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TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201631339349304438
Schema version
2014v6.0
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)
Return2016-05-12T15:00:16-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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
Signature2016-05-12SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$1,895,252,958GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tufts.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEducation and ResearchActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee11795TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$920,136TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,300,900NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$242,625,216PYContributionsGrantsAmt
CY Contributions Grants$227,337,686CYContributionsGrantsAmt
PY Program Service Revenue$606,674,601PYProgramServiceRevenueAmt
CY Program Service Revenue$626,035,172CYProgramServiceRevenueAmt
PY Investment Income$113,604,659PYInvestmentIncomeAmt
CY Investment Income$58,710,555CYInvestmentIncomeAmt
PY Other Revenue$2,861,377PYOtherRevenueAmt
CY Other Revenue$2,320,125CYOtherRevenueAmt
PY Total Revenue$965,765,853PYTotalRevenueAmt
CY Total Revenue$914,403,538CYTotalRevenueAmt
PY Grants And Similar Paid$138,191,135PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$148,479,754CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$462,076,610PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$480,643,896CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,354,575PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,074,886CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,163,793CYTotalFundraisingExpenseAmt
PY Other Expenses$296,025,837PYOtherExpensesAmt
CY Other Expenses$309,760,353CYOtherExpensesAmt
PY Total Expenses$897,648,157PYTotalExpensesAmt
CY Total Expenses$939,958,889CYTotalExpensesAmt
PY Revenues Less Expenses$68,117,696PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$25,555,351CYRevenuesLessExpensesAmt
Total Assets BOY$3,160,314,114TotalAssetsBOYAmt
Total Assets EOY$3,169,216,075TotalAssetsEOYAmt
Total Liabilities BOY$892,303,918TotalLiabilitiesBOYAmt
Total Liabilities EOY$934,119,802TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,268,010,196NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,235,096,273NetAssetsOrFundBalancesEOYAmt
MissionTUFTS 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$478,398,134ExpenseAmt
Grant$130,537,417GrantAmt
Revenue$471,029,282RevenueAmt
DescINSTRUCTION - DURING THE 2014-2015 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,385 UNDERGRADUATE, 1,300 GRADUATE AND 473 PROFESSIONAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$284,057,732ExpenseAmt
Grant$17,942,337GrantAmt
Revenue$96,473,319RevenueAmt
DescRESEARCH -THERE WERE 1,659 GOVERNMENT AND 767 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2015. 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$59,707,631ExpenseAmt
Grant$0GrantAmt
Revenue$56,188,543RevenueAmt
DescAUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2015 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,462 STUDENTS. APPROXIMATELY 4,247 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$822,163,497TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 Document2173IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11795EmployeeCnt
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 CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
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 Members40GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (68 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 President60.001.00Yes (X)Yes (X)$754,992$0$124,053
Peter R Dolan
Trustee - Chairman3.00Yes (X)Yes (X)$0$0$0
William R O'Reilly Jr
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Jonathan M Tisch
Trustee - Vice Chair3.00Yes (X)Yes (X)$0$0$0
Thomas M Alperin
Charter Trustee3.00Yes (X)$0$0$0
John J Bello
Trustee3.00Yes (X)$0$0$0
Robert R Bendetson
Trustee3.00Yes (X)$0$0$0
Betsy Busch
Trustee3.00Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee3.00Yes (X)$0$0$0
John H deJong
Trustee3.00Yes (X)$0$0$0
Jeannie H Diefenderfer
Trustee3.00Yes (X)$0$0$0
Daniel J Doherty III
Trustee3.00Yes (X)$0$0$0
E Michael Fung
Trustee - Start Date 11/06/143.00Yes (X)$0$0$0
Laurie A Gabriel
Trustee3.00Yes (X)$0$0$0
Steven M Galbraith
Trustee3.00Yes (X)$0$0$0
Steven A Goldstein
Trustee3.00Yes (X)$0$0$0
Michael S Gordan
Trustee3.00Yes (X)$0$0$0
Bruce D Grossman
Trustee3.00Yes (X)$0$0$0
Diane Hessan
Trustee3.00Yes (X)$0$0$0
Varney J Hintlian
Trustee3.00Yes (X)$0$0$0
Deborah R Jospin
Trustee3.00Yes (X)$0$0$0
Peter H Kamin
Trustee - Start Date 11/06/143.00Yes (X)$0$0$0
Brian H Kavoogian
Trustee3.00Yes (X)$0$0$0
Jeffrey B Kindler
Trustee3.00Yes (X)$0$0$0
Debra S Knez
Trustee3.00Yes (X)$0$0$0
Ellen J Kullman
Trustee3.00Yes (X)$0$0$0
Diana V Lopez
Trustee - Start Date 11/06/143.00Yes (X)$0$0$0
Seth I Merrin
Trustee - End Date 11/08/143.00Yes (X)$0$0$0
Ioannis Miaoulis
Trustee3.00Yes (X)$0$0$0
Jeffrey M Moslow
Trustee3.00Yes (X)$0$0$0
Elyse A Newhouse
Trustee3.00Yes (X)$0$0$0
Kathleen O'Loughlin
Trustee3.00Yes (X)$0$0$0
David B Rone
Trustee3.00Yes (X)$0$0$0
Hugh R Roome III
Trustee3.00Yes (X)$0$0$0
Andrew Safran
Trustee3.00Yes (X)$0$0$0
Janis Savin-Williams
Trustee3.00Yes (X)$0$0$0
Neal B Shapiro
Trustee3.00Yes (X)$0$0$0
Tina Surh
Trustee3.00Yes (X)$0$0$0
Teri Coleman Volpert
Trustee3.00Yes (X)$0$0$0
Gloria White-Hammond
Trustee3.00Yes (X)$0$0$0
James J Wong
Trustee3.00Yes (X)$0$0$0
Patricia L Campbell
Executive VP40.00Yes (X)$490,731$0$60,905
Mary R Jeka
VP - University Relations40.00Yes (X)$352,535$0$55,828
David R Harris
Provost & Sr. V.P.40.00Yes (X)$511,772$0$77,983
Thomas S McGurty
VP - Finance and Treasurer40.003.00Yes (X)$345,109$0$67,044
David J Kahle
VP - Information Technology, CIO40.00Yes (X)$301,185$0$65,400
Julien C Carter
VP - Human Resources - Start Date 1/20/1540.00Yes (X)$0$0$0
Christine C Sanni
VP - Communications and Marketing - Start Date 6/22/1540.00Yes (X)$209,475$0$49,239
Martha L Pokras
Interim VP - Human Resources - End Date 1/19/1540.00Yes (X)$284,653$0$40,129
Michael A Baenen
SEE SCHEDULE O FOR TITLE40.00Yes (X)$155,744$0$30,817
Paul JTringale
