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TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201541349349303494
Schema version
2013v4.0
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)
Return2015-05-14T12:00:29-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF TUFTS COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone6176273264PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland StreetAddressLine1
Address Line2Attn Tax DeptAddressLine2
CitySomervilleCity
StateMAState
ZIP Code02144ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS S MCGURTYPersonNm
Person TitleVP FIN/TREASURERPersonTitleTxt
Signature2015-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1TUFTS UNIVERSITYBusinessNameLine1

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

FieldValueIRS element (for citing)
Business Name Line1ANTHONY P MONACOBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland StreetAddressLine1
CitySomervilleCity
StateMAState
ZIP Code02144ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,813,996,231GrossReceiptsAmt
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 Body45VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee11704TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$916,357TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,962,114NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$209,152,025PYContributionsGrantsAmt
CY Contributions Grants$242,625,216CYContributionsGrantsAmt
PY Program Service Revenue$580,552,383PYProgramServiceRevenueAmt
CY Program Service Revenue$606,674,601CYProgramServiceRevenueAmt
PY Investment Income$105,499,303PYInvestmentIncomeAmt
CY Investment Income$113,604,659CYInvestmentIncomeAmt
PY Other Revenue$3,263,051PYOtherRevenueAmt
CY Other Revenue$2,861,377CYOtherRevenueAmt
PY Total Revenue$898,466,762PYTotalRevenueAmt
CY Total Revenue$965,765,853CYTotalRevenueAmt
PY Grants And Similar Paid$131,739,951PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$138,191,135CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$455,200,351PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$462,076,610CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,184,109PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,354,575CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,093,293CYTotalFundraisingExpenseAmt
PY Other Expenses$279,824,276PYOtherExpensesAmt
CY Other Expenses$296,025,837CYOtherExpensesAmt
PY Total Expenses$867,948,687PYTotalExpensesAmt
CY Total Expenses$897,648,157CYTotalExpensesAmt
PY Revenues Less Expenses$30,518,075PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$68,117,696CYRevenuesLessExpensesAmt
Total Assets BOY$2,981,550,363TotalAssetsBOYAmt
Total Assets EOY$3,160,314,114TotalAssetsEOYAmt
Total Liabilities BOY$904,899,345TotalLiabilitiesBOYAmt
Total Liabilities EOY$892,303,918TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,076,651,018NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,268,010,196NetAssetsOrFundBalancesEOYAmt
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$457,200,491ExpenseAmt
Grant$122,712,789GrantAmt
Revenue$450,950,708RevenueAmt
DescINSTRUCTION - DURING THE 2013-2014 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,389 UNDERGRADUATE, 1,376 GRADUATE AND 482 PROFESSIONAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$275,758,485ExpenseAmt
Grant$15,478,346GrantAmt
Revenue$97,966,409RevenueAmt
DescRESEARCH -THERE WERE 1,448 GOVERNMENT AND 688 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2014. 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$57,163,518ExpenseAmt
Grant$0GrantAmt
Revenue$55,877,439RevenueAmt
DescAUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2014 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,462 STUDENTS. APPROXIMATELY 4,212 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$790,122,494TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
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 FootnotefalseIncludeFIN48FootnoteInd
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 MemYes (true)BusinessRlnWithOrgMemInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2189IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11704EmployeeCnt
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 OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas S McGurty VP FinTreasurerBusinessNameLine1
FieldValueIRS element (for citing)
Phone6176273264PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 Holland StreetAddressLine1
CitySomervilleCity
StateMAState
ZIP Code02144ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (69 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
PRESIDENT & TRUSTEE50.001.00Yes (X)Yes (X)$727,453$0$118,237
JAMES A STERN
CHAIRMAN - END DATE 11/02/133.00Yes (X)Yes (X)$0$0$0
JONATHAN M TISCH
