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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T12:00:29-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF TUFTS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6176273264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| Address Line2 | Attn Tax Dept | AddressLine2 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS S MCGURTY | PersonNm |
| Person Title | VP FIN/TREASURER | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS UNIVERSITY | BusinessNameLine1 |
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY P MONACO | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,813,996,231 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND RESEARCH | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 11704 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$916,357 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,962,114 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $209,152,025 | PYContributionsGrantsAmt |
| CY Contributions Grants | $242,625,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $580,552,383 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $606,674,601 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105,499,303 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,604,659 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,263,051 | PYOtherRevenueAmt |
| CY Other Revenue | $2,861,377 | CYOtherRevenueAmt |
| PY Total Revenue | $898,466,762 | PYTotalRevenueAmt |
| CY Total Revenue | $965,765,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,739,951 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $138,191,135 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $455,200,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $462,076,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,184,109 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,354,575 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,093,293 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $279,824,276 | PYOtherExpensesAmt |
| CY Other Expenses | $296,025,837 | CYOtherExpensesAmt |
| PY Total Expenses | $867,948,687 | PYTotalExpensesAmt |
| CY Total Expenses | $897,648,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,518,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $68,117,696 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,981,550,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,160,314,114 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $904,899,345 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $892,303,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,076,651,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,268,010,196 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $457,200,491 | ExpenseAmt |
| Grant | $122,712,789 | GrantAmt |
| Revenue | $450,950,708 | RevenueAmt |
| Desc | INSTRUCTION - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $275,758,485 | ExpenseAmt |
| Grant | $15,478,346 | GrantAmt |
| Revenue | $97,966,409 | RevenueAmt |
| Desc | RESEARCH -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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,163,518 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $55,877,439 | RevenueAmt |
| Desc | AUXILLIARY 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $790,122,494 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2189 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11704 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas S McGurty VP FinTreasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176273264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY P MONACO | ||||||||||
| PRESIDENT & TRUSTEE | 50.00 | 1.00 | Yes (X) | Yes (X) | $727,453 | $0 | $118,237 | |||
| JAMES A STERN | ||||||||||
| CHAIRMAN - END DATE 11/02/13 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN M TISCH | ||||||||||
| TRUSTEE - VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| PETER R DOLAN | ||||||||||
| CHAIRMAN - START DATE 11/02/13 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R O'REILLY JR | ||||||||||
| TRUSTEE - VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| ALFRED I TAUBER | ||||||||||
| TRUSTEE - END DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ALISON M BREED | ||||||||||
| TRUSTEE - END DATE 12/17/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANDREW LIVERIS | ||||||||||
| TRUSTEE - END DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANDREW SAFRAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANTHONY D CORTESE | ||||||||||
| TRUSTEE - END DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BETSY BUSCH | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRIAN H KAVOOGIAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRUCE D GROSSMAN | ||||||||||
| TRUSTEE - START DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DANIEL J DOHERTY III | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID B RONE | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DEBORAH R JOSPIN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DEBRA S KNEZ | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DIANE HESSAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ELIZABETH COCHARY GROSS | ||||||||||
| TRUSTEE - START DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ELLEN J KULLMAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ELYSE A NEWHOUSE | ||||||||||
| TRUSTEE - START DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| GLORIA WHITE-HAMMOND | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| HUGH R ROOME III | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| IOANNIS MIAOULIS | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES J WONG | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JANIS SAVIN-WILLIAMS | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEANNIE H DIEFENDERFER | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFREY B KINDLER | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFREY M MOSLOW | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN H DEJONG | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN J BELLO | ||||||||||
| TRUSTEE - START DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KAREN M PRITZKER | ||||||||||
| TRUSTEE - END DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHLEEN A MCCARTNEY | ||||||||||
| TRUSTEE - END DATE 11/02/13 | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHLEEN O'LOUGHLIN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| LAURIE A GABRIEL | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MICHAEL S GORDAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| NEAL B SHAPIRO | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT R BENDETSON | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| SETH I MERRIN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| STEVEN A GOLDSTEIN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| STEVEN M GALBRAITH | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| TERI COLEMAN VOLPERT | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS M ALPERIN | ||||||||||