Secretary of Corporation40.00Yes (X)$124,928$0$25,292
Eric CJohnson
VP - University Advancement40.00Yes (X)$339,120$0$70,102
Linda Snyder
VP - Operations40.002.00Yes (X)$268,975$0$34,251
George A Hibbard
Assistant Treasurer40.00Yes (X)$156,303$0$17,602
Harris ABerman
Dean Medical School40.002.00$452,005$0$53,608Yes (X)
Joanne E Berger-Sweeney
Dean Arts & Sciences - End Date 6/30/1440.00$196,804$0$38,254Yes (X)
Linda MAbriola
Dean Engineering40.00$300,013$0$82,862Yes (X)
James MGlaser
SEE SCHEDULE O FOR TITLE40.00$246,776$0$130,024Yes (X)
Naomi Rosenberg
Dean Sackler School40.00$261,750$0$52,144Yes (X)
Deborah T Kochevar
Dean Cummings School40.001.00$259,548$0$53,592Yes (X)
Huw Thomas
Dean Dental School40.00$394,370$0$47,011Yes (X)
Sally Dungan
Chief Investment Officer40.001.00$664,728$0$348,186Yes (X)
Paul B Mace
Director of Investments40.00$373,824$0$194,302Yes (X)
Naushirwan Mehta
Professor & Assoc. Dean40.00$378,340$0$57,416Yes (X)
Maria Papageorge
Professor & Chair40.00$498,461$0$56,371Yes (X)
Renee R Nadler
Director of Investments40.00$442,375$0$196,322Yes (X)
Kathleen Cronin
VP - Human Resources - End Date 6/30/13$114,000$0$0Yes (X)
Linda E Cataldo
VP - Human Resources - End Date 4/30/1440.00$183,603$0$20,178Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,062,122TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,048,913TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1037IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
COMMODORE BUILDERS
800 BRIDGE STREETNEWTONMA02458CONSTRUCTION$16,024,276
DTZ INC
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$11,626,528
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRNORTH READINGMA01864CONSTRUCTION$10,957,941
MUSEUM OF FINE ARTS BOSTON
SCHOOL OF THE MUSEUM OF FINE ARTSBOSTONMA021155523SUBCONTRACTS$4,521,729465 HUNTINGTON AVE
PAYETTE ASSOCIATES INC
290 CONGRESS ST 5TH FLBOSTONMA022101005PROJECT/DESIGN SERVICE$4,337,017
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K184CntrctRcvdGreaterThan100KCnt
Government Grants$140,808,284GovernmentGrantsAmt
All Other Contributions$86,529,402AllOtherContributionsAmt
Noncash Contributions$7,095,011NoncashContributionsAmt
Total Contributions$227,337,686TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$471,029,282$471,029,282
CLINICAL AND OTHER EDUCATION541900$98,378,227$96,473,319$1,904,908
AUXILLIARY ENTERPRISES900099$56,627,663$56,188,543$439,120

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$626,035,172TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,619,020TotalRevenueColumnAmt
Exclusion$5,619,020ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,257,609TotalRevenueColumnAmt
Exclusion$2,257,609ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,180,949RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,118,433RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$62,516RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,516TotalRevenueColumnAmt
Exclusion$62,516ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,031,822,522SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$978,730,987SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$53,091,535SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,091,535TotalRevenueColumnAmt
Unrelated Business Revenue-$1,423,892UnrelatedBusinessRevenueAmt
Exclusion$54,515,427ExclusionAmt

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$914,403,538TotalRevenueColumnAmt
Related Or Exempt Func Income$623,691,144RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$920,136UnrelatedBusinessRevenueAmt
Exclusion$62,454,572ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,434,156TotalAmt
Program Services$13,434,156ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$129,623,404TotalAmt
Program Services$129,623,404ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,422,194TotalAmt
Program Services$5,422,194ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,314,204TotalAmt
Program Services$2,558,126ProgramServicesAmt
Management And General$4,170,166ManagementAndGeneralAmt
Fundraising$585,912FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$224,299TotalAmt
Program Services$204,438ProgramServicesAmt
Fundraising$19,861FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$377,092,369TotalAmt
Program Services$318,397,155ProgramServicesAmt
Management And General$47,081,364ManagementAndGeneralAmt
Fundraising$11,613,850FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,022,261TotalAmt
Program Services$22,219,653ProgramServicesAmt
Management And General$3,888,446ManagementAndGeneralAmt
Fundraising$914,162FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,882,627TotalAmt
Program Services$37,721,692ProgramServicesAmt
Management And General$6,432,284ManagementAndGeneralAmt
Fundraising$1,728,651FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,108,136TotalAmt
Program Services$18,788,978ProgramServicesAmt
Management And General$3,531,246ManagementAndGeneralAmt
Fundraising$787,912FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,282,671TotalAmt
Program Services$4,842,293ProgramServicesAmt
Management And General$1,434,442ManagementAndGeneralAmt
Fundraising$5,936FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$450,978TotalAmt
Management And General$450,978ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$539,499TotalAmt
Management And General$539,499ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,074,886TotalAmt
Fundraising$1,074,886FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,662,854TotalAmt
Program Services$17,175ProgramServicesAmt
Management And General$1,645,679ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,103,720TotalAmt
Program Services$33,091,428ProgramServicesAmt
Management And General$10,898,922ManagementAndGeneralAmt
Fundraising$113,370FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$852,426TotalAmt
Program Services$652,129ProgramServicesAmt
Management And General$178,104ManagementAndGeneralAmt
Fundraising$22,193FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,609,957TotalAmt
Program Services$55,317,839ProgramServicesAmt
Management And General$8,285,297ManagementAndGeneralAmt
Fundraising$2,006,821FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,013,244TotalAmt
Program Services$5,217,442ProgramServicesAmt
Management And General$3,670,056ManagementAndGeneralAmt