TRUSTEE - VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
PETER R DOLAN
CHAIRMAN - START DATE 11/02/133.00Yes (X)Yes (X)$0$0$0
WILLIAM R O'REILLY JR
TRUSTEE - VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
ALFRED I TAUBER
TRUSTEE - END DATE 11/02/133.00Yes (X)$0$0$0
ALISON M BREED
TRUSTEE - END DATE 12/17/133.00Yes (X)$0$0$0
ANDREW LIVERIS
TRUSTEE - END DATE 11/02/133.00Yes (X)$0$0$0
ANDREW SAFRAN
TRUSTEE3.00Yes (X)$0$0$0
ANTHONY D CORTESE
TRUSTEE - END DATE 11/02/133.00Yes (X)$0$0$0
BETSY BUSCH
TRUSTEE3.00Yes (X)$0$0$0
BRIAN H KAVOOGIAN
TRUSTEE3.00Yes (X)$0$0$0
BRUCE D GROSSMAN
TRUSTEE - START DATE 11/02/133.00Yes (X)$0$0$0
DANIEL J DOHERTY III
TRUSTEE3.00Yes (X)$0$0$0
DAVID B RONE
TRUSTEE3.00Yes (X)$0$0$0
DEBORAH R JOSPIN
TRUSTEE3.00Yes (X)$0$0$0
DEBRA S KNEZ
TRUSTEE3.00Yes (X)$0$0$0
DIANE HESSAN
TRUSTEE3.00Yes (X)$0$0$0
ELIZABETH COCHARY GROSS
TRUSTEE - START DATE 11/02/133.00Yes (X)$0$0$0
ELLEN J KULLMAN
TRUSTEE3.00Yes (X)$0$0$0
ELYSE A NEWHOUSE
TRUSTEE - START DATE 11/02/133.00Yes (X)$0$0$0
GLORIA WHITE-HAMMOND
TRUSTEE3.00Yes (X)$0$0$0
HUGH R ROOME III
TRUSTEE3.00Yes (X)$0$0$0
IOANNIS MIAOULIS
TRUSTEE3.00Yes (X)$0$0$0
JAMES J WONG
TRUSTEE3.00Yes (X)$0$0$0
JANIS SAVIN-WILLIAMS
TRUSTEE3.00Yes (X)$0$0$0
JEANNIE H DIEFENDERFER
TRUSTEE3.00Yes (X)$0$0$0
JEFFREY B KINDLER
TRUSTEE3.00Yes (X)$0$0$0
JEFFREY M MOSLOW
TRUSTEE3.00Yes (X)$0$0$0
JOHN H DEJONG
TRUSTEE3.00Yes (X)$0$0$0
JOHN J BELLO
TRUSTEE - START DATE 11/02/133.00Yes (X)$0$0$0
KAREN M PRITZKER
TRUSTEE - END DATE 11/02/133.00Yes (X)$0$0$0
KATHLEEN A MCCARTNEY
TRUSTEE - END DATE 11/02/133.00Yes (X)$0$0$0
KATHLEEN O'LOUGHLIN
TRUSTEE3.00Yes (X)$0$0$0
LAURIE A GABRIEL
TRUSTEE3.00Yes (X)$0$0$0
MICHAEL S GORDAN
TRUSTEE3.00Yes (X)$0$0$0
NEAL B SHAPIRO
TRUSTEE3.00Yes (X)$0$0$0
ROBERT R BENDETSON
TRUSTEE3.00Yes (X)$0$0$0
SETH I MERRIN
TRUSTEE3.00Yes (X)$0$0$0
STEVEN A GOLDSTEIN
TRUSTEE3.00Yes (X)$0$0$0
STEVEN M GALBRAITH
TRUSTEE3.00Yes (X)$0$0$0
TERI COLEMAN VOLPERT
TRUSTEE3.00Yes (X)$0$0$0
THOMAS M ALPERIN
CHARTER TRUSTEE3.00Yes (X)$0$0$0
TINA SURH
TRUSTEE3.00Yes (X)$0$0$0
VARNEY J HINTLIAN
TRUSTEE3.00Yes (X)$0$0$0
DAVID J KAHLE
VP & CHIEF INFORMATION OFFICER40.00Yes (X)$293,038$0$64,412
DAVID R HARRIS
PROVOST & SR VP40.00Yes (X)$498,570$0$77,166
ERIC C JOHNSON
VP UNIVERSITY ADVANCEMENT40.00Yes (X)$330,988$0$67,382
GEORGE A HIBBARD
ASSISTANT TREASURER40.00Yes (X)$150,353$0$16,874
LINDA E CATALDO
VP HUMAN RESOURCES (INTERIM) FROM 7/01/13-4/30/1440.00Yes (X)$124,021$0$31,402
LINDA L SNYDER
VP OPERATIONS40.002.00Yes (X)$262,733$0$33,393
MARTHA L POKRAS
VP HUMAN RESOURCES (INTERIM) START DATE 4/30/1440.00Yes (X)$203,211$0$33,694
MARY R JEKA
SR VP, UNIVERSITY RELATIONS40.00Yes (X)$343,549$0$54,157
MICHAEL A BAENEN
CHIEF OF STAFF40.00Yes (X)$152,178$0$29,801
PATRICIA L CAMPBELL
EXECUTIVE VP40.00Yes (X)$476,616$0$59,368
PAUL J TRINGALE
SECRETARY OF THE CORPORATION40.00Yes (X)$124,594$0$19,974
THOMAS S MCGURTY
VP FINANCE & TREASURER40.003.00Yes (X)$337,414$0$64,714
DEBORAH T KOCHEVAR
DEAN CUMMINGS SCHOOL40.001.00$251,773$0$56,766Yes (X)
HARRIS A BERMAN
DEAN MEDICAL SCHOOL40.00$442,576$0$51,913Yes (X)
HUW THOMAS
DEAN DENTAL SCHOOL40.00$386,727$0$45,237Yes (X)
JOANNE E BERGER-SWEENEY
DEAN ARTS & SCIENCES40.00$305,369$0$66,813Yes (X)
LINDA M ABRIOLA
DEAN ENGINEERING40.00$291,742$0$57,856Yes (X)
NAOMI ROSENBERG
DEAN SACKLER SCHOOL40.00$254,247$0$50,242Yes (X)
CATHERINE HAYES
PROFESSOR & CHAIR40.00$587,500$0$0Yes (X)
MARIA PAPAGEORGE
PROFESSOR & CHAIR40.00$529,982$0$51,706Yes (X)
NAUSHIRWAN MEHTA
PROFESSOR & ASSOC. DEAN40.00$389,237$0$55,514Yes (X)
RENEE R NADLER
DIRECTOR OF INVESTMENTS40.001.00$437,632$0$182,239Yes (X)
SALLY DUNGAN
CHIEF INVESTMENT OFFICER40.001.00$656,035$0$299,371Yes (X)
KATHLEEN CRONIN
VP HUMAN RESOURCES - END DATE 6/30/1340.00$275,696$0$25,190Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,833,235TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,613,421TotalOtherCompensationAmt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVENORTH READINGMA01864CONSTRUCTION$17,326,464
DTZ INC
4002 SOLUTIONS CENTERCHICAGOIL606774000CLEANING$10,696,153
TISHMAN CONSTRUCTION CORP OF MASS
66 LONG WHARF 2ND FLBOSTONMA02110CONSTRUCTION$7,449,112
COMMODORE BUILDERS
80 BRIDGE STREETNEWTONMA02458CONSTRUCTION$5,623,525
DELOITTE CONSULTING LLP
4022 SELLS DRIVEHERMITAGETN37076CONSULTING$5,147,780
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K170CntrctRcvdGreaterThan100KCnt
Government Grants$137,439,458GovernmentGrantsAmt
All Other Contributions$105,185,758AllOtherContributionsAmt
Noncash Contributions$11,602,170NoncashContributionsAmt
Total Contributions$242,625,216TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INSTRUCTION900099$450,950,708$450,950,708
CLINICAL AND OTHER EDUCATION541900$99,668,917$97,966,409$1,702,508
AUXILLIARY ENTERPRISES900099$56,054,976$55,877,439$177,537
$0
$0