| CHARTER TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| TINA SURH | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| VARNEY J HINTLIAN | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID J KAHLE | ||||||||||
| VP & CHIEF INFORMATION OFFICER | 40.00 | Yes (X) | $293,038 | $0 | $64,412 | |||||
| DAVID R HARRIS | ||||||||||
| PROVOST & SR VP | 40.00 | Yes (X) | $498,570 | $0 | $77,166 | |||||
| ERIC C JOHNSON | ||||||||||
| VP UNIVERSITY ADVANCEMENT | 40.00 | Yes (X) | $330,988 | $0 | $67,382 | |||||
| GEORGE A HIBBARD | ||||||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $150,353 | $0 | $16,874 | |||||
| LINDA E CATALDO | ||||||||||
| VP HUMAN RESOURCES (INTERIM) FROM 7/01/13-4/30/14 | 40.00 | Yes (X) | $124,021 | $0 | $31,402 | |||||
| LINDA L SNYDER | ||||||||||
| VP OPERATIONS | 40.00 | 2.00 | Yes (X) | $262,733 | $0 | $33,393 | ||||
| MARTHA L POKRAS | ||||||||||
| VP HUMAN RESOURCES (INTERIM) START DATE 4/30/14 | 40.00 | Yes (X) | $203,211 | $0 | $33,694 | |||||
| MARY R JEKA | ||||||||||
| SR VP, UNIVERSITY RELATIONS | 40.00 | Yes (X) | $343,549 | $0 | $54,157 | |||||
| MICHAEL A BAENEN | ||||||||||
| CHIEF OF STAFF | 40.00 | Yes (X) | $152,178 | $0 | $29,801 | |||||
| PATRICIA L CAMPBELL | ||||||||||
| EXECUTIVE VP | 40.00 | Yes (X) | $476,616 | $0 | $59,368 | |||||
| PAUL J TRINGALE | ||||||||||
| SECRETARY OF THE CORPORATION | 40.00 | Yes (X) | $124,594 | $0 | $19,974 | |||||
| THOMAS S MCGURTY | ||||||||||
| VP FINANCE & TREASURER | 40.00 | 3.00 | Yes (X) | $337,414 | $0 | $64,714 | ||||
| DEBORAH T KOCHEVAR | ||||||||||
| DEAN CUMMINGS SCHOOL | 40.00 | 1.00 | $251,773 | $0 | $56,766 | Yes (X) | ||||
| HARRIS A BERMAN | ||||||||||
| DEAN MEDICAL SCHOOL | 40.00 | $442,576 | $0 | $51,913 | Yes (X) | |||||
| HUW THOMAS | ||||||||||
| DEAN DENTAL SCHOOL | 40.00 | $386,727 | $0 | $45,237 | Yes (X) | |||||
| JOANNE E BERGER-SWEENEY | ||||||||||
| DEAN ARTS & SCIENCES | 40.00 | $305,369 | $0 | $66,813 | Yes (X) | |||||
| LINDA M ABRIOLA | ||||||||||
| DEAN ENGINEERING | 40.00 | $291,742 | $0 | $57,856 | Yes (X) | |||||
| NAOMI ROSENBERG | ||||||||||
| DEAN SACKLER SCHOOL | 40.00 | $254,247 | $0 | $50,242 | Yes (X) | |||||
| CATHERINE HAYES | ||||||||||
| PROFESSOR & CHAIR | 40.00 | $587,500 | $0 | $0 | Yes (X) | |||||
| MARIA PAPAGEORGE | ||||||||||
| PROFESSOR & CHAIR | 40.00 | $529,982 | $0 | $51,706 | Yes (X) | |||||
| NAUSHIRWAN MEHTA | ||||||||||
| PROFESSOR & ASSOC. DEAN | 40.00 | $389,237 | $0 | $55,514 | Yes (X) | |||||
| RENEE R NADLER | ||||||||||
| DIRECTOR OF INVESTMENTS | 40.00 | 1.00 | $437,632 | $0 | $182,239 | Yes (X) | ||||
| SALLY DUNGAN | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 1.00 | $656,035 | $0 | $299,371 | Yes (X) | ||||
| KATHLEEN CRONIN | ||||||||||
| VP HUMAN RESOURCES - END DATE 6/30/13 | 40.00 | $275,696 | $0 | $25,190 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,833,235 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,613,421 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLUMBIA CONSTRUCTION CO | |||||
| 100 RIVERPARK DRIVE | NORTH READING | MA | 01864 | CONSTRUCTION | $17,326,464 |
| DTZ INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 606774000 | CLEANING | $10,696,153 |
| TISHMAN CONSTRUCTION CORP OF MASS | |||||
| 66 LONG WHARF 2ND FL | BOSTON | MA | 02110 | CONSTRUCTION | $7,449,112 |
| COMMODORE BUILDERS | |||||
| 80 BRIDGE STREET | NEWTON | MA | 02458 | CONSTRUCTION | $5,623,525 |
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DRIVE | HERMITAGE | TN | 37076 | CONSULTING | $5,147,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 170 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $137,439,458 | GovernmentGrantsAmt |
| All Other Contributions | $105,185,758 | AllOtherContributionsAmt |
| Noncash Contributions | $11,602,170 | NoncashContributionsAmt |
| Total Contributions | $242,625,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INSTRUCTION | 900099 | $450,950,708 | $450,950,708 | |
| CLINICAL AND OTHER EDUCATION | 541900 | $99,668,917 | $97,966,409 | $1,702,508 |
| AUXILLIARY ENTERPRISES | 900099 | $56,054,976 | $55,877,439 | $177,537 |
| $0 | ||||
| $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $606,674,601 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,113,459 | TotalRevenueColumnAmt |
| Exclusion | $20,113,459 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,578,539 | TotalRevenueColumnAmt |
| Exclusion | $2,578,539 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,387,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,104,962 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $282,838 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,838 | TotalRevenueColumnAmt |
| Exclusion | $282,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $939,616,616 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $846,125,416 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,491,200 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,491,200 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,796,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,287,602 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt |
|---|
| $0 |
| $0 |
| $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $965,765,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $604,794,556 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$916,357 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,262,438 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,635,865 | TotalAmt |
| Program Services | $11,635,865 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,162,859 | TotalAmt |
| Program Services | $121,162,859 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392,411 | TotalAmt |
| Program Services | $5,392,411 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,214,378 | TotalAmt |
| Program Services | $2,447,184 | ProgramServicesAmt |
| Management And General | $4,188,831 | ManagementAndGeneralAmt |
| Fundraising | $578,363 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,963 | TotalAmt |
| Program Services | $93,070 | ProgramServicesAmt |
| Fundraising | $196,893 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,851,075 | TotalAmt |
| Program Services | $314,273,190 | ProgramServicesAmt |
| Management And General | $41,387,110 | ManagementAndGeneralAmt |
| Fundraising | $11,190,775 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,007,788 | TotalAmt |
| Program Services | $21,751,406 | ProgramServicesAmt |
| Management And General | $3,375,536 | ManagementAndGeneralAmt |
| Fundraising | $880,846 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,394,674 | TotalAmt |
| Program Services | $33,055,107 | ProgramServicesAmt |
| Management And General | $4,741,807 | ManagementAndGeneralAmt |
| Fundraising | $1,597,760 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,318,732 | TotalAmt |
| Program Services | $18,427,970 | ProgramServicesAmt |
| Management And General | $3,113,834 | ManagementAndGeneralAmt |
| Fundraising | $776,928 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,754,908 | TotalAmt |
| Program Services | $4,441,241 | ProgramServicesAmt |
