2018-05-09T15:01:38-05:00 2017-06-30 990 2016-07-01 042103634 Trustees of Tufts College TRUS 6176273264 169 Holland Street Attn Tax Dept Somerville MA 02144 Thomas S McGurty VP FINANCE & TREASURER 2018-05-09 2016 2022-09-23 18:48:47Z Tufts University Anthony P Monaco 169 Holland Street Attn Tax Dept Somerville MA 02144 2062724601 false X www.tufts.edu X 1852 MA Education and Research 40 38 12311 2332283 -697033 260031001 301997211 655896890 692935852 19009433 39253256 1924589 1905201 936861913 1036091520 155103727 163645547 0 498199268 539699016 1247047 1856199 24393615 302543044 305158288 957093086 1010359050 -20231173 25732470 3147235018 3483123623 1005352501 1074174204 2141882517 2408949419 SEE SCHEDULE O false false 500218671 142095915 525686795 INSTRUCTION - DURING THE 2016-2017 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,361 UNDERGRADUATE, 1,398 GRADUATE, 525 PROFESSIONAL AND 194 CERTIFICATE. 305431368 21549632 102027095 RESEARCH -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. 63155144 62242474 AUXILLIARY 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. 868805183 true true false true false false false true true true true true false false true true false true true true true true true true true false false true true true true false false false false false false false false true true true true false false true true true true true false true 2584 0 true 12311 true true true true CI ET FR GH GM HK SP UG UK KE false false false true true false false false false X 40 38 true false false false false false false true true false true true true true true true true true true true false CA LA MA ND OK MT WV X Thomas S McGurty VP FinTreasurer 6176273264 169 Holland Street Somerville MA 02144 Anthony P Monaco Trustee & University President 60.0 1.0 X X 981189 0 145059 William R O'Reilly Jr Trustee - Vice Chair 3.0 0 X X 0 0 0 Jonathan M Tisch Trustee - Vice Chair 3.0 0 X X 0 0 0 Jeannie H Diefenderfer Trustee - End Date 11/5/16, Trustee - Vice Chair - Start Date 11/5/16 3.0 0 X X 0 0 0 Peter R Dolan Trustee - Vice Chair & Chair Designate 3.0 0 X X 0 0 0 Thomas M Alperin Charter Trustee 3.0 0 X 0 0 0 Dina A Al-Tayeb Trustee - Start Date 11/5/16 3.0 0 X 0 0 0 John J Bello Trustee 3.0 0 X 0 0 0 Robert R Bendetson Trustee 3.0 0 X 0 0 0 Betsy Busch Trustee 3.0 0 X 0 0 0 Elizabeth Cochary Gross Trustee 3.0 0 X 0 0 0 John H deJong Trustee 3.0 0 X 0 0 0 Daniel J Doherty III Trustee 3.0 0 X 0 0 0 E Michael Fung Trustee 3.0 0 X 0 0 0 Laurie A Gabriel Trustee 3.0 0 X 0 0 0 Steven M Galbraith Trustee 3.0 0 X 0 0 0 Steven A Goldstein Trustee 3.0 0 X 0 0 0 Michael S Gordon Trustee 3.0 0 X 0 0 0 Bruce D Grossman Trustee 3.0 0 X 0 0 0 Diane S Hessan Trustee 3.0 0 X 0 0 0 Varney J Hintlian Trustee 3.0 0 X 0 0 0 Deborah R Jospin Trustee 3.0 0 X 0 0 0 Peter H Kamin Trustee 3.0 0 X 0 0 0 Steven E Karol Trustee 3.0 0 X 0 0 0 Michael A Karsch Trustee - Start Date 11/5/16 3.0 0 X 0 0 0 Brian H Kavoogian Trustee 3.0 0 X 0 0 0 Jeffrey B Kindler Trustee - End Date 11/5/16 3.0 0 X 0 0 0 Debra S Knez Trustee 3.0 0 X 0 0 0 Ellen J Kullman Trustee - End Date 11/5/16 3.0 0 X 0 0 0 Diana V Lopez Trustee 3.0 0 X 0 0 0 Ioannis Miaoulis Trustee - End Date 11/5/16 3.0 0 X 0 0 0 Jeffrey M Moslow Trustee 3.0 1.0 X 0 0 0 Elyse A Newhouse Trustee 3.0 0 X 0 0 0 Kathleen O'Loughlin Trustee - End Date 11/5/16 3.0 0 X 0 0 0 David B Rone Trustee 3.0 0 X 0 0 0 Hugh R Roome III Trustee 3.0 0 X 0 0 0 Andrew Safran Trustee - End Date 11/5/16 3.0 0 X 0 0 0 Ankur A Sahu Trustee - Start Date 11/5/16 3.0 0 X 0 0 0 Janis A Savin-Williams Trustee 3.0 0 X 0 0 0 Neal B Shapiro Trustee 3.0 0 X 0 0 0 Tina H Surh Trustee 3.0 0 X 0 0 0 Kalahn Taylor-Clark Trustee - Start Date 11/5/16 3.0 0 X 0 0 0 Teri C Volpert Trustee 3.0 0 X 0 0 0 Gloria E White-Hammond Trustee 3.0 0 X 0 0 0 James J Wong Trustee 3.0 0 X 0 0 0 Patricia L Campbell Executive VP 40.0 0.3 X 521105 0 61131 Mary R Jeka VP - University Relations 40.0 0 X 375940 0 57916 David R Harris Provost & Sr VP 40.0 0 X 544363 0 102435 Thomas S McGurty VP - Finance & Treasurer 40.0 3.0 X 395221 0 75125 David J Kahle VP - Information Technology, CIO 40.0 0 X 312517 0 69203 Julien C Carter VP - Human Resources 40.0 0.3 X 297332 0 67397 Christine C Sanni VP - Communications & Marketing 40.0 0 X 261403 0 57997 Michael A Baenen See Schedule O for Title 40.0 0 X 177590 0 34093 Paul J Tringale Secretary of Corporation 40.0 0 X 151539 0 24884 Eric C Johnson VP - University Advancement 40.0 0 X 414982 0 72619 Linda Snyder VP - Operations - End Date 6/30/17 40.0 2.0 X 297927 0 59896 Elizabeth Mcclain Associate Treasurer - Start Date 6/12/17 40.0 0 X 0 0 0 Barbara Stein Director of Capital Programs End date 5/21/17, Interim VP Operations Start Date 5/22/17 40.0 0 X 207332 0 51850 George A Hibbard