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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T14:20:32-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103634EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS S MCGURTYName
TitleVP FIN/TREASURERTitle
Phone6176273264Phone
Date Signed2012-05-14DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1169 HOLLAND STREET ATTN TAX DEPTAddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02144ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1542647020GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.TUFTS.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1852YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionEDUCATION AND RESEARCHActivityOrMissionDescription
Nbr Voting Members Governing Body42NbrVotingMembersGoverningBody
Nbr Independent Voting Members41NbrIndependentVotingMembers
Total Nbr Employees11152TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI-1752705TotalGrossUBI
Net Unrelated Business Txbl Income-3439344NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year215068050ContributionsGrantsPriorYear
Contributions Grants Current Year236685651ContributionsGrantsCurrentYear
Program Service Revenue Prior Year508218121ProgramServiceRevenuePriorYear
Program Service Revenue CY527263363ProgramServiceRevenueCY
Investment Income Prior Year39119483InvestmentIncomePriorYear
Investment Income Current Year85228964InvestmentIncomeCurrentYear
Other Revenue Prior Year5413519OtherRevenuePriorYear
Other Revenue Current Year2530559OtherRevenueCurrentYear
Total Revenue Prior Year767819173TotalRevenuePriorYear
Total Revenue Current Year851708537TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year107634080GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY105752923GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year391787722SalariesEtcPriorYear
Salaries Etc Current Year400734000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year1156297TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY1252054TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year18568621TotalFundrsngExpCurrentYear
Other Expense Prior Year248270425OtherExpensePriorYear
Other Expenses Current Year260233072OtherExpensesCurrentYear
Total Expenses Prior Year748848524TotalExpensesPriorYear
Total Expenses Current Year767972049TotalExpensesCurrentYear
Revenues Less Expenses Prior Year18970649RevenuesLessExpensesPriorYear
Revenues Less Expenses CY83736488RevenuesLessExpensesCY
Total Assets BOY2455510314TotalAssetsBOY
Total Assets EOY2718084090TotalAssetsEOY
Total Liabilities BOY667733763TotalLiabilitiesBOY
Total Liabilities EOY668645597TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1787776551NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2049438493NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE.A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense389239356Expense
Grants90797645Grants
Revenue390737031Revenue
DescriptionINSTRUCTION - DURING THE 2010-2011 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,463 UNDERGRADUATE, 1,218 GRADUATE AND 458 PROFESSIONAL.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense249251000Expense
Grants14955278Grants
Revenue90919278Revenue
DescriptionRESEARCH - 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

