STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202031959349301603
Schema version
2018v3.1
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)
Return2020-07-13T08:30:33-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trustees of Tufts CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone6176273264PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M HURLEYPersonNm
Person TitleVP FINANCE & TREASURERPersonTitleTxt
Signature2020-07-13SignatureDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Tufts UniversityBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Anthony P MonacoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland Street Attn Tax DeptAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,752,019,599GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee12303TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$4,328,766TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$266,917,341PYContributionsGrantsAmt
CY Contributions Grants$331,631,004CYContributionsGrantsAmt
PY Program Service Revenue$715,095,344PYProgramServiceRevenueAmt
CY Program Service Revenue$752,115,756CYProgramServiceRevenueAmt
PY Investment Income$160,437,369PYInvestmentIncomeAmt
CY Investment Income$147,745,227CYInvestmentIncomeAmt
PY Other Revenue$2,030,398PYOtherRevenueAmt
CY Other Revenue$2,830,535CYOtherRevenueAmt
PY Total Revenue$1,144,480,452PYTotalRevenueAmt
CY Total Revenue$1,234,322,522CYTotalRevenueAmt
PY Grants And Similar Paid$170,381,654PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$179,451,212CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$548,695,387PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$564,562,046CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,402,418PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,281,421CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,530,203CYTotalFundraisingExpenseAmt
PY Other Expenses$314,129,269PYOtherExpensesAmt
CY Other Expenses$333,140,398CYOtherExpensesAmt
PY Total Expenses$1,034,608,728PYTotalExpensesAmt
CY Total Expenses$1,078,435,077CYTotalExpensesAmt
PY Revenues Less Expenses$109,871,724PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$155,887,445CYRevenuesLessExpensesAmt
Total Assets BOY$3,646,586,839TotalAssetsBOYAmt
Total Assets EOY$3,756,859,625TotalAssetsEOYAmt
Total Liabilities BOY$1,062,412,861TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,084,203,151TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,584,173,978NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,672,656,474NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$563,426,403ExpenseAmt
Grant$153,823,590GrantAmt
Revenue$629,472,749RevenueAmt
DescINSTRUCTION - DURING THE 2018-2019 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,377 UNDERGRADUATE, 1,420 GRADUATE, 518 PROFESSIONAL AND 218 CERTIFICATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$283,840,146ExpenseAmt
Grant$25,627,622GrantAmt
Revenue$109,305,774RevenueAmt
DescRESEARCH -THERE WERE 1,907 GOVERNMENT AND 884 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2019. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$81,718,227ExpenseAmt
Grant$0GrantAmt
Revenue$10,259,318RevenueAmt
DescAUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2019 FISCAL YEAR THERE WERE 41 RESIDENCE HALLS HOUSING 3,621 STUDENTS. APPROXIMATELY 4,459 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$928,984,776TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2565IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12303EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountrySLForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUVForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Anthony P Monaco
Trustee & University President60.01.0Yes (X)Yes (X)$1,033,185$0$180,915
Peter R Dolan
Trustee - Chairman3.00Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jeannie H Diefenderfer
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Daniel J Doherty III
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Dina A Al-Tayeb
Trustee3.00Yes (X)$0$0$0
John J Bello
Trustee3.00Yes (X)$0$0$0
Betsy Busch
Trustee3.00Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.00Yes (X)$0$0$0
John H deJong
Trustee3.00Yes (X)$0$0$0
E Michael Fung
Trustee3.00Yes (X)$0$0$0
Laurie A Gabriel
Trustee3.00Yes (X)$0$0$0
Steven M Galbraith
Trustee3.00Yes (X)$0$0$0
Steven A Goldstein
Trustee3.00Yes (X)$0$0$0
Michael S Gordon
Trustee3.00Yes (X)$0$0$0
Bruce D Grossman
Trustee3.00Yes (X)$0$0$0
Diane S Hessan
Trustee3.00Yes (X)$0$0$0
Varney J Hintlian
Trustee3.00Yes (X)$0$0$0
Deborah R Jospin
Trustee3.00Yes (X)$0$0$0
Peter H Kamin
Trustee3.00Yes (X)$0$0$0
Michael A Karsch
Trustee3.00Yes (X)$0$0$0
Brian H Kavoogian
Trustee3.00Yes (X)$0$0$0
Diana V Lopez
Trustee3.00Yes (X)$0$0$0
Steven E Karol
Trustee3.00Yes (X)$0$0$0
Jeffrey M Moslow
Trustee3.01.0Yes (X)$0$0$0
Elyse A Newhouse
Trustee3.00Yes (X)$0$0$0
David B Rone
Trustee3.00Yes (X)$0$0$0
Hugh R Roome III
Trustee3.00Yes (X)$0$0$0
Ankur A Sahu
Trustee3.00Yes (X)$0$0$0
Janis A Savin-Williams
Trustee3.00Yes (X)$0$0$0
Neal B Shapiro
Trustee3.00Yes (X)$0$0$0
Tina H Surh
Trustee3.00Yes (X)$0$0$0
Kalahn Taylor-Clark
Trustee3.00Yes (X)$0$0$0
Teri C Volpert
Trustee3.00Yes (X)$0$0$0
James J Wong
Trustee3.00Yes (X)$0$0$0
Mark D Goodman
Trustee3.00Yes (X)$0$0$0
Katherine A Kaplan
Trustee3.00Yes (X)$0$0$0
Christopher J McKown
Trustee3.00Yes (X)$0$0$0
Maria A Oquendo
Trustee3.00Yes (X)$0$0$0
Douglas Rachlin
Trustee3.00Yes (X)$0$0$0
Patricia L Campbell
Executive VP, End Date 5/31/201940.01.0Yes (X)$551,853$0$63,724
Mary R Jeka
VP - University Relations40.00Yes (X)$431,206$0$63,622
Thomas S McGurty
VP - Finance & Treasurer40.03.0Yes (X)$412,841$0$79,236
Julien C Carter
VP - Human Resources40.01.0Yes (X)$309,157$0$71,053
Michael A Baenen
See Schedule O for Title40.00Yes (X)$197,765$0$37,512
Paul J Tringale
Secretary of Corporation40.00Yes (X)$164,596$0$77,457
Eric C Johnson
VP - University Advancement40.00Yes (X)$464,246$0$76,578
Elizabeth Mcclain
Associate Treasurer40.00.3Yes (X)$182,229$0$41,549
Barbara Stein
VP Operations50.01.0Yes (X)$307,706$0$69,446
Deborah T Kochevar
Interim Provost & Sr VP - End Date 6/30/201940.01.0Yes (X)$418,122$0$57,808
Jean E Ayers
Interim VP - Communications & Marketing - End Date 8/27/201840.00Yes (X)$196,756$0$33,099
Michael Rodman
VP Communications & Marketing - Start Date 8/27/201840.00Yes (X)$87,584$0$10,922
Harris A Berman
Dean Medical School40.00.0$484,381$0$63,434Yes (X)
James M Glaser
Dean Arts & Sciences40.00$364,343$0$63,532Yes (X)
Jianmin Qu
Dean of Engineering40.00$391,792$0$57,286Yes (X)
Huw Thomas
Dean Dental School40.00$428,283$0$49,954Yes (X)
Joyce S Knoll
Interim Dean Cummings School - Start Date 4/16/201840.00$198,748$0$45,748Yes (X)
Daniel Jay
Dean School for Graduate Biomedical Sciences40.00$239,889$0$50,859Yes (X)
Sally Dungan
Chief Investment Officer40.05.0$679,756$0$187,451Yes (X)
