STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TRUSTEES OF BOSTON UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF BOSTON UNIVERSITY (EIN 04-2103547)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-14
IRS object ID
201411349349307996
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-14T18:48:25-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1125 High StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103547EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF BOSTON UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% GILLIAN EMMONSInCareOfName
Name ControlTRUSNameControl
Phone6173532290Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVENUE 4TH FLAddressLine1
Address Line2SuiteAddressLine2
CityBOSTONCity
StateMAState
ZIP Code022151303ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARTIN J HOWARDName
TitleTREASURERTitle
Phone6173532290Phone
Date Signed2014-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6175305000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT A BROWN PRESIDENTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1ONE SILBER WAYAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2338286213GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitehttp://www.bu.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1869YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE OActivityOrMissionDescription
Nbr Voting Members Governing Body40NbrVotingMembersGoverningBody
Nbr Independent Voting Members37NbrIndependentVotingMembers
Total Nbr Employees25631TotalNbrEmployees
Total Nbr Volunteers1660TotalNbrVolunteers
Total Gross UBI22141576TotalGrossUBI
Contributions Grants Prior Year420933836ContributionsGrantsPriorYear
Contributions Grants Current Year416392754ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1469318894ProgramServiceRevenuePriorYear
Program Service Revenue CY1494966616ProgramServiceRevenueCY
Investment Income Prior Year38572839InvestmentIncomePriorYear
Investment Income Current Year65379241InvestmentIncomeCurrentYear
Other Revenue Prior Year35079042OtherRevenuePriorYear
Other Revenue Current Year43901308OtherRevenueCurrentYear
Total Revenue Prior Year1963904611TotalRevenuePriorYear
Total Revenue Current Year2020639919TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year351372445GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY362921787GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year949059771SalariesEtcPriorYear
Salaries Etc Current Year979527077SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year204283TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY132861TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year22992952TotalFundrsngExpCurrentYear
Other Expense Prior Year529627382OtherExpensePriorYear
Other Expenses Current Year532979624OtherExpensesCurrentYear
Total Expenses Prior Year1830263881TotalExpensesPriorYear
Total Expenses Current Year1875561349TotalExpensesCurrentYear
Revenues Less Expenses Prior Year133640730RevenuesLessExpensesPriorYear
Revenues Less Expenses CY145078570RevenuesLessExpensesCY
Total Assets BOY4329848069TotalAssetsBOY
Total Assets EOY4648075901TotalAssetsEOY
Total Liabilities BOY2180943056TotalLiabilitiesBOY
Total Liabilities EOY2211659276TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2148905013NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2436416625NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1124729221Expense
Grants324355554Grants
Revenue1161520406Revenue
DescriptionSEE SCHEDULE ODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense237408000Expense
Grants38566233Grants
Revenue53761401Revenue
DescriptionRESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense241592551Expense
Revenue279684809Revenue
DescriptionAUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF, AND ALUMNI.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp86187950TotalOfOtherProgramServiceExp
Total Program Service Expense1689917722TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondstrueInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10963051NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees25631NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryASNameOfForeignCountry
Name Of Foreign CountryBENameOfForeignCountry
Name Of Foreign CountryECNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryNGNameOfForeignCountry
Name Of Foreign CountryNZNameOfForeignCountry
Name Of Foreign CountryPENameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members40NbrVotingGoverningBodyMembers
Number Independent Voting Members37NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonGILLIAN EMMONSNamePerson
Telephone Number6173532290TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVENUE 4TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code022151303ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (54 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeReportable Comp From Related OrgsReportableCompFromRelatedOrgsFormerFormer
Robert A Brown
PRESIDENT55.01.0XX887813543130
KATHERYN PFISTERER DARR
TRUSTEE & PROFESSOR55.0X12189615590
ROBERT A KNOX
TRUSTEE3.0X
JOHN P HOWE III
TRUSTEE3.0X
RICHARD D COHEN
TRUSTEE3.0X
JONATHAN R COLE
TRUSTEE3.0X
SHAMIM A DAHOD
TRUSTEE3.0X0
DAVID F D'ALESSANDRO
TRUSTEE3.0X
SUDARSHANA DEVADHAR
TRUSTEE3.0X
RICHARD B DEWOLFE
TRUSTEE3.0X
KENNETH J FELD
TRUSTEE3.0X
SIDNEY J FELTENSTEIN
TRUSTEE3.0X
RONALD G GARRIQUES
TRUSTEE3.0X
RICHARD C GODFREY
TRUSTEE3.0X
SUNGEUN HAN-ANDERSON
TRUSTEE3.0X
BAHAA R HARIRI
TRUSTEE3.0X
ROBERT J HILDRETH
TRUSTEE3.0X
STEPHEN R KARP
TRUSTEE3.0X
RAJEN A KILACHAND
TRUSTEE3.0X
CLEVE L KILLINGSWORTH JR
TRUSTEE3.0X
ELAINE B KIRSHENBAUM
TRUSTEE3.0X
ANDREW R LACK
TRUSTEE3.0X
ERIC S LANDER
TRUSTEE3.0X
ALAN M LEVENTHAL
TRUSTEE3.0X
J KENNETH MENGES JR
TRUSTEE3.0X
CARLA E MEYER
TRUSTEE3.0X
ALICIA C MULLEN
TRUSTEE3.0X
PETER T PAUL
TRUSTEE3.0X
CA LANCE PICCOLO
TRUSTEE3.0X
CHRISTINE A POON
TRUSTEE UNTIL 09/21/20123.0X
STUART W PRATT
TRUSTEE3.0X
ALLEN I QUESTROM
TRUSTEE3.0X
RICHARD D REIDY
TRUSTEE3.0X
SHARON G RYAN
TRUSTEE3.0X
SD SHIBULAL
TRUSTEE3.0X
RICHARD C SHIPLEY
TRUSTEE3.0X
HUGO X SHONG
TRUSTEE3.0X
BIPPY M SIEGAL
TRUSTEE3.0X
NINA C TASSLER
TRUSTEE3.0X
ANDREA L TAYLOR
TRUSTEE3.0X
PETER D WEAVER
TRUSTEE UNTIL 09/21/20123.0X
STEPHEN M ZIDE
TRUSTEE3.0X
Martin J Howard
SR VP, CFO & TREASURER55.01.0X43001456663
Todd LC Klipp
SR VP, GEN COUNSEL & SECRETARY55.0X55764960352
Jean Morrison
UNIVERSITY PROVOST55.0628443184823X
Karen H Antman
MEDICAL CAMPUS PROVOST55.03.069817534263X
GARY W NICKSA
SR VP FOR OPERATIONS55.02.040352360385X
PETER CUSATO
VP AUXILIARY SVCS (RETIRED)0.00.0154597712305X
BARRY ZUCKERMAN
PROFESSOR & PHYSICIAN50.0051097X1103844
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON55.0100312050365X
WILLIAM CREEVY
PROFESSOR & PHYSICIAN54.0058252X938381
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER55.0977006826X0
Joseph P Mercurio
EXECUTIVE VP (RETIRED)0.00.081309627434X
David Campbell
FORMER PROVOST40.0477894163999X
FieldValueIRS element (for citing)
Total Reportable Comp From Org8544606TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2042225TotalReportableCompFrmRltdOrgs
Total Other Compensation1319484TotalOtherCompensation
Number Individuals GT100 K2238NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
LSI EPI LLC
144 NORTH ROAD SUITE 1000SUDBURYMA01776CONSULTANT7946270
EMBANET-COMPASS KNOWLEDGE GROUP INC
50 NORTHWEST POINT BLVD 5TH FLOORELK GROVE VILLAGEIL60007ONLINE SER. PROVIDER9948049
BOND BROS INC
145 SPRING STREETEVERETTMA02149CONSTRUCTION37925941
WALSH BROTHERS INCORPORATED
210 COMMERCIAL STREETBOSTONMA02109CONSTRUCTION8352764
BRUNERCOTT ASSOCIATES INC
130 PROSPECT STREETCAMBRIDGEMA02139ENGINEERING6400577
FieldValueIRS element (for citing)
Number Of Contractors GT100 K253NumberOfContractorsGT100K
Fundraising Events1060318FundraisingEvents
Government Grants325857682GovernmentGrants
All Other Contributions89474754AllOtherContributions
Noncash Contributions26619670NoncashContributions
Total Contributions416392754TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION AND FEES90009911615204061161520406
AUX SALES & SERVICES900099279684809279684809
NON-GOVERNMENT GRANTS9000995376140153761401
FieldValueIRS element (for citing)
Total Program Service Revenue1494966616TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column46623839TotalRevenueColumn
Exclusion$46,623,839ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1086TotalRevenueColumn
Exclusion$1,086ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3441212TotalRevenueColumn
Exclusion$3,441,212ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real38651177Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real20894352Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real17756825Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column17756825TotalRevenueColumn
Exclusion$17,756,825ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities313947106Securities
Other-97185Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities295095605Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities18851501Securities
Other-97185Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column18754316TotalRevenueColumn
Unrelated Business Revenue-97185UnrelatedBusinessRevenue
Exclusion$18,851,501ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events2120847GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1060318CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1656337FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column464510TotalRevenueColumn
Exclusion$464,510ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenue
ATHLETIC RENTALS71394085455868545586
HOTEL OPERATIONS72111067135176713517
RESTAURANT OPERATIONS72210045306304530630

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column2449028TotalRevenueColumn
Unrelated Business Revenue2449028UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue22238761TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2020639919TotalRevenueColumn
Related Or Exempt Function Income1494966616RelatedOrExemptFunctionIncome
Unrelated Business Revenue22141576UnrelatedBusinessRevenue
Exclusion$87,138,973ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total35980471Total
Program Services35980471ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total324355554Total
Program Services324355554ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total2585762Total
Program Services2585762ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4666105Total
Program Services3646842ProgramServices
Management And General353619ManagementAndGeneral
Fundraising665644Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total1261456Total
Program Services1261456ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total752258860Total
Program Services657654693ProgramServices
Management And General82692951ManagementAndGeneral
Fundraising11911216Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total62103128Total
