2020-07-13T08:30:33-05:00 2019-06-30 990 2018-07-01 042103634 Trustees of Tufts College TRUS 6176273264 169 Holland Street Attn Tax Dept Somerville MA 02144 JAMES M HURLEY VP FINANCE & TREASURER 2020-07-13 2018 2021-01-29 14:40:06Z Tufts University Anthony P Monaco 169 Holland Street Attn Tax Dept Somerville MA 02144 2752019599 false X www.tufts.edu X 1852 MA Education and Research 40 37 12303 0 -4328766 0 266917341 331631004 715095344 752115756 160437369 147745227 2030398 2830535 1144480452 1234322522 170381654 179451212 0 548695387 564562046 1402418 1281421 24530203 314129269 333140398 1034608728 1078435077 109871724 155887445 3646586839 3756859625 1062412861 1084203151 2584173978 2672656474 SEE SCHEDULE O false false 563426403 153823590 629472749 INSTRUCTION - DURING THE 2018-2019 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,377 UNDERGRADUATE, 1,420 GRADUATE, 518 PROFESSIONAL AND 218 CERTIFICATE. 283840146 25627622 109305774 RESEARCH -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. 81718227 0 10259318 AUXILIARY 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. 928984776 true true false true false false true true true true true false false true true false true true true true true true true true false false true true true true false false false false false false false false true true true true false false true true true true true false true X 2565 0 true 12303 true true true true HK JA KE SL SP UG UK UV CI CH ET FR GM GH false false false true true true false false false false false X 40 37 true false false false false false false true true false true true true true true true true true true true false CA LA MA MS MT ND OK WV X James Walsh Executive Director & University Controller 6176273816 169 Holland Street Somerville MA 02144 Anthony P Monaco Trustee & University President 60.0 1.0 X X 1033185 0 180915 Peter R Dolan Trustee - Chairman 3.0 0 X X 0 0 0 Jonathan M Tisch Trustee - Vice Chair 3.0 0 X X 0 0 0 Jeannie H Diefenderfer Trustee - Vice Chair 3.0 0 X X 0 0 0 Daniel J Doherty III Trustee - Vice Chair 3.0 0 X X 0 0 0 Dina A Al-Tayeb Trustee 3.0 0 X 0 0 0 John J Bello Trustee 3.0 0 X 0 0 0 Betsy Busch Trustee 3.0 0 X 0 0 0 Elizabeth Cochary Gross Trustee 3.0 0 X 0 0 0 John H deJong Trustee 3.0 0 X 0 0 0 E Michael Fung Trustee 3.0 0 X 0 0 0 Laurie A Gabriel Trustee 3.0 0 X 0 0 0 Steven M Galbraith Trustee 3.0 0 X 0 0 0 Steven A Goldstein Trustee 3.0 0 X 0 0 0 Michael S Gordon Trustee 3.0 0 X 0 0 0 Bruce D Grossman Trustee 3.0 0 X 0 0 0 Diane S Hessan Trustee 3.0 0 X 0 0 0 Varney J Hintlian Trustee 3.0 0 X 0 0 0 Deborah R Jospin Trustee 3.0 0 X 0 0 0 Peter H Kamin Trustee 3.0 0 X 0 0 0 Michael A Karsch Trustee 3.0 0 X 0 0 0 Brian H Kavoogian Trustee 3.0 0 X 0 0 0 Diana V Lopez Trustee 3.0 0 X 0 0 0 Steven E Karol Trustee 3.0 0 X 0 0 0 Jeffrey M Moslow Trustee 3.0 1.0 X 0 0 0 Elyse A Newhouse Trustee 3.0 0 X 0 0 0 David B Rone Trustee 3.0 0 X 0 0 0 Hugh R Roome III Trustee 3.0 0 X 0 0 0 Ankur A Sahu Trustee 3.0 0 X 0 0 0 Janis A Savin-Williams Trustee 3.0 0 X 0 0 0 Neal B Shapiro Trustee 3.0 0 X 0 0 0 Tina H Surh Trustee 3.0 0 X 0 0 0 Kalahn Taylor-Clark Trustee 3.0 0 X 0 0 0 Teri C Volpert Trustee 3.0 0 X 0 0 0 James J Wong Trustee 3.0 0 X 0 0 0 Mark D Goodman Trustee 3.0 0 X 0 0 0 Katherine A Kaplan Trustee 3.0 0 X 0 0 0 Christopher J McKown Trustee 3.0 0 X 0 0 0 Maria A Oquendo Trustee 3.0 0 X 0 0 0 Douglas Rachlin Trustee 3.0 0 X 0 0 0 Patricia L Campbell Executive VP, End Date 5/31/2019 40.0 1.0 X 551853 0 63724 Mary R Jeka VP - University Relations 40.0 0 X 431206 0 63622 Thomas S McGurty VP - Finance & Treasurer 40.0 3.0 X 412841 0 79236 Julien C Carter VP - Human Resources 40.0 1.0 X 309157 0 71053 Michael A Baenen See Schedule O for Title 40.0 0 X 197765 0 37512 Paul J Tringale Secretary of Corporation 40.0 0 X 164596 0 77457 Eric C Johnson VP - University Advancement 40.0 0 X 464246 0 76578 Elizabeth Mcclain Associate Treasurer 40.0 0.3 X 182229 0 41549 Barbara Stein VP Operations 50.0 1.0 X 307706 0 69446 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 40.0 1.0 X 418122 0 57808 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 40.0 0 X 196756 0 33099 Michael Rodman VP Communications & Marketing - Start Date 8/27/2018 40.0 0 X 87584 0 10922 Harris A Berman Dean Medical School 40.0 0.0 X 484381 0 63434 James M Glaser Dean Arts & Sciences 40.0 0 X 364343 0 63532 Jianmin Qu Dean of Engineering 40.0 0 X 391792 0 57286 Huw Thomas Dean Dental School 40.0 0 X 428283 0 49954 Joyce S Knoll Interim Dean Cummings School - Start Date 4/16/2018 40.0 0 X 198748 0 45748 Daniel Jay Dean School for Graduate Biomedical Sciences 40.0 0 X 239889 0 50859 Sally Dungan Chief Investment Officer 40.0 5.0 X 679756 0 187451 Dariush Mozaffarian Dean Friedman School 40.0 0 X 418314 0 63362 Maria Papageorge Professor & Chair 40.0 0 X 551474 0 56707 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 10.0 40.0 X 432783 0 126993 Constantinos Laskarides Associate Professor 40.0 0 X 394897 0 49674 Linda M Abriola ENGINEERING PROFESSOR -START DATE 9/01/2015, DEAN OF ENGINEERING - END DATE 8/31/2015 40.0 0 X 302616 0 92338 David R Harris