WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-11
IRS object ID: 201801319349300010
Schema version: 2016v3.1
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-11T07:02:40-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY SOLOMON	PersonNm
Person Title	EXECUTIVE VP AND CFO	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2018-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

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

Field	Value	IRS element (for citing)
Federal Original Submission Id	04586620181315000000	FederalOriginalSubmissionId
Federal Original Submission Id	2018-05-11	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	966D30116217AB9F9A9B8CFBCD27D162A2C6FEBA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3A502745A6D85D2090DFF4FB69730E35DC59F84C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$328,877,410	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wpi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	27	VotingMembersIndependentCnt
Total Employee	4017	TotalEmployeeCnt
Total Volunteers	834	TotalVolunteersCnt
Total Gross UBI	-$223,484	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$774,918	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$61,384,483	PYContributionsGrantsAmt
CY Contributions Grants	$19,151,190	CYContributionsGrantsAmt
PY Program Service Revenue	$293,261,579	PYProgramServiceRevenueAmt
CY Program Service Revenue	$300,944,995	CYProgramServiceRevenueAmt
PY Investment Income	$3,436,288	PYInvestmentIncomeAmt
CY Investment Income	$5,744,555	CYInvestmentIncomeAmt
PY Other Revenue	-$1,575,226	PYOtherRevenueAmt
CY Other Revenue	$55,591	CYOtherRevenueAmt
PY Total Revenue	$356,507,124	PYTotalRevenueAmt
CY Total Revenue	$325,896,331	CYTotalRevenueAmt
PY Grants And Similar Paid	$83,429,526	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$82,491,341	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$135,781,663	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$146,111,988	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,646,503	CYTotalFundraisingExpenseAmt
PY Other Expenses	$97,481,436	PYOtherExpensesAmt
CY Other Expenses	$100,801,869	CYOtherExpensesAmt
PY Total Expenses	$316,692,625	PYTotalExpensesAmt
CY Total Expenses	$329,405,198	CYTotalExpensesAmt
PY Revenues Less Expenses	$39,814,499	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$3,508,867	CYRevenuesLessExpensesAmt
Total Assets BOY	$953,330,456	TotalAssetsBOYAmt
Total Assets EOY	$986,537,071	TotalAssetsEOYAmt
Total Liabilities BOY	$355,173,838	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$343,872,190	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$598,156,618	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$642,664,881	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$237,616,603	ExpenseAmt
Grant	$79,404,697	GrantAmt
Revenue	$272,060,414	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 4,400 UNDERGRADUATE AND 2,200 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,000 STUDENTS. DURING FISCAL YEAR 2017, THE UNIVERSITY AWARDED 1,028 BACHELOR, 747 MASTER AND 46 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,254,482	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$5,778,858	RevenueAmt
Desc	THE UNIVERSITY'S CORPORATE AND PROFESSIONAL EDUCATION DIVISION PROVIDES TAILOR-MADE PROGRAMS TO APPROXIMATELY 578 STUDENTS, MAINLY AT CORPORATE STUDENT SITES, USING INDUSTRY EXPERTS AND DEDICATED PROGRAM SUPPORT STAFF. THIS PRACTICAL APPROACH ADDS VALUE BY PROVIDING CLIENTS WITH KNOWLEDGE AND SKILLS THAT CAN BE DIRECTLY APPLIED TO THEIR REAL-WORLD JOB CHALLENGES. ADDITIONALLY DURING FISCAL YEAR 2017, APPROXIMATELY 769 INDIVIDUALS PARTICIPATED IN ONE OR MORE PROFESSIONAL WORKSHOPS OR SHORT COURSES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$25,324,453	ExpenseAmt
Grant	$3,086,644	GrantAmt
Revenue	$23,105,723	RevenueAmt
Desc	AT THE UNIVERSITY, 112 FACULTY MEMBERS AND 326 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$267,195,538	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	7060	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4017	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	27	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Laurie Leshin
President	40.0	1.0	Yes (X)	Yes (X)	$773,438	$0	$221,519
John Mollen
Chairman	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Francesca Maltese
Vice Chairman and Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
George Oliver
Vice Chairman and Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Andrew Aberdale
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joseph Adams
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Aspinwall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
James Baum
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Curtis Carlson
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Dolan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Daniel Farrar
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Henry Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
William Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Marni Hall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Steven Halstedt
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Hart
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Debora Jackson
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Stuart Kazin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Carl Kilmer
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joyce Kline
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
David Lapre
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Martin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Erica Mason
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Neil McDonough
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Linda McGoldrick
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Daniel Morgan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Karen Tegan Padir
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Mark Russell
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joan Bolduc Szkutak
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dorothea Wong
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	40.0	1.0		Yes (X)	$495,597	$0	$169,030
Stephanie Pasha
Secretary, AVP, Chief of Staff	40.0	0.0		Yes (X)	$133,126	$0	$22,102
Kristin Tichenor
ASST SEC, SVP ENROLLMENT MGMT	40.0	0.0		Yes (X)	$393,170	$0	$122,190
Charlene Bellows
Assc. Treas/Contr (thru 12/16)	40.0	1.0		Yes (X)	$147,140	$0	$32,809
Stephen Flavin
VP ACADEMIC & CORPORATE DEV	40.0	0.0			$445,983	$0	$148,070	Yes (X)
William McAvoy
VP UNIVERSITY ADVANCEMENT	40.0	0.0			$364,431	$0	$95,593	Yes (X)
Bruce Bursten
Provost, SVP, Acad Affairs	40.0	0.0			$381,115	$0	$64,044	Yes (X)
Philip Clay
VP STUDENT AFFAIRS	40.0	0.0			$208,064	$0	$56,145	Yes (X)
Michael Ginzberg
Dean Foisie Business School	40.0	0.0			$400,678	$0	$48,160		Yes (X)
Diran Apelian
Prof Mechanical Engineering	40.0	0.0			$354,245	$0	$51,230		Yes (X)
Karen Kashmanian Oates
Dean of Arts & Sciences	40.0	0.0			$329,796	$0	$35,269		Yes (X)
Mark Rice
Professor School of Business	40.0	0.0			$326,220	$0	$52,991		Yes (X)
Jamal Yagoobi
Dept. Head Mechanical Eng	40.0	0.0			$312,032	$0	$101,855		Yes (X)
Eric Overstrom
Professor of Biology and Tech	40.0	0.0			$258,708	$0	$41,962			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,323,743	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,262,969	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	286	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONSIGLI CONSTRUCTION COMPANY INC
72 SUMMER STREET	MILFORD	MA	017571663	CONSTRUCTION	$6,987,244
SHAWMUT DESIGN CONSTRUCTION
560 HARRISON AVE	BOSTON	MA	02118	CONSTRUCTION	$5,034,463
GENSLER
12478 COLLECTION CENTER DR	CHICAGO	IL	60693	CONSTRUCTION	$2,153,928
CUTLER ASSOCIATES INC
43 HARVARD STREET	WORCESTER	MA	01609	CONSTRUCTION	$1,123,876
LYRASIS
PO BOX 100125	COLUMBIA	SC	292023125	SUBSCRIPTIONS	$906,240

