2012-05-14T14:20:32-05:00 2011-06-30 990 2010-07-01 042103634 TRUSTEES OF TUFTS COLLEGE TRUS 6176273264 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 THOMAS S MCGURTY 6176273264 2012-05-14 2010 2016-02-24 21:20:13Z ANTHONY MONACO 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 1542647020 0 X WWW.TUFTS.EDU X 1852 MA EDUCATION AND RESEARCH 42 41 11152 0 -1752705 -3439344 215068050 236685651 508218121 527263363 39119483 85228964 5413519 2530559 767819173 851708537 107634080 105752923 0 0 391787722 400734000 1156297 1252054 18568621 248270425 260233072 748848524 767972049 18970649 83736488 2455510314 2718084090 667733763 668645597 1787776551 2049438493 X 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. 0 0 389239356 90797645 390737031 INSTRUCTION - DURING THE 2010-2011 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,463 UNDERGRADUATE, 1,218 GRADUATE AND 458 PROFESSIONAL. 249251000 14955278 90919278 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. 48992295 0 45607054 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. 687482651 1 0 0 1 0 0 1 1 1 1 1 0 0 1 0 0 1 1 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 X 2185 0 1 11152 1 1 1 1 UK FR GM SP GH CI HK 0 0 0 1 1 1 1 0 0 0 X 42 41 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X THOMAS MCGURTY VP FINANCE & CFO 6176273264 169 HOLLAND STREETROOM 318 SOMERVILLE MA 02144 LAWRENCE S BACOW 40.00 X X 687833 0 105832 THOMAS M ALPERIN 3.00 X 0 0 0 ROBERT R BENDETSON 3.00 X 0 0 0 ALISON BREED 3.00 X 0 0 0 A DANA CALLOW JR 3.00 X 0 0 0 JEANNIE H DIEFENDERFER 3.00 X 0 0 0 DANIEL J DOHERTY III 3.00 X 0 0 0 PETER R DOLAN 3.00 X X 0 0 0 FARES I FARES 3.00 X 0 0 0 LAURIE A GABRIEL 3.00 X 0 0 0 STEVEN M GALBRAITH 3.00 X 0 0 0 STEVEN A GOLDSTEIN 3.00 X 0 0 0 JOANNE S GOWA 3.00 X 0 0 0 VARNEY J HINTLIAN 3.00 X 0 0 0 DEBORAH R JOSPIN 3.00 X 0 0 0 BRIAN H KAVOOGIAN 3.00 X 0 0 0 JEFFREY B KINDLER 3.00 X 0 0 0 DEBRA S KNEZ 3.00 X 0 0 0 DANIEL A KRAFT 3.00 X 0 0 0 ELLEN J KULLMAN 3.00 X 0 0 0 ANDREW LIVERIS 3.00 X 0 0 0 KATHLEEN A MCCARTNEY 3.00 X 0 0 0 SETH I MERRIN 3.00 X 0 0 0 IOANNIS MIAOULIS 3.00 X 0 0 0 KATHLEEN O'LOUGHLIN 3.00 X 0 0 0 WILLIAM R O'REILLY JR 3.00 X X 0 0 0 PIERRE M OMIDYAR 3.00 X 0 0 0 KAREN M PRITZKER 3.00 X 0 0 0 DAVID RONE 3.00 X 0 0 0 HUGH R ROOME III 3.00 X 0 0 0 ANDREW SAFRAN 3.00 X 0 0 0 JANICE SAVIN-WILLIAMS 3.00 X 0 0 0 NEAL B SHAPIRO 3.00 X 0 0 0 EDWARD M SWAN JR 3.00 X 0 0 0 JAMES A STERN 3.00 X X 0 0 0 TINA SURH 3.00 X 0 0 0 ALFRED I TAUBER 3.00 X 0 0 0 JONATHAN M TISCH 3.00 X 0 0 0 TERI COLEMAN VOLPERT 3.00 X 0 0 0 GLORIA WHITE-HAMMOND 3.00 X 0 0 0 THOMAS F WINKLER III 3.00 X 0 0 0 JAMES J WONG 3.00 X 0 0 0 JAMSHED BHARUCHA 40.00 X 449047 0 64660 PATRICIA LCAMPBELL 40.00 X 393528 0 56765 KATHLEEN CRONIN 40.00 X 192277 0 48083 MARY R JEKA 40.00 X 292329 0 45672 DAVID J KAHLE 40.00 X 267219 0 58648 DARLEEN PATRICIA KARP 40.00 X 155852 0 27240 BRIAN K LEE 40.00 X 328889 0 107929 THOMAS S MCGURTY 40.00 X 306428 0 58815 MICHAEL A BAENEN 40.00 X 138406 0 22246 PAUL J TRINGALE 40.00 X 113327 0 20998 RICHARD REYNOLDS 40.00 X 224250 0 28298 LINDA M ABRIOLA 40.00 X 273115 0 32751 JOANNE BERGER-SWEENEY 40.00 X 102063 0 21463 HARRIS BERMAN 40.00 X 369062 0 45940 DEBORAH T KOCHEVAR 40.00 X 225153 0 46014 LONNIE NORRIS 40.00 X 329660 0 46851 NAOMI ROSENBERG 40.00 X 224139 0 44714 STEPHEN W BOSWORTH 40.00 X 285471 0 32771 SALLY DUNGAN 40.00 X 503412 0 53942 NAUSHIRWAN R MEHTA 40.00 X 375519 0 45652 RENEE R NADLER 40.00 X 334297 0 48148 MARIA PAPAGEORGE 40.00 X 498261 0 84686 JOHN M ROBERTO 40.00 X 116337 0 3695 ROBERT STERNBERG 40.00 X 214244 0 33458 KALPAKAM A SHASTRI 40.00 X 184656 0 7094 7482711 0 1170902 715 1 1 0 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 113 143286923 93398728 8009380 236685651 INSTRUCTION 900099 390737031 390737031 CLINICAL AND OTHER EDU 541900 90919278 89250133 1669145 AUXILLIARY ENTERPRISES 900099 45607054 45603532 3522 527263363 17075404 17075404 1677081 1677081 2368895 1515417 853478 853478 853478 757576626 689423066 68153560 68153560 -3425372 71578932 851708537 525590696 -1752705 91184895 13531461 13531461 89809283 89809283 2412179 2412179 6265910 1899418 3440381 926111 323577705 