94,074RESEARCH Research501 C 3
Cardiovascular Engineering Inc
1 Edgewater DriveNorwoodMA02062043428135$213,941RESEARCH Research
Carnegie Mellon University
PO Box 371032PittsburghMA15250250969449$119,636RESEARCH Research501 C 3Suite 300
Casa Esperanza Inc
302 Eustis StreetRoxburyMA02119222525437$49,212RESEARCH Research501 C 3
CHILDRENS HOSPITAL COLORADO
13123 E 16th AveAuroraCO80045840166760$50,603RESEARCH Research501 C 3
Childrens Hospital Corporation
PO Box 414413BostonMA02241042774441$1,519,165RESEARCH Research501 C 3
Childrens Hospital of Wisconsin Inc
9000 W Wisconsin AveMilwaukeeWI53226390812532$107,342RESEARCH Research501 C 3
Childrens Research Institute
801 Roeder Rd 500Silver SpringMD20910521654453$176,279RESEARCH Research501 C 3
Circle Inc
PO Box 652BarreVT05641030331147$37,685RESEARCH Research501 C 3Mail Stop BP451
Claremont Graduate University
150 E Tenth StreetClaremontCA91711951664100$7,336RESEARCH Research501 C 3
Cleveland Clinic Foundation
PO Box 931562ClevelandOH44193340714585$124,971RESEARCH Research501 C 3
Clinton Health Access Initiative Inc
383 Dorchester Ave Ste 400BostonMA02127271414646$85,015RESEARCH Research501 C 3
CODMAN SQUARE HEALTH CENTER INC
637 Washington StreetDorchesterMA02124042678774$56,830RESEARCH Research501 C 3VAMC 518
Colorado Department of Public Health
4300 Cherry Creek Dr SouthDenverCO80246840644739$64,868RESEARCH ResearchSTATE GOVTSuite 300
Colorado Seminary
PO Box 911811 OSPDenverCO80291840404231$45,895RESEARCH Research501 C 3
Commonwealth of Kentucky Cabinet for Health
310 Whittington PkwyLouisvilleKY40222616001481$16,162RESEARCH ResearchState Govt
Contrafect Corp
28 Wells Ave 3rd FlYonkersNY10701392072586$1,423,571RESEARCH Research
Cornell University
PO Box 22IthacaNY14851150532082$237,880RESEARCH Research501 C 3
Curza Global LLC
650 Komas DriveSalt Lake CityUT84108800908094$574,105RESEARCH Research
Dana-Farber Cancer Institute Inc
450 Brookline AveBostonMA02215042263040$212,107RESEARCH Research501 C 3
Dartmouth-Hitchcock Clinic
One Medical Center DriveLebanonNH03756222519596$15,488RESEARCH Research501 C 3
Day Zero Diagnostics Inc
127 Western AvenueAllstonMA02134812254210$846,404RESEARCH Research
Denver Research Institute
3401 Quebec St Ste 5000DenverCO80207841392442$167,925RESEARCH Research501 C 3MS 2E1
Drexel University
PO Box 95000PhiladelphiaPA19195231352630$74,505RESEARCH Research501 C 3
Duke University
PO Box 602651CharlotteNC28260560532129$657,817RESEARCH Research501 C 3
East Carolina University
2200 Scharles BlvdGreenvilleNC27858566000403$32,913RESEARCH ResearchState Govt
Eastman Kodak Company
PO Box 640350PittsburghPA15264160417150$25,000RESEARCH Research
Education Development Center Inc
43 Foundry AveWalthamMA02453042241718$37,045RESEARCH Research501 C 3
Educational Testing Service
PO Box 371986PittsburghPA15251210634479$193,076RESEARCH Research501 C 3
EMORY UNIVERSITY
PO Box 935084AtlantaGA31193580566256$277,670RESEARCH Research501 C 3
Endicott College
376 Hale StBeverlyMA01915042103567$63,542RESEARCH Research501 C 3
Entasis Therapeutics Inc
35 Gatehouse DriveWalthamMA02451473440942$2,133,520RESEARCH Research
Facile Therapeutics Inc
2708 Wemberly DriveBelmontCA94002820616802$73,823RESEARCH Research
Family Voices
110 Hartwell AveLexingtonMA02421850430800$20,598RESEARCH Research501 C 3
Florida International Univ BOT
11200 SW 8th StMiamiFL33199650177616$559,898RESEARCH Research501 C 3
Forge Therapeutics Inc
10578 Science Center DrSan DiegoCA92121800940055$3,436,899RESEARCH Research
Forsyth Dental Infirmary for Children
245 First StreetCambridgeMA02142042104230$328,837RESEARCH Research501 C 3
Franklin & Marshall College
PO Box 3003LancasterPA17604231352635$67,119RESEARCH Research501 C 3
Franklin Primary Health Center Inc
1303 DR MLK Jr AveMobileAL36603630695975$47,642RESEARCH Research501 C 3
General Electric Company
LB645044 500 1st AvePittsburghPA15219140689340$229,716RESEARCH Research
Georgetown University
Box 571164WashingtonDC20057530196603$23,090RESEARCH Research501 C 3
Georgia Tech Research Corporation
PO Box 100117AtlantaGA30384580603146$63,882RESEARCH Research501 C 3
Gillette Childrens Specialty Health
200 University Ave ESaint PaulMN55101363379150$159,662RESEARCH Research501 C 3
GreenRoots Inc
227 Marginal St Suite 1ChelseaMA02150812718273$6,000RESEARCH Research501 C 3
H Lee Moffitt Cancer Center and ResEARCH
PO Box 742801AtlantaGA30374592451713$17,951RESEARCH Research501 C 3
Health Management Associates Inc
120 N Washington SqLansingMI48933382599727$136,413RESEARCH Research501 C 3
Health Research Inc
150 Broadway Suite 560MenandsNY12204141402155$406,924RESEARCH Research501 C 3
Health Resources in Action Inc
2 Boylston StBostonMA02116042229839$6,000RESEARCH Research501 C 3
Hebrew Rehabilitation Center
1200 Centre StreetBostonMA02131042104298$13,663RESEARCH Research501 C 3
HelixBind Inc
181 Cedar Hill StMarlboroughMA01752461399706$617,078RESEARCH Research
Henry Ford Health System
One Ford PlaceDetroitMI48202381357020$36,851RESEARCH Research501 C 3
Herrera Consulting Group LLC
6123 Utah Ave NWWashingtronDC20015812848801$10,650RESEARCH Research
HJF Medical Research International
6720-A Rockledge DrBethesdaMD20817522322791$11,773RESEARCH Research501 C 3
Holyoke Health Center Inc
PO Box 6260 230 Maple StHolyokeMA01041042492730$185,708RESEARCH Research501 C 3