Associate Treasurer - End Date 6/12/17 40.0 0.3 X 179353 0 20931 Harris A Berman Dean Medical School 40.0 2.0 X 467300 0 59808 James M Glaser Dean Arts & Sciences 40.0 0 X 350794 0 110516 Naomi Rosenberg Dean Sackler School 40.0 0 X 273264 0 52753 Deborah T Kochevar Dean Cummings School 40.0 1.0 X 271416 0 54268 Jianmin Qu Dean of Engineering 40.0 0 X 376122 0 54407 Huw Thomas Dean Dental School 40.0 0 X 411686 0 48102 Sally Dungan Chief Investment Officer 40.0 5.0 X 571213 0 150079 Dariush Mozaffarian Dean Friedman School 40.0 0 X 402339 0 59847 James Stavridis Dean Fletcher School 40.0 0 X 369960 0 35960 Maria Papageorge Professor & Chair 40.0 0 X 631926 0 56681 Renee R Nadler Director of Investments 40.0 0 X 389652 0 79401 Linda M Abriola Professor of Engineering 40.0 0 X 279112 0 117338 9912575 0 1779695 1087 true true true TURNER CONSTRUCTION CO TWO SEAPORT LANE 2ND FL BOSTON MA 02210 CONSTRUCTION 41485218 O'CONNOR CONSTRUCTORS INC 45 INDUSTRIAL DRIVE CANTON MA 02021 CONSTRUCTION 22273193 Columbia Construction Co 100 Riverpark Drive North Reading MA 01864 CONSTRUCTION 12652732 C&W FACILITY SERVICES 4002 SOLUTIONS CENTER CHICAGO IL 606774000 CLEANING 10707908 Elaine Construction Co Inc 1037 Chestnut Street Newton Upper Falls MA 02464 CONSTRUCTION 8625251 290 714123 155047785 146235303 11295580 301997211 INSTRUCTION 900099 525686795 525686795 CLINICAL AND OTHER EDUCATION 541900 104413350 102027095 2386255 AUXILLIARY ENTERPRISES 900099 62835707 62242474 593233 0 0 0 0 692935852 6082518 6082518 2993984 2993984 1930332 2883498 -953166 0 -953166 -953166 1056912302 1023094359 33817943 0 33170738 -647205 33817943 519607 714123 655224 -135617 -135617 0 0 0 0 0 1036091520 689956364 2332283 41805662 17022440 17022440 139301143 139301143 7321964 7321964 8724811 2690890 5305857 728064 229628 229628 424673944 351647431 59549573 13476940 30099512 24157298 4887402 1054812 51014224 41304959 7499105 2210160 24956897 19787279 4291686 877932 6057273 4255327 1797543 4403 494950 494950 552156 552156 1856199 1856199 1986541 1986541 45820784 36238773 10014676 -432665 1017152 789721 215205 12226 60097436 50098696 7903168 2095572 10817756 2676436 7868697 272623 5908061 5908061 39104795 37788549 938907 377339 15137280 14047178 757918 332184 6210173 4423149 1074270 712754 21591329 20859490 518281 213558 50826578 49103807 1220050 502721 BOOKS, PERIODICALS & MEDIA 13173183 12991835 88308 93040 SUBSIDIARY EXPENSE-TVETS 9488582 9488582 EQUIPMENT PURCHASES 8072702 7896049 175613 1040 GOODS AND SERVICES 6274128 6254229 15311 4588 2527429 2522269 5035 125 1010359050 868805183 117160252 24393615 70836874 35930062 60616565 77390994 10093247 13154704 0 0 0 50022096 46879016 441491 1055794 6420296 1707647 1766613767 746092222 944818755 1020521545 287653010 460183299 1583863320 1691601709 28812752 31505425 103656612 103193428 3147235018 3483123623 153682248 149260772 81681210 59561005 639406592 768405222 3081882 3284099 127500569 93663106 1005352501 1074174204 X 1105481783 1247634680 424925840 506797646 611474894 654517093 2141882517 2408949419 3147235018 3483123623 X 25732470 202843909 38490523 X false true X true true true X 209152025 242625216 227337686 260031001 301578645 1240724573 0 0 209152025 242625216 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594976397 F Other Investments 9629711 F Common Trust Equity Index Funds 342963658 F Private Equities 419667516 F Real Estate 139538629 F Funds Held Under Bond Agreements 308 F UNSETTLED INVESTMENTS 0 F Natural Resources 123596453 F Non-Marketable Credit 61229037 F 1691601709 Unfunded Status of Post Retirement Plan 0 Interest Rate Agreements 67085216 Government Advances 26577890 93663106 X 1114167076 202843908 -126411700 76432208 1037734868 -1643348 -1643348 1036091520 847100174 -19839157 -19839157 866939331 143419719 143419719 1010359050 Schedule D, Part XI FINANCIAL STATEMENTS THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. Schedule D, Part III, Line 4 Collections of art - description of collections THE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS PRIMARILY INCLUDE ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH. Schedule D, Part IV, Line 2b Explanation of escrow agreement TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. Schedule D, Part V, Line 4 Intended uses of endowment funds THE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 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 990 Consolidated 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 statements Rental 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 990 Rental 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 statements Consolidated entites expenses - 2487199 Tuition discount - XXX-XX-XXXX true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY AS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA AND NASA. true Europe (Including Iceland and Greenland) 5 5 Program Services STUDY-ABROAD EDUCATION PROGRAM 3641636 East Asia and the Pacific 3 2 Program Services STUDY-ABROAD EDUCATION PROGRAM 548795 South America 1 1 Program Services STUDY-ABROAD EDUCATION PROGRAM 341137 Sub-Saharan Africa 1 2 Program Services STUDY-ABROAD EDUCATION PROGRAM 244140 Central America and the Caribbean 0 0 Grantmaking 1744 East Asia and the Pacific 0 0 Grantmaking 785554 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1250176 Middle East and North Africa 0 0 Grantmaking 235893 North America (Canada & Mexico only) 0 0 Grantmaking 106477 Russia and Neighboring States 0 0 Grantmaking 101012 South America 0 0 Grantmaking 247606 South Asia 0 0 Grantmaking 778786 Sub-Saharan Africa 0 0 Grantmaking 3814715 Central America and the Caribbean 0 0 Investments 500940000 Europe (Including Iceland and Greenland) 0 0 Investments 44031000 North America (Canada & Mexico only) 0 0 Investments 12525000 Sub-Saharan Africa 0 0 Investments 3724000 Central America and the Caribbean 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 41241 East Asia and the Pacific 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 163562 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 239585 Middle East and North Africa 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 176038 North America (Canada & Mexico only) 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 41321 Russia and Neighboring States 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 42872 South America 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 20213 South Asia 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 47532 Sub-Saharan Africa 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 109042 East Asia and the Pacific 0 0 Fundraising 429 Europe (Including Iceland and Greenland) 0 0 Fundraising 2911 10 10 0 0 10 10 569593671 4608746 574202417 Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 152909 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 590056 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 81641 CHECK South Asia SUBCONTRACT RESEARCH GRANT 85252 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 162133 WIRE South Asia SUBCONTRACT RESEARCH GRANT 250803 WIRE Middle East and North Africa SUBCONTRACT RESEARCH GRANT 154015 CHECK/WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 65262 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 170164 ELECTRONIC FUNDS TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 18442 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 62342 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 59110 WIRE South America SUBCONTRACT RESEARCH GRANT 159642 WIRE South Asia SUBCONTRACT RESEARCH GRANT 23375 WIRE North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 87016 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 121360 CHECK/WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 62974 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 57813 WIRE South America SUBCONTRACT RESEARCH GRANT 19283 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 20688 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 72114 ELECTRONIC FUNDS TRANSFER/WIRE South Asia SUBCONTRACT RESEARCH GRANT 141536 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 129772 WIRE Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 63642 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 30404 CHECK/WIRE South Asia INTERNATIONAL PROGRAM ADVANCES 5566 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 13236 WIRE Sub-Saharan Africa INTERNATIONAL PROGRAM ADVANCES 92796 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 32400 CHECK Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 695511 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 16436 CHECK/WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 220717 CHECK Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 11701 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 34125 WIRE Sub-Saharan Africa INTERNATIONAL PROGRAM ADVANCES 78827 WIRE Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 9290 WIRE South Asia SUBCONTRACT RESEARCH GRANT 24000 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 133029 WIRE Sub-Saharan Africa INTERNATIONAL PROGRAM ADVANCES 172714 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 15159 WIRE East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 45000 WIRE Sub-Saharan Africa INTERNATIONAL PROGRAM ADVANCES 94092 WIRE 40 2 Fellowships East Asia and the Pacific 1 4100 CHECK Fellowships South Asia 1 3400 ELECTRONIC FUNDS TRANSFER Fellowships Sub-Saharan Africa 3 35809 CHECK/WIRE Int'l Program Advances Sub-Saharan Africa 14 692691 