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TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-11
IRS object ID
201721319349305802
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-11T18:00:13-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas S McGurtyPersonNm
Person TitleVP FINANCE & TREASURERPersonTitleTxt
Signature2017-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Tufts UniversityBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Anthony P MonacoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland StreetAddressLine1Txt
Address Line2Attn Tax DeptAddressLine2Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,812,714,464GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee11701TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$166,608TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,207,518NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$227,337,686PYContributionsGrantsAmt
CY Contributions Grants$260,031,001CYContributionsGrantsAmt
PY Program Service Revenue$626,035,172PYProgramServiceRevenueAmt
CY Program Service Revenue$655,896,890CYProgramServiceRevenueAmt
PY Investment Income$58,710,555PYInvestmentIncomeAmt
CY Investment Income$19,009,433CYInvestmentIncomeAmt
PY Other Revenue$2,320,125PYOtherRevenueAmt
CY Other Revenue$1,924,589CYOtherRevenueAmt
PY Total Revenue$914,403,538PYTotalRevenueAmt
CY Total Revenue$936,861,913CYTotalRevenueAmt
PY Grants And Similar Paid$148,479,754PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$155,103,727CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$480,643,896PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$498,199,268CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,074,886PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,247,047CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$21,696,190CYTotalFundraisingExpenseAmt
PY Other Expenses$309,760,353PYOtherExpensesAmt
CY Other Expenses$302,543,044CYOtherExpensesAmt
PY Total Expenses$939,958,889PYTotalExpensesAmt
CY Total Expenses$957,093,086CYTotalExpensesAmt
PY Revenues Less Expenses-$25,555,351PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$20,231,173CYRevenuesLessExpensesAmt
Total Assets BOY$3,169,216,075TotalAssetsBOYAmt
Total Assets EOY$3,147,235,018TotalAssetsEOYAmt
Total Liabilities BOY$934,119,802TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,005,352,501TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,235,096,273NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,141,882,517NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$481,438,496ExpenseAmt
Grant$133,396,355GrantAmt
Revenue$494,604,030RevenueAmt
DescINSTRUCTION - DURING THE 2015-2016 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,374 UNDERGRADUATE, 1,421 GRADUATE, 484 PROFESSIONAL AND 177 CERTIFICATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$291,898,533ExpenseAmt
Grant$21,707,372GrantAmt
Revenue$97,768,965RevenueAmt
DescRESEARCH -THERE WERE 1,564 GOVERNMENT AND 762 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2016. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$61,482,440ExpenseAmt
Grant$0GrantAmt
Revenue$61,007,450RevenueAmt
DescAUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2016 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,562 STUDENTS. APPROXIMATELY 4,363 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$834,819,469TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2307IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11701EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCIForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Anthony P Monaco
Trustee & University President60.01.0Yes (X)Yes (X)$812,284$0$143,174
Peter Dolan
Trustee - Vice Chair & Chair Designate3.0Yes (X)Yes (X)$0$0$0
William OReilly Jr
Trustee - Vice Chair3.0Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair3.0Yes (X)Yes (X)$0$0$0
Thomas MAlperin
Charter Trustee3.0Yes (X)$0$0$0
John J Bello
Trustee3.0Yes (X)$0$0$0
Robert R Bendetson
Trustee3.0Yes (X)$0$0$0
Betsy Busch
Trustee3.0Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.0Yes (X)$0$0$0
John H de Jong
Trustee3.0Yes (X)$0$0$0
Jeannie Diefenderfer
Trustee3.0Yes (X)$0$0$0
Daniel Doherty III
Trustee3.0Yes (X)$0$0$0
E Michael Fung
Trustee3.0Yes (X)$0$0$0
Laurie A Gabriel
Trustee3.0Yes (X)$0$0$0
Steven M Galbraith
Trustee3.0Yes (X)$0$0$0
Steven A Goldstein
Trustee3.0Yes (X)$0$0$0
Michael S Gordon
Trustee3.0Yes (X)$0$0$0
Bruce D Grossman
Trustee3.0Yes (X)$0$0$0
Diane S Hessan
Trustee3.0Yes (X)$0$0$0
Varney Hintlian
Trustee3.0Yes (X)$0$0$0
Deborah Jospin
Trustee3.0Yes (X)$0$0$0
Peter H Kamin
Trustee3.0Yes (X)$0$0$0
Steven Karol
Trustee - Start Date 11/7/153.0Yes (X)$0$0$0
Brian H Kavoogian
Trustee3.0Yes (X)$0$0$0
Jeffrey B Kindler
Trustee3.0Yes (X)$0$0$0
Debra S Knez
Trustee3.0Yes (X)$0$0$0
Ellen J Kullman
Trustee3.0Yes (X)$0$0$0
Diana V Lopez
Trustee3.0Yes (X)$0$0$0
Ioannis Miaoulis
Trustee3.0Yes (X)$0$0$0
Jeffrey Moslow
Trustee3.0Yes (X)$0$0$0
Elyse Newhouse
Trustee3.0Yes (X)$0$0$0
Kathleen OLoughlin
Trustee3.0Yes (X)$0$0$0
David Rone
Trustee3.0Yes (X)$0$0$0
Hugh R Roome III
Trustee3.0Yes (X)$0$0$0
Andrew Safran
Trustee3.0Yes (X)$0$0$0
Janice Savin-Williams
Trustee3.0Yes (X)$0$0$0
Neal Shapiro
Trustee3.0Yes (X)$0$0$0
Tina Surh
Trustee3.0Yes (X)$0$0$0
Teri Coleman Volpert
Trustee3.0Yes (X)$0$0$0
Gloria White-Hammond
Trustee3.0Yes (X)$0$0$0
James J Wong
Trustee3.0Yes (X)$0$0$0
Patricia L Campbell
Executive VP40.0Yes (X)$502,206$0$60,684
Mary R Jeka
VP - University Relations40.0Yes (X)$360,420$0$56,298
David R Harris
Provost & Sr. V.P.40.0Yes (X)$523,634$0$77,585
Thomas S McGurty
VP - Finance and Treasurer40.03.0Yes (X)$370,615$0$69,782
David J Kahle
VP - Information Technology, CIO40.0Yes (X)$321,880$0$66,818
Julien C Carter
VP - Human Resources40.0Yes (X)$310,805$0$55,824
Christine C Sanni
VP - Communications and Marketing40.0Yes (X)$239,268$0$53,059
Michael A Baenen
SEE SCHEDULE O FOR TITLE40.0Yes (X)$163,216$0$31,442
Paul JTringale
Secretary of Corporation40.0Yes (X)$132,425$0$22,662
Eric CJohnson
VP - University Advancement40.0Yes (X)$361,869$0$68,532
Linda Snyder
VP - Operations40.02.0Yes (X)$281,009$0$54,480
George A Hibbard
Assistant Treasurer40.0Yes (X)$160,058$0$18,089
Harris ABerman
Dean Medical School40.02.0$459,355$0$58,406Yes (X)
Linda MAbriola
Dean of Engineering - End Date 8/31/15. Professor of Engineering - Start Date 9/1/15.40.0$306,622$0$118,878Yes (X)
James MGlaser