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$606,674,601TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,113,459TotalRevenueColumnAmt
Exclusion$20,113,459ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,578,539TotalRevenueColumnAmt
Exclusion$2,578,539ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,387,800RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,104,962RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$282,838RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,838TotalRevenueColumnAmt
Exclusion$282,838ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$939,616,616SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$846,125,416SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$93,491,200SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,491,200TotalRevenueColumnAmt
Unrelated Business Revenue-$2,796,402UnrelatedBusinessRevenueAmt
Exclusion$96,287,602ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

Total Revenue ColumnTotalRevenueColumnAmt
$0
$0
$0

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$965,765,853TotalRevenueColumnAmt
Related Or Exempt Func Income$604,794,556RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$916,357UnrelatedBusinessRevenueAmt
Exclusion$119,262,438ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,635,865TotalAmt
Program Services$11,635,865ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$121,162,859TotalAmt
Program Services$121,162,859ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,392,411TotalAmt
Program Services$5,392,411ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,214,378TotalAmt
Program Services$2,447,184ProgramServicesAmt
Management And General$4,188,831ManagementAndGeneralAmt
Fundraising$578,363FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$289,963TotalAmt
Program Services$93,070ProgramServicesAmt
Fundraising$196,893FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$366,851,075TotalAmt
Program Services$314,273,190ProgramServicesAmt
Management And General$41,387,110ManagementAndGeneralAmt
Fundraising$11,190,775FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,007,788TotalAmt
Program Services$21,751,406ProgramServicesAmt
Management And General$3,375,536ManagementAndGeneralAmt
Fundraising$880,846FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,394,674TotalAmt
Program Services$33,055,107ProgramServicesAmt
Management And General$4,741,807ManagementAndGeneralAmt
Fundraising$1,597,760FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,318,732TotalAmt
Program Services$18,427,970ProgramServicesAmt
Management And General$3,113,834ManagementAndGeneralAmt
Fundraising$776,928FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,754,908TotalAmt
Program Services$4,441,241ProgramServicesAmt
Management And General$1,313,667ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$460,706TotalAmt
Program Services$20,000ProgramServicesAmt
Management And General$440,706ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$508,367TotalAmt
Management And General$508,367ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,354,575TotalAmt
Fundraising$1,354,575FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,361,350TotalAmt
Program Services$24,429ProgramServicesAmt
Management And General$1,336,921ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$47,496,214TotalAmt
Program Services$36,008,151ProgramServicesAmt
Management And General$11,386,853ManagementAndGeneralAmt
Fundraising$101,210FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,068TotalAmt
Fundraising$15,068FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,722,410TotalAmt
Program Services$58,293,782ProgramServicesAmt
Management And General$6,406,555ManagementAndGeneralAmt
Fundraising$2,022,073FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,601,340TotalAmt
Program Services$5,423,499ProgramServicesAmt
Management And General$3,018,284ManagementAndGeneralAmt
Fundraising$159,557FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,432,214TotalAmt
Program Services$1,432,214ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,815,083TotalAmt
Program Services$35,739,409ProgramServicesAmt
Management And General$1,075,674ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,922,641TotalAmt
Program Services$12,369,222ProgramServicesAmt
Management And General$2,072,748ManagementAndGeneralAmt
Fundraising$480,671FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,302,261TotalAmt
Program Services$3,833,421ProgramServicesAmt
Management And General$891,951ManagementAndGeneralAmt
Fundraising$576,889FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$27,126,401TotalAmt
Program Services$26,333,813ProgramServicesAmt
Management And General$792,588ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$45,194,639TotalAmt
Program Services$43,874,128ProgramServicesAmt
Management And General$1,320,511ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BOOKS$9,815,968$9,629,856$26,951$159,161
SUBSIDIARY EXPENSE-TVETS$8,285,767$8,285,767
EQUIPMENT PURCHASES$8,252,116$8,242,388$9,728
GOODS AND SERVICES$6,355,937$6,352,065$1,348$2,524

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,602,447TotalAmt
Program Services$1,580,047ProgramServicesAmt
Management And General$22,400ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$897,648,157TotalAmt
Program Services$790,122,494ProgramServicesAmt
Management And General$87,432,370ManagementAndGeneralAmt
Fundraising$20,093,293FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,552,250BOYAmt
EOY$51,039,544EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,855,321BOYAmt
EOY$50,324,606EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,780,260BOYAmt
EOY$13,317,614EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$58,674,167BOYAmt
EOY$54,003,601EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$446,838BOYAmt
EOY$453,819EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,625,053BOYAmt
EOY$6,257,612EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,424,759,840LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$610,242,833LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$780,221,390BOYAmt
EOY$814,517,007EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$371,695,412BOYAmt
EOY$367,644,728EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,519,903,522BOYAmt
EOY$1,665,862,677EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$25,505,338BOYAmt
EOY$24,148,166EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$116,290,812BOYAmt
EOY$112,744,740EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,981,550,363BOYAmt
EOY$3,160,314,114EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$133,521,988BOYAmt
EOY$132,268,661EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,160,202BOYAmt
EOY$49,194,977EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$630,794,290BOYAmt
EOY$624,335,075EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,495,552BOYAmt
EOY$2,867,567EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,927,313BOYAmt
EOY$83,637,638EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$904,899,345BOYAmt
EOY$892,303,918EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,112,194,260BOYAmt
EOY$1,202,484,880EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$426,846,458BOYAmt
EOY$496,780,212EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$537,610,300BOYAmt
EOY$568,745,104EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,076,651,018BOYAmt
EOY$2,268,010,196EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,981,550,363BOYAmt
EOY$3,160,314,114EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$68,117,696ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$119,344,385NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,897,097OtherChangesInNetAssetsAmt
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$215,068,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$236,685,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,879,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,152,025CurrentTaxYearMinus1YearAmt
Current Tax Year$242,625,216CurrentTaxYearAmt
Total$1,109,410,561TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$215,068,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$236,685,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,879,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,152,025CurrentTaxYearMinus1YearAmt
Current Tax Year$242,625,216CurrentTaxYearAmt
Total$1,109,410,561TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,109,410,561PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,442,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,121,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,639,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,640,901CurrentTaxYearMinus1YearAmt
Current Tax Year$25,079,798CurrentTaxYearAmt
Total$111,923,413TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,221,333,974TotalSupportAmt
Gross Receipts Rltd Activities$2,781,852,940GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90840PublicSupportCY170Pct
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$508,367FilingOrganizationsTotalAmt
Affiliated Group Total$508,367AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$508,367FilingOrganizationsTotalAmt
Affiliated Group Total$508,367AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$877,046,497FilingOrganizationsTotalAmt
Affiliated Group Total$916,034,320AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$877,554,864FilingOrganizationsTotalAmt
Affiliated Group Total$916,542,687AffiliatedGroupTotalAmt

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$328,735CurrentYearMinus3Amt
Current Year Minus2$402,965CurrentYearMinus2Amt
Current Year Minus1$450,418CurrentYearMinus1Amt
Current Year$508,367CurrentYearAmt
Total$1,690,485TotalAmt

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 Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$10,755RevenuesIncludedAmt
Assets Included$7,300,273AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,472,355,250BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,142,107,003BeginningYearBalanceAmt
Contributions$18,523,742ContributionsAmt
Investment Earnings Or Losses$134,334,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,965,044GrantsOrScholarshipsAmt
Other Expenditures$31,027,541OtherExpendituresAmt
Administrative Expenses$3,002,100AdministrativeExpensesAmt
End Year Balance$1,252,970,860EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39200BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,404,073OtherCostOrOtherBasisAmt
Book Value$45,404,073BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,194,389,550OtherCostOrOtherBasisAmt
Depreciation$507,436,421DepreciationAmt
Book Value$686,953,129BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$184,966,217OtherCostOrOtherBasisAmt
Depreciation$102,806,412DepreciationAmt
Book Value$82,159,805BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$814,517,007TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$615,974,611BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
OTHER INVESTMENTS$15,935,672F
COMMON TRUST EQUITY INDEX FUNDS$420,824,832F
PRIVATE EQUITIES$332,313,713F
REAL ESTATE$178,635,961F
FUNDS HELD UNDER BOND AGREEMENTS$5,559F
UNSETTLED INVESTMENTS$6,360,453F
NATURAL RESOURCES$95,811,876F
FieldValueIRS element (for citing)
Total Book Value Securities$1,665,862,677TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
UNFUNDED STATUS OF POST RETIREMENT PLAN$34,000
INTEREST RATE AGREEMENTS$56,248,924
GOVERNMENT ADVANCES$27,354,714
FieldValueIRS element (for citing)
Total Liability$83,637,638TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$983,872,630TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$119,344,384NetUnrealizedGainsInvstAmt
Other Revenue-$101,499,832OtherRevenueAmt
Revenue Not Reported$17,844,552RevenueNotReportedAmt
Revenue Subtotal$966,028,078RevenueSubtotalAmt
Other Revenues Not Included-$262,225OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$262,225RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$965,765,853TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$792,513,454TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$17,359,737OtherExpensesIncludedAmt
Expenses Not Reported$17,359,737ExpensesNotReportedAmt
Expenses Subtotal$775,153,717ExpensesSubtotalAmt
Other Expenses Not Included$122,494,440OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$122,494,440ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$897,648,157TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1, FIN 48 FOOTNOTETUFTS UNIVERSITY FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN48.
SCHEDULE D, PART XI, FINANCIAL STATEMENTSTHE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990CONSOLIDATED ENTITIES REVENUE - 14864783; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1361000; CHANGE IN SPLIT INTEREST AGREEMENT - 3364764; TUITION DISCOUNT - -XXX-XX-XXXX; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 908956;
Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statementsINTERDEPARTMENTAL REQUISITION REVENUE - 1842737; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2104962;
Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990INTERDEPARTMENTAL REQUISITION REVENUE - 757331; CONSOLIDATED ENTITIES EXPENSES - 11862921; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 4739485;
Schedule D, Part XII, Line 4b, Other expenses in form 990 not in audited financial statementsCONSOLIDATED ENTITIES EXPENSES - 2600068; TUITION DISCOUNT - XXX-XX-XXXX; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2104962;

