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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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-09T10:00:52-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas S McGurtyPersonNm
Person TitleVP FINANCE & TREASURERPersonTitleTxt
Signature2019-05-09SignatureDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Tufts UniversityBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Anthony P MonacoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland Street Attn Tax DeptAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,244,573,170GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee12467TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,299,281TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,828,169NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$301,997,211PYContributionsGrantsAmt
CY Contributions Grants$266,917,341CYContributionsGrantsAmt
PY Program Service Revenue$692,935,852PYProgramServiceRevenueAmt
CY Program Service Revenue$715,095,344CYProgramServiceRevenueAmt
PY Investment Income$39,253,256PYInvestmentIncomeAmt
CY Investment Income$160,437,369CYInvestmentIncomeAmt
PY Other Revenue$1,905,201PYOtherRevenueAmt
CY Other Revenue$2,030,398CYOtherRevenueAmt
PY Total Revenue$1,036,091,520PYTotalRevenueAmt
CY Total Revenue$1,144,480,452CYTotalRevenueAmt
PY Grants And Similar Paid$163,645,547PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$170,381,654CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$539,699,016PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$548,695,387CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,856,199PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,402,418CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,201,483CYTotalFundraisingExpenseAmt
PY Other Expenses$305,158,288PYOtherExpensesAmt
CY Other Expenses$314,129,269CYOtherExpensesAmt
PY Total Expenses$1,010,359,050PYTotalExpensesAmt
CY Total Expenses$1,034,608,728CYTotalExpensesAmt
PY Revenues Less Expenses$25,732,470PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$109,871,724CYRevenuesLessExpensesAmt
Total Assets BOY$3,483,123,623TotalAssetsBOYAmt
Total Assets EOY$3,646,586,839TotalAssetsEOYAmt
Total Liabilities BOY$1,074,174,204TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,062,412,861TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,408,949,419NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,584,173,978NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$515,032,828ExpenseAmt
Grant$148,783,612GrantAmt
Revenue$545,910,581RevenueAmt
DescINSTRUCTION - 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

FieldValueIRS element (for citing)
Expense$311,354,832ExpenseAmt
Grant$21,598,042GrantAmt
Revenue$101,725,478RevenueAmt
DescRESEARCH -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

FieldValueIRS element (for citing)
Expense$66,548,200ExpenseAmt
Grant$0GrantAmt
Revenue$63,536,169RevenueAmt
DescAUXILIARY 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
FieldValueIRS element (for citing)
Total Program Service Expenses$892,935,860TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2565IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12467EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountrySLForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUVForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas S McGurty VP FinTreasurerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176273264PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Anthony P Monaco
Trustee & University President60.01.0Yes (X)Yes (X)$975,015$0$165,996
Peter R Dolan
Trustee - Chairman3.00Yes (X)Yes (X)$0$0$0
William R O'Reilly Jr
Trustee - Vice Chair - End Date 11/4/173.00Yes (X)Yes (X)$0$0$0
Jeannie H Diefenderfer
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Daniel J Doherty III
Trustee - End Date 11/4/2017, Trustee - Vice Chair - Start Date 11/4/20173.00Yes (X)Yes (X)$0$0$0
Thomas M Alperin
Charter Trustee - End Date 11/4/20173.00Yes (X)$0$0$0
Dina A Al-Tayeb
Trustee3.00Yes (X)$0$0$0
John J Bello
Trustee3.00Yes (X)$0$0$0
Robert R Bendetson
Trustee - End Date 11/4/20173.00Yes (X)$0$0$0
Betsy Busch
Trustee3.00Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.00Yes (X)$0$0$0
John H deJong
Trustee3.00Yes (X)$0$0$0
E Michael Fung
Trustee3.00Yes (X)$0$0$0
Laurie A Gabriel
Trustee3.00Yes (X)$0$0$0
Steven M Galbraith
Trustee3.00Yes (X)$0$0$0
Steven A Goldstein
Trustee3.00Yes (X)$0$0$0
Mark D Goodman
Trustee - Start Date 11/4/20173.00Yes (X)$0$0$0
Michael S Gordon
Trustee3.00Yes (X)$0$0$0
Bruce D Grossman
Trustee3.00Yes (X)$0$0$0
Diane S Hessan
Trustee3.00Yes (X)$0$0$0
Varney J Hintlian
Trustee3.00Yes (X)$0$0$0
Deborah R Jospin
Trustee3.00Yes (X)$0$0$0
Peter H Kamin
Trustee3.00Yes (X)$0$0$0
Katherine A Kaplan
Trustee - Start Date 11/4/20173.00Yes (X)$0$0$0
Steven E Karol
Trustee3.00Yes (X)$0$0$0
Michael A Karsch
Trustee3.00Yes (X)$0$0$0
Brian H Kavoogian
Trustee3.00Yes (X)$0$0$0
Debra S Knez
Trustee - End Date 11/4/20173.00Yes (X)$0$0$0
Diana V Lopez
Trustee3.00Yes (X)$0$0$0
Christopher J McKown
Trustee -Start Date 11/4/20173.00Yes (X)$0$0$0
Jeffrey M Moslow
Trustee3.01.0Yes (X)$0$0$0
Elyse A Newhouse
Trustee3.00Yes (X)$0$0$0
Maria A Oquendo
Trustee - Start Date 11/4/20173.00Yes (X)$0$0$0
Douglas Rachlin
Trustee - Start Date 11/4/20173.00Yes (X)$0$0$0
David B Rone
Trustee3.00Yes (X)$0$0$0
Hugh R Roome III
Trustee3.00Yes (X)$0$0$0
Ankur A Sahu
Trustee3.00Yes (X)$0$0$0
Janis A Savin-Williams
Trustee3.00Yes (X)$0$0$0
Neal B Shapiro
Trustee3.00Yes (X)$0$0$0
Tina H Surh
Trustee3.00Yes (X)$0$0$0
Kalahn Taylor-Clark
Trustee3.00Yes (X)$0$0$0
Teri C Volpert
Trustee3.00Yes (X)$0$0$0
Gloria E White-Hammond
Trustee - End Date 11/4/20173.00Yes (X)$0$0$0
James J Wong
Trustee3.00Yes (X)$0$0$0
David R Harris
Provost & Sr VP - End Date 4/15/201840.00Yes (X)$562,574$0$104,510
Patricia L Campbell
Executive VP40.00.3Yes (X)$540,511$0$61,569
Eric C Johnson
VP - University Advancement40.00Yes (X)$454,760$0$73,754
Mary R Jeka
VP - University Relations40.00Yes (X)$407,041$0$61,395
Thomas S McGurty
VP - Finance & Treasurer40.03.0Yes (X)$402,399$0$76,272
David J Kahle
VP - Information Technology, CIO - End Date 5/11/201840.00Yes (X)$363,097$0$72,564
Julien C Carter
VP - Human Resources40.00.3Yes (X)$303,496$0$68,283
Deborah T Kochevar
Dean Cummings School - End Date 4/16/2018, Interim Provost & Sr VP - Start Date 4/16/201840.01.0Yes (X)$283,502$0$55,503
Christine C Sanni
VP - Communications & Marketing - End Date 4/30/201840.00Yes (X)$265,854$0$61,901
Barbara Stein
VP Operations50.01.0Yes (X)$256,999$0$60,372
Michael A Baenen
