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TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-09
IRS object ID
201831299349302488
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T15:01:38-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas S McGurtyPersonNm
Person TitleVP FINANCE & TREASURERPersonTitleTxt
Signature2018-05-09SignatureDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Tufts UniversityBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Anthony P MonacoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland Street Attn Tax DeptAddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,062,724,601GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee12311TotalEmployeeCnt
Total Gross UBI$2,332,283TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$697,033NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$260,031,001PYContributionsGrantsAmt
CY Contributions Grants$301,997,211CYContributionsGrantsAmt
PY Program Service Revenue$655,896,890PYProgramServiceRevenueAmt
CY Program Service Revenue$692,935,852CYProgramServiceRevenueAmt
PY Investment Income$19,009,433PYInvestmentIncomeAmt
CY Investment Income$39,253,256CYInvestmentIncomeAmt
PY Other Revenue$1,924,589PYOtherRevenueAmt
CY Other Revenue$1,905,201CYOtherRevenueAmt
PY Total Revenue$936,861,913PYTotalRevenueAmt
CY Total Revenue$1,036,091,520CYTotalRevenueAmt
PY Grants And Similar Paid$155,103,727PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$163,645,547CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$498,199,268PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$539,699,016CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,247,047PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,856,199CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,393,615CYTotalFundraisingExpenseAmt
PY Other Expenses$302,543,044PYOtherExpensesAmt
CY Other Expenses$305,158,288CYOtherExpensesAmt
PY Total Expenses$957,093,086PYTotalExpensesAmt
CY Total Expenses$1,010,359,050CYTotalExpensesAmt
PY Revenues Less Expenses-$20,231,173PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,732,470CYRevenuesLessExpensesAmt
Total Assets BOY$3,147,235,018TotalAssetsBOYAmt
Total Assets EOY$3,483,123,623TotalAssetsEOYAmt
Total Liabilities BOY$1,005,352,501TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,074,174,204TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,141,882,517NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,408,949,419NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$500,218,671ExpenseAmt
Grant$142,095,915GrantAmt
Revenue$525,686,795RevenueAmt
DescINSTRUCTION - DURING THE 2016-2017 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,361 UNDERGRADUATE, 1,398 GRADUATE, 525 PROFESSIONAL AND 194 CERTIFICATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$305,431,368ExpenseAmt
Grant$21,549,632GrantAmt
Revenue$102,027,095RevenueAmt
DescRESEARCH -THERE WERE 1,266 GOVERNMENT AND 550 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2017. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$63,155,144ExpenseAmt
Revenue$62,242,474RevenueAmt
DescAUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2017 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,525 STUDENTS. APPROXIMATELY 4,296 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$868,805,183TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2584IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12311EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCIForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryKEForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Anthony P Monaco
Trustee & University President60.01.0Yes (X)Yes (X)$981,189$0$145,059
William R O'Reilly Jr
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jeannie H Diefenderfer
Trustee - End Date 11/5/16, Trustee - Vice Chair - Start Date 11/5/163.00Yes (X)Yes (X)$0$0$0
Peter R Dolan
Trustee - Vice Chair & Chair Designate3.00Yes (X)Yes (X)$0$0$0
Thomas M Alperin
Charter Trustee3.00Yes (X)$0$0$0
Dina A Al-Tayeb
Trustee - Start Date 11/5/163.00Yes (X)$0$0$0
John J Bello
Trustee3.00Yes (X)$0$0$0
Robert R Bendetson
Trustee3.00Yes (X)$0$0$0
Betsy Busch
Trustee3.00Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.00Yes (X)$0$0$0
John H deJong
Trustee3.00Yes (X)$0$0$0
Daniel J Doherty III
Trustee3.00Yes (X)$0$0$0
E Michael Fung
Trustee3.00Yes (X)$0$0$0
Laurie A Gabriel
Trustee3.00Yes (X)$0$0$0
Steven M Galbraith
Trustee3.00Yes (X)$0$0$0
Steven A Goldstein
Trustee3.00Yes (X)$0$0$0
Michael S Gordon
Trustee3.00Yes (X)$0$0$0
Bruce D Grossman
Trustee3.00Yes (X)$0$0$0
Diane S Hessan
Trustee3.00Yes (X)$0$0$0
Varney J Hintlian
Trustee3.00Yes (X)$0$0$0
Deborah R Jospin
Trustee3.00Yes (X)$0$0$0
Peter H Kamin
Trustee3.00Yes (X)$0$0$0
Steven E Karol
Trustee3.00Yes (X)$0$0$0
Michael A Karsch
Trustee - Start Date 11/5/163.00Yes (X)$0$0$0
Brian H Kavoogian
Trustee3.00Yes (X)$0$0$0
Jeffrey B Kindler
Trustee - End Date 11/5/163.00Yes (X)$0$0$0
Debra S Knez
Trustee3.00Yes (X)$0$0$0
Ellen J Kullman
Trustee - End Date 11/5/163.00Yes (X)$0$0$0
Diana V Lopez
Trustee3.00Yes (X)$0$0$0
Ioannis Miaoulis
Trustee - End Date 11/5/163.00Yes (X)$0$0$0
Jeffrey M Moslow
Trustee3.01.0Yes (X)$0$0$0
Elyse A Newhouse
Trustee3.00Yes (X)$0$0$0
Kathleen O'Loughlin
Trustee - End Date 11/5/163.00Yes (X)$0$0$0
David B Rone
Trustee3.00Yes (X)$0$0$0
Hugh R Roome III
Trustee3.00Yes (X)$0$0$0
Andrew Safran
Trustee - End Date 11/5/163.00Yes (X)$0$0$0
Ankur A Sahu
Trustee - Start Date 11/5/163.00Yes (X)$0$0$0
Janis A Savin-Williams
Trustee3.00Yes (X)$0$0$0
Neal B Shapiro
Trustee3.00Yes (X)$0$0$0
Tina H Surh
Trustee3.00Yes (X)$0$0$0
Kalahn Taylor-Clark
Trustee - Start Date 11/5/163.00Yes (X)$0$0$0
Teri C Volpert
Trustee3.00Yes (X)$0$0$0
Gloria E White-Hammond
Trustee3.00Yes (X)$0$0$0
James J Wong
Trustee3.00Yes (X)$0$0$0
Patricia L Campbell
Executive VP40.00.3Yes (X)$521,105$0$61,131
Mary R Jeka
VP - University Relations40.00Yes (X)$375,940$0$57,916
David R Harris
Provost & Sr VP40.00Yes (X)$544,363$0$102,435
Thomas S McGurty
VP - Finance & Treasurer40.03.0Yes (X)$395,221$0$75,125
David J Kahle
VP - Information Technology, CIO40.00Yes (X)$312,517$0$69,203
Julien C Carter
VP - Human Resources40.00.3Yes (X)$297,332$0$67,397
Christine C Sanni
VP - Communications & Marketing40.00Yes (X)$261,403$0$57,997
Michael A Baenen
See Schedule O for Title40.00Yes (X)$177,590$0$34,093
Paul J Tringale
Secretary of Corporation40.00Yes (X)$151,539$0$24,884
Eric C Johnson
VP - University Advancement40.00Yes (X)$414,982$0$72,619
Linda Snyder
VP - Operations - End Date 6/30/1740.02.0Yes (X)$297,927$0$59,896
Elizabeth Mcclain
Associate Treasurer - Start Date 6/12/1740.00Yes (X)$0$0$0
Barbara Stein
Director of Capital Programs End date 5/21/17, Interim VP Operations Start Date 5/22/1740.00Yes (X)$207,332$0$51,850
George A Hibbard
Associate Treasurer - End Date 6/12/1740.00.3Yes (X)$179,353$0$20,931