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 6a, Financial aid or assistance from a governmental agencyTHE 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 (29 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)55PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM$4,123,400
EAST ASIA AND THE PACIFIC32PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM$438,196
SOUTH AMERICA11PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM$518,284
SUB-SAHARAN AFRICA12PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM$310,846
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$2,500
EAST ASIA AND THE PACIFIC00GRANTMAKING$443,441
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTMAKING$731,546
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$65,240
NORTH AMERICA (CANADA & MEXICO ONLY)00GRANTMAKING$54,762
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$16,162
SOUTH AMERICA00GRANTMAKING$105,869
SOUTH ASIA00GRANTMAKING$641,448
SUB-SAHARAN AFRICA00GRANTMAKING$3,331,442
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$456,261,000
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$31,127,000
NORTH AMERICA (CANADA & MEXICO ONLY)00INVESTMENTS$12,690,000
SUB-SAHARAN AFRICA00INVESTMENTS$5,981,000
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$61,261
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$219,201
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$499,239
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$101,845
NORTH AMERICA (CANADA & MEXICO ONLY)00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$58,351
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$8,102
SOUTH AMERICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$60,462
SOUTH ASIA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$47,385
SUB-SAHARAN AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES$254,830
EAST ASIA AND THE PACIFIC00FUNDRAISING$10,276
EUROPE (INCLUDING ICELAND AND GREENLAND)00FUNDRAISING$5,229
RUSSIA AND NEIGHBORING STATES00FUNDRAISING$430
FieldValueIRS element (for citing)
Total Office10TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Total Spent$518,168,747TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (48 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$50,000WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$196,633WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$121,597WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$23,893WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT$33,660WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$63,165WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT$101,015WIRE
MIDDLE EAST AND NORTH AFRICASUBCONTRACT RESEARCH GRANT$10,601WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$5,215WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$83,348WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$113,400WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$24,749WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$145,607WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$181,728WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$40,703WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT$97,172WIRE
SOUTH AMERICASUBCONTRACT RESEARCH GRANT$50,000WIRE
SOUTH ASIASCHOLARSHIPS$18,000WIRE
SOUTH ASIASTUDENT STIPENDS$13,500WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$11,204WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$17,319CHECK
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$59,359WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$93,481CHECK
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$26,395WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$29,000WIRE
NORTH AMERICA (CANADA & MEXICO ONLY)SUBCONTRACT RESEARCH GRANT$50,000WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$72,825CHECK
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$103,366WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$107,229WIRE
SUB-SAHARAN AFRICASCHOLARSHIPS$19,252WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$866,128WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$28,280WIRE
SOUTH AMERICASUBCONTRACT RESEARCH GRANT$51,590CHECK
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$9,539WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$196,605WIRE
SOUTH ASIASTUDENT PRIZES$25,000CHECK
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$50,290WIRE
MIDDLE EAST AND NORTH AFRICASUBCONTRACT RESEARCH GRANT$10,686WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$90,073WIRE
EAST ASIA AND THE PACIFICSTUDENT PRIZES$7,500WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$89,839WIRE
EUROPE (INCLUDING ICELAND AND GREENLAND)SUBCONTRACT RESEARCH GRANT$20,694WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$91,491WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT$50,000WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$50,000WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT$170,309WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$50,000WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT$21,041WIRE
FieldValueIRS element (for citing)
Total501c3 Org48Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (23 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPSEAST ASIA AND THE PACIFIC3$16,969CHECK
FELLOWSHIPSEUROPE (INCLUDING ICELAND AND GREENLAND)1$10,000CHECK
FELLOWSHIPSEUROPE (INCLUDING ICELAND AND GREENLAND)1$2,800WIRE
INT'L PROGRAM ADVANCESEUROPE (INCLUDING ICELAND AND GREENLAND)1$25,083ELECTRONIC FUNDS TRANSFER
INT'L PROGRAM ADVANCESSUB-SAHARAN AFRICA7$643,892WIRE
SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN1$2,500CHECK
SCHOLARSHIPSEAST ASIA AND THE PACIFIC9$80,209CHECK
SCHOLARSHIPSEUROPE (INCLUDING ICELAND AND GREENLAND)12$83,306CHECK
SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA3$43,256CHECK
SCHOLARSHIPSNORTH AMERICA (CANADA & MEXICO ONLY)1$3,500CHECK
SCHOLARSHIPSRUSSIA AND NEIGHBORING STATES1$16,162CHECK
SCHOLARSHIPSSOUTH AMERICA1$1,779CHECK
SCHOLARSHIPSSOUTH ASIA15$174,869CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA21$272,500CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA1$1,744WIRE
STUDENT PRIZESEAST ASIA AND THE PACIFIC8$3,649CHECK
STUDENT PRIZESEUROPE (INCLUDING ICELAND AND GREENLAND)2$26,821CHECK
STUDENT PRIZESEUROPE (INCLUDING ICELAND AND GREENLAND)1$143WIRE
STUDENT PRIZESMIDDLE EAST AND NORTH AFRICA1$697CHECK
STUDENT PRIZESNORTH AMERICA (CANADA & MEXICO ONLY)1$1,262CHECK
STUDENT PRIZESSOUTH ASIA1$500CHECK
STUDENT PRIZESSUB-SAHARAN AFRICA3$3,057CHECK
SUBCONTRACT RESEARCH GRANTSOUTH ASIA1$127,732WIRE
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

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2, Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationDUE 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.ExplanationTxt

