WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-11
IRS object ID: 202611319349306066
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-11T16:44:12-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET SUITE 1600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WORCESTER POLYTECHNIC INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WORC	BusinessNameControlTxt
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HORAN	PersonNm
Person Title	EXECUTIVE VP & CFO	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2026-05-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JINLIU WANG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$536,998,693	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WPI.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY (CONTINUED ON SCHEDULE O) THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.FORM 990, PART V, LINE 1A:THE 7,781 REPORTED ON THIS LINE INCLUDES THE FOLLOWING:1098-T'S: 7,0111099 NEC: 3971099 MISC: 3681099-K'S: 5	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	4536	TotalEmployeeCnt
Total Volunteers	522	TotalVolunteersCnt
Total Gross UBI	$9,348,758	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,282,069	PYContributionsGrantsAmt
CY Contributions Grants	$25,187,739	CYContributionsGrantsAmt
PY Program Service Revenue	$454,614,577	PYProgramServiceRevenueAmt
CY Program Service Revenue	$490,295,589	CYProgramServiceRevenueAmt
PY Investment Income	$11,127,022	PYInvestmentIncomeAmt
CY Investment Income	$12,697,778	CYInvestmentIncomeAmt
PY Other Revenue	-$253,769	PYOtherRevenueAmt
CY Other Revenue	$1,247,888	CYOtherRevenueAmt
PY Total Revenue	$490,769,899	PYTotalRevenueAmt
CY Total Revenue	$529,428,994	CYTotalRevenueAmt
PY Grants And Similar Paid	$154,356,495	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$169,125,759	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$205,768,366	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$209,761,386	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$226,064	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$61,533	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,437,272	CYTotalFundraisingExpenseAmt
PY Other Expenses	$144,967,990	PYOtherExpensesAmt
CY Other Expenses	$160,338,639	CYOtherExpensesAmt
PY Total Expenses	$505,318,915	PYTotalExpensesAmt
CY Total Expenses	$539,287,317	CYTotalExpensesAmt
PY Revenues Less Expenses	-$14,549,016	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$9,858,323	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,348,178,551	TotalAssetsBOYAmt
Total Assets EOY	$1,434,918,284	TotalAssetsEOYAmt
Total Liabilities BOY	$497,992,535	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$533,541,683	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$850,186,016	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$901,376,601	NetAssetsOrFundBalancesEOYAmt
Mission	WPI TRANSFORMS LIVES, TURNS KNOWLEDGE INTO ACTION TO CONFRONT GLOBAL CHALLENGES, AND REVOLUTIONIZES STEM THROUGH DISTINCTIVE AND INCLUSIVE EDUCATION, PROJECTS AND RESEARCH. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$377,933,360	ExpenseAmt
Grant	$155,149,656	GrantAmt
Revenue	$434,365,675	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 5,500 UNDERGRADUATE AND 2,025 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,410 STUDENTS. DURING FISCAL YEAR 2025, THE UNIVERSITY AWARDED 1,298 BACHELOR, 867 MASTER AND 87 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$69,921,140	ExpenseAmt
Grant	$13,976,103	GrantAmt
Revenue	$55,929,914	RevenueAmt
Desc	AT THE UNIVERSITY, 244 FACULTY AND POST DOC RESEARCHERS, AND 632 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$447,854,500	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	7781	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4536	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL HORAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JINLIU WANG
PRESIDENT	40.00	0.00	Yes (X)	Yes (X)	$995,961	$0	$126,856
WILLIAM FITZGERALD
CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JOYCE KLINE
VICE CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
STEPHEN RUSCKOWSKI
VICE CHAIR & TRUSTEE	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL ASPINWALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LORRAINE BOLSINGER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
LINWOOD BRADFORD
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MARNI HALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ROBERT HART
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
STUART KAZIN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
DAVID LAPRE
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
CARLEEN MAITLAND
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ERICA MASON
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MAUREEN MCCAFFREY
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NEIL MCDONOUGH
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
PATRICIA NEWCOMER-SMALL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
GEORGE OLIVER
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NATALIA PAVLOVA
TRUSTEE (AS OF 11/2024)	2.00	0.00	Yes (X)		$0	$0	$0
ELIZABETH PHALEN
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JAMES F POLEWACZYK
TRUSTEE (AS OF 11/2024)	2.00	0.00	Yes (X)		$0	$0	$0
MARK RUSSELL
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
ELIZABETH SCHWEINSBERG
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
NAVJOT SINGH
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
CHARTSIRI SOPHONPANICH