Program Services54293031ProgramServices
Management And General6826760ManagementAndGeneral
Fundraising983337Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total99327754Total
Program Services86836283ProgramServices
Management And General10918722ManagementAndGeneral
Fundraising1572749Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total59909774Total
Program Services52375514ProgramServices
Management And General6585653ManagementAndGeneral
Fundraising948607Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2756213Total
Management And General2756213ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total980426Total
Management And General980426ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total850277Total
Program Services850277ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total132861Total
Fundraising132861Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2071381Total
Management And General2071381ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total103330767Total
Program Services95983818ProgramServices
Management And General6567079ManagementAndGeneral
Fundraising779870Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total7883580Total
Program Services5074996ProgramServices
Fundraising2808584Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total52057052Total
Program Services49712364ProgramServices
Management And General1210710ManagementAndGeneral
Fundraising1133978Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total21473088Total
Program Services6196033ProgramServices
Management And General15234896ManagementAndGeneral
Fundraising42159Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total525900Total
Program Services525900ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total163047463Total
Program Services148243819ProgramServices
Management And General14750031ManagementAndGeneral
Fundraising53613Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total23696413Total
Program Services21589906ProgramServices
Management And General1144240ManagementAndGeneral
Fundraising962267Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total11889056Total
Program Services9612968ProgramServices
Management And General1311894ManagementAndGeneral
Fundraising964194Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total92056444Total
Program Services89999955ProgramServices
Management And General2056489ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5421435Total
Program Services2038754ProgramServices
Management And General3382681ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
RESEARCH & LABORATORY SUPPLIES2250555422505554
BOOKS & PERIODICALS28373212730722983358264
DUES & MEMBERSHIPS77039404597369308096225609
EDUCATIONAL SERVICES89041108904110

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2989204Total
Program Services2361571ProgramServices
Management And General627633ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1875561349Total
Program Services1689917722ProgramServices
Management And General162650675ManagementAndGeneral
Fundraising22992952Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY626999425BOY
EOY730494221EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY127494239BOY
EOY129277974EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY174566838BOY
EOY173882348EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY7113675BOY
EOY9349842EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY86875629BOY
EOY95755658EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3178012297LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1135919051LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2006536573BOY
EOY2042093246EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY364890170BOY
EOY422884154EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY935371520BOY
EOY1044338458EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4329848069BOY
EOY4648075901EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY664312383BOY
EOY554074898EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY120348577BOY
EOY167332344EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY914900000BOY
EOY1006585000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY331733471BOY
EOY329802654EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY149648625BOY
EOY153864380EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2180943056BOY
EOY2211659276EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1203745568BOY
EOY1377572989EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY521813552BOY
EOY593842316EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY423345893BOY
EOY465001320EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2148905013BOY
EOY2436416625EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4329848069BOY
EOY4648075901EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses145078570ReconcilationRevenueExpenses
Reconciliation Unrealized Invest144570783ReconciliationUnrealizedInvest
Reconcilation Invest Expenses2071381ReconcilationInvestExpenses
Reconcilation Other Changes-4209122ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$970,302DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Total Lobbying Expenditures IIB970302TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITY EXPLANATIONIdentifier
Return ReferenceSCHEDULE C, PART II-B, LINE 1ReturnReference
ExplanationTHE UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE UNIVERSITY HAS A FEDERAL RELATIONS OFFICE WHICH MONITORS LEGISLATION AND OTHER FEDERAL GOVERNMENTAL DEVELOPMENTS OF INTEREST TO THE UNIVERSITY, SOMETIMES WITH THE ASSISTANCE OF CONSULTANTS. THE OFFICE ALSO SERVES AS A LIAISON BETWEEN THE UNIVERSITY AND VARIOUS GOVERNMENT OFFICIALS. THE UNIVERSITY FILES QUARTERLY REPORTS WITH CONGRESS DETAILING THESE ACTIVITIES AND EXPENSES. THE UNIVERSITY ALSO HAS TWO STAFF MEMBERS WHO HAVE RESPONSIBILITY FOR MONITORING LEGISLATION AND GOVERNMENTAL DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY ON THE STATE LEVEL. THE UNIVERSITY FILES SEMIANNUAL REPORTS WITH THE COMMONWEALTH OF MASSACHUSETTS DETAILING THESE ACTIVITIES AND EXPENSES. IT IS POSSIBLE THAT OTHER INDIVIDUALS MAY HAVE SPENT AN INSUBSTANTIAL PORTION OF THEIR TIME ON LEGISLATIVE MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND MAY HAVE INCURRED INSUBSTANTIAL EXPENSES IN CONNECTION WITH THIS ACTIVITY. BOSTON UNIVERSITY PAYS DUES TO VARIOUS MEMBERSHIP ORGANIZATIONS IN AN EFFORT TO STAY CURRENT ON A WIDE VARIETY OF ACADEMIC, RESEARCH, GOVERNANCE, AND OTHER ISSUES. SOME OF THESE MEMBERSHIP ORGANIZATIONS CONDUCT LOBBYING ACTIVITIES, WHICH ARE REFLECTED IN THE UNIVERSITY'S LOBBYING REPORTS.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation

Collection Used For Other CollectionUsedForOther

FieldValueIRS element (for citing)
Collection Used For Other PurposesXCollectionUsedForOtherPurposes
Description Of Other PurposesEDUCATIONDescriptionOfOtherPurposes
FieldValueIRS element (for citing)
Solicited Assets For SaletrueSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1118685496BeginningOfYearBalance
Contributions32607435Contributions
Investment Earnings Or Losses179313345InvestmentEarningsOrLosses
Grants Or Scholarships13706973GrantsOrScholarships
Other Expenditures26777636OtherExpenditures
Administrative Expenses5404616AdministrativeExpenses
End Of Year Balance1284717051EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1135909982BeginningOfYearBalance
Contributions22350304Contributions
Investment Earnings Or Losses-1050776InvestmentEarningsOrLosses
Grants Or Scholarships12216801GrantsOrScholarships
Other Expenditures20436580OtherExpenditures
Administrative Expenses5870633AdministrativeExpenses
End Of Year Balance1118685496EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance959889613BeginningOfYearBalance
Contributions26665624Contributions
Investment Earnings Or Losses181672889InvestmentEarningsOrLosses
Grants Or Scholarships11414768GrantsOrScholarships
Other Expenditures15509591OtherExpenditures
Administrative Expenses5393785AdministrativeExpenses
End Of Year Balance1135909982EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance861769410BeginningOfYearBalance
Contributions22384929Contributions
Investment Earnings Or Losses105788254InvestmentEarningsOrLosses
Grants Or Scholarships10134298GrantsOrScholarships
Other Expenditures14942542OtherExpenditures
Administrative Expenses4976140AdministrativeExpenses
End Of Year Balance959889613EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1085438014BeginningOfYearBalance
Contributions9436757Contributions
Investment Earnings Or Losses-196408297InvestmentEarningsOrLosses
Grants Or Scholarships9992733GrantsOrScholarships
Other Expenditures13452024OtherExpenditures
Administrative Expenses13252307AdministrativeExpenses
End Of Year Balance861769410EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.37000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.29000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.34000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis16365597InvestmentCostOrOtherBasis
Other Cost Or Other Basis83911936OtherCostOrOtherBasis
Book Value100277533BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis126294011InvestmentCostOrOtherBasis
Other Cost Or Other Basis2440163421OtherCostOrOtherBasis
Depreciation811416272Depreciation
Book Value1755041160BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis25792525InvestmentCostOrOtherBasis
Other Cost Or Other Basis36662007OtherCostOrOtherBasis
Depreciation33520499Depreciation
Book Value28934033BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis267027412OtherCostOrOtherBasis
Depreciation151186484Depreciation
Book Value115840928BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis181795388OtherCostOrOtherBasis
Depreciation139795796Depreciation
Book Value41999592BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2042093246TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
ALTERNATIVES-HEDGE438323943F
ALTERNATIVES-NATURAL RESOURCES41389356F
ALTERNATIVES-PRIVATE192610187F
ALTERNATIVES-REAL ESTATE319000720F
RESIDUAL ASSET NOTE53014252F
FieldValueIRS element (for citing)
Total Of Book Value Securities1044338458TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ANNUITIES PAYABLE$16,779,242
CAPITAL LEASE OBLIGATION$84,070,885
DISCOUNTED NOTE OBLIGATION$53,014,253
FieldValueIRS element (for citing)
Total Of Amounts153864380TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE D, PART III, LINE 1ATHE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS ON THE STATEMENT IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS RELEASES FROM TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS HAD BEEN RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
SCHEDULE D, PART III, LINE 4THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A DEACCESSION POLICY REQUIRING THAT PROCEEDS FROM THE DISPOSITION OF AN OBJECT BE USED TO SUPPORT THE PRESERVATION AND DEVELOPMENT OF THE UNIVERSITY'S COLLECTION.