Dean Arts & Sciences40.0$338,440$0$108,844Yes (X)
Naomi Rosenberg
Dean Sackler School40.0$268,539$0$51,773Yes (X)
Deborah T Kochevar
Dean Cummings School40.01.0$266,108$0$53,283Yes (X)
Jianmin Qu
Dean of Engineering - Start Date 8/1/1540.0$155,315$0$29,827Yes (X)
Huw Thomas
Dean Dental School40.0$402,562$0$47,088Yes (X)
Sally Dungan
Chief Investment Officer40.05.0$714,261$0$260,581Yes (X)
Paul B Mace
Director of Investments40.0$399,338$0$136,115Yes (X)
David M Hohmann
Director of Administration & Risk40.0$396,614$0$137,600Yes (X)
Maria Papageorge
Professor & Chair40.0$537,447$0$56,662Yes (X)
Renee R Nadler
Director of Investments40.0$471,381$0$143,708Yes (X)
Martha L Pokras
Executive Director of Planning & Administration40.0$138,460$0$17,808Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,394,131TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,999,002TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1111IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TURNER CONSTRUCTION CO
TWO SEAPORT LANE 2ND FLBOSTONMA02210CONSTRUCTION$16,234,571
C&W FACILITY SERVICES
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$10,618,809
COMMODORE BUILDERS
404 WYMAN ST STE 400WALTHAMMA02451CONSTRUCTION$10,586,439
O'CONNOR CONSTRUCTORS INC
45 INDUSTRIAL DRIVECANTONMA02021CONSTRUCTION$8,865,543
EBSCO SUBSCRIPTION SERVICES
30 PARK RD SUITE 2TINTON FALLSNJ07724SUBSCRIPTIONS$5,442,504
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K244CntrctRcvdGreaterThan100KCnt
Government Grants$149,817,738GovernmentGrantsAmt
All Other Contributions$110,213,263AllOtherContributionsAmt
Noncash Contributions$16,288,876NoncashContributionsAmt
Total Contributions$260,031,001TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$494,604,030$494,604,030
CLINICAL AND OTHER EDUCATION541900$99,796,757$97,768,965$2,027,792
AUXILLIARY ENTERPRISES900099$61,496,103$61,007,450$488,653

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$655,896,890TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,109,013TotalRevenueColumnAmt
Exclusion$6,109,013ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,933,688TotalRevenueColumnAmt
Exclusion$1,933,688ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,102,584RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,111,683RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$9,099RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,099TotalRevenueColumnAmt
Exclusion-$9,099ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$886,641,288SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$873,740,868SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,900,420SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,900,420TotalRevenueColumnAmt
Unrelated Business Revenue-$2,349,837UnrelatedBusinessRevenueAmt
Exclusion$15,250,257ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$936,861,913TotalRevenueColumnAmt
Related Or Exempt Func Income$653,380,445RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$166,608UnrelatedBusinessRevenueAmt
Exclusion$23,283,859ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,341,594TotalAmt
Program Services$16,341,594ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$131,623,779TotalAmt
Program Services$131,623,779ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,138,354TotalAmt
Program Services$7,138,354ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,429,180TotalAmt
Program Services$3,052,547ProgramServicesAmt
Management And General$4,705,839ManagementAndGeneralAmt
Fundraising$670,794FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$228,628TotalAmt
Program Services$228,628ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$393,915,472TotalAmt
Program Services$328,576,911ProgramServicesAmt
Management And General$53,061,194ManagementAndGeneralAmt
Fundraising$12,277,367FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,084,081TotalAmt
Program Services$23,528,324ProgramServicesAmt
Management And General$4,561,637ManagementAndGeneralAmt
Fundraising$994,120FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$42,917,761TotalAmt
Program Services$35,259,607ProgramServicesAmt
Management And General$5,724,182ManagementAndGeneralAmt
Fundraising$1,933,972FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,624,146TotalAmt
Program Services$18,897,804ProgramServicesAmt
Management And General$3,915,862ManagementAndGeneralAmt
Fundraising$810,480FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,827,008TotalAmt
Program Services$4,083,584ProgramServicesAmt
Management And General$1,738,549ManagementAndGeneralAmt
Fundraising$4,875FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$499,302TotalAmt
Management And General$499,302ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$551,458TotalAmt
Management And General$551,458ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,247,047TotalAmt
Fundraising$1,247,047FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,022,756TotalAmt
Program Services$11,132ProgramServicesAmt
Management And General$2,011,624ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,240,376TotalAmt
Program Services$35,011,335ProgramServicesAmt
Management And General$9,132,558ManagementAndGeneralAmt
Fundraising$96,483FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$812,687TotalAmt
Program Services$625,426ProgramServicesAmt
Management And General$159,723ManagementAndGeneralAmt
Fundraising$27,538FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,240,180TotalAmt
Program Services$58,550,229ProgramServicesAmt
Management And General$4,492,746ManagementAndGeneralAmt
Fundraising$2,197,205FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,548,805TotalAmt
Program Services$4,303,485ProgramServicesAmt
Management And General$4,170,244ManagementAndGeneralAmt
Fundraising$75,076FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$976,572TotalAmt
Program Services$976,572ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,180,351TotalAmt
Program Services$36,067,686ProgramServicesAmt
Management And General$1,112,665ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,952,665TotalAmt
Program Services$14,304,697ProgramServicesAmt
Management And General$1,205,700ManagementAndGeneralAmt
Fundraising$442,268FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,718,524TotalAmt
Program Services$4,122,904ProgramServicesAmt
Management And General$811,688ManagementAndGeneralAmt
Fundraising$783,932FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$24,681,744TotalAmt
