STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201321349349304022
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T13:05:21-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF TUFTS COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone6176273264Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1169 HOLLAND STREET ATTN TAX DEPTAddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02144ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS S MCGURTYName
TitleVP FIN/TREASURERTitle
Phone6176273264Phone
Date Signed2013-05-13DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonANTHONY P MONACONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1169 HOLLAND STREET ATTN TAX DEPTAddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02144ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1553591079GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.TUFTS.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1852YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionEDUCATION AND RESEARCHActivityOrMissionDescription
Nbr Voting Members Governing Body42NbrVotingMembersGoverningBody
Nbr Independent Voting Members41NbrIndependentVotingMembers
Total Nbr Employees11446TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI-140074TotalGrossUBI
Net Unrelated Business Txbl Income-2259410NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year236685651ContributionsGrantsPriorYear
Contributions Grants Current Year205879619ContributionsGrantsCurrentYear
Program Service Revenue Prior Year527263363ProgramServiceRevenuePriorYear
Program Service Revenue CY559144472ProgramServiceRevenueCY
Investment Income Prior Year85228964InvestmentIncomePriorYear
Investment Income Current Year37260018InvestmentIncomeCurrentYear
Other Revenue Prior Year2530559OtherRevenuePriorYear
Other Revenue Current Year3579690OtherRevenueCurrentYear
Total Revenue Prior Year851708537TotalRevenuePriorYear
Total Revenue Current Year805863799TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year105752923GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY125208139GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year400734000SalariesEtcPriorYear
Salaries Etc Current Year436242443SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year1252054TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY1341302TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year19551632TotalFundrsngExpCurrentYear
Other Expense Prior Year260233072OtherExpensePriorYear
Other Expenses Current Year261492262OtherExpensesCurrentYear
Total Expenses Prior Year767972049TotalExpensesPriorYear
Total Expenses Current Year824284146TotalExpensesCurrentYear
Revenues Less Expenses Prior Year83736488RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-18420347RevenuesLessExpensesCY
Total Assets BOY2718084090TotalAssetsBOY
Total Assets EOY2873083496TotalAssetsEOY
Total Liabilities BOY668645597TotalLiabilitiesBOY
Total Liabilities EOY924254950TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2049438493NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1948828546NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTUFTS 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense417969843Expense
Grants94043806Grants
Revenue408542843Revenue
DescriptionINSTRUCTION - DURING THE 2011-2012 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,377 UNDERGRADUATE, 1,251 GRADUATE AND 448 PROFESSIONAL.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense264800430Expense
Grants17551050Grants
Revenue99787800Revenue
DescriptionRESEARCH - THERE WERE 1,421 GOVERNMENT AND 652 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2012. 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

FieldValueIRS element (for citing)
Expense51075934Expense
Grants0Grants
Revenue50813829Revenue
DescriptionAUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2012 FISCAL YEAR THERE WERE 43 RESIDENCE HALLS HOUSING 3,551 STUDENTS. APPROXIMATELY 4,097 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.Description
FieldValueIRS element (for citing)
Total Program Service Expense733846207TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10962110NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees11446NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryGHNameOfForeignCountry
Name Of Foreign CountryCINameOfForeignCountry
Name Of Foreign CountryHKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of1Form8282PropertyDisposedOf
Number Of8282 Filed2NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members42NbrVotingGoverningBodyMembers
Number Independent Voting Members41NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THOMAS S MCGURTYVP FINTREASURERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6176273264TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1169 HOLLAND STREETROOM 318AddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02144ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (68 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
ANTHONY P MONACO
PRESIDENT-START DATE 8/1/1140.00XX321400055012
LAWRENCE S BACOW
PRESIDENT EMERITUS-END DATE 8/30/1140.00XX2147127076625
THOMAS M ALPERIN
TRUSTEE3.00X000
ROBERT R BENDETSON
TRUSTEE3.00X000
ALISON M BREED
TRUSTEE3.00X000
BETSY BUSCH
TRUSTEE-START DATE 11/3/113.00X000
A DANA CALLOW JR
TRUSTEE3.00X000
ANTHONY D CORTESE
TRUSTEE-START DATE 11/3/113.00X000
JEANNIE H DIEFENDERFER
TRUSTEE3.00X000
DANIEL J DOHERTY III
TRUSTEE3.00X000
PETER R DOLAN
TRUSTEE-VICE CHAIRMAN3.00XX000
FARES I FARES
TRUSTEE3.00X000
LAURIE A GABRIEL
TRUSTEE3.00X000
STEVEN M GALBRAITH
TRUSTEE3.00X000
STEVEN A GOLDSTEIN
TRUSTEE3.00X000
VARNEY J HINTLIAN
TRUSTEE3.00X000
DEBORAH R JOSPIN
TRUSTEE3.00X000
BRIAN H KAVOOGIAN
TRUSTEE3.00X000
JEFFREY B KINDLER
TRUSTEE3.00X000
DEBRA S KNEZ
TRUSTEE3.00X000
DANIEL A KRAFT
TRUSTEE3.00X000
ELLEN J KULLMAN
TRUSTEE3.00X000
ANDREW LIVERIS
TRUSTEE3.00X000
KATHLEEN A MCCARTNEY
TRUSTEE3.00X000
SETH I MERRIN
TRUSTEE3.00X000
IOANNIS MIAOULIS
TRUSTEE3.00X000
JEFFREY M MOSLOW
TRUSTEE-START DATE 11/3/113.00X000
KATHLEEN O'LOUGHLIN
TRUSTEE3.00X000
WILLIAM R O'REILLY JR
TRUSTEE-VICE CHAIRMAN3.00XX000
KAREN M PRITZKER
TRUSTEE3.00X000
DAVID B RONE
TRUSTEE3.00X000
HUGH R ROOME III
TRUSTEE3.00X000
ANDREW SAFRAN
TRUSTEE3.00X000
JANIS SAVIN-WILLIAMS
TRUSTEE3.00X000
NEAL B SHAPIRO
TRUSTEE3.00X000
JAMES A STERN
TRUSTEE-CHAIRMAN OF BOARD3.00XX000
TINA SURH
TRUSTEE3.00X000
EDWARD M SWAN JR
TRUSTEE3.00X000
ALFRED I TAUBER
TRUSTEE3.00X000
JONATHAN M TISCH
TRUSTEE-VICE CHAIRMAN3.00XX000
TERI COLEMAN VOLPERT
TRUSTEE3.00X000
GLORIA WHITE-HAMMOND
TRUSTEE3.00X000
JAMES J WONG
TRUSTEE3.00X000
MICHAEL A BAENEN
CHIEF OF STAFF40.00X146629027284
PATRICIA L CAMPBELL
EXECUTIVE VP40.00X421432062699
KATHLEEN CRONIN
VP HUMAN RESOURCES40.00X202011049650
MARY R JEKA
SR VP, UNIVERSITY RELATIONS40.00X312286047281
ERIC C JOHNSON
VP UNIV. ADV.-START DATE 4/1/1240.00X241378052575
DAVID J KAHLE
VP & CHIEF INFORMATION OFFICER40.00X274602059389
DARLEEN PATRICIA KARP
ASSOCIATE TREASURER40.00X159689028338
BRIAN K LEE
SR VP UNIV. ADV.-END DATE 2/29/1240.00X400789091299
THOMAS S MCGURTY
VP FINANCE & TREASURER40.00X312054061663
MARGARET E NEWELL
PROVOST & SR VP AD INTERIM40.00X341633039683
RICHARD REYNOLDS
VICE PRESIDENT FOR OPERATIONS40.00X240108030419
PAUL J TRINGALE
SECRETARY OF THE CORPORATION40.00X117758019363
LINDA M ABRIOLA
DEAN ENGINEERING40.00274666052825X
JOANNE E BERGER-SWEENEY
DEAN ARTS & SCIENCES40.00289727062190X
HARRIS A BERMAN
DEAN MEDICAL SCHOOL40.00422008047393X
DEBORAH T KOCHEVAR
DEAN CUMMINGS SCHOOL40.00229138050685X