SCHEDULE D, PART V, LINE 4THE ENDOWMENT FUND PROVIDES THE UNIVERSITY WITH THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, TO HIRE ADDITIONAL FACULTY, AND TO BUILD OR UPDATE FACILITIES. IT ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY DEPARTMENTS, PROGRAMS, AND SCHOLARSHIPS, AND HELPS STEM RISES IN TUITION BY SUPPORTING UNIVERSITY OPERATIONS THAT ARE OTHERWISE PAID FOR WITH STUDENT TUITION AND FEES. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE E, PART I, LINE 3Identifier
ExplanationBOSTON UNIVERSITY PROHIBITS DISCRIMINATION AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY SERVICE, OR BECAUSE OF MARITAL, PARENTAL, OR VETERAN STATUS. THIS POLICY EXTENDS TO ALL RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES, INCLUDING ADMISSIONS, FINANCIAL ASSISTANCE, EDUCATIONAL AND ATHLETIC PROGRAMS, HOUSING, EMPLOYMENT, COMPENSATION, EMPLOYEE BENEFITS, AND THE PROVIDING OF, OR ACCESS TO, UNIVERSITY SERVICES OR FACILITIES. BOSTON UNIVERSITY RECOGNIZES THAT NON-DISCRIMINATION DOES NOT ENSURE THAT EQUAL OPPORTUNITY IS A REALITY. ACCORDINGLY, THE UNIVERSITY WILL CONTINUE TO TAKE AFFIRMATIVE ACTION TO ACHIEVE EQUAL OPPORTUNITY THROUGH RECRUITMENT, OUTREACH, AND INTERNAL REVIEWS OF POLICIES AND PRACTICES. INQUIRIES REGARDING THE APPLICATION OF THIS POLICY SHOULD BE ADDRESSED TO THE EXECUTIVE DIRECTOR OF EQUAL OPPORTUNITY, 19 DEERFIELD STREET, BOSTON, MA 02215 (617-353-9286). SCHEDULE E, PART I, LINE 6A BOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS INCLUDING THE FEDERAL PELL GRANT PROGRAM AND THE FEDERAL WORK STUDY PROGRAM; IN ADDITION THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT.Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (36 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpendituresNumber Of EmployeesNumberOfEmployeesNumber Of OfficesNumberOfOffices
Central America and the CaribbeanInvestmentsINVESTMENTS368348840
Central America and the CaribbeanProgram ServicesRESEARCH753995
Central America and the CaribbeanProgram ServicesSEMINAR39573
East Asia and the PacificFundraising45802
East Asia and the PacificGrantmaking320251
East Asia and the PacificProgram ServicesRESEARCH4885531
East Asia and the PacificProgram ServicesSEMINAR498994
East Asia and the PacificProgram ServicesSTUDY ABROAD6935287394
Europe (Including Iceland and Greenland)Fundraising27312
Europe (Including Iceland and Greenland)Grantmaking1174870
Europe (Including Iceland and Greenland)InvestmentsINVESTMENTS13298761
Europe (Including Iceland and Greenland)Program ServicesRESEARCH1387801101
Europe (Including Iceland and Greenland)Program ServicesSEMINAR906228
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD2754309021918
Middle East and North AfricaGrantmaking234285
Middle East and North AfricaFundraising128214
Middle East and North AfricaProgram ServicesRESEARCH109049
Middle East and North AfricaProgram ServicesSEMINAR66449
Middle East and North AfricaProgram ServicesSTUDY ABROAD303660
North AmericaFundraising2863
North AmericaGrantmaking366098
North AmericaInvestmentsINVESTMENTS2216209
North AmericaProgram ServicesRESEARCH1454337
North AmericaProgram ServicesSEMINAR92702
Russia and the Newly Independent StatesProgram ServicesRESEARCH6591
Russia and the Newly Independent StatesProgram ServicesSEMINAR26753
South AmericaProgram ServicesRESEARCH1355841
South AmericaProgram ServicesSEMINAR115876
South AmericaProgram ServicesSTUDY ABROAD7910494
South AsiaFundraising16622
South AsiaProgram ServicesRESEARCH810581
South AsiaProgram ServicesSEMINAR92073
Sub-Saharan AfricaGrantmaking490258
Sub-Saharan AfricaProgram ServicesRESEARCH131880133616
Sub-Saharan AfricaProgram ServicesSEMINAR87529
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD58930
FieldValueIRS element (for citing)
Subtotal Number Of Offices23SubtotalNumberOfOffices
Subtotal Number Of Employees274SubtotalNumberOfEmployees
Cont Number Of Offices7ContNumberOfOffices
Cont Number Of Employees373ContNumberOfEmployees
Total Number Of Offices30TotalNumberOfOffices
Total Number Of Employees647TotalNumberOfEmployees
Subtotal Amount Spent421562309SubtotalAmountSpent
Cont Amount Spent18283750ContAmountSpent
Total Amount Spent439848941TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (22 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
East Asia and the PacificRESEARCH139293WIRE
East Asia and the PacificRESEARCH75875WIRE
East Asia and the PacificRESEARCH91175WIRE
Europe (Including Iceland and Greenland)RESEARCH40833WIRE
Europe (Including Iceland and Greenland)RESEARCH5670WIRE
Europe (Including Iceland and Greenland)RESEARCH8803WIRE
Europe (Including Iceland and Greenland)RESEARCH170903WIRE
Europe (Including Iceland and Greenland)RESEARCH125953WIRE
Europe (Including Iceland and Greenland)RESEARCH80461WIRE
Europe (Including Iceland and Greenland)RESEARCH43411WIRE
Middle East and North AfricaRESEARCH234285WIRE
North AmericaRESEARCH170185WIRE
Sub-Saharan AfricaRESEARCH207904WIRE
Europe (Including Iceland and Greenland)RESEARCH508386WIRE
Europe (Including Iceland and Greenland)RESEARCH50000WIRE
Europe (Including Iceland and Greenland)RESEARCH75500WIRE
Europe (Including Iceland and Greenland)RESEARCH53225WIRE
North AmericaRESEARCH187711WIRE
Sub-Saharan AfricaRESEARCH135600WIRE
Sub-Saharan AfricaRESEARCH216188WIRE
North AmericaRESEARCH8202WIRE
Europe (Including Iceland and Greenland)RESEARCH8014WIRE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs16TotalNumberOf501c3Orgs
Total Number Of Other Orgs6TotalNumberOfOtherOrgs
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriestrueBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE F, PART I, LINE 2THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS.