Program Services$23,944,113ProgramServicesAmt
Management And General$737,631ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$49,882,924TotalAmt
Program Services$48,392,138ProgramServicesAmt
Management And General$1,490,786ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS, PERIODICALS & MEDIA$12,735,827$12,541,639$67,450$126,738
SUBSIDIARY EXPENSE-TVETS$8,685,638$8,685,638
EQUIPMENT PURCHASES$10,063,354$9,649,257$414,097
GOODS AND SERVICES$6,211,784$6,198,722$4,842$8,220

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,711,089TotalAmt
Program Services$2,703,364ProgramServicesAmt
Management And General$7,650ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$957,093,086TotalAmt
Program Services$834,819,469ProgramServicesAmt
Management And General$100,577,427ManagementAndGeneralAmt
Fundraising$21,696,190FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,144,966BOYAmt
EOY$70,836,874EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,864,598BOYAmt
EOY$60,616,565EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,283,927BOYAmt
EOY$10,093,247EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$52,212,596BOYAmt
EOY$50,022,096EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$469,693BOYAmt
EOY$441,491EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,533,501BOYAmt
EOY$6,420,296EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,644,918,323LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$700,099,568LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$850,843,752BOYAmt
EOY$944,818,755EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$335,348,295BOYAmt
EOY$287,653,010EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,690,450,801BOYAmt
EOY$1,583,863,320EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$23,957,756BOYAmt
EOY$28,812,752EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$111,106,190BOYAmt
EOY$103,656,612EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,169,216,075BOYAmt
EOY$3,147,235,018EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$142,400,188BOYAmt
EOY$153,682,248EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$52,592,689BOYAmt
EOY$81,681,210EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$639,435,774BOYAmt
EOY$639,406,592EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,038,342BOYAmt
EOY$3,081,882EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$96,652,809BOYAmt
EOY$127,500,569EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$934,119,802BOYAmt
EOY$1,005,352,501EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,188,961,787BOYAmt
EOY$1,105,481,783EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$459,067,432BOYAmt
EOY$424,925,840EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$587,067,054BOYAmt
EOY$611,474,894EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,235,096,273BOYAmt
EOY$2,141,882,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,169,216,075BOYAmt
EOY$3,147,235,018EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$20,231,173ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$42,514,880NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$30,467,703OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$205,879,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$209,152,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,625,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$227,337,686CurrentTaxYearMinus1YearAmt
Current Tax Year$260,031,001CurrentTaxYearAmt
Total$1,145,025,547TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$205,879,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$209,152,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,625,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$227,337,686CurrentTaxYearMinus1YearAmt
Current Tax Year$260,031,001CurrentTaxYearAmt
Total$1,145,025,547TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,145,025,547PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,639,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,640,901CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,079,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,057,578CurrentTaxYearMinus1YearAmt
Current Tax Year$10,145,285CurrentTaxYearAmt
Total$86,562,699TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,231,588,246TotalSupportAmt
Gross Receipts Rltd Activities$3,028,303,518GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9297PublicSupportCY170Pct
Public Support PY1700.9200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$551,458FilingOrganizationsTotalAmt
Affiliated Group Total$551,458AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$551,458FilingOrganizationsTotalAmt
Affiliated Group Total$551,458AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$934,845,438FilingOrganizationsTotalAmt
Affiliated Group Total$975,176,702AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$935,396,896FilingOrganizationsTotalAmt
Affiliated Group Total$975,728,160AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$450,418CurrentYearMinus3Amt
Current Year Minus2$508,367CurrentYearMinus2Amt
Current Year Minus1$539,499CurrentYearMinus1Amt
Current Year$551,458CurrentYearAmt
Total$2,049,742TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$79,403RevenuesIncludedAmt
Assets Included$16,856,994AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,386,696,958BeginningYearBalanceAmt
Contributions$11,124,069ContributionsAmt
Investment Earnings Or Losses$159,776,163InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,256,087GrantsOrScholarshipsAmt
Other Expenditures$63,959,588OtherExpendituresAmt
Administrative Expenses$5,026,265AdministrativeExpensesAmt
End Year Balance$1,472,355,250EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,445,680,252BeginningYearBalanceAmt
Contributions$8,004,599ContributionsAmt
Investment Earnings Or Losses$8,206,782InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,978,246GrantsOrScholarshipsAmt
Other Expenditures$56,013,800OtherExpendituresAmt
Administrative Expenses$4,202,629AdministrativeExpensesAmt
End Year Balance$1,386,696,958EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.402BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.371PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.227TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,996,961OtherCostOrOtherBasisAmt
Book Value$49,996,961BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,380,314,156OtherCostOrOtherBasisAmt