Dariush Mozaffarian
Dean Friedman School40.00$418,314$0$63,362Yes (X)
Maria Papageorge
Professor & Chair40.00$551,474$0$56,707Yes (X)
TRYFAN D EVANS
DIRECTOR OF INVESTMENTS10.040.0$432,783$0$126,993Yes (X)
Constantinos Laskarides
Associate Professor40.00$394,897$0$49,674Yes (X)
Linda M Abriola
ENGINEERING PROFESSOR -START DATE 9/01/2015, DEAN OF ENGINEERING - END DATE 8/31/201540.00$302,616$0$92,338Yes (X)
David R Harris
Provost & Sr VP - End Date 4/15/201840.00$236,606$0$74,844Yes (X)
David J Kahle
VP - Information Technology, CIO - End Date 5/11/201840.00$198,074$0$38,050Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,079,202TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,883,153TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1233IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
CONSIGLI CONSTRUCTION INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$17,180,337
C&W FACILITY SERVICES INC
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$11,842,590
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVENORTH READINGMA018640220CONSTRUCTION$9,967,551
DIRECT ENERGY BUSINESS LLC
194 S WOOD AVEISELINNJ08830UTILITY MANAGEMENT SERVICES$7,757,450
COMMODORE BUILDERS
404 WYMAN STREETWALTHAMMA02451CONSTRUCTION$5,950,153400
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K422CntrctRcvdGreaterThan100KCnt
Fundraising$317,498FundraisingAmt
Government Grants$157,303,624GovernmentGrantsAmt
All Other Contributions$174,009,882AllOtherContributionsAmt
Noncash Contributions$18,364,236NoncashContributionsAmt
Total Contributions$331,631,004TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$629,472,749$629,472,749
CLINICAL AND OTHER EDUCATION541900$111,368,119$109,305,774$2,062,345
AUXILLIARY ENTERPRISES900099$11,274,888$10,259,318$1,015,570

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$752,115,756TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,765,330TotalRevenueColumnAmt
Unrelated Business Revenue-$7,481,908UnrelatedBusinessRevenueAmt
Exclusion$22,247,238ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,344,951TotalRevenueColumnAmt
Exclusion$3,344,951ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,518,412RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,013,442RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$495,030RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$495,030TotalRevenueColumnAmt
Exclusion-$495,030ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,618,641,143SecuritiesAmt
Other$29,630,999OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,497,634,184SecuritiesAmt
Other$17,658,061OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$121,006,959SecuritiesAmt
Other$11,972,938OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,979,897TotalRevenueColumnAmt
Unrelated Business Revenue$75,227UnrelatedBusinessRevenueAmt
Exclusion$132,904,670ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$372,004FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$317,498ContriRptFundraisingEventAmt
Fundraising Direct Expenses$391,390FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,386TotalRevenueColumnAmt
Exclusion-$19,386ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,234,322,522TotalRevenueColumnAmt
Related Or Exempt Func Income$749,037,841RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$4,328,766UnrelatedBusinessRevenueAmt
Exclusion$157,982,443ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$22,461,875TotalAmt
Program Services$22,461,875ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$151,070,483TotalAmt
Program Services$151,070,483ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,918,854TotalAmt
Program Services$5,918,854ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,355,565TotalAmt
Program Services$2,489,824ProgramServicesAmt
Management And General$5,304,544ManagementAndGeneralAmt
Fundraising$561,197FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$201,771TotalAmt
Program Services$201,771ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$441,763,369TotalAmt
Program Services$367,391,578ProgramServicesAmt
Management And General$60,148,887ManagementAndGeneralAmt
Fundraising$14,222,904FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,638,901TotalAmt
Program Services$25,520,952ProgramServicesAmt
Management And General$5,006,754ManagementAndGeneralAmt
Fundraising$1,111,195FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$55,516,656TotalAmt
Program Services$44,913,652ProgramServicesAmt
Management And General$8,391,876ManagementAndGeneralAmt
Fundraising$2,211,128FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,085,784TotalAmt
Program Services$21,608,831ProgramServicesAmt
Management And General$4,528,995ManagementAndGeneralAmt
Fundraising$947,958FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,627,058TotalAmt
Program Services$2,597,878ProgramServicesAmt
Management And General$2,024,691ManagementAndGeneralAmt
Fundraising$4,489FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$537,794TotalAmt
Management And General$537,794ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$550,424TotalAmt
Management And General$550,424ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,281,421TotalAmt
Fundraising$1,281,421FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,357,526TotalAmt
Management And General$2,357,526ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$46,570,362TotalAmt
Program Services$36,003,685ProgramServicesAmt
Management And General$10,440,873ManagementAndGeneralAmt
Fundraising$125,804FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,245,967TotalAmt
Program Services$1,007,766ProgramServicesAmt
Management And General$165,348ManagementAndGeneralAmt
Fundraising$72,853FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$61,935,760TotalAmt
Program Services$50,574,227ProgramServicesAmt
Management And General$9,936,094ManagementAndGeneralAmt
Fundraising$1,425,439FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,837,492TotalAmt
Program Services$2,563,403ProgramServicesAmt
Management And General$10,049,106ManagementAndGeneralAmt
Fundraising$224,983FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,733,105TotalAmt
Program Services$1,733,105ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,434,564TotalAmt
Program Services$46,995,293ProgramServicesAmt
Management And General$1,022,434ManagementAndGeneralAmt
Fundraising$416,837FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,554,847TotalAmt
Program Services$12,969,597ProgramServicesAmt
Management And General$1,331,636ManagementAndGeneralAmt
Fundraising$253,614FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,935,149TotalAmt
Program Services$4,046,995ProgramServicesAmt
Management And General$1,066,061ManagementAndGeneralAmt
Fundraising$822,093FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$30,553,850TotalAmt
Program Services$29,645,919ProgramServicesAmt