ELECTRONIC FUNDS TRANSFER/WIRE Scholarships Central America and the Caribbean 1 1744 CHECK Scholarships East Asia and the Pacific 23 154781 CHECK Scholarships Europe (Including Iceland and Greenland) 36 485865 CHECK/WIRE Scholarships Middle East and North Africa 4 47674 CHECK Scholarships North America (Canada & Mexico only) 3 15407 CHECK Scholarships Russia and Neighboring States 17 101012 CHECK Scholarships South America 5 68681 CHECK Scholarships South Asia 26 235142 CHECK/ELECTRONIC FUNDS TRANSFER Scholarships Sub-Saharan Africa 30 440560 CHECK/WIRE Student Prizes East Asia and the Pacific 12 15980 CHECK Student Prizes Europe (Including Iceland and Greenland) 4 4119 CHECK Student Prizes North America (Canada & Mexico only) 3 4054 CHECK Student Prizes South Asia 3 6713 CHECK/WIRE Student Prizes Sub-Saharan Africa 3 2335 CHECK Student Stipends Europe (Including Iceland and Greenland) 1 1000 CHECK Student Stipends South Asia 6 3000 WIRE Subcontract Research Grant East Asia and the Pacific 1 85166 WIRE Subcontract Research Grant Europe (Including Iceland and Greenland) 1 41879 WIRE Subcontract Research Grant Middle East and North Africa 1 34204 WIRE Subcontract Research Grant Sub-Saharan Africa 2 300301 WIRE true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. X X X X X X X true RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUND VENDOR false 888174 550709 337465 MARTS & LUNDY INC 1200 WALL STREET WEST LYNDHURST NJ 07071 STRATEGY CONSULTING false 49035 -49035 888174 599744 288430 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY School of the Museum of Fine Arts at Tufts Art Sale 919536 439589 479947 0 14193 531039 School of the Museum of Fine Arts at Tufts Medal Award Gala 314194 274534 39660 800 75101 34091 0 1233730 714123 519607 800 89294 565130 655224 -135617 true 100 Mile Club 2191 5th St 211 Novco CA 92860 208425786 501(C)(3) 323492 SUBCONTRACT GRANT AWARD ACDIVOCA 50 F Street NW Ste 1075 Washington DC 20001 520811461 501(C)(3) 126779 SUBCONTRACT GRANT AWARD Aerogel Technologies LLC 270 Dorchester Ave Boston MA 02127 264780499 FOR PROFIT 98293 SUBCONTRACT GRANT AWARD Animal Shelter Inc 17 Laurelwood Rd Sterling MA 01564 043236868 501(C)(3) 65250 SUBCONTRACT GRANT AWARD Arizona State University PO Box 876011 Tempe AZ 852876011 860196696 501(C)(3) 80027 SUBCONTRACT GRANT AWARD Arrow Systems Integration Inc PO Box 4869 Houston TX 77210 331009098 FOR PROFIT 301483 SUBCONTRACT GRANT AWARD Azzur Group LLC 726 Fitzwatertown Rd Ste 6 Willow Grove PA 19090 472703312 FOR PROFIT 15955 SUBCONTRACT GRANT AWARD Baystate Medical Center PO Box 414168 Boston MA 022414168 042790311 501(C)(3) 14784 SUBCONTRACT GRANT AWARD Beckman Research Inst ofthe City of Hope 1500 E Duarte Rd Duarte CA 91010 953432210 501(C)(3) 166640 SUBCONTRACT GRANT AWARD Beth Israel Deaconess Medical Center 330 Brookline Ave Boston MA 02215 042103881 501(C)(3) 257569 SUBCONTRACT GRANT AWARD Boston Medical Center 660 Harrison Ave Boston MA 02118 043314093 501(C)(3) 41244 SUBCONTRACT GRANT AWARD Boston Public Health Commission 1010 Massachusetts Ave 6th fl Boston MA 02118 043316655 501(C)(3) 6942 SUBCONTRACT GRANT AWARD Boston University PO Box 28763 New York NY 100878763 042103547 501(C)(3) 352218 SUBCONTRACT GRANT AWARD Brandeis University PO Box 549110 Waltham MA 024549110 042103552 501(C)(3) 112632 SUBCONTRACT GRANT AWARD Bridgewater State University 131 Summer St Bridgewater MA 02325 043010428 501(C)(3) 19170 SUBCONTRACT GRANT AWARD Brigham & Women's Hospital PO Box 3887 Boston MA 02241 042312909 501(C)(3) 313059 SUBCONTRACT GRANT AWARD Brown University PO Box 1911 Providence RI 02912 050258809 501(C)(3) 369537 SUBCONTRACT GRANT AWARD Bunker Hill Community College 250 New Rutherford Ave Boston MA 02129 046002284 501(C)(3) 10007 SUBCONTRACT GRANT AWARD California Institute of Technology 1200 E California Blvd Pasadena CA 91125 951643307 501(C)(3) 43816 SUBCONTRACT GRANT AWARD Chiann Fan Gibson 136 N Buckingham Dr Sugar Grove IL 60554 364427934 FOR PROFIT 12000 SUBCONTRACT GRANT AWARD Children's Hospital Boston PO Box 414413 Boston MA 02241 042774441 501(C)(3) 156181 SUBCONTRACT GRANT AWARD Chinese Progressive Association Inc 28 Ash St Boston MA 021111517 042631569 501(C)(3) 11256 SUBCONTRACT GRANT AWARD Trustees of Columbia University PO Box 29789 New York NY 10087 135598093 501(C)(3) 1033524 SUBCONTRACT GRANT AWARD Cornell University PO Box 22 Ithaca NY 148510022 150532082 501(C)(3) 19208 SUBCONTRACT GRANT AWARD Curious Learning 44 Walker St Cambridge MA 02138 471892766 501(C)(3) 99000 SUBCONTRACT GRANT AWARD Dana Farber Cancer Institute 450 Brookline Ave Boston MA 02215 042263040 501(C)(3) 26330 SUBCONTRACT GRANT AWARD Dartmouth College 11 Rope Ferry Rd 6210 Hanover NH 037551404 020222111 501(C)(3) 14219 