Depreciation$583,693,909DepreciationAmt
Book Value$796,620,247BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$214,607,206OtherCostOrOtherBasisAmt
Depreciation$116,405,659DepreciationAmt
Book Value$98,201,547BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$944,818,755TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$515,235,932BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investments$10,321,696F
Common Trust Equity Index Funds$344,056,870F
Private Equities$413,736,515F
Real Estate$134,236,225F
Funds Held Under Bond Agreements$4,199,959F
UNSETTLED INVESTMENTS$5,419,934F
Natural Resources$106,392,527F
Non-Marketable Credit$50,263,662F
FieldValueIRS element (for citing)
Total Book Value Securities$1,583,863,320TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Unfunded Status of Post Retirement Plan$12,801,000
Interest Rate Agreements$88,275,522
Government Advances$26,424,047
FieldValueIRS element (for citing)
Total Liability$127,500,569TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$774,887,444TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$42,514,880NetUnrealizedGainsInvstAmt
Other Revenue-$119,158,249OtherRevenueAmt
Revenue Not Reported-$161,673,129RevenueNotReportedAmt
Revenue Subtotal$936,560,573RevenueSubtotalAmt
Other Revenues Not Included$301,340OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$301,340RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$936,861,913TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$868,101,201TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$47,146,141OtherExpensesIncludedAmt
Expenses Not Reported$47,146,141ExpensesNotReportedAmt
Expenses Subtotal$820,955,060ExpensesSubtotalAmt
Other Expenses Not Included$136,138,026OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$136,138,026ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$957,093,086TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS INCLUDE PRIMARILY ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteUS GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The University has analyzed the tax positions taken and has concluded that as of June 30, 2016, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Consolidated entities revenue - 13851604 Change in split interest agreement - -803368 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc F/K/A T-NEMC, a related organization - 775665
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRental Expense netted with rental income - -2111683 Inter-departmental requisition revenue - 2413023
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental expense netted with rental income - 2111683 Inter-departmental requisition revenue - 742853 Consolidated entities expenses - 12148411 Cumulative effect of account change SFAS 158 - 6562000 Change in fair value of interest agreements - 25581194
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsConsolidated entities expenses - 3155876 Tuition discount - XXX-XX-XXXX

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)55Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$4,032,890
East Asia and the Pacific32Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$578,422
South America11Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$413,831
Sub-Saharan Africa12Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$230,097
Central America and the Caribbean00Grantmaking$214
East Asia and the Pacific00Grantmaking$435,086
Europe (Including Iceland and Greenland)00Grantmaking$1,228,267
Middle East and North Africa00Grantmaking$168,759
North America (Canada & Mexico only)00Grantmaking$48,619
Russia and Neighboring States00Grantmaking$98,178
South America00Grantmaking$28,030
South Asia00Grantmaking$1,130,380
Sub-Saharan Africa00Grantmaking$4,000,821
Central America and the Caribbean00Investments$464,186,000
Europe (Including Iceland and Greenland)00Investments$36,067,000
North America (Canada & Mexico only)00Investments$11,687,000
Sub-Saharan Africa00Investments$7,027,000
Central America and the Caribbean00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$51,092
East Asia and the Pacific00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$123,616
Europe (Including Iceland and Greenland)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$623,091
Middle East and North Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$46,044
North America (Canada & Mexico only)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$38,205
Russia and Neighboring States00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$3,492
South America00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$16,623
South Asia00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$68,583
Sub-Saharan Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$127,588
Central America and the Caribbean00Fundraising$367
East Asia and the Pacific00Fundraising$9,711
Europe (Including Iceland and Greenland)00Fundraising$31,480
North America (Canada & Mexico only)00Fundraising$1,204
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Subtotal Spent$524,333,594SubtotalSpentAmt
Continuation Spent$8,168,096ContinuationSpentAmt
Total Spent$532,501,690TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (53 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaSubcontract Research Grant$65,185WIRE
Sub-Saharan AfricaSubcontract Research Grant$554,021WIRE
South AsiaSubcontract Research Grant$396,673WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$26,319WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$10,569CHECK
South AsiaSubcontract Research Grant$136,355WIRE
East Asia and the PacificSubcontract Research Grant$177,665WIRE
South AsiaSubcontract Research Grant$205,095WIRE
Middle East and North AfricaSubcontract Research Grant$70,593WIRE
Middle East and North AfricaSubcontract Research Grant$43,802CHECK
Europe (Including Iceland and Greenland)Subcontract Research Grant$21,063CHECK
Europe (Including Iceland and Greenland)Subcontract Research Grant$115,054WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$311,966WIRE
East Asia and the PacificSubcontract Research Grant$8,767WIRE
Sub-Saharan AfricaSubcontract Research Grant$33,660WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$11,121WIRE
Sub-Saharan AfricaSubcontract Research Grant$42,299WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$73,294WIRE
Sub-Saharan AfricaSubcontract Research Grant$155,219WIRE