FieldValueIRS element (for citing)
Expense48992295Expense
Grants0Grants
Revenue45607054Revenue
DescriptionAUXILLIARY 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
FieldValueIRS element (for citing)
Total Program Service Expense687482651TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10962185NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees11152NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryGHNameOfForeignCountry
Name Of Foreign CountryCINameOfForeignCountry
Name Of Foreign CountryHKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of1Form8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members42NbrVotingGoverningBodyMembers
Number Independent Voting Members41NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THOMAS MCGURTY VP FINANCE & CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6176273264TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (67 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
LAWRENCE S BACOW
PRESIDENT40.00XX6878330105832
THOMAS M ALPERIN
TRUSTEE3.00X000
ROBERT R BENDETSON
TRUSTEE3.00X000
ALISON BREED
TRUSTEE3.00X000
A DANA CALLOW JR
TRUSTEE3.00X000
JEANNIE H DIEFENDERFER
TRUSTEE3.00X000
DANIEL J DOHERTY III
TRUSTEE3.00X000
PETER R DOLAN
TRUSTEE - VICE CHAIRMAN3.00XX000
FARES I FARES
TRUSTEE3.00X000
LAURIE A GABRIEL
TRUSTEE3.00X000
STEVEN M GALBRAITH
TRUSTEE3.00X000
STEVEN A GOLDSTEIN
TRUSTEE3.00X000
JOANNE S GOWA
TRUSTEE3.00X000
VARNEY J HINTLIAN
TRUSTEE3.00X000
DEBORAH R JOSPIN
TRUSTEE3.00X000
BRIAN H KAVOOGIAN
TRUSTEE3.00X000
JEFFREY B KINDLER
TRUSTEE3.00X000
DEBRA S KNEZ
TRUSTEE3.00X000
DANIEL A KRAFT
TRUSTEE3.00X000
ELLEN J KULLMAN
TRUSTEE3.00X000
ANDREW LIVERIS
TRUSTEE3.00X000
KATHLEEN A MCCARTNEY
TRUSTEE3.00X000
SETH I MERRIN
TRUSTEE3.00X000
IOANNIS MIAOULIS
TRUSTEE3.00X000
KATHLEEN O'LOUGHLIN
TRUSTEE3.00X000
WILLIAM R O'REILLY JR
TRUSTEE - VICE CHAIRMAN3.00XX000
PIERRE M OMIDYAR
TRUSTEE3.00X000
KAREN M PRITZKER
TRUSTEE3.00X000
DAVID RONE
TRUSTEE3.00X000
HUGH R ROOME III
TRUSTEE3.00X000
ANDREW SAFRAN
TRUSTEE3.00X000
JANICE SAVIN-WILLIAMS
TRUSTEE3.00X000
NEAL B SHAPIRO
TRUSTEE3.00X000
EDWARD M SWAN JR
TRUSTEE3.00X000
JAMES A STERN
TRUSTEE - CHAIRMAN OF BOARD3.00XX000
TINA SURH
TRUSTEE3.00X000
ALFRED I TAUBER
TRUSTEE3.00X000
JONATHAN M TISCH
TRUSTEE3.00X000
TERI COLEMAN VOLPERT
TRUSTEE3.00X000
GLORIA WHITE-HAMMOND
TRUSTEE3.00X000
THOMAS F WINKLER III
TRUSTEE3.00X000
JAMES J WONG
TRUSTEE3.00X000
JAMSHED BHARUCHA
PROVOST & SR. VP40.00X449047064660
PATRICIA LCAMPBELL
EXECUTIVE VP40.00X393528056765
KATHLEEN CRONIN
VP HUMAN RESOURCES40.00X192277048083
MARY R JEKA
VP, UNIVERSITY RELATIONS40.00X292329045672
DAVID J KAHLE
VP & CHIEF INFORMATION OFF40.00X267219058648
DARLEEN PATRICIA KARP
ASSOCIATE TREASURER40.00X155852027240
BRIAN K LEE
VP UNIV. ADVANCEMENT40.00X3288890107929
THOMAS S MCGURTY
VP FINANCE & TREASURER40.00X306428058815
MICHAEL A BAENEN
CHIEF OF STAFF40.00X138406022246
PAUL J TRINGALE
CORPORATE SECRETARY40.00X113327020998
RICHARD REYNOLDS
VP OPERATIONS40.00X224250028298
LINDA M ABRIOLA
DEAN ENGINEERING40.00273115032751X
JOANNE BERGER-SWEENEY
DEAN ARTS & SCIENCES40.00102063021463X
HARRIS BERMAN
DEAN MEDICAL SCHOOL40.00369062045940X
DEBORAH T KOCHEVAR
DEAN CUMMINGS SCHOOL40.00225153046014X
LONNIE NORRIS
DEAN DENTAL SCHOOL40.00329660046851X
NAOMI ROSENBERG
DEAN SACKLER SCHOOL40.00224139044714X
STEPHEN W BOSWORTH
DEAN FLETCHER SCHOOL40.00285471032771X
SALLY DUNGAN
CHIEF INVESTMENT OFFICER40.00503412053942X
NAUSHIRWAN R MEHTA
PROFESSOR & CHAIR40.00375519045652X
RENEE R NADLER
DIRECTOR OF INVESTMENTS40.00334297048148X
MARIA PAPAGEORGE
PROFESSOR & CHAIR40.00498261084686X
JOHN M ROBERTO
(FORMER) VP OPERATIONS40.0011633703695X
ROBERT STERNBERG
(FORMER) DEAN ARTS & SCIENCES40.00214244033458X
KALPAKAM A SHASTRI
(FORMER) ASSISTANT PROFESSOR40.0018465607094X
FieldValueIRS element (for citing)
Total Reportable Comp From Org7482711TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1170902TotalOtherCompensation
Number Individuals GT100 K715NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ABM JANITORIAL SERVICES-NORTHEAST INC
PO BOX 1534NEW YORKNY10008CLEANING9346011
BARR & BARR INC
260 COCHITUATE ROADFRAMINGHAMMA01701CONSTRUCTION7888455
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVENORTH READINGMA01864CONSTRUCTION2782008
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION2336343
LR CONSTRUCTION INC
162 HOWARD STREETFRAMINGHAMMA01702CONSTRUCTION2088427
FieldValueIRS element (for citing)
Number Of Contractors GT100 K113NumberOfContractorsGT100K
Government Grants143286923GovernmentGrants
All Other Contributions93398728AllOtherContributions
Noncash Contributions8009380NoncashContributions
Total Contributions236685651TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
INSTRUCTION900099390737031390737031
CLINICAL AND OTHER EDU54190090919278892501331669145
AUXILLIARY ENTERPRISES90009945607054456035323522
FieldValueIRS element (for citing)
Total Program Service Revenue527263363TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column17075404TotalRevenueColumn
Exclusion$17,075,404ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1677081TotalRevenueColumn
Exclusion$1,677,081ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2368895Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1515417Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real853478Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column853478TotalRevenueColumn
Exclusion$853,478ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities757576626Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities689423066Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities68153560Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column68153560TotalRevenueColumn
Unrelated Business Revenue-3425372UnrelatedBusinessRevenue
Exclusion$71,578,932ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column851708537TotalRevenueColumn
Related Or Exempt Function Income525590696RelatedOrExemptFunctionIncome
Unrelated Business Revenue-1752705UnrelatedBusinessRevenue
Exclusion$91,184,895ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total13531461Total
Program Services13531461ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total89809283Total
Program Services89809283ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total2412179Total
Program Services2412179ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total6265910Total
Program Services1899418ProgramServices
Management And General3440381ManagementAndGeneral
Fundraising926111Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total323577705Total
Program Services281291876ProgramServices
Management And General32425560ManagementAndGeneral
Fundraising9860269Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total23498405Total
Program Services19938804ProgramServices
Management And General2782095ManagementAndGeneral
Fundraising777506Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total27743160Total
Program Services25379866ProgramServices
Management And General995418ManagementAndGeneral
Fundraising1367876Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total19648820Total
Program Services16459638ProgramServices
Management And General2509550ManagementAndGeneral
Fundraising679632Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3668515Total
Program Services2858723ProgramServices
Management And General801297ManagementAndGeneral
Fundraising8495Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total365318Total
Management And General365318ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total328735Total
Management And General328735ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total1252054Total
Fundraising1252054Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total809424Total
Management And General809424ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total44641611Total
Program Services40715396ProgramServices
Management And General3875644ManagementAndGeneral
Fundraising50571Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total32732Total
Fundraising32732Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total63736087Total
Program Services53174720ProgramServices
Management And General8539134ManagementAndGeneral
Fundraising2022233Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7199234Total
Program Services4963879ProgramServices
Management And General2102201ManagementAndGeneral
Fundraising133154Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total690042Total
Program Services690042ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total38050766Total
Program Services37215273ProgramServices
Management And General687225ManagementAndGeneral
Fundraising148268Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total11268041Total
Program Services10216502ProgramServices
Management And General593871ManagementAndGeneral
Fundraising457668Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4015698Total
Program Services2927952ProgramServices
Management And General621163ManagementAndGeneral
Fundraising466583Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total16734179Total
Program Services16366741ProgramServices
Management And General302232ManagementAndGeneral
Fundraising65206Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total39140164Total
Program Services38280751ProgramServices
Management And General706900ManagementAndGeneral
Fundraising152513Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
BOOKS9062856887745023444161962
EQUIPMENT PURCHASES68154146815414
SUBSIDIARY EXPENSE-TVET65963826596382
GOODS AND SERVICES553522455296268104788
HONORARIA PAYMENTS15426501531275103751000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total767972049Total
Program Services687482651ProgramServices
Management And General61920777ManagementAndGeneral
Fundraising18568621Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY111849903BOY
EOY59457952EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY73331863BOY
EOY71350399EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY16839627BOY
EOY18229444EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY62068183BOY
EOY60765181EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY383951BOY
EOY433473EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4625779BOY
EOY4631384EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1202249605LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec502165291LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY680663826BOY
EOY700084314EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY219537282BOY
EOY249528448EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1144606818BOY
EOY1405401328EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY22684435BOY
EOY24137372EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY118918647BOY
EOY124064795EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2455510314BOY
EOY2718084090EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY113955904BOY
EOY135505244EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY63110171BOY
EOY64297994EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY410868270BOY
EOY400404600EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1415601BOY
EOY1831174EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY78383817BOY
EOY66606585EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY667733763BOY
EOY668645597EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY920486643BOY
EOY1089468279EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY376413432BOY
EOY442352522EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY490876476BOY
EOY517617692EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1787776551BOY
EOY2049438493EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2455510314BOY
EOY2718084090EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses83736488ReconcilationRevenueExpenses
Reconcilation Other Changes177925454ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