SUBCONTRACT GRANT AWARD Design Urbanism Architectural LLC 299 Broadway Ste 1010 New York NY 100071952 861126424 FOR PROFIT 14163 SUBCONTRACT GRANT AWARD Dimagi Inc 585 Massachusetts Ave Ste 4 Cambridge MA 02139 830343298 FOR PROFIT 134510 SUBCONTRACT GRANT AWARD Duke University PO Box 602651 Charlotte NC 28260 560532129 501(C)(3) 38988 SUBCONTRACT GRANT AWARD East Carolina 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GRANT AWARD Hebrew Rehabilitation Center 1200 Center St Boston MA 02131 042104298 501(C)(3) 56875 SUBCONTRACT GRANT AWARD Heddamarie U T Hart 7150 N Durango Dr Ste 110 Las Vegas NV 89149 421716950 FOR PROFIT 8000 SUBCONTRACT GRANT AWARD Heifer International 1 World Ave Little Rock AR 72202 351019477 501(C)(3) 109190 SUBCONTRACT GRANT AWARD Helen Keller International Inc 352 Park Ave South Ste 1200 New York NY 10010 135562162 501(C)(3) 152182 SUBCONTRACT GRANT AWARD Fred Hutchinson Cancer Research Center PO Box 19024 Seattle WA 981091024 237156071 501(C)(3) 127011 SUBCONTRACT GRANT AWARD Institute for Nonprofit Practice 144 Gould St Ste 205 Needham MA 02494 471613050 501(C)(3) 22500 SUBCONTRACT GRANT AWARD Institute for Wildlife Studies PO Box 1104 Arcata CA 955181104 942612613 501(C)(3) 31407 SUBCONTRACT GRANT AWARD International Food Policy Research Institute 2033 K Street NW Washington DC 20006 521041632 501(C)(3) 39624 SUBCONTRACT GRANT AWARD International Nutrition Foundation 711 Washington Street Boston MA 02111 042761215 501(C)(3) 146901 SUBCONTRACT GRANT AWARD Jackson Lab 610 Main St Bar Harbor ME 04609 010211513 501(C)(3) 66980 SUBCONTRACT GRANT AWARD Johns Hopkins University 12529 Collections Center Dr Chicago IL 60693 520595110 501(C)(3) 661596 SUBCONTRACT GRANT AWARD KUMC Research Institute Inc 3901 Rainbow Blvd Kansas City KS 66160 481108830 501(C)(3) 25336 SUBCONTRACT GRANT AWARD Maine Medical Center 22 Bramhall St Portland ME 04102 010238552 501(C)(3) 243414 SUBCONTRACT GRANT AWARD Mass Eye and Ear Infirmary 243 Charles St Boston MA 02114 042103591 501(C)(3) 235196 SUBCONTRACT GRANT AWARD Mass General Hospital PO Box 3829 Boston MA 02241 042697983 501(C)(3) 355089 SUBCONTRACT GRANT AWARD Mass Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(C)(3) 722932 SUBCONTRACT GRANT AWARD Medical College of Wisconsin 8701 Watertown Plank Rd Milwaukee WI 53226 390806261 501(C)(3) 145915 SUBCONTRACT GRANT AWARD Metropolitan Area Planning Council 60 Temple Place Boston MA 02111 042472296 501(C)(3) 8372 SUBCONTRACT GRANT AWARD Montana State University PO Box 172470 Bozeman MT 597172470 816010045 501(C)(3) 50149 SUBCONTRACT GRANT AWARD New York Academy of Medicine 1216 Fifth Ave New york NY 10029 131656674 501(C)(3) 18385 SUBCONTRACT GRANT AWARD New York Medical College 40 Sunshine Cottage Rd Valhalla NY 10595 131099420 501(C)(3) 37116 SUBCONTRACT GRANT AWARD New York University PO Box 415026 Boston MA 022415026 135562308 501(C)(3) 72752 SUBCONTRACT GRANT AWARD Nobis Engineering Inc 18 Chenell Drive Concord NH 03301 020433409 FOR PROFIT 59029 SUBCONTRACT GRANT AWARD North Carolina State University Campus Box 7214 Raleigh NC 27695 566000756 501(C)(3) 13496 SUBCONTRACT GRANT AWARD Northeastern University 360 Huntington Ave Boston MA 02115 041679980 501(C)(3) 139677 SUBCONTRACT GRANT AWARD Northwestern University 633 Clark St Rm G-547 Evanston IL 602081112 362167817 501(C)(3) 75116 SUBCONTRACT GRANT AWARD Ohio State University Research Foundation 1960 Kenny Rd Columbus OH 432101063 316401599 501(C)(3) 11861 SUBCONTRACT GRANT AWARD Oracle America Inc PO Box 203448 Dallas TX 753203448 942805249 FOR PROFIT 21407 SUBCONTRACT GRANT AWARD Oregon State University 312 Kerr Administration Bldg Corvallis OR 973312140 936001786 501(C)(3) 9095 SUBCONTRACT GRANT AWARD Parlance Corp 400 W Cummings Pk Ste 200 Woburn MA 01801 043334185 FOR PROFIT 39600 SUBCONTRACT GRANT AWARD Pine Manor College 400 Heath St Chestnut Hill MA 02467 042321292 501(C)(3) 14840 SUBCONTRACT GRANT AWARD Princeton University 701 Carnegie Center Ste 443 Princeton NJ 08540 210634501 501(C)(3) 44211 SUBCONTRACT GRANT AWARD Purdue University 23510 Network Pl Chicago IL 60673 356002041 501(C)(3) 57999 SUBCONTRACT GRANT AWARD RAND Corporation PO Box 2138 Santa Monica CA 904072138 951958142 501(C)(3) 117820 SUBCONTRACT GRANT AWARD Regents of the University of Michigan Box 223131 Pittsburgh PA 152512131 386006309 501(C)(3) 132979 SUBCONTRACT GRANT AWARD Rensselaer Polytechnic Institute 110 8th St Troy NY 121803500 141340095 501(C)(3) 490468 SUBCONTRACT GRANT AWARD Research Foundation for the State University of New York PO Box 9 Albany NY 122010009 141368361 501(C)(3) 8451 SUBCONTRACT GRANT AWARD Rowan University 201 Mullica Hill Rd Glassboro NJ 08028 222764819 501(C)(3) 18965 SUBCONTRACT GRANT AWARD Save the Children 