LONNIE NORRIS
DEAN DENTAL SCHOOL-RET. DATE 9/1/1140.00246715041097X
NAOMI ROSENBERG
DEAN SACKLER SCHOOL40.00238568048114X
HUW THOMAS
DEAN DENTAL SCHOOL40.00156246025239X
STEPHEN W BOSWORTH
DEAN FLETCHER SCHOOL40.00343399032878X
SALLY DUNGAN
CHIEF INVESTMENT OFFICER40.005806370194274X
NAUSHIRWAN R MEHTA
PROFESSOR & CHAIR40.00400291047828X
RENEE R NADLER
DIRECTOR OF INVESTMENTS40.003840850131387X
MARIA PAPAGEORGE
PROFESSOR & CHAIR40.00552573089604X
JAMSHED BHARUCHA
PROVOST & SR VP-END DATE 6/30/1140.00241671048851X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9998620TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1573645TotalOtherCompensation
Number Individuals GT100 K680NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BARR & BARR INC
260 COCHITUATE ROADFRAMINGHAMMA01701CONSTRUCTION10539023
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION8999992
ABM JANITORIAL SERVICES-NORTHEAST INC
PO BOX 1534NEW YORKNY10008CLEANING7256305
STANMAR INC
321 COMMONWEALTH ROADWAYLANDMA01778CONSTRUCTION6886186
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVENORTH READINGMA01864CONSTRUCTION6668914
FieldValueIRS element (for citing)
Number Of Contractors GT100 K168NumberOfContractorsGT100K
Government Grants140931055GovernmentGrants
All Other Contributions64948564AllOtherContributions
Noncash Contributions4332548NoncashContributions
Total Contributions205879619TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
INSTRUCTION900099408542843408542843
CLINICAL AND OTHER EDU54190099787800979739051813895
AUXILLIARY ENTERPRISES9000995081382950659532154297
FieldValueIRS element (for citing)
Total Program Service Revenue559144472TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14366843TotalRevenueColumn
Exclusion$14,366,843ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3022316TotalRevenueColumn
Exclusion$3,022,316ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2249978Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1692604Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real557374Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column557374TotalRevenueColumn
Exclusion$557,374ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities768927851Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities746034676Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities22893175Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column22893175TotalRevenueColumn
Unrelated Business Revenue-2108266UnrelatedBusinessRevenue
Exclusion$25,001,441ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column805863799TotalRevenueColumn
Related Or Exempt Function Income557176280RelatedOrExemptFunctionIncome
Unrelated Business Revenue-140074UnrelatedBusinessRevenue
Exclusion$42,947,974ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total15141990Total
Program Services15141990ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total106650071Total
Program Services106650071ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total3416078Total
Program Services3416078ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total8737962Total
Program Services2331689ProgramServices
Management And General4608988ManagementAndGeneral
Fundraising1797285Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total342566761Total
Program Services296285361ProgramServices
Management And General36797323ManagementAndGeneral
Fundraising9484077Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total24915222Total
Program Services20998900ProgramServices
Management And General3108966ManagementAndGeneral
Fundraising807356Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total39151337Total
Program Services32917541ProgramServices
Management And General4790904ManagementAndGeneral
Fundraising1442892Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20871161Total
Program Services17343124ProgramServices
Management And General2818227ManagementAndGeneral
Fundraising709810Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4916670Total
Program Services3616591ProgramServices
Management And General1299822ManagementAndGeneral
Fundraising257Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total434385Total
Program Services26625ProgramServices
Management And General407760ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total402965Total
Management And General402965ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total1341302Total
Fundraising1341302Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total842389Total
Management And General842389ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total38348709Total
Program Services31287936ProgramServices
Management And General6972520ManagementAndGeneral
Fundraising88253Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total16767Total
Fundraising16767Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total64556426Total
Program Services59850152ProgramServices
Management And General2431192ManagementAndGeneral
Fundraising2275082Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9118379Total
Program Services6593911ProgramServices
Management And General2354832ManagementAndGeneral
Fundraising169636Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total3760682Total
Program Services3760682ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total35104887Total
Program Services34037492ProgramServices
Management And General938514ManagementAndGeneral
Fundraising128881Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total12134512Total
Program Services11013422ProgramServices
Management And General668008ManagementAndGeneral
Fundraising453082Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4333637Total
Program Services3130441ProgramServices
Management And General760366ManagementAndGeneral
Fundraising442830Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total20316306Total
Program Services19698571ProgramServices
Management And General543147ManagementAndGeneral
Fundraising74588Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total37032539Total
Program Services35906532ProgramServices
Management And General990049ManagementAndGeneral
Fundraising135958Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BOOKS9249597904532235405168870
SUBSIDIARY EXPENSE-TVET71186117118611
EQUIPMENT PURCHASES60393175938304941946819
GOODS AND SERVICES592288159174945504837

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1842603Total
Program Services1819367ProgramServices
Management And General20186ManagementAndGeneral
Fundraising3050Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total824284146Total
Program Services733846207ProgramServices
Management And General70886307ManagementAndGeneral
Fundraising19551632Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY59457952BOY
EOY47103042EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY71350399BOY
EOY64208791EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY18229444BOY
EOY9996686EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY60765181BOY
EOY59809271EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY433473BOY
EOY413855EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4631384BOY
EOY7063984EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1283442728LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec531263760LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY700084314BOY
EOY752178968EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY249528448BOY
EOY371829668EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1405401328BOY
EOY1421170510EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY24137372BOY
EOY24566685EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY124064795BOY
EOY114742036EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2718084090BOY
EOY2873083496EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY135505244BOY
EOY119918438EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY64297994BOY
EOY57623315EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY400404600BOY
EOY637599568EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1831174BOY
EOY1917357EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY66606585BOY
EOY107196272EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY668645597BOY
EOY924254950EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1089468279BOY
EOY1019939798EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY442352522BOY
EOY404006824EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY517617692BOY
EOY524881924EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2049438493BOY
EOY1948828546EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2718084090BOY
EOY2873083496EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-18420347ReconcilationRevenueExpenses
Reconcilation Other Changes-82189600ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals402965FilingOrganizationsTotals
Affiliated Group Totals402965AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals402965FilingOrganizationsTotals
Affiliated Group Totals402965AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals804329549FilingOrganizationsTotals
Affiliated Group Totals846396318AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals804732514FilingOrganizationsTotals
Affiliated Group Totals846799283AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals1000000AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals250000AffiliatedGroupTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3329730CurrentYearMinus3
Current Year Minus2345173CurrentYearMinus2
Current Year Minus1328735CurrentYearMinus1
Current Year402965CurrentYear
Total1406603Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included1200RevenuesIncluded
Assets In Part X7431836AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1445680252BeginningOfYearBalance
Contributions8004599Contributions
Investment Earnings Or Losses8206782InvestmentEarningsOrLosses
Grants Or Scholarships14978246GrantsOrScholarships
Other Expenditures56013800OtherExpenditures
Administrative Expenses4202629AdministrativeExpenses
End Of Year Balance1386696958EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1252970860BeginningOfYearBalance
Contributions24333842Contributions
Investment Earnings Or Losses227385906InvestmentEarningsOrLosses
Grants Or Scholarships15794246GrantsOrScholarships
Other Expenditures39266184OtherExpenditures
Administrative Expenses3949926AdministrativeExpenses
End Of Year Balance1445680252EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1142107003BeginningOfYearBalance
Contributions18523742Contributions
Investment Earnings Or Losses134334800InvestmentEarningsOrLosses
Grants Or Scholarships7965044GrantsOrScholarships
Other Expenditures31027541OtherExpenditures
Administrative Expenses3002100AdministrativeExpenses
End Of Year Balance1252970860EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1492298121BeginningOfYearBalance
Contributions15551217Contributions
Investment Earnings Or Losses-326872018InvestmentEarningsOrLosses
Grants Or Scholarships9676147GrantsOrScholarships
Other Expenditures26139694OtherExpenditures
Administrative Expenses3054476AdministrativeExpenses
End Of Year Balance1142107003EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.39800BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.36400PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.23800TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis42130111OtherCostOrOtherBasis
Book Value42130111BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1083373735OtherCostOrOtherBasis
Depreciation437821900Depreciation
Book Value645551835BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis157938882OtherCostOrOtherBasis
Depreciation93441860Depreciation
Book Value64497022BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings752178968TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value650090342BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PRIVATE EQUITIES406021397F
REAL ESTATE143296625F
COMMON TRUST EQUITY INDEX FUNDS168356036F
FUNDS HELD UNDER BOND AGREEMENTS44F
NATURAL RESOURCES42430494F
OTHER INVESTMENTS7736569F
UNSETTLED INVESTMENTS3239003F
FieldValueIRS element (for citing)
Total Of Book Value Securities1421170510TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
GOVERNMENT ADVANCES$27,104,175
INTEREST RATE AGREEMENTS$76,971,097
UNFUNDED STATUS OF POST RETIREMENT PLAN$3,121,000
FieldValueIRS element (for citing)
Total Of Amounts107196272TotalOfAmounts
Total Revenue805863799TotalRevenue
Total Expenses824284146TotalExpenses
Excess Or Deficit For Year-18420347ExcessOrDeficitForYear
Net Unrealized GL On Investments-42377141NetUnrealizedGLOnInvestments
Other-$39,812,459OtherAmount
Total Adjustments-82189600TotalAdjustments
Excess Or Deficit Per FS-100609947ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt711877729TotRevenueEtcAuditedFinclStmt
Other Revenues-94705023OtherRevenues
Revenue Not Rptd F990-94705023RevenueNotRptdF990
Revenue Subtotal806582752RevenueSubtotal
Other Revenues Not Included-718953OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-718953RevenueNotRptdOnFinStmt
Total Revenue Per Form990805863799TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt812487675TotExpensesEtcAuditedFinclStmt
Losses Reported42377140LossesReported
Other Expenses Included54688535OtherExpensesIncluded
Expenses Not Rptd F99097065675ExpensesNotRptdF990
Expenses Subtotal715422000ExpensesSubtotal
Other Expenses Not Included108862146OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt108862146ExpensesNotRptdOnFinStmt
Total Expenses Per Form990824284146TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.
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.
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.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
CHANGE IN SPLIT INTEREST AGREEMENTS -732,984. NET INCOME FROM CONSOLIDATED ENTITIES 868,819. CUMULATIVE EFFECT OF ACCOUNTING CHANGE -3,145,000. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS -37,585,035. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC,A RELATED ORGANIZATION 781,741. TOTAL TO SCHEDULE D, PART XI, LINE 8: -39,812,459.PART XI, LINE 8 - OTHER ADJUSTMENTS:
CONSOLIDATED ENTITIES REVENUES 11,685,944. TUITION DISCOUNT -107,172,708. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC 781,741.PART XII, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSE NETTED WITH RENTAL INCOME -1,692,604. INTERDEPARTMENTAL REQUISITION REVENUE 973,651.PART XII, LINE 4B - OTHER ADJUSTMENTS:
RENTAL EXPENSE NETTED WITH RENTAL INCOME 1,692,604. INTERDEPARTMENTAL REQUISITION REVENUE 715,785. CONSOLIDATED ENTITIES EXPENSES 10,817,127. CUMULATIVE EFFECT OF ACCOUNTING CHANGE SFAS 158 3,145,000. CHANGE IN SPLIT INTEREST AGREEMENT 732,984. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS 37,585,035.PART XIII, LINE 2D - OTHER ADJUSTMENTS:
TUITION DISCOUNT 107,172,708. CONSOLIDATED ENTITIES EXPENSES 1,689,438.PART XIII, LINE 4B - OTHER ADJUSTMENTS:
PART XI - XIII, THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3AS 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."
