TRUSTEES OF TUFTS COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF TUFTS COLLEGE (EIN 04-2103634)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349304325
- Schema version
- 2010v3.4
- 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 L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:20:32-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 ATTN TAX DEPT | AddressLine1 |
| 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 |
| Phone | 6176273264 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANTHONY MONACO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HOLLAND STREET ATTN TAX DEPT | AddressLine1 |
| City | SOMERVILLE | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1542647020 | GrossReceipts |
| Group Return For Affiliates | 0 | 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 | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11152 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -1752705 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3439344 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 215068050 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 236685651 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 508218121 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 527263363 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 39119483 | InvestmentIncomePriorYear |
| Investment Income Current Year | 85228964 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5413519 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2530559 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 767819173 | TotalRevenuePriorYear |
| Total Revenue Current Year | 851708537 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 107634080 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 105752923 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 391787722 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 400734000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1156297 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1252054 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18568621 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 248270425 | OtherExpensePriorYear |
| Other Expenses Current Year | 260233072 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 748848524 | TotalExpensesPriorYear |
| Total Expenses Current Year | 767972049 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18970649 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 83736488 | RevenuesLessExpensesCY |
| Total Assets BOY | 2455510314 | TotalAssetsBOY |
| Total Assets EOY | 2718084090 | TotalAssetsEOY |
| Total Liabilities BOY | 667733763 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 668645597 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1787776551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2049438493 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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 | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 389239356 | Expense |
| Grants | 90797645 | Grants |
| Revenue | 390737031 | Revenue |
| Description | INSTRUCTION - DURING THE 2010-2011 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,463 UNDERGRADUATE, 1,218 GRADUATE AND 458 PROFESSIONAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 249251000 | Expense |
| Grants | 14955278 | Grants |
| Revenue | 90919278 | Revenue |
| Description | RESEARCH - THERE WERE 1,476 GOVERNMENT AND 614 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2011. 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 | 48992295 | Expense |
| Grants | 0 | Grants |
| Revenue | 45607054 | Revenue |
| Description | AUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2010 TAX YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,536 STUDENTS. APPROXIMATELY 4,333 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 687482651 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 2185 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | GH | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | 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 MCGURTY VP FINANCE & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176273264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 HOLLAND STREETROOM 318 | AddressLine1 |
| City | SOMERVILLE | City |
| State | MA | State |
| ZIP Code | 02144 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (67 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE S BACOW | |||||||||
| PRESIDENT | 40.00 | X | X | 687833 | 0 | 105832 | |||
| THOMAS M ALPERIN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ROBERT R BENDETSON | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ALISON BREED | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| A DANA CALLOW JR | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JEANNIE H DIEFENDERFER | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DANIEL J DOHERTY III | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| PETER R DOLAN | |||||||||
| TRUSTEE - VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |||
| FARES I FARES | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| LAURIE A GABRIEL | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| STEVEN M GALBRAITH | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| STEVEN A GOLDSTEIN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JOANNE S GOWA | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| VARNEY J HINTLIAN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DEBORAH R JOSPIN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| BRIAN H KAVOOGIAN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JEFFREY B KINDLER | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DEBRA S KNEZ | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DANIEL A KRAFT | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ELLEN J KULLMAN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ANDREW LIVERIS | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| KATHLEEN A MCCARTNEY | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| SETH I MERRIN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| IOANNIS MIAOULIS | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| KATHLEEN O'LOUGHLIN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| WILLIAM R O'REILLY JR | |||||||||
| TRUSTEE - VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |||
| PIERRE M OMIDYAR | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| KAREN M PRITZKER | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| DAVID RONE | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| HUGH R ROOME III | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ANDREW SAFRAN | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JANICE SAVIN-WILLIAMS | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| NEAL B SHAPIRO | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| EDWARD M SWAN JR | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JAMES A STERN | |||||||||
| TRUSTEE - CHAIRMAN OF BOARD | 3.00 | X | X | 0 | 0 | 0 | |||