Provost & Sr VP - End Date 4/15/2018 40.0 0 X 236606 0 74844 David J Kahle VP - Information Technology, CIO - End Date 5/11/2018 40.0 0 X 198074 0 38050 10079202 0 1883153 1233 true true false CONSIGLI CONSTRUCTION INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 17180337 C&W FACILITY SERVICES INC 4002 SOLUTIONS CENTER CHICAGO IL 606774000 CLEANING 11842590 COLUMBIA CONSTRUCTION CO 100 RIVERPARK DRIVE NORTH READING MA 018640220 CONSTRUCTION 9967551 DIRECT ENERGY BUSINESS LLC 194 S WOOD AVE ISELIN NJ 08830 UTILITY MANAGEMENT SERVICES 7757450 COMMODORE BUILDERS 404 WYMAN STREET 400 WALTHAM MA 02451 CONSTRUCTION 5950153 422 317498 157303624 174009882 18364236 331631004 INSTRUCTION 900099 629472749 629472749 CLINICAL AND OTHER EDUCATION 541900 111368119 109305774 2062345 AUXILLIARY ENTERPRISES 900099 11274888 10259318 1015570 0 0 0 0 752115756 14765330 -7481908 22247238 3344951 3344951 1518412 2013442 -495030 0 -495030 -495030 1618641143 29630999 1497634184 17658061 121006959 11972938 132979897 75227 132904670 372004 317498 391390 -19386 -19386 0 0 0 0 0 1234322522 749037841 -4328766 157982443 22461875 22461875 151070483 151070483 5918854 5918854 8355565 2489824 5304544 561197 201771 201771 441763369 367391578 60148887 14222904 31638901 25520952 5006754 1111195 55516656 44913652 8391876 2211128 27085784 21608831 4528995 947958 4627058 2597878 2024691 4489 537794 537794 550424 550424 1281421 1281421 2357526 2357526 46570362 36003685 10440873 125804 1245967 1007766 165348 72853 61935760 50574227 9936094 1425439 12837492 2563403 10049106 224983 1733105 1733105 48434564 46995293 1022434 416837 14554847 12969597 1331636 253614 5935149 4046995 1066061 822093 30553850 29645919 644979 262952 60537001 58738098 1277911 520992 BOOKS, PERIODICALS & MEDIA 12634361 12547048 28238 59075 SUBSIDIARY EXPENSE-TVETS 12070955 12070955 EQUIPMENT PURCHASES 5535897 5444013 91847 37 GOODS AND SERVICES 6867857 6851043 11582 5232 3620429 3617931 2498 0 1078435077 928984776 124920098 24530203 46144380 40492664 83372888 109670444 16325670 14137569 0 0 0 44924731 44060800 1221618 1142467 1676378 2720572 1945691575 841155801 1063886966 1104535774 518299078 546585734 1740474551 1765983550 29306535 31461185 100954044 96068866 3646586839 3756859625 160485982 188223397 63631995 51030493 756524569 748279252 3882905 4031399 0 77887410 92638610 1062412861 1084203151 X 1344081437 1341595254 555653546 604136450 684438995 726924770 2584173978 2672656474 3646586839 3756859625 X 155887445 -54632548 -12772401 X false true X true true true X 227337686 260031001 301578645 266524449 331631004 1387102785 0 0 227337686 260031001 301578645 266524449 331631004 1387102785 0 1387102785 10057578 10145285 11006835 16553225 19609307 67372230 0 0 0 0 0 0 0 1454475015 3023084311 0.9537 0.9469 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 550424 550424 550424 550424 1053354450 1098137705 1053904874 1098688129 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 551458 552156 536814 550424 2190852 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 100023 6234224 X X X X true false true X 1893035025 32989320 60497350 23462024 47856371 5596060 1909607240 1774579213 30995244 164783768 23224991 48773468 5324741 1893035025 1593241500 51997700 224381646 24501160 65273324 5267149 1774579213 1622017188 26019248 -18477039 20620349 9664425 6033123 1593241500 1625056580 18369950 66337135 19555041 62997156 5194280 1622017188 0.391 0.363 0.246 false false 75866576 75866576 1632266679 701044771 931221908 237558320 140111030 97447290 1104535774 540418770 Other Investments 10499269 Common Trust Equity Index Funds 376527943 Private Equities 464768349 Real Estate 179193702 Funds Held Under Bond Agreements 9068922 UNSETTLED INVESTMENTS 0 Natural Resources 126850558 Non-Marketable Credit 58656037 1765983550 Interest Rate Agreements 68916964 Government Advances 23721646 92638610 X 1045774978 -54632548 -134490033 -189122581 1234897559 -575037 -575037 1234322522 957292482 34415565 34415565 922876917 155558160 155558160 1078435077 Schedule D, Part XI FINANCIAL STATEMENTS THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. Schedule D, Part III, Line 4 Collections of art - description of collections THE ART COLLECTIONS AT THE UNIVERSITY ENTAIL PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT INTO USE WITHIN THE ORGANIZATIONS INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. Schedule D, Part V, Line 4 Intended uses of endowment funds THE TRUSTEES OF TUFTS COLLEGE HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 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 990 Consolidated 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 statements Rental 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 990 Rental 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 statements Consolidated entities expenses - 2296504 Tuition discount - XXX-XX-XXXX true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY AS 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 GOVERNMENT THERE 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. true Europe (Including Iceland and Greenland) 5 6 Program Services