Icahn School of Medicine at Mount Sinai
1 Gustave Levy PlNew YorkNY10029136171197$489,823RESEARCH Research501 C 3
Impact Marketing and Communications
10219 Green HollySilver SpringMD20902161694206$121,270RESEARCH Research
Indiana University
PO Box 78000 Dept 78867DetroitMI48278356001673$415,182RESEARCH ResearchState Govt
Inhibrx Inc
11025 N Torrey Pines RdLa JollaCA92037824257312$3,136,374RESEARCH Research
Innovations for Poverty Action
101 Whitney AvenueNew HavenCT06510061660068$186,629RESEARCH Research501 C 3
Institute for Life Science Entrepreneurship
1000 Morris AveUnionNJ07083465632420$199,644RESEARCH Research501 C 3
Institute for Health and Recovery
349 BroadwayCambridgeMA02139043086647$123,720RESEARCH Research501 C 3
Integrated BioTherapeutics
4 Research CtRockvilleMD20850203052840$1,460,086RESEARCH Research
Jaeb Center for Health Research Foundation
15310 Amberly DrTampaFL33647593187624$6,484,948RESEARCH Research501 C 3
Johns Hopkins Univ Applied Physics
11100 Johns Hopkins RoadLaurelMD20723520595111$33,371RESEARCH Research501 C 3Rm G-547
Johns Hopkins University
12529 Collections Ctr DrChicagoIL60693520595110$733,485RESEARCH Research501 C 3
Kaiser Foundation Research Institute
1800 HARRISON STOAKLANDCA94612941105628$707,094RESEARCH Research501 C 3
Kansas State University
2323 Anderson AveManhattanKS66502480771751$45,398RESEARCH Research501 C 3
Klaris Corporation
9430 Research BlvdAustinTX78759824883088$1,875,863RESEARCH Research
Lahey Clinic Inc
41 Mall RoadBurlingtonMA01805042704683$85,851RESEARCH Research501 C 3
Legacy Community Health Services
PO Box 66308HoustonTX77266760009637$20,909RESEARCH Research501 C 3
Louisiana State University and Agriculture
6400 Perkins RdBaton RougeLA70816726000848$89,218RESEARCH ResearchState Govt
Lowell Observatory
1400 W Mars Hill RoadFlagstaffAZ86001860098918$11,015RESEARCH Research501 C 3
Lundquist Institute for Biomedical
1124 W Carson St Bld MRLTorranceCA90502952138184$303,205RESEARCH Research501 C 3Rm 130 MC 1103
Lytica Therapeutics Inc
700 Main StreetCambridgeMA02139843243210$1,316,614RESEARCH Research
Mapp Biopharmaceutical Inc
6160 Lusk BlvdSan DiegoCA92121200037593$214,110RESEARCH Research
Massachusetts Green High Performance
100 Bigelow StHolyokeMA01040273014805$17,144RESEARCH Research501 C 3
Massachusetts Institute of Technology
77 Mass AveCambridgeMA02139042103594$1,538,827RESEARCH Research501 C 3
Mayo Clinic Jacksonville
PO Box 860334MinneapolisMN55486593337028$726,973RESEARCH Research501 C 3
Melinta Therapeutics Inc
300 George StNew HavenCT06511061599437$59,072RESEARCH Research
Mental Health Center of Denver
4141 E Dickenson PlDenverCO80222742499946$15,137RESEARCH Research501 C 3
Mentor Washington
15500 SE30th PlaceBellevueWA98007208335617$120,371RESEARCH Research501 C 3
Merrimack College
315 Turnpike StNorth AndoverMA01845042103731$21,630RESEARCH Research501 C 3
Michigan State University
426 Auditorium RdEast LansingMI48824386005984$39,120RESEARCH ResearchState Govt
Microbion Corporation
5 West Mendenhall StBozemanMT59715920173760$217,735RESEARCH Research
Microbiotix Inc
One Innovation DrWorcesterMA01605061538344$282,463RESEARCH Research
MicuRx Pharmaceuticals
555 Bryant StPalo AltoCA94301260358968$989,880RESEARCH Research
Middle Tennessee Research Institute
1310 24th Ave SNashvilleTN37212621387860$117,451RESEARCH Research501 C 3
Molecular NeuroImaging LLC
60 Temple StNew HavenCT06510061594851$146,888RESEARCH Research501 C 3
Montrose Foundation Inc
29 North StreetMedfieldMA02052042668765$70,667RESEARCH Research501 C 3
Mucommune LLC
1040 DoloresSan FranciscoCA94110473360279$92,150RESEARCH Research
Multnomah County
501 SE Hawthorne BlvdPortlandOR97214936002309$14,322RESEARCH ResearchLocal Govt
Museum of Science
1 Science ParkBostonMA02114042103916$13,715RESEARCH Research501 C 3
Mycosynthetix Inc
505 Meadowlands DrHillsboroughNC27278364468884$40,600RESEARCH Research
National Opinion Research Center
55 East Monroe StChicagoIL60603362167808$70,709RESEARCH Research501 C 3
New Hampshire Public Health Association
4 Park StConcordNH03301020453814$29,331RESEARCH Research501 C 3
New York University
PO Box 5166NYNY10087135562308$349,462RESEARCH Research501 C 3
Newark Beth Israel Medical Center
201 Lyons AveNewarkNJ07112223452311$35,917RESEARCH Research501 C 3
Nexleaf Analytics
1964 Westwood BlvdLos AngelesCA90025900514027$363,978RESEARCH Research501 C 3
NO AIDS Task Force
1631 Elysian Fields AveNew OrleansLA70117721059635$18,063RESEARCH Research501 C 3
North Carolina State University
Box 7214RaleighNC27695566000756$139,884RESEARCH Research501 C 3
Northeastern University
360 Huntington AveBostonMA02115041679980$349,265RESEARCH Research501 C 3
Northern California Institute for Research
4150 Clement StSan FranciscoCA94121943084159$80,303RESEARCH Research501 C 3
Northwestern University
633 Clark StEvanstonIL60208362167817$334,738RESEARCH Research501 C 3
Nova Southeastern University
3301 College AveFort LauderdaleFL33314591083502$155,601RESEARCH Research501 C 3
Oak Crest Institute of Science
132 W Chestnut AvenueMonroviaCA91016954680961$35,460RESEARCH Research501 C 3
Ohio University
PO Box 960AthensOH45701316402113$414,873RESEARCH Research501 C 3
OREGON HEALTH & SCIENCE UNIVERSITY
0690 SW Bancroft StPortlandOR97239931176109$151,944RESEARCH Research501 C 3