Harris A Berman
Dean Medical School40.02.0$467,300$0$59,808Yes (X)
James M Glaser
Dean Arts & Sciences40.00$350,794$0$110,516Yes (X)
Naomi Rosenberg
Dean Sackler School40.00$273,264$0$52,753Yes (X)
Deborah T Kochevar
Dean Cummings School40.01.0$271,416$0$54,268Yes (X)
Jianmin Qu
Dean of Engineering40.00$376,122$0$54,407Yes (X)
Huw Thomas
Dean Dental School40.00$411,686$0$48,102Yes (X)
Sally Dungan
Chief Investment Officer40.05.0$571,213$0$150,079Yes (X)
Dariush Mozaffarian
Dean Friedman School40.00$402,339$0$59,847Yes (X)
James Stavridis
Dean Fletcher School40.00$369,960$0$35,960Yes (X)
Maria Papageorge
Professor & Chair40.00$631,926$0$56,681Yes (X)
Renee R Nadler
Director of Investments40.00$389,652$0$79,401Yes (X)
Linda M Abriola
Professor of Engineering40.00$279,112$0$117,338Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,912,575TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,779,695TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1087IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TURNER CONSTRUCTION CO
TWO SEAPORT LANE 2ND FLBOSTONMA02210CONSTRUCTION$41,485,218
O'CONNOR CONSTRUCTORS INC
45 INDUSTRIAL DRIVECANTONMA02021CONSTRUCTION$22,273,193
Columbia Construction Co
100 Riverpark DriveNorth ReadingMA01864CONSTRUCTION$12,652,732
C&W FACILITY SERVICES
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$10,707,908
Elaine Construction Co Inc
1037 Chestnut StreetNewton Upper FallsMA02464CONSTRUCTION$8,625,251
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K290CntrctRcvdGreaterThan100KCnt
Fundraising$714,123FundraisingAmt
Government Grants$155,047,785GovernmentGrantsAmt
All Other Contributions$146,235,303AllOtherContributionsAmt
Noncash Contributions$11,295,580NoncashContributionsAmt
Total Contributions$301,997,211TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$525,686,795$525,686,795
CLINICAL AND OTHER EDUCATION541900$104,413,350$102,027,095$2,386,255
AUXILLIARY ENTERPRISES900099$62,835,707$62,242,474$593,233

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$692,935,852TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,082,518TotalRevenueColumnAmt
Exclusion$6,082,518ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,993,984TotalRevenueColumnAmt
Exclusion$2,993,984ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,930,332RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,883,498RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$953,166RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$953,166TotalRevenueColumnAmt
Exclusion-$953,166ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,056,912,302SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,023,094,359SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$33,817,943SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,170,738TotalRevenueColumnAmt
Unrelated Business Revenue-$647,205UnrelatedBusinessRevenueAmt
Exclusion$33,817,943ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$519,607FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$714,123ContriRptFundraisingEventAmt
Fundraising Direct Expenses$655,224FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$135,617TotalRevenueColumnAmt
Exclusion-$135,617ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,036,091,520TotalRevenueColumnAmt
Related Or Exempt Func Income$689,956,364RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,332,283UnrelatedBusinessRevenueAmt
Exclusion$41,805,662ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$17,022,440TotalAmt
Program Services$17,022,440ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$139,301,143TotalAmt
Program Services$139,301,143ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,321,964TotalAmt
Program Services$7,321,964ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,724,811TotalAmt
Program Services$2,690,890ProgramServicesAmt
Management And General$5,305,857ManagementAndGeneralAmt
Fundraising$728,064FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$229,628TotalAmt
Program Services$229,628ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$424,673,944TotalAmt
Program Services$351,647,431ProgramServicesAmt
Management And General$59,549,573ManagementAndGeneralAmt
Fundraising$13,476,940FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$30,099,512TotalAmt
Program Services$24,157,298ProgramServicesAmt
Management And General$4,887,402ManagementAndGeneralAmt
Fundraising$1,054,812FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,014,224TotalAmt
Program Services$41,304,959ProgramServicesAmt
Management And General$7,499,105ManagementAndGeneralAmt
Fundraising$2,210,160FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,956,897TotalAmt
Program Services$19,787,279ProgramServicesAmt
Management And General$4,291,686ManagementAndGeneralAmt
Fundraising$877,932FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,057,273TotalAmt
Program Services$4,255,327ProgramServicesAmt
Management And General$1,797,543ManagementAndGeneralAmt
Fundraising$4,403FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$494,950TotalAmt
Management And General$494,950ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$552,156TotalAmt
Management And General$552,156ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,856,199TotalAmt
Fundraising$1,856,199FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,986,541TotalAmt
Management And General$1,986,541ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$45,820,784TotalAmt
Program Services$36,238,773ProgramServicesAmt
Management And General$10,014,676ManagementAndGeneralAmt
Fundraising-$432,665FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,017,152TotalAmt
Program Services$789,721ProgramServicesAmt
Management And General$215,205ManagementAndGeneralAmt
Fundraising$12,226FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$60,097,436TotalAmt
Program Services$50,098,696ProgramServicesAmt
Management And General$7,903,168ManagementAndGeneralAmt
Fundraising$2,095,572FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,817,756TotalAmt
Program Services$2,676,436ProgramServicesAmt
Management And General$7,868,697ManagementAndGeneralAmt
Fundraising$272,623FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$5,908,061TotalAmt
Program Services$5,908,061ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$39,104,795TotalAmt
Program Services$37,788,549ProgramServicesAmt
Management And General$938,907ManagementAndGeneralAmt
Fundraising$377,339FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,137,280TotalAmt
Program Services$14,047,178ProgramServicesAmt
Management And General$757,918ManagementAndGeneralAmt
Fundraising$332,184FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,210,173TotalAmt
Program Services$4,423,149ProgramServicesAmt
Management And General$1,074,270ManagementAndGeneralAmt
Fundraising$712,754FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$21,591,329TotalAmt