| TINA SURH | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| ALFRED I TAUBER | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JONATHAN M TISCH | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| TERI COLEMAN VOLPERT | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| GLORIA WHITE-HAMMOND | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| THOMAS F WINKLER III | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JAMES J WONG | |||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||||
| JAMSHED BHARUCHA | |||||||||
| PROVOST & SR. VP | 40.00 | X | 449047 | 0 | 64660 | ||||
| PATRICIA LCAMPBELL | |||||||||
| EXECUTIVE VP | 40.00 | X | 393528 | 0 | 56765 | ||||
| KATHLEEN CRONIN | |||||||||
| VP HUMAN RESOURCES | 40.00 | X | 192277 | 0 | 48083 | ||||
| MARY R JEKA | |||||||||
| VP, UNIVERSITY RELATIONS | 40.00 | X | 292329 | 0 | 45672 | ||||
| DAVID J KAHLE | |||||||||
| VP & CHIEF INFORMATION OFF | 40.00 | X | 267219 | 0 | 58648 | ||||
| DARLEEN PATRICIA KARP | |||||||||
| ASSOCIATE TREASURER | 40.00 | X | 155852 | 0 | 27240 | ||||
| BRIAN K LEE | |||||||||
| VP UNIV. ADVANCEMENT | 40.00 | X | 328889 | 0 | 107929 | ||||
| THOMAS S MCGURTY | |||||||||
| VP FINANCE & TREASURER | 40.00 | X | 306428 | 0 | 58815 | ||||
| MICHAEL A BAENEN | |||||||||
| CHIEF OF STAFF | 40.00 | X | 138406 | 0 | 22246 | ||||
| PAUL J TRINGALE | |||||||||
| CORPORATE SECRETARY | 40.00 | X | 113327 | 0 | 20998 | ||||
| RICHARD REYNOLDS | |||||||||
| VP OPERATIONS | 40.00 | X | 224250 | 0 | 28298 | ||||
| LINDA M ABRIOLA | |||||||||
| DEAN ENGINEERING | 40.00 | 273115 | 0 | 32751 | X | ||||
| JOANNE BERGER-SWEENEY | |||||||||
| DEAN ARTS & SCIENCES | 40.00 | 102063 | 0 | 21463 | X | ||||
| HARRIS BERMAN | |||||||||
| DEAN MEDICAL SCHOOL | 40.00 | 369062 | 0 | 45940 | X | ||||
| DEBORAH T KOCHEVAR | |||||||||
| DEAN CUMMINGS SCHOOL | 40.00 | 225153 | 0 | 46014 | X | ||||
| LONNIE NORRIS | |||||||||
| DEAN DENTAL SCHOOL | 40.00 | 329660 | 0 | 46851 | X | ||||
| NAOMI ROSENBERG | |||||||||
| DEAN SACKLER SCHOOL | 40.00 | 224139 | 0 | 44714 | X | ||||
| STEPHEN W BOSWORTH | |||||||||
| DEAN FLETCHER SCHOOL | 40.00 | 285471 | 0 | 32771 | X | ||||
| SALLY DUNGAN | |||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 503412 | 0 | 53942 | X | ||||
| NAUSHIRWAN R MEHTA | |||||||||
| PROFESSOR & CHAIR | 40.00 | 375519 | 0 | 45652 | X | ||||
| RENEE R NADLER | |||||||||
| DIRECTOR OF INVESTMENTS | 40.00 | 334297 | 0 | 48148 | X | ||||
| MARIA PAPAGEORGE | |||||||||
| PROFESSOR & CHAIR | 40.00 | 498261 | 0 | 84686 | X | ||||
| JOHN M ROBERTO | |||||||||
| (FORMER) VP OPERATIONS | 40.00 | 116337 | 0 | 3695 | X | ||||
| ROBERT STERNBERG | |||||||||
| (FORMER) DEAN ARTS & SCIENCES | 40.00 | 214244 | 0 | 33458 | X | ||||
| KALPAKAM A SHASTRI | |||||||||
| (FORMER) ASSISTANT PROFESSOR | 40.00 | 184656 | 0 | 7094 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7482711 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1170902 | TotalOtherCompensation |
| Number Individuals GT100 K | 715 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ABM JANITORIAL SERVICES-NORTHEAST INC | |||||
| PO BOX 1534 | NEW YORK | NY | 10008 | CLEANING | 9346011 |
| BARR & BARR INC | |||||
| 260 COCHITUATE ROAD | FRAMINGHAM | MA | 01701 | CONSTRUCTION | 7888455 |
| COLUMBIA CONSTRUCTION CO | |||||
| 100 RIVERPARK DRIVE | NORTH READING | MA | 01864 | CONSTRUCTION | 2782008 |
| SHAWMUT DESIGN & CONSTRUCTION | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION | 2336343 |
| LR CONSTRUCTION INC | |||||
| 162 HOWARD STREET | FRAMINGHAM | MA | 01702 | CONSTRUCTION | 2088427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 113 | NumberOfContractorsGT100K |
| Government Grants | 143286923 | GovernmentGrants |
| All Other Contributions | 93398728 | AllOtherContributions |
| Noncash Contributions | 8009380 | NoncashContributions |
| Total Contributions | 236685651 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INSTRUCTION | 900099 | 390737031 | 390737031 | |
| CLINICAL AND OTHER EDU | 541900 | 90919278 | 89250133 | 1669145 |
| AUXILLIARY ENTERPRISES | 900099 | 45607054 | 45603532 | 3522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 527263363 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17075404 | TotalRevenueColumn |
| Exclusion | $17,075,404 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1677081 | TotalRevenueColumn |
| Exclusion | $1,677,081 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2368895 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1515417 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 853478 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 853478 | TotalRevenueColumn |
| Exclusion | $853,478 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 757576626 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 689423066 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68153560 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68153560 | TotalRevenueColumn |
| Unrelated Business Revenue | -3425372 | UnrelatedBusinessRevenue |
| Exclusion | $71,578,932 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 851708537 | TotalRevenueColumn |
| Related Or Exempt Function Income | 525590696 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1752705 | UnrelatedBusinessRevenue |
| Exclusion | $91,184,895 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13531461 | Total |
| Program Services | 13531461 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89809283 | Total |
| Program Services | 89809283 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2412179 | Total |
| Program Services | 2412179 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6265910 | Total |
| Program Services | 1899418 | ProgramServices |
| Management And General | 3440381 | ManagementAndGeneral |
| Fundraising | 926111 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323577705 | Total |
| Program Services | 281291876 | ProgramServices |
| Management And General | 32425560 | ManagementAndGeneral |
| Fundraising | 9860269 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23498405 | Total |
| Program Services | 19938804 | ProgramServices |
| Management And General | 2782095 | ManagementAndGeneral |
| Fundraising | 777506 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27743160 | Total |
| Program Services | 25379866 | ProgramServices |
| Management And General | 995418 | ManagementAndGeneral |
| Fundraising | 1367876 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19648820 | Total |
| Program Services | 16459638 | ProgramServices |
| Management And General | 2509550 | ManagementAndGeneral |
| Fundraising | 679632 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3668515 | Total |
| Program Services | 2858723 | ProgramServices |
| Management And General | 801297 | ManagementAndGeneral |
| Fundraising | 8495 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365318 | Total |
| Management And General | 365318 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328735 | Total |
| Management And General | 328735 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1252054 | Total |
| Fundraising | 1252054 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809424 | Total |
| Management And General | 809424 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44641611 | Total |
| Program Services | 40715396 | ProgramServices |
| Management And General | 3875644 | ManagementAndGeneral |