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF FEDERAL PERKINS LOANS, HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, ACG GRANTS, SMART GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FFEL LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH AND NASA.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (34 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EUROPE (INCLUDING ICELAND & GREENLAND)56PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM3899814
EAST ASIA AND THE PACIFIC32PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM625298
SOUTH AMERICA11PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM322354
SUB-SAHARAN AFRICA11PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM201775
CENTRAL AMERICA AND THE CARIBBEAN00GRANT-MAKING99189
EAST ASIA AND THE PACIFIC00GRANT-MAKING262136
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANT-MAKING673473
MIDDLE EAST AND NORTH AFRICA00GRANT-MAKING122697
NORTH AMERICA00GRANT-MAKING4500
RUSSIA & THE NEWLY INDEPENDENT STATES00GRANT-MAKING17925
SOUTH AMERICA00GRANT-MAKING256362
SOUTH ASIA00GRANT-MAKING606109
SUB-SAHARAN AFRICA00GRANT-MAKING1373687
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS415322000
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS75639000
NORTH AMERICA00INVESTMENTS10731000
SUB-SAHARAN AFRICA00INVESTMENTS3232000
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES112992
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES683421
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES1428143
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES206925
NORTH AMERICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES218228
RUSSIA & THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES11686
SOUTH AMERICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES151294
SOUTH ASIA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES357776
SUB-SAHARAN AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES630102
CENTRAL AMERICA AND THE CARIBBEAN00FUNDRAISING214
EAST ASIA AND THE PACIFIC00FUNDRAISING50753
EUROPE (INCLUDING ICELAND & GREENLAND)00FUNDRAISING153262
MIDDLE EAST AND NORTH AFRICA00FUNDRAISING1753
NORTH AMERICA00FUNDRAISING5281
RUSSIA & THE NEWLY INDEPENDENT STATES00FUNDRAISING22698
SOUTH AMERICA00FUNDRAISING2566
SOUTH ASIA00FUNDRAISING29725
FieldValueIRS element (for citing)
Subtotal Number Of Offices10SubtotalNumberOfOffices
Subtotal Number Of Employees10SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices10TotalNumberOfOffices
Total Number Of Employees10TotalNumberOfEmployees
Subtotal Amount Spent6206736SubtotalAmountSpent
Cont Amount Spent511249402ContAmountSpent
Total Amount Spent517456138TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (44 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT32750WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT192404WIRE
SOUTH AMERICASUBCONTRACT RESEARCH GRANT6480WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT205899WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT21519WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT166261WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT9970WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT11218CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT26967WIRE
MIDDLE EAST AND NORTH AFRICASUBCONTRACT RESEARCH GRANT89579CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT53837WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT19000WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT15826CHECK
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT21429WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT60143CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT5650WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT76478WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT6381WIRE
SOUTH AMERICASUBCONTRACT RESEARCH GRANT12090CHECK
SOUTH AMERICASUBCONTRACT RESEARCH GRANT229971WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT242909WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT27138WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT80654WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT14542WIRE
CENTRAL AMERICA AND THE CARIBBEANSUBCONTRACT RESEARCH GRANT50256WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT59792WIRE
CENTRAL AMERICA AND THE CARIBBEANSUBCONTRACT RESEARCH GRANT27952WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT14728WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT142666WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT19164WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT22683WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT18279WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT16264WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT25000WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT10034WIRE
SOUTH ASIASUBCONTRACT RESEARCH GRANT8334CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT16650WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT97826WIRE
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT9930WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT41266WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT13485WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT24867CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT153442WIRE
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT27500WIRE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs44TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (27 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FELLOWSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)11000CHECK