54 Wilton Rd Westport CT 06880 060726487 501(C)(3) 58214 SUBCONTRACT GRANT AWARD Seven Hills Foundation 81 Hope Ave Worcester MA 01603 043293659 501(C)(3) 8600 SUBCONTRACT GRANT AWARD Somerville Trans Equity Partnership Inc 51 Mt Vernon Street Somerville MA 02145 201875025 501(C)(3) 27341 SUBCONTRACT GRANT AWARD St Jude Children's Research Hospital PO Box 1000 Dept 949 Memphis TN 38148 620646012 501(C)(3) 25878 SUBCONTRACT GRANT AWARD Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(C)(3) 35731 SUBCONTRACT GRANT AWARD Synaptic Research LLC 1448 South Rolling Road Baltimore MD 21227 205487221 FOR PROFIT 137543 SUBCONTRACT GRANT AWARD TBMS 1600 Boston-Providence Hwy Walpole MA 02081 593828470 FOR PROFIT 34200 SUBCONTRACT GRANT AWARD Technical Education Research Center Inc 2067 Massachusetts Ave Cambridge MA 02140 046134355 501(C)(3) 176746 SUBCONTRACT GRANT AWARD Texas A&M University 400 Harvey Mitchell Pkwy S Ste 300 College Station TX 77845 746000531 501(C)(3) 107400 SUBCONTRACT GRANT AWARD Think3d 3 Barrymore Road Hanover NH 03755 461019559 FOR PROFIT 94071 SUBCONTRACT GRANT AWARD Tufts Medical Center 750 Washington St Boston MA 02111 043400617 501(C)(3) 4233537 SUBCONTRACT GRANT AWARD Tunxis Community College 271 Scott Swamp Rd Farmington CT 06032 066268897 501(C)(3) 186338 SUBCONTRACT GRANT AWARD Tuskegee University 1200 W Montgomery Rd Tuskegee Inst AL 36088 630288878 501(C)(3) 11224 SUBCONTRACT GRANT AWARD UMass Memorial Medical Center Inc 55 Lake Ave North Worcester MA 01655 043358564 501(C)(3) 27286 SUBCONTRACT GRANT AWARD UMDC Diagnostic Clinic PO Box 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Campus Road Athens GA 30602 586001998 501(C)(3) 69218 SUBCONTRACT GRANT AWARD University of Illinois 28392 Network Place Chicago IL 606731283 376000511 501(C)(3) 80144 SUBCONTRACT GRANT AWARD University of Massachusetts 100 Morrissey Blvd Boston MA 02125 043167352 501(C)(3) 63225 SUBCONTRACT GRANT AWARD University of Missouri PO Box 806010 Kansas City MO 64106 436003859 501(C)(3) 45026 SUBCONTRACT GRANT AWARD University of Northern Iowa Office of Business Operations Cedar Falls IA 50614 426004333 501(C)(3) 5324 SUBCONTRACT GRANT AWARD Trustees of the University of Pennsylvania PO Box 785541 Philadelphia PA 19178 231352685 501(C)(3) 5070 SUBCONTRACT GRANT AWARD University of Pittsburgh PO Box 371220 Pittsburgh PA 152517220 250965591 501(C)(3) 75579 SUBCONTRACT GRANT AWARD University of Southern California Sponsored Projects Accounting Los Angeles CA 90089 951642394 501(C)(3) 6492 SUBCONTRACT GRANT AWARD University of Texas PO Box 301418 Dallas TX 753031418 741761309 501(C)(3) 61255 SUBCONTRACT GRANT AWARD University of Washington 12455 Collections Dr Chicago IL 60693 916001537 501(C)(3) 108013 SUBCONTRACT GRANT AWARD Washington State University PO Box 641025 Pullman WA 991641025 916001108 501(C)(3) 26359 SUBCONTRACT GRANT AWARD Washington University 700 Rosedale Ave St Louis MO 63112 430653611 501(C)(3) 169709 SUBCONTRACT GRANT AWARD Weill Medical College of Cornell University 575 Lexington Ave 9th Fl New York NY 10022 131623978 501(C)(3) 48156 SUBCONTRACT GRANT AWARD Yeshiva University 1300 Morris Park Ave Bronx NY 10461 131624225 501(C)(3) 25867 SUBCONTRACT GRANT AWARD 99 14 SCHOLARSHIPS 5779 135467972 FELLOWSHIPS 499 2366064 STUDENT PRIZES 659 745217 STUDENT STIPENDS 312 721890 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. X X X X X true true X X X X X false true false true false true false true true true Anthony P Monaco Trustee & University President 848509 0 0 0 132680 0 51825 0 93234 0 1126248 0 0 0 Patricia L Campbell Executive VP 513980 0 0 0 7125 0 51825 0 9306 0 582235 0 0 0 Mary R Jeka VP - University Relations 370201 0 0 0 5739 0 48718 0 9198 0 433855 0 0 0 David R Harris Provost & Sr VP 543457 0 0 0 906 0 51825 0 50610 0 646798 0 0 0 Thomas S McGurty VP - Finance & Treasurer 392422 0 0 0 2800 0 51825 0 23300 0 470347 0 0 0 David J Kahle VP - Information Technology, CIO 311877 0 0 0 640 0 42275 0 26928 0 381720 0 0 0 Julien C Carter VP - Human Resources 284855 0 0 0 12476 0 40065 0 27332 0 364729 0 0 0 Christine C Sanni VP - Communications & Marketing 233773 0 0 0 27630 0 33825 0 24172 0 319400 0 0 0 Michael A Baenen See Schedule O for Title 176901 0 0 0 689 0 21517 0 12576 0 211682 0 0 0 Paul J Tringale Secretary of Corporation 150979 0 0 0 560 0 17772 0 7112 0 176423 0 0 0 Eric C Johnson VP - University Advancement 413063 0 0 0 1920 0 51825 0 20794 0 487601 0 0 0 Linda Snyder VP - Operations - End Date 6/30/17 281329 0 0 0 16598 0 39075 0 20821 0 357822 0 0 0 Barbara Stein Director of Capital Programs End date 5/21/17, Interim VP Operations Start Date 5/22/17 207031 0 0 0 301 0 26567 0 25283 0 259182 0 0 0 George A Hibbard Associate Treasurer - End Date 