| Fundraising | 50571 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32732 | Total |
| Fundraising | 32732 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63736087 | Total |
| Program Services | 53174720 | ProgramServices |
| Management And General | 8539134 | ManagementAndGeneral |
| Fundraising | 2022233 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7199234 | Total |
| Program Services | 4963879 | ProgramServices |
| Management And General | 2102201 | ManagementAndGeneral |
| Fundraising | 133154 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690042 | Total |
| Program Services | 690042 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38050766 | Total |
| Program Services | 37215273 | ProgramServices |
| Management And General | 687225 | ManagementAndGeneral |
| Fundraising | 148268 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11268041 | Total |
| Program Services | 10216502 | ProgramServices |
| Management And General | 593871 | ManagementAndGeneral |
| Fundraising | 457668 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4015698 | Total |
| Program Services | 2927952 | ProgramServices |
| Management And General | 621163 | ManagementAndGeneral |
| Fundraising | 466583 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16734179 | Total |
| Program Services | 16366741 | ProgramServices |
| Management And General | 302232 | ManagementAndGeneral |
| Fundraising | 65206 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39140164 | Total |
| Program Services | 38280751 | ProgramServices |
| Management And General | 706900 | ManagementAndGeneral |
| Fundraising | 152513 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS | 9062856 | 8877450 | 23444 | 161962 |
| EQUIPMENT PURCHASES | 6815414 | 6815414 | ||
| SUBSIDIARY EXPENSE-TVET | 6596382 | 6596382 | ||
| GOODS AND SERVICES | 5535224 | 5529626 | 810 | 4788 |
| HONORARIA PAYMENTS | 1542650 | 1531275 | 10375 | 1000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767972049 | Total |
| Program Services | 687482651 | ProgramServices |
| Management And General | 61920777 | ManagementAndGeneral |
| Fundraising | 18568621 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111849903 | BOY |
| EOY | 59457952 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73331863 | BOY |
| EOY | 71350399 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16839627 | BOY |
| EOY | 18229444 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62068183 | BOY |
| EOY | 60765181 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383951 | BOY |
| EOY | 433473 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4625779 | BOY |
| EOY | 4631384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1202249605 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 502165291 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 680663826 | BOY |
| EOY | 700084314 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219537282 | BOY |
| EOY | 249528448 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144606818 | BOY |
| EOY | 1405401328 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22684435 | BOY |
| EOY | 24137372 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118918647 | BOY |
| EOY | 124064795 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2455510314 | BOY |
| EOY | 2718084090 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113955904 | BOY |
| EOY | 135505244 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63110171 | BOY |
| EOY | 64297994 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 410868270 | BOY |
| EOY | 400404600 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1415601 | BOY |
| EOY | 1831174 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78383817 | BOY |
| EOY | 66606585 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667733763 | BOY |
| EOY | 668645597 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920486643 | BOY |
| EOY | 1089468279 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376413432 | BOY |
| EOY | 442352522 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490876476 | BOY |
| EOY | 517617692 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1787776551 | BOY |
| EOY | 2049438493 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2455510314 | BOY |
| EOY | 2718084090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 83736488 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 177925454 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 328735 | FilingOrganizationsTotals |
| Affiliated Group Totals | 328735 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 328735 | FilingOrganizationsTotals |
| Affiliated Group Totals | 328735 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 749074693 | FilingOrganizationsTotals |
| Affiliated Group Totals | 784715736 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 749403428 | FilingOrganizationsTotals |
| Affiliated Group Totals | 785044471 | 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 | 401557 | CurrentYearMinus3 |
| Current Year Minus2 | 329730 | CurrentYearMinus2 |
| Current Year Minus1 | 345173 | CurrentYearMinus1 |
| Current Year | 328735 | CurrentYear |
| Total | 1405195 | 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 |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 1070263 | RevenuesIncluded |
| Assets In Part X | 7430636 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.40300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.34400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40223086 | OtherCostOrOtherBasis |
| Book Value | 40223086 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1012219320 | OtherCostOrOtherBasis |
| Depreciation | 407836701 | Depreciation |
| Book Value | 604382619 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 149807199 | OtherCostOrOtherBasis |
| Depreciation | 94328590 | Depreciation |
| Book Value | 55478609 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 700084314 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 597293919 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITIES | 225275258 | F |
| REAL ESTATE | 146087838 | F |
| COMMON TRUST EQUITY INDEX FUNDS | 363922216 | F |
| FUNDS HELD UNDER BOND AGREEMENTS | 1494526 | F |
| NATURAL RESOURCES | 56954431 | F |
| OTHER INVESTMENTS | 14373140 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1405401328 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GOVERNMENT ADVANCES | $27,270,524 |
| INTEREST RATE AGREEMENTS | $39,336,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 66606585 | TotalOfAmounts |
| Total Revenue | 851708537 | TotalRevenue |
| Total Expenses | 767972049 | TotalExpenses |
| Excess Or Deficit For Year | 83736488 | ExcessOrDeficitForYear |
| Other | $177,925,454 | OtherAmount |
| Total Adjustments | 177925454 | TotalAdjustments |
| Excess Or Deficit Per FS | 261661942 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 945111299 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 167213636 | NetUnrealizedGainsInvestments |
| Other Revenues | -75326291 | OtherRevenues |
| Revenue Not Rptd F990 | 91887345 | RevenueNotRptdF990 |
| Revenue Subtotal | 853223954 | RevenueSubtotal |
