TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-09
- IRS object ID
- 201901299349300440
- Schema version
- 2017v2.2
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T10:00:52-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Tufts College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6176273264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street Attn Tax Dept | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas S McGurty | PersonNm |
| Person Title | VP FINANCE & TREASURER | PersonTitleTxt |
| Signature | 2019-05-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts University | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony P Monaco | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street Attn Tax Dept | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,244,573,170 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tufts.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Education and Research | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 12467 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,299,281 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,828,169 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $301,997,211 | PYContributionsGrantsAmt |
| CY Contributions Grants | $266,917,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $692,935,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $715,095,344 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,253,256 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,437,369 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,905,201 | PYOtherRevenueAmt |
| CY Other Revenue | $2,030,398 | CYOtherRevenueAmt |
| PY Total Revenue | $1,036,091,520 | PYTotalRevenueAmt |
| CY Total Revenue | $1,144,480,452 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $163,645,547 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $170,381,654 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $539,699,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $548,695,387 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,856,199 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,402,418 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,201,483 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $305,158,288 | PYOtherExpensesAmt |
| CY Other Expenses | $314,129,269 | CYOtherExpensesAmt |
| PY Total Expenses | $1,010,359,050 | PYTotalExpensesAmt |
| CY Total Expenses | $1,034,608,728 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,732,470 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $109,871,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,483,123,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,646,586,839 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,074,174,204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,062,412,861 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,408,949,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,584,173,978 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $515,032,828 | ExpenseAmt |
| Grant | $148,783,612 | GrantAmt |
| Revenue | $545,910,581 | RevenueAmt |
| Desc | INSTRUCTION - DURING THE 2017-2018 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,402 UNDERGRADUATE, 1,463 GRADUATE, 500 PROFESSIONAL AND 227 CERTIFICATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $311,354,832 | ExpenseAmt |
| Grant | $21,598,042 | GrantAmt |
| Revenue | $101,725,478 | RevenueAmt |
| Desc | RESEARCH -THERE WERE 1,579 GOVERNMENT AND 690 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2018. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $66,548,200 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $63,536,169 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2018 FISCAL YEAR THERE WERE 43 RESIDENCE HALLS HOUSING 3,564 STUDENTS. APPROXIMATELY 4,358 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $892,935,860 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2565 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12467 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | SL | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UG | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | UV | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas S McGurty VP FinTreasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176273264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1Txt |
| City | Somerville | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony P Monaco | ||||||||||
| Trustee & University President | 60.0 | 1.0 | Yes (X) | Yes (X) | $975,015 | $0 | $165,996 | |||
| Peter R Dolan | ||||||||||
| Trustee - Chairman | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William R O'Reilly Jr | ||||||||||
| Trustee - Vice Chair - End Date 11/4/17 | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jeannie H Diefenderfer | ||||||||||
| Trustee - Vice Chair | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jonathan M Tisch | ||||||||||
| Trustee - Vice Chair | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Doherty III | ||||||||||
| Trustee - End Date 11/4/2017, Trustee - Vice Chair - Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Thomas M Alperin | ||||||||||
| Charter Trustee - End Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dina A Al-Tayeb | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John J Bello | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert R Bendetson | ||||||||||
| Trustee - End Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Betsy Busch | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Cochary Gross | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John H deJong | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| E Michael Fung | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Laurie A Gabriel | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven M Galbraith | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven A Goldstein | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark D Goodman | ||||||||||
| Trustee - Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael S Gordon | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce D Grossman | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane S Hessan | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Varney J Hintlian | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah R Jospin | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter H Kamin | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine A Kaplan | ||||||||||
| Trustee - Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven E Karol | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael A Karsch | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Brian H Kavoogian | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Debra S Knez | ||||||||||
| Trustee - End Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Diana V Lopez | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher J McKown | ||||||||||
| Trustee -Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey M Moslow | ||||||||||
| Trustee | 3.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elyse A Newhouse | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Maria A Oquendo | ||||||||||
| Trustee - Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas Rachlin | ||||||||||
| Trustee - Start Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David B Rone | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Hugh R Roome III | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ankur A Sahu | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Janis A Savin-Williams | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Neal B Shapiro | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tina H Surh | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kalahn Taylor-Clark | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Teri C Volpert | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gloria E White-Hammond | ||||||||||
| Trustee - End Date 11/4/2017 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James J Wong | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David R Harris | ||||||||||
| Provost & Sr VP - End Date 4/15/2018 | 40.0 | 0 | Yes (X) | $562,574 | $0 | $104,510 | ||||
| Patricia L Campbell | ||||||||||
| Executive VP | 40.0 | 0.3 | Yes (X) | $540,511 | $0 | $61,569 | ||||
| Eric C Johnson | ||||||||||
| VP - University Advancement | 40.0 | 0 | Yes (X) | $454,760 | $0 | $73,754 | ||||
| Mary R Jeka | ||||||||||
| VP - University Relations | 40.0 | 0 | Yes (X) | $407,041 | $0 | $61,395 | ||||
| Thomas S McGurty | ||||||||||
| VP - Finance & Treasurer | 40.0 | 3.0 | Yes (X) | $402,399 | $0 | $76,272 | ||||
| David J Kahle | ||||||||||
| VP - Information Technology, CIO - End Date 5/11/2018 | 40.0 | 0 | Yes (X) | $363,097 | $0 | $72,564 | ||||
| Julien C Carter | ||||||||||
| VP - Human Resources | 40.0 | 0.3 | Yes (X) | $303,496 | $0 | $68,283 | ||||
| Deborah T Kochevar | ||||||||||
| Dean Cummings School - End Date 4/16/2018, Interim Provost & Sr VP - Start Date 4/16/2018 | 40.0 | 1.0 | Yes (X) | $283,502 | $0 | $55,503 | ||||
| Christine C Sanni | ||||||||||