| Management And General | $1,313,667 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,706 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $440,706 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,367 | TotalAmt |
| Management And General | $508,367 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,575 | TotalAmt |
| Fundraising | $1,354,575 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,350 | TotalAmt |
| Program Services | $24,429 | ProgramServicesAmt |
| Management And General | $1,336,921 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,496,214 | TotalAmt |
| Program Services | $36,008,151 | ProgramServicesAmt |
| Management And General | $11,386,853 | ManagementAndGeneralAmt |
| Fundraising | $101,210 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,068 | TotalAmt |
| Fundraising | $15,068 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,722,410 | TotalAmt |
| Program Services | $58,293,782 | ProgramServicesAmt |
| Management And General | $6,406,555 | ManagementAndGeneralAmt |
| Fundraising | $2,022,073 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,601,340 | TotalAmt |
| Program Services | $5,423,499 | ProgramServicesAmt |
| Management And General | $3,018,284 | ManagementAndGeneralAmt |
| Fundraising | $159,557 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,214 | TotalAmt |
| Program Services | $1,432,214 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,815,083 | TotalAmt |
| Program Services | $35,739,409 | ProgramServicesAmt |
| Management And General | $1,075,674 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,922,641 | TotalAmt |
| Program Services | $12,369,222 | ProgramServicesAmt |
| Management And General | $2,072,748 | ManagementAndGeneralAmt |
| Fundraising | $480,671 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,302,261 | TotalAmt |
| Program Services | $3,833,421 | ProgramServicesAmt |
| Management And General | $891,951 | ManagementAndGeneralAmt |
| Fundraising | $576,889 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,126,401 | TotalAmt |
| Program Services | $26,333,813 | ProgramServicesAmt |
| Management And General | $792,588 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,194,639 | TotalAmt |
| Program Services | $43,874,128 | ProgramServicesAmt |
| Management And General | $1,320,511 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,447 | TotalAmt |
| Program Services | $1,580,047 | ProgramServicesAmt |
| Management And General | $22,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,648,157 | TotalAmt |
| Program Services | $790,122,494 | ProgramServicesAmt |
| Management And General | $87,432,370 | ManagementAndGeneralAmt |
| Fundraising | $20,093,293 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,552,250 | BOYAmt |
| EOY | $51,039,544 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,855,321 | BOYAmt |
| EOY | $50,324,606 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,780,260 | BOYAmt |
| EOY | $13,317,614 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,674,167 | BOYAmt |
| EOY | $54,003,601 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,838 | BOYAmt |
| EOY | $453,819 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625,053 | BOYAmt |
| EOY | $6,257,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,424,759,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $610,242,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,221,390 | BOYAmt |
| EOY | $814,517,007 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,695,412 | BOYAmt |
| EOY | $367,644,728 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,903,522 | BOYAmt |
| EOY | $1,665,862,677 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,505,338 | BOYAmt |
| EOY | $24,148,166 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,290,812 | BOYAmt |
| EOY | $112,744,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,550,363 | BOYAmt |
| EOY | $3,160,314,114 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,521,988 | BOYAmt |
| EOY | $132,268,661 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,160,202 | BOYAmt |
| EOY | $49,194,977 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,794,290 | BOYAmt |
| EOY | $624,335,075 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,495,552 | BOYAmt |
| EOY | $2,867,567 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,927,313 | BOYAmt |
| EOY | $83,637,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,899,345 | BOYAmt |
| EOY | $892,303,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,194,260 | BOYAmt |
| EOY | $1,202,484,880 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,846,458 | BOYAmt |
| EOY | $496,780,212 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,610,300 | BOYAmt |
| EOY | $568,745,104 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,076,651,018 | BOYAmt |
| EOY | $2,268,010,196 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,550,363 | BOYAmt |
| EOY | $3,160,314,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $68,117,696 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $119,344,385 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,897,097 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,068,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,685,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,879,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,152,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,625,216 | CurrentTaxYearAmt |
| Total | $1,109,410,561 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,068,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,685,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,879,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,152,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,625,216 | CurrentTaxYearAmt |
| Total | $1,109,410,561 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,109,410,561 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,442,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,121,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,639,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,640,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,079,798 | CurrentTaxYearAmt |
| Total | $111,923,413 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,221,333,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,781,852,940 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90840 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $508,367 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $508,367 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $508,367 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $508,367 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $877,046,497 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $916,034,320 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $877,554,864 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $916,542,687 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $328,735 | CurrentYearMinus3Amt |
| Current Year Minus2 | $402,965 | CurrentYearMinus2Amt |
| Current Year Minus1 | $450,418 | CurrentYearMinus1Amt |