See Schedule O for Title40.00Yes (X)$190,626$0$36,097
Jean E Ayers
Interim VP - Communications & Marketing - Start Date 4/16/201840.00Yes (X)$181,966$0$29,933
Paul J Tringale
Secretary of Corporation40.00Yes (X)$162,178$0$45,733
Elizabeth Mcclain
Associate Treasurer40.00.3Yes (X)$95,853$0$23,341
Joyce S Knoll
Interim Dean Cummings School - Start Date 4/16/201840.00$163,631$0$39,228Yes (X)
Daniel Jay
Dean Sackler School - Start Date 7/1/201740.00$224,876$0$50,943Yes (X)
Harris A Berman
Dean Medical School40.00.0$475,753$0$61,062Yes (X)
Huw Thomas
Dean Dental School40.00$419,296$0$48,697Yes (X)
Jianmin Qu
Dean of Engineering40.00$383,419$0$55,785Yes (X)
James M Glaser
Dean Arts & Sciences40.00$357,331$0$89,532Yes (X)
Sally Dungan
Chief Investment Officer40.05.0$644,770$0$243,362Yes (X)
Maria Papageorge
Professor & Chair40.00$569,620$0$54,702Yes (X)
Dariush Mozaffarian
Dean Friedman School40.00$410,030$0$60,744Yes (X)
Constantinos Laskarides
Associate Professor40.00$397,828$0$45,158Yes (X)
TRYFAN D EVANS
DIRECTOR OF INVESTMENTS10.040.0$397,704$0$126,658Yes (X)
Linda Snyder
VP - Operations - End Date 6/30/1740.02.0$163,581$0$33,032Yes (X)
George A Hibbard
Associate Treasurer - End Date 6/12/1740.00.0$119,480$0$10,858Yes (X)
Naomi Rosenberg
Dean Sackler School - End Date 6/30/201740.00$226,034$0$32,559Yes (X)
Linda M Abriola
Professor of Engineering40.00$295,799$0$115,711Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,695,023TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,065,254TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1171IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TURNER CONSTRUCTION CO
TWO SEAPORT LANE2ND FLOORBOSTONMA02110CONSTRUCTION$27,075,239
CONSIGLI CONSTRUCTION INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$13,643,230
C&W FACILITY SERVICES INC
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$11,433,589
O'CONNOR CONSTRUCTORS INC
45 INDUSTRIAL DRIVECANTONMA02021CONSTRUCTION$10,250,800
ELAINE CONSTRUCTION CO INC
1037 CHESTNUT STREETNEWTON UPPER FALLSMA02464CONSTRUCTION$6,528,247
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K298CntrctRcvdGreaterThan100KCnt
Fundraising$589,992FundraisingAmt
Government Grants$151,761,141GovernmentGrantsAmt
All Other Contributions$114,566,208AllOtherContributionsAmt
Noncash Contributions$17,399,443NoncashContributionsAmt
Total Contributions$266,917,341TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$545,910,581$545,910,581
CLINICAL AND OTHER EDUCATION541900$103,932,984$101,725,478$2,207,506
AUXILLIARY ENTERPRISES900099$65,251,779$63,536,169$1,715,610

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$715,095,344TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,343,498TotalRevenueColumnAmt
Exclusion$11,343,498ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,412,312TotalRevenueColumnAmt
Exclusion$3,412,312ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,797,414RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,042,705RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,245,291RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,245,291TotalRevenueColumnAmt
Exclusion-$1,245,291ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,245,524,981SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,096,431,110SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$149,093,871SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$149,093,871TotalRevenueColumnAmt
Unrelated Business Revenue-$2,623,835UnrelatedBusinessRevenueAmt
Exclusion$151,717,706ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$482,280FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$589,992ContriRptFundraisingEventAmt
Fundraising Direct Expenses$618,903FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$136,623TotalRevenueColumnAmt
Exclusion-$136,623ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,144,480,452TotalRevenueColumnAmt
Related Or Exempt Func Income$711,172,228RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,299,281UnrelatedBusinessRevenueAmt
Exclusion$165,091,602ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,402,007TotalAmt
Program Services$18,402,007ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$145,207,878TotalAmt
Program Services$145,207,878ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,771,769TotalAmt
Program Services$6,771,769ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,962,063TotalAmt
Program Services$2,510,174ProgramServicesAmt
Management And General$5,733,430ManagementAndGeneralAmt
Fundraising$718,459FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$132,011TotalAmt
Program Services$64,677ProgramServicesAmt
Management And General$67,334ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$436,137,189TotalAmt
Program Services$361,387,883ProgramServicesAmt
Management And General$60,869,220ManagementAndGeneralAmt
Fundraising$13,880,086FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,727,019TotalAmt
Program Services$25,610,725ProgramServicesAmt
Management And General$5,027,437ManagementAndGeneralAmt
Fundraising$1,088,857FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,133,760TotalAmt
Program Services$36,997,477ProgramServicesAmt
Management And General$6,086,295ManagementAndGeneralAmt
Fundraising$2,049,988FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,603,345TotalAmt
Program Services$21,197,506ProgramServicesAmt
Management And General$4,489,777ManagementAndGeneralAmt
Fundraising$916,062FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,525,787TotalAmt
Program Services$3,904,554ProgramServicesAmt
Management And General$1,616,547ManagementAndGeneralAmt
Fundraising$4,686FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$510,750TotalAmt
Management And General$510,750ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$536,814TotalAmt
Management And General$536,814ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,402,418TotalAmt
Fundraising$1,402,418FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,263,907TotalAmt
Management And General$2,263,907ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,552,126TotalAmt
Program Services$34,421,604ProgramServicesAmt
Management And General$9,039,334ManagementAndGeneralAmt
Fundraising$91,188FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,191,111TotalAmt
Program Services$1,166,610ProgramServicesAmt
Fundraising$24,501FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$59,022,934TotalAmt
Program Services$49,181,891ProgramServicesAmt
Management And General$8,211,159ManagementAndGeneralAmt
Fundraising$1,629,884FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,507,835TotalAmt
Program Services$2,683,883ProgramServicesAmt