| VP - Communications & Marketing - End Date 4/30/2018 | 40.0 | 0 | Yes (X) | $265,854 | $0 | $61,901 | ||||
| Barbara Stein | ||||||||||
| VP Operations | 50.0 | 1.0 | Yes (X) | $256,999 | $0 | $60,372 | ||||
| Michael A Baenen | ||||||||||
| See Schedule O for Title | 40.0 | 0 | Yes (X) | $190,626 | $0 | $36,097 | ||||
| Jean E Ayers | ||||||||||
| Interim VP - Communications & Marketing - Start Date 4/16/2018 | 40.0 | 0 | Yes (X) | $181,966 | $0 | $29,933 | ||||
| Paul J Tringale | ||||||||||
| Secretary of Corporation | 40.0 | 0 | Yes (X) | $162,178 | $0 | $45,733 | ||||
| Elizabeth Mcclain | ||||||||||
| Associate Treasurer | 40.0 | 0.3 | Yes (X) | $95,853 | $0 | $23,341 | ||||
| Joyce S Knoll | ||||||||||
| Interim Dean Cummings School - Start Date 4/16/2018 | 40.0 | 0 | $163,631 | $0 | $39,228 | Yes (X) | ||||
| Daniel Jay | ||||||||||
| Dean Sackler School - Start Date 7/1/2017 | 40.0 | 0 | $224,876 | $0 | $50,943 | Yes (X) | ||||
| Harris A Berman | ||||||||||
| Dean Medical School | 40.0 | 0.0 | $475,753 | $0 | $61,062 | Yes (X) | ||||
| Huw Thomas | ||||||||||
| Dean Dental School | 40.0 | 0 | $419,296 | $0 | $48,697 | Yes (X) | ||||
| Jianmin Qu | ||||||||||
| Dean of Engineering | 40.0 | 0 | $383,419 | $0 | $55,785 | Yes (X) | ||||
| James M Glaser | ||||||||||
| Dean Arts & Sciences | 40.0 | 0 | $357,331 | $0 | $89,532 | Yes (X) | ||||
| Sally Dungan | ||||||||||
| Chief Investment Officer | 40.0 | 5.0 | $644,770 | $0 | $243,362 | Yes (X) | ||||
| Maria Papageorge | ||||||||||
| Professor & Chair | 40.0 | 0 | $569,620 | $0 | $54,702 | Yes (X) | ||||
| Dariush Mozaffarian | ||||||||||
| Dean Friedman School | 40.0 | 0 | $410,030 | $0 | $60,744 | Yes (X) | ||||
| Constantinos Laskarides | ||||||||||
| Associate Professor | 40.0 | 0 | $397,828 | $0 | $45,158 | Yes (X) | ||||
| TRYFAN D EVANS | ||||||||||
| DIRECTOR OF INVESTMENTS | 10.0 | 40.0 | $397,704 | $0 | $126,658 | Yes (X) | ||||
| Linda Snyder | ||||||||||
| VP - Operations - End Date 6/30/17 | 40.0 | 2.0 | $163,581 | $0 | $33,032 | Yes (X) | ||||
| George A Hibbard | ||||||||||
| Associate Treasurer - End Date 6/12/17 | 40.0 | 0.0 | $119,480 | $0 | $10,858 | Yes (X) | ||||
| Naomi Rosenberg | ||||||||||
| Dean Sackler School - End Date 6/30/2017 | 40.0 | 0 | $226,034 | $0 | $32,559 | Yes (X) | ||||
| Linda M Abriola | ||||||||||
| Professor of Engineering | 40.0 | 0 | $295,799 | $0 | $115,711 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,695,023 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,065,254 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1171 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TURNER CONSTRUCTION CO | ||||||
| TWO SEAPORT LANE | 2ND FLOOR | BOSTON | MA | 02110 | CONSTRUCTION | $27,075,239 |
| CONSIGLI CONSTRUCTION INC | ||||||
| 72 SUMNER STREET | MILFORD | MA | 01757 | CONSTRUCTION | $13,643,230 | |
| C&W FACILITY SERVICES INC | ||||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 606774000 | CLEANING | $11,433,589 | |
| O'CONNOR CONSTRUCTORS INC | ||||||
| 45 INDUSTRIAL DRIVE | CANTON | MA | 02021 | CONSTRUCTION | $10,250,800 | |
| ELAINE CONSTRUCTION CO INC | ||||||
| 1037 CHESTNUT STREET | NEWTON UPPER FALLS | MA | 02464 | CONSTRUCTION | $6,528,247 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 298 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $589,992 | FundraisingAmt |
| Government Grants | $151,761,141 | GovernmentGrantsAmt |
| All Other Contributions | $114,566,208 | AllOtherContributionsAmt |
| Noncash Contributions | $17,399,443 | NoncashContributionsAmt |
| Total Contributions | $266,917,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INSTRUCTION | 900099 | $545,910,581 | $545,910,581 | |
| CLINICAL AND OTHER EDUCATION | 541900 | $103,932,984 | $101,725,478 | $2,207,506 |
| AUXILLIARY ENTERPRISES | 900099 | $65,251,779 | $63,536,169 | $1,715,610 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $715,095,344 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,343,498 | TotalRevenueColumnAmt |
| Exclusion | $11,343,498 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,412,312 | TotalRevenueColumnAmt |
| Exclusion | $3,412,312 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,797,414 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,042,705 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,245,291 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,245,291 | TotalRevenueColumnAmt |
| Exclusion | -$1,245,291 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,245,524,981 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,096,431,110 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $149,093,871 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,093,871 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,623,835 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,717,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $482,280 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $589,992 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $618,903 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$136,623 | TotalRevenueColumnAmt |
| Exclusion | -$136,623 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,144,480,452 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $711,172,228 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,299,281 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,091,602 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,402,007 | TotalAmt |
| Program Services | $18,402,007 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,207,878 | TotalAmt |
| Program Services | $145,207,878 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,771,769 | TotalAmt |
| Program Services | $6,771,769 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,962,063 | TotalAmt |
| Program Services | $2,510,174 | ProgramServicesAmt |
| Management And General | $5,733,430 | ManagementAndGeneralAmt |
| Fundraising | $718,459 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,011 | TotalAmt |
| Program Services | $64,677 | ProgramServicesAmt |
| Management And General | $67,334 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,137,189 | TotalAmt |
| Program Services | $361,387,883 | ProgramServicesAmt |
| Management And General | $60,869,220 | ManagementAndGeneralAmt |
| Fundraising | $13,880,086 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,727,019 | TotalAmt |
| Program Services | $25,610,725 | ProgramServicesAmt |
| Management And General | $5,027,437 | ManagementAndGeneralAmt |
| Fundraising | $1,088,857 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,133,760 | TotalAmt |
| Program Services | $36,997,477 | ProgramServicesAmt |
| Management And General | $6,086,295 | ManagementAndGeneralAmt |
| Fundraising | $2,049,988 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,603,345 | TotalAmt |
| Program Services | $21,197,506 | ProgramServicesAmt |
| Management And General | $4,489,777 | ManagementAndGeneralAmt |
| Fundraising | $916,062 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,525,787 | TotalAmt |
| Program Services | $3,904,554 | ProgramServicesAmt |
| Management And General | $1,616,547 | ManagementAndGeneralAmt |
| Fundraising | $4,686 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,750 | TotalAmt |
| Management And General | $510,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,814 | TotalAmt |
| Management And General | $536,814 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,402,418 | TotalAmt |
| Fundraising | $1,402,418 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263,907 | TotalAmt |
| Management And General | $2,263,907 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,552,126 | TotalAmt |
| Program Services | $34,421,604 | ProgramServicesAmt |
| Management And General | $9,039,334 | ManagementAndGeneralAmt |
| Fundraising | $91,188 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191,111 | TotalAmt |
| Program Services | $1,166,610 | ProgramServicesAmt |
| Fundraising | $24,501 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,022,934 | TotalAmt |
| Program Services | $49,181,891 | ProgramServicesAmt |
| Management And General | $8,211,159 | ManagementAndGeneralAmt |
| Fundraising | $1,629,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,507,835 | TotalAmt |
| Program Services | $2,683,883 | ProgramServicesAmt |
| Management And General | $7,675,039 | ManagementAndGeneralAmt |
| Fundraising | $148,913 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810,921 | TotalAmt |
| Program Services | $1,810,921 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,981,973 | TotalAmt |
| Program Services | $39,721,686 | ProgramServicesAmt |
| Management And General | $906,079 | ManagementAndGeneralAmt |
| Fundraising | $354,208 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,585,372 | TotalAmt |
| Program Services | $13,667,414 | ProgramServicesAmt |
| Management And General | $575,216 | ManagementAndGeneralAmt |
| Fundraising | $342,742 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,554,440 | TotalAmt |
| Program Services | $3,790,519 | ProgramServicesAmt |
| Management And General | $1,026,404 | ManagementAndGeneralAmt |