Program Services$20,859,490ProgramServicesAmt
Management And General$518,281ManagementAndGeneralAmt
Fundraising$213,558FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,826,578TotalAmt
Program Services$49,103,807ProgramServicesAmt
Management And General$1,220,050ManagementAndGeneralAmt
Fundraising$502,721FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS, PERIODICALS & MEDIA$13,173,183$12,991,835$88,308$93,040
SUBSIDIARY EXPENSE-TVETS$9,488,582$9,488,582
EQUIPMENT PURCHASES$8,072,702$7,896,049$175,613$1,040
GOODS AND SERVICES$6,274,128$6,254,229$15,311$4,588

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,527,429TotalAmt
Program Services$2,522,269ProgramServicesAmt
Management And General$5,035ManagementAndGeneralAmt
Fundraising$125FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,010,359,050TotalAmt
Program Services$868,805,183ProgramServicesAmt
Management And General$117,160,252ManagementAndGeneralAmt
Fundraising$24,393,615FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$70,836,874BOYAmt
EOY$35,930,062EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,616,565BOYAmt
EOY$77,390,994EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,093,247BOYAmt
EOY$13,154,704EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$50,022,096BOYAmt
EOY$46,879,016EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$441,491BOYAmt
EOY$1,055,794EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,420,296BOYAmt
EOY$1,707,647EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,766,613,767LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$746,092,222LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$944,818,755BOYAmt
EOY$1,020,521,545EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$287,653,010BOYAmt
EOY$460,183,299EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,583,863,320BOYAmt
EOY$1,691,601,709EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$28,812,752BOYAmt
EOY$31,505,425EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,656,612BOYAmt
EOY$103,193,428EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,147,235,018BOYAmt
EOY$3,483,123,623EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$153,682,248BOYAmt
EOY$149,260,772EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$81,681,210BOYAmt
EOY$59,561,005EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$639,406,592BOYAmt
EOY$768,405,222EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,081,882BOYAmt
EOY$3,284,099EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,500,569BOYAmt
EOY$93,663,106EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,005,352,501BOYAmt
EOY$1,074,174,204EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,105,481,783BOYAmt
EOY$1,247,634,680EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$424,925,840BOYAmt
EOY$506,797,646EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$611,474,894BOYAmt
EOY$654,517,093EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,141,882,517BOYAmt
EOY$2,408,949,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,147,235,018BOYAmt
EOY$3,483,123,623EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,732,470ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$202,843,909NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$38,490,523OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$209,152,025CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242,625,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$227,337,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$260,031,001CurrentTaxYearMinus1YearAmt
Current Tax Year$301,578,645CurrentTaxYearAmt
Total$1,240,724,573TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$209,152,025CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242,625,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$227,337,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$260,031,001CurrentTaxYearMinus1YearAmt
Current Tax Year$301,578,645CurrentTaxYearAmt
Total$1,240,724,573TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,240,724,573PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,640,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,079,798CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,057,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,145,285CurrentTaxYearMinus1YearAmt
Current Tax Year$11,006,835CurrentTaxYearAmt
Total$77,930,397TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,318,654,970TotalSupportAmt
Gross Receipts Rltd Activities$3,163,033,072GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9409PublicSupportCY170Pct
Public Support PY1700.9297PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$552,156FilingOrganizationsTotalAmt
Affiliated Group Total$552,156AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$552,156FilingOrganizationsTotalAmt
Affiliated Group Total$552,156AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$985,413,279FilingOrganizationsTotalAmt
Affiliated Group Total$1,029,521,868AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$985,965,435FilingOrganizationsTotalAmt
Affiliated Group Total$1,030,074,024AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$508,367CurrentYearMinus3Amt
Current Year Minus2$539,499CurrentYearMinus2Amt
Current Year Minus1$551,458CurrentYearMinus1Amt
Current Year$552,156CurrentYearAmt
Total$2,151,480TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$521,270RevenuesIncludedAmt
Assets Included$6,053,349AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,472,355,250BeginningYearBalanceAmt
Contributions$27,445,392ContributionsAmt
Investment Earnings Or Losses$210,364,325InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,828,045GrantsOrScholarshipsAmt
Other Expenditures$61,993,513OtherExpendituresAmt
Administrative Expenses$5,286,829AdministrativeExpensesAmt
End Year Balance$1,625,056,580EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,386,696,958BeginningYearBalanceAmt
Contributions$11,124,069ContributionsAmt
Investment Earnings Or Losses$159,776,163InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,256,087GrantsOrScholarshipsAmt
Other Expenditures$63,959,588OtherExpendituresAmt
Administrative Expenses$5,026,265AdministrativeExpensesAmt
End Year Balance$1,472,355,250EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.397BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.357PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.246TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,271,976OtherCostOrOtherBasisAmt
Book Value$55,271,976BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,490,515,133OtherCostOrOtherBasisAmt
Depreciation$622,628,678DepreciationAmt
Book Value$867,886,455BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$220,826,658OtherCostOrOtherBasisAmt
Depreciation$123,463,544DepreciationAmt