Management And General$7,675,039ManagementAndGeneralAmt
Fundraising$148,913FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,810,921TotalAmt
Program Services$1,810,921ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$40,981,973TotalAmt
Program Services$39,721,686ProgramServicesAmt
Management And General$906,079ManagementAndGeneralAmt
Fundraising$354,208FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,585,372TotalAmt
Program Services$13,667,414ProgramServicesAmt
Management And General$575,216ManagementAndGeneralAmt
Fundraising$342,742FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,554,440TotalAmt
Program Services$3,790,519ProgramServicesAmt
Management And General$1,026,404ManagementAndGeneralAmt
Fundraising$737,517FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$30,380,434TotalAmt
Program Services$29,446,162ProgramServicesAmt
Management And General$671,693ManagementAndGeneralAmt
Fundraising$262,579FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$57,405,865TotalAmt
Program Services$55,640,494ProgramServicesAmt
Management And General$1,269,211ManagementAndGeneralAmt
Fundraising$496,160FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$2,449,530TotalAmt
Program Services$2,438,730ProgramServicesAmt
Management And General$10,763ManagementAndGeneralAmt
Fundraising$37FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,034,608,728TotalAmt
Program Services$892,935,860ProgramServicesAmt
Management And General$117,471,385ManagementAndGeneralAmt
Fundraising$24,201,483FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$35,930,062BOYAmt
EOY$46,144,380EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$77,390,994BOYAmt
EOY$83,372,888EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,154,704BOYAmt
EOY$16,325,670EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$46,879,016BOYAmt
EOY$44,924,731EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,055,794BOYAmt
EOY$1,221,618EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,707,647BOYAmt
EOY$1,676,378EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,862,581,260LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$798,694,294LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,020,521,545BOYAmt
EOY$1,063,886,966EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$460,183,299BOYAmt
EOY$518,299,078EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,691,601,709BOYAmt
EOY$1,740,474,551EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$31,505,425BOYAmt
EOY$29,306,535EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,193,428BOYAmt
EOY$100,954,044EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,483,123,623BOYAmt
EOY$3,646,586,839EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$149,260,772BOYAmt
EOY$160,485,982EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$59,561,005BOYAmt
EOY$63,631,995EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$768,405,222BOYAmt
EOY$756,524,569EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,284,099BOYAmt
EOY$3,882,905EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$93,663,106BOYAmt
EOY$77,887,410EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,074,174,204BOYAmt
EOY$1,062,412,861EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,247,634,680BOYAmt
EOY$1,344,081,437EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$506,797,646BOYAmt
EOY$555,653,546EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$654,517,093BOYAmt
EOY$684,438,995EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,408,949,419BOYAmt
EOY$2,584,173,978EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,483,123,623BOYAmt
EOY$3,646,586,839EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$109,871,724ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$41,222,961NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$24,129,874OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$242,625,216CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,337,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$260,031,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,578,645CurrentTaxYearMinus1YearAmt
Current Tax Year$266,524,449CurrentTaxYearAmt
Total$1,298,096,997TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$242,625,216CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,337,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$260,031,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,578,645CurrentTaxYearMinus1YearAmt
Current Tax Year$266,524,449CurrentTaxYearAmt
Total$1,298,096,997TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,298,096,997PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,079,798CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,057,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,145,285CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,006,835CurrentTaxYearMinus1YearAmt
Current Tax Year$16,553,225CurrentTaxYearAmt
Total$72,842,721TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,370,939,718TotalSupportAmt
Gross Receipts Rltd Activities$3,298,445,406GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9469PublicSupportCY170Pct
Public Support PY1700.9409PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$536,814FilingOrganizationsTotalAmt
Affiliated Group Total$536,814AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$536,814FilingOrganizationsTotalAmt
Affiliated Group Total$536,814AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,009,870,431FilingOrganizationsTotalAmt
Affiliated Group Total$1,053,486,477AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,010,407,245FilingOrganizationsTotalAmt
Affiliated Group Total$1,054,023,291AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$539,499CurrentYearMinus3Amt
Current Year Minus2$551,458CurrentYearMinus2Amt
Current Year Minus1$552,156CurrentYearMinus1Amt
Current Year$536,814CurrentYearAmt
Total$2,179,927TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$83,130RevenuesIncludedAmt
Assets Included$6,067,752AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,625,056,580BeginningYearBalanceAmt
Contributions$18,369,950ContributionsAmt
Investment Earnings Or Losses$66,337,135InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,555,041GrantsOrScholarshipsAmt
Other Expenditures$62,997,156OtherExpendituresAmt
Administrative Expenses$5,194,280AdministrativeExpensesAmt
End Year Balance$1,622,017,188EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,472,355,250BeginningYearBalanceAmt
Contributions$27,445,392ContributionsAmt
Investment Earnings Or Losses$210,364,325InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,828,045GrantsOrScholarshipsAmt
Other Expenditures$61,993,513OtherExpendituresAmt