| Other Revenues Not Included | -1515417 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1515417 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 851708537 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 683449357 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 17683304 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 17683304 | ExpensesNotRptdF990 |
| Expenses Subtotal | 665766053 | ExpensesSubtotal |
| Other Expenses Not Included | 102205996 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 102205996 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 767972049 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: |
| CONSOLIDATED ENTITIES REVENUES 6,115,895. CUMULATIVE EFFECT OF ACCOUNTING CHANGE SFAS 158 781,000. CHANGE IN SPLIT INTEREST AGREEMENT 2,193,868. INTER-DEPARTMENTAL REQUISITION REVENUE 5,043,834. TUITION DISCOUNT -102,205,996. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS 11,725,685. NON OPERATING REVENUE NETTED WITH ADMINISTRATIVE EXPENSE 1,019,423. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE NETTED WITH RENTAL INCOME -1,515,417. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE NETTED WITH RENTAL INCOME 1,515,417. INTERDEPARTMENTAL REQUISITION REVENUE 5,043,834. CONSOLIDATED ENTITIES EXPENSES 10,667,015. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC -562,385. NON OPERATING REVENUE NETTED WITH ADMINISTRATIVE EXPENSE 1,019,423. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNT 102,205,996. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | 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." |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | 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 | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (37 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 5 | 7 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 0 |
| EAST ASIA AND THE PACIFIC | 3 | 2 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 0 |
| SOUTH AMERICA | 1 | 1 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 0 |
| SUB-SAHARAN AFRICA | 1 | 0 | PROGRAM SERVICES | STUDY-ABROAD EDUCATION PROGRAM | 0 |
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | RESEARCH | 0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 6 | PROGRAM SERVICES | RESEARCH | 0 |
| SUB-SAHARAN AFRICA | 0 | 13 | PROGRAM SERVICES | RESEARCH | 0 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANT-MAKING | 0 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANT-MAKING | 0 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANT-MAKING | 0 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANT-MAKING | 0 | |
| NORTH AMERICA | 0 | 0 | GRANT-MAKING | 0 | |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANT-MAKING | 0 | |
| SOUTH AMERICA | 0 | 0 | GRANT-MAKING | 0 | |
| SOUTH ASIA | 0 | 0 | GRANT-MAKING | 0 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANT-MAKING | 0 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 506820000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | 90048000 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | 8906000 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | 453000 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR MISSION RELATED ACTIVITIES | 0 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | FUNDRAISING | 0 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | 0 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | 0 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | FUNDRAISING | 0 | |
| NORTH AMERICA | 0 | 0 | FUNDRAISING | 0 | |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | FUNDRAISING | 0 | |
| SOUTH AMERICA | 0 | 0 | FUNDRAISING | 0 | |
| SOUTH ASIA | 0 | 0 | FUNDRAISING | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 10 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 31 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 10 | TotalNumberOfOffices |
| Total Number Of Employees | 31 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 606227000 | ContAmountSpent |
| Total Amount Spent | 606227000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (27 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 22750 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 139912 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 114720 | WIRE TRANSFER |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 65677 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 13758 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 22995 | WIRE TRANSFER |
| NORTH AMERICA | SUBCONTRACT RESEARCH GRANT | 13275 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 88749 | CHECK |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 97867 | WIRE TRANSFER |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 15382 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 29598 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 10980 | WIRE TRANSFER |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | 14660 | CHECK |
| EAST ASIA AND THE PACIFIC | SUBCONTRACT RESEARCH GRANT | 93779 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 83571 | CHECK |
| SOUTH ASIA | SUBCONTRACT RESEARCH GRANT | 74400 | WIRE TRANSFER |
| CENTRAL AMERICA AND THE CARIBBEAN | SUBCONTRACT RESEARCH GRANT | 14671 | WIRE TRANSFER |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | 21609 | CHECK |
| SOUTH AMERICA | SUBCONTRACT RESEARCH GRANT | 20124 | WIRE TRANSFER |
| NORTH AMERICA | SUBCONTRACT RESEARCH GRANT | 19249 | CHECK |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 56462 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 183585 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | SUBCONTRACT RESEARCH GRANT | 10000 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 66229 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACT RESEARCH GRANT | 16605 | WIRE TRANSFER |
| CENTRAL AMERICA AND THE CARIBBEAN | SUBCONTRACT RESEARCH GRANT | 100434 | WIRE TRANSFER |
| CENTRAL AMERICA AND THE CARIBBEAN | SUBCONTRACT RESEARCH GRANT | 12775 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 27 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (28 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| FELLOWSHIPS | EAST ASIA AND THE PACIFIC | 1 | 10000 | CHECK |
| FELLOWSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 3500 | CHECK |
| FELLOWSHIPS | MIDDLE EAST AND NORTH AFRICA | 3 | 11388 | CHECK |
| FELLOWSHIPS | SUB-SAHARAN AFRICA | 1 | 1429 | WIRE TRANSFER |
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 2 | 18190 | CHECK |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 14 | 49963 | CHECK |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 1 | 1500 | WIRE TRANSFER |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 10 | 65176 | CHECK |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 1 | 1549 | CHECK |
| SCHOLARSHIPS | NORTH AMERICA | 2 | 900 | CHECK |
| SCHOLARSHIPS | RUSSIA & THE NEWLY INDEPENDENT STATES | 1 | 16744 | CHECK |
| SCHOLARSHIPS | SOUTH AMERICA | 1 | 1628 | CHECK |
| SCHOLARSHIPS | SOUTH ASIA | 14 | 143662 | CHECK |
| SCHOLARSHIPS | SOUTH ASIA | 3 | 4651 | WIRE TRANSFER |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 11 | 162733 | CHECK |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 1 | 1163 | WIRE TRANSFER |
