2020-05-15T14:09:33-05:00 2019-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2018-07-01 042103547 Trustees of Boston University % GILLIAN EMMONS TRUS 6173532290 881 COMMONWEALTH AVENUE BOSTON MA 022151303 MARTIN J HOWARD SVP, CFO, & TREASURER 2020-05-15 true MARILYN FARLEY P01231800 6179881000 2020-05-13 199.207.253.96 04502320201365000000 2020-05-15 P 8584CA4C8441E12A04203370CBD25B7D7B5DAE94 8584CA4C8441E12A04203370CBD25B7D7B5DAE94 2018 2020-11-06 18:47:13Z ROBERT A BROWN PRESIDENT ONE SILBER WAY BOSTON MA 02215 4763577139 false X http://www.bu.edu X 1869 MA SEE SCHEDULE O 42 39 27059 1300 11405824 0 514583182 523093884 1828850977 1960355521 123174810 141935457 36878987 36123706 2503487956 2661508568 481606433 571374112 0 0 1133991124 1196804521 39630 123321 29785252 622870050 660600708 2238507237 2428902662 264980719 232605906 6392541992 7019919366 2473898952 2887510634 3918643040 4132408732 X SEE SCHEDULE O false false 1456086530 485832867 1614029030 SEE SCHEDULE O 300009172 85541245 23031039 RESEARCH - 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. 293944811 323295452 AUXILIARIES - 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. 111061962 2161102475 true true false true false false false true false true true true false false true true false true true true true true true true true false false true true true true true false false false false false false false true true true true false false true true true true false true 41809 0 true 27059 true true true true AS BE EI FR GM IT NZ SP SZ UK false false false true true true 5 false false true false true false X 42 39 false false false false false false false true true false false true true true true true true true true true true AK CA HI KY MD MA MI NH NY OH OR SC X X GILLIAN EMMONS 6173532290 881 COMMONWEALTH AVENUE 4TH FLOOR BOSTON MA 022151303 X ROBERT A BROWN PRESIDENT 55.0 1.0 X X 1540912 0 474074 CATALDO W LEONE TRUSTEE & PROFESSOR 55.0 0.0 X 282665 0 60050 KENNETH J FELD CHAIRMAN 3.0 0.0 X 0 0 0 J KENNETH MENGES JR TRUSTEE - VICE CHAIRMAN 3.0 0.0 X 0 0 0 RICHARD D REIDY TRUSTEE - VICE CHAIRMAN 3.0 0.0 X 0 0 0 CARLA E MEYER TRUSTEE, V CHWM(AS OF 9-13-18) 3.0 0.0 X 0 0 0 WILLIAM D BLOOM TRUSTEE 3.0 0.0 X 0 0 0 RICHARD D COHEN TRUSTEE 3.0 0.0 X 0 0 0 JONATHAN R COLE TRUSTEE 3.0 0.0 X 0 0 0 SHAMIM A DAHOD TRUSTEE 3.0 0.0 X 0 0 0 NATHANIEL DALTON TRUSTEE (AS OF 9-13-18) 3.0 0.0 X 0 0 0 SUDARSHANA DEVADHAR TRUSTEE 3.0 0.0 X 0 0 0 AHMASS L FAKAHANY TRUSTEE 3.0 0.0 X 0 0 0 MAURICE R FERRE TRUSTEE 3.0 0.0 X 0 0 0 SANDRA A FRAZIER TRUSTEE 3.0 0.0 X 0 0 0 CAROL N FULP TRUSTEE 3.0 0.0 X 0 0 0 RYAN K ROTH GALLO TRUSTEE 3.0 0.0 X 0 0 0 RICHARD C GODFREY TRUSTEE 3.0 0.0 X 0 0 0 SUNGEUN HAN-ANDERSEN TRUSTEE (UNTIL 9-13-18) 3.0 0.0 X 0 0 0 JOHN P HOWE III TRUSTEE 3.0 0.0 X 0 0 0 WILLIAM A KAMER TRUSTEE (UNTIL 9-13-18) 3.0 0.0 X 0 0 0 STEPHEN R KARP TRUSTEE 3.0 0.0 X 0 0 0 RAJEN A KILACHAND TRUSTEE 3.0 0.0 X 0 0 0 RANCH C KIMBALL TRUSTEE (AS OF 9-13-18) 3.0 0.0 X 0 0 0 ROBERT A KNOX TRUSTEE 3.0 0.0 X 0 0 0 ANDREW R LACK TRUSTEE 3.0 0.0 X 0 0 0 KEVIN MERIDA TRUSTEE 3.0 0.0 X 0 0 0 RUTH A MOORMAN TRUSTEE 3.0 0.0 X 0 0 0 ALICIA C MULLEN TRUSTEE 3.0 0.0 X 0 0 0 PETER T PAUL TRUSTEE 3.0 0.0 X 0 0 0 JACQUES P PEROLD TRUSTEE 3.0 0.0 X 0 0 0 CA LANCE PICCOLO TRUSTEE 3.0 0.0 X 0 0 0 ALLEN I QUESTROM TRUSTEE 3.0 0.0 X 0 0 0 SHARON G RYAN TRUSTEE 3.0 0.0 X 0 0 0 SD SHIBULAL TRUSTEE 3.0 0.0 X 0 0 0 RICHARD SHIPLEY TRUSTEE (AS OF 9-13-18) 3.0 0.0 X 0 0 0 HUGO X SHONG TRUSTEE 3.0 0.0 X 0 0 0 BIPPY M SIEGAL TRUSTEE (UNTIL 9-13-18) 3.0 0.0 X 0 0 0 KENNETH Z SLATER TRUSTEE 3.0 0.0 X 0 0 0 MALEK SUKKAR TRUSTEE 3.0 0.0 X 0 0 0 NINA