FELLOWSHIPSSOUTH ASIA11900CHECK
FELLOWSHIPSSOUTH ASIA12000WIRE TRANSFER
INTERNATIONAL PROGRAM ADVANCESEUROPE (INCLUDING ICELAND & GREENLAND)123622ELECTRONIC FUNDS TRANSFER
INTERNATIONAL PROGRAM ADVANCESSUB-SAHARAN AFRICA6303472WIRE TRANSFER
SCHOLARSHIPSEAST ASIA AND THE PACIFIC844880CHECK
SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)764009CHECK
SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA333118CHECK
SCHOLARSHIPSRUSSIA & THE NEWLY INDEPENDENT STATES115116CHECK
SCHOLARSHIPSSOUTH AMERICA11163CHECK
SCHOLARSHIPSSOUTH ASIA16162154CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA10150930CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA11000WIRE TRANSFER
STUDENT PRIZESCENTRAL AMERICA AND THE CARIBBEAN24281CHECK
STUDENT PRIZESEAST ASIA AND THE PACIFIC56353CHECK
STUDENT PRIZESEUROPE (INCLUDING ICELAND & GREENLAND)12571CHECK
STUDENT PRIZESNORTH AMERICA11000CHECK
STUDENT PRIZESRUSSIA & THE NEWLY INDEPENDENT STATES12809CHECK
STUDENT PRIZESSOUTH ASIA39459CHECK
STUDENT PRIZESSUB-SAHARAN AFRICA1400CHECK
STUDENT STIPENDSEUROPE (INCLUDING ICELAND & GREENLAND)13500CHECK
STUDENT STIPENDSNORTH AMERICA13500CHECK
STUDENT STIPENDSSOUTH ASIA13500CHECK
SUBCONTRACT RESEARCH GRANTCENTRAL AMERICA AND THE CARIBBEAN116700WIRE TRANSFER
SUBCONTRACT RESEARCH GRANTSOUTH AMERICA12951WIRE TRANSFER
SUBCONTRACT RESEARCH GRANTSOUTH ASIA129909WIRE TRANSFER
SUBCONTRACT RESEARCH GRANTSUB-SAHARAN AFRICA278166WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust1InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: PROCEDURES FOR MONITORING GRANT FUNDS 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
RUFFALO CODY
65 KIRKWOOD NRDCEDAR RAPIDSIA52404TELEFUND VENDOR015272194376581089561
NEPTUNE WEB
48 GROVE STSOMERVILLEMA02144ONLINE WEBSITE DEVELOPER0043850-43850
KASPICK & COMPANY LLC
ONE BEACON STBOSTONMA02108PLANNED GIVING MANAGEMENT0024640-24640
MARTS & LUNDYINC
1200 WALL STLYNDHURSTNJ07071STRATEGY CONSULTING0021769-21769
NEW CITY MEDIA
2270 KRAFT DRBLACKSBURGVA24060WEB DEVELOPMENT0021733-21733
HARRIS CONNECTINC
1511 ROUTE 22BREWSTERNY10509ONLINE WEB SUPPORT0045600-45600
BWF
2461 SOUTH CLARK STARLINGTONVA22202STRATEGY CONSULTING0039350-39350
FieldValueIRS element (for citing)
Total Gross Receipts1527219TotalGrossReceipts
Total Retained By Contractors634600TotalRetainedByContractors
Total Net To Organization892619TotalNetToOrganization
Licensed StatesAKLicensedStates
Licensed StatesCOLicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesNHLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesWALicensedStates
Licensed StatesCALicensedStates
Licensed StatesAZLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (85 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
AHURA SCIENTIFIC INC
46 JONSPIN RDWILMINGTONMA01887010650031501 (C ) (3)45980SUBCONTRACT GRANT AWARD
AMERICAS PROMISE THE ALLIANCE FOR YOUTH
110 VERMONT AVE NW STE 900WASHINGTONDC20005541848713501 (C ) (3)21416SUBCONTRACT GRANT AWARD
BATTELLE
DEPT L998COLUMBUSOH43260314379427501 (C ) (3)68570SUBCONTRACT GRANT AWARD
BAYSTATE MEDICAL CENTER
PO BOX 1369SPRINGFIELDMA01101042790311501 (C ) (3)295992SUBCONTRACT GRANT AWARD
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE RM 262BOSTONMA02215042103881501 (C ) (3)76092SUBCONTRACT GRANT AWARD
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467042103545501 (C ) (3)152656SUBCONTRACT GRANT AWARD
BOSTON MEDICAL CENTER
GAMBRO BLDG 2ND FL/660 HARRISON AVEBOSTONMA02118043314093501 (C ) (3)498493SUBCONTRACT GRANT AWARDAVE
BOSTON PUBLIC HEALTH COMMISSION
1010 MASSACHUSETTS AVE 6TH FLBOSTONMA02118043316655501 (C ) (3)25308SUBCONTRACT GRANT AWARD
BOSTON UNIVERSITY
25 BUICK ST 2ND FLBOSTONMA021151301042103547501 (C ) (3)1003365SUBCONTRACT GRANT AWARD
BOSTON VA RESEARCH INSTITUTE
150 S HUNTINGTON AVE 151BBOSTONMA02130043081524501 (C ) (3)20000SUBCONTRACT GRANT AWARD
BRAZILIAN WOMEN'S GROUP
569 CAMBRIDGE STALLSTONMA02134043549382501 (C ) (3)18750SUBCONTRACT GRANT AWARD
BRIGHAM & WOMEN'S HOSPITAL
PO BOX 3887BOSTONMA02241042312909501 (C ) (3)64830SUBCONTRACT GRANT AWARD
BUNKER HILL COMMUNITY COLLEGE
250 NEW RUTHERFORD AVEBOSTONMA021292925046002284501 (C ) (3)14839SUBCONTRACT GRANT AWARD
CHILDREN'S HOSPITAL BOSTON
PO BOX 414413BOSTONMA022414413431987409501 (C ) (3)24718SUBCONTRACT GRANT AWARD
TRUSTEES OF COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY10087135598093501 (C ) (3)401082SUBCONTRACT GRANT AWARD
COMMUNITY ACTION AGENCY OF SOMERVILLE
66-70 UNION SQ 104SOMERVILLEMA02143042740838501 (C ) (3)14512SUBCONTRACT GRANT AWARD
COMMUNITY TEAMWORK INC
155 MERRIMACK STLOWELLMA01852042382027501 (C ) (3)110049SUBCONTRACT GRANT AWARD
CORNELL UNIVERSITY
PO BOX 22ITHACANY148510022150532082501 (C ) (3)30284SUBCONTRACT GRANT AWARD
CTR FOR COMM HEALTH EDUC RES AND SERVICE
716 COLUMBUS AVE STE 398BOSTONMA02120043286409501 (C ) (3)124637SUBCONTRACT GRANT AWARD
DARTMOUTH COLLEGE
11 ROPE FERRY RD 6210HANOVERNH037551404020222111501 (C ) (3)339988SUBCONTRACT GRANT AWARD
DEVELOPMENT ALTERNATIVES INC
7600 WISCONSIN AVE STE 200BETHESDAMD20814520904808501 (C ) (3)155356SUBCONTRACT GRANT AWARD
DUKE UNIVERSITY
2200 W MAIN ST SUITE 300DURHAMNC27705560532129501 (C ) (3)17043SUBCONTRACT GRANT AWARD
FLORIDA HOSPITAL
301 E PRINCETON STORLANDOFL32804593069793501 (C ) (3)10654SUBCONTRACT GRANT AWARD
GLOBAL FOOD & NUTRITION INC
1300 L ST NW 920WASHINGTONDC20005521931539501 (C ) (3)138102SUBCONTRACT GRANT AWARD
HAITIAN COALITION
268 R POWDERHOUSE BLVD APT 17CSOMERVILLEMA02145043324363501 (C ) (3)13786SUBCONTRACT GRANT AWARD
HARVARD UNIVERSITY
PO BOX 415649BOSTONMA022415649042103580501 (C ) (3)289292SUBCONTRACT GRANT AWARD
INDIANA UNIVERSITY