| Fundraising | $737,517 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,380,434 | TotalAmt |
| Program Services | $29,446,162 | ProgramServicesAmt |
| Management And General | $671,693 | ManagementAndGeneralAmt |
| Fundraising | $262,579 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,405,865 | TotalAmt |
| Program Services | $55,640,494 | ProgramServicesAmt |
| Management And General | $1,269,211 | ManagementAndGeneralAmt |
| Fundraising | $496,160 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS, PERIODICALS & MEDIA | $12,600,006 | $12,547,680 | $4,368 | $47,958 |
| SUBSIDIARY EXPENSE-TVETS | $10,572,461 | $10,572,461 | ||
| EQUIPMENT PURCHASES | $8,189,777 | $7,325,559 | $864,218 | |
| GOODS AND SERVICES | $6,487,226 | $6,465,596 | $16,390 | $5,240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,449,530 | TotalAmt |
| Program Services | $2,438,730 | ProgramServicesAmt |
| Management And General | $10,763 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,608,728 | TotalAmt |
| Program Services | $892,935,860 | ProgramServicesAmt |
| Management And General | $117,471,385 | ManagementAndGeneralAmt |
| Fundraising | $24,201,483 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,930,062 | BOYAmt |
| EOY | $46,144,380 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,390,994 | BOYAmt |
| EOY | $83,372,888 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,154,704 | BOYAmt |
| EOY | $16,325,670 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,879,016 | BOYAmt |
| EOY | $44,924,731 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,794 | BOYAmt |
| EOY | $1,221,618 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707,647 | BOYAmt |
| EOY | $1,676,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,862,581,260 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,694,294 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,521,545 | BOYAmt |
| EOY | $1,063,886,966 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,183,299 | BOYAmt |
| EOY | $518,299,078 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,601,709 | BOYAmt |
| EOY | $1,740,474,551 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,505,425 | BOYAmt |
| EOY | $29,306,535 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,193,428 | BOYAmt |
| EOY | $100,954,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,483,123,623 | BOYAmt |
| EOY | $3,646,586,839 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,260,772 | BOYAmt |
| EOY | $160,485,982 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,561,005 | BOYAmt |
| EOY | $63,631,995 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,405,222 | BOYAmt |
| EOY | $756,524,569 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,284,099 | BOYAmt |
| EOY | $3,882,905 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,663,106 | BOYAmt |
| EOY | $77,887,410 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,174,204 | BOYAmt |
| EOY | $1,062,412,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,634,680 | BOYAmt |
| EOY | $1,344,081,437 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,797,646 | BOYAmt |
| EOY | $555,653,546 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,517,093 | BOYAmt |
| EOY | $684,438,995 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,408,949,419 | BOYAmt |
| EOY | $2,584,173,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,483,123,623 | BOYAmt |
| EOY | $3,646,586,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $109,871,724 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $41,222,961 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,129,874 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,625,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,337,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,031,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,578,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,524,449 | CurrentTaxYearAmt |
| Total | $1,298,096,997 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,625,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,337,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,031,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,578,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,524,449 | CurrentTaxYearAmt |
| Total | $1,298,096,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,298,096,997 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,079,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,057,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,145,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,006,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,553,225 | CurrentTaxYearAmt |
| Total | $72,842,721 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,370,939,718 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,298,445,406 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9469 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9409 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $536,814 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $536,814 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $536,814 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $536,814 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,009,870,431 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,053,486,477 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,010,407,245 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,054,023,291 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $539,499 | CurrentYearMinus3Amt |
| Current Year Minus2 | $551,458 | CurrentYearMinus2Amt |
| Current Year Minus1 | $552,156 | CurrentYearMinus1Amt |
| Current Year | $536,814 | CurrentYearAmt |
| Total | $2,179,927 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $83,130 | RevenuesIncludedAmt |
| Assets Included | $6,067,752 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,774,579,213 | BeginningYearBalanceAmt |
| Contributions | $30,995,244 | ContributionsAmt |
| Investment Earnings Or Losses | $164,783,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,224,991 | GrantsOrScholarshipsAmt |
| Other Expenditures | $48,773,468 | OtherExpendituresAmt |
| Administrative Expenses | $5,324,741 | AdministrativeExpensesAmt |
| End Year Balance | $1,893,035,025 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,593,241,500 | BeginningYearBalanceAmt |
| Contributions | $51,997,700 | ContributionsAmt |
| Investment Earnings Or Losses | $224,381,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,501,160 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,273,324 | OtherExpendituresAmt |
| Administrative Expenses | $5,267,149 | AdministrativeExpensesAmt |
| End Year Balance | $1,774,579,213 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,622,017,188 | BeginningYearBalanceAmt |
| Contributions | $26,019,248 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,477,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,620,349 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,664,425 | OtherExpendituresAmt |
| Administrative Expenses | $6,033,123 | AdministrativeExpensesAmt |
| End Year Balance | $1,593,241,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,625,056,580 | BeginningYearBalanceAmt |
| Contributions | $18,369,950 | ContributionsAmt |
| Investment Earnings Or Losses | $66,337,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,555,041 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,997,156 | OtherExpendituresAmt |
| Administrative Expenses | $5,194,280 | AdministrativeExpensesAmt |
| End Year Balance | $1,622,017,188 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,472,355,250 | BeginningYearBalanceAmt |
| Contributions | $27,445,392 | ContributionsAmt |
| Investment Earnings Or Losses | $210,364,325 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,828,045 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,993,513 | OtherExpendituresAmt |
| Administrative Expenses | $5,286,829 | AdministrativeExpensesAmt |
| End Year Balance | $1,625,056,580 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.397 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.253 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,991,205 | OtherCostOrOtherBasisAmt |
| Book Value | $76,991,205 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,552,691,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $667,447,460 | DepreciationAmt |
| Book Value | $885,243,541 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,899,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,246,834 | DepreciationAmt |
| Book Value | $101,652,220 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,063,886,966 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $577,843,047 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Other Investments | $10,319,479 | F |
| Common Trust Equity Index Funds | $320,707,084 | F |
| Private Equities | $472,513,415 | F |
| Real Estate | $157,187,947 | F |
| Funds Held Under Bond Agreements | $423 | F |
| UNSETTLED INVESTMENTS | $1,617,946 | F |
| Natural Resources | $127,683,224 | F |