Book Value$97,363,114BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,020,521,545TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$594,976,397BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investments$9,629,711F
Common Trust Equity Index Funds$342,963,658F
Private Equities$419,667,516F
Real Estate$139,538,629F
Funds Held Under Bond Agreements$308F
UNSETTLED INVESTMENTS$0F
Natural Resources$123,596,453F
Non-Marketable Credit$61,229,037F
FieldValueIRS element (for citing)
Total Book Value Securities$1,691,601,709TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Unfunded Status of Post Retirement Plan$0
Interest Rate Agreements$67,085,216
Government Advances$26,577,890
FieldValueIRS element (for citing)
Total Liability$93,663,106TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,114,167,076TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$202,843,908NetUnrealizedGainsInvstAmt
Other Revenue-$126,411,700OtherRevenueAmt
Revenue Not Reported$76,432,208RevenueNotReportedAmt
Revenue Subtotal$1,037,734,868RevenueSubtotalAmt
Other Revenues Not Included-$1,643,348OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,643,348RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,036,091,520TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$847,100,174TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$19,839,157OtherExpensesIncludedAmt
Expenses Not Reported-$19,839,157ExpensesNotReportedAmt
Expenses Subtotal$866,939,331ExpensesSubtotalAmt
Other Expenses Not Included$143,419,719OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$143,419,719ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,010,359,050TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS PRIMARILY INCLUDE ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteUS GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 2017, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Consolidated entities revenue - 14209184 Change in split interest agreement - 1317866 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc F/K/A T-NEMC - -1006230
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental expense netted with rental income - -2883499 Inter-departmental requisition revenue - 1895376 Fundraising expense netted with Fundraising income - -655225
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental expense netted with rental income - 2883499 Inter-departmental requisition revenue - 591823 Consolidated entities expenses - 12981344 Cumulative effect of account change SFAS 158 - -15760740 Change in fair value of interest rate agreements - -21190307 Fundraising expense netted with fundraising income - 655224
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsConsolidated entites expenses - 2487199 Tuition discount - XXX-XX-XXXX

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYAS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA AND NASA.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (28 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)55Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$3,641,636
East Asia and the Pacific32Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$548,795
South America11Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$341,137
Sub-Saharan Africa12Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$244,140
Central America and the Caribbean00Grantmaking$1,744
East Asia and the Pacific00Grantmaking$785,554
Europe (Including Iceland and Greenland)00Grantmaking$1,250,176
Middle East and North Africa00Grantmaking$235,893
North America (Canada & Mexico only)00Grantmaking$106,477
Russia and Neighboring States00Grantmaking$101,012
South America00Grantmaking$247,606
South Asia00Grantmaking$778,786
Sub-Saharan Africa00Grantmaking$3,814,715
Central America and the Caribbean00Investments$500,940,000
Europe (Including Iceland and Greenland)00Investments$44,031,000
North America (Canada & Mexico only)00Investments$12,525,000
Sub-Saharan Africa00Investments$3,724,000
Central America and the Caribbean00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$41,241
East Asia and the Pacific00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$163,562
Europe (Including Iceland and Greenland)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$239,585
Middle East and North Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$176,038
North America (Canada & Mexico only)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$41,321
Russia and Neighboring States00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$42,872
South America00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$20,213
South Asia00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$47,532
Sub-Saharan Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$109,042
East Asia and the Pacific00Fundraising$429
Europe (Including Iceland and Greenland)00Fundraising$2,911
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Subtotal Spent$569,593,671SubtotalSpentAmt
Continuation Spent$4,608,746ContinuationSpentAmt
Total Spent$574,202,417TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (42 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$152,909WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$590,056WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$81,641CHECK
South AsiaSUBCONTRACT RESEARCH GRANT$85,252WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$162,133WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$250,803WIRE
Middle East and North AfricaSUBCONTRACT RESEARCH GRANT$154,015CHECK/WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$65,262WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$170,164ELECTRONIC FUNDS TRANSFER
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$18,442WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$62,342WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$59,110WIRE
South AmericaSUBCONTRACT RESEARCH GRANT$159,642WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$23,375WIRE
North America (Canada & Mexico only)SUBCONTRACT RESEARCH GRANT$87,016WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$121,360CHECK/WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$62,974WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$57,813WIRE
South AmericaSUBCONTRACT RESEARCH GRANT$19,283WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$20,688WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$72,114ELECTRONIC FUNDS TRANSFER/WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$141,536WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$129,772WIRE
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$63,642WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$30,404CHECK/WIRE
South AsiaINTERNATIONAL PROGRAM ADVANCES$5,566WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$13,236WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$92,796WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$32,400CHECK