OSU Oregon State University
312 Kerr ADMIN BLDGCorvallisOR97331481278540$34,661RESEARCH ResearchState Govt
Peptilogics Inc
2730 Sidney StPittsburghPA15203463732713$42,061RESEARCH Research
President & Fellows of Harvard CollEGE
PO Box 415649BostonMA02241042103580$1,056,926RESEARCH Research501 C 3
Propel Careers
1 Broadway 14th FloorCambridgeMA02142271093470$12,900RESEARCH Research
Rabin Strategic Partners Inc
104 West 40th StNew YorkNY10018200554687$119,297RESEARCH Research
Rand Corporation
PO BOX 2138SANTA MONICACA90407951958142$64,015RESEARCH Research501 C 3
Raytheon Company
PO BOX 419370BostonMA02215951778500$100,000RESEARCH Research
Recida Therapeutics Inc
70 Willow AveMenlo ParkCA94025812178106$249,131RESEARCH Research
Rector and Visitors of the Univ of VA
PO Box 400195CharlottesvilleVA22904546001796$1,148,010RESEARCH Research501 C 3
Regents of the Univ of CA
2195 Hearst AveBerkeleyCA94720946002123$316,065RESEARCH Research501 C 3
Regents of the Univ of CA San Diego
9500 Gillman DrLa JollaCA92093956006144$115,329RESEARCH Research501 C 3
Regents of the Univ of CA Santa Barbara
SAASB Build Rm 1212Santa BarbaraCA93106956006145$28,986RESEARCH Research501 C 3
Regents of the Univ of CA Davis
PO Box 989062West SacramentoCA95798946036494$336,498RESEARCH Research501 C 3
Regents of The Univ of CA Santa Cruz
1156 High StreetSanta CruzCA95064941539563$87,236RESEARCH Research501 C 3
Regents of the University of California
PO Box 748872Los AngelesCA90074946036493$300,986RESEARCH Research501 C 3
Regents of the University of California
120 Theory Ste 200IrvineCA92697952226406$35,991RESEARCH Research501 C 3
Regents of the University of Colorado
POB 910238 F428DenverCO80291846000555$367,263RESEARCH Research501 C 3
Regents of the University of Minnesota
NW 5957MinneapolisMN55485416007513$51,454RESEARCH Research501 C 3
Regents Univ of CA Los Angeles
405 Hilgard AveLos AngelesCA90095956006143$1,239,097RESEARCH Research501 C 3
Research Foundation for SUNY
PO Box 9AlbanyNY12201141368361$79,461RESEARCH Research501 C 3
Research Triangle Institute
PO Box 900002RaleighNC27675560686338$1,333,966RESEARCH Research501 C 3
Roxbury Community College
1234 Columbus AveRoxbury CrossMA02120042726857$12,336RESEARCH Research501 C 3
Rutgers The State University OF NJ
33 Knightsbridge RdPiscatawayNJ08854226001086$60,563RESEARCH Research501 C 3
San Francisco State University
1600 Holloway AveSan FranciscoCA94132931137247$16,854RESEARCH Research501 C 3
SciBac Inc
1828 El Camino RealBurlingameCA94010474141235$154,447RESEARCH Research
Seattle Childrens Hospital
PO Box 24728SeattleWA98124910564748$151,396RESEARCH Research501 C 3
Seattle Institute for Biomedical an
1325 4th Ave Ste 1310SeattleWA98101911452438$101,762RESEARCH Research501 C 3
Seres Therapeutics Inc
200 Sidney StreetCambridgeMA02139274326290$681,134RESEARCH Research
SosteNica Inc
1019 Ashley RdWest ChesterPA19382233061896$304,203RESEARCH Research
South Boston Community Health Center
409 West BroadwaySouth BostonMA02127042682152$15,847RESEARCH Research501 C 3
South Florida Veterans Affairs Foundation
1201 NW 16th StMiamiFL33125650207903$24,852RESEARCH Research501 C 3
Southern Methodist University
PO Box 750259DallasTX75275750800689$30,523RESEARCH Research501 C 3
Southern Nevada Health District
PO Box 3902Las VegasNV89127880151573$32,127RESEARCH ResearchState Govt
Southwest Louisiana AIDS Council
425 Kingsley StLake CharlesLA70601721115522$26,437RESEARCH ResearchState Govt
Space Science Institute
4765 Walnut Street Ste BBoulderCO80301841215290$12,075RESEARCH Research501 C 3
Specific Diagnostics LLC
500 Austr AveWest Palm BeachFL33401452623441$1,968,346RESEARCH Research
Stanley Street Treatment and Resource
386 Stanley StreetFall RiverMA02720042604426$22,753RESEARCH Research501 C 3
State of Alabama
602 South Lawrence StMontgomeryAL36104636000619$97,959RESEARCH ResearchState Govt
State of Indiana
2 North Meridian StIndianapolisIN46204356000158$115,084RESEARCH ResearchState Govt
State of Maryland
PO Box 41428BaltimoreMD21203526002033$10,060RESEARCH ResearchState Govt
State of Mississippi-University of MS
2500 North State StJacksonMS39216646008520$103,277RESEARCH ResearchState Govt
Suffolk University
73 Tremont St ORSPBostonMA02108042133255$25,000RESEARCH Research501 C 3
SutroVax Inc
353 Hatch DriveFoster CityCA94404464233385$562,264RESEARCH Research
Syracuse University
640 Skytop RdSyracuseNY13244150532081$63,235RESEARCH Research501 C 3
T2 Biosystems Inc
101 Hartwell AveLexingtonMA02421204827488$322,975RESEARCH Research
Talis Biomedical Corp
230 Constitution DrMenlo ParkCA94025463122255$3,333,016RESEARCH Research
Taxis Pharmaceuticals Inc
9 Deer Park DrMonmouth JunctionNJ08852264516108$831,646RESEARCH Research
Technical Education Research Center
2067 Massachusetts AveCambridgeMA02140046134355$34,865RESEARCH Research501 C 3
Techulon Inc
2200 Kraft DrBlacksburgVA24060208076249$617,958RESEARCH Research
Temple University of the Commonwealth
PO Box 824242PhiladelphiaPA19182231365971$77,826RESEARCH Research501 C 3
Tetraphase Pharmaceuticals Inc
480 Arsenal StWatertownMA02472205276217$285,914RESEARCH Research
Texas A&M University
400 Harvey M PkyCollege StationTX77845746000531$15,923RESEARCH ResearchState Govt
The Brigham & Womens Hospital Inc
PO Box 3887BostonMA02241042312909$1,233,902RESEARCH Research501 C 3