Administrative Expenses$5,286,829AdministrativeExpensesAmt
End Year Balance$1,625,056,580EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.397BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.35PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.253TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,991,205OtherCostOrOtherBasisAmt
Book Value$76,991,205BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,552,691,001OtherCostOrOtherBasisAmt
Depreciation$667,447,460DepreciationAmt
Book Value$885,243,541BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$232,899,054OtherCostOrOtherBasisAmt
Depreciation$131,246,834DepreciationAmt
Book Value$101,652,220BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,063,886,966TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$577,843,047BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investments$10,319,479F
Common Trust Equity Index Funds$320,707,084F
Private Equities$472,513,415F
Real Estate$157,187,947F
Funds Held Under Bond Agreements$423F
UNSETTLED INVESTMENTS$1,617,946F
Natural Resources$127,683,224F
Non-Marketable Credit$72,601,986F
FieldValueIRS element (for citing)
Total Book Value Securities$1,740,474,551TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Interest Rate Agreements$54,724,434
Government Advances$23,162,976
FieldValueIRS element (for citing)
Total Liability$77,887,410TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,051,937,791TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$41,222,960NetUnrealizedGainsInvstAmt
Other Revenue-$135,773,643OtherRevenueAmt
Revenue Not Reported-$94,550,683RevenueNotReportedAmt
Revenue Subtotal$1,146,488,474RevenueSubtotalAmt
Other Revenues Not Included-$2,008,022OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,008,022RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,144,480,452TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$876,713,233TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$8,558,867OtherExpensesIncludedAmt
Expenses Not Reported-$8,558,867ExpensesNotReportedAmt
Expenses Subtotal$885,272,100ExpensesSubtotalAmt
Other Expenses Not Included$149,336,628OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$149,336,628ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,034,608,728TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE 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 agreementTUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE TRUSTEES OF TUFTS COLLEGE 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) footnoteUS GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 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 990Consolidated 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 statementsRental 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 990Rental 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 statementsConsolidated entites expenses - 2171216 Tuition discount - XXX-XX-XXXX

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYAS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)55Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$4,478,458
East Asia and the Pacific32Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$556,046
South America11Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$365,950
Sub-Saharan Africa11Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$182,083
Central America and the Caribbean00Grantmaking$23,605
East Asia and the Pacific00Grantmaking$957,590
Europe (Including Iceland and Greenland)00Grantmaking$1,084,407
Middle East and North Africa00Grantmaking$152,965
North America (Canada & Mexico only)00Grantmaking$85,180
Russia and Neighboring States00Grantmaking$151,783
South America00Grantmaking$77,134
South Asia00Grantmaking$1,178,861
Sub-Saharan Africa00Grantmaking$3,060,243
Central America and the Caribbean00Investments$524,726,000
Europe (Including Iceland and Greenland)00Investments$44,359,000
North America (Canada & Mexico only)00Investments$12,367,000
Sub-Saharan Africa00Investments$2,341,000
Central America and the Caribbean00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$46,059
East Asia and the Pacific00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$127,467
Europe (Including Iceland and Greenland)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$529,648
Middle East and North Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$26,972
North America (Canada & Mexico only)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$36,975
Russia and Neighboring States00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$14,770
South America00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$9,175
South Asia00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$32,856
Sub-Saharan Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$111,476
Central America and the Caribbean00Fundraising$206
East Asia and the Pacific00Fundraising$59
Europe (Including Iceland and Greenland)00Fundraising$7,315
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees9SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee9TotalEmployeeCnt
Subtotal Spent$593,806,305SubtotalSpentAmt
Continuation Spent$3,283,978ContinuationSpentAmt
Total Spent$597,090,283TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (42 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$29,347WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$126,459WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$531,669WIRE
North America (Canada & Mexico only)SUBCONTRACT RESEARCH GRANT$48,464CHECK
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$45,823CHECK
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$52,143CHECK
South AsiaSUBCONTRACT RESEARCH GRANT$241,881WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$34,293WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$276,154WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$6,720WIRE
Middle East and North AfricaSUBCONTRACT RESEARCH GRANT$107,066WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$271,917WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$30,900WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$7,230WIRE
North America (Canada & Mexico only)SUBCONTRACT RESEARCH GRANT$18,068WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$22,946WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$33,535WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$52,363WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$26,489WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$35,257WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$62,210WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$8,136WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$35,964WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$8,069WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$30,000WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$32,794WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$48,777CHECK/WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$24,471WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$296,299CHECK