| Non-Marketable Credit | $72,601,986 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,740,474,551 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Agreements | $54,724,434 |
| Government Advances | $23,162,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,887,410 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,051,937,791 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $41,222,960 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$135,773,643 | OtherRevenueAmt |
| Revenue Not Reported | -$94,550,683 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,146,488,474 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,008,022 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,008,022 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,144,480,452 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $876,713,233 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$8,558,867 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$8,558,867 | ExpensesNotReportedAmt |
| Expenses Subtotal | $885,272,100 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $149,336,628 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $149,336,628 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,034,608,728 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS PRIMARILY INCLUDE ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH. |
| 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 INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES. |
| 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, 2018, 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 - 10942985 Change in split interest agreement - -240984 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc. - 689768 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental expense netted with rental income - -3560335 Inter-departmental requisition revenue - 2171216 Fundraising expense netted with Fundraising income - -618903 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Rental expense netted with rental income - 3042705 Inter-departmental requisition revenue - 517630 Consolidated entities expenses - 14272210 Cumulative effect of account change SFAS 158 - -14649535 Change in fair value of interest rate agreements - -12360781 Fundraising expense netted with fundraising income - 618904 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Consolidated entites expenses - 2171216 Tuition discount - XXX-XX-XXXX |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 5 | 5 | Program Services | STUDY-ABROAD EDUCATION PROGRAM | $4,478,458 |
| East Asia and the Pacific | 3 | 2 | Program Services | STUDY-ABROAD EDUCATION PROGRAM | $556,046 |
| South America | 1 | 1 | Program Services | STUDY-ABROAD EDUCATION PROGRAM | $365,950 |
| Sub-Saharan Africa | 1 | 1 | Program Services | STUDY-ABROAD EDUCATION PROGRAM | $182,083 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $23,605 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $957,590 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $1,084,407 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $152,965 | |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $85,180 | |
| Russia and Neighboring States | 0 | 0 | Grantmaking | $151,783 | |
| South America | 0 | 0 | Grantmaking | $77,134 | |
| South Asia | 0 | 0 | Grantmaking | $1,178,861 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $3,060,243 | |
| Central America and the Caribbean | 0 | 0 | Investments | $524,726,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $44,359,000 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $12,367,000 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $2,341,000 | |
| Central America and the Caribbean | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $46,059 |
| East Asia and the Pacific | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $127,467 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $529,648 |
| Middle East and North Africa | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $26,972 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $36,975 |
| Russia and Neighboring States | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $14,770 |
| South America | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $9,175 |
| South Asia | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $32,856 |
| Sub-Saharan Africa | 0 | 0 | Program Services | TRAVEL FOR MISSION RELATED ACTIVITIES | $111,476 |
| Central America and the Caribbean | 0 | 0 | Fundraising | $206 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $59 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | $7,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 10 | SubtotalOfficesCnt |
| Subtotal Employees | 9 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $593,806,305 | SubtotalSpentAmt |
| Continuation Spent | $3,283,978 | ContinuationSpentAmt |
| Total Spent | $597,090,283 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (42 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $29,347 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $126,459 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $531,669 | WIRE |
| North America (Canada & Mexico only) | SUBCONTRACT RESEARCH GRANT | $48,464 | CHECK |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $45,823 | CHECK |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $52,143 | CHECK |
| South Asia | SUBCONTRACT RESEARCH GRANT | $241,881 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $34,293 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $276,154 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $6,720 | WIRE |
| Middle East and North Africa | SUBCONTRACT RESEARCH GRANT | $107,066 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $271,917 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $30,900 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $7,230 | WIRE |
| North America (Canada & Mexico only) | SUBCONTRACT RESEARCH GRANT | $18,068 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $22,946 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $33,535 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $52,363 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $26,489 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $35,257 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $62,210 | WIRE |
| Sub-Saharan Africa | INTERNATIONAL PROGRAM ADVANCES | $8,136 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $35,964 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $8,069 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $30,000 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $32,794 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $48,777 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $24,471 | WIRE |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $296,299 | CHECK |
| Europe (Including Iceland and Greenland) | SUBCONTRACT RESEARCH GRANT | $45,645 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $6,000 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $69,471 | WIRE |
| South Asia | SUBCONTRACT RESEARCH GRANT | $28,685 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $46,055 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $55,000 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $52,419 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $34,376 | WIRE |
| Sub-Saharan Africa | INTERNATIONAL PROGRAM ADVANCES | $87,614 | WIRE |
| East Asia and the Pacific | SUBCONTRACT RESEARCH GRANT | $146,774 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $5,333 | WIRE |
| Russia and Neighboring States | SUBCONTRACT RESEARCH GRANT | $38,220 | WIRE |
| Sub-Saharan Africa | SUBCONTRACT RESEARCH GRANT | $35,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (26 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Fellowships | Central America and the Caribbean | 1 | $5,000 | CHECK |
| Fellowships | East Asia and the Pacific | 2 | $6,900 | CHECK |
| Fellowships | Europe (Including Iceland and Greenland) | 2 | $32,800 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Fellowships | South America | 1 | $3,500 | CHECK |
| Fellowships | South Asia | 1 | $8,655 | WIRE |
| Fellowships | Sub-Saharan Africa | 10 | $46,100 | CHECK/ELECTRONIC FUNDS TRANSFER |
| International Program Advances | Sub-Saharan Africa | 8 | $766,566 | WIRE/ELECTRONIC FUNDS TRANSFER |
| Scholarships | Central America and the Caribbean | 1 | $18,605 | CHECK |
| Scholarships | East Asia and the Pacific | 30 | $152,994 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | Europe (Including Iceland and Greenland) | 44 | $544,951 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | Middle East and North Africa | 4 | $45,223 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | North America (Canada & Mexico only) | 4 | $17,328 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | Russia and Neighboring States | 33 | $113,563 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | South America | 6 | $72,958 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | South Asia | 37 | $309,814 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Scholarships | Sub-Saharan Africa | 38 | $552,601 | CHECK/WIRE/ELECTRONIC FUNDS TRANSFER |