The Broad Institute Inc
415 Main StCambridgeMA02142263428781$832,978RESEARCH Research501 C 3
The Center for Health Policy Development
Two Monument SquarePortlandME04101521576801$28,629RESEARCH Research501 C 3
The Childrens Hospital of Philadelphia
Lockbox 1457PhiladelphiaPA19178231352166$104,372RESEARCH Research501 C 3
The General Hospital Corporation
PO Box 3829BostonMA02241042697983$1,593,969RESEARCH Research501 C 3
The Geneva Foundation
PO Box 84212SeattleWA98124911593913$68,592RESEARCH Research501 C 3
The George Washington University
PO Box 829896PhiladelphiaPA19182530196584$52,291RESEARCH Research501 C 3
The John B Pierce Laboratory Inc
290 Congress AveNew HavenCT06519060646780$286,515RESEARCH Research501 C 3
The McGregor Clinic Inc
3487 BroadwayFort MyersFL33901650922489$32,869RESEARCH Research501 C 3
The McLean Hospital Corporation
PO Box 3951BostonMA02241042697981$161,622RESEARCH Research501 C 3
The MGH Institute of Health Professionals
399 Revolution DrSomervilleMA02145042868893$82,691RESEARCH Research501 C 3
The Pennsylvania State University
227 W Beaver AveState CollegePA16801246000376$62,928RESEARCH Research501 C 3
The Regents of the University of MI
Box 223131PittsburghPA15251386006309$853,742Research501 C 3
The Rockville Institute A Research
PO Box 1004RockvilleMD20850203332738$124,082Research501 C 3
The Thresholds
P O Box 87618ChicagoIL60680362518901$45,667Research501 C 3
The Trustees of Columbia University
PO Box 29789New YorkNY10087135598093$84,238Research501 C 3
The Trustees of Princeton University
701 Carnegie CenterPrincetonNJ08540210634501$409,768Research501 C 3
The Trustees of Purdue University
23510 Network PlChicagoIL60673356002041$175,121ResearchState Govt
The University of Chicago
6054 So Drexel AveChicagoIL60637362177139$243,210Research501 C 3
The University of Rhode Island
3 Capitol HillProvidenceRI02908056000522$22,131Research501 C 3
The University of South Carolina
1600 Hampton StColumbiaSC29208576001153$21,548Research501 C 3
The University of Texas at Austin
P O Box 7159AustinTX78713746000203$826,467ResearchState Govt
The Vanderbilt University
PO Box 121236DallasTX75312620476822$14,899Research501 C 3
THIRD SECTOR NEW ENGLAND INC
89 South Street 700BostonMA02111042261109$206,061Research501 C 3
Thomas Jefferson University
170S Ind MallWPhiladelphiaPA19106231352651$20,941Research501 C 3
Tougaloo College
500 W County LN RDTougalooMS39174640303093$13,810Research501 C 3
Treasurer State of Connecticut
PO Box 1240MiddletownCT06457066000798$5,683ResearchState Govt
Trellis Bioscience LLC
702 Marshall StRedwood CityCA94063272163377$919,911Research
Trustees of Boston College
140 Commonw AveChestnut HillMA02467042103545$74,824Research501 C 3
Trustees of Dartmouth College
11 Rope Ferry RdHanoverNH03755020222111$23,851Research501 C 3
Trustees of Tufts College
136 Harrison AveBostonMA02111042103634$188,859Research501 C 3
University Corporation for Atmospheric Research
PO Box 3000BoulderCO80307840412668$9,044Research501 C 3
University of Alabama at Birmingham
1720 2nd Ave SBirminghamAL35294636005396$320,905Research501 C 3
University of Arkansas Fayetteville
Treasurers OfficeFayettevilleAR72702716003252$58,244Research501 C 3
University of Connecticut
438 Whitney RdStorrsCT06269060772160$116,400ResearchState Govt
University of Delaware
116 Student Svcs BldgNewarkDE19716516000297$47,465Research501 C 3
University of Florida
PO Box 113001GainesvilleFL32611596002052$33,603ResearchState Govt
University of Georgia Research Foundation
310 East Campus RdAthensGA30602581353149$5,057Research501 C 3
University of Hawaii
2440 Campus Rd Box 368HonoluluHI96822996000354$32,935Research501 C 3
University of Houston
POB 988 Treas OfficeHoustonTX77001746001399$16,523ResearchState Govt
University of Kentucky Research Foundation
P O Box 931113ClevelandOH44193616033693$22,239Research501 C 3
University of Louisville
300 E Market St 300LouisvilleKY40202611014882$44,498Research501 C 3
University of Massachusetts
55 Lake Avenue NorthWorcesterMA01655043167352$633,503ResearchState Govt
University of New England
11 Hills Beach RdBiddefordME04005010211810$40,170Research501 C 3
University of New Orleans
2000 Lakeshore DrNew OrleansLA70148720702000$70,718ResearchState Govt
University of North Carolina - Chapel Hill
PO Box 402420AtlantaGA30384566001393$633,925Research501 C 3
University of North Carolina Greensboro
PO Box 26170GreensboroNC27402566001468$61,618Research501 C 3
University of North Texas Health Sciences
3500 Camp Bowie BlvdFort WorthTX76107756064033$43,942Research501 C 3
UNIVERSITY OF PENNSYLVANIA
PO Box 785541PhiladelphiaPA19178231352685$554,056Research501 C 3
University of Pittsburgh
500 Ross StPittsburghPA15262250965591$68,284ResearchState Govt
University of Rochester
910 Genesee StRochesterNY14642160743209$99,898Research501 C 3
University of Southern California
3500 So Figueroa StLos AngelesCA90089951642394$48,401Research501 C 3
University of Texas Health Science
PO Box 1898San AntonioTX78297741586031$502,859ResearchState Govt
UNIVERSITY OF TEXAS HEALTH SCIENCE
PO Box 301418DallasTX75303741761309$198,620ResearchState Govt
University of Vermont & State Agricultural
PO Box 1389WillistonVT05495030179440$341,802Research501 C 3
University of Washington
12455 Collections DriveChicagoIL60693916001537$1,066,725Research501 C 3