TRUSTEE (AS OF 05/2025)	2.00	0.00	Yes (X)		$0	$0	$0
JOAN BOLDUC SZKUTAK
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
GREG TUCKER
TRUSTEE (AS OF 05/2025)	2.00	0.00	Yes (X)		$0	$0	$0
MYLES WALTON
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
JENNIFER WYSE
TRUSTEE	2.00	0.00	Yes (X)		$0	$0	$0
MICHAEL HORAN
TREASURER, EXECUTIVE VP & CFO	40.00	0.00		Yes (X)	$589,073	$0	$55,294
DAVID BUNIS
SEC. & GEN COUNSEL (THRU 01/2025)	40.00	0.00		Yes (X)	$552,517	$0	$36,619
KYLE SIEGEL
AVP, CHIEF OF STAFF & DEP. SECR.	40.00	0.00		Yes (X)	$228,255	$0	$39,671
ELIZABETH CLAPP
ASSOC TREAS. & CONTROLL (THRU 12/24)	40.00	0.00		Yes (X)	$193,879	$0	$58,409
MEGAN BELMORE
CONTROLLER & ASST TREAS (AS OF 4/25)	40.00	0.00		Yes (X)	$0	$0	$0
PHILIP CLAY
VP STUDENT AFFAIRS	40.00	0.00			$456,071	$0	$45,285	Yes (X)
ARTHUR HEINRICHER
INTERIM PROVOST (THRU 07/2024)	40.00	0.00			$309,939	$0	$42,502	Yes (X)
ANDREW SEARS
PROVOST (AS OF 08/2024)	40.00	0.00			$222,478	$0	$28,069	Yes (X)
LAUREN TURNER
SVP TALENT & INCLUSION, CDO	40.00	0.00			$551,271	$0	$60,667		Yes (X)
DONNA STOCK
VP UNIV ADV (THRU 02/2025)	40.00	0.00			$461,131	$0	$43,498		Yes (X)
VIJAY MENTA
PRES. INFO. TECH. & CIO	40.00	0.00			$353,745	$0	$43,841		Yes (X)
JEAN KING
DEAN OF ARTS & SCIENCES	40.00	0.00			$364,864	$0	$59,379		Yes (X)
BOGDAN VERNESCU
VP & VICE PROV. RESEARCH & INNOV.	40.00	0.00			$378,752	$0	$47,366		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,657,936	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$687,456	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	521	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
DANIEL O'CONNELL'S SONS INC
800 KELLY WAY	HOLYOKE	MA	01040	CONSTRUCTION	$16,736,752
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUE	BOSTON	MA	02118	CONSTRUCTION	$2,233,769
STANTEC ARCHITECTURE & ENGINEERING PC 13
COLLECTIONS CTR DR	CHICAGO	IL	60693	ARCHITECTURAL	$654,402
GREENERU INC
307 WAVERLY OAKS ROAD STE 202	WALTHAM	MA	02452	BLDG. IMPROVEMENTS	$482,736
DELSIGNATORE ELECTRICAL CONTRACTORS INC
849 WEST BOYLSTON ST	WORCESTER	MA	01606	MAINTENANCE/ELECTRICAL	$443,428

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	60	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,985,000	GovernmentGrantsAmt
All Other Contributions	$23,202,739	AllOtherContributionsAmt
Noncash Contributions	$8,020,023	NoncashContributionsAmt
Total Contributions	$25,187,739	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$369,491,327	$369,491,327
SPONSORED RESEARCH	611710	$55,929,915	$55,929,915
AUXILIARY OPERATIONS	611710	$55,334,572	$45,987,719	$9,346,853
OTHER OPER. SOURCES	611710	$6,345,602	$6,345,602
OTHER EDUC. OPERATIONS	611710	$3,194,173	$3,194,173

Field	Value	IRS element (for citing)
Total Program Service Revenue	$490,295,589	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,703,587	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,905	UnrelatedBusinessRevenueAmt
Exclusion	$12,701,682	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,108,240	TotalRevenueColumnAmt
Exclusion	$1,108,240	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,563,890	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$7,569,699	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$5,809	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$5,809	TotalRevenueColumnAmt
Exclusion	-$5,809	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	GAIN INT RATE AGREEMNT	Desc
Business	900099	BusinessCd
Total Revenue Column	$139,648	TotalRevenueColumnAmt
Exclusion	$139,648	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$139,648	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$529,428,994	TotalRevenueColumnAmt
Related Or Exempt Func Income	$480,948,736	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,348,758	UnrelatedBusinessRevenueAmt
Exclusion	$13,943,761	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$12,221,429	TotalAmt
Program Services	$12,221,429	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$155,149,656	TotalAmt
Program Services	$155,149,656	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,754,674	TotalAmt
Program Services	$1,754,674	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,137,635	TotalAmt
Program Services	$863,219	ProgramServicesAmt
Management And General	$2,536,501	ManagementAndGeneralAmt
Fundraising	$737,915	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$163,767,451	TotalAmt
Program Services	$126,964,930	ProgramServicesAmt
Management And General	$31,479,910	ManagementAndGeneralAmt
Fundraising	$5,322,611	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,423,406	TotalAmt
Program Services	$8,800,619	ProgramServicesAmt
Management And General	$2,293,357	ManagementAndGeneralAmt
Fundraising	$329,430	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$20,412,638	TotalAmt
Program Services	$12,385,542	ProgramServicesAmt
Management And General	$6,951,179	ManagementAndGeneralAmt
Fundraising	$1,075,917	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,020,256	TotalAmt
Program Services	$7,719,630	ProgramServicesAmt
Management And General	$2,011,661	ManagementAndGeneralAmt
Fundraising	$288,965	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,541,645	TotalAmt
Program Services	$452,655	ProgramServicesAmt
Management And General	$1,080,580	ManagementAndGeneralAmt
Fundraising	$8,410	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$417,850	TotalAmt
Program Services	$100,041	ProgramServicesAmt
Management And General	$317,020	ManagementAndGeneralAmt
Fundraising	$789	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$184,989	TotalAmt