| Student Prizes | East Asia and the Pacific | 13 | $12,469 | CHECK |
| Student Prizes | Europe (Including Iceland and Greenland) | 5 | $3,628 | CHECK |
| Student Prizes | Middle East and North Africa | 1 | $676 | CHECK |
| Student Prizes | North America (Canada & Mexico only) | 2 | $1,320 | CHECK |
| Student Prizes | South America | 1 | $676 | CHECK |
| Student Prizes | South Asia | 2 | $5,959 | CHECK/ELECTRONIC FUNDS TRANSFER |
| Student Prizes | Sub-Saharan Africa | 1 | $815 | CHECK |
| Student Stipends | Europe (Including Iceland and Greenland) | 1 | $1,000 | CHECK |
| Subcontract Research Grant | East Asia and the Pacific | 2 | $103,154 | WIRE |
| Subcontract Research Grant | Sub-Saharan Africa | 3 | $745,016 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ LLC | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | TELEFUND VENDOR | false | $715,984 | $534,418 | $181,566 |
| MARTS & LUNDY INC | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | STRATEGY CONSULTING | false | $32,820 | -$32,820 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $715,984 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $567,238 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $148,746 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SMFA ART SALE | Event1Nm |
| Gross Receipts Event1 | $875,172 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $420,232 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $454,940 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $139 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,620 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $496,880 | OtherDirectExpensesEvent1Amt |
| Event2 | SMFA MEDAL AWARD GALA | Event2Nm |
| Gross Receipts Event2 | $197,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $169,760 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,340 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,352 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $81,233 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $31,679 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,072,272 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $589,992 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $482,280 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,491 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $88,853 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $528,559 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $618,903 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$136,623 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (127 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACDIVOCA | |||||||
| 50 F Street NW Ste 1075 | Washington | DC | 20001 | 520811461 | 501(C)(3) | $76,953 | SUBCONTRACT GRANT AWARD |
| Arizona State Univ | |||||||
| PO Box 876011 | Tempe | AZ | 852876011 | 860196696 | 501(C)(3) | $85,038 | SUBCONTRACT GRANT AWARD |
| Battelle Pacific Northwest Division | |||||||
| PO Box 84391 | Seattle | WA | 981245691 | 314379427 | 501(C)(3) | $58,991 | SUBCONTRACT GRANT AWARD |
| Beckman Research Institute City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | 953432210 | 501(C)(3) | $138,477 | SUBCONTRACT GRANT AWARD |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042103881 | 501(C)(3) | $130,268 | SUBCONTRACT GRANT AWARD |
| Trustees of Boston College | |||||||
| 140 Commonwealth Ave | Chestnut Hill | MA | 02467 | 042103545 | 501(C)(3) | $134,526 | SUBCONTRACT GRANT AWARD |
| Boston Medical Center | |||||||
| 660 Harrison Ave | Boston | MA | 02118 | 043314093 | 501(C)(3) | $5,067 | SUBCONTRACT GRANT AWARD |
| Boston University | |||||||
| PO Box 28763 | New York | NY | 100878763 | 042103547 | 501(C)(3) | $127,174 | SUBCONTRACT GRANT AWARD |
| Brandeis University | |||||||
| PO Box 549110 | Waltham | MA | 024549110 | 042103552 | 501(C)(3) | $36,239 | SUBCONTRACT GRANT AWARD |
| Bridgewater State University | |||||||
| 131 Summer St | Bridgewater | MA | 02325 | 043010428 | 501(C)(3) | $11,700 | SUBCONTRACT GRANT AWARD |
| Brigham and Women's Hospital | |||||||
| PO Box 3887 | Boston | MA | 02241 | 042312909 | 501(C)(3) | $798,885 | SUBCONTRACT GRANT AWARD |
| Brown University | |||||||
| PO Box 1911 | Providence | RI | 02912 | 050258809 | 501(C)(3) | $306,043 | SUBCONTRACT GRANT AWARD |
| California Inst of Technology | |||||||
| 1200 E California Blvd | Pasadena | CA | 91125 | 951643307 | 501(C)(3) | $5,150 | SUBCONTRACT GRANT AWARD |
| Case Western Reserve University | |||||||
| Nord Hall Ste 615 10900 Euclid Ave | Cleveland | OH | 441067037 | 341018992 | 501(C)(3) | $32,416 | SUBCONTRACT GRANT AWARD |
| Children's Hospital Boston | |||||||
| PO Box 414413 | Boston | MA | 02241 | 042774441 | 501(C)(3) | $173,847 | SUBCONTRACT GRANT AWARD |
| Chinese Progressive Association Inc | |||||||
| 28 Ash St | Boston | MA | 021111517 | 042631569 | 501(C)(3) | $41,329 | SUBCONTRACT GRANT AWARD |
| Cleveland Clinic FoundationThe | |||||||
| PO Box 931562 | Cleveland | OH | 441935012 | 340714585 | 501(C)(3) | $295,775 | SUBCONTRACT GRANT AWARD |
| College of William and Mary | |||||||
| PO Box 8795 | Williamsburg | VA | 231878795 | 540734117 | 501(C)(3) | $21,595 | SUBCONTRACT GRANT AWARD |
| Columbia UniversityTrustees of | |||||||
| PO Box 29789 | New York | NY | 10087 | 135598093 | 501(C)(3) | $731,594 | SUBCONTRACT GRANT AWARD |
| ConvergeOne Systems Integration Inc | |||||||
| PO Box 4869 | Houston | TX | 77210 | 331009098 | FOR PROFIT | $274,623 | SUBCONTRACT GRANT AWARD |
| Cornell University | |||||||
| PO Box 22 | Ithaca | NY | 148510022 | 150532082 | 501(C)(3) | $140,442 | SUBCONTRACT GRANT AWARD |
| Dairy Grazing Apprenticeship | |||||||
| 522 4th St | Hudson | WI | 54016 | 462694047 | 501(C)(3) | $5,333 | SUBCONTRACT GRANT AWARD |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Ave | Boston | MA | 02215 | 042263040 | 501(C)(3) | $21,600 | SUBCONTRACT GRANT AWARD |
| Dartmouth College | |||||||
| 11 Rope Ferry Rd 6210 | Hanover | NH | 037551404 | 020222111 | 501(C)(3) | $64,007 | SUBCONTRACT GRANT AWARD |
| Dimagi Inc | |||||||
| 585 Massachusetts Ave Ste 4 | Cambridge | MA | 02139 | 830343298 | FOR PROFIT | $140,021 | SUBCONTRACT GRANT AWARD |
| Duke University | |||||||
| PO Box 602651 | Charlotte | NC | 28260 | 560532129 | 501(C)(3) | $39,679 | SUBCONTRACT GRANT AWARD |
| East Carolina University | |||||||
| 2200 S Charles Blvd | Greenville | NC | 278584353 | 566000403 | 501(C)(3) | $109,876 | SUBCONTRACT GRANT AWARD |
| Fox Chase Cancer Center | |||||||
| 333 Cottman Ave | Philadelphia | PA | 19111 | 232003072 | 501(C)(3) | $41,588 | SUBCONTRACT GRANT AWARD |
| Fuller Theological Seminary | |||||||
| 180 N Oakland Ave | Pasedena | CA | 91101 | 951699394 | 501(C)(3) | $94,715 | SUBCONTRACT GRANT AWARD |
| Georgia Tech Research Corp | |||||||
| PO Box 100117 | Atlanta | GA | 30384 | 580603146 | 501(C)(3) | $223,848 | SUBCONTRACT GRANT AWARD |
| Global Food & Nutrition Inc | |||||||
| 1300 L St NW 920 | Washington | DC | 20005 | 521931539 | FOR PROFIT | $199,898 | SUBCONTRACT GRANT AWARD |
| Harvard University | |||||||
| PO Box 415649 | Boston | MA | 02241 | 042103580 | 501(C)(3) | $256,233 | SUBCONTRACT GRANT AWARD |
| Health Resources in Action | |||||||
| 2 Boylston St | Boston | MA | 02116 | 042229839 | 501(C)(3) | $35,623 | SUBCONTRACT GRANT AWARD |
| Heifer International | |||||||
| 1 World Ave | Little Rock | AR | 72202 | 351019477 | 501(C)(3) | $71,906 | SUBCONTRACT GRANT AWARD |
| Helen Keller International Inc | |||||||
| 352 Park Ave South Ste 1200 | New York | NY | 10010 | 135562162 | 501(C)(3) | $311,732 | SUBCONTRACT GRANT AWARD |
| Hutchinson Cancer Research CenterFred | |||||||
| PO Box 19024 | Seattle | WA | 981091024 | 237156071 | 501(C)(3) | $28,667 | SUBCONTRACT GRANT AWARD |
| Indiana University | |||||||
| PO Box 78000 | Detroit | MI | 482780867 | 356001673 | 501(C)(3) | $36,321 | SUBCONTRACT GRANT AWARD |
| International Food Policy Research Inst | |||||||
| 2033 K Street NW | Washington | DC | 20006 | 521041632 | 501(C)(3) | $379,217 | SUBCONTRACT GRANT AWARD |
| International Nutrition Foundation | |||||||
| 711 Washington Street | Boston | MA | 02111 | 042761215 | 501(C)(3) | $95,282 | SUBCONTRACT GRANT AWARD |
| Jackson Lab | |||||||
| 610 Main St | Bar Harbor | ME | 04609 | 010211513 | 501(C)(3) | $11,258 | SUBCONTRACT GRANT AWARD |
| Johns Hopkins University | |||||||
| 12529 Collections Center Dr | Chicago | IL | 60693 | 520595110 | 501(C)(3) | $206,121 | SUBCONTRACT GRANT AWARD |
| KUMC Research Institute Inc | |||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | 481108830 | 501(C)(3) | $32,880 | SUBCONTRACT GRANT AWARD |
| Lahey Hospital & Medical Center | |||||||
| 41 Mall Rd | Burlington | MA | 01805 | 042704686 | 501(C)(3) | $9,990 | SUBCONTRACT GRANT AWARD |
| Life Connection Center | |||||||
| 192 Appleton St | Lowell | MA | 01852 | 471339554 | 501(C)(3) | $19,843 | SUBCONTRACT GRANT AWARD |
| LosAngeles Biomedical Research Institute | |||||||
| 1124 W Carson St Bldg J-3 | Torrance | CA | 90502 | 952138184 | 501(C)(3) | $20,279 | SUBCONTRACT GRANT AWARD |
| Maine Medical Center | |||||||