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	92	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,687,978	GovernmentGrantsAmt
All Other Contributions	$16,463,212	AllOtherContributionsAmt
Noncash Contributions	$2,694,355	NoncashContributionsAmt
Total Contributions	$19,151,190	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$242,760,467	$242,760,467
AUXILIARY OPERATIONS	611710	$28,479,787	$28,479,787
SPONSORED RESEARCH	611710	$23,105,723	$23,105,723
OTHER OPERATING SOURCES	611710	$4,099,007	$4,099,007
OTHER EDUCATIONAL OPERATIONS	611710	$2,500,011	$2,178,724	$321,287

Field	Value	IRS element (for citing)
Total Program Service Revenue	$300,944,995	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,249,520	TotalRevenueColumnAmt
Unrelated Business Revenue	-$544,771	UnrelatedBusinessRevenueAmt
Exclusion	$7,794,291	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$55,591	TotalRevenueColumnAmt
Exclusion	$55,591	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,476,114	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,981,079	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,504,965	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,504,965	TotalRevenueColumnAmt
Exclusion	-$1,504,965	ExclusionAmt

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

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Net Income Or Loss NetIncomeOrLossGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$325,896,331	TotalRevenueColumnAmt
Related Or Exempt Func Income	$300,623,708	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$223,484	UnrelatedBusinessRevenueAmt
Exclusion	$6,344,917	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,086,644	TotalAmt
Program Services	$3,086,644	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$79,003,138	TotalAmt
Program Services	$79,003,138	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$401,559	TotalAmt
Program Services	$401,559	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,062,256	TotalAmt
Program Services	$1,011,580	ProgramServicesAmt
Management And General	$2,045,535	ManagementAndGeneralAmt
Fundraising	$1,005,141	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$111,269,946	TotalAmt
Program Services	$86,771,589	ProgramServicesAmt
Management And General	$21,506,361	ManagementAndGeneralAmt
Fundraising	$2,991,996	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,130,862	TotalAmt
Program Services	$6,981,852	ProgramServicesAmt
Management And General	$1,845,994	ManagementAndGeneralAmt
Fundraising	$303,016	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,776,702	TotalAmt
Program Services	$6,931,302	ProgramServicesAmt
Management And General	$7,608,236	ManagementAndGeneralAmt
Fundraising	$237,164	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,872,222	TotalAmt
Program Services	$5,254,798	ProgramServicesAmt
Management And General	$1,389,363	ManagementAndGeneralAmt
Fundraising	$228,061	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$922,892	TotalAmt
Program Services	$15,375	ProgramServicesAmt
Management And General	$907,517	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$231,166	TotalAmt
Management And General	$231,166	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$225,347	TotalAmt
Management And General	$225,347	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$695,000	TotalAmt
Management And General	$695,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,431,830	TotalAmt
Program Services	$9,514,957	ProgramServicesAmt
Management And General	$2,798,025	ManagementAndGeneralAmt
Fundraising	$118,848	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,265,887	TotalAmt
Program Services	$757,177	ProgramServicesAmt
Management And General	$500,634	ManagementAndGeneralAmt
Fundraising	$8,076	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,120,066	TotalAmt
Program Services	$1,991,196	ProgramServicesAmt
Management And General	$915,044	ManagementAndGeneralAmt
Fundraising	$213,826	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,997,611	TotalAmt
Program Services	$1,020,374	ProgramServicesAmt
Management And General	$2,849,850	ManagementAndGeneralAmt
Fundraising	$127,387	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,129,951	TotalAmt
Program Services	$10,732,996	ProgramServicesAmt
Management And General	$1,396,882	ManagementAndGeneralAmt
Fundraising	$73	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,061,208	TotalAmt
Program Services	$3,293,809	ProgramServicesAmt
Management And General	$601,905	ManagementAndGeneralAmt
Fundraising	$165,494	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,697,917	TotalAmt
Program Services	$2,510,920	ProgramServicesAmt
Management And General	$1,038,182	ManagementAndGeneralAmt
Fundraising	$148,815	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,269,833	TotalAmt
Program Services	$8,840,200	ProgramServicesAmt
Management And General	$429,633	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$20,876,896	TotalAmt
Program Services	$18,646,417	ProgramServicesAmt
Management And General	$2,230,479	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$793,084	TotalAmt
Program Services	$696,385	ProgramServicesAmt
Management And General	$96,699	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
RESEARCH AND TRAINING	$10,424,062	$10,003,864	$387,013	$33,185
REPAIRS AND MAINTENANCE	$7,939,303	$4,704,555	$3,234,137	$611
LAB EQUIPMENT/OTHER SUPPLIES	$3,604,702	$3,366,536	$236,952	$1,214
BOOKS AND PERIODICALS	$2,554,564	$38,411	$2,516,153