| STUDENT PRIZES | CENTRAL AMERICA AND THE CARIBBEAN | 1 | 2492 | CHECK |
| STUDENT PRIZES | EAST ASIA AND THE PACIFIC | 3 | 2186 | CHECK |
| STUDENT PRIZES | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 5199 | CHECK |
| STUDENT PRIZES | MIDDLE EAST AND NORTH AFRICA | 1 | 1287 | CHECK |
| STUDENT PRIZES | RUSSIA & THE NEWLY INDEPENDENT STATES | 1 | 1243 | CHECK |
| STUDENT PRIZES | SOUTH ASIA | 3 | 7643 | CHECK |
| STUDENT STIPENDS | MIDDLE EAST AND NORTH AFRICA | 1 | 7500 | CHECK |
| SUBCONTRACT RESEARCH GRANT | SOUTH AMERICA | 1 | 3614 | WIRE TRANSFER |
| INTERNATIONAL PROJECT ADVANCES | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 4485 | WIRE TRANSFER |
| INTERNATIONAL PROJECT ADVANCES | MIDDLE EAST AND NORTH AFRICA | 1 | 3140 | CHECK |
| INTERNATIONAL PROJECT ADVANCES | SOUTH ASIA | 1 | 11845 | WIRE TRANSFER |
| INTERNATIONAL PROJECT ADVANCES | SUB-SAHARAN AFRICA | 12 | 443553 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 1 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE 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. | |
| OTHER INFORMATION | SCHEDULE F, PART I, LINE 3: FOREIGN EXPENDITURES THE COLLEGE DOES NOT CURRENTLY TRACK FOREIGN EXPENDITURES FOR EACH PROGRAM SEPARATELY. THEREFORE, PURSUANT TO IRS GUIDANCE, DISCLOSURE OF FOREIGN EXPENDITURES IS NOT REQUIRED IN THE CURRENT YEAR. | SCHEDULE F, PART V |
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 | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (10 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 NRD | CEDAR RAPIDS | IA | 52404 | TELEFUND VENDOR | 0 | 615439 | 437512 | 177927 |
| NEPTUNE WEB | ||||||||
| 48 GROVE ST | SOMERVILLE | MA | 02144 | ONLINE WEBSITE DEVELOPER | 0 | 0 | 36312 | -36312 |
| KASPICK & COMPANY LLC | ||||||||
| ONE BEACON ST | BOSTON | MA | 02108 | PLANNED GIVING MANAGEMENT | 0 | 0 | 27056 | -27056 |
| MARTS & LUNDYINC | ||||||||
| 1200 WALL ST | LYNDHURST | NJ | 07071 | STRATEGY CONSULTING | 0 | 0 | 32759 | -32759 |
| BP PRODUCTIONS | ||||||||
| 3 CRANBERRY LN | HOPKINTON | MA | 01748 | VIDEO PRODUCTION | 0 | 0 | 56667 | -56667 |
| ISITE DESIGN | ||||||||
| 1 BROADWAY | CAMBRIDGE | MA | 02142 | WEB DEVELOPMENT | 0 | 0 | 31200 | -31200 |
| LOS LLC | ||||||||
| 153 REGENT ST | SARATOGA SPRINGS | NY | 12866 | STRATEGY CONSULTING | 0 | 0 | 21269 | -21269 |
| NCM INC | ||||||||
| 100 E PENN AVE | BALTIMORE | MD | 21286 | MARKETING | 0 | 0 | 39550 | -39550 |
| NIMBLE | ||||||||
| 121 THORNDIKE ST | BROOKLINE | MA | 02446 | WEB DEVELOPMENT | 0 | 0 | 12175 | -12175 |
| BS DESIGN | ||||||||
| 750 NARRAGANSETT PKY | WARWICK | RI | 02888 | MARKETING | 0 | 0 | 24103 | -24103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 615439 | TotalGrossReceipts |
| Total Retained By Contractors | 718603 | TotalRetainedByContractors |
| Total Net To Organization | -103164 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | AZ | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (89 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ABSOLUTE SCIENCE INC | |||||||
| PO BOX 382366 | CAMBRIDGE | MA | 02238 | 043508411 | 501 (C ) (3) | 36800 | SUBCONTRACT GRANT AWARD |
| AMERICAS PROMISE THE ALLIANCE FOR YOUTH | |||||||
| 110 VERMONT AVE NW STE 900 | WASHINGTON | DC | 20005 | 541848713 | 501 (C ) (3) | 18472 | SUBCONTRACT GRANT AWARD |
| BATTELLE | |||||||
| DEPT L998 | COLUMBUS | OH | 43260 | 314379427 | 501 (C ) (3) | 26065 | SUBCONTRACT GRANT AWARD |
| BAYSTATE MEDICAL CENTER | |||||||
| PO BOX 1369 | SPRINGFIELD | MA | 01101 | 042790311 | 501 (C ) (3) | 173158 | SUBCONTRACT GRANT AWARD |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE RM 262 | BOSTON | MA | 02215 | 042103881 | 501 (C ) (3) | 30579 | SUBCONTRACT GRANT AWARD |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | 237209691 | 501 (C ) (3) | 6671 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 042103545 | 501 (C ) (3) | 81510 | SUBCONTRACT GRANT AWARD |
| BOSTON MEDICAL CENTER | |||||||
| GAMBRO BLDG 2ND FL660 HARRISON AVE | BOSTON | MA | 02118 | 043314093 | 501 (C ) (3) | 830524 | SUBCONTRACT GRANT AWARD |
| BOSTON UNIVERSITY | |||||||
| 25 BUICK ST 2ND FL | BOSTON | MA | 021151301 | 042103547 | 501 (C ) (3) | 1548901 | SUBCONTRACT GRANT AWARD |
| BRAZILIAN WOMEN'S GROUP | |||||||
| 569 CAMBRIDGE ST | ALLSTON | MA | 02134 | 043549382 | 501 (C ) (3) | 12750 | SUBCONTRACT GRANT AWARD |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| PO BOX 3887 | BOSTON | MA | 02241 | 042312909 | 501 (C ) (3) | 203473 | SUBCONTRACT GRANT AWARD |
| BROOKHAVEN NATIONAL LABORATORY | |||||||
| PO BOX 5000 | UPTON | NY | 11973 | 116003330 | 501 (C ) (3) | 15309 | SUBCONTRACT GRANT AWARD |
| BROWN UNIVERSITY | |||||||
| BOX 1911 | PROVIDENCE | RI | 02912 | 050258809 | 501 (C ) (3) | 20896 | SUBCONTRACT GRANT AWARD |
| BUNKER HILL COMMUNITY COLLEGE | |||||||
| 250 NEW RUTHERFORD AVE | BOSTON | MA | 021292925 | 046002284 | 501 (C ) (3) | 8811 | SUBCONTRACT GRANT AWARD |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| PO BOX 414413 | BOSTON | MA | 022414413 | 431987409 | 501 (C ) (3) | 54460 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | 501 (C ) (3) | 733701 | SUBCONTRACT GRANT AWARD |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | |||||||
| 66-70 UNION SQ 104 | SOMERVILLE | MA | 02143 | 042740838 | 501 (C ) (3) | 14357 | SUBCONTRACT GRANT AWARD |
| CTR FOR COMM HEALTH EDUC RES AND SERVICE | |||||||
| 716 COLUMBUS AVE STE 398 | BOSTON | MA | 02120 | 043286409 | 501 (C ) (3) | 91017 | SUBCONTRACT GRANT AWARD |
| DARTMOUTH COLLEGE | |||||||
| 11 ROPE FERRY RD 6210 | HANOVER | NH | 037551404 | 020222111 | 501 (C ) (3) | 254464 | SUBCONTRACT GRANT AWARD |
| DEVELOPMENT ALTERNATIVES INC | |||||||
| 7600 WISCONSIN AVE STE 200 | BETHESDA | MD | 20814 | 520904808 | 501 (C ) (3) | 8240 | SUBCONTRACT GRANT AWARD |
| DUKE UNIVERSITY | |||||||
| 2200 W MAIN ST SUITE 300 | DURHAM | NC | 27705 | 560532129 | 501 (C ) (3) | 75612 | SUBCONTRACT GRANT AWARD |
| FLORIDA HOSPITAL | |||||||
| 2566 LEE RD | WINTER PARK | FL | 32789 | 593069793 | 501 (C ) (3) | 79201 | SUBCONTRACT GRANT AWARD |
| GEORGIA TECH RESEARCH CORP | |||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | 501 (C ) (3) | 46455 | SUBCONTRACT GRANT AWARD |
| GLOBAL FOOD & NUTRITION INC | |||||||
| 1300 L ST NW 920 | WASHINGTON | DC | 20005 | 521931539 | 501 (C ) (3) | 135126 | SUBCONTRACT GRANT AWARD |
| HAITIAN COALITION | |||||||
| 268 R POWDERHOUSE BLVD APT 17C | SOMERVILLE | MA | 02145 | 043324363 | 501 (C ) (3) | 27420 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | 150532200 | 501 (C ) (3) | 108001 | SUBCONTRACT GRANT AWARD |
| HARVARD UNIVERSITY | |||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | 042103580 | 501 (C ) (3) | 516202 | SUBCONTRACT GRANT AWARD |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY ST | BOSTON | MA | 02116 | 042229839 | 501 (C ) (3) | 10000 | SUBCONTRACT GRANT AWARD |
| HEBREW REHABILITATION CENTER | |||||||
| 1200 CENTER ST | BOSTON | MA | 02131 | 042104298 | 501 (C ) (3) | 7511 | SUBCONTRACT GRANT AWARD |
| HYPERION BIOTECHNOLOGY INC | |||||||
| 13302 LANGTRY ST | SAN ANTONIO | TX | 78248 | 742902390 | 501 (C ) (3) | 94657 | SUBCONTRACT GRANT AWARD |
| INDIANA UNIVERSITY | |||||||