Fundraising$125,746FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,089,143TotalAmt
Program Services$1,089,143ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,690,936TotalAmt
Program Services$40,454,697ProgramServicesAmt
Management And General$1,236,239ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,009,055TotalAmt
Program Services$12,744,980ProgramServicesAmt
Management And General$920,902ManagementAndGeneralAmt
Fundraising$343,173FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,183,134TotalAmt
Program Services$3,904,572ProgramServicesAmt
Management And General$671,458ManagementAndGeneralAmt
Fundraising$607,104FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$35,486,653TotalAmt
Program Services$34,431,174ProgramServicesAmt
Management And General$1,055,479ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$48,788,356TotalAmt
Program Services$47,335,500ProgramServicesAmt
Management And General$1,452,856ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS, PERIODICALS & MEDIA$11,864,074$11,601,532$59,564$202,978
SUBSIDIARY EXPENSE-TVETS$8,296,721$8,296,721
EQUIPMENT PURCHASES$6,900,956$6,882,702$18,254
GOODS AND SERVICES$6,127,160$6,124,983$1,014$1,163

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,808,816TotalAmt
Program Services$1,789,391ProgramServicesAmt
Management And General$9,350ManagementAndGeneralAmt
Fundraising$10,075FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$939,958,889TotalAmt
Program Services$822,163,497ProgramServicesAmt
Management And General$97,631,599ManagementAndGeneralAmt
Fundraising$20,163,793FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$51,039,544BOYAmt
EOY$37,144,966EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,324,606BOYAmt
EOY$50,864,598EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,317,614BOYAmt
EOY$10,283,927EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$54,003,601BOYAmt
EOY$52,212,596EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$453,819BOYAmt
EOY$469,693EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,257,612BOYAmt
EOY$6,533,501EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,505,716,869LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$654,873,117LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$814,517,007BOYAmt
EOY$850,843,752EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$367,644,728BOYAmt
EOY$335,348,295EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,665,862,677BOYAmt
EOY$1,690,450,801EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$24,148,166BOYAmt
EOY$23,957,756EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$112,744,740BOYAmt
EOY$111,106,190EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,160,314,114BOYAmt
EOY$3,169,216,075EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$132,268,661BOYAmt
EOY$142,400,188EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$49,194,977BOYAmt
EOY$52,592,689EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$624,335,075BOYAmt
EOY$639,435,774EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,867,567BOYAmt
EOY$3,038,342EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,637,638BOYAmt
EOY$96,652,809EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$892,303,918BOYAmt
EOY$934,119,802EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,202,484,880BOYAmt
EOY$1,188,961,787EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$496,780,212BOYAmt
EOY$459,067,432EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$568,745,104BOYAmt
EOY$587,067,054EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,268,010,196BOYAmt
EOY$2,235,096,273EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,160,314,114BOYAmt
EOY$3,169,216,075EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$25,555,351ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,152,941NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$13,511,513OtherChangesInNetAssetsAmt
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$236,685,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$205,879,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$209,152,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$242,625,216CurrentTaxYearMinus1YearAmt
Current Tax Year$227,337,686CurrentTaxYearAmt
Total$1,121,680,197TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$236,685,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$205,879,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$209,152,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$242,625,216CurrentTaxYearMinus1YearAmt
Current Tax Year$227,337,686CurrentTaxYearAmt
Total$1,121,680,197TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,121,680,197PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,121,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,639,137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,640,901CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,079,798CurrentTaxYearMinus1YearAmt
Current Tax Year$10,057,578CurrentTaxYearAmt
Total$97,538,794TotalAmt

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$1,219,218,991TotalSupportAmt
Gross Receipts Rltd Activities$2,899,669,991GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9200PublicSupportCY170Pct
Public Support PY1700.9084PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$539,499FilingOrganizationsTotalAmt
Affiliated Group Total$539,499AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$539,499FilingOrganizationsTotalAmt
Affiliated Group Total$539,499AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$919,255,597FilingOrganizationsTotalAmt
Affiliated Group Total$957,379,905AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$919,795,096FilingOrganizationsTotalAmt
Affiliated Group Total$957,919,404AffiliatedGroupTotalAmt

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$402,965CurrentYearMinus3Amt
Current Year Minus2$450,418CurrentYearMinus2Amt
Current Year Minus1$508,367CurrentYearMinus1Amt
Current Year$539,499CurrentYearAmt
Total$1,901,249TotalAmt

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$12,100RevenuesIncludedAmt
Assets Included$7,108,376AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
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
Beginning Balance$0BeginningBalanceAmt
Additions During Year$0AdditionsDuringYearAmt