Management And General$644,979ManagementAndGeneralAmt
Fundraising$262,952FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,537,001TotalAmt
Program Services$58,738,098ProgramServicesAmt
Management And General$1,277,911ManagementAndGeneralAmt
Fundraising$520,992FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS, PERIODICALS & MEDIA$12,634,361$12,547,048$28,238$59,075
SUBSIDIARY EXPENSE-TVETS$12,070,955$12,070,955
EQUIPMENT PURCHASES$5,535,897$5,444,013$91,847$37
GOODS AND SERVICES$6,867,857$6,851,043$11,582$5,232

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,620,429TotalAmt
Program Services$3,617,931ProgramServicesAmt
Management And General$2,498ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,078,435,077TotalAmt
Program Services$928,984,776ProgramServicesAmt
Management And General$124,920,098ManagementAndGeneralAmt
Fundraising$24,530,203FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$46,144,380BOYAmt
EOY$40,492,664EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$83,372,888BOYAmt
EOY$109,670,444EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,325,670BOYAmt
EOY$14,137,569EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$44,924,731BOYAmt
EOY$44,060,800EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,221,618BOYAmt
EOY$1,142,467EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,676,378BOYAmt
EOY$2,720,572EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,945,691,575LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$841,155,801LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,063,886,966BOYAmt
EOY$1,104,535,774EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$518,299,078BOYAmt
EOY$546,585,734EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,740,474,551BOYAmt
EOY$1,765,983,550EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$29,306,535BOYAmt
EOY$31,461,185EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$100,954,044BOYAmt
EOY$96,068,866EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,646,586,839BOYAmt
EOY$3,756,859,625EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$160,485,982BOYAmt
EOY$188,223,397EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$63,631,995BOYAmt
EOY$51,030,493EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$756,524,569BOYAmt
EOY$748,279,252EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,882,905BOYAmt
EOY$4,031,399EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,887,410BOYAmt
EOY$92,638,610EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,062,412,861BOYAmt
EOY$1,084,203,151EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,344,081,437BOYAmt
EOY$1,341,595,254EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$555,653,546BOYAmt
EOY$604,136,450EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$684,438,995BOYAmt
EOY$726,924,770EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,584,173,978BOYAmt
EOY$2,672,656,474EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,646,586,839BOYAmt
EOY$3,756,859,625EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$155,887,445ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$54,632,548NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$12,772,401OtherChangesInNetAssetsAmt
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$227,337,686CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$260,031,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$301,578,645CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$266,524,449CurrentTaxYearMinus1YearAmt
Current Tax Year$331,631,004CurrentTaxYearAmt
Total$1,387,102,785TotalAmt

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$227,337,686CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$260,031,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$301,578,645CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$266,524,449CurrentTaxYearMinus1YearAmt
Current Tax Year$331,631,004CurrentTaxYearAmt
Total$1,387,102,785TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,387,102,785PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,057,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,145,285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,006,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,553,225CurrentTaxYearMinus1YearAmt
Current Tax Year$19,609,307CurrentTaxYearAmt
Total$67,372,230TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,454,475,015TotalSupportAmt
Gross Receipts Rltd Activities$3,023,084,311GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9537PublicSupportCY170Pct
Public Support PY1700.9469PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$550,424FilingOrganizationsTotalAmt
Affiliated Group Total$550,424AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$550,424FilingOrganizationsTotalAmt
Affiliated Group Total$550,424AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,053,354,450FilingOrganizationsTotalAmt
Affiliated Group Total$1,098,137,705AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,053,904,874FilingOrganizationsTotalAmt
Affiliated Group Total$1,098,688,129AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$551,458CurrentYearMinus3Amt
Current Year Minus2$552,156CurrentYearMinus2Amt
Current Year Minus1$536,814CurrentYearMinus1Amt
Current Year$550,424CurrentYearAmt
Total$2,190,852TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$100,023RevenuesIncludedAmt
Assets Included$6,234,224AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,622,017,188BeginningYearBalanceAmt
Contributions$26,019,248ContributionsAmt
Investment Earnings Or Losses-$18,477,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,620,349GrantsOrScholarshipsAmt
Other Expenditures$9,664,425OtherExpendituresAmt
Administrative Expenses$6,033,123AdministrativeExpensesAmt
End Year Balance$1,593,241,500EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,625,056,580BeginningYearBalanceAmt
Contributions$18,369,950ContributionsAmt
Investment Earnings Or Losses$66,337,135InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,555,041GrantsOrScholarshipsAmt
Other Expenditures$62,997,156OtherExpendituresAmt
Administrative Expenses$5,194,280AdministrativeExpensesAmt
End Year Balance$1,622,017,188EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.391BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.363PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.246TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,866,576OtherCostOrOtherBasisAmt
Book Value$75,866,576BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,632,266,679OtherCostOrOtherBasisAmt
Depreciation$701,044,771DepreciationAmt
Book Value$931,221,908BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$237,558,320OtherCostOrOtherBasisAmt
Depreciation$140,111,030DepreciationAmt
Book Value$97,447,290BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,104,535,774TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$540,418,770BookValueAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmt
Other Investments$10,499,269
Common Trust Equity Index Funds$376,527,943
Private Equities$464,768,349
Real Estate$179,193,702
Funds Held Under Bond Agreements$9,068,922
UNSETTLED INVESTMENTS$0
Natural Resources$126,850,558
Non-Marketable Credit$58,656,037
FieldValueIRS element (for citing)
Total Book Value Securities$1,765,983,550TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Interest Rate Agreements$68,916,964
Government Advances$23,721,646
FieldValueIRS element (for citing)
Total Liability$92,638,610TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,045,774,978TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$54,632,548NetUnrealizedGainsInvstAmt
Other Revenue-$134,490,033OtherRevenueAmt
Revenue Not Reported-$189,122,581RevenueNotReportedAmt
Revenue Subtotal$1,234,897,559RevenueSubtotalAmt
Other Revenues Not Included-$575,037OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$575,037RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,234,322,522TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$957,292,482TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$34,415,565OtherExpensesIncludedAmt
Expenses Not Reported$34,415,565ExpensesNotReportedAmt
Expenses Subtotal$922,876,917ExpensesSubtotalAmt
Other Expenses Not Included$155,558,160OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$155,558,160ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,078,435,077TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE ART COLLECTIONS AT THE UNIVERSITY ENTAIL PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT INTO USE WITHIN THE ORGANIZATIONS INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE TRUSTEES OF TUFTS COLLEGE HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteUS GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 2019, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Consolidated entities revenue - 19283061 Change in split interest agreement - -691228 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc. - 179790
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental expense netted with rental income - -2480152 Inter-departmental requisition revenue - 2296504 Fundraising expense netted with Fundraising income - -391389
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental expense netted with rental income - 2013442 Inter-departmental requisition revenue - 466710 Consolidated entities expenses - 15781800 Cumulative effect of account change SFAS 158 - 1569692 Change in fair value of interest rate agreements - 14192532 Fundraising expense netted with fundraising income - 391389
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsConsolidated entities expenses - 2296504 Tuition discount - XXX-XX-XXXX

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast 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 3 RACIALLY NONDISCRIMINATORY POLICYAS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHERE ARE MANY AREAS FROM WHICH TRUSTEES OF TUFTS COLLEGE RECEIVED FINANCIAL AID AND ASSISTANCE FROM GOVERNMENT AGENCIES. ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA AND NASA.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)56Program ServicesStudy-Abroad Education Program$4,012,375
East Asia and the Pacific32Program ServicesStudy-Abroad Education Program$466,131
South America11Program ServicesStudy-Abroad Education Program$383,411
Sub-Saharan Africa10Program ServicesStudy-Abroad Education Program$209,117
Central America and the Caribbean00Grantmaking$21,519
East Asia and the Pacific00Grantmaking$1,171,295
Europe (Including Iceland and Greenland)00Grantmaking$1,135,015
Middle East and North Africa00Grantmaking$285,180
North America (Canada & Mexico only)00Grantmaking$58,263
Russia and Neighboring States00Grantmaking$66,886
South America00Grantmaking$127,615
South Asia00Grantmaking$452,005
Sub-Saharan Africa00Grantmaking$2,601,076
Central America and the Caribbean00Investments$510,956,000
Europe (Including Iceland and Greenland)00Investments$62,627,000
North America (Canada & Mexico only)00Investments$12,273,000
Sub-Saharan Africa00Investments$2,341,000
Central America and the Caribbean00Program ServicesTravel for Mission Related Activities$25,745
East Asia and the Pacific00Program ServicesTravel for Mission Related Activities$128,522
Europe (Including Iceland and Greenland)00Program ServicesTravel for Mission Related Activities$356,145
Middle East and North Africa00Program ServicesTravel for Mission Related Activities$41,918
North America (Canada & Mexico only)00Program ServicesTravel for Mission Related Activities$48,064
Russia and Neighboring States00Program ServicesTravel for Mission Related Activities$25,357
South America00Program ServicesTravel for Mission Related Activities$27,799
South Asia00Program ServicesTravel for Mission Related Activities$58,465
Sub-Saharan Africa00Program ServicesTravel for Mission Related Activities$161,163
East Asia and the Pacific00Fundraising$1,727
Europe (Including Iceland and Greenland)00Fundraising$5,839
Middle East and North Africa00Fundraising$240
North America (Canada & Mexico only)00Fundraising$105
South America00Fundraising$64
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees9SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee9TotalEmployeeCnt
Subtotal Spent$596,845,888SubtotalSpentAmt
Continuation Spent$3,222,153ContinuationSpentAmt
Total Spent$600,068,041TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (32 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North America (Canada & Mexico only)Subcontract Research Grant$41,913Check
Europe (Including Iceland and Greenland)Subcontract Research Grant$30,630Check/Wire
South AsiaSubcontract Research Grant$50,211Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$60,025Wire
East Asia and the PacificSubcontract Research Grant$355,381Wire
Middle East and North AfricaSubcontract Research Grant$76,589Check
Middle East and North AfricaSubcontract Research Grant$161,236Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$85,966Electronic Funds Transfer
Europe (Including Iceland and Greenland)Subcontract Research Grant$178,146Check
Sub-Saharan AfricaSubcontract Research Grant$268,868Wire
South AsiaSubcontract Research Grant$25,000Wire
East Asia and the PacificSubcontract Research Grant$31,047Check
Sub-Saharan AfricaSubcontract Research Grant$211,371Wire
Sub-Saharan AfricaSubcontract Research Grant$35,592Wire
Sub-Saharan AfricaSubcontract Research Grant$37,832Wire
South AsiaSubcontract Research Grant$38,957Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$13,108Check
Europe (Including Iceland and Greenland)Subcontract Research Grant$17,488Wire
South AsiaSubcontract Research Grant$18,656Wire
East Asia and the PacificSubcontract Research Grant$274,510Wire
East Asia and the PacificSubcontract Research Grant$74,321Wire