C TASSLER TRUSTEE 3.0 0.0 X 0 0 0 ANDREA L TAYLOR TRUSTEE 3.0 0.0 X 0 0 0 ELIZABETH C THORS TRUSTEE (AS OF 9-13-18) 3.0 0.0 X 0 0 0 PETER WEXLER TRUSTEE (AS OF 9-13-18) 3.0 0.0 X 0 0 0 STEPHEN M ZIDE TRUSTEE 3.0 0.0 X 0 0 0 MARTIN J HOWARD SR VP, CFO, & TREASURER 55.0 1.0 X 532792 0 88698 TODD L C KLIPP S VP, S C, SEC (UNTIL 9-13-18) 55.0 0.0 X 1400060 0 51679 ERIKA GEETTER VP, G C, SEC (AS OF 9-13-18) 55.0 0.0 X 560017 0 35548 JEAN MORRISON UNIVERSITY PROVOST 55.0 0.0 X 774886 0 307556 KAREN H ANTMAN MEDICAL CAMPUS PROVOST 55.0 4.0 X 905731 0 32406 GARY W NICKSA SR VP FOR OPERATIONS 55.0 1.0 X 560635 0 56799 TONY TANNOURY PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1333880 132902 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 55.0 0.0 X 1372260 0 59475 WILLIAM CREEVY PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1134574 57759 CLARISSA HUNNEWELL CHIEF INVESTMENT OFFICER 55.0 0.0 X 1106525 0 32598 XINNING LI PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1082817 45448 9036483 3551271 1434992 3118 false true false SHAWMUT WOODWORKING SUPPLY INC 560 HARRISON AVENUE Boston MA 02218 CONSTRUCTION 41444431 ARAMARK FOOD AND SUPPORT SERVICES I 775 COMMONWEALTH AVENUE Boston MA 02215 FOOD SERVICES 21677839 Bond Brothers Inc 145 Spring Street Everett MA 02149 Construction 16830246 Chapman ConstructionDesign Company 84 Winchester Street Newton MA 02461 Construction 13975702 SuffoLk Construction Company Inc 65 Allerton Street Boston MA 02119 Construction 9522681 336 1145431 346198324 175750129 6999511 523093884 TUITION AND FEES 900099 1614029030 1614029030 AUX SALES & SERVICES 900099 323295452 323295452 NON-GOVERNMENT GRANTS 900099 23031039 23031039 1960355521 44051607 -7796670 51848277 7226640 7226640 1492202 1492202 35074212 19820143 15254069 0 15254069 15254069 2167935274 3547767 2077067831 3758000 90867443 -210233 90657210 106074 90551136 1703612 1145431 1422597 281015 281015 0 0 0 0 0 0 Rentals and Leasing 532000 15014608 15014608 Parking 812930 1858976 1858976 Fitness and Recreational Sports Center 713940 1377104 1377104 845732 845732 19096420 2661508568 1960355521 11405824 166653339 76818456 76818456 485832867 485832867 8722789 8722789 0 5739830 4386410 491933 861487 345081 345081 918330563 789359558 113486330 15484675 78697660 67645304 9725375 1326981 120924560 103941827 14943731 2039002 72766827 62547402 8992448 1226977 0 3155010 3155010 587470 587470 450268 450268 123321 123321 3154952 3154952 131981435 119474133 10413404 2093898 12739282 11285209 1454073 42586004 39080218 1706675 1799111 38168296 12241689 25716049 210558 711158 711158 193211114 179663703 13420895 126516 30574896 26498343 2900529 1176024 0 11949092 7885160 2244482 1819450 0 0 130840044 118559677 12280367 5290250 2960143 2330107 RESEARCH & LAB SUPPLIES 31006736 31006736 DUES & MEMBERSHIPS 5812519 5589209 188029 35281 EDUCATIONAL SERVICES 2212354 1083850 1120606 7898 BOOKS & PERIODICALS 2047622 2047622 14122206 2965663 11156543 2428902662 2161102475 238014935 29785252 0 0 271100324 361541823 234920303 226307320 216109815 230328095 0 0 0 0 8365503 8782003 0 0 39237440 34481184 4470300502 1746645143 2610786348 2723655359 1389690846 1695508862 1622331413 1635498179 0 0 0 0 0 103816541 6392541992 7019919366 508247829 239551185 0 0 275714516 292148616 1103105000 1099605000 0 0 0 0 326815587 584472702 0 0 260016020 671733131 2473898952 2887510634 X 2243586040 2412769663 879307000 880980648 795750000 838658421 3918643040 4132408732 6392541992 7019919366 X 232605906 73883292 -92723506 X false true X true true true X 478784224 432431459 539254044 514583182 523093884 2488146793 0 0 0 0 