| PO BOX 66057 | INDIANAPOLIS | IN | 462666057 | 356001673 | 501 (C ) (3) | 179225 | SUBCONTRACT GRANT AWARD |
| INTERCULTURAL CTR RESEARCH IN EDUCATION | |||||||
| 366 MASSACHUSETTS AVE | ARLINGTON | MA | 02474 | 043108268 | 501 (C ) (3) | 104097 | SUBCONTRACT GRANT AWARD |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 12529 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 520595110 | 501 (C ) (3) | 48870 | SUBCONTRACT GRANT AWARD |
| LATINO HEALTH INSTITUTE INC | |||||||
| 95 BERKELEY ST SUITE 600 | BOSTON | MA | 021166230 | 222979908 | 501 (C ) (3) | 8089 | SUBCONTRACT GRANT AWARD |
| LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE | |||||||
| PO BOX 60637 - TERMINAL ANNEX | LOS ANGELES | CA | 90060 | 952138184 | 501 (C ) (3) | 43110 | SUBCONTRACT GRANT AWARD |
| MASS GENERAL HOSPITAL | |||||||
| PO BOX 3829 | BOSTON | MA | 022413829 | 042697983 | 501 (C ) (3) | 189732 | SUBCONTRACT GRANT AWARD |
| MASS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501 (C ) (3) | 11340 | SUBCONTRACT GRANT AWARD |
| MICHIGAN STATE UNIVERSITY | |||||||
| 301 ADMINISTRATION BLDG | E LANSING | MI | 488241226 | 386005984 | 501 (C ) (3) | 24591 | SUBCONTRACT GRANT AWARD |
| THE MIRIAM HOSPITAL | |||||||
| 593 EDDY ST - RES ADMIN | PROVIDENCE | RI | 02903 | 050258905 | 501 (C ) (3) | 88003 | SUBCONTRACT GRANT AWARD |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 021141099 | 042103916 | 501 (C ) (3) | 13115 | SUBCONTRACT GRANT AWARD |
| NEAFCS | |||||||
| 14070 PROTON RD STE 100 | DALLAS | TX | 75244 | 726030156 | 501 (C ) (3) | 25460 | SUBCONTRACT GRANT AWARD |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| CB 7214 | RALEIGH | NC | 27695 | 566000756 | 501 (C ) (3) | 23514 | SUBCONTRACT GRANT AWARD |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501 (C ) (3) | 77986 | SUBCONTRACT GRANT AWARD |
| NUVERA BIOSCIENCES INC | |||||||
| 400 W CUMMINGS PK STE 5350 | WOBURN | MA | 01801 | 043492701 | 501 (C ) (3) | 135017 | SUBCONTRACT GRANT AWARD |
| PARLANCE CORP | |||||||
| 400 W CUMMINGS PK STE 200 | WOBURN | MA | 01801 | 043334185 | 501 (C ) (3) | 17700 | SUBCONTRACT GRANT AWARD |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 227 W BEAVER AVE SUITE 401 | STATE COLLEGE | PA | 168014819 | 246000376 | 501 (C ) (3) | 111358 | SUBCONTRACT GRANT AWARD |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 024672332 | 042321292 | 501 (C ) (3) | 6529 | SUBCONTRACT GRANT AWARD |
| PURDUE UNIVERSITY | |||||||
| 23510 NETWORK PL | CHICAGO | IL | 606731235 | 356002041 | 501 (C ) (3) | 69144 | SUBCONTRACT GRANT AWARD |
| REGENTS OF UNIV OF COLORADO | |||||||
| PO BOX 238 | DENVER | CO | 802910238 | 846000555 | 501 (C ) (3) | 10149 | SUBCONTRACT GRANT AWARD |
| RELAY TECHNOLOGY MANAGEMENT | |||||||
| 39 COTTAGE ST STE 1 | BOSTON | MA | 02128 | 079685580 | 501 (C ) (3) | 7200 | SUBCONTRACT GRANT AWARD |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| PO BOX 33375 | HARTFORD | CT | 061503375 | 141340095 | 501 (C ) (3) | 57202 | SUBCONTRACT GRANT AWARD |
| RESEARCH INST NATIONWIDE CHILDRENS HOSP | |||||||
| PO BOX 715245 | COLUMBUS | OH | 432715245 | 316056230 | 501 (C ) (3) | 54995 | SUBCONTRACT GRANT AWARD |
| SAN JOSE STATE UNIVERSITY | |||||||
| 210 N FOURTH ST | SAN JOSE | CA | 95112 | 946017638 | 501 (C ) (3) | 230484 | SUBCONTRACT GRANT AWARD |
| SAVE THE CHILDREN | |||||||
| 54 WILTON RD | WESTPORT | CT | 06880 | 060726487 | 501 (C ) (3) | 136958 | SUBCONTRACT GRANT AWARD |
| THE SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | 330435954 | 501 (C ) (3) | 89092 | SUBCONTRACT GRANT AWARD |
| SHARED TECHNOLOGIES FAIRCHILD | |||||||
| PO BOX 4869 | HOUSTON | TX | 772104869 | 521192851 | 501 (C ) (3) | 299547 | SUBCONTRACT GRANT AWARD |
| SOMERVILLE COMMUNITY CORP | |||||||
| 337 SOMERVILLE AVE2ND FL | SOMERVILLE | MA | 02143 | 237293380 | 501 (C ) (3) | 43375 | SUBCONTRACT GRANT AWARD |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| PO BOX 3903 | BOSTON | MA | 021143903 | 042551124 | 501 (C ) (3) | 54786 | SUBCONTRACT GRANT AWARD |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | 941156365 | 501 (C ) (3) | 34937 | SUBCONTRACT GRANT AWARD |
| THE CHARLES STARK DRAPER LAB INC | |||||||
| PO BOX 3484 | BOSTON | MA | 02210 | 042505372 | 501 (C ) (3) | 124285 | SUBCONTRACT GRANT AWARD |
| TBMS | |||||||
| 1600 BOSTON-PROVIDENCE HWY | WALPOLE | MA | 02081 | 593828470 | 501 (C ) (3) | 34100 | SUBCONTRACT GRANT AWARD |
| TECHNICAL EDUCATION RESEARCH CENTER INC | |||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | 046134355 | 501 (C ) (3) | 189387 | SUBCONTRACT GRANT AWARD |
| TEXAS A&M UNIVERSITY | |||||||
| 1470 WILLIAM D FITCH PKWY | COLLEGE STATION | TX | 778454645 | 746000531 | 501 (C ) (3) | 43983 | SUBCONTRACT GRANT AWARD |
| TUFTS MEDICAL CENTER | |||||||
| 750 WASHINGTON ST | BOSTON | MA | 02111 | 043400617 | 501 (C ) (3) | 3185648 | SUBCONTRACT GRANT AWARD |
| TULANE UNIVERSITY | |||||||
| 800 E COMMERCE RD SUITE 203 | HARAHAN | LA | 70123 | 720423889 | 501 (C ) (3) | 10121 | SUBCONTRACT GRANT AWARD |
| UNIV OF CALIFORNIA REGENTS | |||||||
| BOX 951432 | LOS ANGELES | CA | 900959000 | 946002123 | 501 (C ) (3) | 36534 | SUBCONTRACT GRANT AWARD |
| UNIV OF MEDICINE & DENTISTRY OF NEW JERSEY | |||||||
| PO BOX 2685 | NEW BRUNSWICK | NJ | 089032685 | 221980408 | 501 (C ) (3) | 126198 | SUBCONTRACT GRANT AWARD |
| UNIV OF NEW MEXICO | |||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 87131 | 856000642 | 501 (C ) (3) | 100000 | SUBCONTRACT GRANT AWARD |
| UNIV OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 402420 | ATLANTA | GA | 303842420 | 566001393 | 501 (C ) (3) | 253600 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 920930009 | 956006144 | 501 (C ) (3) | 68941 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF HAWAII | |||||||
| 2530 DOLE ST SAKAMAKI D200 | HONOLULU | HI | 968229081 | 996000354 | 501 (C ) (3) | 14118 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF ILLINOIS | |||||||
| PO BOX 20787 | SPRINGFIELD | IL | 627080787 | 376000511 | 501 (C ) (3) | 525863 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF IOWA | |||||||
| B5 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | 501 (C ) (3) | 5040 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MARYLAND | |||||||
| PO BOX 41428 | BALTIMORE | MD | 212036428 | 526002033 | 501 (C ) (3) | 104676 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 140 HICKS WAY | AMHERST | MA | 010039272 | 043167352 | 501 (C ) (3) | 605528 | SUBCONTRACT GRANT AWARD |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| BOX 223131 | PITTSBURGH | PA | 152512131 | 386006309 | 501 (C ) (3) | 92936 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NEBRASKA | |||||||
| 312 N 14TH ST ALEXANDER WEST BLDG | LINCOLN | NE | 68508 | 470049123 | 501 (C ) (3) | 17275 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 51 COLLEGE RD | DURHAM | NH | 038243585 | 026000937 | 501 (C ) (3) | 41593 | SUBCONTRACT GRANT AWARD |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 785541 | PHILADELPHIA | PA | 191785541 | 231352685 | 501 (C ) (3) | 79018 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF PITTSBURGH | |||||||