University of Wisconsin
Drawer 538MilwaukeeWI53278391805963$50,375ResearchState Govt
UT MD Anderson Cancer Center
PO Box 4266HoustonTX77210746001118$114,279ResearchState Govt
Vanderbilt University Medical Center
POB 121236DallasTX75312352528741$245,741Research501 C 3
Vedanta Biosciences Inc
19 Blackstone StreetCambridgeMA02139275440202$381,320Research
VenatoRx Pharmaceuticals Inc
30 Spring Mill DrMalvernPA19355272782193$2,320,528Research
Vermont Public Health Association Inc
PO Box 732BurlilngtonVT05401020608866$36,728Research501 C 3
Veterans Research Fnd of Pittsburgh
University Dri C 151 Build 30 Grd FPittsburghPA15240251666090$73,964Research501 C 3
Virginia Commonwealth University
Box 843039RichmondVA23284546001758$36,099Research501 C 3
Virginia Polytechnic Institute & St
N End CtrBlacksburgVA24061546001805$104,201ResearchState Govt
Visterra Inc
275 Second AvenueWalthamMA02451320225657$352,473Research
Wake Forest University Health Sciences
EPICARE 525Winston SalemNC27157223849199$5,247Research501 C 3
Washington University
700 Rosedale AveSt LouisMO63112430653611$372,894Research501 C 3
Woods Hole Oceanographic Institution
569 Woods Hole RdWoods HoleMA02543042105850$398,455Research501 C 3
Worcester Polytechnic Institute
100 Institute RdWorcesterMA01609042121659$26,602Research501 C 3
Yale University
PO Box 1873New HavenCT06508060646973$484,909Research501 C 3
Yeshiva University
1300 Morris Park AveBronxNY10461131624225$580,618Research501 C 3
ZabBio Inc
6160 Lusk BlvdSan DiegoCA92121822969965$947,518Research
Zikani Therapeutics Inc
480 Arsenal Way 130WatertownMA02472901138559$536,065Research
ESPLANADE ASSOCIATION
575 Boylston StBostonMA02116043550635$10,000Charitable donation501 C 3
The Brigham & Womens Hospital Inc
215 First StCambridgeMA02142042312909$50,000Charitable donation501 C 3
Society for Social Work & Research
11240 Waples Mill RdFairfaxVA22030133768131$27,000Charitable donation501 C 3
Fenway Community Health Center INC
1340 Boylston StreetBostonMA02215042510564$16,300Charitable donation501 C 3
Travis Roy Foundation
101 Huntington AveBostonMA02199043327883$12,556Charitable donation501 C 3
Massachusetts Public Health Association
50 Federal St 8th flBostonMA02110042326503$8,750Charitable donation501 C 3
Boston Medical Center
801 Mass AveBostonMA02118043314093$6,750Charitable donation501 C 3
American Red Cross of Massachusetts
431 18th St NWWashingtonDC20006530196605$5,798Charitable donation501 C 3
Theatre Community Benevolent Fund
411A Highland AveSomervilleMA02144311712935$5,123Charitable donation501 C 3
Massachusetts Health Council
200 Reservoir StNeedhamMA02494042296739$5,100Charitable donation501 C 3
FieldValueIRS element (for citing)
Total501c3 Org225Total501c3OrgCnt
Total Other Org50TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
TUITION AND STIPEND FOR STUDENTS & POST-DOC18941$28,536,152$473,332,864COSTTUITION OFFSET
EMERGENCY FINANCIAL AID GRANTS FROM THE HEERF5808$14,995,316
HONORARIUM2073$1,784,548
PRIZES AND AWARDS670$892,307

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL DOMESTIC SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS ARE VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE.
SCHEDULE I, PART IIIBOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES. ALL GRANTS AND OTHER STUDENT FINANCIAL AID IS DESIGNATED FOR EDUCATIONAL PURPOSES ONLY. THE UNIVERSITY RECEIVED $14,995,316 OF FUNDING UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), USED TO PROVIDE EMERGENCY FINANCIAL AID TO STUDENTS DURING THE YEAR ENDED JUNE 30, 2020.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred 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 OrgsCompReportPrior990RltdOrgsAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
ROBERT A BROWN
PRESIDENT$1,170,115$432,864$232,388$0$271,394$0$2,106,761$0$167,708$0
CATALDO W LEONE
TRUSTEE & PROF (UNTIL 5/30/20)$229,419$61,233$32,388$0$28,317$0$351,357$0$0$0
EILEEN O'KEEFE
TRUSTEE & PROF (AS OF 6/1/20)$116,001$14,003$16,307$0$19,629$0$165,940$0$0$0$0$0$0
MARTIN J HOWARD
SR VP, CFO, & TREASURER$574,654$7,485$32,388$0$2,844$0$617,371$0$0$0
TODD L C KLIPP
FMR SR VP, SR COUNS, SEC$128,913$631,332$0$0$19,663$0$779,908$0$0$0
ERIKA GEETTER
SR VP, GEN COUNSEL, BOARD SEC$608,053$2,900$32,388$0$4,684$0$648,025$0$0$0
JEAN MORRISON
UNIVERSITY PROVOST$807,256$6,059$143,512$0$170,749$0$1,127,576$0$0$0
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST$928,475$9,098$32,388$0$527$0$970,488$0$0$0
GARY W NICKSA
SR VP FOR OPERATIONS$586,481$4,344$32,388$0$26,162$0$649,375$0$0$0$0
TONY TANNOURY
PROFESSOR & PHYSICIAN$0$32,388$0$124,961$0$1,860,627$0$0$1,700,656$2,622
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON$474,214$139,305$29,588$0$28,149$0$1,536,703$0$0$0$865,447
WILLIAM CREEVY
PROFESSOR & PHYSICIAN$0$32,388$0$25,922$0$1,121,117$0$0$920,803$135,100$6,904
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER$691,850$3,315$32,388$0$824$0$1,219,565$0$0$0$491,188
ANDREW STEIN
PROFESSOR & PHYSICIAN$0$32,388$0$25,869$0$1,107,137$0$0$1,044,233$4,647

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART ITONY TANNOURY, WILLIAM CREEVY, AND ANDREW STEIN ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GDSM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT A GDSM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER.