SCHEDULE F, PART I, LINE 3THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (4 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsAmount Retained By ContractorAmountRetainedByContractor
Marts Lundy IncFundraising Consultantfalse31859
PLUS DELTA PARTNERSFUNDRAISING CONSULTANTfalse10671
T HANDLER CONSULTINGFUNDRAISING CONSULTANTfalse57566
CAREER DIRECTIONSFUNDRAISING CONSULTANTfalse32765
FieldValueIRS element (for citing)
Total Retained By Contractors132861TotalRetainedByContractors
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WBUR VALENTINENameOfEvent1
Gross Receipts Event11250853GrossReceiptsEvent1
Charitable Contributions Event1264746CharitableContributionsEvent1
Gross Revenue Event1986107GrossRevenueEvent1
Other Direct Expenses Event1644884OtherDirectExpensesEvent1
Name Of Event2WBUR MOTHER'SNameOfEvent2
Gross Receipts Event21068620GrossReceiptsEvent2
Charitable Contributions Event2389640CharitableContributionsEvent2
Gross Revenue Event2678980GrossRevenueEvent2
Other Direct Expenses Event2527337OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events861692GrossReceiptsOtherEvents
Charitable Contrib Other Events405932CharitableContribOtherEvents
Gross Revenue Other Events455760GrossRevenueOtherEvents
Non Cash Prizes Other Events159953NonCashPrizesOtherEvents
Rent Facility Costs Other Events141985RentFacilityCostsOtherEvents
Food And Beverage Other Events8953FoodAndBeverageOtherEvents
Other Direct Expenses Other Events173225OtherDirectExpensesOtherEvents
Gross Receipts Total3181165GrossReceiptsTotal
Charitable Contributions Total1060318CharitableContributionsTotal
Gross Revenue Total Events2120847GrossRevenueTotalEvents
Non Cash Prizes Total Events159953NonCashPrizesTotalEvents
Rent Facility Costs Total Events141985RentFacilityCostsTotalEvents
Food And Beverage Total Events8953FoodAndBeverageTotalEvents
Other Direct Expenses Total Events1345446OtherDirectExpensesTotalEvents
Direct Expense Summary Events1656337DirectExpenseSummaryEvents
Net Income Summary464510NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (177 entries)

Address Line1AddressUS/AddressLine1Address Line2AddressUS/AddressLine2CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Alabama A&M University
4900 Meridian StPO BOX 1388NormalAL35762636001097501C359738RESEARCH
Alternatives for Community &Environment Inc
2181 Washington StRoxburyMA02119043228509501C35600RESEARCH
American College of Radiology
1818 Market StreetPhiladelphiaPA19103362261602501C3295234RESEARCH
ARIDIS Pharmaceuticals LLC
5941 Optical CourtSan JoseCA95138320074500442985RESEARCH
Auritec Pharmaceuticals Inc
15 Braeburn RoadHyde ParkMA02136841629188195410RESEARCH
Battelle Memorial Institute
PO Box 84391SeattleWA98124314379427501C356384RESEARCH
Baystate Medical Center Inc
759 Chestnut StreetSpringfieldMA01199042790311501C363945RESEARCH
Beth Israel Deaconess Medical Center Inc
330 Brookline AvenueBostonMA02215042103881501C3132064RESEARCH
Bexar County Board of Trustees for
3031 1H 10 WestSan AntonioTX78201741590659501C333068RESEARCH
Board of Trustees of the Leland Stanford Ju
PO Box 44253San FranciscoCA94144941156365501C3127189RESEARCH
Board of Trustees of University of Illinois
PO Box 4610SpringfieldIL62708376000511501C3202927RESEARCH
Boston Biomedical Research Institution
64 Grove StreetWatertownMA02472042451939501C350624RESEARCH
Boston Health Care for the Homeless
780 Albany StreetBostonMA02118043160480501C352731RESEARCH
Boston Housing Authority
52 Chauncy StBostonMA02111046001907STATE OF MA85496RESEARCH
Boston Medical Center
660 Harrison AveBostonMA02118043314093501C33116087RESEARCH
Boston Micromachines Corporation
30 Spinelli PlaceCambridgeMA0213804346587461017RESEARCH
Boston Public Health Commission
1010 Massachusetts AvenueBostonMA02118043316655STATE OF MA47549RESEARCH
Brandeis University
PO Box 549110WalthamMA02454042103552501C3325653RESEARCH
Brentwood Biomedical Research Institute Inc
PO Box 25027Los AngelesCA90025954183712501C360725RESEARCH
Brigham Young University
A-261 ASBProvoUT84602870217280501C346033RESEARCH
Brown University
PO Box 1911ProvidenceRI02912050258809501C3329650RESEARCH
Cambridge Public Health Commission
1493 Cambridge StCambridgeMA02139043320571STATE OF MA10621RESEARCH
Camden Clark Memorial Hospital Corp
800 Garfield AveParkersburgWV26102311624546501C35810RESEARCH
Cardiovascular Engineering Inc
1 Edgewater DriveNorwoodMA02062043428135428530RESEARCH
Chelsea Collaborative Inc
318 BroadwayChelseaMA02150222906521501C365000RESEARCH
Childrens Hospital Corporation
PO Box 414413BostonMA02241042774441501C3239227RESEARCH
Childrens Hospital Medical Center
3333 Burnet AvenueCincinnatiOH45229310833936501C323958RESEARCH
City of Cambridge
159 Thorndike StCambridgeMA02141000000025STATE OF MA11070RESEARCH
Commonwealth of Massachusetts
250 Washington St 5thBostonMA02108046002284STATE OF MA133912RESEARCH
Community AIDS Research Inc
3510 Biscayne BlvdMiamiFL33137592564198501C3147936RESEARCH
Coriell Institute for Medical Research Inc
403 Haddon AvenueCamdenNJ08103210672684501C390556RESEARCH
Cornell University
PO Box 22IthacaNY14851150532082501C324459RESEARCH
Creighton University
2500 California PlzOmahaNE68178470376583501C315910RESEARCH
Dallas VA Research Corporation
PO Box 516LancasterTX75146752329831501C310778RESEARCH
Dana-Farber Cancer Institute Inc
450 Brookline AveBostonMA02215042263040501C333385RESEARCH
DAVIS SQUARE RESEARCH ASSOC
119 College AvenueSomervilleMA0214438379203718685RESEARCH
DCG Systems Inc
PO Box 54957Santa ClaraCA9505426192954236785RESEARCH
Department of Veterans Affairs
200 Springs RoadBedfordMA01730741612229GOVERNMENT14741RESEARCH
Drexel University
PO Box 95000-1090PhiladelphiaPA19195231352630501C3198572RESEARCH
Duke University
2200 West Main StreetDurhamNC27705560532129501C3290334RESEARCH
Education Development Center Inc
43 Foundry AveWalthamMA02453042241718501C3227118RESEARCH
Emmanuel College
400 The FenwayBostonMA02115042105769501C37717RESEARCH
Emory University
1599 Clifton Rd NEAtlantaGA30322580566256501C3765351RESEARCH
Family Health International
1825 CT Ave NWWashingtonDC20009237413005501C380413RESEARCH
Fenway Community Health Center Inc
1340 Boylston StreetBostonMA02215042510564501C315224RESEARCH
Forsyth Dental Infirmary for Children
245 First StreetCambridgeMA02142042104230501C319356RESEARCH
Franklin W Olin College of Engineering INC
Olin Way Suite 312NeedhamMA02492061519057501C318931RESEARCH
Fraunhofer USA Inc
PO Box 673308DetroitMI48267383203030501C320990RESEARCH
Fred Hutchinson Cancer Research Center
1100 Fairview AveSeattleWA98109237156071501C3185534RESEARCH
Geisinger Clinic
100 N Academy AveDanvilleAK17822236291113501C35600RESEARCH
George Mason University
4400 University DriveFairfaxVA22030540836354501C365250RESEARCH
Georgia State University
PO Box 3999AtlantaGA30302586002050STATE OF GA14384RESEARCH
Georgia Tech Research Corporation
PO Box 100117AtlantaGA30384580603146501C35500RESEARCH
Greater New York Hospital Foundation
555 West 57th StreetNew YorkNY10019132954140501C320441RESEARCH
Harvard Vanguard Medical Associates
275 Grove St Suite 3-300NewtonMA02466043397450501C341346RESEARCH
Health Research Inc
PO Box 2966BuffaloNY14240141402155501C385823RESEARCH
Hebrew Rehabilitation Center
1200 Centre StreetBostonMA02131042104298501C311147RESEARCH
Henry Heywood Memorial Hospital
242 Green StreetGardnerMA01440042103581501C351284RESEARCH
Holyoke Health Center Inc
PO Box 6260HolyokeMA01041042492730501C3161240RESEARCH
Institute for Systems Biology
1441 North 34th StreetSeattleWA98103912003593501C3173531RESEARCH
International Business Machines Corporation
1101 Kitchawan RdYorktown HeightsNY10598130871985501C334282RESEARCH
Johns Hopkins Univ Applied Physics
11100 Johns Hopkins RoadLaurelMD20723520595111501C3124314RESEARCH
Johns Hopkins University
12529 Collections CTR DrChicagoIL60693520595110501C3329555RESEARCH
Justice Resource Institute Inc
545 Boylston StBostonMA02116042526357501C318745RESEARCH
Kaiser Foundation Research Institute
1800 HARRISON STOAKLANDCA94612941105628501C335898RESEARCH
Kansas City Free Health Clinic
3515 BroadwayKansas CityMO64111430967292501C311208RESEARCH
Kessler Foundation
300 Executive DrWest OrangeNJ07052311562134501C3129701RESEARCH
Lesley University
29 Everett StreetCambridgeMA02138042103589501C394073RESEARCH
Mapp Biopharmaceutical Inc
6160 Lusk BlvdSan DiegoCA92121200037593775117RESEARCH
Massachusetts Institute of Technology
77 Mass AveCambridgeMA02139042103594501C31998412RESEARCH
Mayo Clinic (MC)
200 First StreetRochesterMN55905416011702501C3236093RESEARCH
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224593337028501C3110183RESEARCH
Medical College of Wisconsin Inc
8701 Watertown Plank RdMilwaukeeWI53226390806261501C346922RESEARCH
Mental Health Center of Denver
4141 E Dickenson PlDenverCO80222742499946501C329689RESEARCH
Mercy Hospital Inc
1221 Main StHolyokeMA01040043398280501C348708RESEARCH