Management And General	$184,989	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$61,533	TotalAmt
Fundraising	$61,533	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,331,988	TotalAmt
Management And General	$1,331,988	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,046,647	TotalAmt
Program Services	$19,123,346	ProgramServicesAmt
Management And General	$1,839,743	ManagementAndGeneralAmt
Fundraising	$83,558	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,597,299	TotalAmt
Program Services	$2,336,220	ProgramServicesAmt
Management And General	$241,608	ManagementAndGeneralAmt
Fundraising	$19,471	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,491,469	TotalAmt
Program Services	$1,962,209	ProgramServicesAmt
Management And General	$1,359,307	ManagementAndGeneralAmt
Fundraising	$169,953	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,638,038	TotalAmt
Program Services	$1,531,594	ProgramServicesAmt
Management And General	$8,875,702	ManagementAndGeneralAmt
Fundraising	$230,742	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,729,164	TotalAmt
Program Services	$9,767,521	ProgramServicesAmt
Management And General	$1,780,384	ManagementAndGeneralAmt
Fundraising	$181,259	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,751,768	TotalAmt
Program Services	$8,257,416	ProgramServicesAmt
Management And General	$376,128	ManagementAndGeneralAmt
Fundraising	$118,224	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,070,204	TotalAmt
Program Services	$2,554,780	ProgramServicesAmt
Management And General	$451,157	ManagementAndGeneralAmt
Fundraising	$64,267	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,227,785	TotalAmt
Program Services	$12,944,174	ProgramServicesAmt
Management And General	$5,031,425	ManagementAndGeneralAmt
Fundraising	$252,186	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$38,277,845	TotalAmt
Program Services	$31,150,593	ProgramServicesAmt
Management And General	$6,622,570	ManagementAndGeneralAmt
Fundraising	$504,682	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,921,405	TotalAmt
Program Services	$306,445	ProgramServicesAmt
Management And General	$1,614,911	ManagementAndGeneralAmt
Fundraising	$49	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
RESEARCH AND TRAINING	$15,212,622	$16,072,484	-$683,929	-$175,933
REPAIRS AND MAINTENANCE	$8,285,950	$6,348,919	$1,853,284	$83,747
LAB EQUIPMENT/SUPPLIES	$4,406,083	$4,197,742	$201,835	$6,506
BOOKS AND PERIODICALS	$2,717,765	$26,766	$2,690,999	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,488,123	TotalAmt
Program Services	$4,861,896	ProgramServicesAmt
Management And General	$1,553,236	ManagementAndGeneralAmt
Fundraising	$72,991	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$539,287,317	TotalAmt
Program Services	$447,854,500	ProgramServicesAmt
Management And General	$81,995,545	ManagementAndGeneralAmt
Fundraising	$9,437,272	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,350,802	BOYAmt
EOY	$3,672,438	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$37,859,979	BOYAmt
EOY	$30,052,751	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,798,335	BOYAmt
EOY	$4,374,405	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$15,992,928	BOYAmt
EOY	$14,447,368	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,550,475	BOYAmt
EOY	$8,657,607	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,036,280,115	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$472,378,549	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$539,074,487	BOYAmt
EOY	$563,901,566	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$133,144,281	BOYAmt
EOY	$145,914,772	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$590,830,476	BOYAmt
EOY	$647,375,333	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$15,576,788	BOYAmt
EOY	$16,522,044	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,348,178,551	BOYAmt
EOY	$1,434,918,284	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$36,947,269	BOYAmt
EOY	$28,072,878	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$12,478,224	BOYAmt
EOY	$18,380,610	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$274,237,779	BOYAmt
EOY	$269,595,302	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$258,378	BOYAmt
EOY	$46,523,008	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$98,228,303	BOYAmt
EOY	$93,190,925	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$75,842,582	BOYAmt
EOY	$77,778,960	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$497,992,535	BOYAmt
EOY	$533,541,683	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$364,826,323	BOYAmt
EOY	$389,598,990	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$485,359,693	BOYAmt
EOY	$511,777,611	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$850,186,016	BOYAmt
EOY	$901,376,601	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,348,178,551	BOYAmt
EOY	$1,434,918,284	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$9,858,323	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$61,656,345	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$159,755	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$447,682	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,507,077	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,922,762	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,070,174	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,282,069	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,187,739	CurrentTaxYearAmt