| Current Year | $508,367 | CurrentYearAmt |
| Total | $1,690,485 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $10,755 | RevenuesIncludedAmt |
| Assets Included | $7,300,273 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,472,355,250 | BeginningYearBalanceAmt |
| Contributions | $27,445,392 | ContributionsAmt |
| Investment Earnings Or Losses | $210,364,325 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,828,045 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,993,513 | OtherExpendituresAmt |
| Administrative Expenses | $5,286,829 | AdministrativeExpensesAmt |
| End Year Balance | $1,625,056,580 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,386,696,958 | BeginningYearBalanceAmt |
| Contributions | $11,124,069 | ContributionsAmt |
| Investment Earnings Or Losses | $159,776,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,256,087 | GrantsOrScholarshipsAmt |
| Other Expenditures | $63,959,588 | OtherExpendituresAmt |
| Administrative Expenses | $5,026,265 | AdministrativeExpensesAmt |
| End Year Balance | $1,472,355,250 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,445,680,252 | BeginningYearBalanceAmt |
| Contributions | $8,004,599 | ContributionsAmt |
| Investment Earnings Or Losses | $8,206,782 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,978,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $56,013,800 | OtherExpendituresAmt |
| Administrative Expenses | $4,202,629 | AdministrativeExpensesAmt |
| End Year Balance | $1,386,696,958 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,252,970,860 | BeginningYearBalanceAmt |
| Contributions | $24,333,842 | ContributionsAmt |
| Investment Earnings Or Losses | $227,385,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,794,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,266,184 | OtherExpendituresAmt |
| Administrative Expenses | $3,949,926 | AdministrativeExpensesAmt |
| End Year Balance | $1,445,680,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,142,107,003 | BeginningYearBalanceAmt |
| Contributions | $18,523,742 | ContributionsAmt |
| Investment Earnings Or Losses | $134,334,800 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,965,044 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,027,541 | OtherExpendituresAmt |
| Administrative Expenses | $3,002,100 | AdministrativeExpensesAmt |
| End Year Balance | $1,252,970,860 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,404,073 | OtherCostOrOtherBasisAmt |
| Book Value | $45,404,073 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,194,389,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $507,436,421 | DepreciationAmt |
| Book Value | $686,953,129 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,966,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,806,412 | DepreciationAmt |
| Book Value | $82,159,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $814,517,007 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $615,974,611 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER INVESTMENTS | $15,935,672 | F |
| COMMON TRUST EQUITY INDEX FUNDS | $420,824,832 | F |
| PRIVATE EQUITIES | $332,313,713 | F |
| REAL ESTATE | $178,635,961 | F |
| FUNDS HELD UNDER BOND AGREEMENTS | $5,559 | F |
| UNSETTLED INVESTMENTS | $6,360,453 | F |
| NATURAL RESOURCES | $95,811,876 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,665,862,677 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNFUNDED STATUS OF POST RETIREMENT PLAN | $34,000 |
| INTEREST RATE AGREEMENTS | $56,248,924 |
| GOVERNMENT ADVANCES | $27,354,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,637,638 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $983,872,630 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $119,344,384 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$101,499,832 | OtherRevenueAmt |
| Revenue Not Reported | $17,844,552 | RevenueNotReportedAmt |
| Revenue Subtotal | $966,028,078 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$262,225 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$262,225 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $965,765,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $792,513,454 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,359,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,359,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $775,153,717 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $122,494,440 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $122,494,440 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $897,648,157 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4, Collections of art - description of collections | THE 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 agreement | TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. |
| Schedule D, Part V, Line 4, Intended uses of endowment funds | THE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES. |
| SCHEDULE D, PART X, LINE 1, FIN 48 FOOTNOTE | TUFTS UNIVERSITY FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN48. |
| SCHEDULE D, PART XI, FINANCIAL STATEMENTS | THE 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 990 | CONSOLIDATED 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 statements | INTERDEPARTMENTAL 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 990 | INTERDEPARTMENTAL 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 statements | CONSOLIDATED ENTITIES EXPENSES - 2600068; TUITION DISCOUNT - XXX-XX-XXXX; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2104962; |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3, Racially nondiscriminatory policy | AS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS." |
| Schedule E, Part I, Line 6a, Financial aid or assistance from a governmental agency | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 5 | 5 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | $4,123,400 |
| EAST ASIA AND THE PACIFIC | 3 | 2 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | $438,196 |
| SOUTH AMERICA | 1 | 1 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | $518,284 |