SCHEDULE J, PART I, LINE 1A(1) HOUSING ALLOWANCE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON WERE BOTH REQUIRED TO LIVE IN UNIVERSITY RESIDENCES. AMOUNTS REPORTED IN COLUMN D INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES, FOR PRESIDENT BROWN ($251,879) AND PROVOST MORRISON ($144,298). (2) FIRST-CLASS TRAVEL: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, ALL EMPLOYEES ARE REIMBURSED FOR ECONOMY AIRFARE. EXCEPTIONS FOR TRAVEL INVOLVING AN EXTENDED PERIOD OF TIME ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR FIRST-CLASS TRAVEL. TRAVEL FOR BUSINESS PURPOSES, INCLUDING FIRST-CLASS TRAVEL, IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2019. SCHEDULE J, PART I, LINE 4A IN CALENDAR YEAR 2019, TODD KLIPP RECEIVED A PAYMENT UNDER THE EXECUTIVE SEVERANCE PAY PLAN IN THE AMOUNT OF $575,000 FOR HIS FORMER CAPACITY AS SENIOR VICE PRESIDENT, SENIOR COUNSEL, AND BOARD SECRETARY. THIS PAYMENT IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 4B(1) UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON JULY 31, 2019, PRESIDENT BROWN RECEIVED AN AMOUNT EQUAL TO 35% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $403,958 WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2019 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C OF PRIOR FORMS 990 IS $167,708. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN F. UNDER THE SAME SUPPLEMENTAL RETIREMENT PLAN, ON July 31, 2020, PRESIDENT BROWN WAS TO BECOME ENTITLED TO RECEIVE AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. PRESIDENT BROWN'S RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $200,000 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2019 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) UNDER A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN, ON JUNE 30, 2020, PROVOST MORRISON RECEIVED A CREDIT OF $113,835 THAT ACCRUED DURING THE PRECEDING 12-MONTH PERIOD. SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PROVOST MORRISON'S RIGHTS IN THE PLAN WILL BECOME VESTED ON JULY 1, 2020 AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, DEFERRED COMPENSATION OF $111,124 WAS ACCRUED FOR PROVOST MORRISON IN CALENDAR YEAR 2019 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (3) AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION ALSO INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2019 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN.
SCHEDULE J, PART I, LINE 6AA PORTION OF PUSHKAR MEHRA'S COMPENSATION (AS REPORTED IN SCHEDULE J, PART II, COLUMN B(II)) IS BASED ON A PERCENTAGE OF BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL MAXILLOFACIAL SURGERY GROUP REVENUES LESS OPERATING EXPENSES. SCHEDULE J, PART I, LINE 6B DR. WILLIAM CREEVY RECEIVES AN ANNUAL BONUS PAYMENT BASED ON PRE-DETERMINED ANNUAL PERFORMANCE METRICS, WITH OPERATING INCOME AS ONE OF THE COMPONENTS.
SCHEDULE J, PART I, LINE 7AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS.
SCHEDULE J, PART IITHIS SCHEDULE INCLUDES EACH OF THE UNIVERSITY'S CURRENT AND FORMER OFFICERS, TRUSTEES, KEY EMPLOYEES, AND FIVE MOST HIGHLY COMPENSATED EMPLOYEES FOR WHOM THE SUM OF CALENDAR YEAR 2019 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$162,740,000$0$0$0$0$0$0$0$162,740,000$0Yes (true)falseYes (true)Yes (true)
B$99,775,000$50,000,000$539,836,174$0$0$0$848,766$727,358$0$202,760,050$335,500,000$0Yes (true)falseYes (true)Yes (true)2012
C$0$0$233,015,546$0$0$0$816,939$0$0$125,993,883$105,744,237$460,487falseYes (true)falseYes (true)
D$0$0$120,780,965$0$0$0$736,790$0$0$120,000,000$0$0falsefalseYes (true)Yes (true)2015

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.006840.00684falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE AMASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIES AA-1 AND AA-2 BONDS IN THE AMOUNT OF $162,740,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES T1 BOND OF THE SAME AMOUNT.
SCHEDULE K, PART I, LINE BMASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE CMDFA SERIES BB-1, BB-2, AND BB-3 BONDS IN THE AMOUNT OF $231,838,996 WERE ISSUED TO ADVANCE REFUND AND ULTIMATELY LEGALLY DEFEASED MDFA SERIES U-4, ORIGINALLY ISSUED IN 2008, IN THE AMOUNT OF $50,000,000 AND MDFA SERIES V-1, ORIGINALLY ISSUED IN 2009, IN THE AMOUNT OF $44,000,000. PROCEEDS OF MDFA SERIES BB-1 IN THE AMOUNT OF $125,603,699 WERE NEW MONEY BONDS.
SCHEDULE K, PART I, LINE A(2)MDFA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000. IN JULY 2019, MDFA SERIES Z-1 AND Z-2 BONDS IN THE AMOUNT OF $73,370,000 WERE REFUNDED WITH PROCEEDS FROM ISSUANCE OF MDFA SERIES DD-1 AND DD-2 BONDS.
SCHEDULE K, PART I, LINE B(2)MDFA SERIES DD-1 AND DD-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES Z-1 AND Z-2 BONDS IN THE AMOUNT OF $73,370,000 AND SERIES H BONDS IN THE AMOUNT OF $25,000,000.
SCHEDULE K, PART II, LINE 3, COLUMNS B-DCOLUMN B: TOTAL PROCEEDS OF $539,836,174 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $536,365,000 AND INVESTMENT EARNINGS TOTALING $3,471,174. COLUMN C: TOTAL PROCEEDS OF $233,015,546 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $231,838,996 AND INVESTMENT EARNINGS TOTALING $1,176,550. COLUMN D: TOTAL PROCEEDS OF $120,780,965 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $44,175.
SCHEDULE K, PART II, LINE 7, COLUMNS B-DCOLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $848,776 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $484,109. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $816,939 IS COMPRISED OF ISSUANCE COSTS TOTALING $607,924 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $209,015. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $736,790 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $302,261.
SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-D(INCLUDING SERIES Y)THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH EQUITY AND DEBT AND MADE A TIMELY ELECTION TO ALLOCATE EQUITY PROCEEDS TO ANY PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES. IF PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES DOES NOT EXCEED THE EQUITY ALLOCATION, THE PRIVATE BUSINESS USE IS REPORTED AS 0.00%.
SCHEDULE K, PART IV, LINE 2B, COLUMN A(2)THE PROCEEDS OF MDFA SERIES Y, OF WHICH 100 PERCENT WERE SPENT TO FINANCE CONSTRUCTION EXPENDITURES, WERE SPENT WITHIN TWO YEARS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(F)(4)(C).
SCHEDULE K, PART IV, LINE 2CTHE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2018. THE REBATE CALCULATION FOR THE SERIES X BONDS WAS PERFORMED IN APRIL 2018.
SCHEDULE K, PART IV, LINES 4A & 4B, COLUMN BTHE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA - SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS.