East Asia and the PacificSubcontract Research Grant$108,885Wire
Sub-Saharan AfricaSubcontract Research Grant$103,836Wire
Sub-Saharan AfricaSubcontract Research Grant$76,862Wire
East Asia and the PacificSubcontract Research Grant$34,646Wire
Sub-Saharan AfricaSubcontract Research Grant$18,226Wire
Sub-Saharan AfricaSubcontract Research Grant$15,000Wire
East Asia and the PacificSubcontract Research Grant$75,376Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$23,331Check
Sub-Saharan AfricaSubcontract Research Grant$521,921Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$21,242Wire
Europe (Including Iceland and Greenland)Subcontract Research Grant$79,576Wire
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (28 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FellowshipsEast Asia and the Pacific6$17,911Electronic Funds Transfer
FellowshipsEurope (Including Iceland and Greenland)2$58,917Electronic Funds Transfer/Wire
FellowshipsRussia and Neighboring States1$1,500Check
FellowshipsSouth America1$3,500Wire
FellowshipsSouth Asia6$27,575Electronic Funds Transfer/Check
FellowshipsSub-Saharan Africa17$63,141Wire/Check
International Program AdvancesSub-Saharan Africa4$304,270Wire
ScholarshipsCentral America and the Caribbean3$21,519Check
ScholarshipsEast Asia and the Pacific34$160,130Electronic Funds Transfer/Check
ScholarshipsEurope (Including Iceland and Greenland)42$562,073Electronic Funds Transfer/Check
ScholarshipsMiddle East and North Africa5$43,920Electronic Funds Transfer/Wire/Check
ScholarshipsNorth America (Canada & Mexico only)6$9,800Electronic Funds Transfer/Wire/Check
ScholarshipsRussia and Neighboring States19$65,386Wire/Check
ScholarshipsSouth America13$122,685Electronic Funds Transfer/Check
ScholarshipsSouth Asia33$291,071Electronic Funds Transfer/Check
ScholarshipsSub-Saharan Africa47$709,064Electronic Funds Transfer/Check
Student PrizesEast Asia and the Pacific10$5,115Check
Student PrizesEurope (Including Iceland and Greenland)5$2,409Electronic Funds Transfer/Check
Student PrizesMiddle East and North Africa1$1,035Check
Student PrizesNorth America (Canada & Mexico only)2$6,300Electronic Funds Transfer/Check
Student PrizesSouth America2$1,430Electronic Funds Transfer/Check
Student PrizesSouth Asia2$536Check
Student PrizesSub-Saharan Africa3$9,707Electronic Funds Transfer/Check
Student StipendsMiddle East and North Africa1$2,400Wire
Student StipendsNorth America (Canada & Mexico only)1$250Electronic Funds Transfer
Student StipendsSub-Saharan Africa1$3,800Wire
Subcontract Research GrantsEast Asia and the Pacific2$33,973Wire
Subcontract Research GrantsSub-Saharan Africa3$218,178Wire
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 KIRKWOOD NORTH ROAD SWAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52404ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUND VENDORActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$676,335GrossReceiptsAmt
Retained By Contractor$543,783RetainedByContractorAmt
Net To Organization$132,552NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$676,335TotalGrossReceiptsAmt
Total Retained By Contractors$543,783TotalRetainedByContractorsAmt
Total Net To Organization$132,552TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SMFA ART SALEEvent1Nm
Gross Receipts Event1$689,501GrossReceiptsEvent1Amt
Charitable Contri Event1$317,497CharitableContriEvent1Amt
Gross Revenue Event1$372,004GrossRevenueEvent1Amt
Rent Facility Costs Event1$174RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,041FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$389,175OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$689,501GrossReceiptsTotalAmt
Charitable Contributions Tot$317,497CharitableContributionsTotAmt
Gross Revenue Total Events$372,004GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$174RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,041FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$389,175OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$391,390DirectExpenseSummaryEventsAmt
Net Income Summary-$19,386NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (122 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
33Sigma Learning Labs
22 College AveArlingtonMA02474471956657501(C)(3)$45,000Subcontract Grant Award
Aerogel Technologies LLC
270 Dorchester AveBostonMA02127264780499FOR PROFIT$67,900Subcontract Grant Award
Arizona State University
PO Box 876011TempeAZ852876011860196696501(C)(3)$32,910Subcontract Grant Award
Battelle Pacific Northwest Division
PO Box 84391SeattleWA981245691314379427501(C)(3)$59,840Subcontract Grant Award
Baystate Medical Center
PO Box 414168BostonMA022414168042790311501(C)(3)$257,418Subcontract Grant Award
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501(C)(3)$77,813Subcontract Grant Award
Trustees of Boston College
140 Commonwealth AveChestnut HillMA02467042103545501(C)(3)$108,936Subcontract Grant Award
Boston Medical Center
660 Harrison AveBostonMA02118043314093501(C)(3)$28,973Subcontract Grant Award
Boston University
PO Box 28763New YorkNY100878763042103547501(C)(3)$96,711Subcontract Grant Award
Brandeis University
PO Box 549110WalthamMA024549110042103552501(C)(3)$23,444Subcontract Grant Award
Bridgewater State University
131 Summer StBridgewaterMA02325043010428501(C)(3)$16,355Subcontract Grant Award
Brigham & Women's Hospital
PO Box 3887BostonMA02241042312909501(C)(3)$556,187Subcontract Grant Award
The Broad Institute Inc
415 Main StCambridgeMA02142263428781501(C)(3)$26,061Subcontract Grant Award
Brown University
PO Box 1911ProvidenceRI02912050258809501(C)(3)$528,753Subcontract Grant Award
Child Trends Inc
7315 Wisconsin Ave Ste 1200WBethesdaMD208143666132982969501(C)(3)$24,014Subcontract Grant Award
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501(C)(3)$195,798Subcontract Grant Award
Chinese Progressive Association Inc
28 Ash StBostonMA021111517042631569501(C)(3)$34,644Subcontract Grant Award
The Cleveland Clinic Foundation
PO Box 931562ClevelandOH441935012340714585501(C)(3)$615,715Subcontract Grant Award
College of William and Mary
PO Box 8795WilliamsburgVA231878795540734117501(C)(3)$130,404Subcontract Grant Award
Colorado State University
2002 Campus DeliveryFort CollinsCO805232002846000545501(C)(3)$28,005Subcontract Grant Award
Trustees of Columbia University
PO Box 29789New YorkNY10087135598093501(C)(3)$546,325Subcontract Grant Award
ConvergeOne Systems Integration Inc
PO Box 4869HoustonTX77210331009098FOR PROFIT$149,192Subcontract Grant Award
Cornell University
PO Box 22IthacaNY148510022150532082501(C)(3)$142,455Subcontract Grant Award
Dairy Grazing Apprenticeship
522 4th StHudsonWI54016462694047501(C)(3)$5,333Subcontract Grant Award
Dartmouth College
11 Rope Ferry Rd 6210HanoverNH037551404020222111501(C)(3)$77,474Subcontract Grant Award
Design Urbanism Architectural LLC
299 Broadway Ste 1010New YorkNY100071952861126424FOR PROFIT$22,131Subcontract Grant Award
