TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349304729
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T13:38:32-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103634 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF TUFTS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 6176273264 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| Address Line2 | Attn Tax Dept | AddressLine2 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS S MCGURTY | Name |
| Title | VP FIN/TREASURER | Title |
| Date Signed | 2014-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS UNIVERSITY | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY P MONACO | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1880302730 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TUFTS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1852 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION AND RESEARCH | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11617 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 107655 | TotalGrossUBI |
| Contributions Grants Prior Year | 205879619 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 209152025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 559144472 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 580552383 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37260018 | InvestmentIncomePriorYear |
| Investment Income Current Year | 105499303 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3579690 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3263051 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 805863799 | TotalRevenuePriorYear |
| Total Revenue Current Year | 898466762 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 125208139 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 131739951 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 436242443 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 455200351 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1341302 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1184109 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18622698 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 261492262 | OtherExpensePriorYear |
| Other Expenses Current Year | 279824276 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 824284146 | TotalExpensesPriorYear |
| Total Expenses Current Year | 867948687 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18420347 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 30518075 | RevenuesLessExpensesCY |
| Total Assets BOY | 2873083496 | TotalAssetsBOY |
| Total Assets EOY | 2981550363 | TotalAssetsEOY |
| Total Liabilities BOY | 924254950 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 904899345 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1948828546 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2076651018 | NetAssetsOrFundBalancesEOY |
| Mission Description | TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 447811525 | Expense |
| Grants | 114311707 | Grants |
| Revenue | 431043661 | Revenue |
| Description | INSTRUCTION - DURING THE 2012-2013 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,396 UNDERGRADUATE, 1,331 GRADUATE AND 482 PROFESSIONAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 268733709 | Expense |
| Grants | 17428244 | Grants |
| Revenue | 94524786 | Revenue |
| Description | RESEARCH -THERE WERE 1,414 GOVERNMENT AND 638 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2013. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 54182120 | Expense |
| Grants | 0 | Grants |
| Revenue | 52915325 | Revenue |
| Description | AUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2013 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,511 STUDENTS. APPROXIMATELY 4,268 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 770727354 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 2070 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11617 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | GH | NameOfForeignCountry |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas S McGurty VP FinTreasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176273264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 Holland Street | AddressLine1 |
| City | Somerville | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (71 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY P MONACO | ||||||||||
| PRESIDENT & TRUSTEE | 50.00 | 1.00 | X | X | 705728 | 0 | 110481 | |||
| JAMES A STERN | ||||||||||
| CHAIRMAN - BOARD OF TRUSTEES | 3.00 | X | X | 0 | 0 | 0 | ||||
| JONATHAN M TISCH | ||||||||||
| TRUSTEE - VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||||
| PETER R DOLAN | ||||||||||
| TRUSTEE - VICE CHAIR & CHAIR DESIGNATE | 3.00 | X | X | 0 | 0 | 0 | ||||
| WILLIAM R O'REILLY JR | ||||||||||
| TRUSTEE - VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||||
| A DANA CALLOW JR | ||||||||||
| TRUSTEE - END DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| ALFRED I TAUBER | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| ALISON M BREED | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| ANDREW LIVERIS | ||||||||||
| TRUSTEE - END DATE 06/30/13 | 3.00 | X | 0 | 0 | 0 | |||||
| ANDREW SAFRAN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| ANTHONY D CORTESE | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| BETSY BUSCH | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| BRIAN H KAVOOGIAN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DANIEL A KRAFT | ||||||||||
| TRUSTEE - END DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| DANIEL J DOHERTY III | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DAVID B RONE | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DEBORAH R JOSPIN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DEBRA S KNEZ | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DIANE HESSAN | ||||||||||
| TRUSTEE - START DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| EDWARD M SWAN JR | ||||||||||
| TRUSTEE - END DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| ELLEN J KULLMAN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| FARES I FARES | ||||||||||
| TRUSTEE - END DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| GLORIA WHITE-HAMMOND | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| HUGH R ROOME III | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| IOANNIS MIAOULIS | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JAMES J WONG | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JANIS SAVIN-WILLIAMS | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JEANNIE H DIEFENDERFER | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JEFFREY B KINDLER | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JEFFREY M MOSLOW | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| JOHN H DEJONG | ||||||||||
| TRUSTEE - START DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| KAREN M PRITZKER | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| KATHLEEN A MCCARTNEY | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| KATHLEEN O'LOUGHLIN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| LAURIE A GABRIEL | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| MICHAEL S GORDAN | ||||||||||
| TRUSTEE - START DATE 11/03/12 | 3.00 | X | 0 | 0 | 0 | |||||
| NEAL B SHAPIRO | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| ROBERT R BENDETSON | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| SETH I MERRIN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| STEVEN A GOLDSTEIN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| STEVEN M GALBRAITH | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| TERI COLEMAN VOLPERT | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| THOMAS M ALPERIN | ||||||||||
| CHARTER TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| TINA SURH | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| VARNEY J HINTLIAN | ||||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||||
