WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-13
IRS object ID: 201911339349303986
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-13T12:04:29-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET 13TH FLOOR	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Worcester Polytechnic Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JEFFREY SOLOMON	InCareOfNm
Business Name Control	WORC	BusinessNameControlTxt
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY SOLOMON	PersonNm
Person Title	EXECUTIVE VP AND CFO	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2019-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Qi Wen Liang	PreparerPersonNm
PTIN	P01270238	PTIN
Phone	6177237900	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.220.136.124	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04586620191335000006	FederalOriginalSubmissionId
Federal Original Submission Id	2019-05-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7D14034AF515942D2ABE7F7E27EA16D2649DB046	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7D14034AF515942D2ABE7F7E27EA16D2649DB046	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Laurie Leshin	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$330,309,651	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wpi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	4177	TotalEmployeeCnt
Total Volunteers	824	TotalVolunteersCnt
Total Gross UBI	-$668,414	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$969,795	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,151,190	PYContributionsGrantsAmt
CY Contributions Grants	$15,469,079	CYContributionsGrantsAmt
PY Program Service Revenue	$300,944,995	PYProgramServiceRevenueAmt
CY Program Service Revenue	$311,143,399	CYProgramServiceRevenueAmt
PY Investment Income	$5,744,555	PYInvestmentIncomeAmt
CY Investment Income	$7,337,584	CYInvestmentIncomeAmt
PY Other Revenue	$55,591	PYOtherRevenueAmt
CY Other Revenue	-$5,337,527	CYOtherRevenueAmt
PY Total Revenue	$325,896,331	PYTotalRevenueAmt
CY Total Revenue	$328,612,535	CYTotalRevenueAmt
PY Grants And Similar Paid	$82,491,341	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$81,858,207	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$146,111,988	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$155,866,959	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$122,763	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$6,551,403	CYTotalFundraisingExpenseAmt
PY Other Expenses	$100,801,869	PYOtherExpensesAmt
CY Other Expenses	$103,091,368	CYOtherExpensesAmt
PY Total Expenses	$329,405,198	PYTotalExpensesAmt
CY Total Expenses	$340,939,297	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,508,867	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$12,326,762	CYRevenuesLessExpensesAmt
Total Assets BOY	$986,537,071	TotalAssetsBOYAmt
Total Assets EOY	$1,017,130,657	TotalAssetsEOYAmt
Total Liabilities BOY	$343,872,190	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$356,004,711	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$642,664,881	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$661,125,946	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$244,869,054	ExpenseAmt
Grant	$80,217,142	GrantAmt
Revenue	$283,003,337	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 4,700 UNDERGRADUATE AND 2,200 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,000 STUDENTS. DURING FISCAL YEAR 2018, THE UNIVERSITY AWARDED 980 BACHELOR, 765 MASTER AND 65 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$25,087,623	ExpenseAmt
Grant	$1,641,065	GrantAmt
Revenue	$22,388,055	RevenueAmt
Desc	AT THE UNIVERSITY, 118 FACULTY, 365 STUDENTS AND 44 POST DOC RESEARCHERS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,261,230	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$5,752,007	RevenueAmt
Desc	THE UNIVERSITY'S CORPORATE AND PROFESSIONAL EDUCATION DIVISION PROVIDES TAILOR-MADE PROGRAMS TO APPROXIMATELY 535 STUDENTS, MAINLY AT CORPORATE STUDENT SITES, USING INDUSTRY EXPERTS AND DEDICATED PROGRAM SUPPORT STAFF. THIS PRACTICAL APPROACH ADDS VALUE BY PROVIDING CLIENTS WITH KNOWLEDGE AND SKILLS THAT CAN BE DIRECTLY APPLIED TO THEIR REAL-WORLD JOB CHALLENGES. ADDITIONALLY DURING FISCAL YEAR 2018, APPROXIMATELY 642 INDIVIDUALS PARTICIPATED IN ONE OR MORE PROFESSIONAL WORKSHOPS OR SHORT COURSES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$274,217,907	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	7021	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4177	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JEFFREY SOLOMON	PersonNm
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Laurie Leshin
President	40.0	1.0	Yes (X)	Yes (X)	$876,508	$0	$292,929
John Mollen
Chairman	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Francesca Maltese
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
George Oliver
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joyce Kline
Vice Chairman & Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Andrew Aberdale
VICE CHAIRman & Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Joseph Adams
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Aspinwall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
James Baum
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Dolan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Henry Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
William Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Marni Hall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Steven Halstedt
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Hart
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Debora Jackson
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Stuart Kazin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Carl Kilmer
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
David Lapre
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Martin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Erica Mason
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Neil McDonough
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Linda McGoldrick
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Daniel Morgan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Karen Tegan Padir
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Mark Russell
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joan Bolduc Szkutak
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dorothea Wong
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Lorraine Bolsinger
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeremy Hitchcock
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	40.0	1.0		Yes (X)	$496,761	$0	$118,706
David Bunis
secretary & GENERAL COUNSEL	40.0	0.0		Yes (X)	$408,130	$0	$58,253
Patrick Hitchcockas of 0717
Assoc Treasurer & controller	40.0	1.0		Yes (X)	$60,170	$0	$280
KYLE SIEGEL as of 0917
ASSt. SECRETARY & exec. dir.	40.0	0.0		Yes (X)	$27,796	$0	$5,893
Bruce Bursten
Provost, SVP, Acad Affairs	40.0	0.0			$394,072	$0	$77,715	Yes (X)
Philip Clay
VP STUDENT AFFAIRS	40.0	0.0			$220,253	$0	$60,658	Yes (X)
Stephen Flavin
VP ACADEMIC & CORPORATE DEV	40.0	0.0			$466,972	$0	$163,264	Yes (X)
William McAvoy
VP UNIVERSITY ADVANCEMENT	40.0	0.0			$380,142	$0	$99,813	Yes (X)
Kristin Tichenor
SVP Enrollment Management	40.0	0.0			$407,185	$0	$169,496	Yes (X)
Amy Morton
VP and Chief of Staff	40.0	0.0			$203,888	$0	$40,818	Yes (X)
Michelle Jones-Johnson
VP for Talent Development/CDO	40.0	0.0			$242,439	$0	$49,531	Yes (X)
Michael Ginzberg
Dean Foisie Business School	40.0	0.0			$406,939	$0	$50,177		Yes (X)
Jamal Yagoobi
Dept. Head Mechanical Eng	40.0	0.0			$322,994	$0	$106,564		Yes (X)
Diran Apelian
Prof Mechanical Engineering	40.0	0.0			$371,576	$0	$56,076		Yes (X)
Winston Soboyejo
Dean of Engineering	40.0	0.0			$342,897	$0	$52,296		Yes (X)
Joseph Sarkis
Professor School of Business	40.0	0.0			$270,448	$0	$100,214		Yes (X)
Eric Overstrom thru 062017
Professor of Biology and Tech	40.0	0.0			$161,679	$0	$22,004			Yes (X)
Stephanie Pasha
former AVP & Chief of Staff	40.0	0.0			$134,232	$0	$24,868			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,195,081	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,549,555	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	301	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Shawmut Design Construction
560 Harrison Avenue	BOSTON	MA	02118	Construction	$18,757,012
Quality Contracting Inc
534 Cambridge Street	WORCESTER	MA	01610	Construction	$810,943
Workday Inc
6230 Stoneridge Mall Road	PLEASANTON	CA	94588	Subscriptions	$780,191
Builders Systems Inc
135 Southbridge Street	AUBURN	MA	01501	Construction	$751,279
Consigli Construction Company
72 Summer Street	MILFORD	MA	01757	Construction	$725,332