Distributions During Year$0DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,252,970,860BeginningYearBalanceAmt
Contributions$24,333,842ContributionsAmt
Investment Earnings Or Losses$227,385,906InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,794,246GrantsOrScholarshipsAmt
Other Expenditures$39,266,184OtherExpendituresAmt
Administrative Expenses$3,949,926AdministrativeExpensesAmt
End Year Balance$1,445,680,252EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.404BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.247PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.349TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,674,171OtherCostOrOtherBasisAmt
Book Value$44,674,171BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,267,917,875OtherCostOrOtherBasisAmt
Depreciation$545,025,328DepreciationAmt
Book Value$722,892,547BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$193,124,823OtherCostOrOtherBasisAmt
Depreciation$109,847,789DepreciationAmt
Book Value$83,277,034BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$850,843,752TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$595,608,179BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investments$31,685,086F
Common Trust Equity Index Funds$401,955,477F
Private Equities$377,127,489F
Real Estate$173,142,034F
Funds Held Under Bond Agreements$5,709,346F
UNSETTLED INVESTMENTS$14,587,863F
Natural Resources$90,635,327F
FieldValueIRS element (for citing)
Total Book Value Securities$1,690,450,801TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Unfunded Status of Post Retirement Plan$6,153,000
Interest Rate Agreements$62,694,328
Government Advances$27,805,481
FieldValueIRS element (for citing)
Total Liability$96,652,809TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$802,886,443TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,152,941NetUnrealizedGainsInvstAmt
Other Revenue-$118,376,819OtherRevenueAmt
Revenue Not Reported-$112,223,878RevenueNotReportedAmt
Revenue Subtotal$915,110,321RevenueSubtotalAmt
Other Revenues Not Included-$706,783OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$706,783RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$914,403,538TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$835,800,365TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$28,116,442OtherExpensesIncludedAmt
Expenses Not Reported$28,116,442ExpensesNotReportedAmt
Expenses Subtotal$807,683,923ExpensesSubtotalAmt
Other Expenses Not Included$132,274,966OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$132,274,966ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$939,958,889TotalExpensesPerForm990Amt

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, 2015, 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 - 11883032 CHANGE IS SPLIT INTEREST AGREEMENT - -854289 TUITION DISCOUNT - -XXX-XX-XXXX INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 625918
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsRENTAL EXPENSE NETTED WITH RENTAL INCOME - -2118433 INTERDEPARTMENTAL REQUISITION REVENUE - 1411650
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990RENTAL EXPENSE NETTED WITH RENTAL INCOME - 2118433 INTERDEPARTMENTAL REQUISITION REVENUE - 831836 CONSOLIDATED ENTITIES EXPENSES - 11615767 CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 7105000 CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 6445406
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsCONSOLIDATED ENTITIES EXPENSES - 2243486 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 (31 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)55Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$4,273,691
East Asia and the Pacific32Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$536,945
South America10Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$327,365
Sub-Saharan Africa12Program ServicesSTUDY-ABROAD EDUCATION PROGRAM$208,965
Central America and the Caribbean00Grantmaking$1,000
East Asia and the Pacific00Grantmaking$504,509
Europe (Including Iceland and Greenland)00Grantmaking$324,760
Middle East and North Africa00Grantmaking$132,699
North America (Canada & Mexico only)00Grantmaking$4,515
Russia and Neighboring States00Grantmaking$10,581
South America00Grantmaking$227,965
South Asia00Grantmaking$459,635
Sub-Saharan Africa00Grantmaking$3,756,528
Central America and the Caribbean00Investments$462,999,000
Europe (Including Iceland and Greenland)00Investments$30,167,000
North America (Canada & Mexico only)00Investments$13,258,000
Sub-Saharan Africa00Investments$6,607,000
Central America and the Caribbean00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$25,563
East Asia and the Pacific00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$101,109
Europe (Including Iceland and Greenland)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$420,048
Middle East and North Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$19,251
North America (Canada & Mexico only)00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$50,529
Russia and Neighboring States00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$85,803
South America00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$207,279
South Asia00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$82,084
Sub-Saharan Africa00Program ServicesTRAVEL FOR MISSION RELATED ACTIVITIES$144,074
East Asia and the Pacific00Fundraising$1,596
Europe (Including Iceland and Greenland)00Fundraising$6,687
Middle East and North Africa00Fundraising$390
South America00Fundraising$755
Sub-Saharan Africa00Fundraising$44
FieldValueIRS element (for citing)
Subtotal Offices10SubtotalOfficesCnt
Subtotal Employees9SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee9TotalEmployeeCnt
Subtotal Spent$517,193,158SubtotalSpentAmt
Continuation Spent$7,752,212ContinuationSpentAmt
Total Spent$524,945,370TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (47 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaSubcontract Research Grant$8,990CHECK
East Asia and the PacificSubcontract Research Grant$124,993CHECK
Sub-Saharan AfricaSubcontract Research Grant$46,997WIRE
Sub-Saharan AfricaSubcontract Research Grant$1,016,524WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$68,946WIRE
South AsiaSubcontract Research Grant$81,558WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$14,980WIRE