South AsiaSubcontract Research Grant$20,000WIRE
North America (Canada & Mexico only)Subcontract Research Grant$37,269WIRE
Sub-Saharan AfricaInternational Program Advances$192,278WIRE
Sub-Saharan AfricaSubcontract Research Grant$189,078WIRE
Sub-Saharan AfricaSubcontract Research Grant$29,010WIRE
Sub-Saharan AfricaSubcontract Research Grant$46,355WIRE
Sub-Saharan AfricaSubcontract Research Grant$77,030WIRE
Sub-Saharan AfricaSubcontract Research Grant$109,516WIRE
South AsiaSubcontract Research Grant$67,111WIRE
Sub-Saharan AfricaSubcontract Research Grant$28,940WIRE
Sub-Saharan AfricaSubcontract Research Grant$30,673WIRE
East Asia and the PacificSubcontract Research Grant$69,483WIRE
Sub-Saharan AfricaSubcontract Research Grant$10,043WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$58,335WIRE
Sub-Saharan AfricaSubcontract Research Grant$35,964WIRE
Sub-Saharan AfricaSubcontract Research Grant$14,925WIRE
Sub-Saharan AfricaInternational Program Advances$92,500WIRE
South AsiaSubcontract Research Grant$52,726WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$54,784WIRE
Sub-Saharan AfricaInternational Program Advances$261,871WIRE
Sub-Saharan AfricaSubcontract Research Grant$225,677WIRE
Sub-Saharan AfricaSubcontract Research Grant$15,484WIRE
Sub-Saharan AfricaSubcontract Research Grant$11,236WIRE
Sub-Saharan AfricaSubcontract Research Grant$9,900WIRE
Sub-Saharan AfricaSubcontract Research Grant$12,360WIRE
Sub-Saharan AfricaSubcontract Research Grant$12,360WIRE
Sub-Saharan AfricaSubcontract Research Grant$12,900WIRE
Sub-Saharan AfricaSubcontract Research Grant$10,157WIRE
Sub-Saharan AfricaSubcontract Research Grant$886,101WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$15,000WIRE
Sub-Saharan AfricaSubcontract Research Grant$10,000WIRE
East Asia and the PacificSubcontract Research Grant$14,000WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$100,905CHECK
Sub-Saharan AfricaInternational Program Advances$77,350WIRE
FieldValueIRS element (for citing)
Total501c3 Org49Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (26 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
International Program AdvancesSub-Saharan Africa1$15,000Electronic Funds Transfer
International Program AdvancesSub-Saharan Africa8$354,165Wire
ScholarshipsEast Asia and the Pacific20$105,052Check
ScholarshipsEurope (Including Iceland and Greenland)34$418,415Check
ScholarshipsMiddle East and North Africa5$51,523Check
ScholarshipsNorth America (Canada & Mexico only)5$9,811Check
ScholarshipsRussia and Neighboring States16$98,178Check
ScholarshipsSouth America4$28,030Check
ScholarshipsSouth Asia23$245,256Check
ScholarshipsSub-Saharan Africa23$343,562Check
ScholarshipsSub-Saharan Africa3$19,226Wire
Student PrizesCentral America and the Caribbean1$214Check
Student PrizesEast Asia and the Pacific10$15,669Check
Student PrizesEurope (Including Iceland and Greenland)3$4,640Check
Student PrizesMiddle East and North Africa1$2,541Check
Student PrizesNorth America (Canada & Mexico only)2$1,240Check
Student PrizesSouth Asia4$7,164Check
Student PrizesSub-Saharan Africa3$1,750Check
Student StipendsEast Asia and the Pacific1$100Check
Student StipendsMiddle East and North Africa1$300Check
Student StipendsNorth America (Canada & Mexico only)1$300Wire
Student StipendsSub-Saharan Africa2$600Check
Student StipendsSub-Saharan Africa6$4,800Wire
Subcontract Research GrantEast Asia and the Pacific1$44,349Wire
Subcontract Research GrantEurope (Including Iceland and Greenland)1$6,800Wire
Subcontract Research GrantSub-Saharan Africa3$5,700Wire
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
65 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52404TELEFUND VENDORfalse$1,260,624$473,430$787,194
MARTS & LUNDY INC
1200 WALL STREET WESTLYNDHURSTNJ07071STRATEGY CONSULTINGfalse$0$50,193-$50,193
FieldValueIRS element (for citing)
Total Gross Receipts$1,260,624TotalGrossReceiptsAmt
Total Retained By Contractors$523,623TotalRetainedByContractorsAmt
Total Net To Organization$737,001TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesDCLicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (102 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
100 Mile Club
2191 5th St 211NovcoCA92860208425786501 (C)(3)$197,683SUBCONTRACT GRANT AWARD
ACDIVOCA
50 F Street NW Ste 1075WashingtonDC20001520811461501 (C)(3)$81,214SUBCONTRACT GRANT AWARD
Action for Boston Community Development
178 Tremont StBostonMA02111042304133501 (C)(3)$41,197SUBCONTRACT GRANT AWARD
Aerogel Technologies LLC
270 Dorchester AveBostonMA02127264780499FOR PROFIT$33,717SUBCONTRACT GRANT AWARD
American Press Institute Inc
4401 Wilson Blvd Ste 900ArlingtonVA22203132690182501 (C)(3)$24,000SUBCONTRACT GRANT AWARD
Chad J Anderson DMD Inc
9497 N Fort Washington Rd Ste 106FresnoCA93730204327389FOR PROFIT$12,000SUBCONTRACT GRANT AWARD
Animal Shelter Inc
17 Laurelwood RdSterlingMA01564043236868501 (C)(3)$42,875SUBCONTRACT GRANT AWARD
Arizona State University
PO Box 876011TempeAZ852876011860196696501 (C)(3)$14,580SUBCONTRACT GRANT AWARD
Arrow Systems Integration Inc
PO Box 4869HoustonTX77210331009098FOR PROFIT$290,395SUBCONTRACT GRANT AWARD
Battelle
Dept L998ColumbusOH43260314379427501 (C)(3)$214,672SUBCONTRACT GRANT AWARD
Baystate Medical Center
280 Chestnut StSpringfieldMA01199042790311501 (C)(3)$141,383SUBCONTRACT GRANT AWARD
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501 (C)(3)$232,385SUBCONTRACT GRANT AWARD
Boston Medical Center
660 Harrison AveBostonMA02118043314093501 (C)(3)$90,413SUBCONTRACT GRANT AWARD
Boston Public Health Commission
1010 Massachusetts Ave 6th flBostonMA02118043316655501 (C)(3)$16,058SUBCONTRACT GRANT AWARD
Boston University
PO Box 55058BostonMA02205042103547501 (C)(3)$353,543SUBCONTRACT GRANT AWARD
Brandeis University
PO Box 549110WalthamMA024549110042103552501 (C)(3)$13,411SUBCONTRACT GRANT AWARD
Brigham & Women's Hospital
PO Box 3887BostonMA02241042312909501 (C)(3)$471,512SUBCONTRACT GRANT AWARD
Brown University
PO Box 1911ProvidenceRI02912050258809501 (C)(3)$396,953SUBCONTRACT GRANT AWARD
Bunker Hill Community College
250 New Rutherford AveBostonMA02129046002284501 (C)(3)$9,146SUBCONTRACT GRANT AWARD
Cast Inc
40 Harvard Mills Square Ste 3WakefieldMA01880222746879501 (C)(3)$15,000SUBCONTRACT GRANT AWARD
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501 (C)(3)$273,244SUBCONTRACT GRANT AWARD
Chinese Progressive Association Inc
28 Ash StBostonMA021111517042631569501 (C)(3)$55,000SUBCONTRACT GRANT AWARD