| 3109 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501 (C ) (3) | 47770 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE ST SUITE 200 | ROCHESTER | NY | 146113847 | 160743209 | 501 (C ) (3) | 22717 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 841765 | DALLAS | TX | 752841765 | 741761309 | 501 (C ) (3) | 49806 | SUBCONTRACT GRANT AWARD |
| UNIVERSITY OF WASHINGTON | |||||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | 916001537 | 501 (C ) (3) | 124637 | SUBCONTRACT GRANT AWARD |
| US DEPT OF AGRICULTURE | |||||||
| 600 EAST MERMAID LANE | WYNDMOOR | PA | 190388598 | 410696271 | 501 (C ) (3) | 12000 | SUBCONTRACT GRANT AWARD |
| VANDERBILT UNIVERSITY | |||||||
| BOX 351591 STATION B | NASHVILLE | TN | 37235 | 620476822 | 501 (C ) (3) | 7812 | SUBCONTRACT GRANT AWARD |
| THE WALKER SCHOOL | |||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | 042171186 | 501 (C ) (3) | 9993 | SUBCONTRACT GRANT AWARD |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 631121408 | 430653611 | 501 (C ) (3) | 55872 | SUBCONTRACT GRANT AWARD |
| THE WELCOME PROJECT | |||||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | 043088140 | 502 (C ) (3) | 25450 | SUBCONTRACT GRANT AWARD |
| YESHIVA UNIVERSITY | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | 131624225 | 503 (C ) (3) | 50615 | SUBCONTRACT GRANT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 89 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 6156 | 98366325 |
| FELLOWSHIPS | 398 | 3278846 |
| STUDENT PRIZES | 20 | 29421 |
| STUDENT STIPENDS | 8 | 6679 |
| PROJECT ADVANCES | 6 | 98647 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| OTHER INFORMATION: | PART IV: | 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
| 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | 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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE S BACOW | |||||||||||||
| 634781 | 0 | 0 | 0 | 53052 | 0 | 47910 | 0 | 57922 | 0 | 793665 | 0 | 0 | 0 |
| JAMSHED BHARUCHA | |||||||||||||
| 447931 | 0 | 0 | 0 | 1116 | 0 | 47910 | 0 | 16750 | 0 | 513707 | 0 | 0 | 0 |
| PATRICIA LCAMPBELL | |||||||||||||
| 390804 | 0 | 0 | 0 | 2724 | 0 | 47910 | 0 | 8855 | 0 | 450293 | 0 | 0 | 0 |
| KATHLEEN CRONIN | |||||||||||||
| 174993 | 0 | 0 | 0 | 17284 | 0 | 24960 | 0 | 23123 | 0 | 240360 | 0 | 0 | 0 |
| MARY R JEKA | |||||||||||||
| 281325 | 0 | 0 | 0 | 11004 | 0 | 38160 | 0 | 7512 | 0 | 338001 | 0 | 0 | 0 |
| DAVID J KAHLE | |||||||||||||
| 266945 | 0 | 0 | 0 | 274 | 0 | 35934 | 0 | 22714 | 0 | 325867 | 0 | 0 | 0 |
| DARLEEN PATRICIA KARP | |||||||||||||
| 154198 | 0 | 0 | 0 | 1654 | 0 | 18294 | 0 | 8946 | 0 | 183092 | 0 | 0 | 0 |
| BRIAN K LEE | |||||||||||||
| 325093 | 0 | 0 | 0 | 3796 | 0 | 44910 | 0 | 63019 | 0 | 436818 | 0 | 0 | 0 |
| THOMAS S MCGURTY | |||||||||||||
| 305066 | 0 | 0 | 0 | 1362 | 0 | 41235 | 0 | 17580 | 0 | 365243 | 0 | 0 | 0 |
| MICHAEL A BAENEN | |||||||||||||
| 138249 | 0 | 0 | 0 | 157 | 0 | 15144 | 0 | 7102 | 0 | 160652 | 0 | 0 | 0 |
| RICHARD REYNOLDS | |||||||||||||
| 224250 | 0 | 0 | 0 | 0 | 0 | 28298 | 0 | 0 | 0 | 252548 | 0 | 0 | 0 |
| LINDA M ABRIOLA | |||||||||||||
| 271964 | 0 | 0 | 0 | 1151 | 0 | 31410 | 0 | 1341 | 0 | 305866 | 0 | 0 | 0 |
| HARRIS BERMAN | |||||||||||||
| 364001 | 0 | 0 | 0 | 5061 | 0 | 31410 | 0 | 14530 | 0 | 415002 | 0 | 0 | 0 |
| DEBORAH T KOCHEVAR | |||||||||||||
| 224651 | 0 | 0 | 0 | 502 | 0 | 29354 | 0 | 16660 | 0 | 271167 | 0 | 0 | 0 |
| LONNIE NORRIS | |||||||||||||
| 319408 | 0 | 0 | 0 | 10252 | 0 | 31410 | 0 | 15441 | 0 | 376511 | 0 | 0 | 0 |
| NAOMI ROSENBERG | |||||||||||||
| 205247 | 0 | 0 | 0 | 18892 | 0 | 29002 | 0 | 15712 | 0 | 268853 | 0 | 0 | 0 |
| STEPHEN W BOSWORTH | |||||||||||||
| 265343 | 0 | 0 | 0 | 20128 | 0 | 31410 | 0 | 1361 | 0 | 318242 | 0 | 0 | 0 |
| SALLY DUNGAN | |||||||||||||
| 316362 | 0 | 170053 | 0 | 16997 | 0 | 31410 | 0 | 22532 | 0 | 557354 | 0 | 0 | 0 |
| NAUSHIRWAN R MEHTA | |||||||||||||
| 174935 | 0 | 158000 | 0 | 42584 | 0 | 25301 | 0 | 20351 | 0 | 421171 | 0 | 0 | 0 |
| RENEE R NADLER | |||||||||||||
| 228227 | 0 | 90008 | 0 | 16062 | 0 | 31410 | 0 | 16738 | 0 | 382445 | 0 | 0 | 0 |
| MARIA PAPAGEORGE | |||||||||||||
| 141773 | 0 | 338657 | 0 | 17831 | 0 | 20062 | 0 | 64624 | 0 | 582947 | 0 | 0 | 0 |
| JOHN M ROBERTO | |||||||||||||
| 2469 | 0 | 15163 | 0 | 98705 | 0 | 2474 | 0 | 1221 | 0 | 120032 | 0 | 0 | 0 |
| ROBERT STERNBERG | |||||||||||||
| 165626 | 0 | 0 | 0 | 48618 | 0 | 23748 | 0 | 9710 | 0 | 247702 | 0 | 0 | 0 |
| KALPAKAM A SHASTRI | |||||||||||||
| 50469 | 0 | 133854 | 0 | 333 | 0 | 5231 | 0 | 1863 | 0 | 191750 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | FIRST-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, LAWRENCE BACOW, IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION. 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, LINE 5 | 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 2010, INCENTIVE PAYMENTS TOTALED $338,657 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE. PROFESSOR KALPAKAM A. SHASTRI, 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 HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2010, INCENTIVE PAYMENTS TOTALED $133,854 AND WERE BASED ON NET COLLECTIONS FOR HIS PRACTICE. | |
| PART I, LINE 6 | SALLY DUNGAN, CHIEF INVESTMENT OFFICER PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $170,053 WAS MADE IN FYE 06/30/10 AND LATER PAID IN SEPTEMBER, 2010. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. 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 2010, HE RECEIVED AN INCENTIVE PAYMENT TOTALING $158,000 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 $90,008 WAS MADE IN 2010. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. | |
| PART III | 990, SCH J, PART II, CLM. D NONTAXABLE BENEFITS NONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR PRESIDENT BACOW AND TUITION REMISSION FOR BRIAN K. LEE AND DR. MARIA PAPAGEORGE. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MHEFA SERIES N | |||||||
| 042456011 | 57586CV36 | 2008-03-27 | 140600000 | REFUNDED AUG-04; JAN-06 | 0 | 0 | 0 |
| MHEFA SERIES O | |||||||
| 042456011 | 57586EBG5 | 2008-11-13 | 83752144 | CONST & EQUIP FACILITY | 0 | 0 | 0 |
| MHEFA SERIES M | |||||||
| 042456011 | 57586EJT9 | 2009-06-11 | 66548467 | REFUNDED MAY-1998 | 0 | 0 | 0 |
| MDFA SERIES P | |||||||
| 043431814 | 57583R7L3 | 2011-02-08 | 50532192 | REFUNDED APR-2001 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|
| 1200000 | 140600000 | 600000 | 139400000 | 1 | 0 | 1 | 1 | ||
| 6072849 | 83830604 | 752144 | 0 | 0 | 1 | 1 | 83099001 | 2010 | |
| 1134020 | 66548484 | 536881 | 66009586 | 1 | 0 | 1 | 1 | ||
| 10458 | 50532211 | 532192 | 50000009 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 1 | 0 | 1 | 0.00350 | 0.00070 | 0.00420 | 1 |
| 0 | 1 | 1 | 0 | 1 | 0.00800 | 0.00580 | 0.01380 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AND | |||||||||
| 0 | 1 | 1 | BANK OF AMERICA | 30.000000000000 | 1 | 0 | 0 | 0 | 1 |
| (no name) | |||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||||
| (no name) | |||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||||
| BARCLAYS BNY | |||||||||
| 0 | 1 | 1 | MELLON | 25.000000000000 | 0 | 0 | 0 | 0 | 1 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHARLES RIVER LABORATORIES | |||
| KEY-EE IS BD MEMBER | 716286 | LAB SERVICES | 0 |