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 (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO CODY
65 KIRKWOOD NORTH ROAD SWCEDAR RAPIDSIA52404TELEFUND VENDORfalse$1,564,304$409,230$1,155,074
MARTS & LUNDY INC
1200 WALL STREET WESTLYNDHURSTNJ07071STRATEGY CONSULTINGfalse$121,973-$121,973
CORE GROUP INC
500 W ALGONQUIN RD SUITE BMOUNT PROSPECTIL60056STRATEGY CONSULTINGfalse$108,257-$108,257
KUBLERWIRKA INC
95 CREST ROADWELLESLEYMA02482STRATEGY CONSULTINGfalse$100,000-$100,000
NEPTUNE WEB
48 GROVE STREETSOMERVILLEMA02144ONLINE WEBSITE DEVELOPERfalse$79,143-$79,143
BENTZ WHALEY FLESSNER
2461 SOUTH CLARK STREET SUITE 910ARLINGTONVA22202STRATEGY CONSULTINGfalse$41,497-$41,497
KASPICK & COMPANY LLC
ONE BEACON STREET 8TH FLOORBOSTONMA02108PLANNED GIVING MANAGEMENTfalse$26,026-$26,026
FieldValueIRS element (for citing)
Total Gross Receipts$1,564,304TotalGrossReceiptsAmt
Total Retained By Contractors$886,126TotalRetainedByContractorsAmt
Total Net To Organization$678,178TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (85 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACDIVOCA
50 F STREET NW SUITE 1075WASHINGTONDC20001520811461501 (C)(3)$19,596SUBCONTRACT GRANT AWARD
CHAD J ANDERSON DMD INC
9497 N FORT WASHINGTON RD STE 106FRESNOCA93730204327389FOR PROFIT$9,000SUBCONTRACT GRANT AWARD
ANIMAL SHELTER INC
17 LAURELWOOD RDSTERLINGMA01564043236868501 (C)(3)$26,500SUBCONTRACT GRANT AWARD
BAYSTATE MEDICAL CENTER
280 CHESTNUT STSPRINGFIELDMA01199042790311501 (C)(3)$114,690SUBCONTRACT GRANT AWARD
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881501 (C)(3)$59,311SUBCONTRACT GRANT AWARD
BOSTON MEDICAL CENTER
660 HARRISON AVEBOSTONMA02118043314093501 (C)(3)$121,183SUBCONTRACT GRANT AWARD
BOSTON UNIVERSITY
PO BOX 55058BOSTONMA02205042103547501 (C)(3)$646,118SUBCONTRACT GRANT AWARD
BRANDEIS UNIVERSITY
PO BOX 549110WALTHAMMA02454042103552501 (C)(3)$40,360SUBCONTRACT GRANT AWARD
BRIGHAM & WOMEN'S HOSPITAL
PO BOX 3887BOSTONMA02241042312909501 (C)(3)$206,664SUBCONTRACT GRANT AWARD
BROWN UNIVERSITY
PO BOX 1911PROVIDENCERI02912050258809501 (C)(3)$19,544SUBCONTRACT GRANT AWARD
BUNKER HILL COMMUNITY COLLEGE
250 NEW RUTHERFORD AVEBOSTONMA02129046002284501 (C)(3)$13,105SUBCONTRACT GRANT AWARD
CAST INC
40 HARVARD MILLS SQUARE STE 3WAKEFIELDMA01880222746879501 (C)(3)$15,750SUBCONTRACT GRANT AWARD
CHILDREN'S HOSPITAL BOSTON
PO BOX 414413BOSTONMA02241042774441501 (C)(3)$168,477SUBCONTRACT GRANT AWARD
CHINESE PROGRESSIVE ASSOCIATION INC
28 ASH STBOSTONMA02111042631569501 (C)(3)$55,000SUBCONTRACT GRANT AWARD
TRUSTEES COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY10087135598093501 (C)(3)$860,220SUBCONTRACT GRANT AWARD
COMMUNITY TEAMWORK INC
155 MERRIMACK STLOWELLMA01852042382027501 (C)(3)$130,503SUBCONTRACT GRANT AWARD
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215042263040501 (C)(3)$15,232SUBCONTRACT GRANT AWARD
DARTMOUTH COLLEGE
11 ROPE FERRY RD 6210HANOVERNH03755020222111501 (C)(3)$113,250SUBCONTRACT GRANT AWARD
DELOITTE CONSULTING LLP
PO BOX 7247-6447PHILADELPHIAPA19170061454513FOR PROFIT$162,789SUBCONTRACT GRANT AWARD
DEVELOPMENT ALTERNATIVES INC
7600 WISCONSIN AVE STE 200BETHESDAMD20814520904808FOR PROFIT$8,015SUBCONTRACT GRANT AWARD
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC28260560532129501 (C)(3)$303,242SUBCONTRACT GRANT AWARD
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA31193580566256501 (C)(3)$18,969SUBCONTRACT GRANT AWARD
ENTERIS BIOPHARMA
83 FULTON STBOONTONNJ07005462487187FOR PROFIT$110,000SUBCONTRACT GRANT AWARD
FAMILY HEALTH INTERNATIONAL
1825 CONNECTICUT AVE NWWASHINGTONDC20009237413005501 (C)(3)$42,232SUBCONTRACT GRANT AWARD
FOX CHASE CANCER CENTER
604 COTTMAN AVECHELTENHAMPA19012232003072501 (C)(3)$211,061SUBCONTRACT GRANT AWARD
GLOBAL FOOD & NUTRITION INC
1300 L ST NW 920WASHINGTONDC20005521931539FOR PROFIT$275,670SUBCONTRACT GRANT AWARD
HEDDAMARIE U T HART
7150 N DURANGO DR STE 106LAS VEGASNV89149421716950FOR PROFIT$9,000SUBCONTRACT GRANT AWARD
HARVARD UNIVERSITY
PO BOX 415649BOSTONMA02241042103580501 (C)(3)$215,308SUBCONTRACT GRANT AWARD
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202351019477501 (C)(3)$50,136SUBCONTRACT GRANT AWARD
INCRE
366 MASSACHUSETTS AVEARLINGTONMA02474043108268501 (C)(3)$152,077SUBCONTRACT GRANT AWARD
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENEW HAVENCT06510061660068501 (C)(3)$6,481SUBCONTRACT GRANT AWARD
INTERNATIONAL NUTRITION FOUNDATION
150 HARRISON AVE RM 232BOSTONMA02111042761215501 (C)(3)$176,691SUBCONTRACT GRANT AWARD
INTL CTR INNOVATIONS CIVIC PARTICIPATION
1776 MASSACHUSETTS AVE NW STE 201WASHINGTONDC20036522316790501 (C)(3)$80,000SUBCONTRACT GRANT AWARD
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRCHICAGOIL60693520595110501 (C)(3)$720,756SUBCONTRACT GRANT AWARD
LEHIGH UNIVERSITY
526 BROADHEAD AVEBETHLEHEMPA18015240795445501 (C)(3)$57,813SUBCONTRACT GRANT AWARD
MARINE BIOLOGICAL LABORATORY
PO BOX 3218BOSTONMA02241042104690501 (C)(3)$24,269SUBCONTRACT GRANT AWARD
MASS EYE AND EAR INFIRMARY
243 CHARLES STBOSTONMA02114042103591501 (C)(3)$110,266SUBCONTRACT GRANT AWARD
MASS GENERAL HOSPITAL
PO BOX 3829BOSTONMA02241042697983501 (C)(3)$273,008SUBCONTRACT GRANT AWARD
MASS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501 (C)(3)$183,284SUBCONTRACT GRANT AWARD