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	98	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,694,788	GovernmentGrantsAmt
All Other Contributions	$12,774,291	AllOtherContributionsAmt
Noncash Contributions	$2,763,678	NoncashContributionsAmt
Total Contributions	$15,469,079	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$251,342,947	$251,342,947
AUXILIARY OPERATIONS	611710	$29,611,328	$29,611,328
SPONSORED RESEARCH	611710	$22,388,055	$22,388,055
OTHER OPERATING SOURCES	611710	$4,835,564	$4,835,564
OTHER EDUCATIONAL OPERATIONS	611710	$2,965,505	$2,607,298	$358,207

Field	Value	IRS element (for citing)
Total Program Service Revenue	$311,143,399	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,326,249	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,026,621	UnrelatedBusinessRevenueAmt
Exclusion	$8,352,870	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,382	TotalRevenueColumnAmt
Exclusion	$32,382	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,697,199	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,685,864	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,335	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,335	TotalRevenueColumnAmt
Exclusion	$11,335	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$63,465	GamingGrossIncomeAmt
Gaming Direct Expenses	$11,252	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,213	TotalRevenueColumnAmt
Exclusion	$52,213	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
LOSS ON EXTINGUISHMENT OF DEBT	900099	-$4,184,316	-$4,184,316
LOSS ON INTEREST RATE AGREEMENTS	900099	-$1,237,806	-$1,237,806

Field	Value	IRS element (for citing)
Other Revenue Total	-$5,422,122	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$328,612,535	TotalRevenueColumnAmt
Related Or Exempt Func Income	$310,785,192	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$668,414	UnrelatedBusinessRevenueAmt
Exclusion	$3,026,678	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,563,872	TotalAmt
Program Services	$1,563,872	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$79,658,132	TotalAmt
Program Services	$79,658,132	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$636,203	TotalAmt
Program Services	$636,203	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,389,732	TotalAmt
Program Services	$1,033,613	ProgramServicesAmt
Management And General	$3,080,095	ManagementAndGeneralAmt
Fundraising	$1,276,024	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$117,710,169	TotalAmt
Program Services	$90,688,836	ProgramServicesAmt
Management And General	$23,736,582	ManagementAndGeneralAmt
Fundraising	$3,284,751	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,708,883	TotalAmt
Program Services	$7,280,523	ProgramServicesAmt
Management And General	$2,084,687	ManagementAndGeneralAmt
Fundraising	$343,673	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,613,749	TotalAmt
Program Services	$7,659,741	ProgramServicesAmt
Management And General	$7,695,836	ManagementAndGeneralAmt
Fundraising	$258,172	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,444,426	TotalAmt
Program Services	$5,582,446	ProgramServicesAmt
Management And General	$1,598,464	ManagementAndGeneralAmt
Fundraising	$263,516	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$991,410	TotalAmt
Program Services	$18,667	ProgramServicesAmt
Management And General	$972,743	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$231,100	TotalAmt
Management And General	$231,100	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$224,007	TotalAmt
Management And General	$224,007	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$122,763	TotalAmt
Fundraising	$122,763	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$631,000	TotalAmt
Management And General	$631,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,460,246	TotalAmt
Program Services	$9,323,221	ProgramServicesAmt
Management And General	$4,939,323	ManagementAndGeneralAmt
Fundraising	$197,702	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$963,926	TotalAmt
Program Services	$425,372	ProgramServicesAmt
Management And General	$530,005	ManagementAndGeneralAmt
Fundraising	$8,549	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,618,286	TotalAmt
Program Services	$1,860,409	ProgramServicesAmt
Management And General	$1,507,129	ManagementAndGeneralAmt
Fundraising	$250,748	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,249,265	TotalAmt
Program Services	$1,113,608	ProgramServicesAmt
Fundraising	$135,657	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,114,367	TotalAmt
Program Services	$11,609,603	ProgramServicesAmt
Management And General	$1,504,764	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,490,050	TotalAmt
Program Services	$3,483,031	ProgramServicesAmt
Management And General	$842,135	ManagementAndGeneralAmt
Fundraising	$164,884	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,938,919	TotalAmt
Program Services	$2,618,226	ProgramServicesAmt
Management And General	$1,180,906	ManagementAndGeneralAmt
Fundraising	$139,787	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,976,600	TotalAmt
Program Services	$8,618,811	ProgramServicesAmt
Management And General	$357,789	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$20,803,415	TotalAmt
Program Services	$18,655,960	ProgramServicesAmt
Management And General	$2,147,455	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$831,630	TotalAmt
Program Services	$723,778	ProgramServicesAmt
Management And General	$107,578	ManagementAndGeneralAmt
Fundraising	$274	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LAB EQUIPMENT/OTHER SUPPLIES	$11,598,786	$10,784,829	$775,430	$38,527
RESEARCH AND TRAINING	$8,092,276	$5,732,525	$2,359,751
REPAIRS AND MAINTENANCE	$3,635,730	$3,462,477	$172,769	$484
BOOKS AND PERIODICALS	$2,675,636	$16,180	$2,659,235	$221