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

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals328735FilingOrganizationsTotals
Affiliated Group Totals328735AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals328735FilingOrganizationsTotals
Affiliated Group Totals328735AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals749074693FilingOrganizationsTotals
Affiliated Group Totals784715736AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals749403428FilingOrganizationsTotals
Affiliated Group Totals785044471AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

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

Grassroots Nontaxable GrassrootsNontaxableAmount

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

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

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

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

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

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

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

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3401557CurrentYearMinus3
Current Year Minus2329730CurrentYearMinus2
Current Year Minus1345173CurrentYearMinus1
Current Year328735CurrentYear
Total1405195Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included1070263RevenuesIncluded
Assets In Part X7430636AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1492298121BeginningOfYearBalance
Contributions15551217Contributions
Investment Earnings Or Losses-326872018InvestmentEarningsOrLosses
Grants Or Scholarships9676147GrantsOrScholarships
Other Expenditures26139694OtherExpenditures
Administrative Expenses3054476AdministrativeExpenses
End Of Year Balance1142107003EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.40300BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.34400PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.25300TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis40223086OtherCostOrOtherBasis
Book Value40223086BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1012219320OtherCostOrOtherBasis
Depreciation407836701Depreciation
Book Value604382619BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis149807199OtherCostOrOtherBasis
Depreciation94328590Depreciation
Book Value55478609BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings700084314TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value597293919BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PRIVATE EQUITIES225275258F
REAL ESTATE146087838F
COMMON TRUST EQUITY INDEX FUNDS363922216F
FUNDS HELD UNDER BOND AGREEMENTS1494526F
NATURAL RESOURCES56954431F
OTHER INVESTMENTS14373140F
FieldValueIRS element (for citing)
Total Of Book Value Securities1405401328TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
GOVERNMENT ADVANCES$27,270,524
INTEREST RATE AGREEMENTS$39,336,061
FieldValueIRS element (for citing)
Total Of Amounts66606585TotalOfAmounts
Total Revenue851708537TotalRevenue
Total Expenses767972049TotalExpenses
Excess Or Deficit For Year83736488ExcessOrDeficitForYear
Other$177,925,454OtherAmount
Total Adjustments177925454TotalAdjustments
Excess Or Deficit Per FS261661942ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt945111299TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments167213636NetUnrealizedGainsInvestments
Other Revenues-75326291OtherRevenues
Revenue Not Rptd F99091887345RevenueNotRptdF990
Revenue Subtotal853223954RevenueSubtotal
Other Revenues Not Included-1515417OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-1515417RevenueNotRptdOnFinStmt
Total Revenue Per Form990851708537TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt683449357TotExpensesEtcAuditedFinclStmt
Other Expenses Included17683304OtherExpensesIncluded
Expenses Not Rptd F99017683304ExpensesNotRptdF990
Expenses Subtotal665766053ExpensesSubtotal
Other Expenses Not Included102205996OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt102205996ExpensesNotRptdOnFinStmt
Total Expenses Per Form990767972049TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 4:THE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS INCLUDE PRIMARILY ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH.
PART IV, LINE 2B:TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW.
PART V, LINE 4:THE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
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