Sub-Saharan AfricaSUBCONTRACT RESEARCH GRANT$695,511WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$16,436CHECK/WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$220,717CHECK
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$11,701WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$34,125WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$78,827WIRE
Europe (Including Iceland and Greenland)SUBCONTRACT RESEARCH GRANT$9,290WIRE
South AsiaSUBCONTRACT RESEARCH GRANT$24,000WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$133,029WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$172,714WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$15,159WIRE
East Asia and the PacificSUBCONTRACT RESEARCH GRANT$45,000WIRE
Sub-Saharan AfricaINTERNATIONAL PROGRAM ADVANCES$94,092WIRE
FieldValueIRS element (for citing)
Total501c3 Org40Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (24 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FellowshipsEast Asia and the Pacific1$4,100CHECK
FellowshipsSouth Asia1$3,400ELECTRONIC FUNDS TRANSFER
FellowshipsSub-Saharan Africa3$35,809CHECK/WIRE
Int'l Program AdvancesSub-Saharan Africa14$692,691ELECTRONIC FUNDS TRANSFER/WIRE
ScholarshipsCentral America and the Caribbean1$1,744CHECK
ScholarshipsEast Asia and the Pacific23$154,781CHECK
ScholarshipsEurope (Including Iceland and Greenland)36$485,865CHECK/WIRE
ScholarshipsMiddle East and North Africa4$47,674CHECK
ScholarshipsNorth America (Canada & Mexico only)3$15,407CHECK
ScholarshipsRussia and Neighboring States17$101,012CHECK
ScholarshipsSouth America5$68,681CHECK
ScholarshipsSouth Asia26$235,142CHECK/ELECTRONIC FUNDS TRANSFER
ScholarshipsSub-Saharan Africa30$440,560CHECK/WIRE
Student PrizesEast Asia and the Pacific12$15,980CHECK
Student PrizesEurope (Including Iceland and Greenland)4$4,119CHECK
Student PrizesNorth America (Canada & Mexico only)3$4,054CHECK
Student PrizesSouth Asia3$6,713CHECK/WIRE
Student PrizesSub-Saharan Africa3$2,335CHECK
Student StipendsEurope (Including Iceland and Greenland)1$1,000CHECK
Student StipendsSouth Asia6$3,000WIRE
Subcontract Research GrantEast Asia and the Pacific1$85,166WIRE
Subcontract Research GrantEurope (Including Iceland and Greenland)1$41,879WIRE
Subcontract Research GrantMiddle East and North Africa1$34,204WIRE
Subcontract Research GrantSub-Saharan Africa2$300,301WIRE
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
65 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52404TELEFUND VENDORfalse$888,174$550,709$337,465
MARTS & LUNDY INC
1200 WALL STREET WESTLYNDHURSTNJ07071STRATEGY CONSULTINGfalse$49,035-$49,035
FieldValueIRS element (for citing)
Total Gross Receipts$888,174TotalGrossReceiptsAmt
Total Retained By Contractors$599,744TotalRetainedByContractorsAmt
Total Net To Organization$288,430TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1School of the Museum of Fine Arts at Tufts Art SaleEvent1Nm
Gross Receipts Event1$919,536GrossReceiptsEvent1Amt
Charitable Contri Event1$439,589CharitableContriEvent1Amt
Gross Revenue Event1$479,947GrossRevenueEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$14,193FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$531,039OtherDirectExpensesEvent1Amt
Event2School of the Museum of Fine Arts at Tufts Medal Award GalaEvent2Nm
Gross Receipts Event2$314,194GrossReceiptsEvent2Amt
Charitable Contri Event2$274,534CharitableContriEvent2Amt
Gross Revenue Event2$39,660GrossRevenueEvent2Amt
Rent Facility Costs Event2$800RentFacilityCostsEvent2Amt
Food And Beverage Event2$75,101FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$34,091OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$1,233,730GrossReceiptsTotalAmt
Charitable Contributions Tot$714,123CharitableContributionsTotAmt
Gross Revenue Total Events$519,607GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$800RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$89,294FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$565,130OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$655,224DirectExpenseSummaryEventsAmt
Net Income Summary-$135,617NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (113 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
100 Mile Club
2191 5th St 211NovcoCA92860208425786501(C)(3)$323,492SUBCONTRACT GRANT AWARD
ACDIVOCA
50 F Street NW Ste 1075WashingtonDC20001520811461501(C)(3)$126,779SUBCONTRACT GRANT AWARD
Aerogel Technologies LLC
270 Dorchester AveBostonMA02127264780499FOR PROFIT$98,293SUBCONTRACT GRANT AWARD
Animal Shelter Inc
17 Laurelwood RdSterlingMA01564043236868501(C)(3)$65,250SUBCONTRACT GRANT AWARD
Arizona State University
PO Box 876011TempeAZ852876011860196696501(C)(3)$80,027SUBCONTRACT GRANT AWARD
Arrow Systems Integration Inc
PO Box 4869HoustonTX77210331009098FOR PROFIT$301,483SUBCONTRACT GRANT AWARD
Azzur Group LLC
726 Fitzwatertown Rd Ste 6Willow GrovePA19090472703312FOR PROFIT$15,955SUBCONTRACT GRANT AWARD
Baystate Medical Center
PO Box 414168BostonMA022414168042790311501(C)(3)$14,784SUBCONTRACT GRANT AWARD
Beckman Research Inst ofthe City of Hope
1500 E Duarte RdDuarteCA91010953432210501(C)(3)$166,640SUBCONTRACT GRANT AWARD
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501(C)(3)$257,569SUBCONTRACT GRANT AWARD
Boston Medical Center
660 Harrison AveBostonMA02118043314093501(C)(3)$41,244SUBCONTRACT GRANT AWARD
Boston Public Health Commission
1010 Massachusetts Ave 6th flBostonMA02118043316655501(C)(3)$6,942SUBCONTRACT GRANT AWARD
Boston University
PO Box 28763New YorkNY100878763042103547501(C)(3)$352,218SUBCONTRACT GRANT AWARD
Brandeis University
PO Box 549110WalthamMA024549110042103552501(C)(3)$112,632SUBCONTRACT GRANT AWARD
Bridgewater State University
131 Summer StBridgewaterMA02325043010428501(C)(3)$19,170SUBCONTRACT GRANT AWARD
Brigham & Women's Hospital
PO Box 3887BostonMA02241042312909501(C)(3)$313,059SUBCONTRACT GRANT AWARD
Brown University
PO Box 1911ProvidenceRI02912050258809501(C)(3)$369,537SUBCONTRACT GRANT AWARD
Bunker Hill Community College
250 New Rutherford AveBostonMA02129046002284501(C)(3)$10,007SUBCONTRACT GRANT AWARD
California Institute of Technology
1200 E California BlvdPasadenaCA91125951643307501(C)(3)$43,816SUBCONTRACT GRANT AWARD
Chiann Fan Gibson
136 N Buckingham DrSugar GroveIL60554364427934FOR PROFIT$12,000SUBCONTRACT GRANT AWARD
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501(C)(3)$156,181SUBCONTRACT GRANT AWARD
Chinese Progressive Association Inc
28 Ash StBostonMA021111517042631569501(C)(3)$11,256SUBCONTRACT GRANT AWARD
Trustees of Columbia University
PO Box 29789New YorkNY10087135598093501(C)(3)$1,033,524SUBCONTRACT GRANT AWARD
Cornell University
PO Box 22IthacaNY148510022150532082501(C)(3)$19,208SUBCONTRACT GRANT AWARD
Curious Learning
44 Walker StCambridgeMA02138471892766501(C)(3)$99,000SUBCONTRACT GRANT AWARD
Dana Farber Cancer Institute
450 Brookline AveBostonMA02215042263040501(C)(3)$26,330SUBCONTRACT GRANT AWARD
Dartmouth College