Study-Abroad Education Program 4012375 East Asia and the Pacific 3 2 Program Services Study-Abroad Education Program 466131 South America 1 1 Program Services Study-Abroad Education Program 383411 Sub-Saharan Africa 1 0 Program Services Study-Abroad Education Program 209117 Central America and the Caribbean 0 0 Grantmaking 21519 East Asia and the Pacific 0 0 Grantmaking 1171295 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1135015 Middle East and North Africa 0 0 Grantmaking 285180 North America (Canada & Mexico only) 0 0 Grantmaking 58263 Russia and Neighboring States 0 0 Grantmaking 66886 South America 0 0 Grantmaking 127615 South Asia 0 0 Grantmaking 452005 Sub-Saharan Africa 0 0 Grantmaking 2601076 Central America and the Caribbean 0 0 Investments 510956000 Europe (Including Iceland and Greenland) 0 0 Investments 62627000 North America (Canada & Mexico only) 0 0 Investments 12273000 Sub-Saharan Africa 0 0 Investments 2341000 Central America and the Caribbean 0 0 Program Services Travel for Mission Related Activities 25745 East Asia and the Pacific 0 0 Program Services Travel for Mission Related Activities 128522 Europe (Including Iceland and Greenland) 0 0 Program Services Travel for Mission Related Activities 356145 Middle East and North Africa 0 0 Program Services Travel for Mission Related Activities 41918 North America (Canada & Mexico only) 0 0 Program Services Travel for Mission Related Activities 48064 Russia and Neighboring States 0 0 Program Services Travel for Mission Related Activities 25357 South America 0 0 Program Services Travel for Mission Related Activities 27799 South Asia 0 0 Program Services Travel for Mission Related Activities 58465 Sub-Saharan Africa 0 0 Program Services Travel for Mission Related Activities 161163 East Asia and the Pacific 0 0 Fundraising 1727 Europe (Including Iceland and Greenland) 0 0 Fundraising 5839 Middle East and North Africa 0 0 Fundraising 240 North America (Canada & Mexico only) 0 0 Fundraising 105 South America 0 0 Fundraising 64 10 9 0 0 10 9 596845888 3222153 600068041 North America (Canada & Mexico only) Subcontract Research Grant 41913 Check Europe (Including Iceland and Greenland) Subcontract Research Grant 30630 Check/Wire South Asia Subcontract Research Grant 50211 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 60025 Wire East Asia and the Pacific Subcontract Research Grant 355381 Wire Middle East and North Africa Subcontract Research Grant 76589 Check Middle East and North Africa Subcontract Research Grant 161236 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 85966 Electronic Funds Transfer Europe (Including Iceland and Greenland) Subcontract Research Grant 178146 Check Sub-Saharan Africa Subcontract Research Grant 268868 Wire South Asia Subcontract Research Grant 25000 Wire East Asia and the Pacific Subcontract Research Grant 31047 Check Sub-Saharan Africa Subcontract Research Grant 211371 Wire Sub-Saharan Africa Subcontract Research Grant 35592 Wire Sub-Saharan Africa Subcontract Research Grant 37832 Wire South Asia Subcontract Research Grant 38957 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 13108 Check Europe (Including Iceland and Greenland) Subcontract Research Grant 17488 Wire South Asia Subcontract Research Grant 18656 Wire East Asia and the Pacific Subcontract Research Grant 274510 Wire East Asia and the Pacific Subcontract Research Grant 74321 Wire East Asia and the Pacific Subcontract Research Grant 108885 Wire Sub-Saharan Africa Subcontract Research Grant 103836 Wire Sub-Saharan Africa Subcontract Research Grant 76862 Wire East Asia and the Pacific Subcontract Research Grant 34646 Wire Sub-Saharan Africa Subcontract Research Grant 18226 Wire Sub-Saharan Africa Subcontract Research Grant 15000 Wire East Asia and the Pacific Subcontract Research Grant 75376 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 23331 Check Sub-Saharan Africa Subcontract Research Grant 521921 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 21242 Wire Europe (Including Iceland and Greenland) Subcontract Research Grant 79576 Wire 30 2 Fellowships East Asia and the Pacific 6 17911 Electronic Funds Transfer Fellowships Europe (Including Iceland and Greenland) 2 58917 Electronic Funds Transfer/Wire Fellowships Russia and Neighboring States 1 1500 Check Fellowships South America 1 3500 Wire Fellowships South Asia 6 27575 Electronic Funds Transfer/Check Fellowships Sub-Saharan Africa 17 63141 Wire/Check International Program Advances Sub-Saharan Africa 4 304270 Wire Scholarships Central America and the Caribbean 3 21519 Check Scholarships East Asia and the Pacific 34 160130 Electronic Funds Transfer/Check Scholarships Europe (Including Iceland and Greenland) 42 562073 Electronic Funds Transfer/Check Scholarships Middle East and North Africa 5 43920 Electronic Funds Transfer/Wire/Check Scholarships North America (Canada & Mexico only) 6 9800 Electronic Funds Transfer/Wire/Check Scholarships Russia and Neighboring States 19 65386 Wire/Check Scholarships South America 13 122685 Electronic Funds Transfer/Check Scholarships South Asia 33 291071 Electronic Funds Transfer/Check