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$45,645WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$6,000WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$69,471WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$28,685WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$46,055WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$55,000WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$52,419WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$34,376WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$87,614WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$146,774WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$5,333WIRE
Russia and Neighboring StatesSUBCONTRACT RESEARCH GRANT$38,220WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$35,000WIRE
FieldValueIRS element (for citing)
Total501c3 Org38Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (26 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FellowshipsCentral America and the Caribbean1$5,000CHECK
FellowshipsEast Asia and the Pacific2$6,900CHECK
FellowshipsEurope (Including Iceland and Greenland)2$32,800CHECK/ELECTRONIC FUNDS TRANSFER
FellowshipsSouth America1$3,500CHECK
FellowshipsSouth Asia1$8,655WIRE
FellowshipsSub-Saharan Africa10$46,100CHECK/ELECTRONIC FUNDS TRANSFER
International Program AdvancesSub-Saharan Africa8$766,566WIRE/ELECTRONIC FUNDS TRANSFER
ScholarshipsCentral America and the Caribbean1$18,605CHECK
ScholarshipsEast Asia and the Pacific30$152,994CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsEurope (Including Iceland and Greenland)44$544,951CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsMiddle East and North Africa4$45,223CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsNorth America (Canada & Mexico only)4$17,328CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsRussia and Neighboring States33$113,563CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsSouth America6$72,958CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsSouth Asia37$309,814CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsSub-Saharan Africa38$552,601CHECK/WIRE/ELECTRONIC FUNDS TRANSFER
Student PrizesEast Asia and the Pacific13$12,469CHECK
Student PrizesEurope (Including Iceland and Greenland)5$3,628CHECK
Student PrizesMiddle East and North Africa1$676CHECK
Student PrizesNorth America (Canada & Mexico only)2$1,320CHECK
Student PrizesSouth America1$676CHECK
Student PrizesSouth Asia2$5,959CHECK/ELECTRONIC FUNDS TRANSFER
Student PrizesSub-Saharan Africa1$815CHECK
Student StipendsEurope (Including Iceland and Greenland)1$1,000CHECK
Subcontract Research GrantEast Asia and the Pacific2$103,154WIRE
Subcontract Research GrantSub-Saharan Africa3$745,016WIRE
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
65 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52404TELEFUND VENDORfalse$715,984$534,418$181,566
MARTS & LUNDY INC
1200 WALL STREET WESTLYNDHURSTNJ07071STRATEGY CONSULTINGfalse$32,820-$32,820
FieldValueIRS element (for citing)
Total Gross Receipts$715,984TotalGrossReceiptsAmt
Total Retained By Contractors$567,238TotalRetainedByContractorsAmt
Total Net To Organization$148,746TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SMFA ART SALEEvent1Nm
Gross Receipts Event1$875,172GrossReceiptsEvent1Amt
Charitable Contri Event1$420,232CharitableContriEvent1Amt
Gross Revenue Event1$454,940GrossRevenueEvent1Amt
Rent Facility Costs Event1$139RentFacilityCostsEvent1Amt
Food And Beverage Event1$7,620FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$496,880OtherDirectExpensesEvent1Amt
Event2SMFA MEDAL AWARD GALAEvent2Nm
Gross Receipts Event2$197,100GrossReceiptsEvent2Amt
Charitable Contri Event2$169,760CharitableContriEvent2Amt
Gross Revenue Event2$27,340GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,352RentFacilityCostsEvent2Amt
Food And Beverage Event2$81,233FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$31,679OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$1,072,272GrossReceiptsTotalAmt
Charitable Contributions Tot$589,992CharitableContributionsTotAmt
Gross Revenue Total Events$482,280GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,491RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$88,853FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$528,559OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$618,903DirectExpenseSummaryEventsAmt
Net Income Summary-$136,623NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (127 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACDIVOCA
50 F Street NW Ste 1075WashingtonDC20001520811461501(C)(3)$76,953SUBCONTRACT GRANT AWARD
Arizona State Univ
PO Box 876011TempeAZ852876011860196696501(C)(3)$85,038SUBCONTRACT GRANT AWARD
Battelle Pacific Northwest Division
PO Box 84391SeattleWA981245691314379427501(C)(3)$58,991SUBCONTRACT GRANT AWARD
Beckman Research Institute City of Hope
1500 E Duarte RdDuarteCA91010953432210501(C)(3)$138,477SUBCONTRACT GRANT AWARD
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501(C)(3)$130,268SUBCONTRACT GRANT AWARD
Trustees of Boston College
140 Commonwealth AveChestnut HillMA02467042103545501(C)(3)$134,526SUBCONTRACT GRANT AWARD
Boston Medical Center
660 Harrison AveBostonMA02118043314093501(C)(3)$5,067SUBCONTRACT GRANT AWARD
Boston University
PO Box 28763New YorkNY100878763042103547501(C)(3)$127,174SUBCONTRACT GRANT AWARD
Brandeis University
PO Box 549110WalthamMA024549110042103552501(C)(3)$36,239SUBCONTRACT GRANT AWARD
Bridgewater State University
131 Summer StBridgewaterMA02325043010428501(C)(3)$11,700SUBCONTRACT GRANT AWARD
Brigham and Women's Hospital
PO Box 3887BostonMA02241042312909501(C)(3)$798,885SUBCONTRACT GRANT AWARD
Brown University
PO Box 1911ProvidenceRI02912050258809501(C)(3)$306,043SUBCONTRACT GRANT AWARD
California Inst of Technology
1200 E California BlvdPasadenaCA91125951643307501(C)(3)$5,150SUBCONTRACT GRANT AWARD
Case Western Reserve University
Nord Hall Ste 615 10900 Euclid AveClevelandOH441067037341018992501(C)(3)$32,416SUBCONTRACT GRANT AWARD
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501(C)(3)$173,847SUBCONTRACT GRANT AWARD
Chinese Progressive Association Inc
28 Ash StBostonMA021111517042631569501(C)(3)$41,329SUBCONTRACT GRANT AWARD
Cleveland Clinic FoundationThe