THE MIRIAM HOSPITAL
593 EDDY STPROVIDENCERI02903050258905501 (C)(3)$81,346SUBCONTRACT GRANT AWARD
MONTANA STATE UNIVERSITY
PO BOX 172470BOZEMANMT59717816010045501 (C)(3)$15,722SUBCONTRACT GRANT AWARD
NAIDU ORTHODONTICS
18503 PINES BLVD 304PEMBROKE PINESFL33029204196534FOR PROFIT$9,000SUBCONTRACT GRANT AWARD
NOBIS ENGINEERING INC
18 CHENELL DRIVECONCORDNH03301020433409FOR PROFIT$8,652SUBCONTRACT GRANT AWARD
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501 (C)(3)$76,678SUBCONTRACT GRANT AWARD
NORTHWESTERN UNIVERSITY
633 CLARK ST RM G-547EVANSTONIL60208362167817501 (C)(3)$120,242SUBCONTRACT GRANT AWARD
PARLANCE CORP
400 W CUMMINGS PK STE 200WOBURNMA01801043334185FOR PROFIT$39,600SUBCONTRACT GRANT AWARD
PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE SUITE 401STATE COLLEGEPA16801246000376501 (C)(3)$24,328SUBCONTRACT GRANT AWARD
PINE MANOR COLLEGE
400 HEATH STCHESTNUT HILLMA02467042321292501 (C)(3)$8,883SUBCONTRACT GRANT AWARD
PURDUE UNIVERSITY
23510 NETWORK PLCHICAGOIL60673356002041501 (C)(3)$167,807SUBCONTRACT GRANT AWARD
RAND CORPORATION
PO BOX 2138SANTA MONICACA90407951958142501 (C)(3)$28,027SUBCONTRACT GRANT AWARD
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STTROYNY12180141340095501 (C)(3)$43,416SUBCONTRACT GRANT AWARD
RHODE ISLAND HOSPITAL
593 EDDY STPROVIDENCERI02903050258954501 (C)(3)$20,569SUBCONTRACT GRANT AWARD
ROCKWELL COLLINS INC & SUBSIDIARIES
PO BOX 360772PITTSBURGHPA15251522314475FOR PROFIT$29,924SUBCONTRACT GRANT AWARD
RUTGERS THE STATE UNIVERSITY OF NJ
3 RUTGERS PLAZANEW BRUNSWICKNJ08901226001086501 (C)(3)$45,097SUBCONTRACT GRANT AWARD
SAN JOSE STATE UNIVERSITY
210 N FOURTH STSAN JOSECA95112946017638501 (C)(3)$19,583SUBCONTRACT GRANT AWARD
SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501 (C)(3)$114,360SUBCONTRACT GRANT AWARD
NADERA SHALHOUB-KEVORKIAN
5945 YARMOUTH AVEENCINOCA91396050646617FOR PROFIT$20,000SUBCONTRACT GRANT AWARD
SHARED TECHNOLOGIES FAIRCHILD
PO BOX 4869HOUSTONTX77210521192851FOR PROFIT$296,056SUBCONTRACT GRANT AWARD
SOMERVILLE TRANS EQUITY PARTNERSHIP INC
51 MT VERNON STREETSOMERVILLEMA02145201875025501 (C)(3)$20,000SUBCONTRACT GRANT AWARD
SPAULDING REHABILITATION HOSPITAL
PO BOX 3903BOSTONMA02241042551124501 (C)(3)$6,770SUBCONTRACT GRANT AWARD
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA94144941156365501 (C)(3)$327,552SUBCONTRACT GRANT AWARD
SYNAPTIC RESEARCH LLC
1448 SOUTH ROLLING ROADBALTIMOREMD21227205487221FOR PROFIT$230,310SUBCONTRACT GRANT AWARD
TBMS
1600 BOSTON-PROVIDENCE HWYWALPOLEMA02081593828470FOR PROFIT$34,200SUBCONTRACT GRANT AWARD
TECHNICAL EDUCATION RESEARCH CENTER INC
2067 MASSACHUSETTS AVECAMBRIDGEMA02140046134355501 (C)(3)$151,151SUBCONTRACT GRANT AWARD
TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PKWY S STE 300COLLEGE STATIONTX77845746000531501 (C)(3)$37,291SUBCONTRACT GRANT AWARD
TOUCHSTONE FARM
13 PONY FARM LANETEMPLENH03084020436529501 (C)(3)$13,874SUBCONTRACT GRANT AWARD
TRUSTES OF UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19178231352685501 (C)(3)$6,372SUBCONTRACT GRANT AWARD
TUFTS MEDICAL CENTER
750 WASHINGTON STBOSTONMA02111043400617501 (C)(3)$2,352,686SUBCONTRACT GRANT AWARD
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY RDTUSKEGEE INSTAL36088630288878501 (C)(3)$37,747SUBCONTRACT GRANT AWARD
UMDC DIAGNOSTIC CLINIC
PO BOX 405803ATLANTAGA30384592695890501 (C)(3)$162,612SUBCONTRACT GRANT AWARD
UNIVERSITY OF FLORIDA
PO BOX 113001GAINESVILLEFL32611596002052501 (C)(3)$6,516SUBCONTRACT GRANT AWARD
UNIVERSITY OF GEORGIA
147 CEDAR STREETATHENSGA30602586001998501 (C)(3)$68,000SUBCONTRACT GRANT AWARD
UNIVERSITY OF ILLINOIS
PO BOX 20787SPRINGFIELDIL62708376000511501 (C)(3)$126,004SUBCONTRACT GRANT AWARD
UNIVERSITY OF MARYLAND
PO BOX 41428BALTIMOREMD21203526002033501 (C)(3)$19,602SUBCONTRACT GRANT AWARD
UNIVERSITY OF MASSACHUSETTS
100 MORRISSEY BLVDBOSTONMA02125043167352501 (C)(3)$164,325SUBCONTRACT GRANT AWARD
UNIVERSITY OF NEBRASKA
312 N 14TH ST ALEXANDER WEST BLDGLINCOLNNE68588470049123501 (C)(3)$9,025SUBCONTRACT GRANT AWARD
UNIVERSITY OF NORTHERN IOWA
1227 WEST 27TH STREETCEDAR FALLSIA50614426004333501 (C)(3)$39,945SUBCONTRACT GRANT AWARD
UNIVERSITY OF SOUTHERN CALIFORNIA
3710 MCCLINTOCK AVENUELOS ANGELESCA90089951642394501 (C)(3)$11,173SUBCONTRACT GRANT AWARD
UNIVERSITY OF TENNESSEE
210 STUDENT SERVICES BUILDINGKNOXVILLETN37996626001636501 (C)(3)$92,785SUBCONTRACT GRANT AWARD
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRCHICAGOIL60693916001537501 (C)(3)$246,506SUBCONTRACT GRANT AWARD
ANCY VERDIER
384 MONTAUK HWY STE 4WAINSCOTTNY11975640952279FOR PROFIT$9,000SUBCONTRACT GRANT AWARD
VIJU INC
1 GATEHALL DRIVE STE P6PARSIPPANYNJ07054202788939FOR PROFIT$20,000SUBCONTRACT GRANT AWARD
WASHINGTON UNIVERSITY
700 ROSEDALE AVEST LOUISMO63112430653611501 (C)(3)$264,769SUBCONTRACT GRANT AWARD
WEILL CORNELL MEDICAL COLLEGE
575 LEXINGTON AVE 9TH FLNEW YORKNY10022131623978501 (C)(3)$104,389SUBCONTRACT GRANT AWARD
YESHIVA UNIVERSITY
1300 MORRIS PARK AVEBRONXNY10461131624225501 (C)(3)$60,508SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total501c3 Org69Total501c3OrgCnt
Total Other Org16TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS6148$115,030,716
FELLOWSHIPS479$5,095,335
STUDENT PRIZES534$605,814
STUDENT STIPENDS351$430,994