Trustees of Columbia University
PO Box 29789New YorkNY10087135598093501 (C)(3)$712,111SUBCONTRACT GRANT AWARD
Cornell University
PO Box 22IthacaNY148510022150532082501 (C)(3)$22,753SUBCONTRACT GRANT AWARD
Dana Farber Cancer Institute
450 Brookline AveBostonMA02215042263040501 (C)(3)$13,002SUBCONTRACT GRANT AWARD
Duke University
PO Box 602651CharlotteNC28260560532129501 (C)(3)$225,074SUBCONTRACT GRANT AWARD
Education Development Center Inc
43 Foundry AveWalthamMA076583830042241718501 (C)(3)$58,360SUBCONTRACT GRANT AWARD
Emory University
PO Box 935084AtlantaGA311935084580566256501 (C)(3)$39,835SUBCONTRACT GRANT AWARD
The Forsyth Institute
245 First St 17th FloorCambridgeMA02142042104230501 (C)(3)$423,685SUBCONTRACT GRANT AWARD
Fox Chase Cancer Center
604 Cottman AveCheltenhamPA19012232003072501 (C)(3)$63,173SUBCONTRACT GRANT AWARD
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$123,967SUBCONTRACT GRANT AWARD
Global Literacy Project Inc
44 Walker StCambridgeMA02138471892766501 (C)(3)$143,000SUBCONTRACT GRANT AWARD
Harvard University
PO Box 415649BostonMA02241042103580501 (C)(3)$459,723SUBCONTRACT GRANT AWARD
Hebrew Rehabilitation Center
1200 Center StBostonMA02131042104298501 (C)(3)$83,044SUBCONTRACT GRANT AWARD
Heifer International
1 World AveLittle RockAR72202351019477501 (C)(3)$45,456SUBCONTRACT GRANT AWARD
Fred Hutchinson Cancer Research Center
PO Box 19024SeattleWA981091024237156071501 (C)(3)$120,290SUBCONTRACT GRANT AWARD
Inflexxion Inc
320 Needham St Ste 100NewtonMA02464043069951FOR PROFIT$10,000SUBCONTRACT GRANT AWARD
Institute for Wildlife Studies
PO Box 1104ArcataCA955181104942612613501 (C)(3)$39,697SUBCONTRACT GRANT AWARD
International Food Policy Research Inst
2033 K Street NWWashingtonDC20006521041632501 (C)(3)$396,680SUBCONTRACT GRANT AWARD
International Nutrition Foundation
150 Harrison Ave Rm 232BostonMA02111042761215501 (C)(3)$81,623SUBCONTRACT GRANT AWARD
Intersection Media LLC
PO Box 5179New YorkNY100875179200742221FOR PROFIT$7,000SUBCONTRACT GRANT AWARD
Jackson Lab
610 Main StBar HarborME04609010211513501 (C)(3)$42,559SUBCONTRACT GRANT AWARD
Johns Hopkins University
12529 Collections Center DrChicagoIL60693520595110501 (C)(3)$518,044SUBCONTRACT GRANT AWARD
KUMC Research Institute Inc
3901 Rainbow BlvdKansas CityKS66160481108830501 (C)(3)$22,950SUBCONTRACT GRANT AWARD
Maine Medical Center
22 Bramhall StPortlandME04102010238552501 (C)(3)$16,250SUBCONTRACT GRANT AWARD
Mass Eye and Ear Infirmary
243 Charles StBostonMA02114042103591501 (C)(3)$40,302SUBCONTRACT GRANT AWARD
Mass General Hospital
PO Box 3829BostonMA02241042697983501 (C)(3)$205,512SUBCONTRACT GRANT AWARD
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501 (C)(3)$312,004SUBCONTRACT GRANT AWARD
Metropolitan Area Planning Council
60 Temple PlaceBostonMA02111042472296501 (C)(3)$19,181SUBCONTRACT GRANT AWARD
Michigan State University
426 Auditorium RdEast LansingMI48824386005984501 (C)(3)$17,105SUBCONTRACT GRANT AWARD
Montana State University
PO Box 172470BozemanMT597172470816010045501 (C)(3)$45,647SUBCONTRACT GRANT AWARD
New York Academy of Medicine
1216 Fifth AveNew yorkNY10029131656674501 (C)(3)$13,168SUBCONTRACT GRANT AWARD
New York Medical College
40 Sunshine Cottage RdValhallaNY10595131099420501 (C)(3)$73,083SUBCONTRACT GRANT AWARD
New York University
PO Box 415026BostonMA022415026135562308501 (C)(3)$56,500SUBCONTRACT GRANT AWARD
Nobis Engineering Inc
18 Chenell DriveConcordNH03301020433409FOR PROFIT$14,658SUBCONTRACT GRANT AWARD
North Carolina State University
Campus Box 7214RaleighNC27695566000756501 (C)(3)$133,366SUBCONTRACT GRANT AWARD
Northeastern University
360 Huntington AveBostonMA02115041679980501 (C)(3)$160,148SUBCONTRACT GRANT AWARD
Northwestern University
633 Clark St Rm G-547EvanstonIL602081112362167817501 (C)(3)$825,540SUBCONTRACT GRANT AWARD
Ohio State University Research Foundation
1960 Kenny RdColumbusOH432101063316401599501 (C)(3)$12,385SUBCONTRACT GRANT AWARD
Pine Manor College
400 Heath StChestnut HillMA02467042321292501 (C)(3)$14,747SUBCONTRACT GRANT AWARD
Purdue University
23510 Network PlChicagoIL60673356002041501 (C)(3)$141,589SUBCONTRACT GRANT AWARD
RAND Corporation
PO Box 2138Santa MonicaCA904072138951958142501 (C)(3)$44,692SUBCONTRACT GRANT AWARD
Regents of the University of Minnesota
25 Mall RdBurlingtonMA01805416007513501 (C)(3)$15,314SUBCONTRACT GRANT AWARD
Regents of University of Colorado
Univ of Colorado-BoulderDenverCO802910220846000555501 (C)(3)$32,752SUBCONTRACT GRANT AWARD
Rensselaer Polytechnic Institute
110 8th StTroyNY121803500141340095501 (C)(3)$315,423SUBCONTRACT GRANT AWARD
Research Foundation of City of New York
230 West 41st St 7th FlNew YorkNY10036131988190501 (C)(3)$7,500SUBCONTRACT GRANT AWARD
Rhode Island Hospital
593 Eddy StProvidenceRI02903050258954501 (C)(3)$5,623SUBCONTRACT GRANT AWARD
Russo Construction
407R Mystic Ave Unit 11BMedfordMA02155043121908FOR PROFIT$7,500SUBCONTRACT GRANT AWARD
The Scripps Research Institute
10550 N Torrey Pines RdLa JollaCA92037330435954501 (C)(3)$87,477SUBCONTRACT GRANT AWARD
SomaLogic Inc
2945 Wilderness PlaceBoulderCO80301522195896FOR PROFIT$341,959SUBCONTRACT GRANT AWARD
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501 (C)(3)$40,000SUBCONTRACT GRANT AWARD
City of Somerville
93 Highland Ave 3rd FloorSomervilleMA02143046001414501 (C)(3)$27,645SUBCONTRACT GRANT AWARD
St Jude Children's Research Hospital
PO Box 1000 Dept 949MemphisTN38148620646012501 (C)(3)$11,596SUBCONTRACT GRANT AWARD
Synaptic Research LLC
1448 South Rolling RoadBaltimoreMD21227205487221FOR PROFIT$204,950SUBCONTRACT GRANT AWARD
TBMS
1600 Boston-Providence HwyWalpoleMA02081593828470FOR PROFIT$31,350SUBCONTRACT GRANT AWARD
Technical Education Research Center Inc
2067 Massachusetts AveCambridgeMA02140046134355501 (C)(3)$217,748SUBCONTRACT GRANT AWARD
Texas A&M University
400 Harvey Mitchell Pkwy S Ste 300College StationTX77845746000531501 (C)(3)$71,314SUBCONTRACT GRANT AWARD
Think3d
3 Barrymore RoadHanoverNH03755461019559FOR PROFIT$60,197SUBCONTRACT GRANT AWARD
Tufts Medical Center
750 Washington StBostonMA02111043400617501 (C)(3)$3,766,182SUBCONTRACT GRANT AWARD
Tunxis Community College
271 Scott Swamp RdFarmingtonCT06032066268897501 (C)(3)$43,292SUBCONTRACT GRANT AWARD
Tuskegee University
1200 W Montgomery RdTuskegee InstAL36088630288878501 (C)(3)$30,037SUBCONTRACT GRANT AWARD
UMDC Diagnostic Clinic
PO Box 405803AtlantaGA30384592695890501 (C)(3)$394,480SUBCONTRACT GRANT AWARD
University of California Davis