| DARLEEN PATRICIA KARP | ||||||||||
| ASSOCIATE TREASURER - END DATE 01/18/13 | 40.00 | X | 166666 | 0 | 29036 | |||||
| DAVID J KAHLE | ||||||||||
| VP & CHIEF INFORMATION OFFICER | 40.00 | X | 282292 | 0 | 62796 | |||||
| DAVID R HARRIS | ||||||||||
| PROVOST & SR VP - START DATE 07/01/12 | 40.00 | X | 426097 | 0 | 45454 | |||||
| ERIC C JOHNSON | ||||||||||
| VP UNIVERSITY ADVANCEMENT | 40.00 | X | 311694 | 0 | 53929 | |||||
| GEORGE A HIBBARD | ||||||||||
| ASSISTANT TREASURER - START DATE 02/09/13 | 40.00 | X | 127054 | 0 | 13693 | |||||
| KATHLEEN CRONIN | ||||||||||
| VP HUMAN RESOURCES - END DATE 06/30/13 | 40.00 | X | 213413 | 0 | 51954 | |||||
| LINDA L SNYDER | ||||||||||
| VP FOR OPERATIONS - START DATE 10/09/12 | 40.00 | 2.00 | X | 58880 | 0 | 7901 | ||||
| MARGARET E NEWELL | ||||||||||
| PROVOST & SR VP AD INTERIM - END DATE 11/01/12 | 40.00 | 0.50 | X | 394031 | 0 | 41218 | ||||
| MARY R JEKA | ||||||||||
| SR VP, UNIVERSITY RELATIONS | 40.00 | X | 334239 | 0 | 52537 | |||||
| MICHAEL A BAENEN | ||||||||||
| CHIEF OF STAFF | 40.00 | X | 153065 | 0 | 28770 | |||||
| PATRICIA L CAMPBELL | ||||||||||
| EXECUTIVE VP | 40.00 | X | 460631 | 0 | 57997 | |||||
| PAUL J TRINGALE | ||||||||||
| SECRETARY OF THE CORPORATION | 40.00 | X | 120579 | 0 | 19893 | |||||
| RICHARD REYNOLDS | ||||||||||
| VP FOR OPERATIONS - END DATE 10/09/12 | 40.00 | 0.50 | X | 218368 | 0 | 23871 | ||||
| THOMAS S MCGURTY | ||||||||||
| VP FINANCE & TREASURER | 40.00 | 2.00 | X | 323768 | 0 | 62369 | ||||
| DEBORAH T KOCHEVAR | ||||||||||
| DEAN CUMMINGS SCHOOL | 40.00 | 1.00 | 239853 | 0 | 54916 | X | ||||
| HARRIS A BERMAN | ||||||||||
| DEAN MEDICAL SCHOOL | 40.00 | 1.00 | 432378 | 0 | 50726 | X | ||||
| HUW THOMAS | ||||||||||
| DEAN DENTAL SCHOOL | 40.00 | 379400 | 0 | 42486 | X | |||||
| JOANNE E BERGER-SWEENEY | ||||||||||
| DEAN ARTS & SCIENCES | 40.00 | 296569 | 0 | 63189 | X | |||||
| LINDA M ABRIOLA | ||||||||||
| DEAN ENGINEERING | 40.00 | 284681 | 0 | 55911 | X | |||||
| NAOMI ROSENBERG | ||||||||||
| DEAN SACKLER SCHOOL | 40.00 | 245689 | 0 | 48914 | X | |||||
| CATHERINE HAYES | ||||||||||
| PROFESSOR & CHAIR | 40.00 | 557203 | 0 | 0 | X | |||||
| MARIA PAPAGEORGE | ||||||||||
| PROFESSOR & CHAIR | 40.00 | 572664 | 0 | 71223 | X | |||||
| PAMELA CROTTY YELICK | ||||||||||
| PROFESSOR | 40.00 | 479157 | 0 | 29000 | X | |||||
| RENEE R NADLER | ||||||||||
| DIRECTOR OF INVESTMENTS | 40.00 | 1.00 | 392289 | 0 | 133915 | X | ||||
| SALLY DUNGAN | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 1.00 | 587435 | 0 | 200426 | X | ||||
| BRIAN K LEE | ||||||||||
| SR VP, UNIVERSITY ADVANCEMENT - END DATE 02/29/12 | 40.00 | 126290 | 0 | 23068 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8890113 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1435673 | TotalOtherCompensation |
| Number Individuals GT100 K | 916 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLUMBIA CONSTRUCTION CO | |||||
| 100 RIVERPARK DRIVE | NORTH READING | MA | 01864 | CONSTRUCTION | 18413390 |
| UGL SERVICES UNICCO OPERATIONS CO | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60677 | CLEANING | 10910817 |
| BARR & BARR INC | |||||
| 260 COCHITUATE ROAD 2ND FLOOR | FRAMINGHAM | MA | 01701 | CONSTRUCTION | 7083871 |
| STANMAR INC | |||||
| 321 COMMONWEALTH ROAD SUITE 201 | WAYLAND | MA | 01778 | CONSTRUCTION | 6715496 |
| STRUCTURE TONE INC | |||||
| 711 ATLANTIC AVENUE | BOSTON | MA | 02111 | CONSTRUCTION | 5700303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 162 | NumberOfContractorsGT100K |
| Government Grants | 136250715 | GovernmentGrants |
| All Other Contributions | 72901310 | AllOtherContributions |
| Noncash Contributions | 3157283 | NoncashContributions |
| Total Contributions | 209152025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INSTRUCTION | 900099 | 431043661 | 431043661 | |
| CLINICAL AND OTHER EDUCATION | 541900 | 96427332 | 94524786 | 1902546 |
| AUXILLIARY ENTERPRISES | 900099 | 53081390 | 52915325 | 166065 |
| 0 | ||||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 580552383 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16182295 | TotalRevenueColumn |
| Exclusion | $16,182,295 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2955115 | TotalRevenueColumn |
| Exclusion | $2,955,115 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2503491 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2195555 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 307936 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 307936 | TotalRevenueColumn |
| Exclusion | $307,936 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1068957421 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 979640413 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89317008 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89317008 | TotalRevenueColumn |
| Unrelated Business Revenue | -1960956 | UnrelatedBusinessRevenue |
| Exclusion | $91,277,964 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| Total Revenue ColumnTotalRevenueColumn |
|---|
| 0 |
| 0 |
| 0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 898466762 | TotalRevenueColumn |
| Related Or Exempt Function Income | 578483772 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 107655 | UnrelatedBusinessRevenue |
| Exclusion | $110,723,310 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15032685 | Total |
| Program Services | 15032685 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112738217 | Total |
| Program Services | 112738217 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3969049 | Total |
| Program Services | 3969049 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7249253 | Total |
| Program Services | 2340976 | ProgramServices |
| Management And General | 4027502 | ManagementAndGeneral |
| Fundraising | 880775 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290420 | Total |
| Program Services | 98373 | ProgramServices |
| Fundraising | 192047 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357264915 | Total |
| Program Services | 309682677 | ProgramServices |
| Management And General | 37391783 | ManagementAndGeneral |
| Fundraising | 10190455 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25797367 | Total |
| Program Services | 21815380 | ProgramServices |
| Management And General | 3192294 | ManagementAndGeneral |
| Fundraising | 789693 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43027295 | Total |
| Program Services | 36058662 | ProgramServices |
| Management And General | 5600775 | ManagementAndGeneral |
| Fundraising | 1367858 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21571101 | Total |
| Program Services | 17996127 | ProgramServices |
| Management And General | 2869096 | ManagementAndGeneral |
| Fundraising | 705878 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5628731 | Total |
| Program Services | 4822967 | ProgramServices |
| Management And General | 801166 | ManagementAndGeneral |
| Fundraising | 4598 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441811 | Total |
| Program Services | 9950 | ProgramServices |
| Management And General | 431861 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450418 | Total |
| Management And General | 450418 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184109 | Total |
| Fundraising | 1184109 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1718056 | Total |
| Program Services | 36879 | ProgramServices |
| Management And General | 1681177 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45450303 | Total |
| Program Services | 36383200 | ProgramServices |
| Management And General | 8960621 | ManagementAndGeneral |
| Fundraising | 106482 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3633 | Total |
| Fundraising | 3633 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61816377 | Total |
| Program Services | 53728411 | ProgramServices |