478784224 432431459 539254044 514583182 523093884 2488146793 48617980 2439528813 95819237 98109891 112240685 73772534 95641331 475583678 1463243 1698313 3161556 0 0 2966892027 8697704909 0.82225 0.81270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true true false true 709302 false true 709302 false LOBBYING ACTIVITY EXPLANATION SCHEDULE 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. X X X X EDUCATION false 2128183005 101819085 142075738 20661758 50550131 8328939 2292537000 1901152882 127245589 171346295 18565345 45447184 7549232 2128183005 1593186499 160802323 211456207 17591210 39762970 6937967 1901152882 1576594417 107883764 -33644386 16360403 35000932 6285961 1593186499 1547493496 51729011 32600137 14455011 34080533 6692683 1576594417 0.43200 0.29000 0.27800 true false 47489317 194053961 241543278 180508999 3348916423 1281996572 2247428850 54492525 35872152 51597919 38766758 1173334 358408977 214687124 144895187 249384814 198363528 51021286 2723655359 ALTERNATIVES-HEDGE 610813080 F ALTERNATIVES-NATURAL RESOURCES 88015837 F ALTERNATIVES-PRIVATE 482985683 F NON-MARKETABLE ALTERNATIVES 12527991 F ALTERNATIVES-REAL ESTATE 378789257 F RESIDUAL ASSET NOTE RECEIVABLE 62366331 F 1635498179 0 ANNUITIES PAYABLE 7339657 FINANCE LEASE OBLIGATION 132527863 OPERATING LEASE OBLIGATION 106642075 RESIDUAL ASSET NOTE OBLIGATION 26665159 FEDERAL PERKINS LOAN ADVANCES 40199718 COND. ASSET RETIREMENT OBLIGATION 13496312 POST-RETIREMENT OBLIGATION 1700671 FV OF INT. RATE EXCHANGE AGREEMENTS 343161676 671733131 X SCHEDULE D, PART III, LINE 1A THE 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 4 THE 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 4 THE 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 2 THE 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, 2019 OR 2018. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 BOSTON 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, 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, 19 DEERFIELD STREET, BOSTON, MA 02115 (617-353-9286). THE UNIVERSITY'S NONDISCRIMINATION POLICY IS ON THE UNIVERSITY WEBSITE, WWW.BU.EDU. SCHEDULE E, PART I, LINE 6A BOSTON 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. true Central America and the Caribbean Fundraising 8032 East Asia and the Pacific Fundraising 236593 Europe (Including Iceland and Greenland) Fundraising 59879 Middle East and North Africa Fundraising 59181 North America Fundraising 9211 South America Fundraising 389 South Asia Fundraising 8138 Central America and the Caribbean Grantmaking 130831 East Asia and the Pacific Grantmaking 243052 Europe (Including Iceland and Greenland) Grantmaking 6245389 Middle East and North Africa Grantmaking 31651 North America Grantmaking 178240 South America Grantmaking 40243 South Asia Grantmaking 505691 Sub-Saharan Africa Grantmaking 1162239 Central America and the Caribbean 5 Program Services RESEARCH 346966 East Asia and the Pacific 2 Program Services RESEARCH 1144103 Europe (Including Iceland and Greenland) 11 Program Services RESEARCH 3355951 Middle East and North Africa Program Services RESEARCH 87520 North America 3 Program Services RESEARCH 497396 Russia and the Newly Independent States Program Services RESEARCH 28337 South America 2 Program Services RESEARCH 186229 South Asia 1 5 Program Services RESEARCH 429994 Sub-Saharan Africa 9 Program Services RESEARCH 2486875 Central America and the Caribbean Program Services SEMINARS 149870 East Asia and the Pacific Program Services SEMINARS 1062500 Europe (Including Iceland and Greenland) Program Services SEMINARS 1781652 Middle East and North Africa Program Services