11 Rope Ferry Rd 6210HanoverNH037551404020222111501(C)(3)$14,219SUBCONTRACT GRANT AWARD
Design Urbanism Architectural LLC
299 Broadway Ste 1010New YorkNY100071952861126424FOR PROFIT$14,163SUBCONTRACT GRANT AWARD
Dimagi Inc
585 Massachusetts Ave Ste 4CambridgeMA02139830343298FOR PROFIT$134,510SUBCONTRACT GRANT AWARD
Duke University
PO Box 602651CharlotteNC28260560532129501(C)(3)$38,988SUBCONTRACT GRANT AWARD
East Carolina University
2200 S Charles BlvdGreenvilleNC278584353566000403501(C)(3)$85,045SUBCONTRACT GRANT AWARD
Education Development Center Inc
43 Foundry AveWalthamMA076583830042241718501(C)(3)$33,057SUBCONTRACT GRANT AWARD
Emory University
PO Box 935084AtlantaGA311935084580566256501(C)(3)$10,394SUBCONTRACT GRANT AWARD
Family Health International
1825 Connecticut Ave NWWashingtonDC200095721237413005501(C)(3)$14,905SUBCONTRACT GRANT AWARD
The Forsyth Institute
245 First St 17th FloorCambridgeMA02142042104230501(C)(3)$318,366SUBCONTRACT GRANT AWARD
Fox Chase Cancer Center
333 Cottman AvePhiladelphiaPA19111232003072501(C)(3)$81,915SUBCONTRACT GRANT AWARD
Fuller Theological Seminary
180 N Oakland AvePasedenaCA91101951699394501(C)(3)$21,959SUBCONTRACT GRANT AWARD
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$202,108SUBCONTRACT GRANT AWARD
Harvard University
PO Box 415649BostonMA02241042103580501(C)(3)$644,565SUBCONTRACT GRANT AWARD
Hebrew Rehabilitation Center
1200 Center StBostonMA02131042104298501(C)(3)$56,875SUBCONTRACT GRANT AWARD
Heddamarie U T Hart
7150 N Durango Dr Ste 110Las VegasNV89149421716950FOR PROFIT$8,000SUBCONTRACT GRANT AWARD
Heifer International
1 World AveLittle RockAR72202351019477501(C)(3)$109,190SUBCONTRACT GRANT AWARD
Helen Keller International Inc
352 Park Ave South Ste 1200New YorkNY10010135562162501(C)(3)$152,182SUBCONTRACT GRANT AWARD
Fred Hutchinson Cancer Research Center
PO Box 19024SeattleWA981091024237156071501(C)(3)$127,011SUBCONTRACT GRANT AWARD
Institute for Nonprofit Practice
144 Gould St Ste 205NeedhamMA02494471613050501(C)(3)$22,500SUBCONTRACT GRANT AWARD
Institute for Wildlife Studies
PO Box 1104ArcataCA955181104942612613501(C)(3)$31,407SUBCONTRACT GRANT AWARD
International Food Policy Research Institute
2033 K Street NWWashingtonDC20006521041632501(C)(3)$39,624SUBCONTRACT GRANT AWARD
International Nutrition Foundation
711 Washington StreetBostonMA02111042761215501(C)(3)$146,901SUBCONTRACT GRANT AWARD
Jackson Lab
610 Main StBar HarborME04609010211513501(C)(3)$66,980SUBCONTRACT GRANT AWARD
Johns Hopkins University
12529 Collections Center DrChicagoIL60693520595110501(C)(3)$661,596SUBCONTRACT GRANT AWARD
KUMC Research Institute Inc
3901 Rainbow BlvdKansas CityKS66160481108830501(C)(3)$25,336SUBCONTRACT GRANT AWARD
Maine Medical Center
22 Bramhall StPortlandME04102010238552501(C)(3)$243,414SUBCONTRACT GRANT AWARD
Mass Eye and Ear Infirmary
243 Charles StBostonMA02114042103591501(C)(3)$235,196SUBCONTRACT GRANT AWARD
Mass General Hospital
PO Box 3829BostonMA02241042697983501(C)(3)$355,089SUBCONTRACT GRANT AWARD
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501(C)(3)$722,932SUBCONTRACT GRANT AWARD
Medical College of Wisconsin
8701 Watertown Plank RdMilwaukeeWI53226390806261501(C)(3)$145,915SUBCONTRACT GRANT AWARD
Metropolitan Area Planning Council
60 Temple PlaceBostonMA02111042472296501(C)(3)$8,372SUBCONTRACT GRANT AWARD
Montana State University
PO Box 172470BozemanMT597172470816010045501(C)(3)$50,149SUBCONTRACT GRANT AWARD
New York Academy of Medicine
1216 Fifth AveNew yorkNY10029131656674501(C)(3)$18,385SUBCONTRACT GRANT AWARD
New York Medical College
40 Sunshine Cottage RdValhallaNY10595131099420501(C)(3)$37,116SUBCONTRACT GRANT AWARD
New York University
PO Box 415026BostonMA022415026135562308501(C)(3)$72,752SUBCONTRACT GRANT AWARD
Nobis Engineering Inc
18 Chenell DriveConcordNH03301020433409FOR PROFIT$59,029SUBCONTRACT GRANT AWARD
North Carolina State University
Campus Box 7214RaleighNC27695566000756501(C)(3)$13,496SUBCONTRACT GRANT AWARD
Northeastern University
360 Huntington AveBostonMA02115041679980501(C)(3)$139,677SUBCONTRACT GRANT AWARD
Northwestern University
633 Clark St Rm G-547EvanstonIL602081112362167817501(C)(3)$75,116SUBCONTRACT GRANT AWARD
Ohio State University Research Foundation
1960 Kenny RdColumbusOH432101063316401599501(C)(3)$11,861SUBCONTRACT GRANT AWARD
Oracle America Inc
PO Box 203448DallasTX753203448942805249FOR PROFIT$21,407SUBCONTRACT GRANT AWARD
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140936001786501(C)(3)$9,095SUBCONTRACT GRANT AWARD
Parlance Corp
400 W Cummings Pk Ste 200WoburnMA01801043334185FOR PROFIT$39,600SUBCONTRACT GRANT AWARD
Pine Manor College
400 Heath StChestnut HillMA02467042321292501(C)(3)$14,840SUBCONTRACT GRANT AWARD
Princeton University
701 Carnegie Center Ste 443PrincetonNJ08540210634501501(C)(3)$44,211SUBCONTRACT GRANT AWARD
Purdue University
23510 Network PlChicagoIL60673356002041501(C)(3)$57,999SUBCONTRACT GRANT AWARD
RAND Corporation
PO Box 2138Santa MonicaCA904072138951958142501(C)(3)$117,820SUBCONTRACT GRANT AWARD
Regents of the University of Michigan
Box 223131PittsburghPA152512131386006309501(C)(3)$132,979SUBCONTRACT GRANT AWARD
Rensselaer Polytechnic Institute
110 8th StTroyNY121803500141340095501(C)(3)$490,468SUBCONTRACT GRANT AWARD
Research Foundation for the State University of New York
PO Box 9AlbanyNY122010009141368361501(C)(3)$8,451SUBCONTRACT GRANT AWARD
Rowan University
201 Mullica Hill RdGlassboroNJ08028222764819501(C)(3)$18,965SUBCONTRACT GRANT AWARD
Save the Children
54 Wilton RdWestportCT06880060726487501(C)(3)$58,214SUBCONTRACT GRANT AWARD
Seven Hills Foundation
81 Hope AveWorcesterMA01603043293659501(C)(3)$8,600SUBCONTRACT GRANT AWARD
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501(C)(3)$27,341SUBCONTRACT GRANT AWARD
St Jude Children's Research Hospital
PO Box 1000 Dept 949MemphisTN38148620646012501(C)(3)$25,878SUBCONTRACT GRANT AWARD
Stanford University
PO Box 44253San FranciscoCA941444253941156365501(C)(3)$35,731SUBCONTRACT GRANT AWARD
Synaptic Research LLC
1448 South Rolling RoadBaltimoreMD21227205487221FOR PROFIT$137,543SUBCONTRACT GRANT AWARD
TBMS
1600 Boston-Providence HwyWalpoleMA02081593828470FOR PROFIT$34,200SUBCONTRACT GRANT AWARD
Technical Education Research Center Inc
2067 Massachusetts AveCambridgeMA02140046134355501(C)(3)$176,746SUBCONTRACT GRANT AWARD
Texas A&M University
400 Harvey Mitchell Pkwy S Ste 300College StationTX77845746000531501(C)(3)$107,400SUBCONTRACT GRANT AWARD
Think3d
3 Barrymore RoadHanoverNH03755461019559FOR PROFIT$94,071SUBCONTRACT GRANT AWARD
Tufts Medical Center
750 Washington StBostonMA02111043400617501(C)(3)$4,233,537SUBCONTRACT GRANT AWARD
Tunxis Community College
271 Scott Swamp RdFarmingtonCT06032066268897501(C)(3)$186,338SUBCONTRACT GRANT AWARD
Tuskegee University
1200 W Montgomery RdTuskegee InstAL36088630288878501(C)(3)$11,224SUBCONTRACT GRANT AWARD
UMass Memorial Medical Center Inc