281291876 32425560 9860269 23498405 19938804 2782095 777506 27743160 25379866 995418 1367876 19648820 16459638 2509550 679632 3668515 2858723 801297 8495 365318 365318 328735 328735 1252054 1252054 809424 809424 44641611 40715396 3875644 50571 32732 32732 63736087 53174720 8539134 2022233 7199234 4963879 2102201 133154 690042 690042 38050766 37215273 687225 148268 11268041 10216502 593871 457668 4015698 2927952 621163 466583 16734179 16366741 302232 65206 39140164 38280751 706900 152513 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 767972049 687482651 61920777 18568621 111849903 59457952 73331863 71350399 16839627 18229444 62068183 60765181 383951 433473 4625779 4631384 1202249605 502165291 680663826 700084314 219537282 249528448 1144606818 1405401328 22684435 24137372 118918647 124064795 2455510314 2718084090 113955904 135505244 63110171 64297994 410868270 400404600 1415601 1831174 78383817 66606585 667733763 668645597 X 920486643 1089468279 376413432 442352522 490876476 517617692 1787776551 2049438493 2455510314 2718084090 X 83736488 177925454 X 0 1 1 X 1 1 X X 0 0 328735 328735 328735 328735 749074693 784715736 749403428 785044471 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 401557 329730 345173 328735 1405195 250000 250000 250000 250000 1000000 1500000 1070263 7430636 X X 0 0 1 1252970860 24333842 227385906 15794246 39266184 3949926 1445680252 1142107003 18523742 134334800 7965044 31027541 3002100 1252970860 1492298121 15551217 -326872018 9676147 26139694 3054476 1142107003 0.40300 0.34400 0.25300 0 0 40223086 40223086 1012219320 407836701 604382619 149807199 94328590 55478609 700084314 597293919 F 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 1405401328 GOVERNMENT ADVANCES 27270524 INTEREST RATE AGREEMENTS 39336061 66606585 851708537 767972049 83736488 177925454 177925454 261661942 945111299 167213636 -75326291 91887345 853223954 -1515417 -1515417 851708537 683449357 17683304 17683304 665766053 102205996 102205996 767972049 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: 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 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE NETTED WITH RENTAL INCOME -1,515,417. PART XIII, LINE 2D - 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 4B - OTHER ADJUSTMENTS: TUITION DISCOUNT 102,205,996. PART XI - XIII, THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 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 10 31 0 0 10 31 0 606227000 606227000 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 27 0 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 1 1 1 1 1 0 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 V 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. 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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 89 SCHOLARSHIPS 6156 98366325 FELLOWSHIPS 398 3278846 STUDENT PRIZES 20 29421 STUDENT STIPENDS 8 6679 PROJECT ADVANCES 6 98647 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. X X X X X 1 1 X X X X X 0 0 0 1 0 1 0 0 0 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 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. SUPPLEMENTAL INFORMATION 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. 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 1200000 140600000 600000 139400000 1 0 1 1 6072849 83830604 752144 83099001 2010 0 0 1 1 1134020 66548484 536881 66009586 1 0 1 1 10458 50532211 532192 50000009 1 0 1 1 0 1 1 0 1 0.00350 0.00070 0.00420 1 0 1 1 0 1 0.00800 0.00580 0.01380 1 0 1 1 DEUTSCHE BANK AND BANK OF AMERICA 30.000000000000 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 BARCLAYS BNY MELLON 25.000000000000 0 0 0 0 1 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 X 7 992263 FMV X 187 5655345 FMV X 1 494400 FMV X 1 78000 FMV X 2 74903 FMV X 3 76684 FMV X MEDICAL EQUIPMENT 2 413837 FMV X MUSICAL INSTRUMENTS 1 130619 FMV X SYMPOSIUM EVENTS 2 76830 COST X DINNER EVENTS 8 16499 COST 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL-YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. 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. 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