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

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3AS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS."
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF FEDERAL PERKINS LOANS, HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, ACG GRANTS, SMART GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FFEL LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH AND NASA.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (37 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EUROPE (INCLUDING ICELAND & GREENLAND)57PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM0
EAST ASIA AND THE PACIFIC32PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM0
SOUTH AMERICA11PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM0
SUB-SAHARAN AFRICA10PROGRAM SERVICESSTUDY-ABROAD EDUCATION PROGRAM0
EAST ASIA AND THE PACIFIC02PROGRAM SERVICESRESEARCH0
EUROPE (INCLUDING ICELAND & GREENLAND)06PROGRAM SERVICESRESEARCH0
SUB-SAHARAN AFRICA013PROGRAM SERVICESRESEARCH0
CENTRAL AMERICA AND THE CARIBBEAN00GRANT-MAKING0
EAST ASIA AND THE PACIFIC00GRANT-MAKING0
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANT-MAKING0
MIDDLE EAST AND NORTH AFRICA00GRANT-MAKING0
NORTH AMERICA00GRANT-MAKING0
RUSSIA & THE NEWLY INDEPENDENT STATES00GRANT-MAKING0
SOUTH AMERICA00GRANT-MAKING0
SOUTH ASIA00GRANT-MAKING0
SUB-SAHARAN AFRICA00GRANT-MAKING0
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS506820000
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS90048000
NORTH AMERICA00INVESTMENTS8906000
SUB-SAHARAN AFRICA00INVESTMENTS453000
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
NORTH AMERICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
RUSSIA & THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
SOUTH AMERICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
SOUTH ASIA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
SUB-SAHARAN AFRICA00PROGRAM SERVICESTRAVEL FOR MISSION RELATED ACTIVITIES0
CENTRAL AMERICA AND THE CARIBBEAN00FUNDRAISING0
EAST ASIA AND THE PACIFIC00FUNDRAISING0
EUROPE (INCLUDING ICELAND & GREENLAND)00FUNDRAISING0
MIDDLE EAST AND NORTH AFRICA00FUNDRAISING0
NORTH AMERICA00FUNDRAISING0
RUSSIA & THE NEWLY INDEPENDENT STATES00FUNDRAISING0
SOUTH AMERICA00FUNDRAISING0
SOUTH ASIA00FUNDRAISING0
FieldValueIRS element (for citing)
Subtotal Number Of Offices10SubtotalNumberOfOffices
Subtotal Number Of Employees31SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices10TotalNumberOfOffices
Total Number Of Employees31TotalNumberOfEmployees
Subtotal Amount Spent0SubtotalAmountSpent
Cont Amount Spent606227000ContAmountSpent
Total Amount Spent606227000TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (27 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT22750WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT139912WIRE TRANSFER
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT114720WIRE TRANSFER
SOUTH ASIASUBCONTRACT RESEARCH GRANT65677WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT13758WIRE TRANSFER
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT22995WIRE TRANSFER
NORTH AMERICASUBCONTRACT RESEARCH GRANT13275CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT88749CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT97867WIRE TRANSFER
SOUTH ASIASUBCONTRACT RESEARCH GRANT15382WIRE TRANSFER
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT29598CHECK
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT10980WIRE TRANSFER
SOUTH AMERICASUBCONTRACT RESEARCH GRANT14660CHECK
EAST ASIA AND THE PACIFICSUBCONTRACT RESEARCH GRANT93779WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT83571CHECK
SOUTH ASIASUBCONTRACT RESEARCH GRANT74400WIRE TRANSFER
CENTRAL AMERICA AND THE CARIBBEANSUBCONTRACT RESEARCH GRANT14671WIRE TRANSFER
SOUTH AMERICASUBCONTRACT RESEARCH GRANT21609CHECK
SOUTH AMERICASUBCONTRACT RESEARCH GRANT20124WIRE TRANSFER
NORTH AMERICASUBCONTRACT RESEARCH GRANT19249CHECK
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT56462WIRE TRANSFER
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT183585WIRE TRANSFER
SUB-SAHARAN AFRICASUBCONTRACT RESEARCH GRANT10000WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT66229WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACT RESEARCH GRANT16605WIRE TRANSFER
CENTRAL AMERICA AND THE CARIBBEANSUBCONTRACT RESEARCH GRANT100434WIRE TRANSFER
CENTRAL AMERICA AND THE CARIBBEANSUBCONTRACT RESEARCH GRANT12775WIRE TRANSFER
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs27TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (28 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FELLOWSHIPSEAST ASIA AND THE PACIFIC110000CHECK
FELLOWSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)23500CHECK
FELLOWSHIPSMIDDLE EAST AND NORTH AFRICA311388CHECK
FELLOWSHIPSSUB-SAHARAN AFRICA11429WIRE TRANSFER
SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN218190CHECK
SCHOLARSHIPSEAST ASIA AND THE PACIFIC1449963CHECK
SCHOLARSHIPSEAST ASIA AND THE PACIFIC11500WIRE TRANSFER
SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)1065176CHECK
SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA11549CHECK
SCHOLARSHIPSNORTH AMERICA2900CHECK
SCHOLARSHIPSRUSSIA & THE NEWLY INDEPENDENT STATES116744CHECK
SCHOLARSHIPSSOUTH AMERICA11628CHECK
SCHOLARSHIPSSOUTH ASIA14143662CHECK
SCHOLARSHIPSSOUTH ASIA34651WIRE TRANSFER
SCHOLARSHIPSSUB-SAHARAN AFRICA11162733CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA11163WIRE TRANSFER
STUDENT PRIZESCENTRAL AMERICA AND THE CARIBBEAN12492CHECK
STUDENT PRIZESEAST ASIA AND THE PACIFIC32186CHECK
STUDENT PRIZESEUROPE (INCLUDING ICELAND & GREENLAND)25199CHECK
STUDENT PRIZESMIDDLE EAST AND NORTH AFRICA11287CHECK
STUDENT PRIZESRUSSIA & THE NEWLY INDEPENDENT STATES11243CHECK
STUDENT PRIZESSOUTH ASIA37643CHECK
STUDENT STIPENDSMIDDLE EAST AND NORTH AFRICA17500CHECK
SUBCONTRACT RESEARCH GRANTSOUTH AMERICA13614WIRE TRANSFER
INTERNATIONAL PROJECT ADVANCESEUROPE (INCLUDING ICELAND & GREENLAND)24485WIRE TRANSFER
INTERNATIONAL PROJECT ADVANCESMIDDLE EAST AND NORTH AFRICA13140CHECK
INTERNATIONAL PROJECT ADVANCESSOUTH ASIA111845WIRE TRANSFER
INTERNATIONAL PROJECT ADVANCESSUB-SAHARAN AFRICA12443553WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust1InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanationReturn 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 INFORMATIONSCHEDULE 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