PO Box 931562ClevelandOH441935012340714585501(C)(3)$295,775SUBCONTRACT GRANT AWARD
College of William and Mary
PO Box 8795WilliamsburgVA231878795540734117501(C)(3)$21,595SUBCONTRACT GRANT AWARD
Columbia UniversityTrustees of
PO Box 29789New YorkNY10087135598093501(C)(3)$731,594SUBCONTRACT GRANT AWARD
ConvergeOne Systems Integration Inc
PO Box 4869HoustonTX77210331009098FOR PROFIT$274,623SUBCONTRACT GRANT AWARD
Cornell University
PO Box 22IthacaNY148510022150532082501(C)(3)$140,442SUBCONTRACT GRANT AWARD
Dairy Grazing Apprenticeship
522 4th StHudsonWI54016462694047501(C)(3)$5,333SUBCONTRACT GRANT AWARD
Dana Farber Cancer Institute
450 Brookline AveBostonMA02215042263040501(C)(3)$21,600SUBCONTRACT GRANT AWARD
Dartmouth College
11 Rope Ferry Rd 6210HanoverNH037551404020222111501(C)(3)$64,007SUBCONTRACT GRANT AWARD
Dimagi Inc
585 Massachusetts Ave Ste 4CambridgeMA02139830343298FOR PROFIT$140,021SUBCONTRACT GRANT AWARD
Duke University
PO Box 602651CharlotteNC28260560532129501(C)(3)$39,679SUBCONTRACT GRANT AWARD
East Carolina University
2200 S Charles BlvdGreenvilleNC278584353566000403501(C)(3)$109,876SUBCONTRACT GRANT AWARD
Fox Chase Cancer Center
333 Cottman AvePhiladelphiaPA19111232003072501(C)(3)$41,588SUBCONTRACT GRANT AWARD
Fuller Theological Seminary
180 N Oakland AvePasedenaCA91101951699394501(C)(3)$94,715SUBCONTRACT GRANT AWARD
Georgia Tech Research Corp
PO Box 100117AtlantaGA30384580603146501(C)(3)$223,848SUBCONTRACT GRANT AWARD
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$199,898SUBCONTRACT GRANT AWARD
Harvard University
PO Box 415649BostonMA02241042103580501(C)(3)$256,233SUBCONTRACT GRANT AWARD
Health Resources in Action
2 Boylston StBostonMA02116042229839501(C)(3)$35,623SUBCONTRACT GRANT AWARD
Heifer International
1 World AveLittle RockAR72202351019477501(C)(3)$71,906SUBCONTRACT GRANT AWARD
Helen Keller International Inc
352 Park Ave South Ste 1200New YorkNY10010135562162501(C)(3)$311,732SUBCONTRACT GRANT AWARD
Hutchinson Cancer Research CenterFred
PO Box 19024SeattleWA981091024237156071501(C)(3)$28,667SUBCONTRACT GRANT AWARD
Indiana University
PO Box 78000DetroitMI482780867356001673501(C)(3)$36,321SUBCONTRACT GRANT AWARD
International Food Policy Research Inst
2033 K Street NWWashingtonDC20006521041632501(C)(3)$379,217SUBCONTRACT GRANT AWARD
International Nutrition Foundation
711 Washington StreetBostonMA02111042761215501(C)(3)$95,282SUBCONTRACT GRANT AWARD
Jackson Lab
610 Main StBar HarborME04609010211513501(C)(3)$11,258SUBCONTRACT GRANT AWARD
Johns Hopkins University
12529 Collections Center DrChicagoIL60693520595110501(C)(3)$206,121SUBCONTRACT GRANT AWARD
KUMC Research Institute Inc
3901 Rainbow BlvdKansas CityKS66160481108830501(C)(3)$32,880SUBCONTRACT GRANT AWARD
Lahey Hospital & Medical Center
41 Mall RdBurlingtonMA01805042704686501(C)(3)$9,990SUBCONTRACT GRANT AWARD
Life Connection Center
192 Appleton StLowellMA01852471339554501(C)(3)$19,843SUBCONTRACT GRANT AWARD
LosAngeles Biomedical Research Institute
1124 W Carson St Bldg J-3TorranceCA90502952138184501(C)(3)$20,279SUBCONTRACT GRANT AWARD
Maine Medical Center
22 Bramhall StPortlandME04102010238552501(C)(3)$280,096SUBCONTRACT GRANT AWARD
Maine Organic Farmers & Gardeners Assoc
PO Box 170UnityME04988016048322501(C)(3)$6,465SUBCONTRACT GRANT AWARD
MarcelleGillian Michelle
3808 Legation StWashingtonDC20015219084571FOR PROFIT$10,536SUBCONTRACT GRANT AWARD
Mass Eye and Ear Infirmary
243 Charles StBostonMA02114042103591501(C)(3)$54,321SUBCONTRACT GRANT AWARD
Mass General Hospital
PO Box 3829BostonMA02241042697983501(C)(3)$364,371SUBCONTRACT GRANT AWARD
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501(C)(3)$356,807SUBCONTRACT GRANT AWARD
MDI Biological Laboratory
PO Box 35Salisbury CoveME04672010202467501(C)(3)$41,706SUBCONTRACT GRANT AWARD
Medical College of Wisconsin
8701 Watertown RdMilwaukeeWI53226390806261501(C)(3)$214,596SUBCONTRACT GRANT AWARD
Metropolitan Area Planning Council
60 Temple PlaceBostonMA02111042472296501(C)(3)$15,768SUBCONTRACT GRANT AWARD
Montana State University
PO Box 172470BozemanMT597172470816010045501(C)(3)$46,934SUBCONTRACT GRANT AWARD
National Opinion Research Center
55 E Monroe Ste 2000ChicagoIL60603362167808501(C)(3)$12,379SUBCONTRACT GRANT AWARD
New York Academy of Medicine
1216 Fifth AveNew yorkNY10029131656674501(C)(3)$19,191SUBCONTRACT GRANT AWARD
New York Medical College
40 Sunshine Cottage RdValhallaNY10595131099420501(C)(3)$123,198SUBCONTRACT GRANT AWARD
New York University
PO Box 415026BostonMA022415026135562308501(C)(3)$38,216SUBCONTRACT GRANT AWARD
Nobis Engineering Inc
18 Chenell DriveConcordNH03301020433409FOR PROFIT$93,705SUBCONTRACT GRANT AWARD
Northeastern University
360 Huntington AveBostonMA02115041679980501(C)(3)$405,636SUBCONTRACT GRANT AWARD
Northwestern University
633 Clark St Rm G-547EvanstonIL602081112362167817501(C)(3)$44,740SUBCONTRACT GRANT AWARD
Ohio State Univ Research Foundation
1960 Kenny RdColumbusOH432101063316401599501(C)(3)$30,026SUBCONTRACT GRANT AWARD
Oracle America Inc
PO Box 203448DallasTX753203448942805249FOR PROFIT$22,049SUBCONTRACT GRANT AWARD
Oregon Health & Sciences University
0690 SW Bancroft StPortlandOR97239237083114501(C)(3)$58,788SUBCONTRACT GRANT AWARD
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140936001786501(C)(3)$14,395SUBCONTRACT GRANT AWARD
Parlance Corp
400 W Cummings Pk Ste 200WoburnMA01801043334185FOR PROFIT$39,600SUBCONTRACT GRANT AWARD
Pennsylvania State UniversityThe
227 W Beaver Ave Suite 401State CollegePA168014819246000376501(C)(3)$20,120SUBCONTRACT GRANT AWARD
Pine Manor College
400 Heath StChestnut HillMA02467042321292501(C)(3)$13,851SUBCONTRACT GRANT AWARD
Princeton University
701 Carnegie Center Ste 443PrincetonNJ08540210634501501(C)(3)$88,713SUBCONTRACT GRANT AWARD
Purdue University
23510 Network PlChicagoIL60673356002041501(C)(3)$85,170SUBCONTRACT GRANT AWARD
Quivira Coalition
1413 Second St Ste 1Santa FeNM87505311551770501(C)(3)$7,480SUBCONTRACT GRANT AWARD
RAND Corporation
PO Box 2138Santa MonicaCA904072138951958142501(C)(3)$242,357SUBCONTRACT GRANT AWARD
Rensselaer Polytechnic Institute
110 8th StTroyNY121803500141340095501(C)(3)$368,254SUBCONTRACT GRANT AWARD
Rogue Farm Corps
PO Box 533AshlandOR97520030529330501(C)(3)$15,466SUBCONTRACT GRANT AWARD
Rowan University
201 Mullica Hill RdGlassboroNJ08028222764819501(C)(3)$22,971SUBCONTRACT GRANT AWARD
Rush University
1700 West Van Buren StChicagoIL606123833362174823501(C)(3)$393,900SUBCONTRACT GRANT AWARD
Save the Children
54 Wilton RdWestportCT06880060726487501(C)(3)$22,155SUBCONTRACT GRANT AWARD
Seven Hills Foundation
81 Hope AveWorcesterMA01603043293659501(C)(3)$12,475SUBCONTRACT GRANT AWARD