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,564,719	TotalAmt
Program Services	$1,667,844	ProgramServicesAmt
Management And General	$831,204	ManagementAndGeneralAmt
Fundraising	$65,671	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$340,939,297	TotalAmt
Program Services	$274,217,907	ProgramServicesAmt
Management And General	$60,169,987	ManagementAndGeneralAmt
Fundraising	$6,551,403	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$77,305,795	BOYAmt
EOY	$65,569,817	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,798,975	BOYAmt
EOY	$11,768,589	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,910,679	BOYAmt
EOY	$3,817,122	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$19,672,711	BOYAmt
EOY	$18,431,892	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,765,137	BOYAmt
EOY	$7,513,863	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$606,198,229	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$258,546,099	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$319,848,309	BOYAmt
EOY	$347,652,130	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$267,349,272	BOYAmt
EOY	$247,264,373	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$259,364,153	BOYAmt
EOY	$296,441,273	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$19,522,040	BOYAmt
EOY	$18,671,598	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$986,537,071	BOYAmt
EOY	$1,017,130,657	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$23,812,406	BOYAmt
EOY	$31,837,029	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$7,903,973	BOYAmt
EOY	$13,052,597	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$212,996,076	BOYAmt
EOY	$215,082,689	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,771,661	BOYAmt
EOY	$4,035,278	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$62,661,841	BOYAmt
EOY	$61,978,901	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$32,726,233	BOYAmt
EOY	$30,018,217	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$343,872,190	BOYAmt
EOY	$356,004,711	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$297,405,375	BOYAmt
EOY	$307,007,805	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$128,679,186	BOYAmt
EOY	$134,606,544	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$216,580,320	BOYAmt
EOY	$219,511,597	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$642,664,881	BOYAmt
EOY	$661,125,946	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$986,537,071	BOYAmt
EOY	$1,017,130,657	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$12,326,762	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$28,174,020	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$2,613,807	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,592,750	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,452,693	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,384,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,151,190	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,469,079	CurrentTaxYearAmt
Total	$146,050,195	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,592,750	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,452,693	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,384,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,151,190	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,469,079	CurrentTaxYearAmt
Total	$146,050,195	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$35,084,049	SubstantialContributorsTotAmt
Public Support Total170	$110,966,146	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,825,468	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,905,749	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,275,634	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,305,111	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,358,631	CurrentTaxYearAmt
Total	$29,670,593	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,465	CurrentTaxYearAmt
Total	$63,465	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$175,784,253	TotalSupportAmt
Gross Receipts Rltd Activities	$1,438,330,189	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.63126	PublicSupportCY170Pct
Public Support PY170	0.64999	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$224,007	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$224,007	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$340,084,290	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$340,308,297	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$126,000	CurrentYearMinus3Amt
Current Year Minus2	$209,405	CurrentYearMinus2Amt
Current Year Minus1	$225,347	CurrentYearMinus1Amt
Current Year	$224,007	CurrentYearAmt
Total	$784,759	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-A, LINE 1B	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENDITURES ARE FOR THE PURPOSE OF IDENTIFYING FUNDING OPPORTUNITIES AT THE FEDERAL AND STATE LEVEL TO SUPPORT EDUCATIONAL AND RESEARCH PROGRAMS AND TO DEVELOP STRATEGIC RESEARCH PARTNERSHIPS WITH GOVERNMENT ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$484,527,764	BeginningYearBalanceAmt
Contributions	$6,005,130	ContributionsAmt
Investment Earnings Or Losses	$33,375,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,616,870	GrantsOrScholarshipsAmt
Other Expenditures	$14,020,584	OtherExpendituresAmt
End Year Balance	$500,270,617	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$453,173,354	BeginningYearBalanceAmt
Contributions	$6,870,914	ContributionsAmt
Investment Earnings Or Losses	$48,215,959	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,804,243	GrantsOrScholarshipsAmt
Other Expenditures	$13,928,220	OtherExpendituresAmt
End Year Balance	$484,527,764	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$419,308,857	BeginningYearBalanceAmt
Contributions	$54,754,960	ContributionsAmt
Investment Earnings Or Losses	-$111,677	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,317,938	GrantsOrScholarshipsAmt
Other Expenditures	$13,460,848	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$453,173,354	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$416,207,100	BeginningYearBalanceAmt
Contributions	$16,935,708	ContributionsAmt
Investment Earnings Or Losses	$5,211,050	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,495,947	GrantsOrScholarshipsAmt
Other Expenditures	$12,549,054	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$419,308,857	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$372,171,561	BeginningYearBalanceAmt
Contributions	$5,952,523	ContributionsAmt
Investment Earnings Or Losses	$56,534,087	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,028,961	GrantsOrScholarshipsAmt
Other Expenditures	$11,422,110	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$416,207,100	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.39100	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.39600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.21300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,880,920	OtherCostOrOtherBasisAmt
Book Value	$9,880,920	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$439,364,064	OtherCostOrOtherBasisAmt
Depreciation	$192,778,560	DepreciationAmt
Book Value	$246,585,504	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,038,507	OtherCostOrOtherBasisAmt
Depreciation	$6,552,196	DepreciationAmt
Book Value	$10,486,311	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$84,860,869	OtherCostOrOtherBasisAmt
Depreciation	$59,215,343	DepreciationAmt
Book Value	$25,645,526	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$55,053,869	OtherCostOrOtherBasisAmt
Book Value	$55,053,869	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$347,652,130	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$156,916,698	F
FIXED INCOME FUNDS	$51,556,748	F
PRIVATE EQUITY FUNDS	$44,233,230	F
REAL ESTATE	$43,516,357	F
FIXED INCOME SECURITIES	$218,240	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$296,441,273	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
REFUNDABLE GOVERNMENT LOAN FUNDS	$9,358,459
SPLIT INTEREST AGREEMENTS	$8,484,231
INTEREST RATE AGREEMENTS	$5,949,322
FUNDS HELD FOR OTHERS	$4,176,836
ASSET RETIREMENT OBLIGATIONS	$2,049,369