PO Box 989062West SacramentoCA957989062946036494501 (C)(3)$166,287SUBCONTRACT GRANT AWARD
University of California Los Angeles
405 Hilgard AveLos AngelesCA900959000956006143501 (C)(3)$22,164SUBCONTRACT GRANT AWARD
University of North Carolina at Chapel Hill
PO Box 402420AtlantaGA303842420566001393501 (C)(3)$5,515SUBCONTRACT GRANT AWARD
University of Rhode Island Cooperative Extensi
70 Lower College Rd 3rd flKingstonRI028810811056000522501 (C)(3)$15,713SUBCONTRACT GRANT AWARD
University of Florida
PO Box 113001GainesvilleFL326113001596002052501 (C)(3)$49,629SUBCONTRACT GRANT AWARD
University of Georgia
147 Cedar StreetAthensGA30602586001998501 (C)(3)$51,365SUBCONTRACT GRANT AWARD
University of Illinois
PO Box 20787SpringfieldIL62708376000511501 (C)(3)$42,288SUBCONTRACT GRANT AWARD
University of Massachusetts
100 Morrissey BlvdBostonMA02125043167352501 (C)(3)$78,410SUBCONTRACT GRANT AWARD
Regents of the University of Michigan
Box 223131PittsburghPA152512131386006309501 (C)(3)$176,255SUBCONTRACT GRANT AWARD
University of Northern Iowa
1227 West 27th StreetCedar FallsIA50614426004333501 (C)(3)$59,576SUBCONTRACT GRANT AWARD
Trustees of the University of Pennsylvania
PO Box 785541PhiladelphiaPA19178231352685501 (C)(3)$10,178SUBCONTRACT GRANT AWARD
University of Pittsburgh
PO Box 371220PittsburghPA152517220250965591501 (C)(3)$57,065SUBCONTRACT GRANT AWARD
University of Southern California
3710 McClintock AvenueLos AngelesCA90089951642394501 (C)(3)$120,462SUBCONTRACT GRANT AWARD
University of Tennessee
210 Student Services BuildingKnoxvilleTN37996626001636501 (C)(3)$7,886SUBCONTRACT GRANT AWARD
University of Texas
PO Box 301418DallasTX753031418741761309501 (C)(3)$167,250SUBCONTRACT GRANT AWARD
University of Washington
12455 Collections DrChicagoIL60693916001537501 (C)(3)$472,206SUBCONTRACT GRANT AWARD
Ancy Verdier
384 Montauk Hwy Ste 4WainscottNY11975640952279FOR PROFIT$6,000SUBCONTRACT GRANT AWARD
Washington State University
PO Box 641039PullmanWA991641039916001108501 (C)(3)$64,852SUBCONTRACT GRANT AWARD
Washington University
700 Rosedale AveSt LouisMO63112430653611501 (C)(3)$44,668SUBCONTRACT GRANT AWARD
Weill Medical College of Cornell Univ
575 Lexington Ave 9th FlNew YorkNY10022131623978501 (C)(3)$182,030SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org89Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS5971$128,409,632
FELLOWSHIPS446$1,867,178
STUDENT PRIZES635$566,262
STUDENT STIPENDS356$780,707

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anthony P Monaco
Trustee & University President$748,663$0$0$0$63,621$0$51,825$0$91,349$0$955,458$0$0$0
Patricia L Campbell
Executive VP$495,371$0$0$0$6,835$0$51,825$0$8,859$0$562,890$0$0$0
Mary R Jeka
VP - University Relations$353,747$0$0$0$6,673$0$47,541$0$8,757$0$416,718$0$0$0
David R Harris
Provost & Sr. V.P.$522,762$0$0$0$872$0$51,825$0$25,760$0$601,219$0$0$0
Thomas S McGurty
VP - Finance and Treasurer$368,013$0$0$0$2,602$0$47,526$0$22,256$0$440,397$0$0$0
David J Kahle
VP - Information Technology, CIO$306,631$0$14,620$0$629$0$41,238$0$25,580$0$388,698$0$0$0
Julien C Carter
VP - Human Resources$274,134$0$30,000$0$6,671$0$36,859$0$18,965$0$366,629$0$0$0
Christine C Sanni
VP - Communications and Marketing$238,908$0$0$0$360$0$31,415$0$21,644$0$292,327$0$0$0
Michael A Baenen
SEE SCHEDULE O FOR TITLE$162,887$0$0$0$329$0$19,385$0$12,057$0$194,658$0$0$0
Paul JTringale
Secretary of Corporation$131,960$0$0$0$465$0$15,003$0$7,659$0$155,087$0$0$0
Eric CJohnson
VP - University Advancement$360,220$0$0$0$1,649$0$46,744$0$21,788$0$430,401$0$0$0
Linda Snyder
VP - Operations$275,020$0$0$0$5,989$0$34,643$0$19,837$0$335,489$0$0$0
George A Hibbard
Assistant Treasurer$159,330$0$0$0$728$0$17,974$0$115$0$178,147$0$0$0
Harris ABerman
Dean Medical School$455,375$0$0$0$3,980$0$33,825$0$24,581$0$517,761$0$0$0
Linda MAbriola
Dean of Engineering - End Date 8/31/15. Professor of Engineering - Start Date 9/1/15.$304,511$0$0$0$2,111$0$33,825$0$85,053$0$425,500$0$0$0
James MGlaser
Dean Arts & Sciences$336,693$0$0$0$1,747$0$33,825$0$75,019$0$447,284$0$0$0
Naomi Rosenberg
Dean Sackler School$265,156$0$0$0$3,383$0$33,825$0$17,948$0$320,312$0$0$0
Deborah T Kochevar
Dean Cummings School$264,957$0$0$0$1,151$0$33,825$0$19,458$0$319,391$0$0$0
Jianmin Qu
Dean of Engineering - Start Date 8/1/15$154,603$0$0$0$712$0$21,281$0$8,546$0$185,142$0$0$0
Huw Thomas
Dean Dental School$399,735$0$0$0$2,827$0$33,825$0$13,263$0$449,650$0$0$0
Sally Dungan
Chief Investment Officer$365,380$0$337,224$0$11,657$0$186,395$0$74,186$0$974,842$0$165,591$0
Paul B Mace
Director of Investments$228,929$0$170,178$0$231$0$107,377$0$28,738$0$535,453$0$83,647$0
David M Hohmann
Director of Administration & Risk$226,996$0$169,270$0$348$0$107,183$0$30,417$0$534,214$0$0$0
Maria Papageorge
Professor & Chair$245,850$0$290,586$0$1,011$0$30,925$0$25,737$0$594,109$0$0$0
Renee R Nadler
Director of Investments$272,106$0$198,075$0$1,200$0$123,183$0$20,525$0$615,089$0$97,488$0
Martha L Pokras
Executive Director of Planning & Administration$107,064$0$0$0$31,396$0$13,304$0$4,504$0$156,268$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 2015, THREE OFFICERS AND 1 KEY EMPLOYEE TRAVELED USING SUCH AIRLINE ACCOMODATIONS, THE VALUE OF WHICH WAS NOT INCLUDED IN THEIR TAXABLE COMPENSATION AS THIS ACTIVITY WAS A BUSINESS EXPENSE.
Schedule J, Part I, Line 1a Travel for companionsTHE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2015, TWO OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D).
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDED 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.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $337,224 IN 2015. 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 $198,075 IN 2015. PAUL MACE, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $170,178 IN 2015. DAVID HOHMANN, DIRECTOR OF ADMINSTRATION & RISK, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $169,270 IN 2015. FOR ALL PARTICIPANTS IN THE INCENTIVE COMPENSATION PLAN THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR YEARS TWO AND THREE. THE ACTUAL PAYMENTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND AMOUNTS PAID TO THESE INDIVIDUALS ARE FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 6(a) AND LINE 7.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationDR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2015, INCENTIVE PAYMENTS TOTALED $290,586 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE.