SCHEDULE K, PART IV, LINE 6, COLUMNS A-BUNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
FELD ENTERTAINMENT INC
SEE PART V$1,165,036SEE PART VYes (true)
J LAWFORD ANDERSON
SEE PART V$183,978EMPLOYMENT COMPENSATIONfalse
KEITH A BROWN
SEE PART V$168,494EMPLOYMENT COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, LINE 1FormAndLineReferenceDesc
Explanation(B) TRUSTEE FELD IS THE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF FELD ENTERTAINMENT, INC. (D) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS PAYMENTS FOR LIVE SHOW PRODUCTIONS BY FELD ENTERTAINMENT, INC. AT AGGANIS ARENA THAT ARE OPEN TO THE PUBLIC AND FOR WHICH ADMISSION IS CHARGED. AS PART OF THE NEGOTIATION PROCESS WITH THE COMPANY, THE UNIVERSITY COMPARED THESE ARRANGEMENTS TO OTHER VENUES WHICH HOST THE COMPANY'S PRODUCTIONS AND CONCLUDED THAT THE NEGOTIATED TERMS FOR THE UNIVERSITY WERE EQUAL TO, IF NOT MORE FAVORABLE THAN, THE TERMS RECEIVED BY OTHER VENUES. ALL DISCUSSIONS AND INTERACTIONS RELATING TO THESE TRANSACTIONS HAVE BEEN WITH BUSINESS PERSONNEL AT THE COMPANY OTHER THAN TRUSTEE FELD AND THERE IS NO EVIDENCE THAT TRUSTEE FELD HAS WEIGHED IN ON OR IN ANY WAY SOUGHT TO AFFECT UNIVERSITY DECISION-MAKING REGARDING THESE TRANSACTIONS. SCHEDULE L, PART IV, LINE 2 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF PRESIDENT ROBERT BROWN.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesIND. APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,450NoncashContributionsRptF990Amt
Method Of Determining RevenuesIND. APPRAISALMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1377ContributionCnt
Noncash Contributions Rpt F990$969,532NoncashContributionsRptF990Amt
Method Of Determining RevenuesNET PROCEEDSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution275ContributionCnt
Noncash Contributions Rpt F990$7,184,681NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN PRICE ON DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesIND. APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMT-MED,RSCH,EDU12$4,133,547IND. APPRAISAL
Yes (X)DONATED AUCTION ITEMS44$107,981IND. APPRAISAL
Yes (X)SOFTWARE2$0IND. APPRAISAL
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 990, PART I, LINE 1 & PART III, LINE 1 BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY. FORM 990, PART III, LINE 4A INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP AND RESEARCH AND IN PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 17 SCHOOLS AND COLLEGES ON ITS THREE CAMPUSES, BOSTON UNIVERSITY OFFERS ITS STUDENTS MORE THAN 300 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH 90+ STUDY-ABROAD PROGRAMS OFFERING OPPORTUNITIES IN 25 COUNTRIES ON 6 CONTINENTS. BOSTON UNIVERSITY FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THROUGH THEIR RESEARCH, SCHOLARSHIP, AND CREATIVE ENDEAVORS, THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO MANAGEMENT, POETRY, AND THE PERFORMING ARTS. THE UNIVERSITY PLACES A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN EMERGING AREAS SUCH AS NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, ENGINEERING BIOLOGY, DATA SCIENCE, URBAN HEALTH, AND GLOBAL HEALTH AND DEVELOPMENT, AS WELL AS RESEARCH AND TREATMENTS FOR EMERGING INFECTIOUS DISEASES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS.
Form 990, Part VI, Section A, Line 1AWITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES.
Form 990, Part VI, Section B, Line 11BUPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE UNIVERSITY'S COMPTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, KPMG, IS INVOLVED THROUGHOUT THE PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE SITE BEFORE IT IS FILED WITH THE IRS.
Form 990, Part VI, Section B, Line 12CALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH THEY ARE INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION IS TO BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE PROVIDES SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE.
Form 990, Part VI, Section B, Lines 15A & 15BEACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION OF THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE EXECUTIVE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY.
Form 990, Part VI, Section C, Line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE.
Form 990, Part VII, Section AROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. MARTIN J. HOWARD, AN OFFICER OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER MONTH TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. GARY W. NICKSA, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS OR LESS PER MONTH TO EACH OF PLEASANT VENTURES REALTY TRUST AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. KAREN H. ANTMAN, MD, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES FOUR HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. TONY TANNOURY, WILLIAM CREEVY, MD AND ANDREW STEIN, ARE ON THE LIST OF FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, EACH DEVOTING 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE PLANS. CATALDO W. LEONE AND EILEEN O'KEEFE WERE COMPENSATED AS FACULTY MEMBERS, NOT AS TRUSTEES. A PORTION OF TODD L. C. KLIPP'S 2019 CALENDAR YEAR COMPENSATION RECEIVED WAS IN RELATION TO HIS ROLE AS SPECIAL ADVISOR TO THE PRESIDENT, IN WHICH HE DEVOTED AN AVERAGE OF SEVEN HOURS PER WEEK.