| SUB-SAHARAN AFRICA | 1 | 2 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | $310,846 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $2,500 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $443,441 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTMAKING | $731,546 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $65,240 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | GRANTMAKING | $54,762 | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | $16,162 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $105,869 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $641,448 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $3,331,442 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $456,261,000 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | $31,127,000 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | INVESTMENTS | $12,690,000 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | $5,981,000 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $61,261 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $219,201 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $499,239 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $101,845 |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $58,351 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $8,102 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $60,462 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $47,385 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | $254,830 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | $10,276 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | FUNDRAISING | $5,229 | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | FUNDRAISING | $430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Spent | $518,168,747 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (48 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $196,633 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $121,597 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $23,893 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | $33,660 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $63,165 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | $101,015 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACT RESEARCH GRANT | $10,601 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $5,215 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $83,348 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $113,400 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $24,749 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $145,607 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $181,728 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $40,703 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | $97,172 | WIRE |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| SOUTH ASIA | SCHOLARSHIPS | $18,000 | WIRE |
| SOUTH ASIA | STUDENT STIPENDS | $13,500 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $11,204 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $17,319 | CHECK |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $59,359 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $93,481 | CHECK |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $26,395 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $29,000 | WIRE |
| NORTH AMERICA (CANADA & MEXICO ONLY) | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $72,825 | CHECK |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $103,366 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $107,229 | WIRE |
| SUB-SAHARAN AFRICA | SCHOLARSHIPS | $19,252 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $866,128 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $28,280 | WIRE |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | $51,590 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $9,539 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $196,605 | WIRE |
| SOUTH ASIA | STUDENT PRIZES | $25,000 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $50,290 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACT RESEARCH GRANT | $10,686 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $90,073 | WIRE |
| EAST ASIA AND THE PACIFIC | STUDENT PRIZES | $7,500 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $89,839 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | $20,694 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $91,491 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | $170,309 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $50,000 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | $21,041 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (23 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIPS | EAST ASIA AND THE PACIFIC | 3 | $16,969 | CHECK |
| FELLOWSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | $10,000 | CHECK |
| FELLOWSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | $2,800 | WIRE |
| INT'L PROGRAM ADVANCES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | $25,083 | ELECTRONIC FUNDS TRANSFER |
| INT'L PROGRAM ADVANCES | SUB-SAHARAN AFRICA | 7 | $643,892 | WIRE |
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $2,500 | CHECK |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 9 | $80,209 | CHECK |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 12 | $83,306 | CHECK |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 3 | $43,256 | CHECK |
| SCHOLARSHIPS | NORTH AMERICA (CANADA & MEXICO ONLY) | 1 | $3,500 | CHECK |
| SCHOLARSHIPS | RUSSIA AND NEIGHBORING STATES | 1 | $16,162 | CHECK |
| SCHOLARSHIPS | SOUTH AMERICA | 1 | $1,779 | CHECK |
| SCHOLARSHIPS | SOUTH ASIA | 15 | $174,869 | CHECK |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 21 | $272,500 | CHECK |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 1 | $1,744 | WIRE |
| STUDENT PRIZES | EAST ASIA AND THE PACIFIC | 8 | $3,649 | CHECK |
| STUDENT PRIZES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 2 | $26,821 | CHECK |
| STUDENT PRIZES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | $143 | WIRE |
| STUDENT PRIZES | MIDDLE EAST AND NORTH AFRICA | 1 | $697 | CHECK |
| STUDENT PRIZES | NORTH AMERICA (CANADA & MEXICO ONLY) | 1 | $1,262 | CHECK |
| STUDENT PRIZES | SOUTH ASIA | 1 | $500 | CHECK |
| STUDENT PRIZES | SUB-SAHARAN AFRICA | 3 | $3,057 | CHECK |
| SUBCONTRACT RESEARCH GRANT | SOUTH ASIA | 1 | $127,732 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2, Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO CODY | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | TELEFUND VENDOR | false | $1,564,304 | $409,230 | $1,155,074 |
| MARTS & LUNDY INC | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | STRATEGY CONSULTING | false | $121,973 | -$121,973 | |
| CORE GROUP INC | ||||||||
| 500 W ALGONQUIN RD SUITE B | MOUNT PROSPECT | IL | 60056 | STRATEGY CONSULTING | false | $108,257 | -$108,257 | |
| KUBLERWIRKA INC | ||||||||
| 95 CREST ROAD | WELLESLEY | MA | 02482 | STRATEGY CONSULTING | false | $100,000 | -$100,000 | |
| NEPTUNE WEB | ||||||||
| 48 GROVE STREET | SOMERVILLE | MA | 02144 | ONLINE WEBSITE DEVELOPER | false | $79,143 | -$79,143 | |
| BENTZ WHALEY FLESSNER | ||||||||
| 2461 SOUTH CLARK STREET SUITE 910 | ARLINGTON | VA | 22202 | STRATEGY CONSULTING | false | $41,497 | -$41,497 | |
| KASPICK & COMPANY LLC | ||||||||
| ONE BEACON STREET 8TH FLOOR | BOSTON | MA | 02108 | PLANNED GIVING MANAGEMENT | false | $26,026 | -$26,026 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,564,304 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $886,126 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $678,178 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (85 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACDIVOCA | |||||||
| 50 F STREET NW SUITE 1075 | WASHINGTON | DC | 20001 | 520811461 | 501 (C)(3) | $19,596 | SUBCONTRACT GRANT AWARD |
| CHAD J ANDERSON DMD INC | |||||||
| 9497 N FORT WASHINGTON RD STE 106 | FRESNO | CA | 93730 | 204327389 | FOR PROFIT | $9,000 | SUBCONTRACT GRANT AWARD |
| ANIMAL SHELTER INC | |||||||
| 17 LAURELWOOD RD | STERLING | MA | 01564 | 043236868 | 501 (C)(3) | $26,500 | SUBCONTRACT GRANT AWARD |