Total	$131,969,821	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,507,077	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,922,762	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$23,070,174	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$25,282,069	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,187,739	CurrentTaxYearAmt
Total	$131,969,821	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$9,754,346	SubstantialContributorsTotAmt
Public Support Total170	$122,215,475	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,350,643	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,808,581	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,182,633	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,337,945	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,809,922	CurrentTaxYearAmt
Total	$46,489,724	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$38,254	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,102,514	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$541,061	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$2,681,829	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$181,141,374	TotalSupportAmt
Gross Receipts Rltd Activities	$2,146,724,400	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.67470	PublicSupportCY170Pct
Public Support PY170	0.73010	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$184,989	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$184,989	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$539,102,328	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$539,287,317	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$185,294	CurrentYearMinus3Amt
Current Year Minus2	$183,264	CurrentYearMinus2Amt
Current Year Minus1	$180,000	CurrentYearMinus1Amt
Current Year	$184,989	CurrentYearAmt
Total	$733,547	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-A, LINE 1B:	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENDITURES ARE FOR THE PURPOSE OF IDENTIFYING FUNDING OPPORTUNITIES AT THE FEDERAL AND STATE LEVEL TO SUPPORT EDUCATIONAL AND RESEARCH PROGRAMS AND TO DEVELOP STRATEGIC RESEARCH PARTNERSHIPS WITH GOVERNMENT ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$679,999,247	BeginningYearBalanceAmt
Contributions	$10,366,707	ContributionsAmt
Investment Earnings Or Losses	$69,755,352	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,926,533	GrantsOrScholarshipsAmt
Other Expenditures	$16,772,234	OtherExpendituresAmt
End Year Balance	$731,422,539	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$628,765,308	BeginningYearBalanceAmt
Contributions	$6,853,717	ContributionsAmt
Investment Earnings Or Losses	$71,642,219	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,197,461	GrantsOrScholarshipsAmt
Other Expenditures	$16,064,536	OtherExpendituresAmt
End Year Balance	$679,999,247	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$587,107,058	BeginningYearBalanceAmt
Contributions	$7,970,966	ContributionsAmt
Investment Earnings Or Losses	$59,079,208	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,282,412	GrantsOrScholarshipsAmt
Other Expenditures	$15,109,512	OtherExpendituresAmt
End Year Balance	$628,765,308	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$630,915,527	BeginningYearBalanceAmt
Contributions	$12,869,512	ContributionsAmt
Investment Earnings Or Losses	-$31,950,308	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,825,960	GrantsOrScholarshipsAmt
Other Expenditures	$14,901,713	OtherExpendituresAmt
End Year Balance	$587,107,058	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$484,367,049	BeginningYearBalanceAmt
Contributions	$10,106,274	ContributionsAmt
Investment Earnings Or Losses	$160,615,648	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,447,238	GrantsOrScholarshipsAmt
Other Expenditures	$14,726,206	OtherExpendituresAmt
End Year Balance	$630,915,527	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.37900	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.29700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32400	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$25,003,966	OtherCostOrOtherBasisAmt
Book Value	$25,003,966	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$820,516,072	OtherCostOrOtherBasisAmt
Depreciation	$332,785,391	DepreciationAmt
Book Value	$487,730,681	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,894,641	OtherCostOrOtherBasisAmt
Depreciation	$14,342,014	DepreciationAmt
Book Value	$6,552,627	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$166,313,136	OtherCostOrOtherBasisAmt
Depreciation	$125,251,144	DepreciationAmt
Book Value	$41,061,992	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,552,300	OtherCostOrOtherBasisAmt
Book Value	$3,552,300	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$563,901,566	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$410,203,984	F
FIXED INCOME FUNDS	$114,411,761	F
PRIVATE EQUITY FUNDS	$75,529,091	F
REAL ASSETS	$38,236,048	F
PRIVATE CREDIT	$8,994,449	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$647,375,333	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITIES	$63,382,186
SPLIT INTEREST RATE AGREEMENTS	$5,678,026
FUNDS HELD FOR OTHERS	$4,723,526
INTEREST RATE AGREEMENTS	$1,580,034
REFUNDABLE GOVERNMENT LOAN FUNDS	$1,221,444
ASSET RETIREMENT OBLIGATIONS	$1,193,744

Field	Value	IRS element (for citing)
Total Liability	$77,778,960	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
PART III, LINE 4:	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
PART V, LINE 4:	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.6% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2025.