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organizationSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. PURSUANT TO THE PLAN DESCRIBED ON LINE 4(B) ABOVE, A CURRENT YEAR FIXED-PORTION PAYOUT OF $243,170 WAS MADE IN AUGUST 2015. 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 $142,816 WAS MADE IN AUGUST 2015. 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). PAUL MACE, 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 $122,707 WAS MADE IN AUGUST 2015. 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). DAVID HOHMANN, DIRECTOR OF ADMINISTRATION & RISK 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 $122,066 WAS MADE IN AUGUST 2015. 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 paymentsDAVID J. KAHLE, VP - INFORMATION TECHNOLOGY, CIO, RECEIVED A NON-FIXED PAYMENT OF $14,620 FOR HIS PERFORMANCE BONUS . THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II). SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A NONDISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $74,992 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN DESCRIBED ON 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 $44,031 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN DESCRIBED ON LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II). PAUL MACE, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A NONDISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $37,836 FOR HIS INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN DESCRIBED ON LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II). DAVID HOHMANN, DIRECTOR OF ADMINISTRATION & RISK, PARTICIPATES IN A NONDISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $37,647 FOR HIS INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN DESCRIBED ON LINE 4(B) AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionThe Provost is serving under his initial contract.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$2,200,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$17,885,000$71,408,000$83,830,604$0$0$0$731,604$0$0$83,099,000$0$0falsefalseYes (true)Yes (true)2010
C$1,900,000$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
D$3,500,000$27,900,000$27,900,000Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00460.00150.0061falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.01870.00030.0190falsefalseYes (true)
C0.0
D0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Deutsche Bank and Bank of America
AfalseYes (true)Yes (true)falsefalsefalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalseYes (true)
(no name)
DfalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$50,532,192$532,192$50,000,000Yes (true)falseYes (true)Yes (true)
B$78,544,431$728,677$3,297,441falseYes (true)falseYes (true)$68,817,733$5,700,5802016
C$28,000,000$66,569falsefalsefalseYes (true)$27,933,4312016

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdEngage Bond Counsel ResearchEngageBondCounselResearchIndTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AYes (true)0.0
BYes (true)0.0176falsefalseYes (true)Yes (true)Yes (true)0.01730.0003falsefalseYes (true)
C0.0001falsefalsefalsefalse0.00.0001falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MORTON B ROSENBERG
SPOUSE OF CURRENT KEY EMPLOYEE$206,653EMPLOYMENTfalse
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$610,499INVESTMENT MANAGEMENT SERVICESfalse
MARK A POKRAS
SPOUSE OF FORMER OFFICER$47,641EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$79,403NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,376NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$7,855NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution207ContributionCnt
Noncash Contributions Rpt F990$5,309,958NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$86,265NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$52,234NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Medical Equipment8$93,146Market value
Yes (X)Gift Cards6$320Market value
Yes (X)Dinner Events and Meetings10$23,667Market value
Yes (X)Computer Equipment2$7,818Market value
Yes (X)Boat Trailer1$12,300Market value
Yes (X)Landscaping Equipment3$10,506Market value
Yes (X)Sports Tickets2$4,576Market value
Yes (X)Rental Rate Reduction1$10,599,452Market value
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSTUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES THE ACCOUNTING PROCESS FOR VOLUNTEERS IS QUITE FRAGMENTED . AT THIS TIME, WITHOUT A CENTRALIZED COUNTING MECHANISM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS NO WAY TO ACCURATELY TRACK OR ESTIMATE THE ACTUAL NUMBER OF UNIVERSITY VOLUNTEERS.
Form 990, Part III, Line 1Tufts is a student-centered research university dedicated to the creation and application of knowledge. We are committed to providing transformative experiences for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES PER W-3THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,701 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2015. 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 personsTHOMAS M. ALPERIN AND BRIAN KAVOOGIAN - Business relationship, DANIEL J. DOHERTY III, THOMAS M. ALPERIN AND BRIAN KAVOOGIAN - Business relationship, DANIEL J. DOHERTY III AND THOMAS M. ALPERIN - Business relationship, JEFF KINDLER, DANIEL J. DOHERTY III AND JOHN BELLO - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. THE UNIVERSITY ALSO ENGAGED PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS 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.
Form 990, Part VI, Line 12c Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH PERSON IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, VIA THE EXECUTIVE VP OR SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED WILLIS TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2016 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesFOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS OUR HUMAN RESOURCES OFFICE USES COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER PAY. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE V.P. FOR THEIR RESPECTIVE DIRECT REPORTS.
Form 990, Part VI, Line 19 Required documents available to the publicTRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the Mass. Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE AT WWW.TUFTS.EDU.
Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLESMICHAEL BAENEN - SERVES AS CHIEF OF STAFF IN THE OFFICE OF THE PRESIDENT AND ASSISTANT SECRETARY OF THE CORPORATION
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesConsolidated Entities Revenue - 1703193; Cumulative Effect of Accounting Change SFAS 158 - -6562000; Change in split Interest Agreement - -803368; Change in fair value of interest rate agreements - -25581193; Investment in Tufts Shared Services, Inc. F/K/A T-NEMC - 775665;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$0$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$4,052,187$3,039,597TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA-$16,332$0TRUSTEES OF TUFTS COLLEGE
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREETSOMERVILLEMA02144800754011HEALTH AND WELLNESS SERVICESMA$0$0TRUSTEES OF TUFTS COLLEGE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(c)(3Type ITRUSTEES OF TUFTS COLLEGEYes (true)
WALNUT HILL PROPERTIES CORP
PO BOX 53 TRUSTEES OF TUFTS COLLEGEMEDFORDMA02153043419100REAL ESTATE MANAGEMENTMA501(c)(3Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SERVICESMA501(c)(3Type III-FITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(c)(39TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALSMA501(c)(3Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(c)(9TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS GLOBAL INC
169 HOLLAND STREETSOMERVILLEMA02144474543971FOREIGN OPERATIONS SUPPORT ORGANIZATIONMA501(c)(3Type ITRUSTEES OF TUFTS COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC Corporation-$5,389$2551Yes (true)
PERPETUAL TRUSTS - 8
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
CHARITABLE REMAINDER UNITRUSTS - 34
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
D$10,200,000FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,071,958FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$154,928FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
S$1,181,465FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES
D$600,003FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES
L$443,154FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES
R$184,319FAIR MARKET VALUE
TUFTS VETERINARY TREATMENT & SPECIALTIES
S$280,801FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$431,495FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,198,000FAIR MARKET VALUE
TUFTS HEALTH CARE INSTITUTE
M$112,500FAIR MARKET VALUE
TUFTS GLOBAL INC
R$911,358FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part IV, Column (a) TRUSTSTHE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN FLORIDA, INDIANA, MASSACHUSETTS, AND NEW JERSEY.
Schedule R, Part II Tufts Global, Inc.This entity is a newly formed corporation domiciled in Massachusetts and is applying for 501(c)(3) tax exemption within the prescribed allowable time period via IRS Form 1023 and will operate as a supporting organization to Tufts University. It's main purpose is to support and facilitate foreign related activities.

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (7 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Trustees of Tufts College
169 Holland StreetAttn Tax DeptSomervilleMA02144042103634Yes (X)$0$551,458$551,458$934,845,438$935,396,896$1,000,000$250,000$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$505,584$505,584$100,838$25,209$0$0$0
TUFTS HEALTH CARE INSTITUTE
705 MOUNT AUBURN STREETWATERTOWNMA02472043289926$0$0$0$995,528$995,528$174,329$43,582$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON STREETBOX 821BOSTONMA02111237000827$0$0$0$26,263,496$26,263,496$1,000,000$250,000$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$8,582,047$8,582,047$579,102$144,776$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$3,073,251$3,073,251$303,663$75,916$0$0$0
TUFTS GLOBAL INC
169 HOLLAND STREETATTN TAX DEPTSOMERVILLEMA02144474543971$0$0$0$911,358$911,358$161,704$40,426$0$0$0