SEMINARS 205355 North America Program Services SEMINARS 462480 South America Program Services SEMINARS 119003 South Asia Program Services SEMINARS 147356 Sub-Saharan Africa Program Services SEMINARS 142817 Russia and the Newly Independent States Program Services SEMINARS 29686 East Asia and the Pacific 4 48 Program Services STUDY ABROAD 8229237 Europe (Including Iceland and Greenland) 15 205 Program Services STUDY ABROAD 27926516 Middle East and North Africa Program Services STUDY ABROAD 276715 Central America and the Caribbean Program Services STUDY ABROAD 84399 South America 4 Program Services STUDY ABROAD 502062 South Asia Program Services STUDY ABROAD 172737 Sub-Saharan Africa Program Services STUDY ABROAD 61571 North America Program Services STUDY ABROAD 1606 East Asia and the Pacific Investments 3652289 Europe (Including Iceland and Greenland) Investments 47033597 South Asia Investments 11646317 North America Investments 23525561 South America Investments 9275702 Central America and the Caribbean Investments 503074995 Sub-Saharan Africa Investments 801363 East Asia and the Pacific Program Services STUDENT FINANCIAL AID 3000 Europe (Including Iceland and Greenland) Program Services STUDENT FINANCIAL AID 169092 Sub-Saharan Africa Program Services STUDENT FINANCIAL AID 4000 7 20 287 20 294 10409828 647613780 658023608 Europe (Including Iceland and Greenland) RESEARCH 1734698 WIRE Europe (Including Iceland and Greenland) RESEARCH 1306055 WIRE Sub-Saharan Africa RESEARCH 904538 WIRE Europe (Including Iceland and Greenland) RESEARCH 834148 WIRE Europe (Including Iceland and Greenland) RESEARCH 524461 WIRE Europe (Including Iceland and Greenland) RESEARCH 472955 WIRE South Asia RESEARCH 441034 WIRE Europe (Including Iceland and Greenland) RESEARCH 399887 WIRE Europe (Including Iceland and Greenland) RESEARCH 273173 WIRE Europe (Including Iceland and Greenland) RESEARCH 248878 WIRE East Asia and the Pacific RESEARCH 220052 WIRE Europe (Including Iceland and Greenland) RESEARCH 204671 WIRE Sub-Saharan Africa RESEARCH 194646 WIRE North America RESEARCH 143742 WIRE Europe (Including Iceland and Greenland) RESEARCH 139699 WIRE Central America and the Caribbean RESEARCH 130831 WIRE Europe (Including Iceland and Greenland) RESEARCH 49990 WIRE Sub-Saharan Africa RESEARCH 38055 WIRE North America RESEARCH 34497 WIRE South America RESEARCH 32393 WIRE Middle East and North Africa RESEARCH 31651 WIRE Europe (Including Iceland and Greenland) RESEARCH 30006 WIRE South Asia RESEARCH 28438 WIRE Europe (Including Iceland and Greenland) RESEARCH 26768 WIRE East Asia and the Pacific RESEARCH 23000 WIRE South Asia RESEARCH 19887 WIRE South Asia RESEARCH 16332 WIRE South America RESEARCH 7850 WIRE Sub-Saharan Africa RESEARCH 25000 WIRE 12 17 STUDENT FINANCIAL AID East Asia and the Pacific 3 3000 TUITION COST STUDENT FINANCIAL AID Europe (Including Iceland and Greenland) 17 169092 TUITION COST STUDENT FINANCIAL AID Sub-Saharan Africa 1 4000 TUITION COST true false true true true true Schedule F, Part I, Line 2 THE 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 3 THE 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. X X X X X X X true Greater Public Fundraising Consultant false 123321 123321 All States WBUR Valentine 1070897 112242 958655 2491 618899 WBUR Mother's 1040895 375380 665515 3639 597768 2 737251 657809 79442 52756 65076 6000 75968 2849043 1145431 1703612 52756 71206 6000 1292635 1422597 281015 true Abt Associates Inc 10 Fawcett Street Cambridge MA 02138 422347643 242609 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 RESEARCH R Achaogen Inc 1 Tower Place Suite 400 South