Field	Value	IRS element (for citing)
Total Liability	$30,018,217	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$279,183,220	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$28,174,020	NetUnrealizedGainsInvstAmt
Other Revenue	-$77,603,335	OtherRevenueAmt
Revenue Not Reported	-$49,429,315	RevenueNotReportedAmt
Revenue Subtotal	$328,612,535	RevenueSubtotalAmt
Total Revenue Per Form990	$328,612,535	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$260,722,155	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$260,722,155	ExpensesSubtotalAmt
Other Expenses Not Included	$80,217,142	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$80,217,142	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$340,939,297	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART III, LINE 4	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
SCHEDULE D, PART V, LINE 4	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.7% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2018.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONS, OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.
SCHEDULE D, PART XI, LINE 2D	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS $798,481 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -$517,850 NET UNREALIZED GAIN ON SWAPS $2,333,176 SCHOLARSHIPS -$80,217,142 _________________________________________________________________ TOTAL -$77,603,335 SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS $80,217,142

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONALLY AND MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A STATEMENT ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION ACT OF 1975. FURTHERMORE, THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE UNLAWFUL DISCRIMINATION OR HARASSMENT. UNLAWFUL DISCRIMINATION OR HARASSMENT CONSISTS OF TREATING A PERSON DIFFERENTLY IN ANY UNIVERSITY PROGRAM OR ACTIVITY BASED ON THEIR RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER PROTECTED STATUS. THIS INCLUDES, FOR EXAMPLE, THE DISPLAY OR CIRCULATION OF WRITTEN OR ELECTRONIC MATERIALS OR PICTURES DEGRADING TO EITHER GENDER OR TO RACIAL, ETHNIC, OR RELIGIOUS GROUPS; AND VERBAL ABUSE OR INSULTS DIRECTED AT OR MADE IN THE PRESENCE OF MEMBERS OF A RACIAL, ETHNIC, OR MINORITY GROUP. THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE ANY FORM OF RETALIATION AGAINST PERSONS WHO HAVE COMPLAINED ABOUT, OR PARTICIPATED IN AN INVESTIGATION OF A COMPLAINT ABOUT, UNLAWFUL DISCRIMINATION OR HARASSMENT.

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (19 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	1	Program Services	See Part V	$158,958
East Asia and the Pacific	5	6	Program Services	See Part V	$587,391
Europe (Including Iceland and Greenland)	1	2	Program Services	See Part V	$957,403
Middle East and North Africa	1	1	Program Services	See Part V	$127,725
Russia and the Newly Independent States	1	1	Program Services	See Part V	$13,391
South America		2	Program Services	See Part V	$172,674
South Asia			Program Services	See Part V	$36,896
Sub-Saharan Africa			Program Services	See Part V	$141,995
Central America and the Caribbean			Investments		$65,400,000
Europe (Including Iceland and Greenland)			Investments		$2,800,000
North America			Grantmaking		$77,193
Europe (Including Iceland and Greenland)			Grantmaking		$190,420
East Asia and the Pacific			Grantmaking		$170,140
Sub-Saharan Africa			Grantmaking		$61,350
Central America and the Caribbean			Grantmaking		$31,250
Russia and the Newly Independent States			Grantmaking		$30,520
South America			Grantmaking		$27,620
Middle East and North Africa			Grantmaking		$26,380
South Asia			Grantmaking		$21,330