Dimagi Inc
585 Massachusetts Ave Ste 4CambridgeMA02139830343298FOR PROFIT$121,812Subcontract Grant Award
Dudley Street Neighborhood Initiative
550 Dudley StRoxburyMA02119042859066501(C)(3)$11,299Subcontract Grant Award
Fox Chase Cancer Center
333 Cottman AvePhiladelphiaPA19111232003072501(C)(3)$173,386Subcontract Grant Award
Fuller Theological Seminary
180 N Oakland AvePasedenaCA91101951699394501(C)(3)$137,520Subcontract Grant Award
Fund for the City of New York
110 W 34th St Ste 807New YorkNY10001132612524501(C)(3)$13,200Subcontract Grant Award
The Geneva Foundation
917 Pacific Ave Ste 600TacomaWA98402911593913501(C)(3)$57,857Subcontract Grant Award
George Washington University
45155 Research Place Ste 205AshburnVA20147530196584501(C)(3)$103,770Subcontract Grant Award
Georgia Tech Research Corp
PO Box 100117AtlantaGA30384580603146501(C)(3)$177,999Subcontract Grant Award
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$128,380Subcontract Grant Award
Harvard University
PO Box 415649BostonMA02241042103580501(C)(3)$328,539Subcontract Grant Award
Heifer International
1 World AveLittle RockAR72202351019477501(C)(3)$5,569Subcontract Grant Award
International Food Policy Research Inst
2033 K Street NWWashingtonDC20006521041632501(C)(3)$178,651Subcontract Grant Award
Jackson Lab
610 Main StBar HarborME04609010211513501(C)(3)$58,770Subcontract Grant Award
Johns Hopkins University
12529 Collections Center DrChicagoIL60693520595110501(C)(3)$643,775Subcontract Grant Award
KUMC Research Institute Inc
3901 Rainbow BlvdKansas CityKS66160481108830501(C)(3)$20,497Subcontract Grant Award
Lahey Hospital & Medical Center
41 Mall RdBurlingtonMA01805042704686501(C)(3)$17,597Subcontract Grant Award
Life Connection Center
192 Appleton StLowellMA01852471339554501(C)(3)$27,695Subcontract Grant Award
LosAngeles Biomedical Research Institute
1124 W Carson St Bldg J-3TorranceCA90502952138184501(C)(3)$6,192Subcontract Grant Award
Maine Medical Center
22 Bramhall StPortlandME04102010238552501(C)(3)$144,930Subcontract Grant Award
Mass Eye and Ear Infirmary
243 Charles StBostonMA02114042103591501(C)(3)$17,296Subcontract Grant Award
Mass General Hospital
PO Box 3829BostonMA02241042697983501(C)(3)$231,739Subcontract Grant Award
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501(C)(3)$604,758Subcontract Grant Award
MDI Biological Laboratory
PO Box 35Salisbury CoveME04672010202467501(C)(3)$75,477Subcontract Grant Award
Medical College of Wisconsin
8701 Watertown RdMilwaukeeWI53226390806261501(C)(3)$114,761Subcontract Grant Award
Medical University South Carolina
19 Hagood Ave Ste 805CharlestonSC294258040576000722501(C)(3)$14,600Subcontract Grant Award
Metropolitan Area Planning Council
60 Temple PlaceBostonMA02111042472296501(C)(3)$36,197Subcontract Grant Award
The MGH Institute of Health Profession
399 Revolution Dr 7th Fl Ste 745SomervilleMA021451444042868893501(C)(3)$8,172Subcontract Grant Award
Montana State University
PO Box 172470BozemanMT597172470816010045501(C)(3)$44,671Subcontract Grant Award
Museum of Science
Science ParkBostonMA021141099042103916501(C)(3)$18,225Subcontract Grant Award
Natl Kidney Foundation Inc
30 E 33rd StNew YorkNY10016131673104501(C)(3)$9,540Subcontract Grant Award
New Jersey Institute of Technology
323 Dr Martin Luther King Jr BlvdNewarkNJ071021982226000910501(C)(3)$7,896Subcontract Grant Award
New York Academy of Medicine
1216 Fifth AveNew yorkNY10029131656674501(C)(3)$14,515Subcontract Grant Award
New York Medical College
40 Sunshine Cottage RdValhallaNY10595131099420501(C)(3)$157,332Subcontract Grant Award
New York University
PO Box 415026BostonMA022415026135562308501(C)(3)$59,455Subcontract Grant Award
Northeastern University
360 Huntington AveBostonMA02115041679980501(C)(3)$421,427Subcontract Grant Award
Northwestern University
633 Clark St Rm G-547EvanstonIL602081112362167817501(C)(3)$115,620Subcontract Grant Award
Franklin Olin College of Engineering Inc
1000 Olin WayNeedhamMA024921200061519057501(C)(3)$15,000Subcontract Grant Award
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140936001786501(C)(3)$5,563Subcontract Grant Award
Parlance Corp
400 W Cummings Pk Ste 200WoburnMA01801043334185FOR PROFIT$40,740Subcontract Grant Award
Pine Manor College
400 Heath StChestnut HillMA02467042321292501(C)(3)$9,775Subcontract Grant Award
Princeton University
701 Carnegie Center Ste 443PrincetonNJ08540210634501501(C)(3)$76,612Subcontract Grant Award
Purdue University
23510 Network PlChicagoIL60673356002041501(C)(3)$52,118Subcontract Grant Award
Quivira Coalition
1413 Second St Ste 1Santa FeNM87505311551770501(C)(3)$18,096Subcontract Grant Award
RAND Corporation
PO Box 2138Santa MonicaCA904072138951958142501(C)(3)$156,981Subcontract Grant Award
Regents of the University of Minnesota
PO Box 1450MinneapolisMN554855957416007513501(C)(3)$9,276Subcontract Grant Award
Rensselaer Polytechnic Institute
110 8th StTroyNY121803500141340095501(C)(3)$388,743Subcontract Grant Award
Rhode Island Hospital
1 Hoppin StProvidenceRI029034141050258954501(C)(3)$13,472Subcontract Grant Award
Rogue Farm Corps
PO Box 533AshlandOR97520030529330501(C)(3)$6,567Subcontract Grant Award
Rowan University
201 Mullica Hill RdGlassboroNJ08028222764819501(C)(3)$11,586Subcontract Grant Award
Rush University
1700 West Van Buren StChicagoIL606123833362174823501(C)(3)$142,586Subcontract Grant Award
Seven Hills Foundation
81 Hope AveWorcesterMA01603043293659501(C)(3)$6,487Subcontract Grant Award
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501(C)(3)$33,259Subcontract Grant Award
Stanford University
PO Box 44253San FranciscoCA941444253941156365501(C)(3)$214,549Subcontract Grant Award
Syracuse University
119 Bowne HallSyracuseNY132441140150532081501(C)(3)$33,149Subcontract Grant Award
Telcom Billing & Management Solutions LLC
1600 Boston-Providence HwyWalpoleMA02081593828470FOR PROFIT$8,550Subcontract Grant Award
Texas A&M Health Science Center COM
400 Harvey Mitchell Pkwy S Ste 300College StationTX778454375311702109501(C)(3)$409,321Subcontract Grant Award
Think3d
3 Barrymore RoadHanoverNH03755461019559FOR PROFIT$19,181Subcontract Grant Award
Translational Genomics Research Institute
445 North Fifth Street Ste 600PhoenixAZ85004753065445501(C)(3)$144,835Subcontract Grant Award
Tufts Medical Center
750 Washington StBostonMA02111043400617501(C)(3)$8,633,605Subcontract Grant Award
Tunxis Community College
271 Scott Swamp RdFarmingtonCT06032066268897501(C)(3)$25,483Subcontract Grant Award
Univ of California Davis
PO Box 989062West SacramentoCA957989062946036494501(C)(3)$162,164Subcontract Grant Award
Regents of Univ of California San Francisco
1855 Folsom StSan FranciscoCA94143946036493501(C)(3)$14,666Subcontract Grant Award
Regents of the Univ of California
2195 Hearst Ave Rm 130 MC 1103BerkeleyCA947201103946002123501(C)(3)$160,190Subcontract Grant Award
Univ of Georgia Research Foundation Inc