PART X, LINE 2:	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENT OF FINANCIAL POSITION OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES OR CASH FLOWS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE UNIVERSITY MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A NOTICE OF NON-DISCRIMINATION ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. (CONTINUED BELOW LINE 6)
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID.
LINE 3 - NONDISCRIMINATION POLICY CONTINUED:	IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION ACT OF 1975, AND THEIR RESPECTIVE IMPLEMENTING REGULATIONS. FURTHERMORE, THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE UNLAWFUL DISCRIMINATION OR HARASSMENT. UNLAWFUL DISCRIMINATION OR HARASSMENT CONSISTS OF TREATING A PERSON DIFFERENTLY IN ANY UNIVERISTY PROGRAM OR ACTIVITY BASED ON THEIR RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS. THIS INCLUDES, FOR EXAMPLE, THE DISPLAY OR CIRCULATION OF WRITTEN OR ELECTRONIC MATERIALS OR PICTURES DEGRADING TO A PERSON'S GENDER OR TO RACIAL, ETHNIC, OR RELIGIOUS GROUPS; AND VERBAL ABUSE OR INSULTS DIRECTED AT OR MADE IN THE PRESENCE OF MEMBERS OF A RACIAL, ETHNIC, OR MINORITY GROUP. THE UNIVERSITY WILL ADMINISTER ANY COMPLAINT OF DISCRIMINATION OR HARASSMENT WITH THE UTMOST DEGREE OF PRIVACY AND CONFIDENTIALITY POSSIBLE UNDER THE CIRCUMSTANCES OF EACH MATTER AND AS PERMITTED BY LAW. FAILURE OF ANY PARTICIPANT TO RESPECT CONFIDENTIALITY, BOTH DURING OR AFTER AN INVESTIGATION PROCESS, MAY CONSTITUTE RETALIATION AND SUBJECT THE VIOLATOR TO DISCIPLINE. THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE ANY FORM OF RETALIATION AGAINST PERSONS WHO HAVE COMPLAINED ABOUT, OR PARTICIPATED IN AN INVESTIGATION OF A COMPLAINT ABOUT, UNLAWFUL DISCRIMINATION OR HARASSMENT. THE UNIVERSITY WILL MAKE AN INDEPENDENT INQUIRY INTO COMPLAINTS OF UNLAWFUL DISCRIMINATION AND HARASSMENT, ACCORDING TO APPLICABLE UNIVERSITY POLICIES AND PROCEDURES, AND VIOLATIONS BY STUDENTS/EMPLOYEES WILL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING SUSPENSION, EXPULSION, OR TERMINATION, WHERE APPROPRIATE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	2	PROGRAM SERVICES	SEE PART V	$272,681
EAST ASIA AND THE PACIFIC	5	PROGRAM SERVICES	SEE PART V	$1,239,163
EUROPE (INCLUDING ICELAND & GREENLAND)	9	PROGRAM SERVICES	SEE PART V	$1,943,346
MIDDLE EAST AND NORTH AFRICA	0	PROGRAM SERVICES	SEE PART V	$141,099
RUSSIA AND NEIGHBORING STATES	0	PROGRAM SERVICES	SEE PART V	$156,861
SOUTH AMERICA	2	PROGRAM SERVICES	SEE PART V	$142,750
SOUTH ASIA	0	PROGRAM SERVICES	SEE PART V	$560,746
SUB-SAHARAN AFRICA	0	PROGRAM SERVICES	SEE PART V	$349,478
CENTRAL AMERICA AND THE CARIBBEAN	2	INVESTMENTS		$75,415,900
EUROPE (INCLUDING ICELAND & GREENLAND)	9	INVESTMENTS		$13,692,288
EUROPE (INCLUDING ICELAND & GREENLAND)	0	GRANTMAKING		$778,224
SOUTH AMERICA	0	GRANTMAKING		$283,780
NORTH AMERICA	0	GRANTMAKING		$290,579
EAST ASIA AND THE PACIFIC	0	GRANTMAKING		$394,961
SUB-SAHARAN AFRICA	0	GRANTMAKING		$7,130

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	18	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	11	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	29	TotalEmployeeCnt