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

Fundraiser Activity Information FundraiserActivityInformation (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
RUFFALO CODY
65 KIRKWOOD NRDCEDAR RAPIDSIA52404TELEFUND VENDOR0615439437512177927
NEPTUNE WEB
48 GROVE STSOMERVILLEMA02144ONLINE WEBSITE DEVELOPER0036312-36312
KASPICK & COMPANY LLC
ONE BEACON STBOSTONMA02108PLANNED GIVING MANAGEMENT0027056-27056
MARTS & LUNDYINC
1200 WALL STLYNDHURSTNJ07071STRATEGY CONSULTING0032759-32759
BP PRODUCTIONS
3 CRANBERRY LNHOPKINTONMA01748VIDEO PRODUCTION0056667-56667
ISITE DESIGN
1 BROADWAYCAMBRIDGEMA02142WEB DEVELOPMENT0031200-31200
LOS LLC
153 REGENT STSARATOGA SPRINGSNY12866STRATEGY CONSULTING0021269-21269
NCM INC
100 E PENN AVEBALTIMOREMD21286MARKETING0039550-39550
NIMBLE
121 THORNDIKE STBROOKLINEMA02446WEB DEVELOPMENT0012175-12175
BS DESIGN
750 NARRAGANSETT PKYWARWICKRI02888MARKETING0024103-24103
FieldValueIRS element (for citing)
Total Gross Receipts615439TotalGrossReceipts
Total Retained By Contractors718603TotalRetainedByContractors
Total Net To Organization-103164TotalNetToOrganization
Licensed StatesAKLicensedStates
Licensed StatesCOLicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesNHLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesWALicensedStates
Licensed StatesCALicensedStates
Licensed StatesAZLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (89 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ABSOLUTE SCIENCE INC
PO BOX 382366CAMBRIDGEMA02238043508411501 (C ) (3)36800SUBCONTRACT GRANT AWARD
AMERICAS PROMISE THE ALLIANCE FOR YOUTH
110 VERMONT AVE NW STE 900WASHINGTONDC20005541848713501 (C ) (3)18472SUBCONTRACT GRANT AWARD
BATTELLE
DEPT L998COLUMBUSOH43260314379427501 (C ) (3)26065SUBCONTRACT GRANT AWARD
BAYSTATE MEDICAL CENTER
PO BOX 1369SPRINGFIELDMA01101042790311501 (C ) (3)173158SUBCONTRACT GRANT AWARD
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE RM 262BOSTONMA02215042103881501 (C ) (3)30579SUBCONTRACT GRANT AWARD
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STBOSTONMA02111237209691501 (C ) (3)6671SUBCONTRACT GRANT AWARD
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467042103545501 (C ) (3)81510SUBCONTRACT GRANT AWARD
BOSTON MEDICAL CENTER
GAMBRO BLDG 2ND FL660 HARRISON AVEBOSTONMA02118043314093501 (C ) (3)830524SUBCONTRACT GRANT AWARD
BOSTON UNIVERSITY
25 BUICK ST 2ND FLBOSTONMA021151301042103547501 (C ) (3)1548901SUBCONTRACT GRANT AWARD
BRAZILIAN WOMEN'S GROUP
569 CAMBRIDGE STALLSTONMA02134043549382501 (C ) (3)12750SUBCONTRACT GRANT AWARD
BRIGHAM & WOMEN'S HOSPITAL
PO BOX 3887BOSTONMA02241042312909501 (C ) (3)203473SUBCONTRACT GRANT AWARD
BROOKHAVEN NATIONAL LABORATORY
PO BOX 5000UPTONNY11973116003330501 (C ) (3)15309SUBCONTRACT GRANT AWARD
BROWN UNIVERSITY
BOX 1911PROVIDENCERI02912050258809501 (C ) (3)20896SUBCONTRACT GRANT AWARD
BUNKER HILL COMMUNITY COLLEGE
250 NEW RUTHERFORD AVEBOSTONMA021292925046002284501 (C ) (3)8811SUBCONTRACT GRANT AWARD
CHILDREN'S HOSPITAL BOSTON
PO BOX 414413BOSTONMA022414413431987409501 (C ) (3)54460SUBCONTRACT GRANT AWARD
TRUSTEES OF COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY10087135598093501 (C ) (3)733701SUBCONTRACT GRANT AWARD
COMMUNITY ACTION AGENCY OF SOMERVILLE
66-70 UNION SQ 104SOMERVILLEMA02143042740838501 (C ) (3)14357SUBCONTRACT GRANT AWARD
CTR FOR COMM HEALTH EDUC RES AND SERVICE
716 COLUMBUS AVE STE 398BOSTONMA02120043286409501 (C ) (3)91017SUBCONTRACT GRANT AWARD
DARTMOUTH COLLEGE
11 ROPE FERRY RD 6210HANOVERNH037551404020222111501 (C ) (3)254464SUBCONTRACT GRANT AWARD
DEVELOPMENT ALTERNATIVES INC
7600 WISCONSIN AVE STE 200BETHESDAMD20814520904808501 (C ) (3)8240SUBCONTRACT GRANT AWARD
DUKE UNIVERSITY
2200 W MAIN ST SUITE 300DURHAMNC27705560532129501 (C ) (3)75612SUBCONTRACT GRANT AWARD
FLORIDA HOSPITAL
2566 LEE RDWINTER PARKFL32789593069793501 (C ) (3)79201SUBCONTRACT GRANT AWARD
GEORGIA TECH RESEARCH CORP
PO BOX 100117ATLANTAGA30384580603146501 (C ) (3)46455SUBCONTRACT GRANT AWARD
GLOBAL FOOD & NUTRITION INC
1300 L ST NW 920WASHINGTONDC20005521931539501 (C ) (3)135126SUBCONTRACT GRANT AWARD
HAITIAN COALITION
268 R POWDERHOUSE BLVD APT 17CSOMERVILLEMA02145043324363501 (C ) (3)27420SUBCONTRACT GRANT AWARD
TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL RDCLINTONNY13323150532200501 (C ) (3)108001SUBCONTRACT GRANT AWARD
HARVARD UNIVERSITY
PO BOX 415649BOSTONMA022415649042103580501 (C ) (3)516202SUBCONTRACT GRANT AWARD
HEALTH RESOURCES IN ACTION
95 BERKELEY STBOSTONMA02116042229839501 (C ) (3)10000SUBCONTRACT GRANT AWARD
HEBREW REHABILITATION CENTER
1200 CENTER STBOSTONMA02131042104298501 (C ) (3)7511SUBCONTRACT GRANT AWARD
HYPERION BIOTECHNOLOGY INC
13302 LANGTRY STSAN ANTONIOTX78248742902390501 (C ) (3)94657SUBCONTRACT GRANT AWARD
INDIANA UNIVERSITY
PO BOX 66057INDIANAPOLISIN462666057356001673501 (C ) (3)179225SUBCONTRACT GRANT AWARD
INTERCULTURAL CTR RESEARCH IN EDUCATION
366 MASSACHUSETTS AVEARLINGTONMA02474043108268501 (C ) (3)104097SUBCONTRACT GRANT AWARD
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRCHICAGOIL60693520595110501 (C ) (3)48870SUBCONTRACT GRANT AWARD
LATINO HEALTH INSTITUTE INC
95 BERKELEY ST SUITE 600BOSTONMA021166230222979908501 (C ) (3)8089SUBCONTRACT GRANT AWARD
LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE
PO BOX 60637 - TERMINAL ANNEXLOS ANGELESCA90060952138184501 (C ) (3)43110SUBCONTRACT GRANT AWARD
MASS GENERAL HOSPITAL
PO BOX 3829BOSTONMA022413829042697983501 (C ) (3)189732SUBCONTRACT GRANT AWARD
MASS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501 (C ) (3)11340SUBCONTRACT GRANT AWARD
MICHIGAN STATE UNIVERSITY
301 ADMINISTRATION BLDGE LANSINGMI488241226386005984501 (C ) (3)24591SUBCONTRACT GRANT AWARD
THE MIRIAM HOSPITAL
593 EDDY ST - RES ADMINPROVIDENCERI02903050258905501 (C ) (3)88003SUBCONTRACT GRANT AWARD