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501(C)(3)$43,600SUBCONTRACT GRANT AWARD
Stanford University
PO Box 44253San FranciscoCA941444253941156365501(C)(3)$78,482SUBCONTRACT GRANT AWARD
Syracuse University
119 Bowne HallSyracuseNY132441140150532081501(C)(3)$16,827SUBCONTRACT GRANT AWARD
Technical Education Research Center Inc
2067 Massachusetts AveCambridgeMA02140046134355501(C)(3)$77,803SUBCONTRACT GRANT AWARD
Texas A&M Health Science Center COM
400 Harvey Mitchell Pkwy S Ste 300College StationTX778454375311702109501(C)(3)$293,922SUBCONTRACT GRANT AWARD
Texas A&M University
400 Harvey Mitchell Pkwy S Ste 300College StationTX77845746000531501(C)(3)$24,777SUBCONTRACT GRANT AWARD
Think3d
3 Barrymore RoadHanoverNH03755461019559FOR PROFIT$71,937SUBCONTRACT GRANT AWARD
Translational Genomics Research Institut
445 North Fifth Street Ste 600PhoenixAZ85004753065445501(C)(3)$65,400SUBCONTRACT GRANT AWARD
Tufts Medical Center
750 Washington StBostonMA02111043400617501(C)(3)$4,256,110SUBCONTRACT GRANT AWARD
Tunxis Community College
271 Scott Swamp RdFarmingtonCT06032066268897501(C)(3)$125,187SUBCONTRACT GRANT AWARD
UMass Memorial Medical Center Inc
55 Lake Ave NorthWorcesterMA01655043358564501(C)(3)$77,270SUBCONTRACT GRANT AWARD
UMDC Diagnostic Clinic
PO Box 405803AtlantaGA30384592695890501(C)(3)$16,357SUBCONTRACT GRANT AWARD
Univ of Alabama at Birmingham
1720 Second Ave SBirminghamAL352940109636005396501(C)(3)$24,088SUBCONTRACT GRANT AWARD
Univ of California Davis
PO Box 989062West SacramentoCA957989062946036494501(C)(3)$274,036SUBCONTRACT GRANT AWARD
Univ of California Los Angeles
PO Box 957089Los AngelesCA900959000956006143501(C)(3)$35,856SUBCONTRACT GRANT AWARD
Univ of California San FranciscoRegents
1855 Folsom St Ste 425San FranciscoCA94143946036493501(C)(3)$7,334SUBCONTRACT GRANT AWARD
Univ of Kentucky Research Foundation
PO Box 931113ClevelandOH44193616033693501(C)(3)$22,531SUBCONTRACT GRANT AWARD
Univ of North Carolina at Chapel Hill
PO Box 402420AtlantaGA303842420566001393501(C)(3)$178,848SUBCONTRACT GRANT AWARD
Univ of Rhode Island Cooperative Extensi
70 Lower College Rd 3rd flKingstonRI028810811056000522501(C)(3)$13,211SUBCONTRACT GRANT AWARD
University of California Regents
SAASB Bldg Rm 1212Santa BarbaraCA931062003956006145501(C)(3)$89,952SUBCONTRACT GRANT AWARD
University of Connecticut
438 Whitney Rd Ext Unit 1133StorrsCT062691133060772160501(C)(3)$21,815SUBCONTRACT GRANT AWARD
University of Connecticut Health Center
263 Farmington Ave MC 5325FarmingtonCT06030521725543501(C)(3)$15,377SUBCONTRACT GRANT AWARD
University of Florida
PO Box 113001GainesvilleFL326113001596002052501(C)(3)$13,348SUBCONTRACT GRANT AWARD
University of Georgia
310 E Campus RoadAthensGA30602586001998501(C)(3)$257,354SUBCONTRACT GRANT AWARD
University of Illinois
PO Box 20787SpringfieldIL62708376000511501(C)(3)$181,794SUBCONTRACT GRANT AWARD
University of Massachusetts
100 Morrissey BlvdBostonMA02125043167352501(C)(3)$157,168SUBCONTRACT GRANT AWARD
University of Miami
PO Box 405803AtlantaGA303845803590624458501(C)(3)$6,824SUBCONTRACT GRANT AWARD
University of MichiganRegents of the
Box 223131PittsburghPA152512131386006309501(C)(3)$305,120SUBCONTRACT GRANT AWARD
University of Missouri
PO Box 806010Kansas CityMO64106436003859501(C)(3)$41,255SUBCONTRACT GRANT AWARD
University of Nebraska
6001 Dodge StreetOmahaNE681820003470049123501(C)(3)$8,238SUBCONTRACT GRANT AWARD
University of New Hampshire
51 College RdDurhamNH038243585026000937501(C)(3)$13,225SUBCONTRACT GRANT AWARD
University of Northern Iowa
Office of Business OperationsCedar FallsIA50614426004333501(C)(3)$36,756SUBCONTRACT GRANT AWARD
University of PennsylvaniaTrustees
PO Box 785541PhiladelphiaPA19178231352685501(C)(3)$111,824SUBCONTRACT GRANT AWARD
University of Pittsburgh
PO Box 371220PittsburghPA152517220250965591501(C)(3)$116,541SUBCONTRACT GRANT AWARD
University of Texas
PO Box 301418DallasTX753031418741761309501(C)(3)$218,441SUBCONTRACT GRANT AWARD
University of Utah
201 S Presidents Cir Rm 406Salt Lake CityUT841129020876000525501(C)(3)$13,080SUBCONTRACT GRANT AWARD
University of Vermont
217 Waterman Bldg 85 S Prospect StBurlingtonVT054050160030179440501(C)(3)$66,832SUBCONTRACT GRANT AWARD
University of Virginia
PO Box 400195CharlottesvilleVA229044195546001796501(C)(3)$18,572SUBCONTRACT GRANT AWARD
University of Washington
Box 354966SeattleWA981954966916001537501(C)(3)$134,691SUBCONTRACT GRANT AWARD
University of Wisconsin
Office For Res Sponsored ProgMilwaukeeWI532780538396006492501(C)(3)$224,193SUBCONTRACT GRANT AWARD
Virginia Commonwealth University
Box 843039RichmondVA232843039546001758501(C)(3)$35,510SUBCONTRACT GRANT AWARD
Virginia Polytechnic Inst & State Univ
300 Turner St Ste 4200BlacksburgVA24061546001805501(C)(3)$14,868SUBCONTRACT GRANT AWARD
Washington State University
PO Box 641025PullmanWA991641025916001108501(C)(3)$35,103SUBCONTRACT GRANT AWARD
Washington University
700 Rosedale AveSt LouisMO63112430653611501(C)(3)$532,714SUBCONTRACT GRANT AWARD
Weill Medical College of Cornell Univ
575 Lexington Ave 9th FlNew YorkNY10022131623978501(C)(3)$7,801SUBCONTRACT GRANT AWARD
Wellesley College
Green Hall 139 106 Central StWellesleyMA024818203042103637501(C)(3)$83,730SUBCONTRACT GRANT AWARD
Women & Infants Hospital of Rhode Island
350 Duncan DrProvidenceRI02906050258937501(C)(3)$45,650SUBCONTRACT GRANT AWARD
Woods Hole Research Center
149 Woods Hole RdFalmouthMA02540043005094501(C)(3)$69,491SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org119Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS5944$141,263,350
FELLOWSHIPS533$2,558,923
STUDENT PRIZES646$651,380
STUDENT STIPENDS472$734,226

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony P Monaco
Trustee & University President$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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 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 companionsTHE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 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 useAS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D).
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDES HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. IN ADDITION, THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $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 organizationTWO FULL-TIME FACULTY MEMBERS OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE PARTICIPATE IN a GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATES (TDA), WHERE they PRACTICE DENTISTRY. AS MEMBERs OF TDA, they have A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS, which is BASED ON NET COLLECTIONS FOR the PRACTICE.