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,560,550	TotalAmt
Program Services	$1,619,904	ProgramServicesAmt
Management And General	$877,050	ManagementAndGeneralAmt
Fundraising	$63,596	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$329,405,198	TotalAmt
Program Services	$267,195,538	ProgramServicesAmt
Management And General	$56,563,157	ManagementAndGeneralAmt
Fundraising	$5,646,503	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$84,130,894	BOYAmt
EOY	$77,305,795	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,453,475	BOYAmt
EOY	$12,798,975	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,772,770	BOYAmt
EOY	$2,910,679	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$21,284,279	BOYAmt
EOY	$19,672,711	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,218,190	BOYAmt
EOY	$7,765,137	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$558,412,962	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$238,564,653	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$308,918,863	BOYAmt
EOY	$319,848,309	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$245,286,725	BOYAmt
EOY	$267,349,272	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$245,101,366	BOYAmt
EOY	$259,364,153	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$20,163,894	BOYAmt
EOY	$19,522,040	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$953,330,456	BOYAmt
EOY	$986,537,071	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$26,976,576	BOYAmt
EOY	$23,812,406	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$8,161,287	BOYAmt
EOY	$7,903,973	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$216,642,603	BOYAmt
EOY	$212,996,076	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,766,914	BOYAmt
EOY	$3,771,661	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$63,417,934	BOYAmt
EOY	$62,661,841	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,208,524	BOYAmt
EOY	$32,726,233	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$355,173,838	BOYAmt
EOY	$343,872,190	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$271,992,747	BOYAmt
EOY	$297,405,375	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$113,486,772	BOYAmt
EOY	$128,679,186	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$212,677,099	BOYAmt
EOY	$216,580,320	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$598,156,618	BOYAmt
EOY	$642,664,881	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$953,330,456	BOYAmt
EOY	$986,537,071	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$3,508,867	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$44,095,657	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$3,921,473	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,201,813	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,592,750	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,452,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$61,384,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,151,190	CurrentTaxYearAmt
Total	$156,782,929	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,201,813	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,592,750	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,452,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$61,384,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,151,190	CurrentTaxYearAmt
Total	$156,782,929	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$37,277,842	SubstantialContributorsTotAmt
Public Support Total170	$119,505,087	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,760,695	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,825,468	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,905,749	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,275,634	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,305,111	CurrentTaxYearAmt
Total	$27,072,657	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$183,855,586	TotalSupportAmt
Gross Receipts Rltd Activities	$1,360,557,519	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.64999	PublicSupportCY170Pct
Public Support PY170	0.66437	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

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

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$225,347	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$225,347	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$328,484,851	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$328,710,198	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$285,734	CurrentYearMinus3Amt
Current Year Minus2	$126,000	CurrentYearMinus2Amt
Current Year Minus1	$209,405	CurrentYearMinus1Amt
Current Year	$225,347	CurrentYearAmt
Total	$846,486	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$345,205,532	BeginningYearBalanceAmt
Contributions	$6,883,711	ContributionsAmt
Investment Earnings Or Losses	$37,972,313	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,305,650	GrantsOrScholarshipsAmt
Other Expenditures	$12,584,345	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$372,171,561	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.38800	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40100	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.21100	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,618,820	OtherCostOrOtherBasisAmt
Book Value	$9,618,820	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$431,057,473	OtherCostOrOtherBasisAmt
Depreciation	$181,000,945	DepreciationAmt
Book Value	$250,056,528	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,385,764	OtherCostOrOtherBasisAmt
Depreciation	$5,730,624	DepreciationAmt
Book Value	$10,655,140	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$78,675,450	OtherCostOrOtherBasisAmt
Depreciation	$51,833,084	DepreciationAmt
Book Value	$26,842,366	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,675,455	OtherCostOrOtherBasisAmt
Book Value	$22,675,455	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$319,848,309	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ESTATE	$42,723,390	F
PRIVATE EQUITY FUNDS	$36,386,114	F
FIXED INCOME SECURITIES	$230,691	F
EQUITY FUNDS	$133,532,850	F
FIXED INCOME FUNDS	$46,491,108	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$259,364,153	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
REFUNDABLE GOVERNMENT LOAN FUNDS	$9,272,195
SPLIT INTEREST AGREEMENTS	$8,678,643
INTEREST RATE AGREEMENTS	$8,282,498
FUNDS HELD FOR OTHERS	$4,153,055
ASSET RETIREMENT OBLIGATIONS	$2,339,842

Field	Value	IRS element (for citing)
Total Liability	$32,726,233	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$294,508,764	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$44,095,657	NetUnrealizedGainsInvstAmt
Other Revenue	-$75,483,224	OtherRevenueAmt
Revenue Not Reported	-$31,387,567	RevenueNotReportedAmt
Revenue Subtotal	$325,896,331	RevenueSubtotalAmt
Total Revenue Per Form990	$325,896,331	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$250,000,501	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$250,000,501	ExpensesSubtotalAmt
Other Expenses Not Included	$79,404,697	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$79,404,697	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$329,405,198	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART III, LINE 4	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
SCHEDULE D, PART V, LINE 4	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.8% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2017.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONS, OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.
SCHEDULE D, PART XI, LINE 2D	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS $854,247 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -$681,707 NET UNREALIZED GAIN ON SWAPS $3,748,933 SCHOLARSHIPS -$79,404,697 _________________________________________________________________ TOTAL -$75,483,224
SCHEDULE D, PART XII, LINE 4B	SCHOLARSHIPS $79,404,697