| BAYSTATE MEDICAL CENTER | |||||||
| 280 CHESTNUT ST | SPRINGFIELD | MA | 01199 | 042790311 | 501 (C)(3) | $114,690 | SUBCONTRACT GRANT AWARD |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | 501 (C)(3) | $59,311 | SUBCONTRACT GRANT AWARD |
| BOSTON MEDICAL CENTER | |||||||
| 660 HARRISON AVE | BOSTON | MA | 02118 | 043314093 | 501 (C)(3) | $121,183 | SUBCONTRACT GRANT AWARD |
| BOSTON UNIVERSITY | |||||||
| PO BOX 55058 | BOSTON | MA | 02205 | 042103547 | 501 (C)(3) | $646,118 | SUBCONTRACT GRANT AWARD |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | 042103552 | 501 (C)(3) | $40,360 | SUBCONTRACT GRANT AWARD |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| PO BOX 3887 | BOSTON | MA | 02241 | 042312909 | 501 (C)(3) | $206,664 | SUBCONTRACT GRANT AWARD |
| BROWN UNIVERSITY | |||||||
| PO BOX 1911 | PROVIDENCE | RI | 02912 | 050258809 | 501 (C)(3) | $19,544 | SUBCONTRACT GRANT AWARD |
| BUNKER HILL COMMUNITY COLLEGE | |||||||
| 250 NEW RUTHERFORD AVE | BOSTON | MA | 02129 | 046002284 | 501 (C)(3) | $13,105 | SUBCONTRACT GRANT AWARD |
| CAST INC | |||||||
| 40 HARVARD MILLS SQUARE STE 3 | WAKEFIELD | MA | 01880 | 222746879 | 501 (C)(3) | $15,750 | SUBCONTRACT GRANT AWARD |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 042774441 | 501 (C)(3) | $168,477 | SUBCONTRACT GRANT AWARD |
| CHINESE PROGRESSIVE ASSOCIATION INC | |||||||
| 28 ASH ST | BOSTON | MA | 02111 | 042631569 | 501 (C)(3) | $55,000 | SUBCONTRACT GRANT AWARD |
| TRUSTEES COLUMBIA UNIVERSITY | |||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | 501 (C)(3) | $860,220 | SUBCONTRACT GRANT AWARD |
| COMMUNITY TEAMWORK INC | |||||||
| 155 MERRIMACK ST | LOWELL | MA | 01852 | 042382027 | 501 (C)(3) | $130,503 | SUBCONTRACT GRANT AWARD |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | 042263040 | 501 (C)(3) | $15,232 | SUBCONTRACT GRANT AWARD |
| DARTMOUTH COLLEGE | |||||||
| 11 ROPE FERRY RD 6210 | HANOVER | NH | 03755 | 020222111 | 501 (C)(3) | $113,250 | SUBCONTRACT GRANT AWARD |
| DELOITTE CONSULTING LLP | |||||||
| PO BOX 7247-6447 | PHILADELPHIA | PA | 19170 | 061454513 | FOR PROFIT | $162,789 | SUBCONTRACT GRANT AWARD |
| DEVELOPMENT ALTERNATIVES INC | |||||||
| 7600 WISCONSIN AVE STE 200 | BETHESDA | MD | 20814 | 520904808 | FOR PROFIT | $8,015 | SUBCONTRACT GRANT AWARD |
| DUKE UNIVERSITY | |||||||
| PO BOX 602651 | CHARLOTTE | NC | 28260 | 560532129 | 501 (C)(3) | $303,242 | SUBCONTRACT GRANT AWARD |
| EMORY UNIVERSITY | |||||||
| PO BOX 935084 | ATLANTA | GA | 31193 | 580566256 | 501 (C)(3) | $18,969 | SUBCONTRACT GRANT AWARD |
| ENTERIS BIOPHARMA | |||||||
| 83 FULTON ST | BOONTON | NJ | 07005 | 462487187 | FOR PROFIT | $110,000 | SUBCONTRACT GRANT AWARD |
| FAMILY HEALTH INTERNATIONAL | |||||||
| 1825 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | 237413005 | 501 (C)(3) | $42,232 | SUBCONTRACT GRANT AWARD |
| FOX CHASE CANCER CENTER | |||||||
| 604 COTTMAN AVE | CHELTENHAM | PA | 19012 | 232003072 | 501 (C)(3) | $211,061 | SUBCONTRACT GRANT AWARD |
| GLOBAL FOOD & NUTRITION INC | |||||||
| 1300 L ST NW 920 | WASHINGTON | DC | 20005 | 521931539 | FOR PROFIT | $275,670 | SUBCONTRACT GRANT AWARD |
| HEDDAMARIE U T HART | |||||||
| 7150 N DURANGO DR STE 106 | LAS VEGAS | NV | 89149 | 421716950 | FOR PROFIT | $9,000 | SUBCONTRACT GRANT AWARD |
| HARVARD UNIVERSITY | |||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | 501 (C)(3) | $215,308 | SUBCONTRACT GRANT AWARD |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 351019477 | 501 (C)(3) | $50,136 | SUBCONTRACT GRANT AWARD |
| INCRE | |||||||
| 366 MASSACHUSETTS AVE | ARLINGTON | MA | 02474 | 043108268 | 501 (C)(3) | $152,077 | SUBCONTRACT GRANT AWARD |
| INNOVATIONS FOR POVERTY ACTION | |||||||
| 101 WHITNEY AVE | NEW HAVEN | CT | 06510 | 061660068 | 501 (C)(3) | $6,481 | SUBCONTRACT GRANT AWARD |
| INTERNATIONAL NUTRITION FOUNDATION | |||||||
| 150 HARRISON AVE RM 232 | BOSTON | MA | 02111 | 042761215 | 501 (C)(3) | $176,691 | SUBCONTRACT GRANT AWARD |
| INTL CTR INNOVATIONS CIVIC PARTICIPATION | |||||||
| 1776 MASSACHUSETTS AVE NW STE 201 | WASHINGTON | DC | 20036 | 522316790 | 501 (C)(3) | $80,000 | SUBCONTRACT GRANT AWARD |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 12529 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 520595110 | 501 (C)(3) | $720,756 | SUBCONTRACT GRANT AWARD |
| LEHIGH UNIVERSITY | |||||||
| 526 BROADHEAD AVE | BETHLEHEM | PA | 18015 | 240795445 | 501 (C)(3) | $57,813 | SUBCONTRACT GRANT AWARD |
| MARINE BIOLOGICAL LABORATORY | |||||||
| PO BOX 3218 | BOSTON | MA | 02241 | 042104690 | 501 (C)(3) | $24,269 | SUBCONTRACT GRANT AWARD |
| MASS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | 042103591 | 501 (C)(3) | $110,266 | SUBCONTRACT GRANT AWARD |
| MASS GENERAL HOSPITAL | |||||||
| PO BOX 3829 | BOSTON | MA | 02241 | 042697983 | 501 (C)(3) | $273,008 | SUBCONTRACT GRANT AWARD |
| MASS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501 (C)(3) | $183,284 | SUBCONTRACT GRANT AWARD |
| THE MIRIAM HOSPITAL | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258905 | 501 (C)(3) | $81,346 | SUBCONTRACT GRANT AWARD |
| MONTANA STATE UNIVERSITY | |||||||
| PO BOX 172470 | BOZEMAN | MT | 59717 | 816010045 | 501 (C)(3) | $15,722 | SUBCONTRACT GRANT AWARD |
| NAIDU ORTHODONTICS | |||||||
| 18503 PINES BLVD 304 | PEMBROKE PINES | FL | 33029 | 204196534 | FOR PROFIT | $9,000 | SUBCONTRACT GRANT AWARD |
| NOBIS ENGINEERING INC | |||||||
| 18 CHENELL DRIVE | CONCORD | NH | 03301 | 020433409 | FOR PROFIT | $8,652 | SUBCONTRACT GRANT AWARD |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501 (C)(3) | $76,678 | SUBCONTRACT GRANT AWARD |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST RM G-547 | EVANSTON | IL | 60208 | 362167817 | 501 (C)(3) | $120,242 | SUBCONTRACT GRANT AWARD |
| PARLANCE CORP | |||||||
| 400 W CUMMINGS PK STE 200 | WOBURN | MA | 01801 | 043334185 | FOR PROFIT | $39,600 | SUBCONTRACT GRANT AWARD |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 227 W BEAVER AVE SUITE 401 | STATE COLLEGE | PA | 16801 | 246000376 | 501 (C)(3) | $24,328 | SUBCONTRACT GRANT AWARD |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | 042321292 | 501 (C)(3) | $8,883 | SUBCONTRACT GRANT AWARD |
| PURDUE UNIVERSITY | |||||||
| 23510 NETWORK PL | CHICAGO | IL | 60673 | 356002041 | 501 (C)(3) | $167,807 | SUBCONTRACT GRANT AWARD |
| RAND CORPORATION | |||||||
| PO BOX 2138 | SANTA MONICA | CA | 90407 | 951958142 | 501 (C)(3) | $28,027 | SUBCONTRACT GRANT AWARD |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| 110 8TH ST | TROY | NY | 12180 | 141340095 | 501 (C)(3) | $43,416 | SUBCONTRACT GRANT AWARD |
| RHODE ISLAND HOSPITAL | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258954 | 501 (C)(3) | $20,569 | SUBCONTRACT GRANT AWARD |
| ROCKWELL COLLINS INC & SUBSIDIARIES | |||||||
| PO BOX 360772 | PITTSBURGH | PA | 15251 | 522314475 | FOR PROFIT | $29,924 | SUBCONTRACT GRANT AWARD |
| RUTGERS THE STATE UNIVERSITY OF NJ | |||||||
| 3 RUTGERS PLAZA | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501 (C)(3) | $45,097 | SUBCONTRACT GRANT AWARD |