55 Lake Ave NorthWorcesterMA01655043358564501(C)(3)$27,286SUBCONTRACT GRANT AWARD
UMDC Diagnostic Clinic
PO Box 405803AtlantaGA30384592695890501(C)(3)$122,295SUBCONTRACT GRANT AWARD
University of California Davis
PO Box 989062West SacramentoCA957989062946036494501(C)(3)$311,368SUBCONTRACT GRANT AWARD
University of North Carolina at Chapel Hill
104 Airport Dr Suite 2200 / CB1350Chapel HillNC275881350566001393501(C)(3)$59,513SUBCONTRACT GRANT AWARD
University of California Regents
SAASB Bldg Rm 1212Santa BarbaraCA931062003956006145501(C)(3)$189,484SUBCONTRACT GRANT AWARD
University of Cape Town
509 Madison AveNew YorkNY100225501980599465501(C)(3)$5,542SUBCONTRACT GRANT AWARD
University of Connecticut
438 Whitney Rd Ext Unit 1133StorrsCT062691133060772160501(C)(3)$6,262SUBCONTRACT GRANT AWARD
University of Connecticut Health Center
263 Farmington Ave MC 5325FarmingtonCT06030521725543501(C)(3)$11,005SUBCONTRACT GRANT AWARD
University of Florida
PO Box 113001GainesvilleFL326113001596002052501(C)(3)$58,074SUBCONTRACT GRANT AWARD
University of Georgia
310 E Campus RoadAthensGA30602586001998501(C)(3)$69,218SUBCONTRACT GRANT AWARD
University of Illinois
28392 Network PlaceChicagoIL606731283376000511501(C)(3)$80,144SUBCONTRACT GRANT AWARD
University of Massachusetts
100 Morrissey BlvdBostonMA02125043167352501(C)(3)$63,225SUBCONTRACT GRANT AWARD
University of Missouri
PO Box 806010Kansas CityMO64106436003859501(C)(3)$45,026SUBCONTRACT GRANT AWARD
University of Northern Iowa
Office of Business OperationsCedar FallsIA50614426004333501(C)(3)$5,324SUBCONTRACT GRANT AWARD
Trustees of the University of Pennsylvania
PO Box 785541PhiladelphiaPA19178231352685501(C)(3)$5,070SUBCONTRACT GRANT AWARD
University of Pittsburgh
PO Box 371220PittsburghPA152517220250965591501(C)(3)$75,579SUBCONTRACT GRANT AWARD
University of Southern California
Sponsored Projects AccountingLos AngelesCA90089951642394501(C)(3)$6,492SUBCONTRACT GRANT AWARD
University of Texas
PO Box 301418DallasTX753031418741761309501(C)(3)$61,255SUBCONTRACT GRANT AWARD
University of Washington
12455 Collections DrChicagoIL60693916001537501(C)(3)$108,013SUBCONTRACT GRANT AWARD
Washington State University
PO Box 641025PullmanWA991641025916001108501(C)(3)$26,359SUBCONTRACT GRANT AWARD
Washington University
700 Rosedale AveSt LouisMO63112430653611501(C)(3)$169,709SUBCONTRACT GRANT AWARD
Weill Medical College of Cornell University
575 Lexington Ave 9th FlNew YorkNY10022131623978501(C)(3)$48,156SUBCONTRACT GRANT AWARD
Yeshiva University
1300 Morris Park AveBronxNY10461131624225501(C)(3)$25,867SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org99Total501c3OrgCnt
Total Other Org14TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS5779$135,467,972
FELLOWSHIPS499$2,366,064
STUDENT PRIZES659$745,217
STUDENT STIPENDS312$721,890

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony P Monaco
Trustee & University President$848,509$0$0$0$132,680$0$51,825$0$93,234$0$1,126,248$0$0$0
Patricia L Campbell
Executive VP$513,980$0$0$0$7,125$0$51,825$0$9,306$0$582,235$0$0$0
Mary R Jeka
VP - University Relations$370,201$0$0$0$5,739$0$48,718$0$9,198$0$433,855$0$0$0
David R Harris
Provost & Sr VP$543,457$0$0$0$906$0$51,825$0$50,610$0$646,798$0$0$0
Thomas S McGurty
VP - Finance & Treasurer$392,422$0$0$0$2,800$0$51,825$0$23,300$0$470,347$0$0$0
David J Kahle
VP - Information Technology, CIO$311,877$0$0$0$640$0$42,275$0$26,928$0$381,720$0$0$0
Julien C Carter
VP - Human Resources$284,855$0$0$0$12,476$0$40,065$0$27,332$0$364,729$0$0$0
Christine C Sanni
VP - Communications & Marketing$233,773$0$0$0$27,630$0$33,825$0$24,172$0$319,400$0$0$0
Michael A Baenen
See Schedule O for Title$176,901$0$0$0$689$0$21,517$0$12,576$0$211,682$0$0$0
Paul J Tringale
Secretary of Corporation$150,979$0$0$0$560$0$17,772$0$7,112$0$176,423$0$0$0
Eric C Johnson
VP - University Advancement$413,063$0$0$0$1,920$0$51,825$0$20,794$0$487,601$0$0$0
Linda Snyder
VP - Operations - End Date 6/30/17$281,329$0$0$0$16,598$0$39,075$0$20,821$0$357,822$0$0$0
Barbara Stein
Director of Capital Programs End date 5/21/17, Interim VP Operations Start Date 5/22/17$207,031$0$0$0$301$0$26,567$0$25,283$0$259,182$0$0$0
George A Hibbard
Associate Treasurer - End Date 6/12/17$174,505$0$0$0$4,848$0$20,805$0$126$0$200,284$0$0$0
Linda M Abriola
Professor of Engineering$277,214$0$0$0$1,898$0$33,825$0$83,513$0$396,450$0$0$0
Harris A Berman
Dean Medical School$463,221$0$0$0$4,079$0$33,825$0$25,983$0$527,107$0$0$0
James M Glaser
Dean Arts & Sciences$349,189$0$0$0$1,605$0$33,825$0$76,691$0$461,310$0$0$0
Naomi Rosenberg
Dean Sackler School$269,805$0$0$0$3,460$0$33,825$0$18,928$0$326,017$0$0$0
Deborah T Kochevar
Dean Cummings School$269,610$0$0$0$1,806$0$33,825$0$20,443$0$325,684$0$0$0
Jianmin Qu
Dean of Engineering$374,401$0$0$0$1,721$0$33,825$0$20,582$0$430,529$0$0$0
Huw Thomas
Dean Dental School$406,131$0$0$0$5,555$0$33,825$0$14,277$0$459,787$0$0$0
Sally Dungan
Chief Investment Officer$378,065$0$190,456$0$2,693$0$72,807$0$77,272$0$721,292$0$150,892$0
Dariush Mozaffarian
Dean Friedman School$401,687$0$0$0$652$0$33,825$0$26,022$0$462,186$0$0$0
James Stavridis
Dean Fletcher School$367,433$0$0$0$2,526$0$33,825$0$2,135$0$405,920$0$0$0
Maria Papageorge
Professor & Chair$247,954$0$382,392$0$1,580$0$31,476$0$25,205$0$688,607$0$0$0
Renee R Nadler
Director of Investments$276,743$0$111,686$0$1,223$0$56,611$0$22,789$0$469,052$0$88,555$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 2016, TWO OFFICERS, ONE KEY-EMPLOYEE, AND ONE OF THE TOP-5 HIGH- COMPENSATED EMPLOYEES TRAVELED USING SUCH AIRLINE ACCOMODATIONS, THE VALUE OF WHICH WAS NOT INCLUDED IN THEIR TAXABLE COMPENSATION AS THIS ACTIVITY WAS A BUSINESS EXPENSE.
Schedule J, Part I, Line 1a Travel for companionsTHE PRESIDENT AND THE DEAN OF THE FLETCHER SCHOOL TRAVEL FOR UNIVERSITY BUSINESS WITH THEIR SPOUSES ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2016, THREE OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D).
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDES HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. IN ADDITION, THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $190,456 IN 2016. RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $111,686 IN 2016. FOR ALL INDIVIDUALS PARTICIPATING IN THE INCENTIVE COMPENSATION PLAN THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING THREE YEARS WHICH ALLOW FOR 50% IN YEAR ONE AND 25% FOR YEARS TWO AND THREE. THE ACTUAL INCENTIVE PAYOUTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND AMOUNTS PAID TO THESE INDIVIDUALS ARE FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 6(a) AND LINE 7.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationDR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATES (TDA), WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2016, INCENTIVE PAYMENTS TOTALED $382,392 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE.