Scholarships Sub-Saharan Africa 47 709064 Electronic Funds Transfer/Check Student Prizes East Asia and the Pacific 10 5115 Check Student Prizes Europe (Including Iceland and Greenland) 5 2409 Electronic Funds Transfer/Check Student Prizes Middle East and North Africa 1 1035 Check Student Prizes North America (Canada & Mexico only) 2 6300 Electronic Funds Transfer/Check Student Prizes South America 2 1430 Electronic Funds Transfer/Check Student Prizes South Asia 2 536 Check Student Prizes Sub-Saharan Africa 3 9707 Electronic Funds Transfer/Check Student Stipends Middle East and North Africa 1 2400 Wire Student Stipends North America (Canada & Mexico only) 1 250 Electronic Funds Transfer Student Stipends Sub-Saharan Africa 1 3800 Wire Subcontract Research Grants East Asia and the Pacific 2 33973 Wire Subcontract Research Grants Sub-Saharan Africa 3 218178 Wire true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. X X X X X X X true RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUND VENDOR false 676335 543783 132552 676335 543783 132552 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY SMFA ART SALE 689501 317497 372004 174 2041 389175 0 0 689501 317497 372004 174 2041 389175 391390 -19386 true 33Sigma Learning Labs 22 College Ave Arlington MA 02474 471956657 501(C)(3) 45000 Subcontract Grant Award Aerogel Technologies LLC 270 Dorchester Ave Boston MA 02127 264780499 FOR PROFIT 67900 Subcontract Grant Award Arizona State University PO Box 876011 Tempe AZ 852876011 860196696 501(C)(3) 32910 Subcontract Grant Award Battelle Pacific Northwest Division PO Box 84391 Seattle WA 981245691 314379427 501(C)(3) 59840 Subcontract Grant Award Baystate Medical Center PO Box 414168 Boston MA 022414168 042790311 501(C)(3) 257418 Subcontract Grant Award Beth Israel Deaconess Medical Center 330 Brookline Ave Boston MA 02215 042103881 501(C)(3) 77813 Subcontract Grant Award Trustees of Boston College 140 Commonwealth Ave Chestnut Hill MA 02467 042103545 501(C)(3) 108936 Subcontract Grant Award Boston Medical Center 660 Harrison Ave Boston MA 02118 043314093 501(C)(3) 28973 Subcontract Grant Award Boston University PO Box 28763 New York NY 100878763 042103547 501(C)(3) 96711 Subcontract Grant Award Brandeis University PO Box 549110 Waltham MA 024549110 042103552 501(C)(3) 23444 Subcontract Grant Award Bridgewater State University 131 Summer St Bridgewater MA 02325 043010428 501(C)(3) 16355 Subcontract Grant Award Brigham & Women's Hospital PO Box 3887 Boston MA 02241 042312909 501(C)(3) 556187 Subcontract Grant Award The Broad Institute Inc 415 Main St Cambridge MA 02142 263428781 501(C)(3) 26061 Subcontract Grant Award Brown University PO Box 1911 Providence RI 02912 050258809 501(C)(3) 528753 Subcontract Grant Award Child Trends Inc 7315 Wisconsin Ave Ste 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Grazing Apprenticeship 522 4th St Hudson WI 54016 462694047 501(C)(3) 5333 Subcontract Grant Award Dartmouth College 11 Rope Ferry Rd 6210 Hanover NH 037551404 020222111 501(C)(3) 77474 Subcontract Grant Award Design Urbanism Architectural LLC 299 Broadway Ste 1010 New York NY 100071952 861126424 FOR PROFIT 22131 Subcontract Grant Award Dimagi Inc 585 Massachusetts Ave Ste 4 Cambridge MA 02139 830343298 FOR PROFIT 121812 Subcontract Grant Award Dudley Street Neighborhood Initiative 550 Dudley St Roxbury MA 02119 042859066 501(C)(3) 11299 Subcontract Grant Award Fox Chase Cancer Center 333 Cottman Ave Philadelphia PA 19111 232003072 501(C)(3) 173386 Subcontract Grant Award Fuller Theological Seminary 180 N Oakland Ave Pasedena CA 91101 951699394 501(C)(3) 137520 Subcontract Grant Award Fund for the City of New York 110 W 34th St Ste 807 New York NY 10001 132612524 501(C)(3) 13200 Subcontract Grant Award The Geneva Foundation 917 Pacific Ave Ste 600 Tacoma WA 98402 911593913 501(C)(3) 57857 Subcontract Grant Award George Washington University 45155 Research Place Ste 205 Ashburn VA 20147 530196584 501(C)(3) 103770 Subcontract Grant Award Georgia Tech Research Corp PO Box 100117 Atlanta GA 30384 580603146 501(C)(3) 177999 Subcontract Grant Award Global Food & Nutrition Inc 1300 L St NW 920 Washington DC 20005 521931539 FOR PROFIT 128380 Subcontract Grant Award Harvard University PO Box 415649 Boston MA 02241 042103580 501(C)(3) 328539 Subcontract Grant Award Heifer International 1 World Ave Little Rock AR 72202 351019477 501(C)(3) 5569 Subcontract Grant Award International Food Policy Research Inst 2033 K Street NW Washington DC 20006 521041632 501(C)(3) 178651 Subcontract Grant Award Jackson Lab 610 Main St Bar Harbor ME 04609 010211513 501(C)(3) 58770 Subcontract Grant Award Johns Hopkins University 12529 Collections Center Dr Chicago IL 60693 520595110 501(C)(3) 643775 Subcontract Grant Award KUMC Research Institute Inc 3901 Rainbow Blvd Kansas City KS 66160 481108830 501(C)(3) 20497 Subcontract Grant Award Lahey Hospital & Medical Center 41 Mall Rd Burlington MA 01805 042704686 501(C)(3) 17597 Subcontract Grant Award Life Connection Center 192 Appleton St Lowell MA 01852 471339554 501(C)(3) 27695 Subcontract Grant Award LosAngeles Biomedical Research