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Subtotal Employees	13	SubtotalEmployeesCnt
Total Office	9	TotalOfficeCnt
Total Employee	13	TotalEmployeeCnt
Subtotal Spent	$70,984,926	SubtotalSpentAmt
Continuation Spent	$47,710	ContinuationSpentAmt
Total Spent	$71,032,636	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	North America	RegionTxt
Purpose Of Grant	Research	PurposeOfGrantTxt
Cash Grant	$77,193	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Scholarship	Europe (Including Iceland and Greenland)	75	$190,420	Credited
Scholarship	East Asia and the Pacific	56	$170,140	Credited
Scholarship	Sub-Saharan Africa	29	$61,350	Credited
Scholarship	Central America and the Caribbean	7	$31,250	Credited
Scholarship	Russia and the Newly Independent States	7	$30,520	Credited
Scholarship	South America	8	$27,620	Credited
Scholarship	Middle East and North Africa	8	$26,380	Credited
Scholarship	South Asia	13	$21,330	Credited

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE A FINANCIAL AID APPLICATION AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT A-133 AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.
SCHEDULE F, PART I, LINE 3	EUROPE (INCLUDING ICELAND AND GREENLAND) STUDENT PROJECTS IN ALBANIA, DENMARK, ENGLAND, FRANCE, GERMANY, GREECE, SWITZERLAND, AND ITALY FOCUS ON ENVIRONMENTAL, SOCIOECONOMIC, ARTISTIC, CULTURAL AND TECHNICAL CONCERNS SPECIFIC TO THE REGION. EAST ASIA AND THE PACIFIC STUDENT PROJECTS IN AUSTRALIA, CHINA, JAPAN, NEW ZEALAND AND THAILAND INVOLVE ADDRESSING PROBLEMS IMPORTANT TO THE LOCAL COMMUNITIES, INCLUDING SUSTAINABLE DEVELOPMENT, HEALTH AND HUMAN SERVICES AND ENVIRONMENTAL ISSUES. SUB-SAHARAN AFRICA STUDENT PROJECTS IN SOUTH AFRICA AND NAMIBIA FOCUS ON SUSTAINABLE DEVELOPMENT AND PUBLIC HEALTH. CENTRAL AMERICA AND THE CARIBBEAN STUDENT PROJECTS IN COSTA RICA AND PANAMA FOCUS ON ENVIRONMENTAL, SOCIOECONOMIC, CULTURAL AND TECHNICAL CONCERNS SPECIFIC TO THE REGION. MIDDLE EAST AND NORTH AFRICA STUDENT PROJECTS IN MOROCCO INVOLVE THE STUDY OF ISLAMIC HISTORY AND CULTURAL AND SOCIETAL ISSUES. STUDENT PROJECTS IN ISRAEL FOCUS ON TECHNOLOGICAL AND ENVIRONMENTAL ISSUES. STUDENT PROJECTS IN ARMENIA FOCUS ON TOURISM, CULTURAL ISSUES, AND PUBLIC POLICY. SOUTH AMERICA STUDENT PROJECTS IN PARAGUAY FOCUS ON POVERTY ELIMINATION EFFORTS. STUDENT PROJECTS IN ECUADOR FOCUS ON TRANSPORTATION, CULTURAL, SOCIOECONOMIC AND ENVIRONMENTAL ISSUES. RUSSIA AND NEIGHBORING STATES STUDENT PROJECTS IN RUSSIA HELP ADDRESS LOCAL PROBLEMS BY WORKING ON A VARIETY OF TECHNOLOGICAL, HUMAN RESOURCES, CULTURAL AND ENVIRONMENTAL PROJECTS. SOUTH ASIA STUDENT PROJECTS IN MANDI, INDIA INCLUDE COLLABORATIVE PROJECTS WITH THE INDIAN INSTITUTE OF TECHNOLOGY, A LEADER IN SCIENCE AND TECHNOLOGY EDUCATION, KNOWLEDGE, CREATION, AND INNOVATION FOR A SUSTAINABLE SOCIETY. OTHER PROJECTS INCLUDE ENGAGING COMMUNITY AGENCIES, LOCAL GOVERNMENTAL AGENCIES, AND NON-GOVERNMENTAL ORGANIZATIONS ON ISSUES PRIMARILY OF SUSTAINABILITY.
SCHEDULE F, PART III	SCHOLARSHIPS TO PARTICIPATE IN STUDENT PROJECTS OUTSIDE OF THE UNITED STATES ARE CREDITED TO THE STUDENTS' ACCOUNTS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	Community Counseling Svcs	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 824885	AddressLine1Txt
City	Philadelphia	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19182	ZIPCd

Field	Value	IRS element (for citing)
Activity	Campaign	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$122,763	RetainedByContractorAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$122,763	TotalRetainedByContractorsAmt
Licensed States	MA	LicensedStatesCd