| 22 Bramhall St | Portland | ME | 04102 | 010238552 | 501(C)(3) | $280,096 | SUBCONTRACT GRANT AWARD |
| Maine Organic Farmers & Gardeners Assoc | |||||||
| PO Box 170 | Unity | ME | 04988 | 016048322 | 501(C)(3) | $6,465 | SUBCONTRACT GRANT AWARD |
| MarcelleGillian Michelle | |||||||
| 3808 Legation St | Washington | DC | 20015 | 219084571 | FOR PROFIT | $10,536 | SUBCONTRACT GRANT AWARD |
| Mass Eye and Ear Infirmary | |||||||
| 243 Charles St | Boston | MA | 02114 | 042103591 | 501(C)(3) | $54,321 | SUBCONTRACT GRANT AWARD |
| Mass General Hospital | |||||||
| PO Box 3829 | Boston | MA | 02241 | 042697983 | 501(C)(3) | $364,371 | SUBCONTRACT GRANT AWARD |
| Mass Institute of Technology | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | 042103594 | 501(C)(3) | $356,807 | SUBCONTRACT GRANT AWARD |
| MDI Biological Laboratory | |||||||
| PO Box 35 | Salisbury Cove | ME | 04672 | 010202467 | 501(C)(3) | $41,706 | SUBCONTRACT GRANT AWARD |
| Medical College of Wisconsin | |||||||
| 8701 Watertown Rd | Milwaukee | WI | 53226 | 390806261 | 501(C)(3) | $214,596 | SUBCONTRACT GRANT AWARD |
| Metropolitan Area Planning Council | |||||||
| 60 Temple Place | Boston | MA | 02111 | 042472296 | 501(C)(3) | $15,768 | SUBCONTRACT GRANT AWARD |
| Montana State University | |||||||
| PO Box 172470 | Bozeman | MT | 597172470 | 816010045 | 501(C)(3) | $46,934 | SUBCONTRACT GRANT AWARD |
| National Opinion Research Center | |||||||
| 55 E Monroe Ste 2000 | Chicago | IL | 60603 | 362167808 | 501(C)(3) | $12,379 | SUBCONTRACT GRANT AWARD |
| New York Academy of Medicine | |||||||
| 1216 Fifth Ave | New york | NY | 10029 | 131656674 | 501(C)(3) | $19,191 | SUBCONTRACT GRANT AWARD |
| New York Medical College | |||||||
| 40 Sunshine Cottage Rd | Valhalla | NY | 10595 | 131099420 | 501(C)(3) | $123,198 | SUBCONTRACT GRANT AWARD |
| New York University | |||||||
| PO Box 415026 | Boston | MA | 022415026 | 135562308 | 501(C)(3) | $38,216 | SUBCONTRACT GRANT AWARD |
| Nobis Engineering Inc | |||||||
| 18 Chenell Drive | Concord | NH | 03301 | 020433409 | FOR PROFIT | $93,705 | SUBCONTRACT GRANT AWARD |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | 041679980 | 501(C)(3) | $405,636 | SUBCONTRACT GRANT AWARD |
| Northwestern University | |||||||
| 633 Clark St Rm G-547 | Evanston | IL | 602081112 | 362167817 | 501(C)(3) | $44,740 | SUBCONTRACT GRANT AWARD |
| Ohio State Univ Research Foundation | |||||||
| 1960 Kenny Rd | Columbus | OH | 432101063 | 316401599 | 501(C)(3) | $30,026 | SUBCONTRACT GRANT AWARD |
| Oracle America Inc | |||||||
| PO Box 203448 | Dallas | TX | 753203448 | 942805249 | FOR PROFIT | $22,049 | SUBCONTRACT GRANT AWARD |
| Oregon Health & Sciences University | |||||||
| 0690 SW Bancroft St | Portland | OR | 97239 | 237083114 | 501(C)(3) | $58,788 | SUBCONTRACT GRANT AWARD |
| Oregon State University | |||||||
| 312 Kerr Administration Bldg | Corvallis | OR | 973312140 | 936001786 | 501(C)(3) | $14,395 | SUBCONTRACT GRANT AWARD |
| Parlance Corp | |||||||
| 400 W Cummings Pk Ste 200 | Woburn | MA | 01801 | 043334185 | FOR PROFIT | $39,600 | SUBCONTRACT GRANT AWARD |
| Pennsylvania State UniversityThe | |||||||
| 227 W Beaver Ave Suite 401 | State College | PA | 168014819 | 246000376 | 501(C)(3) | $20,120 | SUBCONTRACT GRANT AWARD |
| Pine Manor College | |||||||
| 400 Heath St | Chestnut Hill | MA | 02467 | 042321292 | 501(C)(3) | $13,851 | SUBCONTRACT GRANT AWARD |
| Princeton University | |||||||
| 701 Carnegie Center Ste 443 | Princeton | NJ | 08540 | 210634501 | 501(C)(3) | $88,713 | SUBCONTRACT GRANT AWARD |
| Purdue University | |||||||
| 23510 Network Pl | Chicago | IL | 60673 | 356002041 | 501(C)(3) | $85,170 | SUBCONTRACT GRANT AWARD |
| Quivira Coalition | |||||||
| 1413 Second St Ste 1 | Santa Fe | NM | 87505 | 311551770 | 501(C)(3) | $7,480 | SUBCONTRACT GRANT AWARD |
| RAND Corporation | |||||||
| PO Box 2138 | Santa Monica | CA | 904072138 | 951958142 | 501(C)(3) | $242,357 | SUBCONTRACT GRANT AWARD |
| Rensselaer Polytechnic Institute | |||||||
| 110 8th St | Troy | NY | 121803500 | 141340095 | 501(C)(3) | $368,254 | SUBCONTRACT GRANT AWARD |
| Rogue Farm Corps | |||||||
| PO Box 533 | Ashland | OR | 97520 | 030529330 | 501(C)(3) | $15,466 | SUBCONTRACT GRANT AWARD |
| Rowan University | |||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08028 | 222764819 | 501(C)(3) | $22,971 | SUBCONTRACT GRANT AWARD |
| Rush University | |||||||
| 1700 West Van Buren St | Chicago | IL | 606123833 | 362174823 | 501(C)(3) | $393,900 | SUBCONTRACT GRANT AWARD |
| Save the Children | |||||||
| 54 Wilton Rd | Westport | CT | 06880 | 060726487 | 501(C)(3) | $22,155 | SUBCONTRACT GRANT AWARD |
| Seven Hills Foundation | |||||||
| 81 Hope Ave | Worcester | MA | 01603 | 043293659 | 501(C)(3) | $12,475 | SUBCONTRACT GRANT AWARD |
| Somerville Trans Equity Partnership Inc | |||||||
| 51 Mt Vernon Street | Somerville | MA | 02145 | 201875025 | 501(C)(3) | $43,600 | SUBCONTRACT GRANT AWARD |
| Stanford University | |||||||
| PO Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501(C)(3) | $78,482 | SUBCONTRACT GRANT AWARD |
| Syracuse University | |||||||
| 119 Bowne Hall | Syracuse | NY | 132441140 | 150532081 | 501(C)(3) | $16,827 | SUBCONTRACT GRANT AWARD |
| Technical Education Research Center Inc | |||||||
| 2067 Massachusetts Ave | Cambridge | MA | 02140 | 046134355 | 501(C)(3) | $77,803 | 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) | $293,922 | SUBCONTRACT GRANT AWARD |
| Texas A&M University | |||||||
| 400 Harvey Mitchell Pkwy S Ste 300 | College Station | TX | 77845 | 746000531 | 501(C)(3) | $24,777 | SUBCONTRACT GRANT AWARD |
| Think3d | |||||||
| 3 Barrymore Road | Hanover | NH | 03755 | 461019559 | FOR PROFIT | $71,937 | SUBCONTRACT GRANT AWARD |
| Translational Genomics Research Institut | |||||||
| 445 North Fifth Street Ste 600 | Phoenix | AZ | 85004 | 753065445 | 501(C)(3) | $65,400 | SUBCONTRACT GRANT AWARD |
| Tufts Medical Center | |||||||
| 750 Washington St | Boston | MA | 02111 | 043400617 | 501(C)(3) | $4,256,110 | SUBCONTRACT GRANT AWARD |
| Tunxis Community College | |||||||
| 271 Scott Swamp Rd | Farmington | CT | 06032 | 066268897 | 501(C)(3) | $125,187 | SUBCONTRACT GRANT AWARD |
| UMass Memorial Medical Center Inc | |||||||
| 55 Lake Ave North | Worcester | MA | 01655 | 043358564 | 501(C)(3) | $77,270 | SUBCONTRACT GRANT AWARD |
| UMDC Diagnostic Clinic | |||||||
| PO Box 405803 | Atlanta | GA | 30384 | 592695890 | 501(C)(3) | $16,357 | SUBCONTRACT GRANT AWARD |
| Univ of Alabama at Birmingham | |||||||
| 1720 Second Ave S | Birmingham | AL | 352940109 | 636005396 | 501(C)(3) | $24,088 | SUBCONTRACT GRANT AWARD |
| Univ of California Davis | |||||||
| PO Box 989062 | West Sacramento | CA | 957989062 | 946036494 | 501(C)(3) | $274,036 | SUBCONTRACT GRANT AWARD |
| Univ of California Los Angeles | |||||||
| PO Box 957089 | Los Angeles | CA | 900959000 | 956006143 | 501(C)(3) | $35,856 | SUBCONTRACT GRANT AWARD |
| Univ of California San FranciscoRegents | |||||||
| 1855 Folsom St Ste 425 | San Francisco | CA | 94143 | 946036493 | 501(C)(3) | $7,334 | SUBCONTRACT GRANT AWARD |
| Univ of Kentucky Research Foundation | |||||||
| PO Box 931113 | Cleveland | OH | 44193 | 616033693 | 501(C)(3) | $22,531 | SUBCONTRACT GRANT AWARD |
| Univ of North Carolina at Chapel Hill | |||||||
| PO Box 402420 | Atlanta | GA | 303842420 | 566001393 | 501(C)(3) | $178,848 | SUBCONTRACT GRANT AWARD |
| Univ of Rhode Island Cooperative Extensi | |||||||
| 70 Lower College Rd 3rd fl | Kingston | RI | 028810811 | 056000522 | 501(C)(3) | $13,211 | SUBCONTRACT GRANT AWARD |
| University of California Regents | |||||||
| SAASB Bldg Rm 1212 | Santa Barbara | CA | 931062003 | 956006145 | 501(C)(3) | $89,952 | SUBCONTRACT GRANT AWARD |
| University of Connecticut | |||||||
| 438 Whitney Rd Ext Unit 1133 | Storrs | CT | 062691133 | 060772160 | 501(C)(3) | $21,815 | SUBCONTRACT GRANT AWARD |
| University of Connecticut Health Center | |||||||
| 263 Farmington Ave MC 5325 | Farmington | CT | 06030 | 521725543 | 501(C)(3) | $15,377 | SUBCONTRACT GRANT AWARD |
| University of Florida | |||||||
| PO Box 113001 | Gainesville | FL | 326113001 | 596002052 | 501(C)(3) | $13,348 | SUBCONTRACT GRANT AWARD |
| University of Georgia | |||||||
| 310 E Campus Road | Athens | GA | 30602 | 586001998 | 501(C)(3) | $257,354 | SUBCONTRACT GRANT AWARD |
| University of Illinois | |||||||
| PO Box 20787 | Springfield | IL | 62708 | 376000511 | 501(C)(3) | $181,794 | SUBCONTRACT GRANT AWARD |
| University of Massachusetts | |||||||
| 100 Morrissey Blvd | Boston | MA | 02125 | 043167352 | 501(C)(3) | $157,168 | SUBCONTRACT GRANT AWARD |
| University of Miami | |||||||
| PO Box 405803 | Atlanta | GA | 303845803 | 590624458 | 501(C)(3) | $6,824 | SUBCONTRACT GRANT AWARD |
| University of MichiganRegents of the | |||||||
| Box 223131 | Pittsburgh | PA | 152512131 | 386006309 | 501(C)(3) | $305,120 | SUBCONTRACT GRANT AWARD |
| University of Missouri | |||||||
| PO Box 806010 | Kansas City | MO | 64106 | 436003859 | 501(C)(3) | $41,255 | SUBCONTRACT GRANT AWARD |
| University of Nebraska | |||||||
| 6001 Dodge Street | Omaha | NE | 681820003 | 470049123 | 501(C)(3) | $8,238 | SUBCONTRACT GRANT AWARD |