Institute 1124 W Carson St Bldg J-3 Torrance CA 90502 952138184 501(C)(3) 6192 Subcontract Grant Award Maine Medical Center 22 Bramhall St Portland ME 04102 010238552 501(C)(3) 144930 Subcontract Grant Award Mass Eye and Ear Infirmary 243 Charles St Boston MA 02114 042103591 501(C)(3) 17296 Subcontract Grant Award Mass General Hospital PO Box 3829 Boston MA 02241 042697983 501(C)(3) 231739 Subcontract Grant Award Mass Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(C)(3) 604758 Subcontract Grant Award MDI Biological Laboratory PO Box 35 Salisbury Cove ME 04672 010202467 501(C)(3) 75477 Subcontract Grant Award Medical College of Wisconsin 8701 Watertown Rd Milwaukee WI 53226 390806261 501(C)(3) 114761 Subcontract Grant Award Medical University South Carolina 19 Hagood Ave Ste 805 Charleston SC 294258040 576000722 501(C)(3) 14600 Subcontract Grant Award Metropolitan Area Planning Council 60 Temple Place Boston MA 02111 042472296 501(C)(3) 36197 Subcontract Grant Award The MGH Institute of Health Profession 399 Revolution Dr 7th Fl Ste 745 Somerville MA 021451444 042868893 501(C)(3) 8172 Subcontract Grant Award Montana State University PO Box 172470 Bozeman MT 597172470 816010045 501(C)(3) 44671 Subcontract Grant Award Museum of Science Science Park Boston MA 021141099 042103916 501(C)(3) 18225 Subcontract Grant Award Natl Kidney Foundation Inc 30 E 33rd St New York NY 10016 131673104 501(C)(3) 9540 Subcontract Grant Award New Jersey Institute of Technology 323 Dr Martin Luther King Jr Blvd Newark NJ 071021982 226000910 501(C)(3) 7896 Subcontract Grant Award New York Academy of Medicine 1216 Fifth Ave New york NY 10029 131656674 501(C)(3) 14515 Subcontract Grant Award New York Medical College 40 Sunshine Cottage Rd Valhalla NY 10595 131099420 501(C)(3) 157332 Subcontract Grant Award New York University PO Box 415026 Boston MA 022415026 135562308 501(C)(3) 59455 Subcontract Grant Award Northeastern University 360 Huntington Ave Boston MA 02115 041679980 501(C)(3) 421427 Subcontract Grant Award Northwestern University 633 Clark St Rm G-547 Evanston IL 602081112 362167817 501(C)(3) 115620 Subcontract Grant Award Franklin Olin College of Engineering Inc 1000 Olin Way Needham MA 024921200 061519057 501(C)(3) 15000 Subcontract Grant Award Oregon State University 312 Kerr Administration Bldg Corvallis OR 973312140 936001786 501(C)(3) 5563 Subcontract Grant Award Parlance Corp 400 W Cummings Pk Ste 200 Woburn MA 01801 043334185 FOR PROFIT 40740 Subcontract Grant Award Pine Manor College 400 Heath St Chestnut Hill MA 02467 042321292 501(C)(3) 9775 Subcontract Grant Award Princeton University 701 Carnegie Center Ste 443 Princeton NJ 08540 210634501 501(C)(3) 76612 Subcontract Grant Award Purdue University 23510 Network Pl Chicago IL 60673 356002041 501(C)(3) 52118 Subcontract Grant Award Quivira Coalition 1413 Second St Ste 1 Santa Fe NM 87505 311551770 501(C)(3) 18096 Subcontract Grant Award RAND Corporation PO Box 2138 Santa Monica CA 904072138 951958142 501(C)(3) 156981 Subcontract Grant Award Regents of the University of Minnesota PO Box 1450 Minneapolis MN 554855957 416007513 501(C)(3) 9276 Subcontract Grant Award Rensselaer Polytechnic Institute 110 8th St Troy NY 121803500 141340095 501(C)(3) 388743 Subcontract Grant Award Rhode Island Hospital 1 Hoppin St Providence RI 029034141 050258954 501(C)(3) 13472 Subcontract Grant Award Rogue Farm Corps PO Box 533 Ashland OR 97520 030529330 501(C)(3) 6567 Subcontract Grant Award Rowan University 201 Mullica Hill Rd Glassboro NJ 08028 222764819 501(C)(3) 11586 Subcontract Grant Award Rush University 1700 West Van Buren St Chicago IL 606123833 362174823 501(C)(3) 142586 Subcontract Grant Award Seven Hills Foundation 81 Hope Ave Worcester MA 01603 043293659 501(C)(3) 6487 Subcontract Grant Award Somerville Trans Equity Partnership Inc 51 Mt Vernon Street Somerville MA 02145 201875025 501(C)(3) 33259 Subcontract Grant Award Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(C)(3) 214549 Subcontract Grant Award Syracuse University 119 Bowne Hall Syracuse NY 132441140 150532081 501(C)(3) 33149 Subcontract Grant Award Telcom Billing & Management Solutions LLC 1600 Boston-Providence Hwy Walpole MA 02081 593828470 FOR PROFIT 8550 Subcontract Grant Award Texas A&M Health Science Center COM 400 Harvey Mitchell Pkwy S Ste 300 College Station TX 778454375 311702109 501(C)(3) 409321 Subcontract Grant Award Think3d 3 Barrymore Road Hanover NH 03755 461019559 FOR PROFIT 19181 Subcontract Grant Award Translational Genomics Research Institute 445 North Fifth Street Ste 600 Phoenix AZ 85004 753065445 501(C)(3) 144835 Subcontract Grant Award Tufts Medical Center 750 Washington St Boston MA 02111 043400617 501(C)(3) 8633605 Subcontract Grant Award Tunxis Community College 271 Scott Swamp Rd Farmington CT 06032 066268897 501(C)(3) 25483 Subcontract Grant Award Univ of California Davis PO Box 989062 West Sacramento CA 957989062 946036494 501(C)(3) 162164 Subcontract Grant Award Regents of Univ of California San Francisco 1855 Folsom St San Francisco CA 94143 946036493 501(C)(3) 14666 Subcontract Grant Award Regents of the Univ of California 2195 Hearst Ave Rm 130 MC 1103 Berkeley CA 947201103 946002123 501(C)(3) 160190 Subcontract Grant Award Univ of Georgia Research Foundation Inc 310 E Campus Rd Athens GA 30602 581353149 501(C)(3) 12285 Subcontract Grant Award Univ of North Carolina at Chapel Hill PO Box 402420 Atlanta GA 303842420 566001393 501(C)(3) 117892 Subcontract Grant Award Regents of University of California SAASB Bldg Rm 1212 Santa Barbara CA 931062003 956006145 501(C)(3) 74835 Subcontract Grant Award University of California San Diego 9500 Gilman Dr MC 0009 La Jolla CA 920930009 956006144 501(C)(3) 98298 Subcontract Grant Award University of Connecticut 438 Whitney Rd Ext Unit 1133 Storrs CT 062691133 060772160 501(C)(3) 28037 Subcontract Grant Award University of Georgia 310 E Campus Road Athens GA 30602 586001998 501(C)(3) 538141 Subcontract Grant Award University of Idaho 875 Perimeter Dr MS 3020 Moscow ID 838443020 826000945 501(C)(3) 33203 Subcontract Grant Award University of Illinois PO Box 20787 Springfield IL 62708 376000511 501(C)(3) 36735 Subcontract Grant Award University of Massachusetts 100 Morrissey Blvd Boston MA 02125 043167352 501(C)(3) 146707 Subcontract Grant Award University of Miami PO Box 405803 Atlanta GA 303845803 590624458 501(C)(3) 12848 Subcontract Grant Award Regents of the University of Michigan Box 223131 Pittsburgh PA 152512131 386006309 501(C)(3) 228249 Subcontract Grant Award University of Missouri PO Box 806010 Kansas City MO 64106 436003859 501(C)(3) 79609 Subcontract Grant Award University of Northern Iowa Office of Business Operations Cedar Falls IA 50614 426004333 501(C)(3) 34818 Subcontract Grant Award Trustees of the University of Pennsylvania PO Box 785541 Philadelphia PA 19178 231352685 501(C)(3) 55396 Subcontract Grant Award University of Pittsburgh PO Box 371220 Pittsburgh PA 152517220 250965591 501(C)(3) 126080 Subcontract Grant Award University of South Carolina 1600 Hampton St Rm 612 Columbia SC 29208 576001153 501(C)(3) 13360 Subcontract Grant Award University of Texas PO Box 301418 Dallas TX 753031418 741761309 501(C)(3) 40313 Subcontract Grant Award University of Texas at Austin PO Box 7159 Austin TX 787137159 746000203 501(C)(3) 44287 Subcontract Grant Award University of Utah 201 S Presidents Cir Rm 406 Salt Lake City UT 841129020 876000525 501(C)(3) 14070 Subcontract Grant Award University of Vermont 217 Waterman Bldg 85 S Prospect St Burlington VT 054050160 030179440 501(C)(3) 143923 Subcontract Grant Award University of Virginia PO Box 400195 Charlottesville VA 229044195 546001796 501(C)(3) 31515 Subcontract Grant Award University of Washington Box 354966 Seattle WA 981954966 916001537 501(C)(3) 231626 Subcontract Grant Award University of Wisconsin Office For Research Spons Prog Milwaukee WI 532780538 396006492 501(C)(3) 103509 Subcontract Grant Award US Dept of Agriculture PO Box 979099 St Louis MO 631799000 410696271 501(C)(3) 6964 Subcontract Grant Award Vaxess Technologies Inc 790 Memorial Dr Cambridge MA 021394648 460612554 FOR PROFIT 59724 Subcontract Grant Award Vilicus Farms 23856 Rd 265 N Havre MT 59501 293783106 FOR PROFIT 9998 Subcontract Grant Award Virginia Polytechnic Inst & State Univ 300 Turner St Blacksburg VA 24061 546001805 501(C)(3) 11484 Subcontract Grant Award Washington State University PO Box 641025 Pullman WA 991641025 916001108 501(C)(3) 99358 Subcontract Grant Award Washington University 700 Rosedale Ave St Louis MO 63112 430653611 501(C)(3) 846457 Subcontract Grant Award Wellesley College Green Hall 139 106 Central St Wellesley MA 024818203 042103637 501(C)(3) 14408 Subcontract Grant Award Women & Infants Hospital of Rhode Island 350 Duncan Dr Providence RI 02906 050258937 501(C)(3) 50530 Subcontract Grant Award Woods Hole Research Center 149 Woods Hole Rd Falmouth MA 02540 043005094 501(C)(3) 30509 Subcontract Grant Award Youthbuild USA Inc 58 Day St Somerville MA 02144 223076454 501(C)(3) 30000 Subcontract Grant Award 112 10 SCHOLARSHIPS 5896 147063470 FELLOWSHIPS 680 2622304 STUDENT PRIZES 617 834323 STUDENT STIPENDS 503 550386 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. X X X X X true true X X X X X false true false true false false false true true true Anthony P Monaco Trustee & University President 879680 0 0 0 153505 0 53330 0 127585 0 1214100 0 0 0 David R Harris Provost & Sr VP - End Date 4/15/2018 212071 0 0 0 24535 0 37083 0 37761 0 311450 0 0 0 David J Kahle VP - Information Technology, CIO - End Date 5/11/2018 119675 0 0 0 78399 0 27030 0 11020 0 236124 0 0 0 Patricia L Campbell Executive VP, End Date 5/31/2019 544263 0 0 0 7590 0 53330 0 10394 0 615577 0 0 0 Mary R Jeka VP - University Relations 428185 0 0 0 3021 0 53330 0 10292 0 494828 0 0 0 Thomas S McGurty VP - Finance & Treasurer 407210 0 0 0 5631 0 53330 0 25906 0 492077 0 0 0 Julien C Carter VP - Human Resources 295677 0 0 0 13480 0 41263 0 29790 0 380210 0 0 0 Michael A Baenen See Schedule O for Title 178473 0 0 0 19292 0 24048 0 13464 0 235277 0 0 0 Paul J Tringale Secretary of Corporation 163936 0 0 0 660 0 20167 0 57290 0 242053 0 0 0 Eric C Johnson VP - University Advancement 462071 0 0 0 