East Asia and the PacificSubcontract Research Grant$98,786WIRE
South AsiaSubcontract Research Grant$94,521WIRE
Middle East and North AfricaSubcontract Research Grant$36,716WIRE
East Asia and the PacificSubcontract Research Grant$57,599WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$77,877WIRE
Sub-Saharan AfricaSubcontract Research Grant$128,853WIRE
South AmericaSubcontract Research Grant$214,992WIRE
South AsiaScholarships$16,000WIRE
South AsiaStudent Stipends$12,000WIRE
Sub-Saharan AfricaSubcontract Research Grant$28,430WIRE
East Asia and the PacificSubcontract Research Grant$40,362WIRE
Sub-Saharan AfricaScholarships$19,525WIRE
Sub-Saharan AfricaSubcontract Research Grant$452,649WIRE
Sub-Saharan AfricaSubcontract Research Grant$24,898WIRE
Sub-Saharan AfricaSubcontract Research Grant$15,000WIRE
Middle East and North AfricaSubcontract Research Grant$36,150WIRE
Sub-Saharan AfricaSubcontract Research Grant$536,785WIRE
Sub-Saharan AfricaSubcontract Research Grant$126,879WIRE
South AsiaSubcontract Research Grant$94,501WIRE
Sub-Saharan AfricaSubcontract Research Grant$33,759WIRE
Sub-Saharan AfricaSubcontract Research Grant$21,060WIRE
East Asia and the PacificSubcontract Research Grant$118,819WIRE
Sub-Saharan AfricaSubcontract Research Grant$5,408WIRE
Sub-Saharan AfricaSubcontract Research Grant$17,982WIRE
Sub-Saharan AfricaSubcontract Research Grant$128,694WIRE
Sub-Saharan AfricaSubcontract Research Grant$64,763WIRE
South AsiaSubcontract Research Grant$26,798WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$45,950WIRE
Sub-Saharan AfricaInternational Program Advances$10,339WIRE
Sub-Saharan AfricaSubcontract Research Grant$141,861WIRE
Sub-Saharan AfricaSubcontract Research Grant$36,130WIRE
Sub-Saharan AfricaSubcontract Research Grant$26,216WIRE
Sub-Saharan AfricaSubcontract Research Grant$23,100WIRE
Sub-Saharan AfricaSubcontract Research Grant$28,840WIRE
Sub-Saharan AfricaSubcontract Research Grant$28,840WIRE
Sub-Saharan AfricaSubcontract Research Grant$30,100WIRE
Sub-Saharan AfricaSubcontract Research Grant$23,699WIRE
Europe (Including Iceland and Greenland)Subcontract Research Grant$32,400WIRE
Sub-Saharan AfricaInternational Program Advances$89,275WIRE
Sub-Saharan AfricaInternational Program Advances$98,640WIRE
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (36 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPSEast Asia and the Pacific1$917CHECK
FELLOWSHIPSEurope (Including Iceland and Greenland)2$6,000CHECK
INT'L PROGRAM ADVANCESEurope (Including Iceland and Greenland)1$5,295ELECTRONIC FUNDS TRANSFER
INT'L PROGRAM ADVANCESSub-Saharan Africa5$420,928WIRE
SCHOLARSHIPSCentral America and the Caribbean1$1,000CHECK
SCHOLARSHIPSEast Asia and the Pacific16$54,093CHECK
SCHOLARSHIPSEurope (Including Iceland and Greenland)6$21,430CHECK
SCHOLARSHIPSEurope (Including Iceland and Greenland)1$1,744WIRE
SCHOLARSHIPSMiddle East and North Africa3$23,616CHECK
SCHOLARSHIPSNorth America (Canada & Mexico only)2$3,965CHECK
SCHOLARSHIPSRussia and Neighboring States1$8,837CHECK
SCHOLARSHIPSRussia and Neighboring States1$1,744WIRE
SCHOLARSHIPSSouth America1$250CHECK
SCHOLARSHIPSSouth America1$8,223WIRE
SCHOLARSHIPSSouth Asia13$76,803CHECK
SCHOLARSHIPSSub-Saharan Africa19$107,686CHECK
SCHOLARSHIPSSub-Saharan Africa1$1,744WIRE
STUDENT PRIZESEast Asia and the Pacific4$3,040CHECK
STUDENT PRIZESEurope (Including Iceland and Greenland)1$714CHECK
STUDENT PRIZESEurope (Including Iceland and Greenland)1$5,000WIRE
STUDENT PRIZESMiddle East and North Africa1$697CHECK
STUDENT PRIZESNorth America (Canada & Mexico only)1$250CHECK
STUDENT PRIZESSouth Asia2$1,947CHECK
STUDENT PRIZESSouth Asia1$7,500WIRE
STUDENT PRIZESSub-Saharan Africa2$1,857CHECK
STUDENT PRIZESSub-Saharan Africa1$978WIRE
STUDENT STIPENDSEast Asia and the Pacific3$900WIRE
STUDENT STIPENDSEurope (Including Iceland and Greenland)4$3,924WIRE
STUDENT STIPENDSNorth America (Canada & Mexico only)1$300WIRE
STUDENT STIPENDSSouth America6$4,500WIRE
STUDENT STIPENDSSouth Asia1$300CHECK
STUDENT STIPENDSSub-Saharan Africa3$3,600WIRE
SUBCONTRACT RESEARCH GRANTEurope (Including Iceland and Greenland)1$38,103WIRE
SUBCONTRACT RESEARCH GRANTMiddle East and North Africa1$26,530WIRE
SUBCONTRACT RESEARCH GRANTSouth Asia1$47,707WIRE
SUBCONTRACT RESEARCH GRANTSub-Saharan Africa5$12,500WIRE
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO CODY
65 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52404TELEFUND VENDORfalse$1,241,930$252,661$989,269
NEPTUNE WEB
48 GROVE STREETSOMERVILLEMA02144ONLINE WEBSITE DEVELOPERfalse$0$111,353-$111,353
KASPICK & COMPANY LLC
ONE BEACON STREET 8TH FLOORBOSTONMA02108PLANNED GIVING MANAGEMENTfalse$0$25,057-$25,057
MARTS & LUNDY INC
1200 WALL STREET WESTLYNDHURSTNJ07071STRATEGY CONSULTINGfalse$0$68,425-$68,425
BENTZ WHALEY FLESSNER
2461 SOUTH CLARK STREET SUITE 910ARLINGTONVA22202STRATEGY CONSULTINGfalse$0$25,716-$25,716
HARRIS CONNECT
1511 ROUTE 22BREWSTERNY10509ONLINE WEB SUPPORTfalse$0$41,800-$41,800
RHUMBA DESIGN
76 NORFOLK ROADCHESTNUT HILLMA02467STRATEGY CONSULTINGfalse$0$53,038-$53,038
FAITH P HRUBY
17 KONDELIN ROADGLOUCESTERMA01930WEB DEVELOPMENTfalse$0$33,684-$33,684
FieldValueIRS element (for citing)
Total Gross Receipts$1,241,930TotalGrossReceiptsAmt
Total Retained By Contractors$611,734TotalRetainedByContractorsAmt
Total Net To Organization$630,196TotalNetToOrganizationAmt
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 (89 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
100 Mile Club
2191 5th St 211NovcoCA92860208425786501 (C)(3)$175,000SUBCONTRACT GRANT AWARD
ACDIVOCA
50 F Street NW Ste 1075WashingtonDC20001520811461501 (C)(3)$168,032SUBCONTRACT GRANT AWARD
Animal Shelter Inc
17 Laurelwood RdSterlingMA01564043236868501 (C)(3)$14,375SUBCONTRACT GRANT AWARD
Arrow Systems Integration Inc
PO Box 4869HoustonTX77210331009098FOR PROFIT$144,843SUBCONTRACT GRANT AWARD
Battelle
Dept L998ColumbusOH43260314379427501 (C)(3)$6,067SUBCONTRACT GRANT AWARD
Baystate Medical Center
280 Chestnut StSpringfieldMA01199042790311501 (C)(3)$160,855SUBCONTRACT GRANT AWARD
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501 (C)(3)$114,857SUBCONTRACT GRANT AWARD
Boston Medical Center
660 Harrison AveBostonMA02118043314093501 (C)(3)$68,850SUBCONTRACT GRANT AWARD
Boston Public Health Commission
1010 Massachusetts Ave 6th flBostonMA02118043316655501 (C)(3)$14,012SUBCONTRACT GRANT AWARD