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA021141099042103916501 (C ) (3)13115SUBCONTRACT GRANT AWARD
NEAFCS
14070 PROTON RD STE 100DALLASTX75244726030156501 (C ) (3)25460SUBCONTRACT GRANT AWARD
NORTH CAROLINA STATE UNIVERSITY
CB 7214RALEIGHNC27695566000756501 (C ) (3)23514SUBCONTRACT GRANT AWARD
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501 (C ) (3)77986SUBCONTRACT GRANT AWARD
NUVERA BIOSCIENCES INC
400 W CUMMINGS PK STE 5350WOBURNMA01801043492701501 (C ) (3)135017SUBCONTRACT GRANT AWARD
PARLANCE CORP
400 W CUMMINGS PK STE 200WOBURNMA01801043334185501 (C ) (3)17700SUBCONTRACT GRANT AWARD
THE PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE SUITE 401STATE COLLEGEPA168014819246000376501 (C ) (3)111358SUBCONTRACT GRANT AWARD
PINE MANOR COLLEGE
400 HEATH STCHESTNUT HILLMA024672332042321292501 (C ) (3)6529SUBCONTRACT GRANT AWARD
PURDUE UNIVERSITY
23510 NETWORK PLCHICAGOIL606731235356002041501 (C ) (3)69144SUBCONTRACT GRANT AWARD
REGENTS OF UNIV OF COLORADO
PO BOX 238DENVERCO802910238846000555501 (C ) (3)10149SUBCONTRACT GRANT AWARD
RELAY TECHNOLOGY MANAGEMENT
39 COTTAGE ST STE 1BOSTONMA02128079685580501 (C ) (3)7200SUBCONTRACT GRANT AWARD
RENSSELAER POLYTECHNIC INSTITUTE
PO BOX 33375HARTFORDCT061503375141340095501 (C ) (3)57202SUBCONTRACT GRANT AWARD
RESEARCH INST NATIONWIDE CHILDRENS HOSP
PO BOX 715245COLUMBUSOH432715245316056230501 (C ) (3)54995SUBCONTRACT GRANT AWARD
SAN JOSE STATE UNIVERSITY
210 N FOURTH STSAN JOSECA95112946017638501 (C ) (3)230484SUBCONTRACT GRANT AWARD
SAVE THE CHILDREN
54 WILTON RDWESTPORTCT06880060726487501 (C ) (3)136958SUBCONTRACT GRANT AWARD
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501 (C ) (3)89092SUBCONTRACT GRANT AWARD
SHARED TECHNOLOGIES FAIRCHILD
PO BOX 4869HOUSTONTX772104869521192851501 (C ) (3)299547SUBCONTRACT GRANT AWARD
SOMERVILLE COMMUNITY CORP
337 SOMERVILLE AVE2ND FLSOMERVILLEMA02143237293380501 (C ) (3)43375SUBCONTRACT GRANT AWARD
SPAULDING REHABILITATION HOSPITAL
PO BOX 3903BOSTONMA021143903042551124501 (C ) (3)54786SUBCONTRACT GRANT AWARD
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941156365501 (C ) (3)34937SUBCONTRACT GRANT AWARD
THE CHARLES STARK DRAPER LAB INC
PO BOX 3484BOSTONMA02210042505372501 (C ) (3)124285SUBCONTRACT GRANT AWARD
TBMS
1600 BOSTON-PROVIDENCE HWYWALPOLEMA02081593828470501 (C ) (3)34100SUBCONTRACT GRANT AWARD
TECHNICAL EDUCATION RESEARCH CENTER INC
2067 MASSACHUSETTS AVECAMBRIDGEMA02140046134355501 (C ) (3)189387SUBCONTRACT GRANT AWARD
TEXAS A&M UNIVERSITY
1470 WILLIAM D FITCH PKWYCOLLEGE STATIONTX778454645746000531501 (C ) (3)43983SUBCONTRACT GRANT AWARD
TUFTS MEDICAL CENTER
750 WASHINGTON STBOSTONMA02111043400617501 (C ) (3)3185648SUBCONTRACT GRANT AWARD
TULANE UNIVERSITY
800 E COMMERCE RD SUITE 203HARAHANLA70123720423889501 (C ) (3)10121SUBCONTRACT GRANT AWARD
UNIV OF CALIFORNIA REGENTS
BOX 951432LOS ANGELESCA900959000946002123501 (C ) (3)36534SUBCONTRACT GRANT AWARD
UNIV OF MEDICINE & DENTISTRY OF NEW JERSEY
PO BOX 2685NEW BRUNSWICKNJ089032685221980408501 (C ) (3)126198SUBCONTRACT GRANT AWARD
UNIV OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131856000642501 (C ) (3)100000SUBCONTRACT GRANT AWARD
UNIV OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 402420ATLANTAGA303842420566001393501 (C ) (3)253600SUBCONTRACT GRANT AWARD
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRLA JOLLACA920930009956006144501 (C ) (3)68941SUBCONTRACT GRANT AWARD
UNIVERSITY OF HAWAII
2530 DOLE ST SAKAMAKI D200HONOLULUHI968229081996000354501 (C ) (3)14118SUBCONTRACT GRANT AWARD
UNIVERSITY OF ILLINOIS
PO BOX 20787SPRINGFIELDIL627080787376000511501 (C ) (3)525863SUBCONTRACT GRANT AWARD
UNIVERSITY OF IOWA
B5 JESSUP HALLIOWA CITYIA52242426004813501 (C ) (3)5040SUBCONTRACT GRANT AWARD
UNIVERSITY OF MARYLAND
PO BOX 41428BALTIMOREMD212036428526002033501 (C ) (3)104676SUBCONTRACT GRANT AWARD
UNIVERSITY OF MASSACHUSETTS
140 HICKS WAYAMHERSTMA010039272043167352501 (C ) (3)605528SUBCONTRACT GRANT AWARD
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386006309501 (C ) (3)92936SUBCONTRACT GRANT AWARD
UNIVERSITY OF NEBRASKA
312 N 14TH ST ALEXANDER WEST BLDGLINCOLNNE68508470049123501 (C ) (3)17275SUBCONTRACT GRANT AWARD
UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE RDDURHAMNH038243585026000937501 (C ) (3)41593SUBCONTRACT GRANT AWARD
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685501 (C ) (3)79018SUBCONTRACT GRANT AWARD
UNIVERSITY OF PITTSBURGH
3109 CATHEDRAL OF LEARNINGPITTSBURGHPA15260250965591501 (C ) (3)47770SUBCONTRACT GRANT AWARD
UNIVERSITY OF ROCHESTER
910 GENESEE ST SUITE 200ROCHESTERNY146113847160743209501 (C ) (3)22717SUBCONTRACT GRANT AWARD
UNIVERSITY OF TEXAS
PO BOX 841765DALLASTX752841765741761309501 (C ) (3)49806SUBCONTRACT GRANT AWARD
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRCHICAGOIL60693916001537501 (C ) (3)124637SUBCONTRACT GRANT AWARD
US DEPT OF AGRICULTURE
600 EAST MERMAID LANEWYNDMOORPA190388598410696271501 (C ) (3)12000SUBCONTRACT GRANT AWARD
VANDERBILT UNIVERSITY
BOX 351591 STATION BNASHVILLETN37235620476822501 (C ) (3)7812SUBCONTRACT GRANT AWARD
THE WALKER SCHOOL
1968 CENTRAL AVENEEDHAMMA02492042171186501 (C ) (3)9993SUBCONTRACT GRANT AWARD
WASHINGTON UNIVERSITY
700 ROSEDALE AVEST LOUISMO631121408430653611501 (C ) (3)55872SUBCONTRACT GRANT AWARD
THE WELCOME PROJECT
530 MYSTIC AVE 111SOMERVILLEMA02145043088140502 (C ) (3)25450SUBCONTRACT GRANT AWARD
YESHIVA UNIVERSITY
1300 MORRIS PARK AVEBRONXNY10461131624225503 (C ) (3)50615SUBCONTRACT GRANT AWARD
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants89TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS615698366325
FELLOWSHIPS3983278846
STUDENT PRIZES2029421
STUDENT STIPENDS86679
PROJECT ADVANCES698647