6/12/17 174505 0 0 0 4848 0 20805 0 126 0 200284 0 0 0 Linda M Abriola Professor of Engineering 277214 0 0 0 1898 0 33825 0 83513 0 396450 0 0 0 Harris A Berman Dean Medical School 463221 0 0 0 4079 0 33825 0 25983 0 527107 0 0 0 James M Glaser Dean Arts & Sciences 349189 0 0 0 1605 0 33825 0 76691 0 461310 0 0 0 Naomi Rosenberg Dean Sackler School 269805 0 0 0 3460 0 33825 0 18928 0 326017 0 0 0 Deborah T Kochevar Dean Cummings School 269610 0 0 0 1806 0 33825 0 20443 0 325684 0 0 0 Jianmin Qu Dean of Engineering 374401 0 0 0 1721 0 33825 0 20582 0 430529 0 0 0 Huw Thomas Dean Dental School 406131 0 0 0 5555 0 33825 0 14277 0 459787 0 0 0 Sally Dungan Chief Investment Officer 378065 0 190456 0 2693 0 72807 0 77272 0 721292 0 150892 0 Dariush Mozaffarian Dean Friedman School 401687 0 0 0 652 0 33825 0 26022 0 462186 0 0 0 James Stavridis Dean Fletcher School 367433 0 0 0 2526 0 33825 0 2135 0 405920 0 0 0 Maria Papageorge Professor & Chair 247954 0 382392 0 1580 0 31476 0 25205 0 688607 0 0 0 Renee R Nadler Director of Investments 276743 0 111686 0 1223 0 56611 0 22789 0 469052 0 88555 0 Schedule J, Part I, Line 1a First-class or charter travel VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 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 companions THE 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 payments THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 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 use AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. IN ADDITION, THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $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 organization DR. 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 organization SALLY 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 payments SALLY 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 exception The Provost is serving under his initial contract. A MHEFA Series N 042456011 57586CV36 2008-03-27 140600000 REFUND ISSUE DATED 08/05/2004 & 01/12/2006 false false false B MHEFA Series O 042456011 57586EBG5 2008-11-13 83752144 CONSTRUCT & Equip Facility true false false C MHEFA Series M 042456011 57586ejt9 2009-06-11 66548467 REFUND ISSUE DATED 04/01/1998 false false false D MHEFA SERIES G 042456011 57586EKD2 2009-07-01 27900000 REFUND ISSUES DATED 6/14/1995 & 6/07/2001 false false false A 2200000 0 140600000 0 0 0 600000 0 0 0 140000000 0 true false true true B 16265000 63110000 83830604 0 0 0 731604 0 0 83099000 0 0 2010 false false true true C 2200000 0 66548467 0 0 0 538881 0 0 0 66009586 0 true false true true D 3600000 27900000 27900000 true false true true A false true true true true true 0.0 0.0 0.0 false false true B false true true true true true 0.0 0.0 0.0 false false true C 0.0 D 0.0 A false true true true DEUTSCHE BANK AND B 10.0 true false false Deutsche Bank and Bank of America false true B false true false false false false true C false true false false false false true D false true true false false false true A true B true C true D true Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K MULTIPLE SCHEDULES ARE ATTACHED Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. Schedule K, Part I, Column (c) CUSIP # MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP Schedule K, Part II, Line 3 COLUMN B THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW A MDFA Series P 043431814 57583r7l3 2011-02-08 50532192 REFUND ISSUE DATED 04/03/2001 false false false B MDFA SERIES Q 043431814 57583U4K1 2015-02-26 78544431 REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY false false false C MDFA SERIES (MASTER LEASE AGRMNT) 043431814 2015-03-17 28000000 CONSTRUCT FACILITY false false false A 50532192 532192 50000000 true false true true B 78544431 65527552 728677 5700580 6587622 2016 false true false true C 28000000 66569 27933431 2016 false false false true A true 0.0 B false false true true true true 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true A false false true false true true BNY MELLON 25.0 false false false false true B false true false false false false false false true C false true false false true false false false true A true B true C true MORTON B ROSENBERG SPOUSE OF CURRENT KEY EMPLOYEE 217381 EMPLOYMENT false ADAGE CAPITAL MANAGEMENT PARTNER IS SPOUSE OF CURRENT TRUSTEE 638397 INVESTMENT MANAGEMENT SERVICES false ZOIA MONACO SPOUSE OF PRESIDENT 11843 EMPLOYMENT false X 16 521270 Market value X 4992 Market value X 23151 Market value X 1 31882 Market value X 206 9590012 Market value X 14 68970 Market value X 5 34744 Market value X Equipment 9 375419 Market value X Gift Certificate 1 80 Market value X Dinner Events and Meetings 18 171115 Market value X Software 1 3398 Market value X Contribution Portion from the SMFA