Boston University
PO Box 55058BostonMA02205042103547501 (C)(3)$535,098SUBCONTRACT GRANT AWARD
Brandeis University
PO Box 549110WalthamMA024549110042103552501 (C)(3)$71,548SUBCONTRACT GRANT AWARD
Brigham & Women's Hospital
PO Box 3887BostonMA02241042312909501 (C)(3)$337,188SUBCONTRACT GRANT AWARD
Brown University
PO Box 1911ProvidenceRI02912050258809501 (C)(3)$284,814SUBCONTRACT GRANT AWARD
Bunker Hill Community College
250 New Rutherford AveBostonMA02129046002284501 (C)(3)$11,103SUBCONTRACT GRANT AWARD
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501 (C)(3)$168,003SUBCONTRACT 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)$680,606SUBCONTRACT GRANT AWARD
Cultural Practice LLC
4300 Montgomery Ave Ste 305BethesdaMD20814522236285FOR PROFIT$44,856SUBCONTRACT GRANT AWARD
Dana Farber Cancer Institute
450 Brookline AveBostonMA02215042263040501 (C)(3)$26,435SUBCONTRACT GRANT AWARD
Dartmouth College
11 Rope Ferry Rd 6210HanoverNH03755020222111501 (C)(3)$6,962SUBCONTRACT GRANT AWARD
Duke University
PO Box 602651CharlotteNC28260560532129501 (C)(3)$406,442SUBCONTRACT GRANT AWARD
Education Development Center Inc
43 Foundry AveWalthamMA076583830042241718501 (C)(3)$21,103SUBCONTRACT GRANT AWARD
Emory University
PO Box 935084AtlantaGA311935084580566256501 (C)(3)$34,113SUBCONTRACT GRANT AWARD
Enteris Biopharma
83 Fulton StBoontonNJ07005462487187FOR PROFIT$180,000SUBCONTRACT GRANT AWARD
Family Health International
1825 Connecticut Ave NWWashingtonDC200095721237413005501 (C)(3)$21,145SUBCONTRACT GRANT AWARD
FHI Development 360
PO Box 741754AtlantaGA303741754452459015501 (C)(3)$29,478SUBCONTRACT GRANT AWARD
Fox Chase Cancer Center
604 Cottman AveCheltenhamPA19012232003072501 (C)(3)$111,873SUBCONTRACT GRANT AWARD
Global Food & Nutrition Inc
1300 L St NW 920WashingtonDC20005521931539FOR PROFIT$112,553SUBCONTRACT GRANT AWARD
Harvard University
PO Box 415649BostonMA02241042103580501 (C)(3)$117,048SUBCONTRACT GRANT AWARD
Hebrew Rehabilitation Center
1200 Center StBostonMA02131042104298501 (C)(3)$81,959SUBCONTRACT GRANT AWARD
Heifer International
1 World AveLittle RockAR72202351019477501 (C)(3)$61,655SUBCONTRACT GRANT AWARD
Fred Hutchinson Cancer Research Center
PO Box 19024SeattleWA981091024237156071501 (C)(3)$116,147SUBCONTRACT GRANT AWARD
INCRE
366 Massachusetts AveArlingtonMA02474043108268501 (C)(3)$29,818SUBCONTRACT GRANT AWARD
International Food Policy Research Inst
2033 K Street NWWashingtonDC20006521041632501 (C)(3)$94,225SUBCONTRACT GRANT AWARD
International Nutrition Foundation
150 Harrison Ave Rm 232BostonMA02111042761215501 (C)(3)$65,190SUBCONTRACT GRANT AWARD
Johns Hopkins University
12529 Collections Center DrChicagoIL60693520595110501 (C)(3)$1,106,066SUBCONTRACT GRANT AWARD
Maine Medical Center
22 Bramhall StPortlandME04102010238552501 (C)(3)$5,541SUBCONTRACT GRANT AWARD
Mass Eye and Ear Infirmary
243 Charles StBostonMA02114042103591501 (C)(3)$101,025SUBCONTRACT GRANT AWARD
Mass General Hospital
PO Box 3829BostonMA02241042697983501 (C)(3)$145,228SUBCONTRACT GRANT AWARD
Mass Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501 (C)(3)$138,863SUBCONTRACT GRANT AWARD
Metropolitan Area Planning Council
60 Temple PlaceBostonMA02111042472296501 (C)(3)$25,590SUBCONTRACT GRANT AWARD
Montana State University
PO Box 172470BozemanMT597172470816010045501 (C)(3)$35,285SUBCONTRACT GRANT AWARD
New York Academy of Medicine
1216 Fifth AveNew yorkNY10029131656674501 (C)(3)$12,483SUBCONTRACT GRANT AWARD
New York University
PO Box 415026BostonMA022415026135562308501 (C)(3)$55,376SUBCONTRACT GRANT AWARD
Nobis Engineering Inc
18 Chenell DriveConcordNH03301020433409FOR PROFIT$122,740SUBCONTRACT GRANT AWARD
North Carolina State University
Campus Box 7214RaleighNC27695566000756501 (C)(3)$31,727SUBCONTRACT GRANT AWARD
Northeast Hospital Corporation
25 Mall RdBurlingtonMA01805042121317501 (C)(3)$8,072SUBCONTRACT GRANT AWARD
Northeastern University
360 Huntington AveBostonMA02115041679980501 (C)(3)$29,350SUBCONTRACT GRANT AWARD
Northwestern University
633 Clark St Rm G-547EvanstonIL602081112362167817501 (C)(3)$136,756SUBCONTRACT GRANT AWARD
Parlance Corp
400 W Cummings Pk Ste 200WoburnMA01801043334185FOR PROFIT$39,600SUBCONTRACT GRANT AWARD
Pine Manor College
400 Heath StChestnut HillMA02467042321292501 (C)(3)$14,148SUBCONTRACT GRANT AWARD
Purdue University
23510 Network PlChicagoIL60673356002041501 (C)(3)$223,189SUBCONTRACT GRANT AWARD
RAND Corporation
PO Box 2138Santa MonicaCA904072138951958142501 (C)(3)$53,707SUBCONTRACT GRANT AWARD
Regents of the University of Minnesota
25 Mall RdBurlingtonMA01805416007513501 (C)(3)$17,556SUBCONTRACT GRANT AWARD
Rensselaer Polytechnic Institute
110 8th StTroyNY121803500141340095501 (C)(3)$394,310SUBCONTRACT GRANT AWARD
Research Foundation of City of New York
230 West 41st St 7th FlNew YorkNY10036131988190501 (C)(3)$17,500SUBCONTRACT GRANT AWARD
Rhode Island Hospital
593 Eddy StProvidenceRI02903050258954501 (C)(3)$11,047SUBCONTRACT GRANT AWARD
Rutgers The State University of NJ
3 Rutgers PlazaNew BrunswickNJ08901226001086501 (C)(3)$64,538SUBCONTRACT GRANT AWARD
The Scripps Research Institute
10550 N Torrey Pines RdLa JollaCA92037330435954501 (C)(3)$166,466SUBCONTRACT GRANT AWARD
Shared Technologies Fairchild
PO Box 4869HoustonTX77210521192851FOR PROFIT$171,836SUBCONTRACT GRANT AWARD
Somerville Trans Equity Partnership Inc
51 Mt Vernon StreetSomervilleMA02145201875025501 (C)(3)$30,000SUBCONTRACT GRANT AWARD
City of Somerville
93 Highland Ave 3rd FloorSomervilleMA02143046001414501 (C)(3)$32,067SUBCONTRACT GRANT AWARD
Spaulding Rehabilitation Hospital
PO Box 3903BostonMA02241042551124501 (C)(3)$37,301SUBCONTRACT GRANT AWARD
Stanford University
PO Box 44253San FranciscoCA94144941156365501 (C)(3)$53,872SUBCONTRACT GRANT AWARD
Synaptic Research LLC
1448 South Rolling RoadBaltimoreMD21227205487221FOR PROFIT$278,834SUBCONTRACT GRANT AWARD
TBMS
1600 Boston-Providence HwyWalpoleMA02081593828470FOR PROFIT$37,050SUBCONTRACT GRANT AWARD
Technical Education Research Center Inc
2067 Massachusetts AveCambridgeMA02140046134355501 (C)(3)$150,951SUBCONTRACT GRANT AWARD
Texas A&M University
400 Harvey Mitchell Pkwy S Ste 300College StationTX77845746000531501 (C)(3)$74,194SUBCONTRACT GRANT AWARD
Think3d
3 Barrymore RoadHanoverNH03755461019559FOR PROFIT$72,109SUBCONTRACT GRANT AWARD
Touchstone Farm