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

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

SCHEDULE E, PART I, LINE 6

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	1	Program Services	See Part V	$171,000
East Asia and the Pacific	7	7	Program Services	See Part V	$587,000
Europe (Including Iceland and Greenland)		1	Program Services	See Part V	$738,000
Middle East and North Africa	1	1	Program Services	See Part V	$160,000
Russia and the Newly Independent States			Program Services	See Part V	$18,000
South America	1	2	Program Services	See Part V	$111,000
South Asia			Program Services	See Part V	$33,000
Sub-Saharan Africa			Program Services	See Part V	$129,000
Central America and the Caribbean			Investments		$58,400,000
Europe (Including Iceland and Greenland)			Investments		$15,000,000
Central America and the Caribbean			Grantmaking		$20,974
East Asia and the Pacific			Grantmaking		$125,500
Europe (Including Iceland and Greenland)			Grantmaking		$113,730
Middle East and North Africa			Grantmaking		$14,860
Russia and the Newly Independent States			Grantmaking		$1,980
South America			Grantmaking		$40,205
South Asia			Grantmaking		$36,770
Sub-Saharan Africa			Grantmaking		$47,540

Field	Value	IRS element (for citing)
Subtotal Offices	10	SubtotalOfficesCnt
Subtotal Employees	12	SubtotalEmployeesCnt
Total Office	10	TotalOfficeCnt
Total Employee	12	TotalEmployeeCnt
Subtotal Spent	$75,701,019	SubtotalSpentAmt
Continuation Spent	$47,540	ContinuationSpentAmt
Total Spent	$75,748,559	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Scholarship	East Asia and the Pacific	68	$125,500	CREDITED
Scholarship	Europe (Including Iceland and Greenland)	68	$113,730	Credited
Scholarship	Sub-Saharan Africa	28	$47,540	CREDITED
Scholarship	South America	16	$40,205	CREDITED
Scholarship	South Asia	16	$36,770	CREDITED
Scholarship	Central America and the Caribbean	19	$20,974	CREDITED
Scholarship	Middle East and North Africa	13	$14,860	CREDITED
Scholarship	Russia and the Newly Independent States	9	$1,980	CREDITED