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$63,465	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$8,000	CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$3,252	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	Yes (true)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	1.00000	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$63,465	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$8,000	CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$3,252	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$11,252	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$52,213	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	MA	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	1.00000	GamingOwnFacilityPct
Individual With Books	Wendy Walsh Assistant Athletic Dir	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	Wendy Walsh	GamingManagerPersonNm
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	responsible for overseeing raffle	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART III, LINE 16	FormAndLineReferenceDesc
Explanation	WPI held raffles associated with athletic events during the year. The Assistant Athletic Director in charge of overseeing the raffles and collecting money is not compensated separately for that job responsibility; she undertakes this role as part of her ordinary job.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
A123 Systems LLC
39000 Seven Mile Road	Livonia	MI	48152	611247430	$29,177	$0	Research
Acoustic MedSystems Inc
208 Burwash Ave	Savoy	IL	61874	371365835	$135,860	$0	Research
Albany Medical Center
47 New Scotland Avenue	Albany	NY	12208	141338310	$41,568	$0	Research	501(c)(3)
Battery Resources
54 Rockdale Street	Worcester	MA	01606	822222893	$9,348	$0	Research
College of the Holy Cross
1 College Street	Worcester	MA	01610	042103558	$10,717	$0	Research	501(c)(3)
Curators of the University of Missouri
118 University Hall	Columbia	MO	65211	436003859	$58,980	$0	Research	501(c)(3)
Data Driven Instruction LLC
10 Edgewood Drive	Hudson	MA	01749	454894325	$14,300	$0	Research
Pennsylvania State University
408 Old Main	Univeristy Park	PA	16802	246000376	$92,992	$0	Research	Gov't
Teaching with Data LLC
20 Hapgood Way	Shrewsbury	MA	01545	463518829	$77,044	$0	Research
Umass Donahue Institute
100 Venture Way	Hadley	MA	01035	043167352	$12,623	$0	Research	Gov't
University of Conn Health Center
263 Farmington Ave	Farmington	CT	06032	621722543	$136,934	$0	Research	Gov't
University of Mass Medical School
55 Lake Ave North	Worcester	MA	01655	043167352	$138,889	$0	Research	Gov't
University of Massachusetts Amherst
100 Venture Way	Hadley	MA	01035	043167352	$577,568	$0	Research	Gov't
Western Washington University
516 High Street	Bellingham	WA	98228	916000562	$34,103	$0	Research	501(C)(3)
Regents of the Univ of Calif Irvine
141 Innovation Suite 250	Irvine	CA	92697	952226406	$61,707	$0	Research	501(c)(3)
California Baptist University
8432 Magnolia Avenue	Riverside	CA	92504	951890710	$17,046	$0	Research	501(c)(3)
Dartmouth College
11 Rope Ferry Road 6210	Hanover	NH	03755	020222111	$28,426	$0	Research	501(c)(3)
Simbex
10 Water Street Suite 410	Lebanon	NH	03766	582551796	$25,038	$0	Research
Indiana University
980 Indiana Univ	Indianapolis	IN	46202	356001673	$12,762	$0	Research	Gov't
Framingham State University
100 State Street	Framingham	MA	01701	046002284	$10,488	$0	Other	Gov't
NJ CENTER FOR TEACHING & LEARNING
115 Franklin Turnpike 203	Mahwah	NJ	07430	770667571	$36,409	$0	Research	501(c)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	15	Total501c3OrgCnt
Total Other Org	6	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	4974	RecipientCnt
Cash Grant	$79,658,132	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH BOTH ITS OFFICE OF SPONSORED PROGRAMS (OSP) AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND CERTAIN POST-AWARD ACTIVITIES, SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, ANIMAL RESEARCH GUIDELINES AND EXPORT RESTRICTIONS, AMONG OTHERS. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS AND PREPARATION AND SUBMISSION OF FEDERAL AGENCY REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE CSS PROFILE AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT A-133 AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Laurie Leshin
President	$732,068	$0	$143,750	$0	$690	$0	$164,500	$0	$128,429	$0	$1,169,437	$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	$423,361	$0	$72,710	$0	$690	$0	$93,610	$0	$25,096	$0	$615,467	$0	$59,730	$0
Stephanie Pasha
former AVP & Chief of Staff	$133,828	$0	$0	$0	$404	$0	$15,088	$0	$9,780	$0	$159,100	$0	$0	$0
David Bunis
secretary & GENERAL COUNSEL	$391,947	$0	$15,000	$0	$1,183	$0	$53,040	$0	$5,213	$0	$466,383	$0	$0	$0
Bruce Bursten
Provost, SVP, Acad Affairs	$392,092	$0	$0	$0	$1,980	$0	$68,800	$0	$8,915	$0	$471,787	$0	$0	$0
Philip Clay
VP STUDENT AFFAIRS	$218,963	$0	$0	$0	$1,290	$0	$51,615	$0	$9,043	$0	$280,911	$0	$0	$0
Stephen Flavin
VP ACADEMIC & CORPORATE DEV	$379,105	$0	$87,177	$0	$690	$0	$91,180	$0	$72,084	$0	$630,236	$0	$61,250	$0
William McAvoy
VP UNIVERSITY ADVANCEMENT	$329,605	$0	$48,557	$0	$1,980	$0	$77,217	$0	$22,596	$0	$479,955	$0	$43,249	$0
Kristin Tichenor
SVP Enrollment Management	$345,277	$0	$61,218	$0	$690	$0	$51,440	$0	$118,056	$0	$576,681	$0	$51,145	$0
Amy Morton
VP and Chief of Staff	$203,438	$0	$0	$0	$450	$0	$22,891	$0	$17,927	$0	$244,706	$0	$0	$0
Michelle Jones-Johnson
VP for Talent Development/CDO	$241,749	$0	$0	$0	$690	$0	$35,688	$0	$13,843	$0	$291,970	$0	$0	$0
Michael Ginzberg
Dean Foisie Business School	$400,759	$0	$0	$0	$6,180	$0	$29,700	$0	$20,477	$0	$457,116	$0	$0	$0
Jamal Yagoobi
Dept. Head Mechanical Eng	$321,014	$0	$0	$0	$1,980	$0	$29,700	$0	$76,864	$0	$429,558	$0	$0	$0
Diran Apelian
Prof Mechanical Engineering	$365,396	$0	$0	$0	$6,180	$0	$29,700	$0	$26,376	$0	$427,652	$0	$0	$0
Winston Soboyejo
Dean of Engineering	$342,207	$0	$0	$0	$690	$0	$29,700	$0	$22,596	$0	$395,193	$0	$0	$0
Joseph Sarkis
Professor School of Business	$269,758	$0	$0	$0	$690	$0	$26,653	$0	$73,561	$0	$370,662	$0	$0	$0
Eric Overstrom thru 062017
Professor of Biology and Tech	$101,540	$0	$58,539	$0	$1,600	$0	$11,000	$0	$11,004	$0	$183,683	$0	$47,950	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: (A) LAURIE LESHIN: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. COMPANION TRAVEL IS ALLOWED FOR BONA FIDE BUSINESS PURPOSES INCLUDING DEVELOPMENT EVENTS OR UNIVERSITY RELATED ACTIVITIES. THE UNIVERSITY PROVIDES HOUSING ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS.
SCHEDULE J, PART I, LINE 4	LINE 4A - THE PRESIDENT'S EMPLOYMENT CONTRACT INCLUDES A SEVERANCE PROVISION THAT PROVIDES TWELVE MONTHS OF BASE SALARY, PLUS A PRORATED PERFORMANCE INCENTIVE, SUBJECT TO THE RECOMMENDATION OF THE LEADERSHIP DEVELOPMENT AND EXECUTIVE COMPENSATION COMMITTEE, FOR THE YEAR IN WHICH TERMINATION OCCURS. LINE 4B - THE FOLLOWING EXCESS RETIREMENT CONTRIBUTIONS (REPORTED IN SCHEDULE J, PART II, COLUMN (C) WERE EARNED IN CALENDAR YEAR 2017 AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL 6/30/20: (A) JEFFREY SOLOMON: $17,380; (B) STEPHEN FLAVIN: $12,980; (C) KRISTIN TICHENOR: $8,250; (D) WILLIAM MCAVOY: $6,930; (E) BRUCE BURSTEN: $10,725; (F) LAURIE LESHIN $47,300; AND (G) DAVID BUNiS: $13,640.
SCHEDULE J, PART I, LINE 7	THE LEADERSHIP DEVELOPMENT AND EXECUTIVE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE "LONG TERM INCENTIVE PLAN". EACH YEAR, THE PRESIDENT AND VICE PRESIDENTS MAY EARN UP TO 12.5% OF SALARY AND EXCESS RETIREMENT CONTRIBUTIONS, SUBJECT TO A THREE YEAR RISK OF FORFEITURE. THESE AMOUNTS ARE ALL NON-FIXED PAYMENTS. INCENTIVES EARNED DURING CALENDAR YEAR 2017 ARE INCLUDED IN DEFERRED COMPENSATION AS FOLLOWS: (A) JEFFREY SOLOMON: $47,080; (B) STEPHEN FLAVIN: 48,500; (C) KRISTIN TICHENOR: $17,250; (D) WILLIAM MCAVOY: $41,625; (E) BRUCE BURSTEN: $29,400; (F) PHILIP CLAY: $27,250; (G) LAURIE LESHIN: $87,500; (H) MICHELLE JONES-JOHNSON: $24,000; AND (I) DAVID BUNIS: $39,400. ANY ADDITIONAL AMOUNTS FOR EXCESS RETIREMENT CONTRIBUTIONS ARE DISCLOSED ON SCHEDULE J, PART I, LINE 4B.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57583RTX3	2008-04-09	$48,995,000	Refunding of series 2003&2005	false	false	false
Massachusetts Development Finance Agency
B	043431814	57583UST6	2012-10-30	$43,369,451	const. of dorm/other renovations	false	false	false
Massachusetts Development Finance Agency
C	043431814		2014-08-28	$4,622,000	RENOVATIONS OF EXISTING FACILITIES	false	false	false
massachusetts development finance agency
D	043431814	57584XPK1	2016-06-21	$49,030,491	REFUNDING OF SERIES 2007 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$6,475,000	$0	$48,995,000	$0	$0	$0	$325,962	$19,038	$0	$0	$48,650,000	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$43,372,717	$0	$1,360,189	$0	$530,536	$0	$0	$41,481,992	$0	$0	2015	false	false	Yes (true)	Yes (true)
C	$559,000	$0	$4,622,000	$0	$0	$0	$61,330	$0	$0	$4,560,670	$0	$0	2017	false	false	Yes (true)	Yes (true)
D	$0	$0	$49,030,491	$0	$0	$0	$471,314	$0	$0	$0	$48,559,177	$0	2017	false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Total Private Business UseTotalPrivateBusinessUsePct
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0	false	false	false	Yes (true)
B	false	false	false		false		0	false	false	false	Yes (true)
C	false	false	false		false		0	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	false		0.01490	false	false	false	Yes (true)	0.01490