Mercyhurst University
501 East 38th StEriePA16546250965430501C35980RESEARCH
Miami University
501 E High StOxfordOH45056316402089501C35729RESEARCH
Michigan State University
301 Admin BldgEast LansingMI48824386005984501C3145546RESEARCH
Miriam Hospital
593 Eddy StreetProvidenceRI02903050258905501C3300686RESEARCH
Montana State University
PO Box 172470BozemanMT59717816010045STATE OF MT8783RESEARCH
Montefiore Medical Center
111 E 210th STBronxNY10467131740114501C3434012RESEARCH
Mount Carmel Health System
6150 Broad StreetColumbusOH43213311439334501C35740RESEARCH
Mount Sinai School of Medicine
1 Gustave L Levy PlaceNew YorkNY10029136171197501C3330442RESEARCH
North Florida Foundation for Research
1601 SW Archer RdGainesvilleFL32608593432918501C317110RESEARCH
Northeastern University
360 Huntington AveBostonMA02115041679980501C3330401RESEARCH
Northern Arizona University on behavior
PO Box 4070FlagstaffAZ86011742579628501C375652RESEARCH
NorthStar Learning Centers Inc
53 Linden StreetNew BedfordMA02740510200575501C357883RESEARCH
Northwestern University
633 Clark StreetEvanstonIL60208362167817501C3280058RESEARCH
OSU Oregon State University
PO Box 1086CorvallisOR97339481278540501C395317RESEARCH
Predictive Science Incorporated
9990 Mesa Rim RoadSan DiegoCA92121263200502136334RESEARCH
President & Fellows of Harvard College
PO Box 415649BostonMA02241042103580501C31354879RESEARCH
Primary Care Coalition of Montgomery County
8757 Georgia AvenueSilver SpringMD20910521847976501C3101725RESEARCH
Puerto Rico Community Network for Clinical
PO Box 20850San JuanPR00928660466365501C3168439RESEARCH
Rector and Visitors of the Univ of Virginia
PO Box 400195CharlottesvilleVA22904546001796501C3124027RESEARCH
Regents of the Univ of CA Berkeley
2195 Hearst AveBerkeleyCA94720946002123501C3799136RESEARCH
Regents of the Univ of CA Davis
PO Box 989062West SacramentoCA95798946036494501C3597220RESEARCH
Regents of the Univ of CA Santa Barbara
SAASB BuildSanta BarbaraCA93106956006145501C395329RESEARCH
Regents of The Univ of CA Santa Cruz
1156 High StSanta CruzCA95064941539563501C3135964RESEARCH
Regents of the University of California
AccT Office Bio ScienceIrvineCA92697952226406501C330962RESEARCH
Regents of the University of Colorado
PO Box 910220DenverCO80291846000555501C3233702RESEARCH
Regents of the University of Minnesota
NW 5957MinneapolisMN55485416007513501C363609RESEARCH
Regents Univ of CA Los Angeles
405 HIlgard AveLos AngelesCA90095956006143501C319986RESEARCH
Rensselaer Polytechnic Institute
110 8th StreetTroyNY12180141340095501C361333RESEARCH
ReProtect Inc
703 Stags Head RdBaltimoreMD21286651167586156780RESEARCH
Riverside Hospital Inc
608 Denbigh BlvdNewport NewsVA23608521245746501C37280RESEARCH
Rutgers The State University
249 University AveNewarkNJ07102226001086501C367029RESEARCH
Scientific Solutions Inc
55 Middlesex StreetChelmsfordMA0186304327534061845RESEARCH
Seattle Childrens Hospital
4800 Sand Point Way NESeattleWA98145910564748501C3269071RESEARCH
SIGMA-ALDRICH INC
3050 Spruce StreetSt LouisMO63103431742718909297RESEARCH
Simmons College
300 The FenwayBostonMA02115042103629501C311390RESEARCH
South Shore Hospital Inc
55 Fogg Rd Box 80South WeymouthMA02190042769210501C379208RESEARCH
Southwest Louisiana Hospital Association
1900 WGauthier RdLake CharlesLA70605720551963501C36020RESEARCH
Steward St Annes Hospital Corporation
795 Middle StreetFall RiverMA02721272473637501C338673RESEARCH
Synapse Energy Economics Inc
485 Mass Ave Suite 2CambridgeMA0213904331640858198RESEARCH
Temple University of the Commonwealth
PO Box 824242PhiladelphiaPA19182231365971501C3118722RESEARCH
The American Academy of Allergy
555 E Wells StMilwaukeeWI53202396061326501C357200RESEARCH
The Brigham & Womens Hospital Inc
PO Box 3887BostonMA02241042312909501C3801972RESEARCH
The Broad Institute Inc
7 Cambridge CenterCambridgeMA02142263428781501C3399185RESEARCH
The Brooklyn Hospital Center
270 Flatbush AveBrooklynNY11201111630755501C368572RESEARCH
The Childrens Hospital of Philadelphia
PO Box 8500PhiladelphiaPA19178231352166501C339005RESEARCH
The General Hospital Corporation
529 Main StreetCharlestownMA02129042697983501C34098984RESEARCH
The George Washington University
45155 Research PlAshburnVA20147530196584501C316373RESEARCH
The Henry M Jackson Foundation for
6720-A Rockledge DrBethesdaMD20817521317896501C3155715RESEARCH
The Learning Center for the Deaf Inc
848 Central StreetFraminghamMA01701237064431501C3109200RESEARCH
The Mental Health Ctr of Greater Ma
401 Cypress StreetManchesterNH03103020258994501C3152733RESEARCH
The Pennsylvania State University
227 W Beaver AveState CollegePA16801246000376501C328399RESEARCH
The President & Directors of George
Box 571164WashingtonDC20057530196603501C328903RESEARCH
The Regents of the University of Michigan
Box 223131PittsburghPA15251386006309501C3397338RESEARCH
The Research Foundation of SUNY
PO Box 9AlbanyNY12201141368361501C315450RESEARCH
The Research Institute at Nationwide
PO Box 715245ColumbusOH43271316056230501C317701RESEARCH
The Spaulding Rehabilitation Hospital
PO Box 3903BostonMA02241042551124501C3158149RESEARCH
The Thresholds
4101 N Ravenswood AveChicagoIL60613362518901501C399989RESEARCH
The Trustees of Columbia University
PO Box 29789New YorkNY10087135598093501C344453RESEARCH
The Trustees of Princeton University
PO Box 5292PrincetonNJ08544210634501501C398087RESEARCH
The University of Arizona
PO Box 3520TucsonAZ85722742652689STATE OF AZ11221RESEARCH
The University of Iowa
B5 Jessup Hall Grant AcctIowa CityIA52242426004813STATE OF IA6068RESEARCH
The University of Texas at Arlington
Box 19136ArlingtonTX76019756000121501C330553RESEARCH
The University of Texas at Austin
PO Box 7159AustinTX78713746000203501C3208909RESEARCH
The Vanderbilt University
Dept AT 40303AtlantaGA31192620476822501C325754RESEARCH
Thomas Jefferson University
1020 Walnut StreetPhiladelphiaPA19107231352651501C3119773RESEARCH
Town of Framingham
31 Flagg DriveFraminghamMA01702046001151STATE OF MA5623RESEARCH
Trustees of Dartmouth College
11 Rope Ferry RdHanoverNH30755020222111501C3715078RESEARCH
Trustees of Tufts College
136 Harrison AveBostonMA02111042103634501C3407990RESEARCH
Tufts Medical Center Inc
800 Washington StreetBostonMA02111043400617501C3180045RESEARCH
Univ Corporation for Atmospheric Research
1850 Table Mesa DrBoulderCO80301840412668501C3367879RESEARCH
University of Alabama at Birmingham
1530 3rd AvenueSouth BirminghamAL35294636005396501C365632RESEARCH
University of Cincinnati
PO Box 691031CincinnatiOH45269316000989501C3116941RESEARCH
University of Florida
PO Box 113001GainesvilleFL32611596002052STATE OF FL18916RESEARCH
University of Kansas Center for Research
2385 Irving Hill RdLawrenceKS66045480680117501C3105033RESEARCH
University of Kentucky Research Foundation
PO Box 931113ClevelandOH44193616033693501C3187130RESEARCH
University of Maryland
4101 Chesapeake BldgCollege ParkMD20742526002033STATE OF MD928587RESEARCH
University of Massachusetts
55 Lake Ave NorthWorcesterMA01655043167352STATE OF MA1445619RESEARCH
University of New England
11 Hills Beach RdBiddefordME04005010211810501C375765RESEARCH
University of New Mexico
1 Univ of New MexicoAlbuquerqueNM87131856000642501C392725RESEARCH
University of New Orleans
2000 Lakeshore DrNew OrleansLA70148720702000STATE OF LA14059RESEARCH
University of North Carolina at Chapel Hill
PO Box 402420AtlantaGA30384566001393501C3281262RESEARCH
UNIVERSITY OF PENNSYLVANIA
PO Box 785541PhiladelphiaPA19178231352685501C3598674RESEARCH
University of Pittsburgh
Cathedral of LearningPittsburghPA15260250965591501C3118628RESEARCH
University of Tennessee
210 Student Ser BldgKnoxvilleTN37996626001636501C336680RESEARCH
UNIVERSITY OF TEXAS HEALTH SCIENCE
PO Box 203382HoustonTX77216741761309501C391543RESEARCH
Univ of Texas Southwestern Medical Center
PO Box 841765DallasTX75284756002868STATE OF TX17993RESEARCH
University of Toledo
PO Box 72327ClevelandOH4419234640148333582RESEARCH
University of Vermont & State Agricul Tural
PO Box 1389WillistonVT05495030179440501C354580RESEARCH
University of Washington
12455 Collections DriveChicagoIL60693916001537501C3233609RESEARCH
University of Wisconsin
1220 Linden DriveMadisonWI53706391805963STATE OF WI27770RESEARCH
VA Puget Sound Health Care System
1660 S Columbian WaySeattleWA9810891056516638633RESEARCH
Virginia Commonwealth University
Box 843039RichmondVA23284546001758501C340787RESEARCH
Washington University
700 Rosedale AvenueSaint LouisMO63112430653611501C383161RESEARCH
Wave 80 Biosciences Inc
2325 3rd StreetSan FranciscoCA94107020691819203515RESEARCH
Westat Inc
PO Box 1004RockvilleMD2085084052956654408RESEARCH
Wheaton Franciscan Inc
400 W River Woods PkwyGlendaleWI53212390816857501C35390RESEARCH
William Marsh Rice University
PO Box 1892HoustonTX77251741109620501C383647RESEARCH
Woods Hole Oceanographic Institution
569 Woods Hole RdWoods HoleMA02543042105850501C3163266RESEARCH