Subtotal Spent	$4,806,124	SubtotalSpentAmt
Continuation Spent	$90,862,862	ContinuationSpentAmt
Total Spent	$95,668,986	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
SOUTH AMERICA	RESEARCH	$109,472	$0
SOUTH AMERICA	OTHER	$174,308	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$291,078	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$183,243	$0
NORTH AMERICA	RESEARCH	$219,510	$0
NORTH AMERICA	RESEARCH	$35,717	$0
NORTH AMERICA	RESEARCH	$35,352	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH	$303,903	$0
EAST ASIA AND THE PACIFIC	RESEARCH	$394,961	$0

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	PROJECT SUPPORT	TypeOfAssistanceTxt
Region	SUB-SAHARAN AFRICA	RegionTxt
Cash Grant	$6,371	CashGrantAmt
Manner Of Cash Disbursement	CHECK	MannerOfCashDisbursementTxt
Non Cash Assistance	$759	NonCashAssistanceAmt
Description Of Non Cash Asst	SUPPLIES	DescriptionOfNonCashAsstTxt
Valuation Method Used	FMV	ValuationMethodUsedDesc

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS: THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH THE OFFICE OF SPONSORED PROGRAMS (OSP), THE OFFICE OF RESEARCH INTEGRITY AND COMPLIANCE (ORIC), AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND NON-FINANCIAL POST-AWARD ACTIVITIES. ORIC IS RESPONSIBLE FOR MONITORING COMPLIANCE SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, RESEARCH ETHICS AND MISCONDUCT AND RESEARCH EXPORT CONTROL AND LICENSING. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS, REVENUE AND RECEIVABLES, AND PREPARATION AND SUBMISSION OF FINANCIAL REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS: THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. A CSS PROFILE IS ALSO REQUIRED FOR INCOMING STUDENTS. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.

PART I, LINE 3:

FOREIGN EXPENDITURES ARE SEPARATELY IDENTIFIED IN THE INSTITUTE'S BOOKS AND RECORDS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BENTZ WHALEY FLESSNER ASSOC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7251 OHMS LANE	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55439	ZIPCd

Field	Value	IRS element (for citing)
Activity	CAMPAIGN	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$61,533	RetainedByContractorAmt
Net To Organization	-$61,533	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$61,533	TotalRetainedByContractorsAmt
Total Net To Organization	-$61,533	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (60 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc	Address Line2USAddress/AddressLine2Txt
ACOUSTIC MEDSYSTEMS INC
208 BURWASH AVE	SAVOY	IL	61874	371365835	$0	$99,320	RESEARCH
AM BATTERIES INC
8 FEDERAL STREET UNIT B	BILLERICA	MA	01821	872500260	$0	$2,272,500	RESEARCH
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS - AICHE
3 PARK AVE	NEW YORK	NY	10016	131623892	$0	$64,275	RESEARCH	501(C)(3)
APPLIED MATERIALS INC
9700 US HWY 290 EAST	AUSTIN	TX	78724	941655526	$0	$138,925	RESEARCH
ASL ED CENTER
133 CALAMINT HILL ROAD N	PRINCETON	MA	01541	854329043	$0	$8,401	RESEARCH
ASSISTMENTS FOUNDATION INC
100 INSTITUTE RD	WORCESTER	MA	01609	834228740	$0	$785,539	RESEARCH	501(C)(3)
BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD ROOM 360	EAST LANSING	MI	48824	386005984	$0	$255,497	RESEARCH	501(C)(3)