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Deutsche & Barclays
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	20.	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false				false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	false				false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	false				false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F	Bond Issue A (Series 2008A) was used to refund Series 2003 and 2005 which were issued July 20, 2003 and August 3, 2005, respectively. Bond Issue D (Series 2016) was used to refund Series 2007 which was issued June 28, 2007. Bond Issue A (Series 2017A) was used to refund a portion of Series 2007, which was issued June 28, 2007, that was allocated to refund Series 1997-I, which was issued on March 20, 1997. Bond Issue D (Series 2017B) was used to refund Series 2010 which was issued January 27, 2010.
SCHEDULE K, PART II, LINE 3	FOR BOND ISSUE b (SERIES 2012), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $3,267.
SCHEDULE K, PART II, LINE 11	FOR BOND ISSUE A (SERIES 2008), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. FOR BOND ISSUE d (SERIES 2016), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. FOR BOND ISSUE A (SERIES 2017A), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. FOR BOND ISSUE b (SERIES 2017B), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
SCHEDULE K, PART III	THE SERIES 2017A ISSUE REFUNDED THE PORTION OF THE SERIES 2007 ISSUE ALLOCATED TO REFUNDING THE 1997I ISSUE, ORIGINALLY ISSUED ON MARCH 20, 1997. SINCE THIS IS THE ONLY PURPOSE OF SERIES 2017A, THIS ISSUE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K. SCHEDULE K, PART IV, LINE 2C FOR BOND ISSUE B (SERIES 2012), A REBATE CALCULATION WAS PERFORMED ON