| Management And General | 6122084 | ManagementAndGeneral |
| Fundraising | 1965882 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6052899 | Total |
| Program Services | 3211875 | ProgramServices |
| Management And General | 2703864 | ManagementAndGeneral |
| Fundraising | 137160 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2028702 | Total |
| Program Services | 2028702 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34487697 | Total |
| Program Services | 33531344 | ProgramServices |
| Management And General | 956353 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12376154 | Total |
| Program Services | 11461683 | ProgramServices |
| Management And General | 534991 | ManagementAndGeneral |
| Fundraising | 379480 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4864853 | Total |
| Program Services | 3511932 | ProgramServices |
| Management And General | 860231 | ManagementAndGeneral |
| Fundraising | 492690 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28951240 | Total |
| Program Services | 28148415 | ProgramServices |
| Management And General | 802825 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41713488 | Total |
| Program Services | 40556762 | ProgramServices |
| Management And General | 1156726 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS | 9553552 | 9298994 | 35353 | 219205 |
| SUBSIDIARY EXPENSE-TVET | 7452369 | 7452369 | ||
| EQUIPMENT PURCHASES | 9005274 | 8992173 | 13101 | |
| GOODS AND SERVICES | 6171951 | 6170434 | 914 | 603 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656768 | Total |
| Program Services | 1649118 | ProgramServices |
| Management And General | 5500 | ManagementAndGeneral |
| Fundraising | 2150 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 867948687 | Total |
| Program Services | 770727354 | ProgramServices |
| Management And General | 78598635 | ManagementAndGeneral |
| Fundraising | 18622698 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47103042 | BOY |
| EOY | 37552250 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64208791 | BOY |
| EOY | 51855321 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9996686 | BOY |
| EOY | 11780260 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59809271 | BOY |
| EOY | 58674167 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413855 | BOY |
| EOY | 446838 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7063984 | BOY |
| EOY | 7625053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1349285198 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 569063808 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752178968 | BOY |
| EOY | 780221390 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371829668 | BOY |
| EOY | 371695412 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1421170510 | BOY |
| EOY | 1519903522 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24566685 | BOY |
| EOY | 25505338 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114742036 | BOY |
| EOY | 116290812 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2873083496 | BOY |
| EOY | 2981550363 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119918438 | BOY |
| EOY | 133521988 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57623315 | BOY |
| EOY | 57160202 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637599568 | BOY |
| EOY | 630794290 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1917357 | BOY |
| EOY | 2495552 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107196272 | BOY |
| EOY | 80927313 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924254950 | BOY |
| EOY | 904899345 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019939798 | BOY |
| EOY | 1112194260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404006824 | BOY |
| EOY | 426846458 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524881924 | BOY |
| EOY | 537610300 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1948828546 | BOY |
| EOY | 2076651018 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2873083496 | BOY |
| EOY | 2981550363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 30518075 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 68185531 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 29118866 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 450418 | FilingOrganizationsTotals |
| Affiliated Group Totals | 450418 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 450418 | FilingOrganizationsTotals |
| Affiliated Group Totals | 450418 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 848875571 | FilingOrganizationsTotals |
| Affiliated Group Totals | 887280864 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 849325989 | FilingOrganizationsTotals |
| Affiliated Group Totals | 887731282 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 345173 | CurrentYearMinus3 |
| Current Year Minus2 | 328735 | CurrentYearMinus2 |
| Current Year Minus1 | 402965 | CurrentYearMinus1 |
| Current Year | 450418 | CurrentYear |
| Total | 1527291 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 81200 | RevenuesIncluded |
| Assets In Part X | 5471336 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1386696958 | BeginningOfYearBalance |
| Contributions | 11124069 | Contributions |
| Investment Earnings Or Losses | 159776163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 16256087 | GrantsOrScholarships |
| Other Expenditures | 63959588 | OtherExpenditures |
| Administrative Expenses | 5026265 | AdministrativeExpenses |
| End Of Year Balance | 1472355250 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1445680252 | BeginningOfYearBalance |
| Contributions | 8004599 | Contributions |
| Investment Earnings Or Losses | 8206782 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14978246 | GrantsOrScholarships |
| Other Expenditures | 56013800 | OtherExpenditures |
| Administrative Expenses | 4202629 | AdministrativeExpenses |
| End Of Year Balance | 1386696958 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1252970860 | BeginningOfYearBalance |
| Contributions | 24333842 | Contributions |
| Investment Earnings Or Losses | 227385906 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15794246 | GrantsOrScholarships |
| Other Expenditures | 39266184 | OtherExpenditures |
| Administrative Expenses | 3949926 | AdministrativeExpenses |
| End Of Year Balance | 1445680252 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1142107003 | BeginningOfYearBalance |
| Contributions | 18523742 | Contributions |
| Investment Earnings Or Losses | 134334800 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7965044 | GrantsOrScholarships |
| Other Expenditures | 31027541 | OtherExpenditures |
| Administrative Expenses | 3002100 | AdministrativeExpenses |
| End Of Year Balance | 1252970860 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1492298121 | BeginningOfYearBalance |
| Contributions | 15551217 | Contributions |
| Investment Earnings Or Losses | -326872018 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9676147 | GrantsOrScholarships |
| Other Expenditures | 26139694 | OtherExpenditures |
| Administrative Expenses | 3054476 | AdministrativeExpenses |
| End Of Year Balance | 1142107003 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42211716 | OtherCostOrOtherBasis |
| Book Value | 42211716 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1136263722 | OtherCostOrOtherBasis |
| Depreciation | 470326837 | Depreciation |
| Book Value | 665936885 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170809760 | OtherCostOrOtherBasis |
| Depreciation | 98736971 | Depreciation |
| Book Value | 72072789 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 780221390 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 591827444 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITIES | 283077964 | F |
| REAL ESTATE | 175878433 | F |
| COMMON TRUST EQUITY INDEX FUNDS | 371975364 | F |
| FUNDS HELD UNDER BOND AGREEMENTS | 4884 | F |