310 E Campus RdAthensGA30602581353149501(C)(3)$12,285Subcontract Grant Award
Univ of North Carolina at Chapel Hill
PO Box 402420AtlantaGA303842420566001393501(C)(3)$117,892Subcontract Grant Award
Regents of University of California
SAASB Bldg Rm 1212Santa BarbaraCA931062003956006145501(C)(3)$74,835Subcontract Grant Award
University of California San Diego
9500 Gilman Dr MC 0009La JollaCA920930009956006144501(C)(3)$98,298Subcontract Grant Award
University of Connecticut
438 Whitney Rd Ext Unit 1133StorrsCT062691133060772160501(C)(3)$28,037Subcontract Grant Award
University of Georgia
310 E Campus RoadAthensGA30602586001998501(C)(3)$538,141Subcontract Grant Award
University of Idaho
875 Perimeter Dr MS 3020MoscowID838443020826000945501(C)(3)$33,203Subcontract Grant Award
University of Illinois
PO Box 20787SpringfieldIL62708376000511501(C)(3)$36,735Subcontract Grant Award
University of Massachusetts
100 Morrissey BlvdBostonMA02125043167352501(C)(3)$146,707Subcontract Grant Award
University of Miami
PO Box 405803AtlantaGA303845803590624458501(C)(3)$12,848Subcontract Grant Award
Regents of the University of Michigan
Box 223131PittsburghPA152512131386006309501(C)(3)$228,249Subcontract Grant Award
University of Missouri
PO Box 806010Kansas CityMO64106436003859501(C)(3)$79,609Subcontract Grant Award
University of Northern Iowa
Office of Business OperationsCedar FallsIA50614426004333501(C)(3)$34,818Subcontract Grant Award
Trustees of the University of Pennsylvania
PO Box 785541PhiladelphiaPA19178231352685501(C)(3)$55,396Subcontract Grant Award
University of Pittsburgh
PO Box 371220PittsburghPA152517220250965591501(C)(3)$126,080Subcontract Grant Award
University of South Carolina
1600 Hampton St Rm 612ColumbiaSC29208576001153501(C)(3)$13,360Subcontract Grant Award
University of Texas
PO Box 301418DallasTX753031418741761309501(C)(3)$40,313Subcontract Grant Award
University of Texas at Austin
PO Box 7159AustinTX787137159746000203501(C)(3)$44,287Subcontract Grant Award
University of Utah
201 S Presidents Cir Rm 406Salt Lake CityUT841129020876000525501(C)(3)$14,070Subcontract Grant Award
University of Vermont
217 Waterman Bldg 85 S Prospect StBurlingtonVT054050160030179440501(C)(3)$143,923Subcontract Grant Award
University of Virginia
PO Box 400195CharlottesvilleVA229044195546001796501(C)(3)$31,515Subcontract Grant Award
University of Washington
Box 354966SeattleWA981954966916001537501(C)(3)$231,626Subcontract Grant Award
University of Wisconsin
Office For Research Spons ProgMilwaukeeWI532780538396006492501(C)(3)$103,509Subcontract Grant Award
US Dept of Agriculture
PO Box 979099St LouisMO631799000410696271501(C)(3)$6,964Subcontract Grant Award
Vaxess Technologies Inc
790 Memorial DrCambridgeMA021394648460612554FOR PROFIT$59,724Subcontract Grant Award
Vilicus Farms
23856 Rd 265 NHavreMT59501293783106FOR PROFIT$9,998Subcontract Grant Award
Virginia Polytechnic Inst & State Univ
300 Turner StBlacksburgVA24061546001805501(C)(3)$11,484Subcontract Grant Award
Washington State University
PO Box 641025PullmanWA991641025916001108501(C)(3)$99,358Subcontract Grant Award
Washington University
700 Rosedale AveSt LouisMO63112430653611501(C)(3)$846,457Subcontract Grant Award
Wellesley College
Green Hall 139 106 Central StWellesleyMA024818203042103637501(C)(3)$14,408Subcontract Grant Award
Women & Infants Hospital of Rhode Island
350 Duncan DrProvidenceRI02906050258937501(C)(3)$50,530Subcontract Grant Award
Woods Hole Research Center
149 Woods Hole RdFalmouthMA02540043005094501(C)(3)$30,509Subcontract Grant Award
Youthbuild USA Inc
58 Day StSomervilleMA02144223076454501(C)(3)$30,000Subcontract Grant Award
FieldValueIRS element (for citing)
Total501c3 Org112Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS5896$147,063,470
FELLOWSHIPS680$2,622,304
STUDENT PRIZES617$834,323
STUDENT STIPENDS503$550,386

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationDUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony P Monaco
Trustee & University President$879,680$0$0$0$153,505$0$53,330$0$127,585$0$1,214,100$0$0$0
David R Harris
Provost & Sr VP - End Date 4/15/2018$212,071$0$0$0$24,535$0$37,083$0$37,761$0$311,450$0$0$0
David J Kahle
VP - Information Technology, CIO - End Date 5/11/2018$119,675$0$0$0$78,399$0$27,030$0$11,020$0$236,124$0$0$0
Patricia L Campbell
Executive VP, End Date 5/31/2019$544,263$0$0$0$7,590$0$53,330$0$10,394$0$615,577$0$0$0
Mary R Jeka
VP - University Relations$428,185$0$0$0$3,021$0$53,330$0$10,292$0$494,828$0$0$0
Thomas S McGurty
VP - Finance & Treasurer$407,210$0$0$0$5,631$0$53,330$0$25,906$0$492,077$0$0$0
Julien C Carter
VP - Human Resources$295,677$0$0$0$13,480$0$41,263$0$29,790$0$380,210$0$0$0
Michael A Baenen
See Schedule O for Title$178,473$0$0$0$19,292$0$24,048$0$13,464$0$235,277$0$0$0
Paul J Tringale
Secretary of Corporation$163,936$0$0$0$660$0$20,167$0$57,290$0$242,053$0$0$0
Eric C Johnson
VP - University Advancement$462,071$0$0$0$2,175$0$53,330$0$23,248$0$540,824$0$0$0
Elizabeth Mcclain
Associate Treasurer$155,700$0$7,663$0$18,866$0$20,897$0$20,652$0$223,778$0$0$0
Barbara Stein
VP Operations$307,223$0$0$0$483$0$40,830$0$28,616$0$377,152$0$0$0
Deborah T Kochevar
Interim Provost & Sr VP - End Date 6/30/2019$407,926$0$0$0$10,196$0$34,830$0$22,978$0$475,930$0$0$0
Jean E Ayers
Interim VP - Communications & Marketing - End Date 8/27/2018$193,312$0$0$0$3,444$0$23,457$0$9,642$0$229,855$0$0$0
Linda M Abriola
ENGINEERING PROFESSOR -START DATE 9/01/2015, DEAN OF ENGINEERING - END DATE 8/31/2015$300,434$0$0$0$2,182$0$34,830$0$57,508$0$394,954$0$0$0
Harris A Berman
Dean Medical School$463,210$0$0$0$21,171$0$34,830$0$28,604$0$547,815$0$0$0
James M Glaser
Dean Arts & Sciences$362,666$0$0$0$1,677$0$34,830$0$28,702$0$427,875$0$0$0
Jianmin Qu
Dean of Engineering$370,532$0$0$0$21,260$0$34,830$0$22,456$0$449,078$0$0$0
Huw Thomas
Dean Dental School$422,469$0$0$0$5,814$0$34,830$0$15,124$0$478,237$0$0$0
Joyce S Knoll
Interim Dean Cummings School - Start Date 4/16/2018$197,507$0$0$0$1,241$0$24,432$0$21,316$0$244,496$0$0$0
Daniel Jay
Dean School for Graduate Biomedical Sciences$218,183$0$15,000$0$6,706$0$27,668$0$23,191$0$290,748$0$0$0
Sally Dungan
Chief Investment Officer$416,900$0$236,745$0$26,111$0$160,803$0$26,648$0$867,207$0$97,455$0
Dariush Mozaffarian
Dean Friedman School$417,633$0$0$0$681$0$34,830$0$28,532$0$481,676$0$0$0
Maria Papageorge
Professor & Chair$230,574$0$293,071$0$27,829$0$32,388$0$24,319$0$608,181$0$0$0
TRYFAN D EVANS
DIRECTOR OF INVESTMENTS$251,220$0$162,658$0$18,905$0$121,828$0$5,165$0$559,776$0$75,708$0
Constantinos Laskarides
Associate Professor$144,487$0$233,807$0$16,603$0$17,606$0$32,068$0$444,571$0$0$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 2018, ONE OFFICER AND ONE OF THE TOP-5 HIGH- COMPENSATED EMPLOYEES TRAVELED USING SUCH AIRLINE ACCOMMODATIONS, THE VALUE OF WHICH WAS NOT INCLUDED IN THEIR TAXABLE COMPENSATION AS THIS ACTIVITY WAS A BUSINESS EXPENSE.