San Francisco CA 94080 680533693 1307155 RESEARCH Albany Medical College 47 New Scotland Ave Albany NY 12208 141338310 501C3 75555 RESEARCH American Academy of Pediatrics PO Box 776442 PO Box 1388 Chicago IL 60677 362275597 501C3 182023 RESEARCH American College of Radiology 1818 Market Street PO Box 1388 Philadelphia PA 19103 362261602 501C3 596113 RESEARCH Amicrobe Inc 3142 Tiger Run Ct Carlsbad CA 92010 274438018 649612 RESEARCH Ann & Robert H Lurie Childrens Hospital 225 E Chicago Ave Box 271 6th Floor Chicago IL 60611 362170833 501C3 48120 RESEARCH Association of 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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 III 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. ALL GRANTS AND OTHER STUDENT FINANCIAL AID IS DESIGNATED FOR EDUCATIONAL PURPOSES ONLY. X X X X true true X X X X X false true false false false true true true false ROBERT A BROWN PRESIDENT 1117317 0 0 0 423595 0 199508 0 274566 0 2014986 0 159323 0 CATALDO W LEONE TRUSTEE & PROFESSOR 223080 0 0 0 59585 0 31800 0 28250 0 342715 0 0 0 MARTIN J HOWARD SR VP, CFO, & TREASURER 528903 0 0 0 3889 0 31800 0 56898 0 621490 0 0 0 TODD L C KLIPP S VP, S C, SEC (UNTIL 9-13-18) 506876 0 0 0 893184 0 31800 0 19879 0 1451739 0 0 0 ERIKA GEETTER VP, G C, SEC (AS OF 9-13-18) 557383 0 0 0 2634 0 31800 0 3748 0 595565 0 0 0 JEAN MORRISON UNIVERSITY PROVOST 769136 0 0 0 5750 0 137632 0 169924 0 1082442 0 0 0 KAREN H ANTMAN MEDICAL CAMPUS PROVOST 894825 0 0 0 10906 0 31800 0 606 0 938137 0 0 0 GARY W NICKSA SR VP FOR OPERATIONS 556536 0 0 0 4099 0 31800 0 24999 0 617434 0 0 0 TONY TANNOURY PROFESSOR & PHYSICIAN 0 1331258 0 0 0 2622 0 31800 0 101102 0 1466782 0 0 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 458985 0 779408 0 133867 0 29050 0 30425 0 1431735 0 0 0 WILLIAM CREEVY PROFESSOR & PHYSICIAN 0 981291 0 148610 0 4673 0 31800 0 25959 0 1192333 0 0 CLARISSA HUNNEWELL CHIEF INVESTMENT OFFICER 668500 0 434831 0 3194 0 31800 0 798 0 1139123 0 0 0 XINNING LI PROFESSOR & PHYSICIAN 0 1070482 0 0 0 12335 0 23550 0 21898 0 1128265 0 0 SCHEDULE J, PART I TONY TANNOURY, WILLIAM CREEVY, AND XINNING LI ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GDSM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT A GDSM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER. SCHEDULE J, PART I, LINE 1A (1) HOUSING ALLOWANCE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON WERE BOTH REQUIRED TO LIVE IN UNIVERSITY RESIDENCES. AMOUNTS REPORTED IN COLUMN D INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES, FOR PRESIDENT BROWN ($256,052) AND PROVOST MORRISON ($144,195). (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 AND THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL, ARE THE ONLY INDIVIDUALS REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2018. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, BOSTON UNIVERSITY ALLOWS COMPANION TRAVEL FOR BONA FIDE BUSINESS PURPOSES. ALL SUCH CASES REQUIRE THE PRIOR WRITTEN APPROVAL OF AN AUTHORIZED SENIOR EXECUTIVE. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR SPOUSAL TRAVEL. COMPANION TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. THE PRESIDENT IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2018. (4) TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: FROM TIME TO TIME, BOSTON UNIVERSITY MAY PROVIDE CERTAIN PAYMENTS THAT HAVE BEEN GROSSED-UP FOR TAX PURPOSES. ALL SUCH CASES INVOLVING THE UNIVERSITY'S SENIOR EXECUTIVES REQUIRE THE APPROVAL OF THE BOARD OF TRUSTEES. FOR CALENDAR YEAR 2018, PRESIDENT BROWN IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO RECEIVED THIS BENEFIT. SCHEDULE J, PART I, LINE 4B (1) UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON JULY 31, 2018, 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 $384,052 WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2018 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 $159,323. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN F. UNDER THE SAME SUPPLEMENTAL RETIREMENT PLAN, ON July 31, 2019, PRESIDENT BROWN WAS TO BECOME ENTITLED TO RECEIVE AN AMOUNT EQUAL TO 35% 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 $167,708 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2018 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, 2019, PROVOST MORRISON RECEIVED A CREDIT OF $108,414 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 $105,832 WAS ACCRUED FOR PROVOST MORRISON IN CALENDAR YEAR 2018 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 2018 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN AND TODD KLIPP. (4) THE UNIVERSITY SPONSORS AN EMPLOYEE DEATH BENEFIT PLAN FUNDED WITH SPLIT-DOLLAR LIFE INSURANCE POLICIES FOR CERTAIN OFFICERS AND KEY EMPLOYEES. THE SPLIT-DOLLAR ARRANGEMENT IS PART OF THE UNIVERSITY'S EMPLOYEE BENEFIT PROGRAM, AND ECONOMICALLY NOT A DIRECT EXTENSION OF CREDIT. DURING CALENDAR YEAR 2018, THE COLLATERAL ASSIGNMENT FOR TWO SPLIT DOLLAR POLICIES HELD BY TODD KLIPP, SENIOR VP, SENIOR COUNSEL AND SECRETARY TO THE BOARD OF TRUSTEES UNTIL SEPTEMBER 13, 2018, Was RELEASED, RESULTING IN TAXABLE INCOME TO HIM OF $805,638. THE COST OF THE ANNUAL DEATH BENEFIT PROTECTION FOR TODD KLIPP AND THE VALUE OF THE RELEASE OF ASSIGNMENT ARE BOTH REPORTED IN SCHEDULE J, PART (B) (III) AS OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 6A A 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 7 AS 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 II THIS 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 2018 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000. A MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2 043431814 000000000 2015-09-30 162740000 REFUNDING 2005 BOND ISSUE false false false B MASS DEV FIN AGENCY- SERIES U1 U2 U3 U4 U5 U6 043431814 57583RWD3 2008-05-15 536365000 PARTIAL REF/CAP PROJ/PROP ACQ true false false C MASS DEV FIN AGENCY-SER BB-1 BB-2 BB-3(2016) 043431814 57584XWV9 2016-11-08 231838996 CAP PROJ/ADV REF 2008 & 2009 BONDS false false false D MASS DEV FIN AGENCY - SERIES X (2013) 043431814 57583UVL9 2013-04-30 120736790 CAPITAL PROJECTS false false false A 0 0 162740000 0 0 0 0 0 0 0 162740000 0 true false true true B 96175000 50000000 539836174 0 0 0 863269 727358 0 202745547 335500000 0 2012 true false true true C 0 0 232989609 0 0 0 1035243 0 0 115269602 105744237 10940527 false true false D 0 0 120780965 0 0 734856 0 0 0 120046109 0 0 2015 false false true true A false true true true true true 0.01562 0.01562 false false false true B false true true true true true 0.00690 0.00690 false false false true C false false true true true true 0 false false false true D false true true true true true 0 false false false true A false false false true true false 0 false false false 0 false true B false false false true true true SEE PART VI false false false 0 false true C false true false false false false 0 false false false 0 false true D false true false false false false 0 false false false 0 false true A true B true C true D true SCHEDULE K, PART I, LINE A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIEA 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 B MASSACHUSETTS 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 C MDFA 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 II, LINE 3, COLUMNS B-D COLUMN 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 $232,989,609 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $231,838,996 AND INVESTMENT EARNINGS TOTALING $1,150,613. 