| University of New Hampshire | |||||||
| 51 College Rd | Durham | NH | 038243585 | 026000937 | 501(C)(3) | $13,225 | SUBCONTRACT GRANT AWARD |
| University of Northern Iowa | |||||||
| Office of Business Operations | Cedar Falls | IA | 50614 | 426004333 | 501(C)(3) | $36,756 | SUBCONTRACT GRANT AWARD |
| University of PennsylvaniaTrustees | |||||||
| PO Box 785541 | Philadelphia | PA | 19178 | 231352685 | 501(C)(3) | $111,824 | SUBCONTRACT GRANT AWARD |
| University of Pittsburgh | |||||||
| PO Box 371220 | Pittsburgh | PA | 152517220 | 250965591 | 501(C)(3) | $116,541 | SUBCONTRACT GRANT AWARD |
| University of Texas | |||||||
| PO Box 301418 | Dallas | TX | 753031418 | 741761309 | 501(C)(3) | $218,441 | SUBCONTRACT GRANT AWARD |
| University of Utah | |||||||
| 201 S Presidents Cir Rm 406 | Salt Lake City | UT | 841129020 | 876000525 | 501(C)(3) | $13,080 | SUBCONTRACT GRANT AWARD |
| University of Vermont | |||||||
| 217 Waterman Bldg 85 S Prospect St | Burlington | VT | 054050160 | 030179440 | 501(C)(3) | $66,832 | SUBCONTRACT GRANT AWARD |
| University of Virginia | |||||||
| PO Box 400195 | Charlottesville | VA | 229044195 | 546001796 | 501(C)(3) | $18,572 | SUBCONTRACT GRANT AWARD |
| University of Washington | |||||||
| Box 354966 | Seattle | WA | 981954966 | 916001537 | 501(C)(3) | $134,691 | SUBCONTRACT GRANT AWARD |
| University of Wisconsin | |||||||
| Office For Res Sponsored Prog | Milwaukee | WI | 532780538 | 396006492 | 501(C)(3) | $224,193 | SUBCONTRACT GRANT AWARD |
| Virginia Commonwealth University | |||||||
| Box 843039 | Richmond | VA | 232843039 | 546001758 | 501(C)(3) | $35,510 | SUBCONTRACT GRANT AWARD |
| Virginia Polytechnic Inst & State Univ | |||||||
| 300 Turner St Ste 4200 | Blacksburg | VA | 24061 | 546001805 | 501(C)(3) | $14,868 | SUBCONTRACT GRANT AWARD |
| Washington State University | |||||||
| PO Box 641025 | Pullman | WA | 991641025 | 916001108 | 501(C)(3) | $35,103 | SUBCONTRACT GRANT AWARD |
| Washington University | |||||||
| 700 Rosedale Ave | St Louis | MO | 63112 | 430653611 | 501(C)(3) | $532,714 | SUBCONTRACT GRANT AWARD |
| Weill Medical College of Cornell Univ | |||||||
| 575 Lexington Ave 9th Fl | New York | NY | 10022 | 131623978 | 501(C)(3) | $7,801 | SUBCONTRACT GRANT AWARD |
| Wellesley College | |||||||
| Green Hall 139 106 Central St | Wellesley | MA | 024818203 | 042103637 | 501(C)(3) | $83,730 | SUBCONTRACT GRANT AWARD |
| Women & Infants Hospital of Rhode Island | |||||||
| 350 Duncan Dr | Providence | RI | 02906 | 050258937 | 501(C)(3) | $45,650 | SUBCONTRACT GRANT AWARD |
| Woods Hole Research Center | |||||||
| 149 Woods Hole Rd | Falmouth | MA | 02540 | 043005094 | 501(C)(3) | $69,491 | SUBCONTRACT GRANT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 119 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 5944 | $141,263,350 |
| FELLOWSHIPS | 533 | $2,558,923 |
| STUDENT PRIZES | 646 | $651,380 |
| STUDENT STIPENDS | 472 | $734,226 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anthony P Monaco | ||||||||||||||
| Trustee & University President | $857,030 | $0 | $0 | $0 | $117,985 | $0 | $52,140 | $0 | $113,856 | $0 | $1,141,011 | $0 | $0 | $0 |
| Linda Snyder | ||||||||||||||
| VP - Operations - End Date 6/30/17 | $153,304 | $0 | $0 | $0 | $10,277 | $0 | $22,245 | $0 | $10,787 | $0 | $196,613 | $0 | $0 | $0 |
| George A Hibbard | ||||||||||||||
| Associate Treasurer - End Date 6/12/17 | $60,134 | $0 | $0 | $0 | $59,346 | $0 | $10,815 | $0 | $43 | $0 | $130,338 | $0 | $0 | $0 |
| David R Harris | ||||||||||||||
| Provost & Sr VP - End Date 4/15/2018 | $561,632 | $0 | $0 | $0 | $942 | $0 | $52,140 | $0 | $52,370 | $0 | $667,084 | $0 | $0 | $0 |
| Patricia L Campbell | ||||||||||||||
| Executive VP | $533,097 | $0 | $0 | $0 | $7,414 | $0 | $52,140 | $0 | $9,429 | $0 | $602,080 | $0 | $0 | $0 |
| Eric C Johnson | ||||||||||||||
| VP - University Advancement | $452,637 | $0 | $0 | $0 | $2,123 | $0 | $52,140 | $0 | $21,614 | $0 | $528,514 | $0 | $0 | $0 |
| Mary R Jeka | ||||||||||||||
| VP - University Relations | $403,831 | $0 | $0 | $0 | $3,210 | $0 | $51,762 | $0 | $9,633 | $0 | $468,436 | $0 | $0 | $0 |
| Thomas S McGurty | ||||||||||||||
| VP - Finance & Treasurer | $399,540 | $0 | $0 | $0 | $2,859 | $0 | $52,140 | $0 | $24,132 | $0 | $478,671 | $0 | $0 | $0 |
| David J Kahle | ||||||||||||||
| VP - Information Technology, CIO - End Date 5/11/2018 | $361,821 | $0 | $0 | $0 | $1,276 | $0 | $44,824 | $0 | $27,740 | $0 | $435,661 | $0 | $0 | $0 |
| Julien C Carter | ||||||||||||||
| VP - Human Resources | $290,308 | $0 | $0 | $0 | $13,188 | $0 | $40,331 | $0 | $27,952 | $0 | $371,779 | $0 | $0 | $0 |
| Deborah T Kochevar | ||||||||||||||
| Dean Cummings School - End Date 4/16/2018, Interim Provost & Sr VP - Start Date 4/16/2018 | $281,601 | $0 | $0 | $0 | $1,901 | $0 | $34,140 | $0 | $21,363 | $0 | $339,005 | $0 | $0 | $0 |
| Christine C Sanni | ||||||||||||||
| VP - Communications & Marketing - End Date 4/30/2018 | $261,323 | $0 | $0 | $0 | $4,531 | $0 | $34,140 | $0 | $27,761 | $0 | $327,755 | $0 | $0 | $0 |
| Barbara Stein | ||||||||||||||
| VP Operations | $256,606 | $0 | $0 | $0 | $393 | $0 | $33,667 | $0 | $26,705 | $0 | $317,371 | $0 | $0 | $0 |
| Michael A Baenen | ||||||||||||||
| See Schedule O for Title | $189,870 | $0 | $0 | $0 | $756 | $0 | $23,052 | $0 | $13,045 | $0 | $226,723 | $0 | $0 | $0 |
| Jean E Ayers | ||||||||||||||
| Interim VP - Communications & Marketing - Start Date 4/16/2018 | $178,593 | $0 | $3,009 | $0 | $364 | $0 | $20,829 | $0 | $9,104 | $0 | $211,899 | $0 | $0 | $0 |
| Paul J Tringale | ||||||||||||||
| Secretary of Corporation | $160,735 | $0 | $803 | $0 | $640 | $0 | $19,655 | $0 | $26,078 | $0 | $207,911 | $0 | $0 | $0 |
| Naomi Rosenberg | ||||||||||||||
| Dean Sackler School - End Date 6/30/2017 | $179,495 | $0 | $0 | $0 | $46,539 | $0 | $22,118 | $0 | $10,441 | $0 | $258,593 | $0 | $0 | $0 |
| Linda M Abriola | ||||||||||||||
| Professor of Engineering | $294,368 | $0 | $0 | $0 | $1,431 | $0 | $34,140 | $0 | $81,571 | $0 | $411,510 | $0 | $0 | $0 |
| Joyce S Knoll | ||||||||||||||
| Interim Dean Cummings School - Start Date 4/16/2018 | $162,673 | $0 | $0 | $0 | $958 | $0 | $19,191 | $0 | $20,037 | $0 | $202,859 | $0 | $0 | $0 |
| Daniel Jay | ||||||||||||||
| Dean Sackler School - Start Date 7/1/2017 | $208,597 | $0 | $15,000 | $0 | $1,279 | $0 | $25,504 | $0 | $25,439 | $0 | $275,819 | $0 | $0 | $0 |
| Harris A Berman | ||||||||||||||
| Dean Medical School | $471,575 | $0 | $0 | $0 | $4,178 | $0 | $34,140 | $0 | $26,922 | $0 | $536,815 | $0 | $0 | $0 |
| Huw Thomas | ||||||||||||||
| Dean Dental School | $413,619 | $0 | $0 | $0 | $5,677 | $0 | $34,140 | $0 | $14,557 | $0 | $467,993 | $0 | $0 | $0 |
| Jianmin Qu | ||||||||||||||
| Dean of Engineering | $380,726 | $0 | $0 | $0 | $2,693 | $0 | $34,140 | $0 | $21,645 | $0 | $439,204 | $0 | $0 | $0 |
| James M Glaser | ||||||||||||||
| Dean Arts & Sciences | $355,603 | $0 | $0 | $0 | $1,728 | $0 | $34,140 | $0 | $55,392 | $0 | $446,863 | $0 | $0 | $0 |
| Sally Dungan | ||||||||||||||
| Chief Investment Officer | $377,767 | $0 | $264,310 | $0 | $2,693 | $0 | $190,068 | $0 | $53,294 | $0 | $888,132 | $0 | $95,776 | $0 |
| Maria Papageorge | ||||||||||||||
| Professor & Chair | $242,914 | $0 | $325,090 | $0 | $1,616 | $0 | $31,668 | $0 | $23,034 | $0 | $624,322 | $0 | $0 | $0 |
| Dariush Mozaffarian | ||||||||||||||
| Dean Friedman School | $409,365 | $0 | $0 | $0 | $665 | $0 | $34,140 | $0 | $26,604 | $0 | $470,774 | $0 | $0 | $0 |
| Constantinos Laskarides | ||||||||||||||
| Associate Professor | $161,652 | $0 | $235,416 | $0 | $760 | $0 | $17,934 | $0 | $27,224 | $0 | $442,986 | $0 | $0 | $0 |
| TRYFAN D EVANS | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $260,930 | $0 | $136,391 | $0 | $383 | $0 | $124,469 | $0 | $2,189 | $0 | $524,362 | $0 | $45,392 | $0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2017, ONE OFFICER, ONE KEY-EMPLOYEE, AND TWO OF THE TOP-5 HIGH- COMPENSATED EMPLOYEES TRAVELED USING SUCH AIRLINE ACCOMODATIONS, 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 2017, THREE OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). |
| Schedule J, Part I, Line 1a Personal services | THE UNIVERSITY PROVIDES HOUSECLEANING 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 $264,310 IN 2017. 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 $136,391 IN 2017. 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 | TWO OFFICERS RECEIVED NON-FIXED PAYMENTS FOR EXTRAORDINARY JOB PERFORMANCE. THIS AMOUNT IS 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA Series N | ||||||||
| A | 042456011 | 57586CV36 | 2008-03-27 | $140,600,000 | REFUND ISSUE DATED 08/05/2004 & 01/12/2006 | false | false | false |
| MHEFA Series O | ||||||||
| B | 042456011 | 57586EBG5 | 2008-11-13 | $83,752,144 | CONSTRUCT & Equip Facility | Yes (true) | false | false |
| MHEFA Series M | ||||||||
| C | 042456011 | 57586ejt9 | 2009-06-11 | $66,548,467 | REFUND ISSUE DATED 04/01/1998 | false | false | false |
| MHEFA SERIES G | ||||||||