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance 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 (24 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
PRESIDENT & TRUSTEE$658,144$0$0$0$69,309$0$50,065$0$68,172$0$845,690$0$0$0
PATRICIA L CAMPBELL
EXECUTIVE VP$472,755$0$0$0$3,862$0$50,065$0$9,303$0$535,984$0$0$0
MARY R JEKA
SR VP, UNIVERSITY RELATIONS$336,925$0$0$0$6,624$0$45,319$0$8,839$0$397,707$0$0$0
DAVID R HARRIS
PROVOST & SR VP$497,493$0$0$0$1,077$0$50,065$0$27,101$0$575,736$0$0$0
THOMAS S MCGURTY
VP FINANCE & TREASURER$257,449$0$0$0$79,965$0$45,319$0$19,395$0$402,128$0$0$0
DAVID J KAHLE
VP & CHIEF INFORMATION OFFICER$292,123$0$0$0$916$0$39,315$0$25,097$0$357,450$0$0$0
MARTHA L POKRAS
VP HUMAN RESOURCES (INTERIM) START DATE 4/30/14$201,987$0$0$0$1,224$0$24,956$0$8,738$0$236,905$0$0$0
LINDA E CATALDO
VP HUMAN RESOURCES (INTERIM) FROM 7/01/13-4/30/14$123,727$0$0$0$294$0$16,808$0$14,594$0$155,423$0$0$0
MICHAEL A BAENEN
CHIEF OF STAFF$151,880$0$0$0$298$0$17,916$0$11,884$0$181,979$0$0$0
ERIC C JOHNSON
VP UNIVERSITY ADVANCEMENT$329,840$0$0$0$1,148$0$44,565$0$22,817$0$398,371$0$0$0
LINDA L SNYDER
VP OPERATIONS$258,289$0$0$0$4,444$0$33,015$0$378$0$296,126$0$0$0
GEORGE A HIBBARD
ASSISTANT TREASURER$149,675$0$0$0$678$0$16,766$0$108$0$167,227$0$0$0
KATHLEEN CRONIN
VP HUMAN RESOURCES - END DATE 6/30/13$91,515$0$0$0$184,181$0$13,069$0$12,121$0$300,886$0$0$0
HARRIS A BERMAN
DEAN MEDICAL SCHOOL$437,475$0$0$0$5,101$0$32,565$0$19,348$0$494,489$0$0$0
JOANNE E BERGER-SWEENEY
DEAN ARTS & SCIENCES$303,680$0$0$0$1,690$0$32,565$0$34,248$0$372,182$0$0$0
LINDA M ABRIOLA
DEAN ENGINEERING$290,128$0$0$0$1,614$0$32,565$0$25,291$0$349,598$0$0$0
NAOMI ROSENBERG
DEAN SACKLER SCHOOL$251,070$0$0$0$3,178$0$32,565$0$17,677$0$304,490$0$0$0
DEBORAH T KOCHEVAR
DEAN CUMMINGS SCHOOL$250,417$0$0$0$1,356$0$32,565$0$24,201$0$308,539$0$0$0
HUW THOMAS
DEAN DENTAL SCHOOL$383,705$0$0$0$3,022$0$32,565$0$12,672$0$431,964$0$0$0
SALLY DUNGAN
CHIEF INVESTMENT OFFICER$356,632$0$297,757$0$1,646$0$250,005$0$49,366$0$955,406$0$104,853$0
CATHERINE HAYES
PROFESSOR & CHAIR$0$0$0$0$587,500$0$0$0$0$0$587,500$0$0$0
NAUSHIRWAN MEHTA
PROFESSOR & ASSOC. DEAN$262,355$0$0$0$126,882$0$32,565$0$22,949$0$444,751$0$0$0
MARIA PAPAGEORGE
PROFESSOR & CHAIR$192,407$0$336,773$0$802$0$24,993$0$26,713$0$581,688$0$0$0
RENEE R NADLER
DIRECTOR OF INVESTMENTS$261,166$0$175,320$0$1,146$0$160,650$0$21,589$0$619,871$0$61,664$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 2013, 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 IT 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 ADDITONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2013, 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. THE UNIVERSITY PROVIDED OUTPLACEMENT SERVICES TO THE FORMER V.P. - HUMAN RESOURCES VALUED AT $20,000. THE VALUE OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a, Severance or change-of-control paymentCATHERINE HAYES, PROFESSOR AND CHAIR WAS AWARDED SEVERANCE PAYMENTS AS PART OF A BACK PAY AND LEGAL EMPLOYMENT SETTLEMENT TOTALLING $587,500. KATHLEEN CRONIN, FORMER VP HUMAN RESOURCES RECEIVED A NEGOTIATED ONE-YEAR SEVERANCE AGREEMENT TOTALLING $251,805, PAYABLE IN FOUR QUARTERLY INSTALLMENTS. ADDITIONAL OUTPLACEMENT SERVICES TOTALLING $20,000 WERE ALSO PROVIDED.
Schedule J, Part I, Line 4b, Supplemental nonqualified retirement planSALLY DUNGAN,CHIEF INVESTMENT OFFICER AND RENEE NADLER, DIRECTOR OF INVESTMENTS FOR THE UNIVERSITY BOTH PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% 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.
Schedule J, Part I, Line 5a, Compensation contingent on revenues of the organizationDR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2013, INCENTIVE PAYMENTS TOTALED $336,773 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE.
Schedule J, Part I, Line 6a, Compensation contingent on net earnings of the organizationSALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $297,757 WAS MADE IN FYE 06/30/13 AND LATER PAID IN AUGUST, 2013. 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 $175,320 WAS MADE IN 2013. 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 $36,394 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). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $21,445 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).