13 Pony Farm LaneTempleNH03084020436529501 (C)(3)$26,077SUBCONTRACT GRANT AWARD
Tufts Medical Center
750 Washington StBostonMA02111043400617501 (C)(3)$3,106,205SUBCONTRACT GRANT AWARD
Tuskegee University
1200 W Montgomery RdTuskegee InstAL36088630288878501 (C)(3)$96,146SUBCONTRACT GRANT AWARD
UMDC Diagnostic Clinic
PO Box 405803AtlantaGA30384592695890501 (C)(3)$337,936SUBCONTRACT GRANT AWARD
Univ of California Davis
PO Box 989062West SacramentoCA957989062946036494501 (C)(3)$19,768SUBCONTRACT GRANT AWARD
University of Florida
PO Box 113001GainesvilleFL326113001596002052501 (C)(3)$77,633SUBCONTRACT GRANT AWARD
University of Georgia
147 Cedar StreetAthensGA30602586001998501 (C)(3)$110,500SUBCONTRACT GRANT AWARD
University of Illinois
PO Box 20787SpringfieldIL62708376000511501 (C)(3)$116,874SUBCONTRACT GRANT AWARD
University of Maryland
PO Box 41428BaltimoreMD21203526002033501 (C)(3)$7,393SUBCONTRACT GRANT AWARD
University of Massachusetts
100 Morrissey BlvdBostonMA02125043167352501 (C)(3)$95,980SUBCONTRACT GRANT AWARD
University of Northern Iowa
1227 West 27th StreetCedar FallsIA50614426004333501 (C)(3)$46,924SUBCONTRACT GRANT AWARD
Trustees of University of Pennsylvania
PO Box 785541PhiladelphiaPA19178231352685501 (C)(3)$6,581SUBCONTRACT GRANT AWARD
University of Rhode Island
70 Lower College Rd 3rd flKingstonRI028810811056000522501 (C)(3)$14,980SUBCONTRACT GRANT AWARD
University of Southern California
3710 McClintock AvenueLos AngelesCA90089951642394501 (C)(3)$84,653SUBCONTRACT GRANT AWARD
University of Tennessee
210 Student Services BuildingKnoxvilleTN37996626001636501 (C)(3)$108,824SUBCONTRACT GRANT AWARD
University of Washington
12455 Collections DrChicagoIL60693916001537501 (C)(3)$162,999SUBCONTRACT GRANT AWARD
Washington State University
PO Box 641039PullmanWA991641039916001108501 (C)(3)$31,092SUBCONTRACT GRANT AWARD
Washington University
700 Rosedale AveSt LouisMO63112430653611501 (C)(3)$327,928SUBCONTRACT GRANT AWARD
Weill Cornell Medical College
575 Lexington Ave 9th FlNew YorkNY10022131623978501 (C)(3)$109,598SUBCONTRACT GRANT AWARD
Yeshiva University
1300 Morris Park AveBronxNY10461131624225501 (C)(3)$67,989SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org79Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS6301$126,708,421
FELLOWSHIPS404$1,819,425
STUDENT PRIZES596$646,180
STUDENT STIPENDS428$449,378

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

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 PaymentYes (true)SeverancePaymentInd
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 (27 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$673,645$0$0$0$81,347$0$50,650$0$73,403$0$879,045$0$0$0
Patricia L Campbell
Executive VP$483,335$0$0$0$7,397$0$50,650$0$10,255$0$551,636$0$0$0
Mary R Jeka
VP - University Relations$345,925$0$0$0$6,610$0$46,440$0$9,388$0$408,363$0$0$0
David R Harris
Provost & Sr. V.P.$510,191$0$0$0$1,581$0$50,650$0$27,333$0$589,755$0$0$0
Thomas S McGurty
VP - Finance and Treasurer$342,709$0$0$0$2,400$0$46,425$0$20,619$0$412,152$0$0$0
David J Kahle
VP - Information Technology, CIO$300,568$0$0$0$617$0$40,275$0$25,125$0$366,586$0$0$0
Christine C Sanni
VP - Communications and Marketing - Start Date 6/22/15$207,254$0$0$0$2,221$0$27,083$0$22,156$0$258,714$0$0$0
Martha L Pokras
Interim VP - Human Resources - End Date 1/19/15$241,320$0$40,407$0$2,926$0$30,721$0$9,408$0$324,782$0$0$0
Michael A Baenen
SEE SCHEDULE O FOR TITLE$155,436$0$0$0$308$0$18,312$0$12,505$0$186,561$0$0$0
Paul JTringale
Secretary of Corporation$124,698$0$0$0$231$0$14,128$0$11,164$0$150,221$0$0$0
Eric CJohnson
VP - University Advancement$337,582$0$0$0$1,538$0$45,660$0$24,442$0$409,222$0$0$0
Linda Snyder
VP - Operations$264,849$0$0$0$4,127$0$33,831$0$420$0$303,226$0$0$0
George A Hibbard
Assistant Treasurer$155,595$0$0$0$708$0$17,489$0$112$0$173,904$0$0$0
Harris ABerman
Dean Medical School$448,136$0$0$0$3,869$0$33,150$0$20,458$0$505,613$0$0$0
Joanne E Berger-Sweeney
Dean Arts & Sciences - End Date 6/30/14$153,668$0$0$0$43,136$0$20,948$0$17,306$0$235,058$0$0$0
Linda MAbriola
Dean Engineering$297,958$0$0$0$2,055$0$33,150$0$49,712$0$382,875$0$0$0
James MGlaser
SEE SCHEDULE O FOR TITLE$246,201$0$0$0$575$0$32,894$0$97,130$0$376,801$0$0$0
Naomi Rosenberg
Dean Sackler School$257,966$0$0$0$3,784$0$33,150$0$18,994$0$313,894$0$0$0
Deborah T Kochevar
Dean Cummings School$258,428$0$0$0$1,120$0$33,150$0$20,442$0$313,140$0$0$0
Huw Thomas
Dean Dental School$391,606$0$0$0$2,764$0$33,150$0$13,861$0$441,381$0$0$0
Sally Dungan
Chief Investment Officer$364,723$0$297,407$0$2,598$0$273,348$0$74,838$0$1,012,914$0$126,455$0
Paul B Mace
Director of Investments$224,949$0$148,649$0$226$0$167,801$0$26,501$0$568,126$0$0$0
Naushirwan Mehta
Professor & Assoc. Dean$374,805$0$0$0$3,535$0$33,150$0$24,266$0$435,756$0$0$0
Maria Papageorge
Professor & Chair$198,823$0$284,816$0$14,822$0$27,980$0$28,392$0$554,833$0$0$0
Renee R Nadler
Director of Investments$267,340$0$175,023$0$12$0$174,514$0$21,808$0$638,697$0$74,473$0
Kathleen Cronin
VP - Human Resources - End Date 6/30/13$0$0$0$0$114,000$0$0$0$0$0$114,000$0$0$0
Linda E Cataldo
VP - Human Resources - End Date 4/30/14$81,705$0$0$0$101,898$0$11,250$0$8,928$0$203,781$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 2014, THREE OFFICERS; ONE KEY EMPLOYEE; AND ONE HIGHLY-COMPENSATED EMPLOYEE TRAVELLED 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 2014, FOUR 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 4a Severance or change-of-control paymentKATHLEEN CRONIN, FORMER VP HUMAN RESOURCES RECEIVED A NEGOTIATED ONE-YEAR SEVERANCE AGREEMENT TOTALLING $251,805, PAYABLE IN FOUR QUARTERLY INSTALLMENTS. DURING 2014, PAYMENTS TOTALLING $114,000 WERE MADE. LINDA E. CATALDO, VP HUMAN RESOURCES, RECEIVED A 4-MONTH SEVERANCE PAYMENT, DURING 2014, TOTALLING $87,333.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planSALLY DUNGAN,CHIEF INVESTMENT OFFICER, RENEE NADLER, DIRECTOR OF INVESTMENTS & PAUL MACE, DIRECTOR OF INVESTMENTS ALL PARTICIPATE IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100%, 80% AND 80%, RESPECTIVELY, OF THEIR BASE SALARY EARNINGS. THE INCENTIVE PAYOUT VESTING SCHEDULE IS OVER THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR THE REMAINING TWO YEARS. 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 DISCLOSED IN RESPONSE TO SCHEDULE J, PART I, LINES 6(a) AND 7.