| SAN JOSE STATE UNIVERSITY | |||||||
| 210 N FOURTH ST | SAN JOSE | CA | 95112 | 946017638 | 501 (C)(3) | $19,583 | SUBCONTRACT GRANT AWARD |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | 330435954 | 501 (C)(3) | $114,360 | SUBCONTRACT GRANT AWARD |
| NADERA SHALHOUB-KEVORKIAN | |||||||
| 5945 YARMOUTH AVE | ENCINO | CA | 91396 | 050646617 | FOR PROFIT | $20,000 | SUBCONTRACT GRANT AWARD |
| SHARED TECHNOLOGIES FAIRCHILD | |||||||
| PO BOX 4869 | HOUSTON | TX | 77210 | 521192851 | FOR PROFIT | $296,056 | SUBCONTRACT GRANT AWARD |
| SOMERVILLE TRANS EQUITY PARTNERSHIP INC | |||||||
| 51 MT VERNON STREET | SOMERVILLE | MA | 02145 | 201875025 | 501 (C)(3) | $20,000 | SUBCONTRACT GRANT AWARD |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| PO BOX 3903 | BOSTON | MA | 02241 | 042551124 | 501 (C)(3) | $6,770 | SUBCONTRACT GRANT AWARD |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501 (C)(3) | $327,552 | SUBCONTRACT GRANT AWARD |
| SYNAPTIC RESEARCH LLC | |||||||
| 1448 SOUTH ROLLING ROAD | BALTIMORE | MD | 21227 | 205487221 | FOR PROFIT | $230,310 | SUBCONTRACT GRANT AWARD |
| TBMS | |||||||
| 1600 BOSTON-PROVIDENCE HWY | WALPOLE | MA | 02081 | 593828470 | FOR PROFIT | $34,200 | SUBCONTRACT GRANT AWARD |
| TECHNICAL EDUCATION RESEARCH CENTER INC | |||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | 046134355 | 501 (C)(3) | $151,151 | SUBCONTRACT GRANT AWARD |
| TEXAS A&M UNIVERSITY | |||||||
| 400 HARVEY MITCHELL PKWY S STE 300 | COLLEGE STATION | TX | 77845 | 746000531 | 501 (C)(3) | $37,291 | SUBCONTRACT GRANT AWARD |
| TOUCHSTONE FARM | |||||||
| 13 PONY FARM LANE | TEMPLE | NH | 03084 | 020436529 | 501 (C)(3) | $13,874 | SUBCONTRACT GRANT AWARD |
| TRUSTES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | 501 (C)(3) | $6,372 | SUBCONTRACT GRANT AWARD |
| TUFTS MEDICAL CENTER | |||||||
| 750 WASHINGTON ST | BOSTON | MA | 02111 | 043400617 | 501 (C)(3) | $2,352,686 | SUBCONTRACT GRANT AWARD |
| TUSKEGEE UNIVERSITY | |||||||
| 1200 W MONTGOMERY RD | TUSKEGEE INST | AL | 36088 | 630288878 | 501 (C)(3) | $37,747 | SUBCONTRACT GRANT AWARD |
| UMDC DIAGNOSTIC CLINIC | |||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | 592695890 | 501 (C)(3) | $162,612 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 113001 | GAINESVILLE | FL | 32611 | 596002052 | 501 (C)(3) | $6,516 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF GEORGIA | |||||||
| 147 CEDAR STREET | ATHENS | GA | 30602 | 586001998 | 501 (C)(3) | $68,000 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 20787 | SPRINGFIELD | IL | 62708 | 376000511 | 501 (C)(3) | $126,004 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MARYLAND | |||||||
| PO BOX 41428 | BALTIMORE | MD | 21203 | 526002033 | 501 (C)(3) | $19,602 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | 501 (C)(3) | $164,325 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NEBRASKA | |||||||
| 312 N 14TH ST ALEXANDER WEST BLDG | LINCOLN | NE | 68588 | 470049123 | 501 (C)(3) | $9,025 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NORTHERN IOWA | |||||||
| 1227 WEST 27TH STREET | CEDAR FALLS | IA | 50614 | 426004333 | 501 (C)(3) | $39,945 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3710 MCCLINTOCK AVENUE | LOS ANGELES | CA | 90089 | 951642394 | 501 (C)(3) | $11,173 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF TENNESSEE | |||||||
| 210 STUDENT SERVICES BUILDING | KNOXVILLE | TN | 37996 | 626001636 | 501 (C)(3) | $92,785 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF WASHINGTON | |||||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | 916001537 | 501 (C)(3) | $246,506 | SUBCONTRACT GRANT AWARD |
| ANCY VERDIER | |||||||
| 384 MONTAUK HWY STE 4 | WAINSCOTT | NY | 11975 | 640952279 | FOR PROFIT | $9,000 | SUBCONTRACT GRANT AWARD |
| VIJU INC | |||||||
| 1 GATEHALL DRIVE STE P6 | PARSIPPANY | NJ | 07054 | 202788939 | FOR PROFIT | $20,000 | SUBCONTRACT GRANT AWARD |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 63112 | 430653611 | 501 (C)(3) | $264,769 | SUBCONTRACT GRANT AWARD |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 575 LEXINGTON AVE 9TH FL | NEW YORK | NY | 10022 | 131623978 | 501 (C)(3) | $104,389 | SUBCONTRACT GRANT AWARD |
| YESHIVA UNIVERSITY | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | 131624225 | 501 (C)(3) | $60,508 | SUBCONTRACT GRANT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 16 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 6148 | $115,030,716 |
| FELLOWSHIPS | 479 | $5,095,335 |
| STUDENT PRIZES | 534 | $605,814 |
| STUDENT STIPENDS | 351 | $430,994 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a, First-class or charter travel | VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 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 companions | THE 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 payments | THE 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 use | AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). |
| Schedule J, Part I, Line 1a, Personal services | THE UNIVERSITY 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 payment | CATHERINE 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 plan | SALLY 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 organization | DR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 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 organization | SALLY 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 payments | SALLY 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA SERIES N | ||||||||
| A | 042456011 | 57586CV36 | 2008-03-27 | $140,600,000 | REFUNDED AUG-04, JAN-06 | false | false | false |
| MHEFA SERIES O | ||||||||
| B | 042456011 | 57586EBG5 | 2008-11-13 | $83,752,144 | CONST & EQUIP FACILITY | false | false | false |
| MHEFA SERIES M | ||||||||
| C | 042456011 | 57586EJT9 | 2009-06-11 | $66,548,467 | REFUNDED MAY-1998 | false | false | false |
| MDFA SERIES P | ||||||||
| D | 043431814 | 57583R7L3 | 2011-02-08 | $50,532,192 | REFUNDED APR-2001 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,134,020 | $0 | $140,600,000 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 | $140,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $1,200,000 | $0 | $83,830,604 | $0 | $0 | $0 | $731,604 | $0 | $0 | $83,099,000 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2010 |
| C | $6,072,849 | $0 | $66,548,467 | $0 | $0 | $0 | $538,881 | $0 | $0 | $0 | $66,009,586 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $10,458 | $0 | $50,532,192 | $0 | $0 | $0 | $532,192 | $0 | $0 | $0 | $50,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00960 | 0.00210 | 0.01170 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02840 | 0.00050 | 0.02890 | false | false | Yes (true) |
| C | 0.00000 | 0.00000 | 0.00000 | |||||||||
| D | 0.00000 | 0.00000 | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AND B | ||||||||||||
| A | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | Yes (true) | false | false | DEUTSCHE BANK AND BANK OF AMERICA | 30.0 | false | Yes (true) |
| (no name) | ||||||||||||
| B | false | Yes (true) | false | false | 0.0 | false | 0.0 | false | Yes (true) | |||