PO BOX 66057INDIANAPOLISIN462666057356001673501 (C ) (3)37180SUBCONTRACT GRANT AWARD
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENEW HAVENCT06510061660068501 (C ) (3)83230SUBCONTRACT GRANT AWARD
INTERCULTURAL CTR RESEARCH IN EDUCATION
366 MASSACHUSETTS AVEARLINGTONMA02474043108268501 (C ) (3)67792SUBCONTRACT GRANT AWARD
INTERNATIONAL NUTRITION FOUNDATION
150 HARRISON AVE RM 232BOSTONMA02111042761215501 (C ) (3)13821SUBCONTRACT GRANT AWARD
INTERNATIONAL CONSERVATION AND EDUCATION FUND
236 11TH ST SEWASHINGTONDC200022124800109071501 (C ) (3)99652SUBCONTRACT GRANT AWARD
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRCHICAGOIL60693520595110501 (C ) (3)151561SUBCONTRACT GRANT AWARD
LAHEY CLINIC INC
41 MALL RDBURLINGTONMA01805042704683501 (C ) (3)157500SUBCONTRACT GRANT AWARD
LEHIGH UNIVERSITY
526 BROADHEAD AVEBETHLEHEMPA18015240795445501 (C ) (3)5762SUBCONTRACT GRANT AWARD
LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE
PO BOX 60637 - TERMINAL ANNEXLOS ANGELESCA90060952138184501 (C ) (3)6890SUBCONTRACT GRANT AWARD
MAINE MEDICAL CENTER
22 BRAMHALL STPORTLANDME04102010238552501 (C ) (3)27337SUBCONTRACT GRANT AWARD
MARINE BIOLOGICAL LABORATORY
7 MBL STWOODS HOLEMA025431015042104690501 (C ) (3)12732SUBCONTRACT GRANT AWARD
MASS GENERAL HOSPITAL
PO BOX 3829BOSTONMA022413829042697983501 (C ) (3)110906SUBCONTRACT GRANT AWARD
MASS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501 (C ) (3)25446SUBCONTRACT GRANT AWARD
MICHIGAN STATE UNIVERSITY
301 ADMINISTRATION BLDGE LANSINGMI488241226386005984501 (C ) (3)129631SUBCONTRACT GRANT AWARD
MICROBIOTIX INC
ONE INNOVATION DRIVEWORCESTERMA01605061538344501 (C ) (3)214910SUBCONTRACT GRANT AWARD
THE MIRIAM HOSPITAL
593 EDDY ST - RES ADMINPROVIDENCERI02903050258905501 (C ) (3)123623SUBCONTRACT GRANT AWARD
NAMI SOUTHWESTERN PENNSYLVANIA
105 BRAUNLICH DRIVE STE 200PITTSBURGHPA15237251477291501 (C ) (3)33989SUBCONTRACT GRANT AWARD
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501 (C ) (3)19883SUBCONTRACT GRANT AWARD
NUVERA BIOSCIENCES INC
400 W CUMMINGS PK STE 5350WOBURNMA01801043492701501 (C ) (3)44948SUBCONTRACT GRANT AWARD
PARLANCE CORP
400 W CUMMINGS PK STE 200WOBURNMA01801043334185501 (C ) (3)17700SUBCONTRACT GRANT AWARD
PENNINGTON BIOMEDICAL RESEARCH CENTER
6400 PERKINS RDBATTON ROUGELA708084124726000848501 (C ) (3)6019SUBCONTRACT GRANT AWARD
THE PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE SUITE 401STATE COLLEGEPA168014819246000376501 (C ) (3)100127SUBCONTRACT GRANT AWARD
PINE MANOR COLLEGE
400 HEATH STCHESTNUT HILLMA024672332042321292501 (C ) (3)6539SUBCONTRACT GRANT AWARD
PURDUE UNIVERSITY
23510 NETWORK PLCHICAGOIL606731235356002041501 (C ) (3)103966SUBCONTRACT GRANT AWARD
RENSSELAER POLYTECHNIC INSTITUTE
PO BOX 33375HARTFORDCT061503375141340095501 (C ) (3)30078SUBCONTRACT GRANT AWARD
RESEARCH INST NATIONWIDE CHILDRENS HOSP
PO BOX 715245COLUMBUSOH432715245316056230501 (C ) (3)6540SUBCONTRACT GRANT AWARD
SAN JOSE STATE UNIVERSITY
210 N FOURTH STSAN JOSECA95112946017638501 (C ) (3)128781SUBCONTRACT GRANT AWARD
SAVE THE CHILDREN
54 WILTON RDWESTPORTCT06880060726487501 (C ) (3)229801SUBCONTRACT GRANT AWARD
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501 (C ) (3)28721SUBCONTRACT GRANT AWARD
SHARED TECHNOLOGIES FAIRCHILD
PO BOX 4869HOUSTONTX772104869521192851501 (C ) (3)401734SUBCONTRACT GRANT AWARD
SOMERVILLE COMMUNITY CORP
337 SOMERVILLE AVE2ND FLSOMERVILLEMA02143237293380501 (C ) (3)48628SUBCONTRACT GRANT AWARD
SPAULDING REHABILITATION HOSPITAL
PO BOX 3903BOSTONMA021143903042551124501 (C ) (3)42839SUBCONTRACT GRANT AWARD
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941156365501 (C ) (3)276566SUBCONTRACT GRANT AWARD
THE CHARLES STARK DRAPER LAB INC
PO BOX 3484BOSTONMA02241042505372501 (C ) (3)211375SUBCONTRACT GRANT AWARD
SYNAPTIC RESEARCH LLC
1448 SOUTH ROLLING ROADBALTIMOREMD21227205487221501 (C ) (3)186700SUBCONTRACT GRANT AWARD
TBMS
1600 BOSTON-PROVIDENCE HWYWALPOLEMA02081593828470501 (C ) (3)34200SUBCONTRACT GRANT AWARD
TECHNICAL EDUCATION RESEARCH CENTER INC
2067 MASSACHUSETTS AVECAMBRIDGEMA02140046134355501 (C ) (3)213262SUBCONTRACT GRANT AWARD
TEXAS A&M UNIVERSITY
1470 WILLIAM D FITCH PKWYCOLLEGE STATIONTX778454645746000531501 (C ) (3)51486SUBCONTRACT GRANT AWARD
TUFTS MEDICAL CENTER
750 WASHINGTON STBOSTONMA02111043400617501 (C ) (3)5965246SUBCONTRACT GRANT AWARD
TUSKEGEE UNIVERSITY
KRESGE CENTER RM 204TUSKEGEE INSTAL36068630288878501 (C ) (3)46010SUBCONTRACT GRANT AWARD
UNIV OF CALIFORNIA REGENTS
BOX 951432LOS ANGELESCA900959000946002123501 (C ) (3)13862SUBCONTRACT GRANT AWARD
UNIV OF MEDICINE & DENTISTRY OF NEW JERSEY
PO BOX 2685NEW BRUNSWICKNJ089032685221980408501 (C ) (3)313524SUBCONTRACT GRANT AWARD
UNIV OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131856000642501 (C ) (3)100000SUBCONTRACT GRANT AWARD
UNIV OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 402420ATLANTAGA303842420566001393501 (C ) (3)155832SUBCONTRACT GRANT AWARD
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRLA JOLLACA920930009956006144501 (C ) (3)22291SUBCONTRACT GRANT AWARD
UNIVERSITY OF ILLINOIS
PO BOX 20787SPRINGFIELDIL627080787376000511501 (C ) (3)127768SUBCONTRACT GRANT AWARD
UNIVERSITY OF MARYLAND
CHESAPEAKE BLDG ROOM 4101COLLEGE PARKMD207423141526002033501 (C ) (3)47022SUBCONTRACT GRANT AWARD
UNIVERSITY OF MASSACHUSETTS
285 OLD WESTPORT RDNORTH DARTMOUTHMA02747043167352501 (C ) (3)390924SUBCONTRACT GRANT AWARD
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386006309501 (C ) (3)41868SUBCONTRACT GRANT AWARD
UNIVERSITY OF NEBRASKA
312 N 14TH ST ALEXANDER WEST BLDGLINCOLNNE685880430470049123501 (C ) (3)32064SUBCONTRACT GRANT AWARD
UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE RDDURHAMNH038243585026000937501 (C ) (3)35366SUBCONTRACT GRANT AWARD
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685501 (C ) (3)32809SUBCONTRACT GRANT AWARD
UNIVERSITY OF ROCHESTER
910 GENESEE ST SUITE 200ROCHESTERNY146113847160743209501 (C ) (3)24931SUBCONTRACT GRANT AWARD
UNIVERSITY OF TENNESSEE
210 STUDENT SERVICES BUILDINGKNOXVILLETN379960225626001636501 (C ) (3)22488SUBCONTRACT GRANT AWARD
UNIVERSITY OF TEXAS
PO BOX 841765DALLASTX752841765741761309501 (C ) (3)30200SUBCONTRACT GRANT AWARD
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRCHICAGOIL60693916001537501 (C ) (3)213645SUBCONTRACT GRANT AWARD
WASHINGTON UNIVERSITY
700 ROSEDALE AVEST LOUISMO631121408430653611501 (C ) (3)10823SUBCONTRACT GRANT AWARD
THE WELCOME PROJECT
530 MYSTIC AVE 111SOMERVILLEMA02145043088140501 (C ) (3)10000SUBCONTRACT GRANT AWARD
YESHIVA UNIVERSITY
1300 MORRIS PARK AVEBRONXNY10461131624225501 (C ) (3)17515SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants85TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS6304101529494
FELLOWSHIPS4154181185
STUDENT PRIZES597617112
STUDENT STIPENDS222322279

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org1CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ANTHONY P MONACO
250170000712300343480206640376412000
LAWRENCE S BACOW
373687000177344004103503559002223752000
MICHAEL A BAENEN
1459950006340166930105910173913000
PATRICIA L CAMPBELL
41847000029620479100147890484131000
KATHLEEN CRONIN
184678000173330263550232950251661000
MARY R JEKA
30117900011107039030082510359567000
ERIC C JOHNSON
23147607326025760309530216220293953000
DAVID J KAHLE
2743210002810367350226540333991000
DARLEEN PATRICIA KARP
1579820001707018857094810188027000
BRIAN K LEE
346929050000038600459150453840492088000
THOMAS S MCGURTY
31065800013960421660194970373717000
MARGARET E NEWELL
3375670004066031410082730381316000
RICHARD REYNOLDS
237250000285803024801710270527000
LINDA M ABRIOLA
27346100012050314100214150327491000
JOANNE E BERGER-SWEENEY
2890380006890314100307800351917000
HARRIS A BERMAN
41579400062140314100159830469401000
DEBORAH T KOCHEVAR
2281730009650301040205810279823000
LONNIE NORRIS
216261000304540297780113190287812000
NAOMI ROSENBERG
23703200015360312000169140286682000
HUW THOMAS
1547570001489021253039860181485000
STEPHEN W BOSWORTH
31275900030640031410014680376277000
SALLY DUNGAN
33938802393720187701701740241000774911000
NAUSHIRWAN R MEHTA
1942060203667024180259400218880448119000
RENEE R NADLER
2486510134858057601130170183700515472000
MARIA PAPAGEORGE
175497037636607100227450668590642177000
JAMSHED BHARUCHA
22595300015718039660091910290522000

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AFIRST-CLASS TRAVEL : VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. THIS BENEFIT IS NOT TAXABLE AS THIS IS A BUSINESS EXPENSE. TRAVEL FOR COMPANIONS: THE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION. THE DEAN OF THE FLETCHER SCHOOL TRAVELS FREQUENTLY WITH HIS SPOUSE AS PART OF THE FOREIGN RELATIONS WORK FOR THE UNIVERSITY. THE SPOUSAL PORTION IS TAXED TO THE EMPLOYEE. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS-UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). PERSONAL SERVICES (E.G. MAID, CHAUFFEUR, CHEF): 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.
PART I, LINES 4A-BPART I, LINES 4A-B: LINE 4A - LAWRENCE S. BACOW: AFTER SERVING AS THE TWELFTH PRESIDENT OF THE UNIVERSITY FOR 10 YEARS, LAWRENCE S. BACOW STEPPED DOWN AS PRESIDENT ON JULY 31, 2011. DURING HIS TENURE AS PRESIDENT, THE UNIVERSITY SOLIDIFIED ITS POSITION AS A LEADER IN TEACHING, RESEARCH AND PUBLIC SERVICE AND CIVIC ENGAGEMENT, BOTH NATIONALLY AND INTERNATIONALLY. IN ADDITION, PRESIDENT BACOW WORKED TO STRENGTHEN THE UNIVERSITY THROUGH EFFECTIVE OUTREACH TO ALUMNI, PARENTS AND FRIENDS; THE UNIVERSITY BENEFITED FROM UNPRECEDENTED DONOR GENEROSITY AND COMPLETED ITS HISTORIC BEYOND BOUNDARIES CAMPAIGN, WHICH RAISED $1.2 BILLION TO SUPPORT TUFTS' HIGHEST ACADEMIC PRIORITIES. UNDER HIS LEADERSHIP, THE UNIVERSITY ALSO STRENGTHENED RELATIONSHIPS WITH ITS HOST COMMUNITIES. UPON RETIRING, PRESIDENT EMERITUS BACOW RECEIVED AN END-OF-SERVICE COMPENSATION PACKAGE THAT INCLUDED A ONE-TIME LUMP-SUM PAYMENT. 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.
PART I, LINE 5DR. 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 2011, INCENTIVE PAYMENTS TOTALED $376,366 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE.
PART I, LINE 6SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $104,072 WAS MADE IN FYE 06/30/11 AND LATER PAID IN AUGUST, 2011. 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). DR. NAUSHIRWAN R. MEHTA, 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). AS A MEMBER OF TDA, HE MANAGES THE DENTAL CLINIC AND IS ENTITLED TO AN INCENTIVE CONTRACT THAT IS PAID OVER 24 PAY PERIODS. DURING 2011, HE RECEIVED AN INCENTIVE PAYMENT TOTALING $203,667 BASED ON NET EARNINGS FOR HIS PRACTICE. RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $61,205 WAS MADE IN 2011. 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).
PART I, LINE 7BRIAN K. LEE, FORMER SR. V.P., UNIVERSITY ADVANCEMENT, RECEIVED A PERFORMANCE BONUS OF $50,000 FOR THE SUCCESSFUL COMPLETION OF A MAJOR UNIVERSITY FUNDRAISING CAMPAIGN. ERIC C. JOHNSON, V.P., UNIVERSITY ADVANCEMENT, RECEIVED A DISCRETIONARY BONUS OF $7,325 FOR OUTSTANDING PERFORMANCE. SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $34,691 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 $20,402 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).