| NATURAL RESOURCES | 80793103 | F |
| OTHER INVESTMENTS | 13877509 | F |
| UNSETTLED INVESTMENTS | 2468821 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1519903522 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GOVERNMENT ADVANCES | $27,418,874 |
| INTEREST RATE AGREEMENTS | $51,509,439 |
| UNFUNDED STATUS OF POST RETIREMENT PLAN | $1,999,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 80927313 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 894955693 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 68185531 | NetUnrealizedGainsInvestments |
| Other Revenues | -73057926 | OtherRevenues |
| Revenue Not Rptd F990 | -4872395 | RevenueNotRptdF990 |
| Revenue Subtotal | 899828088 | RevenueSubtotal |
| Other Revenues Not Included | -1361326 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1361326 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 898466762 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 767133222 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11958815 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11958815 | ExpensesNotRptdF990 |
| Expenses Subtotal | 755174407 | ExpensesSubtotal |
| Other Expenses Not Included | 112774280 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 112774280 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 867948687 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | THE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS INCLUDE PRIMARILY ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH. |
| Explanation of escrow agreement | Schedule D, Part IV, Line 2b | TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES. |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | CONSOLIDATED ENTITIES REVENUE - 10856269; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1181000; CHANGE IN SPLIT INTEREST AGREEMENT - 2312399; TUITION DISCOUNT - -XXX-XX-XXXX; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 25461657; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 588833; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XI, Line 4b | INTERDEPARTMENTAL REQUISITION REVENUE - 834229; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2195555; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | INTERDEPARTMENTAL REQUISITION REVENUE - 677523; CONSOLIDATED ENTITIES EXPENSES - 11281292; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | CONSOLIDATED ENTITIES EXPENSES - 1511751; TUITION DISCOUNT - XXX-XX-XXXX; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2195555; |
| FINANCIAL STATEMENTS | SCHEDULE D, PART XI | THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Racially nondiscriminatory policy | Schedule E, Part I, Line 3 | AS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS." |
| Financial aid or assistance from a governmental agency | Schedule E, Part I, Line 6a | THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF FEDERAL PERKINS LOANS, HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, ACG GRANTS, SMART GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FFEL LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH AND NASA. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (32 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 5 | 6 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 3921256 |
| EAST ASIA AND THE PACIFIC | 3 | 2 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 650054 |
| SOUTH AMERICA | 1 | 1 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 411806 |
| SUB-SAHARAN AFRICA | 1 | 2 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 228104 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | 9273 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | 356760 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTMAKING | 693026 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | 69171 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | GRANTMAKING | 17412 | |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTMAKING | 78244 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | 16646 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | 611532 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | 2116984 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 423215000 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | 27477000 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | INVESTMENTS | 11992000 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | 4073000 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 60269 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 688169 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 1072054 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 158252 |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 111775 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 24497 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 103426 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 164900 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 522791 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | FUNDRAISING | 1016 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | 53597 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | FUNDRAISING | 31208 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | FUNDRAISING | 71 | |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | FUNDRAISING | 1045 | |
| SUB-SAHARAN AFRICA | 0 | 0 | FUNDRAISING | 104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 10 | TotalNumberOfOffices |
| Total Number Of Employees | 11 | TotalNumberOfEmployees |
| Total Amount Spent | 478930442 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (37 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 445650 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 239654 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 65008 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 11134 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 33580 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACT RESEARCH GRANT | 16789 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 18360 | CHECK |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 42724 | CHECK |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | 16646 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 114382 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 145752 | WIRE |
| CENTRAL AMERICA AND THE CARIBBEAN | SUBCONTRACT RESEARCH GRANT | 9273 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 21034 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 14000 | WIRE |
| SOUTH ASIA | STUDENT STIPENDS | 12000 | WIRE |
| SOUTH ASIA | SCHOLARSHIPS | 24000 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 25849 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 20069 | CHECK |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 151618 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 29968 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 295469 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 93740 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACT RESEARCH GRANT | 15485 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 11320 | CHECK |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBCONTRACT RESEARCH GRANT | 27429 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 23534 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 53960 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 24183 | WIRE |
| NORTH AMERICA (CANADA & MEXICO ONLY) | STUDENT PRIZES | 7500 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 19711 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 90697 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 134456 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 28054 | WIRE |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 15000 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 9694 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 24233 | WIRE |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 63605 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 37 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (22 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| FELLOWSHIPS | EAST ASIA AND THE PACIFIC | 1 | 1000 | CHECK |
| FELLOWSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 669 | WIRE |
| FELLOWSHIPS | NORTH AMERICA (CANADA & MEXICO ONLY) | 2 | 2500 | CHECK |
| INTERNATIONAL PROGRAM ADVANCES | SUB-SAHARAN AFRICA | 6 | 843087 | WIRE |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 6 | 41332 | CHECK |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 8 | 72019 | CHECK |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 1100 | WIRE |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 4 | 36575 | CHECK |
| SCHOLARSHIPS | NORTH AMERICA (CANADA & MEXICO ONLY) | 3 | 6150 | CHECK |
| SCHOLARSHIPS | RUSSIA AND THE NEWLY INDEPENDENT STATES | 16 | 78244 | CHECK |
| SCHOLARSHIPS | SOUTH ASIA | 19 | 184139 | CHECK |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 20 | 228328 | CHECK |
| STUDENT PRIZES | EAST ASIA AND THE PACIFIC | 5 | 8430 | CHECK |
| STUDENT PRIZES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 3 | 575 | CHECK |
| STUDENT PRIZES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 150 | WIRE |
| STUDENT PRIZES | MIDDLE EAST AND NORTH AFRICA | 2 | 322 | CHECK |
| STUDENT PRIZES | NORTH AMERICA (CANADA & MEXICO ONLY) | 1 | 1262 | CHECK |
| STUDENT PRIZES | SOUTH ASIA | 1 | 1500 | CHECK |
| STUDENT STIPENDS | SUB-SAHARAN AFRICA | 2 | 1600 | WIRE |
| SUBCONTRACT RESEARCH GRANT | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | 25000 | WIRE |
| SUBCONTRACT RESEARCH GRANT | SOUTH ASIA | 2 | 20073 | WIRE |
| SUBCONTRACT RESEARCH GRANT | SUB-SAHARAN AFRICA | 2 | 3764 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | true | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| RUFFALO CODY | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | TELEFUND VENDOR | false | 1802223 | 447487 | 1354736 |
| MARTS & LUNDY INC | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | STRATEGY CONSULTING | false | 71859 | -71859 | |
| HARRIS CONNECT INC | ||||||||
| 1511 ROUTE 22 | BREWSTER | NY | 10509 | ONLINE WEB SUPPORT | false | 38000 | -38000 | |
| BENTZ WHALEY FLESSNER | ||||||||
| 2461 SOUTH CLARK STREET SUITE 910 | ARLINGTON | VA | 22202 | STRATEGY CONSULTING | false | 35321 | -35321 | |
| NEPTUNE WEB | ||||||||
| 48 GROVE STREET | SOMERVILLE | MA | 02144 | ONLINE WEBSITE DEVELOPER | false | 28300 | -28300 | |
| KASPICK & COMPANY LLC | ||||||||
| ONE BEACON STREET 8TH FLOOR | BOSTON | MA | 02108 | PLANNED GIVING MANAGEMENT | false | 26201 | -26201 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1802223 | TotalGrossReceipts |
| Total Retained By Contractors | 647168 | TotalRetainedByContractors |
| Total Net To Organization | 1155055 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (83 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAS PROMISE THE ALLIANCE FOR YOUTH | |||||||
| 1110 VERMONT AVE NW STE 900 | WASHINGTON | DC | 20005 | 541848713 | 501 (C)(3) | 51903 | SUBCONTRACT GRANT AWARD |
| ANIMAL SHELTER INC | |||||||
| 17 LAURELWOOD RD | STERLING | MA | 01564 | 043236868 | 501 (C)(3) | 6750 | SUBCONTRACT GRANT AWARD |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| PO BOX 201361 | HOUSTON | TX | 77216 | 741613878 | 501 (C)(3) | 49193 | SUBCONTRACT GRANT AWARD |
| BAYSTATE MEDICAL CENTER | |||||||
| 280 CHESTNUT ST | SPRINGFIELD | MA | 01199 | 042790311 | 501 (C)(3) | 325594 | SUBCONTRACT GRANT AWARD |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | 501 (C)(3) | 30245 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 042103545 | 501 (C)(3) | 17645 | SUBCONTRACT GRANT AWARD |
| BOSTON MEDICAL CENTER | |||||||
| 660 HARRISON AVE | BOSTON | MA | 02118 | 043314093 | 501 (C)(3) | 387274 | SUBCONTRACT GRANT AWARD |
| BOSTON UNIVERSITY | |||||||
| PO BOX 55058 | BOSTON | MA | 02205 | 042103547 | 501 (C)(3) | 1301975 | SUBCONTRACT GRANT AWARD |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| PO BOX 3887 | BOSTON | MA | 02241 | 042312909 | 501 (C)(3) | 158753 | SUBCONTRACT GRANT AWARD |
| BROWN UNIVERSITY | |||||||
| BOX 1911 | PROVIDENCE | RI | 02912 | 050258809 | 501 (C)(3) | 8205 | SUBCONTRACT GRANT AWARD |
| BUNKER HILL COMMUNITY COLLEGE | |||||||
| 250 NEW RUTHERFORD AVE | BOSTON | MA | 02129 | 046002284 | 501 (C)(3) | 10830 | SUBCONTRACT GRANT AWARD |
| CAST INC | |||||||
| 40 HARVARD MILLS SQUARE STE 3 | WAKEFIELD | MA | 01880 | 222746879 | 501 (C)(3) | 5360 | SUBCONTRACT GRANT AWARD |
| THE CHILDREN'S AID SOCIETY | |||||||
| 1522B SOUTHERN BLVD | BRONX | NY | 10460 | 135562191 | 501 (C)(3) | 71000 | SUBCONTRACT GRANT AWARD |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 431987409 | 501 (C)(3) | 39664 | SUBCONTRACT GRANT AWARD |
| CLORDISYS SOLUTIONS INC | |||||||
| P O BOX 549 | LEBANON | NJ | 08833 | 043591892 | FOR PROFIT | 22137 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | 501 (C)(3) | 1502332 | SUBCONTRACT GRANT AWARD |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | |||||||
| 66-70 UNION SQ 104 | SOMERVILLE | MA | 02143 | 042740838 | 501 (C)(3) | 8338 | SUBCONTRACT GRANT AWARD |
| COMMUNITY TEAMWORK INC | |||||||
| 155 MERRIMACK ST | LOWELL | MA | 01852 | 042382027 | 501 (C)(3) | 221420 | SUBCONTRACT GRANT AWARD |
| CTR FOR COMM HEALTH EDUC RES AND SERVICE | |||||||
| 716 COLUMBUS AVE STE 398 | BOSTON | MA | 02120 | 043286409 | 501 (C)(3) | 7851 | SUBCONTRACT GRANT AWARD |
| DARTMOUTH COLLEGE | |||||||
| 11 ROPE FERRY RD 6210 | HANOVER | NH | 03755 | 020222111 | 501 (C)(3) | 160274 | SUBCONTRACT GRANT AWARD |
| DEVELOPMENT ALTERNATIVES INC | |||||||
| 7600 WISCONSIN AVE STE 200 | BETHESDA | MD | 20814 | 520904808 | FOR PROFIT | 63295 | SUBCONTRACT GRANT AWARD |
| DUKE UNIVERSITY | |||||||
| PO BOX 602651 | CHARLOTTE | NC | 28260 | 560532129 | 501 (C)(3) | 111870 | SUBCONTRACT GRANT AWARD |
| FLORIDA HOSPITAL | |||||||
| 301 E PRINCETON ST | ORLANDO | FL | 32804 | 593069793 | 501 (C)(3) | 15066 | SUBCONTRACT GRANT AWARD |
| FOX CHASE CANCER CENTER | |||||||
| 604 COTTMAN AVE | CHELTENHAM | PA | 19012 | 232003072 | 501 (C)(3) | 148213 | SUBCONTRACT GRANT AWARD |
| GFK CUSTOM RESEARCH LLC | |||||||
| PO BOX 347353 | PITTSBURGH | PA | 15251 | 362948619 | FOR PROFIT | 82889 | SUBCONTRACT GRANT AWARD |
| GLOBAL FOOD & NUTRITION INC | |||||||
| 1300 L ST NW 920 | WASHINGTON | DC | 20005 | 521931539 | FOR PROFIT | 315685 | SUBCONTRACT GRANT AWARD |
| HAITIAN COALITION | |||||||
| 268 R POWDERHOUSE BLVD APT 17C | SOMERVILLE | MA | 02145 | 043324363 | 501 (C)(3) | 6795 | SUBCONTRACT GRANT AWARD |
| HARVARD UNIVERSITY | |||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | 501 (C)(3) | 326133 | SUBCONTRACT GRANT AWARD |
| INCRE | |||||||
| 366 MASSACHUSETTS AVE | ARLINGTON | MA | 02474 | 043108268 | 501 (C)(3) | 146970 | SUBCONTRACT GRANT AWARD |
| INDIANA UNIVERSITY | |||||||
| PO BOX 66057 | INDIANAPOLIS | IN | 46266 | 356001673 | 501 (C)(3) | 5205 | SUBCONTRACT GRANT AWARD |
| INTERNATIONAL NUTRITION FOUNDATION | |||||||
| 150 HARRISON AVE RM 232 | BOSTON | MA | 02111 | 042761215 | 501 (C)(3) | 32446 | SUBCONTRACT GRANT AWARD |
| INTL CTR INNOVATIONS CIVIC PARTICIPATION | |||||||
| 1776 MASSACHUSETTS AVE NW STE 201 | WASHINGTON | DC | 20036 | 522316790 | 501 (C)(3) | 80000 | SUBCONTRACT GRANT AWARD |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 12529 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 520595110 | 501 (C)(3) | 247812 | SUBCONTRACT GRANT AWARD |
| LEHIGH UNIVERSITY | |||||||
| 526 BROADHEAD AVE | BETHLEHEM | PA | 18015 | 240795445 | 501 (C)(3) | 44077 | SUBCONTRACT GRANT AWARD |
| MARINE BIOLOGICAL LABORATORY | |||||||
| PO BOX 3218 | BOSTON | MA | 02241 | 042104690 | 501 (C)(3) | 31606 | SUBCONTRACT GRANT AWARD |
| MASS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | 042103591 | 501 (C)(3) | 124170 | SUBCONTRACT GRANT AWARD |
| MASS GENERAL HOSPITAL | |||||||