Schedule J, Part I, Line 1a Travel for companionsTHE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2018, TWO OFFICERS AND ONE FORMER KEY EMPLOYEE RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D).
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDES HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. IN ADDITION, THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $ 236,745 IN 2018. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). TRYFAN D. EVANS, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $162,658 IN 2018. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). FOR ALL INDIVIDUALS PARTICIPATING IN THE INCENTIVE COMPENSATION PLAN THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING THREE YEARS WHICH ALLOW FOR 50% IN YEAR ONE AND 25% FOR YEARS TWO AND THREE. THE ACTUAL INCENTIVE PAYOUTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND AMOUNTS PAID TO THESE INDIVIDUALS ARE FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 6(a) AND LINE 7.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationTWO FULL-TIME FACULTY MEMBERS OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE PARTICIPATE IN a GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATES (TDA), WHERE they PRACTICE DENTISTRY. AS MEMBERs OF TDA, they have A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS, which is BASED ON NET COLLECTIONS FOR the PRACTICE.
Schedule J, Part I, Line 7 Non-fixed paymentsONE OFFICER AND ONE KEY EMPLOYEE RECEIVED NON-FIXED PAYMENTS FOR EXTRAORDINARY JOB PERFORMANCE. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). TWO INVESTMENT OFFICERS PARTICIPATE IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED NON-FIXED PAYMENTS FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THESE AMOUNTS ARE A COMPONENT OF THE TOTAL REPORTABLE AMOUNTS AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionThe Provost is serving under his initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$29,300,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$3,130,000$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
C$3,600,000$27,900,000$27,900,000Yes (true)falseYes (true)Yes (true)
D$50,532,192$532,192$50,000,000Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
B0.0
C0.0
DYes (true)0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE BANK & BNY MELLON
AfalsefalseYes (true)falseYes (true)Yes (true)10.0Yes (true)falsefalseDeutsche Bank and Bank of AmericafalseYes (true)
(no name)
BfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
(no name)
CfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
BNY MELLON
DfalsefalseYes (true)falseYes (true)Yes (true)25.0falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE KMULTIPLE SCHEDULES ARE ATTACHED
Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT)RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM.
Schedule K, Part I, Column (c) CUSIP #MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP
Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGSTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW
Schedule K, Part III Column (D)SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K
Schedule K, Part III, Line 6 ALL SERIES WITH 0.0%WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD
Schedule K, Part III COLUMNS (B) & (C)BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K
Schedule K, Part II, Line 1 COLUMN (A)AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT.
Schedule K, Part II, Line 2 COLUMN (A)AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT.
Schedule K, Part II, Line 3 COLUMN (C)SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048
Schedule K, Part II, Line 1 COLUMN B & COLUMN CANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF BONDS

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtUnspentUnspentAmt
A$2,365,000$78,544,431$63,860,322$728,677$5,700,580$8,254,8522016falseYes (true)falseYes (true)
B$28,000,000$66,569$27,933,4312016falsefalsefalseYes (true)$6,147,366
C$34,000,000$397,771$29,961,950falsefalsefalseYes (true)$3,640,279

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalseYes (true)falsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$1,053,300INVESTMENT MANAGEMENT SERVICESfalse
ZOIA MONACO
SPOUSE OF PRESIDENT$12,270EMPLOYMENTfalse
MARISA DOHERTY
SISTER-IN-LAW OF CURRENT TRUSTEE CHAIR$41,340EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$88,723NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,560NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,480NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution183ContributionCnt
Noncash Contributions Rpt F990$5,944,959NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$11,210,453NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$11,300NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$70,099NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$68,565NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT14$135,599Market value
Yes (X)GIFT CARDS7$894Market value
Yes (X)DINNER EVENTS AND MEETINGS13$55,158Market value
Yes (X)DONATED TRAVEL EXPENSES1$10,704Market value
Yes (X)CONTRIBUTION PORTION FROM THE SMFA ART SALE23$325,082Market value
Yes (X)RENTAL EXPENSE REDUCTION1$431,525Market value
Yes (X)SPORTS/CONCERT TICKETS7$2,135Market value
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I NON-CASH CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSTUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES.
Form 990, Part III, Line 1Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With over 11,000 full-time students from 101 countries, we are committed to providing A transformative experiences for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD AND TUFTS IS RECOGNIZED AMONGST THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJOHN BELLO AND DANIEL J. DOHERTY III - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT,RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS, TOWERS, WATSON AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesFOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, TUFTS UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS.
Form 990, Part VI, Line 19 Required documents available to the publicTRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU.
Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLESMICHAEL BAENEN - SERVES AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesConsolidated Entities Revenue - 3501261; Cumulative Effect of Accounting Change SFAS 158 - -1569693; Change in split Interest Agreement - -691229; Change in fair value of interest rate agreements - -14192530; Investment in Tufts Shared Services, Inc. - 179790;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$0$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$3,639,789$2,647,533TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA$10,093$0TRUSTEES OF TUFTS COLLEGE
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREETSOMERVILLEMA02144800754011HEALTH AND WELLNESS SERVICESMA$0$0TRUSTEES OF TUFTS COLLEGE
TAS Operations LLC
149 New Sweden RoadWoodstockCT06281042103634Veterinary ServicesCT$137,395$0Trustees of Tufts College

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC Corporation-$6,214$39,4281Yes (true)
PERPETUAL TRUSTS - (8)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE REMAINDER UNITRUSTS - (28)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE LEAD TRUSTS - (5)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
TUFTS UNIVERSITY CHARITABLE TRUST
169 HOLLAND ST ATTN TAX DEPTSOMERVILLEMA02144516581922SUPPORTTRUSTEES OF TUFTS COLLEGETrust$45,994$196,6581.00Yes (true)HK
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
D$11,272,795FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,260,626FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$227,964FAIR MARKET VALUE
TUFTS GLOBAL INC
M$835,472FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$696,774FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,065,000FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
D$57,324FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
L$610,907FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
Q$798,496FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
L$772,377FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
I$885,460FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
C$171,620FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
M$282,794FAIR MARKET VALUE
TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST
S$2,184,218FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

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

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Trustees of Tufts College
169 Holland Street Attn Tax DeptSomervilleMA02144042103634Yes (X)$0$550,424$550,424$1,053,354,450$1,053,904,874$1,000,000$250,000$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$864,737$864,737$154,711$38,678$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON STREET BOX 821BOSTONMA02111237000827$0$0$0$28,217,221$28,217,221$1,000,000$250,000$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$11,808,215$11,808,215$740,411$185,103$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$3,033,560$3,033,560$301,678$75,420$0$0$0
TUFTS GLOBAL INC
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144474543971$0$0$0$859,522$859,522$153,928$38,482$0$0$0