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organizationSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. PURSUANT TO THE PLAN DESCRIBED ON LINE 4(B) ABOVE, A CURRENT YEAR FIXED-PORTION PAYOUT OF $113,169 WAS MADE IN AUGUST 2016. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. PURSUANT TO THE PLAN DESCRIBED ON LINE 4(B) ABOVE, A CURRENT YEAR FIXED-PORTION PAYOUT OF $66,416 WAS MADE IN AUGUST 2016. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J, Part I, Line 7 Non-fixed paymentsSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A NONDISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $76,705 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A NONDISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $44,925 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionThe Provost is serving under his initial contract.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$2,200,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$16,265,000$63,110,000$83,830,604$0$0$0$731,604$0$0$83,099,000$0$0falsefalseYes (true)Yes (true)2010
C$2,200,000$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
D$3,600,000$27,900,000$27,900,000Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE BANK AND B
AfalseYes (true)Yes (true)Yes (true)10.0Yes (true)falsefalseDeutsche Bank and Bank of AmericafalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalseYes (true)
(no name)
DfalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE KMULTIPLE SCHEDULES ARE ATTACHED
Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT)RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM.
Schedule K, Part I, Column (c) CUSIP #MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP
Schedule K, Part II, Line 3 COLUMN BTHE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND
Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGSTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA Series P
A04343181457583r7l32011-02-08$50,532,192REFUND ISSUE DATED 04/03/2001falsefalsefalse
MDFA SERIES Q
B04343181457583U4K12015-02-26$78,544,431REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITYfalsefalsefalse
MDFA SERIES (MASTER LEASE AGRMNT)
C0434318142015-03-17$28,000,000CONSTRUCT FACILITYfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$50,532,192$532,192$50,000,000Yes (true)falseYes (true)Yes (true)
B$78,544,431$728,677$6,587,622falseYes (true)falseYes (true)$65,527,552$5,700,5802016
C$28,000,000$66,569falsefalsefalseYes (true)$27,933,4312016

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdEngage Bond Counsel ResearchEngageBondCounselResearchIndTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AYes (true)0.0
BYes (true)0.0falsefalseYes (true)Yes (true)Yes (true)0.00.0falsefalseYes (true)
C0.0falsefalsefalsefalse0.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MORTON B ROSENBERG
SPOUSE OF CURRENT KEY EMPLOYEE$217,381EMPLOYMENTfalse
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$638,397INVESTMENT MANAGEMENT SERVICESfalse
ZOIA MONACO
SPOUSE OF PRESIDENT$11,843EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$521,270NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,992NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$23,151NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$31,882NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution206ContributionCnt
Noncash Contributions Rpt F990$9,590,012NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$68,970NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$34,744NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment9$375,419Market value
Yes (X)Gift Certificate1$80Market value
Yes (X)Dinner Events and Meetings18$171,115Market value
Yes (X)Software1$3,398Market value
Yes (X)Contribution Portion from the SMFA Art Sale425$470,547Market value
FieldValueIRS element (for citing)
Form8283 Received21Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSTUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES THE ACCOUNTING PROCESS FOR VOLUNTEERS IS QUITE FRAGMENTED. AT THIS TIME, WITHOUT A CENTRALIZED COUNTING MECHANISM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS NO WAY TO ACCURATELY TRACK OR ESTIMATE THE ACTUAL NUMBER OF UNIVERSITY VOLUNTEERS.
Form 990, Part III, Line 1Tufts University is a student-centered research university dedicated to the creation and application of knowledge. With over 11,000 full-time students from 115 countries we are committed to providing transformative experiences for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES PER W-3THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 12,311 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2016. THIS AMOUNT INCLUDES FULL-TIME STAFF, FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJOHN BELLO AND DANIEL J. DOHERTY III - Business relationship, BRIAN KAVOOGIAN AND THOMAS M. ALPERIN - Business relationship, THOMAS M. ALPERIN, BRIAN KAVOOGIAN AND DANIEL J. DOHERTY III - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, VIA THE EXECUTIVE VP OR SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED WILLIS TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2017 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesFOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS OUR HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER PAY. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS.
Form 990, Part VI, Line 19 Required documents available to the publicTRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU.
Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLESMICHAEL BAENEN - SERVES AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesConsolidated Entities Revenue - 1227840; Cumulative Effect of Accounting Change SFAS 158 - 15760740; Change in split Interest Agreement - 1317866; Change in fair value of interest rate agreements - 21190307; Investment in Tufts Shared Services, Inc. F/K/A T-NEMC - -1006230;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$0$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$3,758,577$2,896,888TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA-$30,583$0TRUSTEES OF TUFTS COLLEGE
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREETSOMERVILLEMA02144800754011HEALTH AND WELLNESS SERVICESMA$0$0TRUSTEES OF TUFTS COLLEGE
TAS Operations LLC
149 New Sweden RoadWoodstockCT06281042103634Veterinary ServicesCT$145,896$0Trustees of Tufts College

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
WALNUT HILL PROPERTIES CORP
PO BOX 53 TRUSTEES OF TUFTS COLLEGEMEDFORDMA02153043419100REAL ESTATE MANAGEMENTMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SERVICESMA501(c)(3)Type III-FITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(c)(3)10TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALSMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(c)(9)TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS GLOBAL INC
169 HOLLAND STREETSOMERVILLEMA02144474543971FOREIGN OPERATIONS SUPPORT ORGANIZATIONMA501(c)(3)Type ITRUSTEES OF TUFTS COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC Corporation-$2,057$48,1981Yes (true)
PERPETUAL TRUSTS - 8
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
CHARITABLE REMAINDER UNITRUSTS - 31
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
D$10,200,000FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,106,458FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$158,260FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
D$308,977FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
L$459,411FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
S$639,722FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$459,000FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,420,000FAIR MARKET VALUE
TUFTS GLOBAL INC
R$602,307FAIR MARKET VALUE
TUFTS UNIVERSITY POST-RETIREMENT PLAN
R$223,125FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

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

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Trustees of Tufts College
169 Holland Street Attn Tax DeptSomervilleMA02144042103634Yes (X)$0$552,156$552,156$985,413,279$985,965,435$1,000,000$250,000$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$586,331$586,331$112,950$28,237$0$0$0
TUFTS HEALTH CARE INSTITUTE
705 MOUNT AUBURN STREETWATERTOWNMA02472043289926$0$0$0$2,937,995$2,937,995$296,900$74,225$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON STREET BOX 821BOSTONMA02111237000827$0$0$0$27,689,665$27,689,665$1,000,000$250,000$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$9,526,016$9,526,016$626,301$156,575$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$2,864,243$2,864,243$293,212$73,303$0$0$0
TUFTS GLOBAL INC
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144474543971$0$0$0$504,339$504,339$100,651$25,163$0$0$0