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
A123 Systems LLC
39000 Seven Mile Road	Livonia	MI	48152	611247430	$56,401	Research
Acoustic MedSystems Inc
208 Burwash Ave	Savoy	IL	61874	371365835	$232,128	Research
Albany Medical Center
47 New Scotland Avenue	Albany	NY	12208	141338310	$15,708	Research	501(c)(3)
Brown University
75 Waterman Street	Providence	RI	02906	050258809	$8,392	Research	501(c)(3)
College of the Holy Cross
1 College Street	Worcester	MA	01610	042103558	$42,967	Research	501(c)(3)
Curators of the University of Missouri
118 University Hall	Columbia	MO	65211	436003859	$70,217	Research	501(c)(3)
Dartmouth College
11 Rope Ferry Road 6210	Hanover	NH	03755	020222111	$25,248	Research	501(c)(3)
Data Driven Instruction LLC
10 Edgewood Drive	Hudson	MA	01749	454894325	$104,292	Research
Deep Reach Technology Inc
14121 Cardinal Lane	Houston	TX	77079	274013962	$237,251	Research
Fire Protection Research Foundation
1 Batterymatch Park	Quincy	MA	02169	521256543	$6,575	Research	501(c)(3)
Framingham State University
100 State Street	Framingham	MA	01701	043154529	$10,204	Research	Gov't
HF Webster Engineering Services
525 University Loop Suite 211	Rapid City	SD	57701	208291879	$350,880	Research
NJ Center for Teaching & Learning
115 Franklin Turnpike 203	Mahway	NJ	07430	770667571	$60,900	Research
Northeastern University
360 Huntington Avenue	Boston	MA	02115	041679980	$446,930	Research	501(c)(3)
Ohio State University
901 Woody Hayes Drive	Columbus	OH	43210	316025986	$38,184	Research	Gov't
Pennsylvania State University
408 Old Main	University Park	PA	16802	246000376	$325,166	Research	Gov't
Simbex
10 Water Street Suite 410	Lebanon	NH	03766	582551796	$12,598	Research
Technology Metals Research LLC
180 S Western Ave 150	Carpentersville	IL	60110	271655783	$141,155	Research
Research Foundation for State Univ of NY
PO Box 9	Albany	NY	12201	141368361	$103,261	Research	501(c)(3)
Umass Donahue Institute
100 Venture Way	Hadley	MA	01035	043167352	$11,722	Research	501(c)(3)
University of Conn Health Center
263 Farmington Ave	Farmington	CT	06032	621722543	$106,608	Research	Gov't
University of Connecticut
233 Glenbrok Rd U-4231	Storrs	CT	06269	060772160	$69,883	Research	Gov't
Univesity of Indiana
980 Indiana Univ Lockefield 2232	Indianapolis	IN	46202	356001673	$15,397	Research	Gov't
University of Maryland
3112 Lee Building	College Park	MD	20742	526002033	$95,102	Research	Gov't
University of Massachusetts Amherst
100 Venture Way	Hadley	MA	01035	043167352	$291,453	Research	GOV'T
University of Mass Medical School
55 Lake Ave North	Worcester	MA	01655	043167352	$139,446	Research	GOV'T
University of Notre Dame
724 Grace Hill	Notre Dame	IN	46556	350868188	$12,467	Research	501(c)(3)
Western Washington University
516 High Street	Bellingham	WA	98228	916000562	$51,234	Research	501(c)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	20	Total501c3OrgCnt
Total Other Org	8	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships	GrantTypeTxt
Recipient	4111	RecipientCnt
Cash Grant	$79,003,197	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Laurie Leshin