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

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

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org1CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
LAWRENCE S BACOW
634781000530520479100579220793665000
JAMSHED BHARUCHA
44793100011160479100167500513707000
PATRICIA LCAMPBELL
3908040002724047910088550450293000
KATHLEEN CRONIN
174993000172840249600231230240360000
MARY R JEKA
28132500011004038160075120338001000
DAVID J KAHLE
2669450002740359340227140325867000
DARLEEN PATRICIA KARP
1541980001654018294089460183092000
BRIAN K LEE
32509300037960449100630190436818000
THOMAS S MCGURTY
30506600013620412350175800365243000
MICHAEL A BAENEN
138249000157015144071020160652000
RICHARD REYNOLDS
2242500000028298000252548000
LINDA M ABRIOLA
2719640001151031410013410305866000
HARRIS BERMAN
36400100050610314100145300415002000
DEBORAH T KOCHEVAR
2246510005020293540166600271167000
LONNIE NORRIS
319408000102520314100154410376511000
NAOMI ROSENBERG
205247000188920290020157120268853000
STEPHEN W BOSWORTH
26534300020128031410013610318242000
SALLY DUNGAN
31636201700530169970314100225320557354000
NAUSHIRWAN R MEHTA
17493501580000425840253010203510421171000
RENEE R NADLER
2282270900080160620314100167380382445000
MARIA PAPAGEORGE
14177303386570178310200620646240582947000
JOHN M ROBERTO
246901516309870502474012210120032000
ROBERT STERNBERG
16562600048618023748097100247702000
KALPAKAM A SHASTRI
504690133854033305231018630191750000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AFIRST-CLASS TRAVEL : VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. THIS BENEFIT IS NOT TAXABLE AS THIS IS A BUSINESS EXPENSE. TRAVEL FOR COMPANIONS: THE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION. THE DEAN OF THE FLETCHER SCHOOL TRAVELS FREQUENTLY WITH HIS SPOUSE AS PART OF THE FOREIGN RELATIONS WORK FOR THE UNIVERSITY. THE SPOUSAL PORTION IS TAXED TO THE EMPLOYEE. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS-UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT, 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 5DR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 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 6SALLY 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 III990, 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 EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MHEFA SERIES N
04245601157586CV362008-03-27140600000REFUNDED AUG-04; JAN-06000
MHEFA SERIES O
04245601157586EBG52008-11-1383752144CONST & EQUIP FACILITY000
MHEFA SERIES M
04245601157586EJT92009-06-1166548467REFUNDED MAY-1998000
MDFA SERIES P
04343181457583R7L32011-02-0850532192REFUNDED APR-2001000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsOther Spent ProceedsOtherSpentProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletion
12000001406000006000001394000001011
6072849838306047521440011830990012010
113402066548484536881660095861011
1045850532211532192500000091011

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
011010.003500.000700.004201
011010.008000.005800.013801