Yale University
PO Box 1873New HavenCT06508060646973501C3120934RESEARCH
Yeshiva University
1300 Morris Park AveBronxNY10461131624225501C3154867RESEARCH
YouGov America Inc
285 Hamilton AvePalo AltoCA9430198054717343000RESEARCH
Affinergy Inc
PO Box 14650DurhamNC2770955082607498550
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants156TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations21TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Anton Mavretic17247
STUDENT FINANCIAL AID14400324355553COSTTUITION OFFSET

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE I, PART I, LINE 2Identifier
Return ReferenceThe University assigns responsibility for monitoring the use of grantReturnReference
Explanationfunds inside of the United States to the POST AWARD FINANCIAL OPERATIONS. This office monitors all grant making activity including COMPLIANCE WITH all applicablE regulations. Expenses are accounted for on an accrual basis. Schedule I, Part III BOSTON UNIVERSITY MAKES EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Robert A Brown
PRESIDENT791500963132668652762651430943
Martin J Howard
SR VP, CFO & TREASURER407066229483324023423486677
Todd LC Klipp
SR VP, GEN COUNSEL & SECRETARY500797568523324027112618001
Jean Morrison
UNIVERSITY PROVOST55804770396184823813266
Karen H Antman
MEDICAL CAMPUS PROVOST64100057175332401023732438
GARY W NICKSA
SR VP FOR OPERATIONS387097164263324027145463908
Joseph P Mercurio
EXECUTIVE VP (RETIRED)2200079109627434840530
David Campbell
FORMER PROVOST4267955109933240130759641893
PETER CUSATO
VP AUXILIARY SVCS (RETIRED)1545977123051558282000
BARRY ZUCKERMAN
PROFESSOR & PHYSICIAN00000332401785711549412945590080928500
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON30489169822923240271251053485000
WILLIAM CREEVY
PROFESSOR & PHYSICIAN0000033240250129966332415130069686800
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER5075006950682697783200004000000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSCHEDULE J, PART IIdentifier
ExplanationWILLIAM CREEVY, BARRY ZUCKERMAN, AND PUSHKAR MEHRA ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK IN CONNECTION WITH THE BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS ALSO COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL AND MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK DONE AT THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. SCHEDULE J, PART I, LINE 1A (1) As a condition of employment and for the convenience of the University, President ROBERT Brown, PROVOST JEAN MORRISON, AND FORMER Provost David Campbell were all required to live in University residences. AMOUNTS REPORTED IN COLUMN D INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON an independent opinion of value and without any allocation or reduction for University use of the premises, FOR PRESIDENT BROWN ($257,663), PROVOST MORRISON ($159,381), AND DR. CAMPBELL ($86,618). DR. CAMPBELL WAS ALSO PROVIDED TUITION REMISSION BENEFITS OF $19,080. (2) First-Class Travel: In accordance with the University's Travel and Business Expense Guidelines, all employees are reimbursed for economy airfare. Exceptions for travel involving an extended period of travel time ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. The President's employment agreement allows for first-class travel. Travel for business purposes, INCLUDING FIRST-CLASS TRAVEL, is not included in taxable wages. THE PRESIDENT IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2012. (3) Travel for Companions: In accordance with the TERMS OF THE University's Travel and Business Expense Guidelines, Boston University allows companion travel for bona fide business purposes. All such cases require the prior written approval OF AN AUTHORIZED SENIOR EXECUTIVE. The President's employment agreement allows for spousal travel. COMPANION Travel for business purposes is not included in taxable wages. THE PRESIDENT IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2012. (4) TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: FROM TIME TO TIME, BOSTON UNIVERSITY MAY PROVIDE CERTAIN PAYMENTS THAT HAVE BEEN GROSSED-UP FOR TAX PURPOSES. ALL SUCH CASES INVOLVING THE UNIVERSITY'S SENIOR EXECUTIVES REQUIRE THE APPROVAL OF THE BOARD OF TRUSTEES. FOR CALENDAR YEAR 2012, NO INDIVIDUAL REPORTED IN FORM 990, PART VII RECEIVED THIS BENEFIT. Schedule J, Part I, Line 4a AS A RESULT OF A CHANGE IN ROLES AND RESPONSIBILITIES AND IN RECOGNITION OF 36 YEARS OF SERVICE, BARRY ZUCKERMAN RECEIVED A PAYMENT OF $786,295 IN CALENDAR YEAR 2012 WHICH IS REPORTED ON SCHEDULE J, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 4B (1) UNDER A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, ON AUGUST 1, 2012, PRESIDENT BROWN RECEIVED A CREDIT EQUAL TO 30% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PRESIDENT BROWN'S RIGHTS IN THE PLAN WILL BECOME VESTED ON AUGUST 1, 2015, AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $233,625 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2012 AND IS REPORTED ON SCHEDULE J, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) AS A RESULT OF COMMITMENTS MADE TO JOSEPH MERCURIO WHILE HE SERVED AS EXECUTIVE VICE PRESIDENT, CERTAIN COMPENSATION AND RETIREMENT BENEFITS WERE EARNED AND ACCRUED OVER MORE THAN 37 YEARS OF SERVICE. THE SUM of $791,096 was paid to MR. Mercurio in calendar year 2012 and is REPORTED on Schedule J, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. (3) AS A RESULT OF COMMITMENTS MADE TO PETER CUSATO WHILE HE SERVED AS VICE PRESIDENT FOR AUXILLARY SERVICES, CERTAIN COMPENSATION AND RETIREMENT BENEFITS WERE EARNED AND ACCRUED OVER MORE THAN 32 YEARS OF SERVICE. THE SUM OF $1,545,977 WAS PAID TO MR. CUSATO IN CALENDAR YEAR 2012 AND IS REPORTED ON SCHEDULE J, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. (4) Amounts reported in Schedule J, Column B(III) as Other Reportable Compensation, include contributions made by the University in calendar year 2012 to a supplemental nonqualified retirement plan to provide future retirements benefits to TODD KLIPP. SCHEDULE J, PART I, LINE 7 AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS. SCHEDULE J, PART II THIS SCHEDULE includes each of the University's CURRENT AND FORMER officers, trustees, key employees, and five most highly compensated employees for whom the sum of calendar year 2012 reportable compensation and other compensation from the organization and related entities was greater than $150,000. TRUSTEE KATHERYN PFISTERER DARR'S compensation IS NOT INCLUDED BECAUSE IT WAS LESS THAN $150,000.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MASS HEALTH AND EDU FAC AUTH-SERIES S
A04245601157586CBR52004-03-1035348869CAPITAL PROJECT, PROP ACQfalsefalsefalse
MASS DEV FIN AGENCY - SERIES T1
B04343181457583RBR52005-06-29172664008CAPITAL PROJECT, PROP ACQfalsefalsefalse
MASS DEV FIN AGENCY - SERIES U1 U2 U3 U4 U5U6
C04343181457583EWA92008-05-15536365000PARTIAL REFUND/CAP PROJ/PROP Afalsefalsefalse
MASS DEV FIN AGENCY - SERIES V1 V2 V3
D04343181457583RQ322009-12-01117370000REFUNDINGfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A00354978330003554251506076033636332002004falsefalsetruetrue
B00184106197000100853449819460178115717002007falsefalsetruetrue
C00539836174000863269727358020274554733550000002012truefalsetruetrue
D001173700000003950000001169750000truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrsPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUse
Afalsetruetruetruetruetrue0falsefalsefalsetrue
Bfalsetruetruetruetruetrue0falsefalsefalsetrue0.013400.01340
Cfalsetruetruetruetruetrue0falsefalsefalsetrue
D0

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqsSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminated
0
Afalsefalsetruefalsefalsefalsefalse0falsetrue
0
Bfalsefalsefalsetruefalsefalsefalse0truetrue
SEE PART VI
Cfalsefalsefalsetruetruetruefalse0truetruefalsefalse
0
Dfalsetruetruefalsefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SCHEDULE K, PART I, LINE C0MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT OF $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS. SCHEDULE K, PART I, LINE D MDFA SERIES V1, V2 AND V3 BONDS IN THE AMOUNT OF $117,370,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES U-6B AND U-6D BONDS IN THE AMOUNT OF $73,370,000 AND MASSACHUSETTS HEFA SERIES H BONDS IN THE AMOUNT OF $44,000,000. SCHEDULE K, PART II, LINE 7, COLUMNS A-D COLUMN A: COST OF ISSUANCE IN THE AMOUNT OF $355,425 IS COMPRISED OF ISSUANCE COSTS TOTALING $197,925 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $157,500. COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $1,008,534 IS COMPRISED OF ISSUANCE COSTS TOTALING $276,204 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $732,330. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $863,269 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $498,602. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $395,000 IS COMPRISED OF ISSUANCE COSTS TOTALING $150,179 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $244,821. SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-C (INCLUDING SERIES X BOND) The University finances capital projects with both equity and debt and made a timely election to allocate equity proceeds to any private business use for the referenced debt issues. If private business use for the referenced debt issues does not exceed the equity allocation, the private business use is reported as 0.00%. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION FOR THE SERIES T1 BOND WAS PERFORMED IN JUNE 2010. THE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2013. SCHEDULE K, PART IV, LINES 3A & 3B, COLUMN C THE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA - SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS. SCHEDULE K, PART IV, LINE 5, COLUMNS B-C UNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD. SCHEDULE K, PART II, LINE 3, COLUMN A (SERIES X BOND) RECONCILIATION OF ISSUE PRICE TO TOTAL GROSS PROCEEDS AT 6/30/13: ISSUE PRICE 120,736,790 INVESTMENT EARNINGS 9,890 GROSS PROCEEDS AT 6/30/13 120,746,680
SCHEDULE K, PART II, LINE 7, COLUMN A (SERIES X BOND)0COST OF ISSUANCE IN THE AMOUNT OF $733,876 IS COMPRISED OF ISSUANCE COSTS TOTALING $433,549 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $300,327.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1(E) MASS DEV FIN AGENCY - SERIES X (2013)BusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN043431814IssuerEIN
CUSIP Number57583UVL9CUSIPNumber
Date Issued2013-04-30DateIssued
Issue Price120736790IssuePrice
Description Of PurposeCAPITAL PROJECTSDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds120746680TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds733876IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures27954255CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent92058549AmountUnspent
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadefalseFinalAllocationMade

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementstrueAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtytrueMngmentCntrctBondFinancdPrprty
Engage Bond Counsel ContractstrueEngageBondCounselContracts
Any Research AgreementstrueAnyResearchAgreements
Engage Bond Counsel ResearchtrueEngageBondCounselResearch
Prcntge Prvt Business Use By Others0PrcntgePrvtBusinessUseByOthers
Bond Iss Meet Prvt Security Pay TestfalseBondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed PropfalseChangeInUseBondFinancedProp
Remedial Action TakenfalseRemedialActionTaken
Non Qualified Bond Remed ProcdrstrueNonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiled
Rebate Not Due YettrueRebateNotDueYet
Exception To RebatefalseExceptionToRebate
No Rebate DuefalseNoRebateDue
Variable Rate IssuefalseVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Written Proc To Monitor ReqstrueWrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective ActiontrueProcToUndertkCorrectiveAction

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
IRON MOUNTAIN INC
SEE PART V167924SEE PART Vfalse
J LAWFORD ANDERSON
SEE PART V169812EMPLOYMENT COMPENSATIONfalse
ANDREA MERCURIO
SEE PART V99271EMPLOYMENT COMPENSATIONfalse
ANTONIO MERCURIO
SEE PART V65903EMPLOYMENT COMPENSATIONfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSCHEDULE L, PART IV, COLUMN CIdentifier
ExplanationCOMPENSATION OF FAMILY MEMBERS INCLUDES TUITION REMISSION, IF APPLICABLE. SCHEDULE L, PART IV, LINE 1 (B) A FAMILY MEMBER OF TRUSTEE CARLA E. MEYER SERVES ON THE BOARD OF DIRECTORS OF IRON MOUNTAIN, INC. THE UNIVERSITY'S RELATIONSHIP WITH IRON MOUNTAIN PREDATES MS. MEYER'S BECOMING A TRUSTEE. (D) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS THE COST OF ARCHIVING AND DIGITAL IMAGING SERVICES PURCHASED BY THE UNIVERSITY FOR RECORDS STORAGE. SCHEDULE L, PART IV, LINE 2 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF RETIRED EXECUTIVE VICE PRESIDENT JOSEPH P. MERCURIO. SCHEDULE L, PART IV, LINE 4 (B) FAMILY MEMBER (NOW DECEASED) OF RETIRED EXECUTIVE VICE PRESIDENT JOSEPH P. MERCURIO.Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9901998NoncashContribsRptdF990
Method Of Determining RevenuesINDEP. APPRAISALMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990122709NoncashContribsRptdF990
Method Of Determining RevenuesINDEP. APPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions159NumberOfContributions
Noncash Contribs Rptd F99024916168NoncashContribsRptdF990
Method Of Determining RevenuesMEAN PRICE ON DATEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XEVENT SUPPORT49590EVENT SUPPORT COST
XEQUIPMENT - MEDICAL, RESEARCH, EDUCATIONAL, ETC.101179093INDEP. APPRAISAL
XDONATED AUCTION ITEMS118390112INDEP. APPRAISAL
FieldValueIRS element (for citing)
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE M, PART IIdentifier
Return ReferenceTHE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENTReturnReference
ExplanationCONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS. SCHEDULE M, PART I, LINE 32B The UNIVERSITY uses a trading brokerage account at NORTHERN TRUST to receive and sell gifts of marketable securities. The bank charges the University a commission when each security is sold.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
organization's missionFORM 990, PART I, LINE 1 & PART III, LINE 1BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY. FORM 990, PART III, LINE 4A INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP AND RESEARCH AND IN PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 16 SCHOOLS AND COLLEGES ON OUR TWO CAMPUSES, WE OFFER OUR STUDENTS MORE THAN 250 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. OUR STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH STUDY-ABROAD PROGRAMS OFFERING OPPORTUNITIES IN MORE THAN 75 PROGRAMS AND 23 FOREIGN COUNTRIES. OUR FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THROUGH THEIR RESEARCH, SCHOLARSHIP, AND CREATIVE ENDEAVORS, THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO MANAGEMENT, POETRY, AND THE PERFORMING ARTS. WE PLACE A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN EMERGING AREAS SUCH AS NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, AND GLOBAL HEALTH AND DEVELOPMENT, AS WELL AS RESEARCH AND TREATMENTS FOR EMERGING INFECTIOUS DISEASES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS.
FOREIGN ACCOUNTSFORM 990, PART V, LINE 4BTHE TRUSTEES OF BOSTON UNIVERSITY HAS BANK ACCOUNTS IN FOREIGN COUNTRIES. THESE ACCOUNTS FUND THE OPERATIONS OF THE UNIVERSITY'S UNDERGRADUATE AND GRADUATE OVERSEAS PROGRAMS. FOREIGN COUNTRIES INCLUDE (ATTACHMENT 1 CONTINUED): SPAIN SWITZERLAND UNITED KINGDOM (ENGLAND, NORTHERN IRELAND, SCOTLAND, AND WALES) ZAMBIA
FORM 990, PART V, LINE 5AIN 1998, BOSTON UNIVERSITY ENTERED INTO A TRANSACTION NOW DESCRIBED IN SECTION 4965(E). THE OTHER PARTIES TO THE TRANSACTION ARE JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, AIG-FP FUNDING (CAYMAN) LIMITED, AIG-FP SPECIAL FINANCE (CAYMAN) LIMITED, AND WILMINGTON TRUST COMPANY, AS TRUSTEE. ALL INCOME EARNED BY THE UNIVERSITY FROM THIS TRANSACTION WAS ALLOCATED, IN ACCORDANCE WITH THE UNIVERSITY'S ESTABLISHED ACCOUNTING METHODS, TO ITS FISCAL YEAR ENDING JUNE 30, 1998. FORM 990, PART VI, SECTION A, LINE 1A WITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE 10 OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES ALICIA C. MULLEN AND STEPHEN KARP ARE BOTH BOARD MEMBERS OF THE NANTUCKET PROJECT LLC, WHICH ACQUIRED BUSINESS SERVICES WORTH MORE THAN $10,000 FROM THE WHITE ELEPHANT, IN WHICH STEPHEN KARP HAS A MATERIAL OWNERSHIP INTEREST. SUCH SERVICES WERE PROVIDED AT FAIR MARKET VALUE OR LESS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE UNIVERSITY'S COMPTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, PRICEWATERHOUSECOOPERS, IS INVOLVED THROUGHOUT THE PROCESS OF PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE INTRANET SITE BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS , KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH HE OR SHE IS INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE WILL DETERMINE WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION SHALL BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE WILL DETERMINE WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE SHALL PROVIDE SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15B EACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION OF THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND THE SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE EXECUTIVE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY. Form 990, Part VI, SECTION C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE.