PART III990, SCH J, PART II, CLM. D NONTAXABLE BENEFITS NONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR FORMER PRESIDENT BACOW AND NEW PRESIDENT ANTHONY MONACO. TUITION REMISSION BENEFITS WERE INCLUDED FOR BRIAN K. LEE, JOANNE BERGER-SWEENEY, AND DR. MARIA PAPAGEORGE.SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MHEFA SERIES N
04245601157586CV362008-03-27140600000REFUNDED AUG-04; JAN-06000
MHEFA SERIES O
04245601157586EBG52008-11-1383752144CONST & EQUIP FACILITY000
MHEFA SERIES M
04245601157586EJT92009-06-1166548467REFUNDED MAY-1998000
MDFA SERIES P
04343181457583R7L32011-02-0850532192REFUNDED APR-2001000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsOther Spent ProceedsOtherSpentProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletion
11340201406000006000001394000001011
1200000838306047521440011830990012010
607284966548484536881660095861011
1045850532211532192500000091011

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0111110.009200.001900.011101
0111110.029000.000400.029401
0111111
0111111

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsBusiness Name Line2NameOfHedgeProvider/BusinessNameLine2Term Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
DEUTSCHE BANK AND
011BANK OF AMERICA30.00000000000010001
(no name)
000001
(no name)
000001
BARCLAYS BNY
011MELLON25.00000000000000001
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
MARIA GOVE TRINGALE
CURR.OFFICER SPOUSE174022EMPLOYMENT0
JAMES NEWELL
CURR.OFFICERBROTHER93495EMPLOYMENT0
CHARLES RIVER LABORATORIES
KEY-EE IS BD MEMBER637591LAB SERVICES0
MORTON B ROSENBERG
CURR.KEY EE SPOUSE193064EMPLOYMENT0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901200NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990140NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9906375NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions154NumberOfContributions
Noncash Contribs Rptd F9902740817NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99067810NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F990572455NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XMEDICAL EQUIP.3730501FMV
XINSTRUMENTS19733FMV
XDINNER EVENTS519732COST
XCOMPUTERS1183785FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL-YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NUMBER OF VOLUNTEERSFORM 990, PART I, LINE 6TUFTS 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-3FORM 990, PART V, LINE 2ATHE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,446 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2011. THIS AMOUNT INCLUDES FULL-TIME STAFF,FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS.
FORM 990, PART VI, SECTION A, LINE 2THOMAS M. ALPERIN BRIAN KAVOOGIAN BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11THE 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. THE RETURN WAS THEN PROVIDED AS FILED WITH THE IRS, TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 OUT ANNUALLY AFTER FISCAL YEAR END. AFTER READING THE CONFLICT OF INTEREST POLICY, EACH MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED AND DATED, AND RETURNED 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. THE INDIVIDUAL BOARD MEMBER THEN CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVES IS DONE SO 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, ALSO SERVING AS THE CHAIR, ALONG WITH FOUR OTHER MEMBERS, EACH SERVING A TERM OF 3 YEARS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT THE END OF EACH FISCAL YEAR 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 IN THE MINUTES. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2012 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2012. FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS AND KEY EMPLOYEES, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT AND PROVOST.
FORM 990, PART VI, SECTION C, LINE 19TRUSTEES 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.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -42,377,141. CHANGE IN SPLIT INTEREST AGREEMENTS -732,984. NET INCOME FROM CONSOLIDATED ENTITIES 868,819. CUMULATIVE EFFECT OF ACCOUNTING CHANGE -3,145,000. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS -37,585,035. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC,A RELATED ORGANIZATION 781,741. TOTAL TO FORM 990, PART XI, LINE 5: -82,189,600.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA00TRUSTEES OF TUFTS COLLEGE
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE44877273779518TRUSTEES OF TUFTS COLLEGE
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA680730TRUSTEES OF TUFTS COLLEGE

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(C)(3)11A - TYPE ITRUSTEES OF TUFTS COLLEGE1
WALNUT HILL PROPERTIES CORP
PO BOX 53 TRUSTEES OF TUFTS COLLEGEMEDFORDMA02153043419100REAL ESTATE MANAGEMENTMA501(C)(3)11A - TYPE ITRUSTEES OF TUFTS COLLEGE1
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SVC'S.MA501(C)(3)11C - TYPE IIITRUSTEES OF TUFTS COLLEGE1
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(C)(3)9TRUSTEES OF TUFTS COLLEGE1
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CAREMA501(C)(3)11A - TYPE ITRUSTEES OF TUFTS COLLEGE1
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(C)(9)TRUSTEES OF TUFTS COLLEGE1
TUFTS UNIVERSITY BASIC RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043031124RETIREMENT TRUSTMA401(A)TRUSTEES OF TUFTS COLLEGE1

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMATRUSTEES OF TUFTS COLLEGEC202511.00000
PERPETUAL TRUSTS - 6
SUPPORTMATRUSTEES OF TUFTS COLLEGET
CHARITABLE REMAINDER UNITRUSTS - 39
SUPPORTMATRUSTEES OF TUFTS COLLEGET
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
WALNUT HILL PROPERTIES CORP
A265300FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
D14213453FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
J645717FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K165901FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
A113921FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
D1749447FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
Q300000FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
R273064FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
P599000FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
K90000FAIR MARKET VALUE
TUFTS SHARED SERVICES INC
L5653000FAIR MARKET VALUE
TUFTS UNIVERSITY POST RETIREMENT PLAN
O324000FAIR MARKET VALUE
TUFTS HEALTH CARE INSTITUTE
L150000FAIR MARKET VALUE

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceSCHEDULE R, PART IV, COLUMN (A)ReturnReference
ExplanationTHE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, MASSACHUSETTS, PENNSYLVANIA, AND VIRGINIA.Explanation

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedSchedule (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINTotal Grassroots LobbyingTotalGrassrootsLobbyingTotal Direct LobbyingTotalDirectLobbyingTotal Lobbying ExpendituresTotalLobbyingExpendituresOther Exempt Purpose ExpendituresOtherExemptPurposeExpendituresTotal Exempt Purpose ExpendituresTotalExemptPurposeExpendituresLobbying NontaxableLobbyingNontaxableAmountGrassroots NontaxableGrassrootsNontaxableAmountTot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontxTot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontxShare Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrsAddress Line2AddressUS/AddressLine2Electing OrgElectingOrg
TUFTS SHARED SERVICES INC
171 HARRISON AVENUEBOSTONMA021112370008270002530751225307512$1,000,000$250,000000
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA0214404382858200052855115285511$414,276$103,569000
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA0153604343067400065209136520913$476,046$119,012000
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITYMEDFORDMA0215504341910000035019113501911$325,096$81,274000BRANCH
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA0211104328992600014509221450922$220,092$55,023000
TRUSTEES OF TUFTS COLLEGE
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA021440421036340402965402965804329549804732514$1,000,000$250,000000X