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

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

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
CHARLES RIVER LABORATORIES
KEY-EE IS BD MEMBER716286LAB SERVICES0
MARIA GOVE TRINGALE
CURR.OFFICER SPOUSE165233EMPLOYMENT0
MORTON B ROSENBERG
CURR.KEY EE SPOUSE174489EMPLOYMENT0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions7NumberOfContributions
Noncash Contribs Rptd F990992263NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions187NumberOfContributions
Noncash Contribs Rptd F9905655345NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990494400NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99078000NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99074903NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F99076684NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XMEDICAL EQUIPMENT2413837FMV
XMUSICAL INSTRUMENTS1130619FMV
XSYMPOSIUM EVENTS276830COST
XDINNER EVENTS816499COST
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

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

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NUMBER OF VOLUNTEERSFORM 990, PART I, LINE 6TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. DUE TO THE LARGE VOLUME OF VOLUNTEERS IT IS NOT FEASIBLE TO FORMALLY TRACK THE ACTUAL NUMBER AND ACCURATELY ESTIMATE THE NUMBER OF VOLUNTEERS.
NUMBER OF EMPLOYEES PER W-3FORM 990, PART V, LINE 2ATHE UNIVERSITY PAYROLL DEPARTMENT HAS 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 2THOMAS M. ALPERIN DANIEL J. DOHERTY III BUSINESS RELATIONSHIP THOMAS M. ALPERIN BRIAN KAVOOGIAN BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. THE UNIVERSITY ALSO ENGAGED PRICEWATERHOUSECOOPERS LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. THE RETURN WAS THEN PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVES IS DONE SO BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES, ALSO SERVING AS THE CHAIR, ALONG WITH FOUR OTHER MEMBERS, EACH SERVING A TERM OF 3 YEARS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT THE END OF EACH FISCAL YEAR AND USES SURVEY DATA FROM HUMAN RESOURCES WHICH WAS GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES 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 19TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ARE AVAILABLE ON THE TUFTS UNIVERSITY WEBSITE AT WWW.TUFTS.EDU.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5: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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
TUDC LLC
169 HOLLAND STREETSOMERVILLEMA02144043056113REAL ESTATE DEVELOPMENTMA00N/A
TUFTS MEDIA LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634CONSUMER PUBLISHING & MEDIADE47112063856542N/A
AZULUNA BRANDS LLC
169 HOLLAND STREETSOMERVILLEMA02144042103634AGRICULTUREMA994500N/A

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREETSOMERVILLEMA02144043828582RELIEF OF POOR & EDUCATION GRANTSMA501(C)(3)11A - TYPE IN/A1
WALNUT HILL PROPERTIES CORP
PO BOX 53 TRUSTEES OF TUFTS COLLEGEMEDFORDMA02153043419100REAL ESTATE MANAGEMENTMA501(C)(3)11A - TYPE IN/A1
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634BOSTONMA02111237000827COORDINATE HEALTH & EDUCATIONAL SVC'S.MA501(C)(3)11C - TYPE IIIN/A1
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROADNORTH GRAFTONMA02158043430674VETERINARY EMERGENCY TREATMENT & CAREMA501(C)(3)9N/A1
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA02111043289926DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFEMA501(C)(3)11A - TYPE IN/A1
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043236078VEBAMA501(C)(9)N/A1
TUFTS UNIVERSITY BASIC RETIREMENT PLAN
169 HOLLAND STREETSOMERVILLEMA02144043031124RETIREMENT TRUSTMA401(A)N/A1

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
JM HOLDINGS INC
169 HOLLAND STREETSOMERVILLEMA02144043184043REAL ESTATE DEVELOPMENTMAN/AC353751.00000
PERPETUAL TRUSTS - 6
SUPPORTMAN/AT
CHARITABLE REMAINDER UNITRUSTS - 30
SUPPORTMAN/AT
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
WALNUT HILL PROPERTIES CORP
A265047FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
D12706179FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
J706697FAIR MARKET VALUE
WALNUT HILL PROPERTIES CORP
K159079FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
A129784FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
D2022511FAIR MARKET VALUE
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES
R257200FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
C4636895FAIR MARKET VALUE
OMIDYAR-TUFTS MICROFINANCE FUND
P600000FAIR MARKET VALUE
TUFTS SHARED SERVICES INC
L5332000FAIR MARKET VALUE
TUFTS UNIVERSITY POST RETIREMENT PLAN
O235000FAIR MARKET VALUE
TUFTS HEALTH CARE INSTITUTE
L150000FAIR MARKET VALUE

Form990 Schedule R Part VII Form990ScheduleRPartVII

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

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedSchedule (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINTotal Grassroots LobbyingTotalGrassrootsLobbyingTotal Direct LobbyingTotalDirectLobbyingTotal Lobbying ExpendituresTotalLobbyingExpendituresOther Exempt Purpose ExpendituresOtherExemptPurposeExpendituresTotal Exempt Purpose ExpendituresTotalExemptPurposeExpendituresLobbying NontaxableLobbyingNontaxableAmountGrassroots NontaxableGrassrootsNontaxableAmountTot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontxTot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontxShare Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrsAddress Line2AddressUS/AddressLine2Electing OrgElectingOrg
TUFTS SHARED SERVICES INC
171 HARRISON AVENUEBOSTONMA021112370008270002417477524174775$1,000,000$250,000000
THE OMIDYAR-TUFTS MICROFINANCE FUND
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA02144043828582000660840660840$124,126$31,032000
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
200 WESTBORO ROADNORTH GRAFTONMA0153604343067400062245926224592$461,230$115,308000
WALNUT HILL PROPERTIES CORP
PO BOX 53 TUFTS UNIVERSITYMEDFORDMA0215504341910000032025713202571$310,129$77,532000BRANCH
TUFTS HEALTH CARE INSTITUTE
136 HARRISON AVENUEBOSTONMA0211104328992600013782651378265$212,827$53,207000
TRUSTEES OF TUFTS COLLEGE
169 HOLLAND STREET ATTN TAX DEPTSOMERVILLEMA021440421036340328735328735749074693749403428$1,000,000$250,000000X