2175 0 53330 0 23248 0 540824 0 0 0 Elizabeth Mcclain Associate Treasurer 155700 0 7663 0 18866 0 20897 0 20652 0 223778 0 0 0 Barbara Stein VP Operations 307223 0 0 0 483 0 40830 0 28616 0 377152 0 0 0 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 407926 0 0 0 10196 0 34830 0 22978 0 475930 0 0 0 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 193312 0 0 0 3444 0 23457 0 9642 0 229855 0 0 0 Linda M Abriola ENGINEERING PROFESSOR -START DATE 9/01/2015, DEAN OF ENGINEERING - END DATE 8/31/2015 300434 0 0 0 2182 0 34830 0 57508 0 394954 0 0 0 Harris A Berman Dean Medical School 463210 0 0 0 21171 0 34830 0 28604 0 547815 0 0 0 James M Glaser Dean Arts & Sciences 362666 0 0 0 1677 0 34830 0 28702 0 427875 0 0 0 Jianmin Qu Dean of Engineering 370532 0 0 0 21260 0 34830 0 22456 0 449078 0 0 0 Huw Thomas Dean Dental School 422469 0 0 0 5814 0 34830 0 15124 0 478237 0 0 0 Joyce S Knoll Interim Dean Cummings School - Start Date 4/16/2018 197507 0 0 0 1241 0 24432 0 21316 0 244496 0 0 0 Daniel Jay Dean School for Graduate Biomedical Sciences 218183 0 15000 0 6706 0 27668 0 23191 0 290748 0 0 0 Sally Dungan Chief Investment Officer 416900 0 236745 0 26111 0 160803 0 26648 0 867207 0 97455 0 Dariush Mozaffarian Dean Friedman School 417633 0 0 0 681 0 34830 0 28532 0 481676 0 0 0 Maria Papageorge Professor & Chair 230574 0 293071 0 27829 0 32388 0 24319 0 608181 0 0 0 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 251220 0 162658 0 18905 0 121828 0 5165 0 559776 0 75708 0 Constantinos Laskarides Associate Professor 144487 0 233807 0 16603 0 17606 0 32068 0 444571 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 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 companions THE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 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 use AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES HOUSECLEANING 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 plan SALLY 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 organization TWO FULL-TIME FACULTY MEMBERS OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE PARTICIPATE IN a GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATES (TDA), WHERE they PRACTICE DENTISTRY. AS MEMBERs OF TDA, they have A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS, which is BASED ON NET COLLECTIONS FOR the PRACTICE. Schedule J, Part I, Line 7 Non-fixed payments ONE 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 exception The Provost is serving under his initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS. A MHEFA Series N 042456011 57586CV36 2008-03-27 140600000 REFUND ISSUE DATED 08/05/2004 & 01/12/2006 false false false B MHEFA Series M 042456011 57586ejt9 2009-06-11 66548467 REFUND ISSUE DATED 04/01/1998 false false false C MHEFA SERIES G 042456011 57586EKD2 2009-07-01 27900000 REFUND ISSUES DATED 6/14/1995 & 6/07/2001 false false false D MDFA Series P 043431814 57583r7l3 2011-02-08 50532192 REFUND ISSUE DATED 04/03/2001 false false false A 29300000 0 140600000 0 0 0 600000 0 0 0 140000000 0 true false true true B 3130000 0 66548467 0 0 0 538881 0 0 0 66009586 0 true false true true C 3600000 27900000 27900000 true false true true D 50532192 532192 50000000 true false true true A false true true true true true 0.0 0.0 0.0 false false true B 0.0 C 0.0 D true 0.0 A false false true false true true DEUTSCHE BANK & BNY MELLON 10.0 true false false Deutsche Bank and Bank of America false true B false false true false false false false false true C false false true false true false false false true D false false true false true true BNY MELLON 25.0 false false false false true A true B true C true D true Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K MULTIPLE SCHEDULES ARE ATTACHED Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. Schedule K, Part I, Column (c) CUSIP # MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW Schedule K, Part III Column (D) SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part III, Line 6 ALL SERIES WITH 0.0% WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD Schedule K, Part III COLUMNS (B) & (C) BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE 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 C ANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF BONDS A MDFA SERIES Q 043431814 57583U4K1 2015-02-26 78544431 REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY false false false B MDFA SERIES (MASTER LEASE AGRMNT) 043431814 2015-03-17 28000000 CONSTRUCT FACILITY false false false C MDFA SERIES R 043431814 57584YNF2 2018-12-13 34000000 IMPROVEMENTS TO EXISTING BUILDINGS false false false A 2365000 78544431 63860322 728677 5700580 8254852 2016 false true false true B 6147366 28000000 66569 27933431 2016 false false false true C 34000000 397771 29961950 3640279 false false false true A false true true true true true 0.0 0.0 0.0 false false true B false true false false 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true B false true false false true false false false true C false true false false true false false false true A true B true C true ADAGE