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-D COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $863,269 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $498,602. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $1,035,243 IS COMPRISED OF ISSUANCE COSTS TOTALING $607,924 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $427,319. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $734,856 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $300,327. 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 2C THE 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 B THE 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-B UNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD. SCHEDULE K, PART I, LINE A(2) MDFA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000. SCHEDULE K, PART 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). A (2) MASS DEV FIN AGENCY-SER Y Z-1 AND Z-2(2014) 043431814 57583UL89 2014-09-30 108370000 REFUNDING 2004 & 2009 BOND ISSUES false false false A 0 0 108370000 0 0 0 0 0 0 0 108370000 0 true false true true A false true true true true true 0 false false false true A false false true false true true MERRILL LYNCH 25. false false false 0 false true A true FELD ENTERTAINMENT INC SEE PART V 1526239 SEE PART V true J LAWFORD ANDERSON SEE PART V 177899 EMPLOYMENT COMPENSATION false KEITH A BROWN SEE PART V 167182 EMPLOYMENT COMPENSATION false SCHEDULE L, PART IV, LINE 1 (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. X 1032 Ind. Appraisal X 14750 Ind. Appraisal X 1817 1107322 Net Proceeds X 247 4981951 Mean Price on Date X Other - Equipment - Medical, Research, Edu., Etc. 3 690565 Ind. Appraisal X Other - Donated Auction Item 33 175917 Ind. Appraisal X Other - Event Support 7 27974 Event Support Cost X Other - Software 1 0 Ind. Appraisal 4 false true true SCHEDULE M, PART I THE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT CONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS. SCHEDULE M, PART I, LINE 32B THE 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. ORGANIZATION'S MISSION FORM 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 V, LINE 4B FOREIGN COUNTRIES INCLUDE (ATTACHMENT 1 CONTINUED): ZAMBIA FORM 990, PART VI, SECTION A, LINE 1A WITH 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 11B UPON 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 12C ALL 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 & 15B EACH 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; SENIOR VICE PRESIDENT, SENIOR COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES; AND 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 19 THE 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 A ROBERT 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 XINNING LI, 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 WAS COMPENSATED AS A FACULTY MEMBER, NOT AS A TRUSTEE. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OF FUND BALANCES LOSS ON INTEREST RATE EXCHANGE AGREEMENTS -$97,913,748 UNREALIZED LOSS ON NON-INVESTMENT ASSETS -$388,075 NET ACTUARIAL GAIN $3,341,760 LEASE ADJUSTMENTS -$2,811,000 OTHER ADJUSTMENTS $5,047,557 ---------------------- TOTAL -$92,723,506 AMOUNT REPORTED UNDER LEASE ADJUSTMENT IS AS A RESULT OF ADOPTING ASU 2016-02, LEASES (TOPIC 842) FOR FISCAL YEAR ENDED JUNE 30, 2019. 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