Schedule J, Part I, Line 5a Compensation contigent 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 2014, INCENTIVE PAYMENTS TOTALED $284,816 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE.
Schedule J, Part I, Line 6a Compensation contigent on net earnings of the organizationSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $297,407 WAS MADE IN FYE 06/30/14 AND LATER PAID IN AUGUST, 2014. 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). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $175,023 WAS MADE IN 2014. 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). PAUL MACE, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $148,649 WAS MADE IN 2014. 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).
Schedule J, Part I, Line 7 Non-fixed paymentsSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $73,236 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B) AND IS INCLUDED AS PART OF THE BONUS PAYOUT FROM LINE 6A. RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $43,090 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B) AND IS INCLUDED AS PART OF THE BONUS PAYOUT FROM LINE 6A. PAUL MACE, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $36,367 FOR HIS INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B) AND IS INCLUDED AS PART OF THE BONUS PAYOUT FROM LINE 6A.

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$140,600,000refunded Aug-04, Jan-06falsefalsefalse
MHEFA Series O
B04245601157586EBG52008-11-13$83,752,144Const & Equip FacilityYes (true)falsefalse
MHEFA Series M
C04245601157586ejt92009-06-11$66,548,467refunded May-1998falsefalsefalse
MDFA Series P
D04343181457583r7l32011-02-08$50,532,192Refunded Apr-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$2,100,000$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$12,505,000$63,110,000$7,745,000$0$0$0$731,604$0$0$83,099,000$0$0falsefalseYes (true)Yes (true)2010
C$6,072,849$0$66,548,467$0$0$0$538,881$0$0$0$66,009,586$0Yes (true)falseYes (true)Yes (true)
D$10,458$0$50,532,192$0$0$0$532,192$0$0$0$50,000,000$0Yes (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)0.00910.00230.0114falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0180.00040.0184falsefalseYes (true)
C0.0
D0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE BANK AND B
AfalseYes (true)Yes (true)Yes (true)30.0Yes (true)falsefalseDeutsche Bank and Bank of AmericafalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalseYes (true)
BNY MELLON
DfalseYes (true)Yes (true)Yes (true)25.0falsefalsefalsefalseYes (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 SIX DEBT ISSUES ARE LISTED ON SCHEDULE KMULTIPLE SCHEDULES ARE ATTACHED
Schedule K, Part VI MHEFA SERIES OANY DIFFERENCES BETWEEN THE ORGINAL ISSUE PRICE AND THE GROSS PROCEEDS ARE A RESULT OF INVESTMENT EARNINGS.
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 I, Column (d) DATE ISSUEDMDFA SERIES (MASTER LEASE AGREEMENT) - DATE OF ISSUE: 03/17/2015

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA SERIES Q REVENUE BONDS
A04343181457583U4K12015-02-26$78,544,431ADVANCE REFUND NOV-08 (SER. O) & CONST. FACILITYfalsefalsefalse
MDFA SERIES (MASTER LEASE AGRMNT)
B043431814$28,000,000CONST. FACILITYfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$78,544,431$728,677$72,115,174$5,700,580falseYes (true)falseYes (true)
B$28,000,000$43,000$20,957,000falsefalsefalseYes (true)$7,000,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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)0.00930.00020.0095falsefalseYes (true)
BfalsefalsefalsefalseYes (true)0.0010.0010.002falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MARIA GOVE TRINGALE
SPOUSE OF CURRENT OFFICER$118,520EMPLOYMENTfalse
MORTON B ROSENBERG
SPOUSE OF CURRENT KEY EMPLOYEE$205,462EMPLOYMENTfalse
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$606,956INVESTMENT MANAGEMENT SERVICESfalse
MARK A POKRAS
SPOUSE OF CURRENT OFFICER$89,657EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$11,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$450NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution240ContributionCnt
Noncash Contributions Rpt F990$6,039,054NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$600NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$58,572NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$157,470NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIP.8$766,736Market value
Yes (X)GIFT CARDS9$385Market value
Yes (X)DINNER EVENTS7$31,799Market value
Yes (X)COMPUTER EQUIP.3$25,560Market value
Yes (X)PLANE TICKETS2$2,885Market value
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
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 V, Line 2a NUMBER OF EMPLOYEES PER W-3THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,795 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2014. 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. AFTER READING THE CONFLICT OF INTEREST POLICY MEMBERS ARE ASKED TO COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH MEMBER 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 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 BOARD MEMBER 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 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, 2015 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 AND KEY EMPLOYEES (DEANS), 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 JAMES M. GLASER - BEGINNING JUNE 30, 2014, PROFESSOR GLASER SERVED AS DEAN AD INTERIM FOR THE SCHOOL OF ARTS & SCIENCES. ON FEBRUARY 15, 2015 HE WAS APPOINTED AS DEAN, SCHOOL OF ARTS & SCIENCES.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNET GAIN FROM CONSOLIDATED ENTITIES - 267265; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - -7105000; CHANGE IN SPLIT INTEREST AGREEMENTS - -854290; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - -6445405; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 625917;
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 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$4,213,490$3,173,636TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA-$43$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 (6 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)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 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-$9,580$5,6441Yes (true)
PERPETUAL TRUSTS - 6
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
CHARITABLE REMAINDER UNITRUSTS - 34
SUPPORTMATRUSTEES OF TUFTS COLLEGETrust
TUFTS GLOBAL INC
169 HOLLAND STREETSOMERVILLEMA02144474543971SUPPORT OF FOREIGN OPERATIONSMATRUSTEES OF TUFTS COLLEGEC CorporationYes (true)
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 OrgfalseReimbursementPaidToOtherOrgInd
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$10,181,465FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,042,365FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$203,803FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
A$62,100FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
D$880,804FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
L$401,180FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
R$111,035FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
S$309,495FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
L$55,748FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$412,252FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,649,000FAIR MARKET VALUE
TUFTS HEALTH CARE INSTITUTE
M$150,000FAIR 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 CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, AND MASSACHUSETTS.
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 (6 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$539,499$0$919,255,597$919,255,597$1,000,000$250,000$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$502,071$502,071$100,311$25,078$0$0$0
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926$0$0$0$775,517$775,517$141,328$35,332$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON AVENUEBOSTONMA02111237000827$0$0$0$25,718,887$25,718,887$1,000,000$250,000$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$8,055,662$8,055,662$552,783$138,196$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$3,072,171$3,072,171$303,609$75,902$0$0$0