| PO BOX 3829 | BOSTON | MA | 02241 | 042697983 | 501 (C)(3) | 487634 | SUBCONTRACT GRANT AWARD |
| MASS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501 (C)(3) | 16052 | SUBCONTRACT GRANT AWARD |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM RD RM 301 | EAST LANSING | MI | 48824 | 386005984 | 501 (C)(3) | 24934 | SUBCONTRACT GRANT AWARD |
| MICROBIOTIX INC | |||||||
| ONE INNOVATION DRIVE | WORCESTER | MA | 01605 | 061538344 | FOR PROFIT | 188604 | SUBCONTRACT GRANT AWARD |
| THE MIRIAM HOSPITAL | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258905 | 501 (C)(3) | 87737 | SUBCONTRACT GRANT AWARD |
| NEW YORK UNIVERSITY | |||||||
| PO BOX 415026 | BOSTON | MA | 02241 | 135562308 | 501 (C)(3) | 34467 | SUBCONTRACT GRANT AWARD |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501 (C)(3) | 101421 | SUBCONTRACT GRANT AWARD |
| PARLANCE CORP | |||||||
| 400 W CUMMINGS PK STE 200 | WOBURN | MA | 01801 | 043334185 | FOR PROFIT | 61300 | SUBCONTRACT GRANT AWARD |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 227 W BEAVER AVE SUITE 401 | STATE COLLEGE | PA | 16801 | 246000376 | 501 (C)(3) | 66992 | SUBCONTRACT GRANT AWARD |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | 042321292 | 501 (C)(3) | 6952 | SUBCONTRACT GRANT AWARD |
| PURDUE UNIVERSITY | |||||||
| 23510 NETWORK PL | CHICAGO | IL | 60673 | 356002041 | 501 (C)(3) | 188093 | SUBCONTRACT GRANT AWARD |
| RESEARCH FOUNDATION OF CITY OF NEW YORK | |||||||
| 695 PARK AVE | NEW YORK | NY | 10065 | 131988190 | 501 (C)(3) | 47798 | SUBCONTRACT GRANT AWARD |
| RHODE ISLAND HOSPITAL | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258954 | 501 (C)(3) | 14090 | SUBCONTRACT GRANT AWARD |
| ROCKWELL COLLINS INC & SUBSIDIARIES | |||||||
| BOX 360772 | PITTSBURGH | PA | 15251 | 522314475 | FOR PROFIT | 33511 | SUBCONTRACT GRANT AWARD |
| RUTGERS THE STATE UNIVERSITY OF NJ | |||||||
| 3 RUTGERS PLAZA | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501 (C)(3) | 28163 | SUBCONTRACT GRANT AWARD |
| SAN JOSE STATE UNIVERSITY | |||||||
| 210 N FOURTH ST | SAN JOSE | CA | 95112 | 946017638 | 501 (C)(3) | 18701 | SUBCONTRACT GRANT AWARD |
| SHARED TECHNOLOGIES FAIRCHILD | |||||||
| PO BOX 4869 | HOUSTON | TX | 77210 | 521192851 | FOR PROFIT | 350942 | SUBCONTRACT GRANT AWARD |
| SOMERVILLE COMMUNITY CORP | |||||||
| 337 SOMERVILLE AVE2ND FL | SOMERVILLE | MA | 02143 | 237293380 | 501 (C)(3) | 13123 | SUBCONTRACT GRANT AWARD |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| PO BOX 3903 | BOSTON | MA | 02241 | 042551124 | 501 (C)(3) | 113788 | SUBCONTRACT GRANT AWARD |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501 (C)(3) | 299338 | SUBCONTRACT GRANT AWARD |
| THE CHARLES STARK DRAPER LAB INC | |||||||
| PO BOX 3484 | BOSTON | MA | 02241 | 042505372 | 501 (C)(3) | 245533 | SUBCONTRACT GRANT AWARD |
| SYNAPTIC RESEARCH LLC | |||||||
| 1448 SOUTH ROLLING ROAD | BALTIMORE | MD | 21227 | 205487221 | FOR PROFIT | 271832 | SUBCONTRACT GRANT AWARD |
| TBMS | |||||||
| 1600 BOSTON-PROVIDENCE HWY | WALPOLE | MA | 02081 | 593828470 | FOR PROFIT | 31350 | SUBCONTRACT GRANT AWARD |
| TECHNICAL EDUCATION RESEARCH CENTER INC | |||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | 046134355 | 501 (C)(3) | 162825 | SUBCONTRACT GRANT AWARD |
| TEXAS A&M UNIVERSITY | |||||||
| 400 HARVEY MITCHELL PKWY S STE 300 | COLLEGE STATION | TX | 77845 | 746000531 | 501 (C)(3) | 115723 | SUBCONTRACT GRANT AWARD |
| TUFTS MEDICAL CENTER | |||||||
| 750 WASHINGTON ST | BOSTON | MA | 02111 | 043400617 | 501 (C)(3) | 3705252 | SUBCONTRACT GRANT AWARD |
| TUSKEGEE UNIVERSITY | |||||||
| 1200 W MONTGOMERY RD | TUSKEGEE INST | AL | 36088 | 630288878 | 501 (C)(3) | 132052 | SUBCONTRACT GRANT AWARD |
| UNIV OF MEDICINE&DENTISTRY OF NEW JERSEY | |||||||
| 335 GEORGE ST | NEW BRUNSWICK | NJ | 08903 | 221980408 | 501 (C)(3) | 32550 | SUBCONTRACT GRANT AWARD |
| UNIV OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 402420 | ATLANTA | GA | 30384 | 566001393 | 501 (C)(3) | 88830 | SUBCONTRACT GRANT AWARD |
| UNIV OF TEXAS HSC AT SAN ANTONIO | |||||||
| PO BOX 1898 | SAN ANTONIO | TX | 78297 | 741586031 | 501 (C)(3) | 13765 | SUBCONTRACT GRANT AWARD |
| UNIVERSAL SURVEY CENTER INC | |||||||
| 218 WEST 40TH ST | NEW YORK | NY | 10018 | 113351441 | 501 (C)(3) | 184233 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 20787 | SPRINGFIELD | IL | 62708 | 376000511 | 501 (C)(3) | 162398 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MARYLAND | |||||||
| PO BOX 41428 | BALTIMORE | MD | 21203 | 526002033 | 501 (C)(3) | 9743 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | 501 (C)(3) | 481078 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | 592695890 | 501 (C)(3) | 107167 | SUBCONTRACT GRANT AWARD |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| BOX 223131 | PITTSBURGH | PA | 15251 | 386006309 | 501 (C)(3) | 41854 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NEBRASKA | |||||||
| 312 N 14TH ST ALEXANDER WEST BLDG | LINCOLN | NE | 68588 | 470049123 | 501 (C)(3) | 64059 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 51 COLLEGE RD | DURHAM | NH | 03824 | 026000937 | 501 (C)(3) | 11052 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NORTHERN IOWA | |||||||
| 1227 WEST 27TH STREET | CEDAR FALLS | IA | 50614 | 426004333 | 501 (C)(3) | 37044 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | 501 (C)(3) | 97196 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF TENNESSEE | |||||||
| 210 STUDENT SERVICES BUILDING | KNOXVILLE | TN | 37996 | 626001636 | 501 (C)(3) | 50886 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF VERMONT | |||||||
| 85 S PROSPECT ST | BURLINGTON | VT | 05405 | 030179440 | 501 (C)(3) | 12663 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF WASHINGTON | |||||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | 916001537 | 501 (C)(3) | 309972 | SUBCONTRACT GRANT AWARD |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 63112 | 430653611 | 501 (C)(3) | 105041 | SUBCONTRACT GRANT AWARD |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 575 LEXINGTON AVE 9TH FL | NEW YORK | NY | 10022 | 131623978 | 501 (C)(3) | 123149 | SUBCONTRACT GRANT AWARD |
| THE WELCOME PROJECT | |||||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | 043088140 | 501 (C)(3) | 8750 | SUBCONTRACT GRANT AWARD |
| YOUGOV POLIMETRIX INC | |||||||
| 285 HAMILTON AVE SUITE 200 | PALO ALTO | CA | 94301 | 980547173 | FOR PROFIT | 52000 | SUBCONTRACT GRANT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 72 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 11 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 6303 | 107209307 |
| FELLOWSHIPS | 422 | 4180721 |
| STUDENT PRIZES | 558 | 1151325 |
| STUDENT STIPENDS | 287 | 196864 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY P MONACO | ||||||||||||||
| PRESIDENT & TRUSTEE | 641818 | 0 | 0 | 0 | 63910 | 0 | 48995 | 0 | 61486 | 0 | 816209 | 0 | 0 | 0 |
| PATRICIA L CAMPBELL | ||||||||||||||
| EXECUTIVE VP | 457384 | 0 | 0 | 0 | 3247 | 0 | 48995 | 0 | 9002 | 0 | 518628 | 0 | 0 | 0 |
| MARY R JEKA | ||||||||||||||
| SR VP, UNIVERSITY RELATIONS | 323016 | 0 | 0 | 0 | 11223 | 0 | 43995 | 0 | 8542 | 0 | 386776 | 0 | 0 | 0 |
| DAVID R HARRIS | ||||||||||||||
| PROVOST & SR VP - START DATE 07/01/12 | 245825 | 0 | 180000 | 0 | 272 | 0 | 33045 | 0 | 12409 | 0 | 471551 | 0 | 0 | 0 |
| THOMAS S MCGURTY | ||||||||||||||
| VP FINANCE & TREASURER | 322310 | 0 | 0 | 0 | 1458 | 0 | 42858 | 0 | 19511 | 0 | 386137 | 0 | 0 | 0 |
| DAVID J KAHLE | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER | 281706 | 0 | 0 | 0 | 586 | 0 | 37770 | 0 | 25026 | 0 | 345088 | 0 | 0 | 0 |
| RICHARD REYNOLDS | ||||||||||||||
| VP FOR OPERATIONS - END DATE 10/09/12 | 186513 | 0 | 0 | 0 | 31855 | 0 | 23634 | 0 | 237 | 0 | 242239 | 0 | 0 | 0 |
| KATHLEEN CRONIN | ||||||||||||||
| VP HUMAN RESOURCES - END DATE 06/30/13 | 196018 | 0 | 0 | 0 | 17395 | 0 | 27990 | 0 | 23964 | 0 | 265367 | 0 | 0 | 0 |
| DARLEEN PATRICIA KARP | ||||||||||||||