| (no name) | ||||||||||||
| C | false | Yes (true) | false | false | 0.0 | false | 0.0 | false | Yes (true) | |||
| BARCLAYS BNY MELLON | ||||||||||||
| D | false | Yes (true) | Yes (true) | Yes (true) | 25.0 | false | false | false | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part V, ISSUER NAME: MHEFA Series O | FormAndLineReferenceDesc |
| Explanation | ANY 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 DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHARLES RIVER LABORATORIES | |||
| KEY EMPLOYEE IS A BOARD MEMBER | $368,245 | LAB SERVICES | false |
| MARIA GOVE TRINGALE | |||
| SPOUSE OF CURRENT OFFICER | $194,359 | EMPLOYMENT | false |
| MORTON B ROSENBERG | |||
| SPOUSE OF CURRENT KEY EMPLOYEE | $202,619 | EMPLOYMENT | false |
| ADAGE CAPITAL MANAGEMENT | |||
| PARTNER IS SPOUSE OF CURRENT TRUSTEE | $1,311,484 | INVESTMENT MANAGEMENT SERVICES | false |
| MARK A POKRAS | |||
| SPOUSE OF CURRENT OFFICER | $93,588 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,719 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,530 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 205 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,989,783 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,036 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,175 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 9 | $416,839 | MARKET VALUE |
| Yes (X) | GIFT CARD | 1 | $25 | MARKET VALUE |
| Yes (X) | DINNER EVENT | 5 | $13,676 | MARKET VALUE |
| Yes (X) | COMPUTER EQUIPMENT | 2 | $3,503 | MARKET VALUE |
| Yes (X) | PLANE TICKETS | 2 | $12,294 | MARKET VALUE |
| Yes (X) | RENTAL REDUCTION AGREEMENT | 1 | $2,040,000 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, NON-CASH CONTRIBUTIONS | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS | TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. 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-3 | THE 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 persons | THOMAS 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 body | THE 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 policy | THE 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 official | EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR 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 employees | FOR 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 public | TRUSTEES 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 balances | NET 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 exception | THE PRESIDENT AND PROVOST ARE SERVING UNDER THEIR INITIAL CONTRACTS |
| SCHEDULE J, PART II, COLUMN (D), NONTAXABLE BENEFITS | NONTAXABLE 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| TUDC LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043056113 | REAL ESTATE DEVELOPMENT | MA | $0 | $0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS MEDIA LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | CONSUMER PUBLISHING & MEDIA | DE | $4,364,954 | $3,548,480 | TRUSTEES OF TUFTS COLLEGE |
| AZULUNA BRANDS LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | AGRICULTURE | MA | $2,174 | $0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS HEALTH AND WELLNESS SERVICES LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 800754011 | HEALTH AND WELLNESS SERVICES | MA | $0 | $0 | TRUSTEES OF TUFTS COLLEGE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE OMIDYAR-TUFTS MICROFINANCE FUND | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043828582 | RELIEF OF POOR & EDUCATION GRANTS | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| WALNUT HILL PROPERTIES CORP | ||||||||||
| PO BOX 53 TRUSTEES OF TUFTS COLLEGE | MEDFORD | MA | 02153 | 043419100 | REAL ESTATE MANAGEMENT | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS SHARED SERVICES INC | ||||||||||
| 171 HARRISON AVE PO BOX 634 | BOSTON | MA | 02111 | 237000827 | COORDINATE HEALTH & EDUCATIONAL SERVICES | MA | 501(C)(3) | 11 - Type III - FI | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC | ||||||||||
| 200 WESTBOROUGH ROAD | NORTH GRAFTON | MA | 02158 | 043430674 | VETERINARY EMERGENCY TREATMENT & CARE | MA | 501(C)(3) | 9 | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS HEALTH CARE INSTITUTE | ||||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 043289926 | DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALS | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043236078 | VEBA | MA | 501(C)(9) | N/A | TRUSTEES OF TUFTS COLLEGE | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JM HOLDINGS INC | ||||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043184043 | REAL ESTATE DEVELOPMENT | MA | TRUSTEES OF TUFTS COLLEGE | C CORPORATION | -$1,450 | $15,223 | 1 | Yes (true) |
| PERPETUAL TRUSTS - 6 | ||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | TRUST | |||||||||
| CHARITABLE REMAINDER UNITRUSTS - 35 | ||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | TRUST | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WALNUT HILL PROPERTIES CORP | ||
| A | $80,613 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| D | $10,181,465 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| I | $3,169,630 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| K | $1,074,229 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| L | $136,058 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| S | $4,025,485 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| A | $80,481 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| D | $1,190,300 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| L | $735,813 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| S | $309,287 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| L | $124,754 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| Q | $656,246 | FAIR MARKET VALUE |
| TUFTS SHARED SERVICES | ||
| M | $5,690,000 | FAIR MARKET VALUE |
| TUFTS HEALTH CARE INSTITUTE | ||
| M | $150,000 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, COLUMN (A), TRUSTS | FormAndLineReferenceDesc |
| Explanation | THE 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trustees of Tufts College | |||||||||||||||
| 169 Holland StreetAttn Tax Dept | Somerville | MA | 02144 | 042103634 | Yes (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 AVENUE | BOSTON | MA | 02111 | 043289926 | $0 | $0 | $0 | $1,245,016 | $0 | $0 | $0 | $0 | $0 | $0 | |
| THE OMIDYAR-TUFTS MICROFINANCE FUND | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 043828582 | $0 | $0 | $0 | $753,979 | $0 | $0 | $0 | $0 | $0 | $0 | |
| TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC | |||||||||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | 043430674 | $0 | $0 | $0 | $7,960,250 | $0 | $0 | $0 | $0 | $0 | $0 | |
| TUFTS SHARED SERVICES INC | |||||||||||||||
| 171 HARRISON AVENUE | BOSTON | MA | 02111 | 237000827 | $0 | $0 | $0 | $25,852,185 | $0 | $0 | $0 | $0 | $0 | $0 | |
| WALNUT HILL PROPERTIES CORP | |||||||||||||||
| PO BOX 53 TUFTS UNIVERSITY BRANCH | MEDFORD | MA | 02155 | 043419100 | $0 | $0 | $0 | $3,176,393 | $0 | $0 | $0 | $0 | $0 | $0 | |