Form 990, Part VII, Section AROBERT A. BROWN, PRESIDENT OF BOSTON UNIVERSITY, DEVOTES LESS THAN ONE HOUR PER WEEK TO MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. MARTIN J. HOWARD, OFFICER OF BOSTON UNIVERSITY, DEVOTES LESS THAN ONE HOUR PER WEEK TO BOTH 660 CORPORATION AND 520 COMMONWEALTH AVENUE REAL ESTATE CORPORATION, BOTH RELATED ORGANIZATIONS. GARY W. NICKSA, KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS EACH OR LESS PER WEEK TO BIOSQUARE REALTY TRUST AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. KAREN H. ANTMAN MD, KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES THREE HOURS OR LESS EACH PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. WILLIAM CREEVY MD, ONE OF THE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY AND PRESIDENT OF THE FACULTY PRACTICE FOUNDATION, INC, DEVOTES 54 HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. BARRY ZUCKERMAN MD DEVOTES 50 HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. PUSHKAR MEHRA DMD DEVOTES 50 HOURS OR LESS PER WEEK TO THE ORAL SURGERY GROUP PRACTICE. KATHERYN PFISTERER DARR WAS COMPENSATED AS A FACULTY MEMBER, NOT AS TRUSTEE. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES NET ACTUARIAL GAINS $ LOSSES: -$2,543,000 GAIN/LOSS ON NON INVESTMENT ASSETS: -$8,711,332 NON OPERATING GIFTS $ GRANTS: $6,607,541 OTHER CHANGES: $437,669 TOTAL: -$4,209,122

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeBusiness Name Line1DirectControllingEntityName/BusinessNameLine1EOY AssetsEOYAssets
Lure Restaurant Group LLC
650 Beacon Street S 501BostonMA02215800032198RestaurantMA2476041BU TRUSTEES
University Inn LLC
650 Beacon Street S 501BostonMA02215043493329HotelMA616216BU TRUSTEES
HAWTHORNE LOUNGE LLC
500A COMMONWEALTH AVENUEBOSTONMA02215451859454LOUNGEMA530891BU TRUSTEES
BU FUNDING LLC
108 BAY STATE ROADBOSTONMA02215870773653LLCMABU TRUSTEES53014000

Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
Boston Emergency Physician Foundation
860 Harrison AvenueBostonMA02118043286156MedicineMA501(C)(3)11c III-FInafalse
Boston Rehabilitation Med Assoc Inc
732 Harrison AvenueBostonMA02118043286641MedicineMA501(C)(3)11c III-FInafalse
BU Cardiac & Thoracic Surgical Fdn Inc
88 E Newton StreetBostonMA02118042966416MedicineMA501(C)(3)11c III-FInafalse
Boston University Dermatology Inc
49 Pearl StreetBrocktonMA02301043335166MedicineMA501(C)(3)11c III-FInafalse
BU Dermatology Support Services I Inc
49 Pearl StreetBrocktonMA02301043452877MedicineMA501(C)(3)11c III-FInafalse
BU Dermatology Support Services II Inc
49 Pearl StreetBrocktonMA02301043452874MedicineMA501(C)(3)11c III-FInafalse
Boston University Eye Associates Inc
720 Harrison Avenue 10th FlBostonMA02118043137333MedicineMA501(C)(3)11c III-FInafalse
Boston University Family Medicine Inc
1 Boston Medical Ctr Pl Suite 2BostonMA02118043354353MedicineMA501(C)(3)11c III-FInafalse
BU General Surgical Associates Inc
720 Harrison Avenue Suite 700BostonMA02118043265008MedicineMA501(C)(3)11c III-FInafalse
BU Mallory Pathology Associates Inc
784 Massachusetts AvenueBostonMA02118042794543MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Anesthesiologists Inc
88 East Newton StreetBostonMA02118043276227MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Urologists Inc
720 Harrison AvenueBostonMA02118043286643MedicineMA501(C)(3)11c III-FInafalse
BU Neurology Associates Inc
720 Harrison Avenue 707BostonMA02118043428462MedicineMA501(C)(3)11c III-FInafalse
BU Neurosurgical Associates Inc
88 East Newton StreetBostonMA02118043296068MedicineMA501(C)(3)11c III-FInafalse
BU Obstetrics & Gynecology Fdn Inc
750 Harrison Avenue Suite 1105BostonMA02118043067465MedicineMA501(C)(3)11c III-FInafalse
BU Orthopaedic Surgical Associates Inc
720 Harrison Avenue 808BostonMA02118043354360MedicineMA501(C)(3)11c III-FInafalse
BU Plastic Surgery Association Inc
720 Harrison Avenue Suite 906BostonMA02118043555478MedicineMA501(C)(3)11c III-FInafalse
BU Psychiatry Associates Inc
720 Harrison Avenue Suite 906BostonMA02118043355267MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Radiologists Inc
88 East Newton StreetBostonMA02118043283573MedicineMA501(C)(3)11c III-FInafalse
BU Surgical Associates Inc
660 Harrison Avenue 3rd FloorBostonMA02118043291148MedicineMA501(C)(3)11c III-FInafalse
Child Health Foundation of Boston Inc
1 Boston Medical Center PlaceBostonMA02118042472758MedicineMA501(C)(3)11c III-FInafalse
Evans Medical Foundation Inc
88 East Newton Street 107BostonMA02118510172171MedicineMA501(C)(3)11c III-FInafalse
BU MEDICAL CENTER OTOLARYNGOLOGIC FDN
820 HARRISON AVE FGH BLDG 4 FLBOSTONMA02118043156471HEALTHCAREMA501(C)(3)11c III-FINAfalse
Faculty Practice Foundation Inc
660 Harrison Avenue 3rd FloorBostonMA02118043289381MedicineMA501(C)(3)11b IInafalse
Mercond Inc
881 Commonwealth AvenueBostonMA02215043099628Holding Co.MA501(C)(2)n/aBU TRUSTEEStrue
THE MASS GREEN HIGH PERF COMPUTING CTR
77 MASS AVECAMBRIDGEMA02139273014805RESEARCH CTRMA501(C)(3)11A-INAfalse
MGHPCC HOLYOKE INC
77 MASS AVECAMBRIDGEMA02139452257442RESEARCH CTRMA501(C)(3)11A-INAfalse
BOSTON UNIVERSITY (USA) LONDON CHARITY
EDU. SUPPORTN/ABU TRUSTEEStrue5-10 ST PAULS CHURCHYARDLONDONUKEC4M 8ALUK
EAST CONCORD MEDICAL FOUNDATION INC
88 E NEWTON STREETBOSTONMA02118046048207EDU. SUPPORTMA11C III-FI501(C)(3)NAfalse
BOSTON UNIVERSITY FOUNDATION - INDIA
EDU. SUPPORTN/ABU TRUSTEEStrueS-505 LGF GREATER KAILASH-11NEW DELHIIN110048IN

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodePrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Share Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnershipAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileState
EUSA LLP
1A QUEENSBERRY PLACELONDONUKSW7 2DLEDUCATIONUKBU EUREUSA LLP107243178621falsefalse1.00000
SMALLPHARMA LLC
R&D MFG520 CORP21385falsetrue0.99000881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215043398901MA

Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipControlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
520 Commonwealth Avenue Real Estate Corp
881 Commonwealth AvenueBostonMA02215042272027Real EstateMABU TRUSTEESc Corp7537946102772351.00000true
LURE RESTAURANT GROUPEastern Standard
650 Beacon Street Suite 501BostonMA02215202680347RestaurantMABU TRUSTEESS Corp35458111.00000true
CHARITABLE REMAINDER TRUSTS (14)
SUPPORTMABU TRUSTEESTRUST
BOSTON UNIVERSITY (USA) EUROPE LIMITED
EDU. SUPPORTBU(USA)LONDONCORP-175511111091.00000true1A QUEENSBERRY PLACELONDONUKSW7 2DLUK
EUSA (UK) LIMITED
EDU. SUPPORTBU(USA)EUROPECORP-408611.00000true1A QUEENSBERRY PLACELONDONUKSW7 2DLUK
660 CORPORATION
881 COMMONWEALTH AVENUEBOSTONMA02215042787737CONVENIENT STMA520 CORPCORP.724229593944291.00000true
AKEAH INC
881 COMMONWEALTH AVENUEBOSTONMA02215043003380LESSOR OF REMA520 CORPCORP.2956514596251.00000true
COSIF
EDU. SUPPORTBU(USA)EUROPECORP.-3938863771.00000trueVIRIATO 73 BAJO DERECHAMADRIDSP28010SP
EUSA SARL
EDU. SUPPORTEUSA LLPCORP.-775962771.00000trueRUE DES PIERRES-DUE-NITON 17-19GENEVESZ1207SZ
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
520 COMMONWEALTH AVENUE REAL ESTATE CORP
J609252ACTUAL PAYMENT
520 COMMONWEALTH AVENUE REAL ESTATE CORP
O200000ACTUAL PAYMENT