President	$657,748	$0	$115,000	$0	$690	$0	$146,875	$0	$74,644	$0	$994,957	$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	$414,197	$0	$80,710	$0	$690	$0	$91,960	$0	$77,070	$0	$664,627	$0	$68,300	$0
Stephanie Pasha
Secretary, AVP, Chief of Staff	$132,730	$0	$0	$0	$396	$0	$14,813	$0	$7,289	$0	$155,228	$0	$0	$0
Stephen Flavin
VP ACADEMIC & CORPORATE DEV	$375,953	$0	$69,580	$0	$450	$0	$79,800	$0	$68,270	$0	$594,053	$0	$58,900	$0
Kristin Tichenor
ASST SEC, SVP ENROLLMENT MGMT	$335,141	$0	$57,339	$0	$690	$0	$53,242	$0	$68,948	$0	$515,360	$0	$48,325	$0
William McAvoy
VP UNIVERSITY ADVANCEMENT	$320,499	$0	$41,952	$0	$1,980	$0	$75,187	$0	$20,406	$0	$460,024	$0	$34,415	$0
Bruce Bursten
Provost, SVP, Acad Affairs	$379,135	$0	$0	$0	$1,980	$0	$56,000	$0	$8,044	$0	$445,159	$0	$0	$0
Philip Clay
VP STUDENT AFFAIRS	$206,774	$0	$0	$0	$1,290	$0	$47,990	$0	$8,155	$0	$264,209	$0	$0	$0
Michael Ginzberg
Dean Foisie Business School	$396,868	$0	$0	$0	$3,810	$0	$29,150	$0	$19,010	$0	$448,838	$0	$0	$0
Diran Apelian
Prof Mechanical Engineering	$348,065	$0	$0	$0	$6,180	$0	$29,035	$0	$22,195	$0	$405,475	$0	$0	$0
Karen Kashmanian Oates
Dean of Arts & Sciences	$325,986	$0	$0	$0	$3,810	$0	$27,225	$0	$8,044	$0	$365,065	$0	$0	$0
Mark Rice
Professor School of Business	$322,410	$0	$0	$0	$3,810	$0	$29,150	$0	$23,841	$0	$379,211	$0	$0	$0
Jamal Yagoobi
Dept. Head Mechanical Eng	$310,052	$0	$0	$0	$1,980	$0	$29,150	$0	$72,705	$0	$413,887	$0	$0	$0
Eric Overstrom
Professor of Biology and Tech	$194,141	$0	$62,587	$0	$1,980	$0	$22,000	$0	$19,962	$0	$300,670	$0	$53,850	$0
Charlene Bellows
Assc. Treas/Contr (thru 12/16)	$146,589	$0	$0	$0	$551	$0	$16,602	$0	$16,207	$0	$179,949	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: (A) LAURIE LESHIN: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. COMPANION TRAVEL IS ALLOWED FOR BONA FIDE BUSINESS PURPOSES INCLUDING DEVELOPMENT EVENTS OR UNIVERSITY RELATED ACTIVITIES. THE UNIVERSITY PROVIDES HOUSING ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS. SOCIAL CLUB DUES ARE PAID BY THE UNIVERSITY TO PROVIDE NETWORKING OPPORTUNITIES FOR WPI EXECUTIVES FOR THE BENEFIT OF THE UNIVERSITY AND ITS NEIGHBORS IN THE CITY OF WORCESTER.
SCHEDULE J, PART I, LINE 4	LINE 4A THE PRESIDENTS EMPLOYMENT CONTRACT INCLUDES A SEVERANCE PROVISION THAT PROVIDES SIX MONTHS OF BASE SALARY. NO AMOUNTS WERE PAID UNDER THIS PROVISION IN THE CURRENT YEAR. LINE 4B - THE FOLLOWING EXCESS RETIREMENT CONTRIBUTIONS (REPORTED IN SCHEDULE J, PART II, COLUMN C) WERE EARNED IN CALENDAR YEAR 2016 AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL 6/30/19: (A) JEFFREY SOLOMON: $16,830; (B) STEPHEN FLAVIN: $12,650; (C) KRISTIN TICHENOR: $7,920; (D) WILLIAM MCAVOY: $6,600; (E) BRUCE BURSTEN: $9,350; AND (G) LAURIE LESHIN $39,600.