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
Massachusetts Development Finance Agency
A	043431814	2017-10-03	$16,911,534	Refunding of Series 2007	false	false	false
Massachusetts Development Finance Agency
B	043431814	2017-12-28	$61,875,371	Refunding of Series 2010	false	false	false	57584YAP4

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$16,911,534	$0	$0	$0	$288,239	$0	$0	$0	$16,623,294	$0	2017	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$61,875,371	$0	$0	$60,557,635	$546,236	$0	$0	$0	$771,500	$0	2017	false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Private Bus Use By OthersPrivateBusUseByOthersPct	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0
B	0	false	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
NA
N/A	$16,000	Scholarship	merit
NA
N/A	$10,500	Scholarship	merit
NA
N/A	$6,000	Scholarship	merit

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART III, LINE 1	FormAndLineReferenceDesc
Explanation	THE COLLEGE GRANTED MERIT SCHOLARSHIPS TO Three STUDENTS WHO ARE THE CHILDREN OF CURRENT BOARD TRUSTEES. THE COLLEGE ENSURED THE GRANTS WERE AWARDED BASED ON MERIT TO THE ELIGIBLE STUDENTS, WHO MET THE REQUIRED ACADEMIC STANDING. THE TRUSTEE DOES NOT HAVE ANY INFLUENCE IN THE DECISION MAKING PROCESS FOR AWARDING SCHOLARSHIPS.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	58	ContributionCnt
Noncash Contributions Rpt F990	$1,686,870	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$533,749	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Lab Supplies	24	$441,828	Fair Market Value
Yes (X)	Lab Equipment	5	$92,856	Fair Market Value
Yes (X)	grand piano	1	$7,500	Fair Market Value
Yes (X)	wireless radio and parts	1	$875	fair market value

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I	FormAndLineReferenceDesc
Explanation	The number of contributions is disclosed in Column B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 20	the university is filing form 990 based on its consolidated financial statement numbers. University feels this is more transparent to the public and gives more accurate information on its operations as opposed to carving out its subsidiary information. While included on this 990, the activity of WASHBURN PARK INC., A SEPARATE 501(C)(3) ORGANIZATION WHICH ALSO FILED FORM 990 FOR THE YEAR ENDED JUNE 30, 2018. FOR THE FISCAL YEAR ENDED JUNE 30, 2018, WASHBURN PARK INC HAD NET ASSETS OF $32,564,237; REVENUE OF $878,878; AND EXPENSES OF $2,437,133.
FORM 990, PART III, LINE 1 (CONTINUED)	THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML) FORM 990, PART V, LINE 1A: THE 7,021 REPORTED ON THIS LINE includes THE FOLLOWING: 1098-T'S: 6,330 1099 MISC: 686 1099-K's: 5
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES (AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT THEY: (A) HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) HAVE READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY WITH THE POLICY AND; (D) UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE ASKED TO OUTLINE IN A SEPARATE LETTER ANY POTENTIAL CONFLICTS OF INTEREST AND ANY SIGNIFICANT FINANCIAL INTEREST WITH THE UNIVERSITY OR ANY UNIVERSITY-RELATED ENTITY. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE UNIVERSITY COMPLIANCE OFFICER, WHO REVIEWS THEM, CONSOLIDATES THE COMMENTS AND PRESENTS A REPORT TO THE AUDIT COMMITTEE. UPON RECEIPT OF THE COMPLIANCE OFFICER'S REPORT, THE AUDIT COMMITTEE REVIEWS THE FINDINGS AND TAKES ANY NECESSARY AND APPROPRIATE ACTION. THE AUDIT COMMITTEE THEN REPORTS TO THE BOARD OF TRUSTEES ON THE FINDINGS AND ANY ACTIONS TAKEN BY THE COMMITTEE. ANY TRUSTEE WITH A CONFLICT OF INTEREST RECUSES HIMSELF OR HERSELF FROM ANY BOARD OR COMMITTEE DECISIONS RELATED TO THAT CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE CONSIDERS COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU).
FORM 990, PART XI, LINE 9	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS $798,481 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -$517,850 NET UNREALIZED GAIN ON SWAPS $2,333,176 _________________________________________________________________ TOTAL $2,613,807

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Gateway Park LLC
100 Institute Road	Worcester	MA	01609	043494779	Real Est. Dev	MA	$611,693	$8,590,000	WPI
Lancaster Island LLC
100 Institute Road	Worcester	MA	01609	001108846	Real Est. Dev	MA	$0	$0	Washburn Par
SAGAMORE GROVE LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	001283201	REAL ESTATE	MA	$0	$2,731,965	WASHBURN PAR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Washburn Park Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
EIN	271189816	EIN
Primary Activities	Infrastructur	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(c)(3)	ExemptCodeSectionTxt
Public Charity Status	Line 10	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WPI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trusts (29)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE TRUSTS	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Washburn Park Inc
D	$9,708,935	Cost
Washburn Park Inc
r	$2,763,229	cost
Washburn Park Inc
K	$450,636	FMV