| MARIA GOVE TRINGALE | |||
| CURR.OFFICER SPOUSE | 165233 | EMPLOYMENT | 0 |
| MORTON B ROSENBERG | |||
| CURR.KEY EE SPOUSE | 174489 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 992263 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 187 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5655345 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 494400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 78000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 74903 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 76684 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 | 2 | 413837 | FMV |
| X | MUSICAL INSTRUMENTS | 1 | 130619 | FMV |
| X | SYMPOSIUM EVENTS | 2 | 76830 | COST |
| X | DINNER EVENTS | 8 | 16499 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE 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)
| 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 ISSUED 11,152 W-2'S FOR THE CALENDAR-YEAR 2010. THIS AMOUNT INCLUDES FULL-TIME STAFF,FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS, ALL OF WHICH WILL RECEIVE A W-2. |
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS M. ALPERIN DANIEL J. DOHERTY III BUSINESS RELATIONSHIP THOMAS M. ALPERIN BRIAN KAVOOGIAN BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. THE RETURN WAS THEN PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICE OF THE CORPORATE SECRETARY AT TUFTS UNIVERSITY MAINTAINS AN ANNUAL STATEMENT OF COMPLIANCE AND DISCLOSURE FORM WHICH IS USED TO REVEAL CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES AND GOVERNING BOARD MEMBERS. THIS DOCUMENT IS SENT OUT AT AFTER YEAR-END. AFTER READING THE CONFLICT OF INTEREST POLICY, EACH MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS IN A STATEMENT THAT IS SIGNED AND DATED, ANNUALLY. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, FOR ANY SUBSEQUENT CONFLICTS OF INTEREST DISCLOSURES, THE AUDIT COMMITTEE, THROUGH THE SECRETARY OF THE BOARD, IS NOTIFIED AND THE INDIVIDUAL BOARD MEMBER CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISION RELATING TO THE SPECIFIC DISCLOSED CONFLICT TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE 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 COMPARABLE LOCAL MARKET DATA AS WELL AS 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, 2011 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2011. 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 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | UNREALIZED GAINS ON INVESTMENTS 167,213,636. CHANGE IN SPLIT INTEREST AGREEMENTS 2,193,868. NET INCOME FROM CONSOLIDATED ENTITIES -4,551,120. CUMULATIVE EFFECT OF ACCOUNTING CHANGE 781,000. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS 11,725,685. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC,A RELATED ORGANIZATION 562,385. TOTAL TO FORM 990, PART XI, LINE 5: 177,925,454. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| TUDC LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043056113 | REAL ESTATE DEVELOPMENT | MA | 0 | 0 | N/A |
| TUFTS MEDIA LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | CONSUMER PUBLISHING & MEDIA | DE | 4711206 | 3856542 | N/A |
| AZULUNA BRANDS LLC | |||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 042103634 | AGRICULTURE | MA | 99450 | 0 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE OMIDYAR-TUFTS MICROFINANCE FUND | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043828582 | RELIEF OF POOR & EDUCATION GRANTS | MA | 501(C)(3) | 11A - TYPE I | N/A | 1 |
| WALNUT HILL PROPERTIES CORP | ||||||||||
| PO BOX 53 TRUSTEES OF TUFTS COLLEGE | MEDFORD | MA | 02153 | 043419100 | REAL ESTATE MANAGEMENT | MA | 501(C)(3) | 11A - TYPE I | N/A | 1 |
| TUFTS SHARED SERVICES INC | ||||||||||
| 171 HARRISON AVE PO BOX 634 | BOSTON | MA | 02111 | 237000827 | COORDINATE HEALTH & EDUCATIONAL SVC'S. | MA | 501(C)(3) | 11C - TYPE III | N/A | 1 |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC | ||||||||||
| 200 WESTBOROUGH ROAD | NORTH GRAFTON | MA | 02158 | 043430674 | VETERINARY EMERGENCY TREATMENT & CARE | MA | 501(C)(3) | 9 | N/A | 1 |
| TUFTS HEALTH CARE INSTITUTE | ||||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 043289926 | DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFE | MA | 501(C)(3) | 11A - TYPE I | N/A | 1 |
| TUFTS UNIVERSITY POST-RETIREMENT PLAN | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043236078 | VEBA | MA | 501(C)(9) | N/A | 1 | |
| TUFTS UNIVERSITY BASIC RETIREMENT PLAN | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043031124 | RETIREMENT TRUST | MA | 401(A) | N/A | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| JM HOLDINGS INC | ||||||||||
| 169 HOLLAND STREET | SOMERVILLE | MA | 02144 | 043184043 | REAL ESTATE DEVELOPMENT | MA | N/A | C | 35375 | 1.00000 |
| PERPETUAL TRUSTS - 6 | ||||||||||
| SUPPORT | MA | N/A | T | |||||||
| CHARITABLE REMAINDER UNITRUSTS - 30 | ||||||||||
| SUPPORT | MA | N/A | T | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WALNUT HILL PROPERTIES CORP | ||
| A | 265047 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| D | 12706179 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| J | 706697 | FAIR MARKET VALUE |
| WALNUT HILL PROPERTIES CORP | ||
| K | 159079 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| A | 129784 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| D | 2022511 | FAIR MARKET VALUE |
| TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES | ||
| R | 257200 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| C | 4636895 | FAIR MARKET VALUE |
| OMIDYAR-TUFTS MICROFINANCE FUND | ||
| P | 600000 | FAIR MARKET VALUE |
| TUFTS SHARED SERVICES INC | ||
| L | 5332000 | FAIR MARKET VALUE |
| TUFTS UNIVERSITY POST RETIREMENT PLAN | ||
| O | 235000 | FAIR MARKET VALUE |
| TUFTS HEALTH CARE INSTITUTE | ||
| L | 150000 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE R, 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 | 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 | Address Line2AddressUS/AddressLine2 | Electing OrgElectingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TUFTS SHARED SERVICES INC | ||||||||||||||||
| 171 HARRISON AVENUE | BOSTON | MA | 02111 | 237000827 | 0 | 0 | 0 | 24174775 | 24174775 | $1,000,000 | $250,000 | 0 | 0 | 0 | ||
| THE OMIDYAR-TUFTS MICROFINANCE FUND | ||||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 043828582 | 0 | 0 | 0 | 660840 | 660840 | $124,126 | $31,032 | 0 | 0 | 0 | ||
| TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC | ||||||||||||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | 043430674 | 0 | 0 | 0 | 6224592 | 6224592 | $461,230 | $115,308 | 0 | 0 | 0 | ||
| WALNUT HILL PROPERTIES CORP | ||||||||||||||||
| PO BOX 53 TUFTS UNIVERSITY | MEDFORD | MA | 02155 | 043419100 | 0 | 0 | 0 | 3202571 | 3202571 | $310,129 | $77,532 | 0 | 0 | 0 | BRANCH | |
| TUFTS HEALTH CARE INSTITUTE | ||||||||||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 043289926 | 0 | 0 | 0 | 1378265 | 1378265 | $212,827 | $53,207 | 0 | 0 | 0 | ||
| TRUSTEES OF TUFTS COLLEGE | ||||||||||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | 042103634 | 0 | 328735 | 328735 | 749074693 | 749403428 | $1,000,000 | $250,000 | 0 | 0 | 0 | X | |