Art Sale 425 470547 Market value 21 false true false Schedule M, Part I NON-CASH CONTRIBUTIONS THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES THE ACCOUNTING PROCESS 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 1 Tufts University is a student-centered research university dedicated to the creation and application of knowledge. With over 11,000 full-time students from 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-3 THE 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 persons JOHN 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 body THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, 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 official EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED WILLIS TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES 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 employees FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS OUR HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER PAY. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS. Form 990, Part VI, Line 19 Required documents available to the public TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES MICHAEL BAENEN - SERVES AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION Form 990, Part XI, Line 9 Other changes in net assets or fund balances Consolidated Entities Revenue - 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; TUDC LLC 169 HOLLAND STREET SOMERVILLE MA 02144 043056113 REAL ESTATE DEVELOPMENT MA 0 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 CONSUMER PUBLISHING & MEDIA DE 3758577 2896888 TRUSTEES OF TUFTS COLLEGE AZULUNA BRANDS LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 AGRICULTURE MA -30583 0 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 169 HOLLAND STREET SOMERVILLE MA 02144 800754011 HEALTH AND WELLNESS SERVICES MA 0 0 TRUSTEES OF TUFTS COLLEGE TAS Operations LLC 149 New Sweden Road Woodstock CT 06281 042103634 Veterinary Services CT 145896 0 Trustees of Tufts College THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET SOMERVILLE MA 02144 043828582 RELIEF OF POOR & EDUCATION GRANTS MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP PO BOX 53 TRUSTEES OF TUFTS COLLEGE MEDFORD MA 02153 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type III-FI TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE true TUFTS HEALTH CARE INSTITUTE 136 HARRISON AVENUE BOSTON MA 02111 043289926 DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALS MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 169 HOLLAND STREET SOMERVILLE MA 02144 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE true TUFTS GLOBAL INC 169 HOLLAND STREET SOMERVILLE MA 02144 474543971 FOREIGN OPERATIONS SUPPORT ORGANIZATION MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true JM HOLDINGS INC 169 HOLLAND STREET SOMERVILLE MA 02144 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation -2057 48198 1 true PERPETUAL TRUSTS - 8 SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust CHARITABLE REMAINDER UNITRUSTS - 31 SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust true true false true false false false false false false true true true true true true true true true WALNUT HILL PROPERTIES CORP D 10200000 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 1106458 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 158260 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC D 308977 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC L 459411 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC S 639722 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND Q 459000 FAIR MARKET VALUE TUFTS SHARED SERVICES M 5420000 FAIR MARKET VALUE TUFTS GLOBAL INC R 602307 FAIR MARKET VALUE TUFTS UNIVERSITY POST-RETIREMENT PLAN R 223125 FAIR MARKET VALUE Schedule R, Part IV, Column (a) TRUSTS THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN FLORIDA, INDIANA, MASSACHUSETTS, AND NEW JERSEY. Trustees of Tufts College 169 Holland Street Attn Tax Dept Somerville MA 02144 042103634 X 0 552156 552156 985413279 985965435 1000000 250000 0 0 0 THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 043828582 0 0 0 586331 586331 112950 28237 0 0 0 TUFTS HEALTH CARE INSTITUTE 705 MOUNT AUBURN STREET WATERTOWN MA 02472 043289926 0 0 0 2937995 2937995 296900 74225 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON STREET BOX 821 BOSTON MA 02111 237000827 0 0 0 27689665 27689665 1000000 250000 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 9526016 9526016 626301 156575 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 2864243 2864243 293212 73303 0 0 0 TUFTS GLOBAL INC 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 474543971 0 0 0 504339 504339 100651 25163 0 0 0