BOSTON COLLEGE
140 COMMONWEALTH AVE	CHSTNUT HILL	MA	02467	042103545	$0	$19,885	RESEARCH	501(C)(3)
BOSTON MEDICAL CENTER CORPORATION
ONE BOSTON MEDICAL PLACE	BOSTON	MA	02118	043314093	$0	$399,216	RESEARCH	501(C)(3)
BUCKNELL UNIVERSITY
ONE DENT DRIVE	LEWISBURG	PA	17837	240772407	$0	$16,228	RESEARCH	501(C)(3)
CAL POLY CORPORATION
1 GRAND AVE BUILDING 15	SAN LUIS OBISPO	CA	93407	951648180	$0	$26,533	RESEARCH	501(C)(3)
CAMBRIDGE HEALTH ALLIANCE
350 MAIN STREET SUITE 31	MALDEN	MA	02148	043320571	$0	$68,727	RESEARCH	115
CITRINE INFORMATICS INC
2629 BROADWAY STREET	REDWOOD CITY	CA	94063	464188524	$0	$210,759	RESEARCH
CITY OF WORCESTER
455 MAIN STREET	WORCESTER	MA	01608	046001418	$0	$815,606	PUBLIC LIBRARY SUPPORT	115
CLEMSON UNIVERSITY
PO BOX 931616	ATLANTA	GA	31193	576000254	$0	$21,856	RESEARCH	501(C)(3)
DREXEL UNIVERSITY
3201 ARCH STREET SUITE 420	PHILADELPHIA	PA	19104	231352630	$0	$160,751	RESEARCH	501(C)(3)
ENERGY RESEARCH COMPANY
400 LELAND AVE	PLAINFIELD	NJ	07062	223329891	$0	$270,135	RESEARCH
FARASIS ENERGY USA INC
21363 CABOT BLVD	HAYWARD	CA	94545	833748440	$0	$53,868	RESEARCH
GAS TECHNOLOGY INSTITUTE
1700 SOUTH MOUNT PROSPECT ROAD	DES PLAINES	IL	60018	362170137	$0	$190,936	RESEARCH	501(C)(3)
GDB INTERNATIONAL INC
ONE HOME NEWS ROW	NEW BRUNSWICK	NJ	08901	223435423	$0	$481,902	RESEARCH
GE MEDICAL SYSTEMS ULTRASOUND & PRIMARY CARE DIAGNOSTICS LLC
1 RESEARCH CIRCLE BUILDING K-1 5D7	NISKAYUNA	NY	12309	391046671	$0	$36,314	RESEARCH
GENERAL ELECTRIC COMPANY
5 NECCO ST	BOSTON	MA	02210	140689340	$0	$93,844	RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
149 13TH STREET	CHARLESTOWN	MA	02114	041564655	$0	$518,830	RESEARCH	501(C)(3)
MICHIGAN TECHNOLOGICAL UNIVERSITY
1400 TOWNSEND DRIVE	HOUGHTON	MI	49931	386005955	$0	$131,851	RESEARCH	115
MISSISSIPPI STATE UNIVERSITY
301 RESEARCH BLVD	STARKVILLE	MS	39759	646000819	$0	$166,467	RESEARCH	501(C)(3)
NEW MEXICO CONSORTIUM INC
4200 WEST JEMEZ ROAD SUITE 301	LOS ALAMOS	NM	87544	260370262	$0	$6,958	RESEARCH	501(C)(3)
NIGHTSHADE INDUSTRIES CORPORATION
101 IASUEN COURT	LOS GATOS	CA	95032	990452149	$0	$161,546	RESEARCH
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7205	RALEIGH	NC	27695	566000756	$0	$36,907	RESEARCH	115
NORTHWESTERN UNIVERSITY
737 N MICHIGAN AVENUE SUITE 1600	CHICAGO	IL	60611	362167817	$0	$20,615	RESEARCH	501(C)(3)
PURDUE UNIVERSITY
2200 169TH STREET	HAMMOND	IN	46323	356002041	$0	$187,486	RESEARCH	115
QUINSIGAMOND COMMUNITY COLLEGE
670 WEST BOYLSTON ST	WORCESTER	MA	01606	042492727	$0	$9,028	OTHER	115
SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION
210 N FOURTH STREET 4TH FLOOR	SAN JOSE	CA	95112	946017638	$0	$143,651	RESEARCH	501(C)(3)
SIEMENS CORPORATION
300 NEW JERSEY AVE SUITE 1000	WASHINGTON	DC	20001	132623356	$0	$82,284	RESEARCH
SOLVUS GLOBAL LLC
104 PRESCOTT STREET	WORCESTER	MA	01605	842524070	$0	$233,361	RESEARCH
SOUTHERN METHODIST UNIVERSITY
6425 BOAZ LANE	DALLAS	TX	75205	750800689	$0	$47,412	RESEARCH	501(C)(3)
SPAULDING REHABILITATION HOSPITAL - BOSTON
1575 CAMBRIDGE STREET	CAMBRIDGE	MA	02138	042551124	$0	$6,051	RESEARCH	501(C)(3)
SYRACUSE UNIVERSITY
640 SKYTOP ROADSKYTOP OFFICE	SYRACUSE	NY	13244	150532081	$0	$88,535	RESEARCH	501(C)(3)	BUILDING