CAPITAL MANAGEMENT PARTNER IS SPOUSE OF CURRENT TRUSTEE 1053300 INVESTMENT MANAGEMENT SERVICES false ZOIA MONACO SPOUSE OF PRESIDENT 12270 EMPLOYMENT false MARISA DOHERTY SISTER-IN-LAW OF CURRENT TRUSTEE CHAIR 41340 EMPLOYMENT false X 17 88723 Market value X 2560 Market value X 6480 Market value X 183 5944959 Market value X 1 11210453 Market value X 4 11300 Market value X 9 70099 Market value X 18 68565 Market value X EQUIPMENT 14 135599 Market value X GIFT CARDS 7 894 Market value X DINNER EVENTS AND MEETINGS 13 55158 Market value X DONATED TRAVEL EXPENSES 1 10704 Market value X CONTRIBUTION PORTION FROM THE SMFA ART SALE 23 325082 Market value X RENTAL EXPENSE REDUCTION 1 431525 Market value X SPORTS/CONCERT TICKETS 7 2135 Market value 10 false true false Schedule M, Part I NON-CASH CONTRIBUTIONS THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES. Form 990, Part III, Line 1 Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With 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 persons JOHN BELLO AND DANIEL J. DOHERTY III - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT,RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS, TOWERS, WATSON AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, TUFTS UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS. Form 990, Part VI, Line 19 Required documents available to the public TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES MICHAEL BAENEN - 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 balances Consolidated 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; TUDC LLC 169 HOLLAND STREET SOMERVILLE MA 02144 043056113 REAL ESTATE DEVELOPMENT MA 0 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 CONSUMER PUBLISHING & MEDIA DE 3639789 2647533 TRUSTEES OF TUFTS COLLEGE AZULUNA BRANDS LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 AGRICULTURE MA 10093 0 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 169 HOLLAND STREET SOMERVILLE MA 02144 800754011 HEALTH AND WELLNESS SERVICES MA 0 0 TRUSTEES OF TUFTS COLLEGE TAS Operations LLC 149 New Sweden Road Woodstock CT 06281 042103634 Veterinary Services CT 137395 0 Trustees of Tufts College THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET SOMERVILLE MA 02144 043828582 RELIEF OF POOR & EDUCATION GRANTS MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP 14 Capen Street MEDFORD MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 169 HOLLAND STREET SOMERVILLE MA 02144 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE true TUFTS GLOBAL INC 169 HOLLAND STREET SOMERVILLE MA 02144 474543971 FOREIGN OPERATIONS SUPPORT ORGANIZATION MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true CIVIC EDUCATION FOUNDATION 169 HOLLAND ST ATTN TAX DEPT SOMERVILLE MA 02144 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 Trustees of Tufts College true JM HOLDINGS INC 169 HOLLAND STREET SOMERVILLE MA 02144 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation -6214 39428 1 true PERPETUAL TRUSTS - (8) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUSTS - (28) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUSTS - (5) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false TUFTS UNIVERSITY CHARITABLE TRUST 169 HOLLAND ST ATTN TAX DEPT SOMERVILLE MA 02144 516581922 SUPPORT HK TRUSTEES OF TUFTS COLLEGE Trust 45994 196658 1.00 true true true true true false false false false true false true true true true true true true true true WALNUT HILL PROPERTIES CORP D 11272795 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 1260626 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 227964 FAIR MARKET VALUE TUFTS GLOBAL INC M 835472 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND Q 696774 FAIR MARKET VALUE TUFTS SHARED SERVICES M 5065000 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC D 57324 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC L 610907 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC Q 798496 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND L 772377 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP I 885460 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC C 171620 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP M 282794 FAIR MARKET VALUE TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST S 2184218 FAIR MARKET VALUE Schedule R, Part IV, Column (a) TRUSTS THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN FLORIDA, INDIANA, MASSACHUSETTS, AND NEW JERSEY. Trustees of Tufts College 169 Holland Street Attn Tax Dept Somerville MA 02144 042103634 X 0 550424 550424 1053354450 1053904874 1000000 250000 0 0 0 THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 043828582 0 0 0 864737 864737 154711 38678 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON STREET BOX 821 BOSTON MA 02111 237000827 0 0 0 28217221 28217221 1000000 250000 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 11808215 11808215 740411 185103 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 3033560 3033560 301678 75420 0 0 0 TUFTS GLOBAL INC 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 474543971 0 0 0 859522 859522 153928 38482 0 0 0