SCHEDULE J, PART I, LINE 7	THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE "VP RETENTION PLAN". EACH YEAR, A VICE PRESIDENT MAY EARN UP TO 12.5% OF SALARY AND EXCESS RETIREMENT CONTRIBUTIONS, SUBJECT TO A THREE YEAR RISK OF FORFEITURE. THESE AMOUNTS ARE ALL NON-FIXED PAYMENTS. VP INCENTIVES EARNED DURING CALENDAR YEAR 2016 ARE INCLUDED IN DEFERRED COMPENSATION AS FOLLOWS: (A) JEFFREY SOLOMON: $45,980; (B) STEPHEN FLAVIN: 38,000; (C) KRISTIN TICHENOR: $16,850; (D) WILLIAM MCAVOY: $40,625; (E) BRUCE BURSTEN: $17,500; (F) PHILIP CLAY: $25,000; AND (G) LAURIE LESHIN: $78,125. ANY ADDITIONAL AMOUNTS FOR EXCESS RETIREMENT CONTRIBUTIONS ARE DISCLOSED ON SCHEDULE J, PART I, LINE 4B.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57583rnt8	2007-06-28	$86,922,372	Constr. of dorm/refund 1997 series	false	false	false
Massachusetts Development Finance Agency
B	043431814	57583rtx3	2008-04-09	$48,995,000	Refunding of series 2003&2005	false	false	false
Massachusetts Development Finance Agency
C	043431814	57583rs48	2010-01-27	$56,074,338	rec center const./other renovation	false	false	false
massachusetts development finance agency
D	043431814	57583ust6	2012-10-30	$43,369,451	const. of dorm/other renovations	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$12,015,000	$51,125,000	$86,984,724	$0	$1,379,419	$0	$1,120,319	$1,013,000	$0	$40,019,339	$43,452,647	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
B	$4,490,000	$0	$48,995,000	$0	$0	$0	$325,962	$19,038	$0	$0	$48,650,000	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$56,087,447	$0	$5,808,410	$0	$603,966	$0	$0	$49,675,098	$0	$0	2013	false	false	Yes (true)	Yes (true)
D	$0	$0	$43,372,717	$0	$1,360,189	$0	$530,536	$0	$0	$41,481,992	$0	$0	2015	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	false	Yes (true)	Yes (true)	Yes (true)	false	0.01810	0.01810	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0		false	false	false	Yes (true)	Yes (true)
C	false	Yes (true)	false		false	0		false	false	false	Yes (true)
D	false	false	false		false	0		false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F	FOR BOND ISSUE A (SERIES 2007), SERIES 1997-I AND II WERE ISSUED MARCH 20, 1997 AND JUNE 25, 1997, RESPECTIVELY. FOR BOND ISSUE B (SERIES 2008A), SERIES 2003 AND 2005 WERE ISSUED JULY 30, 2003 AND AUGUST 3, 2005, RESPECTIVELY. FOR BOND ISSUE B (SERIES 2016), SERIES 2007 WAS ISSUED JUNE 28, 2007.
SCHEDULE K, PART II, LINE 3	FOR BOND ISSUE A (SERIES 2007), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $62,352. FOR BOND ISSUE C (SERIES 2010), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $13,136. FOR BOND ISSUE D (SERIES 2012), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $3,266.
SCHEDULE K, PART II, LINE 11	FOR BOND ISSUE A (SERIES 2007), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE. FOR BOND ISSUE B (SERIES 2008A), THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE.
SCHEDULE K, PART IV, LINE 2C	FOR BOND ISSUE A (SERIES 2007), THE REBATE CALCULATION WAS PERFORMED AS OF AUGUST 24, 2012. FOR BOND ISSUE C (SERIES 2010), THE REBATE CALCULATION WAS PERFORMED AS OF AUGUST 31, 2014.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
Massachusetts Development Finance Agency
A	043431814	2014-08-28	$4,622,000	Renovations of existing facilities	false	false	false
Massachusetts Development Finance Agency
B	043431814	2016-06-21	$49,030,491	Refunding of Series 2007 Bonds	false	false	false	57584XPK1