| ASSOCIATE TREASURER - END DATE 01/18/13 | 162646 | 0 | 0 | 0 | 4020 | 0 | 19412 | 0 | 9624 | 0 | 195702 | 0 | 0 | 0 |
| MICHAEL A BAENEN | ||||||||||||||
| CHIEF OF STAFF | 152767 | 0 | 0 | 0 | 298 | 0 | 17400 | 0 | 11370 | 0 | 181835 | 0 | 0 | 0 |
| ERIC C JOHNSON | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | 310950 | 0 | 0 | 0 | 744 | 0 | 31995 | 0 | 21934 | 0 | 365623 | 0 | 0 | 0 |
| MARGARET E NEWELL | ||||||||||||||
| PROVOST & SR VP AD INTERIM - END DATE 11/01/12 | 321058 | 0 | 0 | 0 | 72973 | 0 | 31995 | 0 | 9223 | 0 | 435249 | 0 | 0 | 0 |
| BRIAN K LEE | ||||||||||||||
| SR VP, UNIVERSITY ADVANCEMENT - END DATE 02/29/12 | 92592 | 0 | 0 | 0 | 33698 | 0 | 17124 | 0 | 5944 | 0 | 149358 | 0 | 0 | 0 |
| HARRIS A BERMAN | ||||||||||||||
| DEAN MEDICAL SCHOOL | 426593 | 0 | 0 | 0 | 5785 | 0 | 31995 | 0 | 18731 | 0 | 483104 | 0 | 0 | 0 |
| JOANNE E BERGER-SWEENEY | ||||||||||||||
| DEAN ARTS & SCIENCES | 295860 | 0 | 0 | 0 | 709 | 0 | 31995 | 0 | 31194 | 0 | 359758 | 0 | 0 | 0 |
| LINDA M ABRIOLA | ||||||||||||||
| DEAN ENGINEERING | 283417 | 0 | 0 | 0 | 1264 | 0 | 31995 | 0 | 23916 | 0 | 340592 | 0 | 0 | 0 |
| NAOMI ROSENBERG | ||||||||||||||
| DEAN SACKLER SCHOOL | 244093 | 0 | 0 | 0 | 1596 | 0 | 31995 | 0 | 16919 | 0 | 294603 | 0 | 0 | 0 |
| DEBORAH T KOCHEVAR | ||||||||||||||
| DEAN CUMMINGS SCHOOL | 238829 | 0 | 0 | 0 | 1024 | 0 | 31695 | 0 | 23221 | 0 | 294769 | 0 | 0 | 0 |
| HUW THOMAS | ||||||||||||||
| DEAN DENTAL SCHOOL | 376774 | 0 | 0 | 0 | 2626 | 0 | 31995 | 0 | 10491 | 0 | 421886 | 0 | 0 | 0 |
| SALLY DUNGAN | ||||||||||||||
| CHIEF INVESTMENT OFFICER | 345347 | 0 | 240491 | 0 | 1597 | 0 | 172319 | 0 | 28107 | 0 | 787861 | 0 | 69382 | 0 |
| CATHERINE HAYES | ||||||||||||||
| PROFESSOR & CHAIR | 0 | 0 | 0 | 0 | 557203 | 0 | 0 | 0 | 0 | 0 | 557203 | 0 | 0 | 0 |
| PAMELA CROTTY YELICK | ||||||||||||||
| PROFESSOR | 151348 | 0 | 0 | 0 | 327809 | 0 | 18631 | 0 | 10369 | 0 | 508157 | 0 | 0 | 0 |
| MARIA PAPAGEORGE | ||||||||||||||
| PROFESSOR & CHAIR | 188108 | 0 | 383778 | 0 | 778 | 0 | 24472 | 0 | 46751 | 0 | 643887 | 0 | 0 | 0 |
| RENEE R NADLER | ||||||||||||||
| DIRECTOR OF INVESTMENTS | 256163 | 0 | 135532 | 0 | 594 | 0 | 114520 | 0 | 19395 | 0 | 526204 | 0 | 40803 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| First-class or charter travel | Schedule J, Part I, Line 1a | VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING THE CURRENT FISCAL YEAR, ONE KEY EMPLOYEE AND ONE HIGHLY-COMPENSATED EMPLOYEE TRAVELLED USING SUCH AIRLINE ACCOMODATIONS. NO EMPLOYEES WERE TAXED AS THIS TRAVEL BENEFIT IS A BUSINESS EXPENSE. |
| Travel for companions | Schedule J, Part I, Line 1a | THE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION. |
| Tax indemnification and gross-up payments | Schedule J, Part I, Line 1a | THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CURRENT YEAR, FOUR OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. ALL PAYMENTS WERE TAXABLE TO THE EMPLOYEE. |
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). |
| Personal services | Schedule J, Part I, Line 1a | THE UNIVERSITY PROVIDED HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. |
| Severance or change-of-control payment | Schedule J, Part I, Line 4a | CATHERINE HAYES, PROFESSOR AND CHAIR AND PAMELA CROTTY YELICK, PROFESSOR WERE BOTH AWARDED SEVERANCE PAYMENTS AS PART OF A BACK PAY AND LEGAL EMPLOYMENT SETTLEMENT TOTALLING $557,203 AND $320,376, RESPECTIVELY. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | SALLY DUNGAN,CHIEF INVESTMENT OFFICER AND RENEE NADLER, DIRECTOR OF INVESTMENTS FOR THE UNIVERSITY BOTH PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% AND 80%, RESPECTIVELY, OF THEIR BASE SALARY EARNINGS. THE INCENTIVE PAYOUT VESTING SCHEDULE IS OVER THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR THE REMAINING TWO YEARS. PAYMENTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. |
| Compensation contingent on revenues of the organization | Schedule J, Part I, Line 5a | DR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2012, INCENTIVE PAYMENTS TOTALED $383,778 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE. |
| Compensation contingent on net earnings of the organization | Schedule J, Part I, Line 6a | SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $240,491 WAS MADE IN FYE 06/30/12 AND LATER PAID IN AUGUST, 2012. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $135,532 WAS MADE IN 2012. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B). |
| Non-fixed payments | Schedule J, Part I, Line 7 | SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $35,471 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $20,861 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B). |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MHEFA SERIES N | ||||||||
| A | 042456011 | 57586CV36 | 2008-03-27 | 140600000 | REFUNDED AUG-04, JAN-06 | false | false | false |
| MHEFA SERIES O | ||||||||
| B | 042456011 | 57586EBG5 | 2008-11-13 | 83752144 | CONST & EQUIP FACILITY | false | false | false |
| MHEFA SERIES M | ||||||||
| C | 042456011 | 57586EJT9 | 2009-06-11 | 66548467 | REFUNDED MAY-1998 | false | false | false |
| MDFA SERIES P | ||||||||
| D | 043431814 | 57583R7L3 | 2011-02-08 | 50532192 | REFUNDED APR-2001 | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1134020 | 0 | 140600000 | 0 | 0 | 0 | 600000 | 0 | 0 | 0 | 140000000 | 0 | true | false | true | true | |
| B | 1200000 | 0 | 83830604 | 0 | 0 | 0 | 731604 | 0 | 0 | 83099000 | 0 | 0 | false | false | true | true | 2010 |
| C | 6072849 | 0 | 66548467 | 0 | 0 | 0 | 538881 | 0 | 0 | 0 | 66009586 | 0 | true | false | true | true | |
| D | 10458 | 0 | 50532192 | 0 | 0 | 0 | 532192 | 0 | 0 | 0 | 50000000 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | true | true | true | true | true | 0.01660 | 0.00930 | 0.02590 | false | false | 0 | false | true |
| B | false | true | true | true | true | true | 0.02970 | 0.00200 | 0.03170 | false | false | 0 | false | true |
| C | false | false | false | true | false | true | 0.00000 | 0.00000 | 0.00000 | false | false | 0 | false | false |
| D | false | false | false | true | false | true | 0.00000 | 0.00000 | 0.00000 | false | false | 0 | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AND B | |||||||||||||||
| A | false | false | true | false | true | true | 30.0 | true | false | false | DEUTSCHE BANK AND BANK OF AMERICA | 30.0 | false | false | true |
| (no name) | |||||||||||||||
| B | false | false | true | false | false | false | 0 | false | false | false | 0 | false | false | true | |
| (no name) | |||||||||||||||
| C | false | false | true | false | false | false | 0.0 | false | false | false | 0.0 | false | false | true | |
| BARCLAYS BNY MELLON | |||||||||||||||
| D | false | false | true | false | true | true | 25.0 | false | false | false | 0 | false | false | true | |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ISSUER NAME: MHEFA Series O | Identifier |
| Return Reference | Schedule K, Part V | ReturnReference |
| Explanation | ANY DIFFERENCES BETWEEN THE ORIGINAL ISSUE PRICE AND THE GROSS PROCEEDS ARE A RESULT OF INVESTMENT EARNINGS. | Explanation |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHARLES RIVER LABORATORIES | |||
| KEY EMPLOYEE IS A BOARD MEMBER | 437735 | LAB SERVICES | false |
| MARIA GOVE TRINGALE | |||
| CURRENT OFFICER SPOUSE | 189432 | EMPLOYMENT | false |
| JAMES NEWELL | |||
| CURRENT OFFICER BROTHER | 95392 | EMPLOYMENT | false |
| MORTON B ROSENBERG | |||
| CURRENT KEY EMPLOYEE SPOUSE | 195717 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 81200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2453 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4596 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 162 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2724552 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 86899 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26134 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MEDICAL EQUIPMENT | 13 | 131413 | MARKET VALUE |