Schedule J, Part I, Line 7 Non-fixed paymentsTWO 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 exceptionThe Provost is serving under his initial contract. ALL DEANS OF EACH SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MHEFA Series N
A04245601157586CV362008-03-27$140,600,000REFUND ISSUE DATED 08/05/2004 & 01/12/2006falsefalsefalse
MHEFA Series O
B04245601157586EBG52008-11-13$83,752,144CONSTRUCT & Equip FacilityYes (true)falsefalse
MHEFA Series M
C04245601157586ejt92009-06-11$66,548,467REFUND ISSUE DATED 04/01/1998falsefalsefalse
MHEFA SERIES G
D04245601157586EKD22009-07-01$27,900,000REFUND ISSUES DATED 6/14/1995 & 6/07/2001falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$2,200,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$18,210,000$63,110,000$83,830,604$0$0$0$731,604$0$0$83,099,000$0$0falsefalseYes (true)Yes (true)2010
C$2,680,000$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
D$3,600,000$27,900,000$27,900,000Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
C0.0
D0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE KMULTIPLE SCHEDULES ARE ATTACHED
Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT)RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM.
Schedule K, Part I, Column (c) CUSIP #MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP
Schedule K, Part II, Line 3 COLUMN BTHE 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 REFUNDINGSTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW
Schedule K, Part III Column ASERIES 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 & DBOTH 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA Series P
A04343181457583r7l32011-02-08$50,532,192REFUND ISSUE DATED 04/03/2001falsefalsefalse
MDFA SERIES Q
B04343181457583U4K12015-02-26$78,544,431REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITYfalsefalsefalse
MDFA SERIES (MASTER LEASE AGRMNT)
C0434318142015-03-17$28,000,000CONSTRUCT FACILITYfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRetiredRetiredAmt
A$50,532,192$532,192$50,000,000Yes (true)falseYes (true)Yes (true)
B$78,544,431$728,677$8,254,852falseYes (true)falseYes (true)$63,860,322$5,700,5802016
C$28,000,000$66,569falsefalsefalseYes (true)$27,933,4312016$3,268,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdEngage Bond Counsel ResearchEngageBondCounselResearchIndTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AYes (true)0.0
BYes (true)0.0falseYes (true)Yes (true)Yes (true)Yes (true)0.00.0falsefalseYes (true)
C0.0falseYes (true)falsefalse0.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BNY MELLON
AfalsefalseYes (true)falseYes (true)Yes (true)25.0falsefalsefalsefalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MORTON B ROSENBERG
SPOUSE OF FORMER KEY EMPLOYEE$52,522EMPLOYMENTfalse
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$605,127INVESTMENT MANAGEMENT SERVICESfalse
ZOIA MONACO
SPOUSE OF PRESIDENT$12,155EMPLOYMENTfalse
MARISA DOHERTY
SISTER-IN-LAW OF CURRENT TRUSTEE CHAIR$67,334EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$82,880NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,361NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,189NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution232ContributionCnt
Noncash Contributions Rpt F990$10,006,785NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$250NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$62,587NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$831,504NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (10 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT13$1,965,807Market value
Yes (X)GIFT CARDS11$615Market value
Yes (X)DINNER EVENTS AND MEETINGS13$54,243Market value
Yes (X)DONATED TRAVEL EXPENSES3$40,287Market value
Yes (X)CONTRIBUTION PORTION FROM THE SMFA ART SALE339$420,232Market value
Yes (X)MUSIC INSTRUMENT1$600Market value
Yes (X)PURCHASE CREDIT WITH IDEXX LABORATORIES1$89,081Market value
Yes (X)RENTAL EXPENSE REDUCTION1$3,811,912Market value
Yes (X)SOFTWARE1$25,485Market value
Yes (X)SPORTS/CONCERT TICKETS8$3,625Market value
FieldValueIRS element (for citing)
Form8283 Received15Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSTUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. 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 1Tufts 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 personsJOHN 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 bodyTHE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT 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 officialEXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM 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 employeesFOR 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 publicTRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU.
Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLESMICHAEL BAENEN - SERVES AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesConsolidated Entities Revenue - -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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$0$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$3,723,917$2,952,639TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA$7,031$0TRUSTEES OF TUFTS COLLEGE
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREETSOMERVILLEMA02144800754011HEALTH AND WELLNESS SERVICESMA$0$0TRUSTEES OF TUFTS COLLEGE
TAS Operations LLC
149 New Sweden RoadWoodstockCT06281042103634Veterinary ServicesCT$201,244$0Trustees of Tufts College

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
WALNUT HILL PROPERTIES CORP
47 WINTHROP STMEDFORDMA02155043419100REAL ESTATE MANAGEMENTMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SERVICESMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(c)(3)10TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(c)(9)TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS GLOBAL INC
169 HOLLAND STREETSOMERVILLEMA02144474543971FOREIGN OPERATIONS SUPPORT ORGANIZATIONMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
CIVIC EDUCATION FOUNDATION
169 HOLLAND ST ATTN TAX DEPTSOMVERVILLEMA02144RAISE CIVIC AWARENESSMA501(c)(3)10Trustees of Tufts CollegeYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC Corporation-$2,556$45,6421Yes (true)
PERPETUAL TRUSTS - (8)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE REMAINDER UNITRUSTS - (28)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
CHARITABLE LEAD TRUSTS - (5)
SUPPORTMATRUSTEES OF TUFTS COLLEGETrustfalse
TUFTS UNIVERSITY CHARITABLE TRUST
169 HOLLAND ST ATTN TAX DEPTSOMERVILLEMA02144516581922SUPPORTTRUSTEES OF TUFTS COLLEGETrust$45,972$150,6641.00Yes (true)HK
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
D$10,200,000FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$971,702FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$160,509FAIR MARKET VALUE
TUFTS GLOBAL INC
M$476,591FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$690,000FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,361,000FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
D$94,364FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
L$467,053FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
Q$276,709FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
S$328,465FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
L$797,000FAIR MARKET VALUE
TUFTS UNIVERSITY POST-RETIREMENT PLAN
R$224,643FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

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

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Trustees of Tufts College
169 Holland Street Attn Tax DeptSomervilleMA02144042103634Yes (X)$0$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 DEPTSOMERVILLEMA02144043828582$0$0$0$829,520$829,520$149,428$37,357$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON STREET BOX 821BOSTONMA02111237000827$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 ROADNORTH GRAFTONMA01536043430674$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 BRANCHMEDFORDMA02155043419100$0$0$0$2,892,380$2,892,380$294,619$73,655$0$0$0
TUFTS GLOBAL INC
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144474543971$0$0$0$501,235$501,235$100,185$25,046$0$0$0