| D | 042456011 | 57586EKD2 | 2009-07-01 | $27,900,000 | REFUND ISSUES DATED 6/14/1995 & 6/07/2001 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,200,000 | $0 | $140,600,000 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 | $140,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $18,210,000 | $63,110,000 | $83,830,604 | $0 | $0 | $0 | $731,604 | $0 | $0 | $83,099,000 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2010 |
| C | $2,680,000 | $0 | $66,548,467 | $0 | $0 | $0 | $538,881 | $0 | $0 | $0 | $66,009,586 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $3,600,000 | $27,900,000 | $27,900,000 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | 0.0 | |||||||||||
| D | 0.0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AND B | |||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 10.0 | Yes (true) | false | false | Deutsche Bank and Bank of America | false | Yes (true) |
| (no name) | |||||||||||||
| B | false | false | Yes (true) | false | false | false | false | false | Yes (true) | ||||
| (no name) | |||||||||||||
| C | false | false | Yes (true) | false | false | false | false | false | Yes (true) | ||||
| (no name) | |||||||||||||
| D | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 3 COLUMN B | THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND |
| 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 A | 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 C & D | 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 IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA Series P | ||||||||
| A | 043431814 | 57583r7l3 | 2011-02-08 | $50,532,192 | REFUND ISSUE DATED 04/03/2001 | false | false | false |
| MDFA SERIES Q | ||||||||
| B | 043431814 | 57583U4K1 | 2015-02-26 | $78,544,431 | REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY | false | false | false |
| MDFA SERIES (MASTER LEASE AGRMNT) | ||||||||
| C | 043431814 | 2015-03-17 | $28,000,000 | CONSTRUCT FACILITY | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $50,532,192 | $532,192 | $50,000,000 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| B | $78,544,431 | $728,677 | $8,254,852 | false | Yes (true) | false | Yes (true) | $63,860,322 | $5,700,580 | 2016 | |
| C | $28,000,000 | $66,569 | false | false | false | Yes (true) | $27,933,431 | 2016 | $3,268,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (true) | 0.0 | ||||||||||
| B | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | false | false | Yes (true) |
| C | 0.0 | false | Yes (true) | false | false | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BNY MELLON | ||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 25.0 | false | false | false | false | Yes (true) |
| (no name) | ||||||||||||
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MORTON B ROSENBERG | |||
| SPOUSE OF FORMER KEY EMPLOYEE | $52,522 | EMPLOYMENT | false |
| ADAGE CAPITAL MANAGEMENT | |||
| PARTNER IS SPOUSE OF CURRENT TRUSTEE | $605,127 | INVESTMENT MANAGEMENT SERVICES | false |
| ZOIA MONACO | |||
| SPOUSE OF PRESIDENT | $12,155 | EMPLOYMENT | false |
| MARISA DOHERTY | |||
| SISTER-IN-LAW OF CURRENT TRUSTEE CHAIR | $67,334 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,361 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,189 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 232 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,006,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,587 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $831,504 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (10 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 13 | $1,965,807 | Market value |
| Yes (X) | GIFT CARDS | 11 | $615 | Market value |
| Yes (X) | DINNER EVENTS AND MEETINGS | 13 | $54,243 | Market value |
| Yes (X) | DONATED TRAVEL EXPENSES | 3 | $40,287 | Market value |
| Yes (X) | CONTRIBUTION PORTION FROM THE SMFA ART SALE | 339 | $420,232 | Market value |
| Yes (X) | MUSIC INSTRUMENT | 1 | $600 | Market value |
| Yes (X) | PURCHASE CREDIT WITH IDEXX LABORATORIES | 1 | $89,081 | Market value |
| Yes (X) | RENTAL EXPENSE REDUCTION | 1 | $3,811,912 | Market value |
| Yes (X) | SOFTWARE | 1 | $25,485 | Market value |
| Yes (X) | SPORTS/CONCERT TICKETS | 8 | $3,625 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 15 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I NON-CASH CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. AT THIS TIME, WITH THE ABSENCE OF A CENTRALIZED COUNTING MECHANISM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS NO WAY TO ACCURATELY TRACK OR ESTIMATE THE ACTUAL NUMBER OF THOSE PARTICIPATING IN VOLUNTEER ACTIVITIES. |
| Form 990, Part III, Line 1 | Tufts University is a student-centered research university dedicated to the creation and application of knowledge. With over 11,000 full-time students from 101 countries we are committed to providing 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 AMONG 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, BRIAN KAVOOGIAN 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 COMMITTEE. THE AUDIT 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 AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED WILLIS TOWERS WATSON. 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 OUR HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER PAY. 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 - -3329225; Cumulative Effect of Accounting Change SFAS 158 - 14649533; Change in split Interest Agreement - -240983; Change in fair value of interest rate agreements - 12360781; Investment in Tufts Shared Services, Inc. - 689768; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $3,723,917 | $2,952,639 | TRUSTEES OF TUFTS COLLEGE |
| AZULUNA BRANDS LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | AGRICULTURE | MA | $7,031 | $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 | $201,244 | $0 | Trustees of Tufts College |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (true) |
| WALNUT HILL PROPERTIES CORP | ||||||||||
| 47 WINTHROP ST | MEDFORD | MA | 02155 | 043419100 | REAL ESTATE MANAGEMENT | MA | 501(c)(3) | Type I | TRUSTEES OF TUFTS COLLEGE | Yes (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 | Yes (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 | Yes (true) |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043236078 | VEBA | MA | 501(c)(9) | TRUSTEES OF TUFTS COLLEGE | Yes (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 | Yes (true) |
| CIVIC EDUCATION FOUNDATION | ||||||||||
| 169 HOLLAND ST ATTN TAX DEPT | SOMVERVILLE | MA | 02144 | RAISE CIVIC AWARENESS | MA | 501(c)(3) | 10 | Trustees of Tufts College | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JM HOLDINGS INC | |||||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043184043 | REAL ESTATE DEVELOPMENT | MA | TRUSTEES OF TUFTS COLLEGE | C Corporation | -$2,556 | $45,642 | 1 | Yes (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 | TRUSTEES OF TUFTS COLLEGE | Trust | $45,972 | $150,664 | 1.00 | Yes (true) | HK | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WALNUT HILL PROPERTIES CORP | ||
| D | $10,200,000 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| K | $971,702 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| L | $160,509 | FAIR MARKET VALUE |
| TUFTS GLOBAL INC | ||
| M | $476,591 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| Q | $690,000 | FAIR MARKET VALUE |
| TUFTS SHARED SERVICES | ||
| M | $5,361,000 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| D | $94,364 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| L | $467,053 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| Q | $276,709 | FAIR MARKET VALUE |
| TUFTS VETERINARY TREATMENT & SPECIALTIES INC | ||
| S | $328,465 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| L | $797,000 | FAIR MARKET VALUE |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | ||
| R | $224,643 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV, Column (a) TRUSTS | FormAndLineReferenceDesc |
| Explanation | THE 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trustees of Tufts College | |||||||||||||||
| 169 Holland Street Attn Tax Dept | Somerville | MA | 02144 | 042103634 | Yes (X) | $0 | $536,814 | $536,814 | $1,009,870,431 | $1,010,407,245 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| THE OMIDYAR-TUFTS MICROFINANCE FUND | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 043828582 | $0 | $0 | $0 | $829,520 | $829,520 | $149,428 | $37,357 | $0 | $0 | $0 | |
| TUFTS SHARED SERVICES INC | |||||||||||||||
| 171 HARRISON STREET BOX 821 | BOSTON | MA | 02111 | 237000827 | $0 | $0 | $0 | $28,919,984 | $28,919,984 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC | |||||||||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | 043430674 | $0 | $0 | $0 | $10,472,927 | $10,472,927 | $673,646 | $168,412 | $0 | $0 | $0 | |
| WALNUT HILL PROPERTIES CORP | |||||||||||||||
| PO BOX 53 TUFTS UNIVERSITY BRANCH | MEDFORD | MA | 02155 | 043419100 | $0 | $0 | $0 | $2,892,380 | $2,892,380 | $294,619 | $73,655 | $0 | $0 | $0 | |
| TUFTS GLOBAL INC | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 474543971 | $0 | $0 | $0 | $501,235 | $501,235 | $100,185 | $25,046 | $0 | $0 | $0 | |