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 FACILITYfalsefalsefalse
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$1,134,020$0$140,600,000$0$0$0$600,000$0$0$0$140,000,000$0Yes (true)falseYes (true)Yes (true)
B$1,200,000$0$83,830,604$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)0.009600.002100.01170falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.028400.000500.02890falsefalseYes (true)
C0.000000.000000.00000
D0.000000.000000.00000

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/BusinessNameLine1Term Of GICTermOfGICPctGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE BANK AND B
AfalseYes (true)Yes (true)Yes (true)30.0Yes (true)falsefalseDEUTSCHE BANK AND BANK OF AMERICA30.0falseYes (true)
(no name)
BfalseYes (true)falsefalse0.0false0.0falseYes (true)
(no name)
CfalseYes (true)falsefalse0.0false0.0falseYes (true)
BARCLAYS 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

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part V, ISSUER NAME: MHEFA Series OFormAndLineReferenceDesc
ExplanationANY DIFFERENCES BETWEEN THE ORIGINAL ISSUE PRICE AND THE GROSS PROCEEDS ARE A RESULT OF INVESTMENT EARNINGS.ExplanationTxt

Schedule K IRS990ScheduleK

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHARLES RIVER LABORATORIES
KEY EMPLOYEE IS A BOARD MEMBER$368,245LAB SERVICESfalse
MARIA GOVE TRINGALE
SPOUSE OF CURRENT OFFICER$194,359EMPLOYMENTfalse
MORTON B ROSENBERG
SPOUSE OF CURRENT KEY EMPLOYEE$202,619EMPLOYMENTfalse
ADAGE CAPITAL MANAGEMENT
PARTNER IS SPOUSE OF CURRENT TRUSTEE$1,311,484INVESTMENT MANAGEMENT SERVICESfalse
MARK A POKRAS
SPOUSE OF CURRENT OFFICER$93,588EMPLOYMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$5,719NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,340NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,530NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution205ContributionCnt
Noncash Contributions Rpt F990$8,989,783NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$5,036NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$100,175NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$750NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIPMENT9$416,839MARKET VALUE
Yes (X)GIFT CARD1$25MARKET VALUE
Yes (X)DINNER EVENT5$13,676MARKET VALUE
Yes (X)COMPUTER EQUIPMENT2$3,503MARKET VALUE
Yes (X)PLANE TICKETS2$12,294MARKET VALUE
Yes (X)RENTAL REDUCTION AGREEMENT1$2,040,000MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, NON-CASH CONTRIBUTIONSTHE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED.
Schedule M, part I, column (b), Line 1, Number of contributions or items contributed.
Schedule M, part I, column (b), Line 4, Number of contributions or items contributed.
Schedule M, part I, column (b), Line 9, Number of contributions or items contributed.
Schedule M, part I, column (b), Line 19, Number of contributions or items contributed.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 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. DUE TO THE LARGE VOLUME OF VOLUNTEERS IT IS NOT FEASIBLE TO FORMALLY TRACK THE ACTUAL NUMBER AND ACCURATELY ESTIMATE THE NUMBER OF VOLUNTEERS.
FORM 990, PART V, LINE 2A, NUMBER OF EMPLOYEES PER W-3THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,704 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2013. 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, Sec A, 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
Form 990, Part VI, Sec B, 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, Sec B, Line 12c, Conflict of interest policyTHE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS. THIS DOCUMENT IS SENT ANNUALLY AFTER FISCAL YEAR END. AFTER READING THE CONFLICT OF INTEREST POLICY, WHILE USING AN INTERNET-BASED QUESTIONNAIRE SYSTEM, EACH MEMBER IS REQUIRED TO ELECTRONICALLY DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND RETURNED ELECTRONICALLY TO THE TRUSTEES OFFICE. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICTS OF INTEREST DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, THROUGH THE SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, THE INDIVIDUAL BOARD MEMBER THEN CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT
Form 990, Part VI, Sec B, 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 EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES WHICH WAS GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES PEER INSTITUTIONS DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES GATHERS INFORMATION FROM THE CUPA ADMINISTRATIVE COMPENSATION ANNUAL 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, 2014 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2014
Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employeesFOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS AND KEY EMPLOYEES, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT AND PROVOST.
Form 990, Part VI, Sec C, 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 AND THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ARE AVAILABLE ON THE TUFTS UNIVERSITY WEBSITE AT WWW.TUFTS.EDU.
Form 990 , Part XI, Line 9, Other changes in net assets or fund balancesNET GAIN FROM CONSOLIDATED ENTITIES - 3001862; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1361000; CHANGE IN SPLIT INTEREST AGREEMENTS - 3364764; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - -4739485; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 908956;
Schedule J, Part I, Line 8, Payments on contract that is subject to the initial contract exceptionTHE PRESIDENT AND PROVOST ARE SERVING UNDER THEIR INITIAL CONTRACTS
SCHEDULE J, PART II, COLUMN (D), NONTAXABLE BENEFITSNONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR PRESIDENT ANTHONY P. MONACO. TUITION REMISSION BENEFITS WERE INCLUDED FOR JOANNE BERGER-SWEENEY AND SALLY DUNGAN.
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=MEDICAL EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=GIFT CARD :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=DINNER EVENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=COMPUTER EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=PLANE TICKETS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=RENTAL REDUCTION AGREEMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=MEDICAL EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=GIFT CARD :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=DINNER EVENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=COMPUTER EQUIPMENT :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=PLANE TICKETS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=RENTAL REDUCTION AGREEMENT :

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA$0$0TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE$4,364,954$3,548,480TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA$2,174$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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(C)(3)11 - Type ITRUSTEES OF TUFTS COLLEGEYes (true)
WALNUT HILL PROPERTIES CORP
PO BOX 53 TRUSTEES OF TUFTS COLLEGEMEDFORDMA02153043419100REAL ESTATE MANAGEMENTMA501(C)(3)11 - Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SERVICESMA501(C)(3)11 - Type III - FITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(C)(3)9TRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALSMA501(C)(3)11 - Type ITRUSTEES OF TUFTS COLLEGEYes (true)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(C)(9)N/ATRUSTEES OF TUFTS COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC CORPORATION-$1,450$15,2231Yes (true)
PERPETUAL TRUSTS - 6
SUPPORTMATRUSTEES OF TUFTS COLLEGETRUST
CHARITABLE REMAINDER UNITRUSTS - 35
SUPPORTMATRUSTEES OF TUFTS COLLEGETRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
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 (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WALNUT HILL PROPERTIES CORP
A$80,613FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
D$10,181,465FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
I$3,169,630FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K$1,074,229FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
L$136,058FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
S$4,025,485FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
A$80,481FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
D$1,190,300FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
L$735,813FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
S$309,287FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
L$124,754FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
Q$656,246FAIR MARKET VALUE
TUFTS SHARED SERVICES
M$5,690,000FAIR MARKET VALUE
TUFTS HEALTH CARE INSTITUTE
M$150,000FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, COLUMN (A), TRUSTSFormAndLineReferenceDesc
ExplanationTHE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, AND MASSACHUSETTS.ExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINElecting 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$508,367$508,367$877,046,497$877,554,864$1,000,000$250,000$0$0$0
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926$0$0$0$1,245,016$0$0$0$0$0$0
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582$0$0$0$753,979$0$0$0$0$0$0
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA01536043430674$0$0$0$7,960,250$0$0$0$0$0$0
TUFTS SHARED SERVICES INC
171 HARRISON AVENUEBOSTONMA02111237000827$0$0$0$25,852,185$0$0$0$0$0$0
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITY BRANCHMEDFORDMA02155043419100$0$0$0$3,176,393$0$0$0$0$0$0