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$274,125	$0	$4,622,000	$0	$0	$0	$61,330	$0	$0	$4,560,670	$0	$0	2017	false	false	Yes (true)	Yes (true)
B	$0	$0	$49,030,491	$0	$0	$48,559,177	$471,314	$0	$0	$0	$0	$0		false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
NA
N/A	$16,000	Scholarship	Merit
NA
N/A	$4,500	Scholarship	Merit

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	70	ContributionCnt
Noncash Contributions Rpt F990	$1,530,587	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

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

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$432,090	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

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

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Lab Equipment	9	$227,322	Fair Market Value
Yes (X)	Lab Supplies	20	$4,356	Fair Market Value
Yes (X)	Equipment	1	$500,000	Fair Market Value

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 20	THE UNIVERSITY HAS ELECTED TO FILE FORM 990 ON A CONSOLIDATED BASIS, A BASIS CONSISTENT WITH ITS AUDITED FINANCIAL STATEMENTS, AND HAS INCLUDED THE ACTIVITY OF WASHBURN PARK INC., A SEPARATE 501(C)(3) ORGANIZATION WHICH ALSO FILED FORM 990 FOR THE YEAR ENDED JUNE 30, 2017. FOR THE FISCAL YEAR ENDED JUNE 30, 2017, WASHBURN PARK INC HAD NET ASSETS OF $31,359,263; REVENUE OF $822,795; AND EXPENSES OF $2,345,258.
FORM 990, PART III, LINE 1 (CONTINUED)	THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML)
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES (AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT THEY: (A) HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) HAVE READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY WITH THE POLICY AND; (D) UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE ASKED TO OUTLINE IN A SEPARATE LETTER ANY POTENTIAL CONFLICTS OF INTEREST AND ANY SIGNIFICANT FINANCIAL INTEREST WITH THE UNIVERSITY OR ANY UNIVERSITY-RELATED ENTITY. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE UNIVERSITY COMPLIANCE OFFICER, WHO REVIEWS THEM, CONSOLIDATES THE COMMENTS AND PRESENTS A REPORT TO THE AUDIT COMMITTEE. UPON RECEIPT OF THE COMPLIANCE OFFICER'S REPORT, THE AUDIT COMMITTEE REVIEWS THE FINDINGS AND TAKES ANY NECESSARY AND APPROPRIATE ACTION. THE AUDIT COMMITTEE THEN REPORTS TO THE BOARD OF TRUSTEES ON THE FINDINGS AND ANY ACTIONS TAKEN BY THE COMMITTEE. ANY TRUSTEE WITH A CONFLICT OF INTEREST RECUSES HIMSELF OR HERSELF FROM ANY BOARD OR COMMITTEE DECISIONS RELATED TO THAT CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE CONSIDERS COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU).
FORM 990, PART XI, LINE 9	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS $854,247 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -$681,707 NET UNREALIZED GAIN ON SWAPS $3,748,933 _________________________________________________________________ TOTAL $3,921,473

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Gateway Park LLC
100 Institute Road	Worcester	MA	01609	043494779	Real Est. Dev	MA	$503,161	$8,590,000	WPI
Lancaster Island LLC
100 Institute Road	Worcester	MA	01609	001108846	Real Est. Dev	MA	$0	$0	Washburn Par

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

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

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Washburn Park Inc
D	$9,437,395	Cost
Washburn Park Inc
K	$450,636	FMV