Form 990, Part XI, Line 9OTHER CHANGES IN NET ASSETS OF FUND BALANCES LOSS ON INTEREST RATE EXCHANGE AGREEMENTS -$145,020,484 UNREALIZED GAIN ON NON-INVESTMENT ASSETS $334,346 NET ACTUARIAL LOSS -$1,428,196 OTHER ADJUSTMENTS -$1,141,048 ---------------------- TOTAL -$147,255,382

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BU Funding LLC
108 Bay State RoadBostonMA02215870773653InvestmentsMA$0$52,711,000BU Trustees
Pleasant Ventures Realty Trust
125 Bay State RoadBostonMA02215043006700Real EstateMA$3,126,541$15,544,074BU Trustees
Scarlet Castle Brr-I LLC
One Silber WayBostonMA02215821985611InvestmentsMA-$339,468$3,863,705BU Trustees

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Boston Emergency Physician Foundation
One Boston Medical Center PlBostonMA02118043286156MedicineMA501(C)(3)12c III-FInafalse
Boston Rehabilitation Med Assoc Inc
One Boston Medical Center PlBostonMA02118043286641MedicineMA501(C)(3)12c III-FInafalse
BU Cardiac & Thoracic Surgical Fdn Inc
One Boston Medical Center PlBostonMA02118042966416MedicineMA501(C)(3)12c III-FInafalse
Boston University Dermatology Inc
One Boston Medical Center PlBostonMA02118043335166MedicineMA501(C)(3)12c III-FInafalse
BU Dermatology Support Services I Inc
One Boston Medical Center PlBostonMA02118043452877MedicineMA501(C)(3)12c III-FInafalse
BU Dermatology Support Services II Inc
One Boston Medical Center PlBostonMA02118043452874MedicineMA501(C)(3)12c III-FInafalse
Boston University Eye Associates Inc
One Boston Medical Center PlBostonMA02118043137333MedicineMA501(C)(3)12c III-FInafalse
Boston University Family Medicine Inc
One Boston Medical Center PlBostonMA02118043354353MedicineMA501(C)(3)12c III-FInafalse
BU General Surgical Associates Inc
One Boston Medical Center PlBostonMA02118043265008MedicineMA501(C)(3)12c III-FInafalse
BU Mallory Pathology Associates Inc
One Boston Medical Center PlBostonMA02118042794543MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Anesthesiologists Inc
One Boston Medical Center PlBostonMA02118043276227MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Urologists Inc
One Boston Medical Center PlBostonMA02118043286643MedicineMA501(C)(3)12c III-FInafalse
BU Neurology Associates Inc
One Boston Medical Center PlBostonMA02118043428462MedicineMA501(C)(3)12c III-FInafalse
BU Neurosurgical Associates Inc
One Boston Medical Center PlBostonMA02118043296068MedicineMA501(C)(3)12c III-FInafalse
BU Obstetrics & Gynecology Fdn Inc
One Boston Medical Center PlBostonMA02118043067465MedicineMA501(C)(3)12c III-FInafalse
BU Orthopaedic Surgical Associates Inc
One Boston Medical Center PlBostonMA02118043354360MedicineMA501(C)(3)12c III-FInafalse
BU Plastic Surgery Associates Inc
One Boston Medical Center PlBostonMA02118043555478MedicineMA501(C)(3)12c III-FInafalse
BU Psychiatry Associates Inc
One Boston Medical Center PlBostonMA02118043355267MedicineMA501(C)(3)12c III-FInafalse
BU Medical Center Radiologists Inc
One Boston Medical Center PlBostonMA02118043283573MedicineMA501(C)(3)12c III-FInafalse
BU Surgical Associates Inc
One Boston Medical Center PlBostonMA02118043291148MedicineMA501(C)(3)12c III-FInafalse
Child Health Foundation of Boston Inc
One Boston Medical Center PlBostonMA02118042472758MedicineMA501(C)(3)12c III-FInafalse
Evans Medical Foundation Inc
One Boston Medical Center PlBostonMA02118510172171MedicineMA501(C)(3)12c III-FInafalse
Faculty Practice Foundation Inc
One Boston Medical Center PlBostonMA02118043289381MedicineMA501(C)(3)12b IInafalse
Mercond Inc
881 Commonwealth AvenueBostonMA02215043099628Holding Co.MA501(C)(2)n/aBU TRUSTEESYes (true)
BU MEDICAL CENTER OTOLARYNGOLOGIC FDN
One Boston Medical Center PlBOSTONMA02118043156471HEALTHCAREMA501(C)(3)12c III-FINAfalse
THE MASS GREEN HIGH PERF COMPUTING CTR
77 MASS AVECAMBRIDGEMA02139273014805RESEARCH CTRMA501(C)(3)12A-INAfalse
MGHPCC HOLYOKE INC
77 MASS AVECAMBRIDGEMA02139452257442RESEARCH CTRMA501(C)(3)12A-INAfalse
BOSTON UNIVERSITY (USA) LONDON CHARITY
EDU. SUPPORTN/ABU TRUSTEESYes (true)5-10 ST PAULS CHURCHYARDLONDONUKEC4M 8ALUK
EAST CONCORD MEDICAL FOUNDATION INC
88 E NEWTON STREETBOSTONMA02118046048207EDU. SUPPORTMA501(C)(3)12c III-FINAfalse
BOSTON UNIVERSITY FOUNDATION - INDIA
EDU. SUPPORTN/ABU TRUSTEESYes (true)S-505 LGF GREATER KAILASH-11NEW DELHIIN110048IN
TRANSPORTATION SOL FOR COMMUTERS INC
881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215043144411TRANS SVCSMA501(C)(3)7NAfalse
BU RADIATION ONCOLOGY INC
One Boston Medical Center PlBOSTONMA02118810716773MEDICINEMA501(C)(3)12c III-FINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdUBI Code VUBICodeVAmt
EUSA LLP
1A QUEENSBERRY PLACELONDONUKSW7 2DLEducationUKBU EUREUSA UKRelated$281,641$1,688,167falsefalse1.00000
LVPU LP
InvestmentsBU TrusteesUnrelated-$5,425,363$406,047falsefalse1.0000010000 Memorial Drive Suite 550HoustonTX77024471582760TX$528,353
BRIGHTSTAR CAPITAL PARTNERS INDRASERV LP
INVESTMENTSBU TRUSTEESUNRELATED-$237,894$43,479falsefalse0.615909859 BIG BEND BVLD SUITE 202ST LOUISMO63122842093170MO-$241,487

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
520 Commonwealth Avenue Real Estate Corp
881 Commonwealth AvenueBostonMA02215042272027Holding companyMABU TrusteesC Corp$44,2051.00000Yes (true)
Charitable Remainder Trusts - MA (14)
SupportBU TrusteesTrust
660 Corporation
881 Commonwealth AvenueBostonMA02215042787737Convenience StoreMA520 CorpC Corp$6,234,5441.00000Yes (true)$3,533,781
Akeah Inc
881 Commonwealth AvenueBostonMA02215043003380EDU SUPPORTMA520 CorpC Corp$413,2581.00000Yes (true)$338,180
Boston University (USA) Europe Limited
Edu SupportBU (USA) LondonCORP.$2,274,6581.00000Yes (true)43 Harrington GardensLondonUKSW7 4JUUK
EUSA (UK) Limited
Edu SupportBU (USA) LondonCORP.$6,8951.00000Yes (true)43 Harrington GardensLondonUKSW7 4JUUK
Scarlet Castle TIR-I LLC
881 Commonwealth AvenueBostonMA02215843380977INVESTMENTMABU TrusteesC Corp$10,1251.00000Yes (true)-$2,794
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Boston University USA (Europe) Limited
a(i)$353,173actual payments
660 Corporation
a(iv)$474,006actual payments
EUSA LLP
a(iv)$103,348actual payments
Boston University (USA) London Charity
c$252,306actual payments
Charitable Remainder Trust (1)
c$58,625FMV
660 Corporation
l$100,000actual payments
Akeah Inc
R$182,000actual payments
EUSA LLP
m$691,139actual payments
660 Corporation
q$65,821actual payments