| X | DINNER EVENTS | 2 | 4212 | MARKET VALUE |
| X | COMPUTER EQUIPMENT | 2 | 52736 | MARKET VALUE |
| X | LANDSCAPING EQUIPMENT | 1 | 14088 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NON-CASH CONTRIBUTIONS | SCHEDULE M, PART I | THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 1 | |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 4 | |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 19 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF VOLUNTEERS | FORM 990, PART I, LINE 6 | TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. DUE TO THE LARGE VOLUME OF VOLUNTEERS IT IS NOT FEASIBLE TO FORMALLY TRACK THE ACTUAL NUMBER AND ACCURATELY ESTIMATE THE NUMBER OF VOLUNTEERS. |
| NUMBER OF EMPLOYEES PER W-3 | FORM 990, PART V, LINE 2A | THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,617 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2012. THIS AMOUNT INCLUDES FULL-TIME STAFF, FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | THOMAS M. ALPERIN AND BRIAN KAVOOGIAN - BUSINESS RELATIONSHIP, DANIEL J. DOHERTY III, THOMAS M. ALPERIN AND BRIAN KAVOOGIAN - BUSINESS RELATIONSHIP |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. THE UNIVERSITY ALSO ENGAGED PRICEWATERHOUSECOOPERS LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS. THIS DOCUMENT IS SENT ANNUALLY AFTER FISCAL YEAR END. AFTER READING THE CONFLICT OF INTEREST POLICY, WHILE USING AN INTERNET-BASED QUESTIONNAIRE SYSTEM, EACH MEMBER IS REQUIRED TO ELECTRONICALLY DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND RETURNED ELECTRONICALLY TO THE TRUSTEES OFFICE. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICTS OF INTEREST DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, THROUGH THE SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, THE INDIVIDUAL BOARD MEMBER THEN CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES WHICH WAS GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES PEER INSTITUTIONS DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES GATHERS INFORMATION FROM THE CUPA ADMINISTRATIVE COMPENSATION ANNUAL SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2013 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2013. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS AND KEY EMPLOYEES, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT AND PROVOST. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ARE AVAILABLE ON THE TUFTS UNIVERSITY WEBSITE AT WWW.TUFTS.EDU. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | NET LOSS FROM CONSOLIDATED ENTITIES - -425023; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1181000; CHANGE IN SPLIT INTEREST AGREEMENTS - 2312399; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 25461657; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 588833; |
| Payments on contract that is subject to the initial contract exception | Schedule J, Part I, Line 8 | THE PRESIDENT AND PROVOST ARE SERVING UNDER THEIR INITIAL CONTRACTS |
| NONTAXABLE BENEFITS | SCHEDULE J, PART II, COLUMN (D) | NONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR PRESIDENT ANTHONY P. MONACO. TUITION REMISSION BENEFITS WERE INCLUDED FOR JOANNE BERGER-SWEENEY, AND DR. MARIA PAPAGEORGE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| TUDC LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043056113 | REAL ESTATE DEVELOPMENT | MA | 0 | 0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS MEDIA LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | CONSUMER PUBLISHING & MEDIA | DE | 4290200 | 3657825 | TRUSTEES OF TUFTS COLLEGE |
| AZULUNA BRANDS LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | AGRICULTURE | MA | -5123 | 0 | TRUSTEES OF TUFTS COLLEGE |
| TUFTS HEALTH AND WELLNESS SERVICES LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 800754011 | HEALTH AND WELLNESS SERVICES | MA | 0 | 0 | TRUSTEES OF TUFTS COLLEGE |
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| THE OMIDYAR-TUFTS MICROFINANCE FUND | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | RELIEF OF POOR & EDUCATION GRANTS | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | true |
| WALNUT HILL PROPERTIES CORP | |||||||||
| PO BOX 53 TRUSTEES OF TUFTS COLLEGE | MEDFORD | MA | 02153 | REAL ESTATE MANAGEMENT | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | true |
| TUFTS SHARED SERVICES INC | |||||||||
| 171 HARRISON AVE PO BOX 634 | BOSTON | MA | 02111 | COORDINATE HEALTH & EDUCATIONAL SERVICES | MA | 501(C)(3) | 11 - Type III - FI | TRUSTEES OF TUFTS COLLEGE | true |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC | |||||||||
| 200 WESTBOROUGH ROAD | NORTH GRAFTON | MA | 02158 | VETERINARY EMERGENCY TREATMENT & CARE | MA | 501(C)(3) | 9 | TRUSTEES OF TUFTS COLLEGE | true |
| TUFTS HEALTH CARE INSTITUTE | |||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALS | MA | 501(C)(3) | 11 - Type I | TRUSTEES OF TUFTS COLLEGE | true |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | VEBA | MA | 501(C)(9) | N/A | TRUSTEES OF TUFTS COLLEGE | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JM HOLDINGS INC | ||||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043184043 | REAL ESTATE DEVELOPMENT | MA | TRUSTEES OF TUFTS COLLEGE | C CORPORATION | 0 | 16673 | 1 | true |
| PERPETUAL TRUSTS - 6 | ||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | TRUST | |||||||||
| CHARITABLE REMAINDER UNITRUSTS - 32 | ||||||||||||
| SUPPORT | MA | TRUSTEES OF TUFTS COLLEGE | TRUST | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WALNUT HILL PROPERTIES CORP | ||
| A | 216317 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| D | 14206950 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| K | 926746 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| L | 169775 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| A | 97614 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| D | 1499587 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| L | 654394 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| S | 395406 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| C | 1522929 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| L | 119394 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| Q | 629606 | FAIR MARKET VALUE |
| TUFTS SHARED SERVICES INC | ||
| M | 5691000 | FAIR MARKET VALUE |
| TUFTS UNIVERSITY POST RETIREMENT PLAN | ||
| P | 260000 | FAIR MARKET VALUE |
| TUFTS HEALTH CARE INSTITUTE | ||
| M | 150000 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRUSTS | Identifier |
| Return Reference | PART IV, COLUMN (A) | ReturnReference |
| Explanation | THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, AND MASSACHUSETTS. | Explanation |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Electing OrgElectingOrg | 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 NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trustees of Tufts College | |||||||||||||||
| 169 Holland StreetAttn Tax Dept | Somerville | MA | 02144 | 042103634 | X | 0 | 450418 | 450418 | 848875571 | 849325989 | $1,000,000 | $250,000 | 0 | 0 | 0 |
| TUFTS SHARED SERVICES INC | |||||||||||||||
| 171 HARRISON AVENUE | BOSTON | MA | 02111 | 237000827 | 0 | 0 | 0 | 24375842 | 0 | $0 | $0 | 0 | 0 | 0 | |
| THE OMIDYAR-TUFTS MICROFINANCE FUND | |||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 043828582 | 0 | 0 | 0 | 2356458 | 0 | $0 | $0 | 0 | 0 | 0 | |
| TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC | |||||||||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | 043430674 | 0 | 0 | 0 | 7133359 | 0 | $0 | $0 | 0 | 0 | 0 | |
| WALNUT HILL PROPERTIES CORP | |||||||||||||||
| PO BOX 53 TUFTS UNIVERSITY BRANCH | MEDFORD | MA | 02155 | 043419100 | 0 | 0 | 0 | 3313500 | 0 | $0 | $0 | 0 | 0 | 0 | |
| TUFTS HEALTH CARE INSTITUTE | |||||||||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 043289926 | 0 | 0 | 0 | 1226134 | 0 | $0 | $0 | 0 | 0 | 0 | |