TERVES LLC
24112 ROCKWELL DRIVE SUITE C	EUCLID	OH	44117	462984331	$0	$272,174	RESEARCH
TEXAS A&M UNIVERSITY
600 TAMU	COLLEGE STATION	TX	77843	746000531	$0	$21,797	OTHER	501(C)(3)
THE INDIUM CORPORATION OF AMERICA
301 WOODS PARK DRIVE SUITE 301	CLINTON	NY	13323	760705251	$0	$233,651	RESEARCH
THE OHIO STATE UNIVERSITY
901 WOODY HAYES DRIVE 2020	COLUMBUS	OH	43210	316025986	$0	$36,423	RESEARCH	501(C)(1)	BLANKENSHIP HALL
THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
210 SPRIGG LN	CHARLOTTESVILLE	VA	22903	546001796	$0	$178,096	RESEARCH	501(C)(3)
THE REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT STREET SUITE 200	DENVER	CO	80203	846000555	$0	$6,260	RESEARCH	501(C)(3)
UNIVERSITY OF ARIZONA
888 N EUCLID AVE ROOM 502	TUCSON	AZ	85721	742652689	$0	$171,937	RESEARCH	115
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET SUITE 425	SAN FRANCISCO	CA	94143	946036493	$0	$64,712	RESEARCH	501(C)(3)
UNIVERSITY OF FLORIDA
207 GRINTER HALL	GAINESVILLE	FL	32611	596002052	$0	$201,728	RESEARCH	501(C)(3)
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
310 E CAMPUS ROAD	ATHENS	GA	30602	581353149	$0	$44,798	RESEARCH	501(C)(3)
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET	URBANA	IL	61801	376000511	$0	$288,000	RESEARCH	115
UNIVERSITY OF MARYLAND
7809 REGENTS DRIVE 3112 LEE	COLLEGE PARK	MD	20742	526002033	$0	$344,722	RESEARCH	501(C)(3)	BUILDING
UNIVERSITY OF MASSACHUSETTS AMHERST
100 VENTURE WAY	HADLEY	MA	01035	043167352	$0	$94,855	RESEARCH	501(C)(3)
UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
55 N LAKE AVE	WORCESTER	MA	01655	043167352	$0	$384,240	RESEARCH	501(C)(3)
UNIVERSITY OF MINNESOTA
200 OAK STREET SE	MINNEAPOLIS	MN	55455	416007513	$0	$137,205	RESEARCH	501(C)(3)
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE ROOM 311247	DENTON	TX	76203	756002149	$0	$8,618	RESEARCH	115
UNIVERSITY OF THE VIRGIN ISLANDS
2 JOHN BREWERS BAY	ST THOMAS	VI	00802	660432514	$0	$23,537	RESEARCH	501(C)(3)
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY NE BOX 354965	SEATTLE	WA	98105	916001537	$0	$91,140	RESEARCH	501(C)(3)
UNIVERSITY OF WISCONSIN-MADISON
21 N PARK STREET SUITE 6301	MADISON	WI	53715	396006492	$0	$19,311	RESEARCH	115
VALIS INSIGHTS INC
104 PRESCOTT STREET	WORCESTER	MA	01605	883544952	$0	$212,500	RESEARCH
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
295 WEST CAMPUS DRIVE 401-A WALLACE	BLACKSBURG	VA	24061	546001805	$0	$65,259	RESEARCH	115	HALL
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
ONE WATERFRONT PLACEPO BOX 6005	MORGANTOWN	WV	26506	556000842	$0	$66,209	RESEARCH	501(C)(1)
WESTED
400 SEAPORT COURTSUITE 222	REDWOOD CITY	CA	94063	943233542	$0	$922,258	RESEARCH	115

Field	Value	IRS element (for citing)
Total501c3 Org	43	Total501c3OrgCnt
Total Other Org	16	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	5447	RecipientCnt
Cash Grant	$155,149,656	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS: THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH THE OFFICE OF SPONSORED PROGRAMS (OSP), THE OFFICE OF RESEARCH INTEGRITY AND COMPLIANCE (ORIC), AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND NON-FINANCIAL POST-AWARD ACTIVITIES. ORIC IS RESPONSIBLE FOR MONITORING COMPLIANCE SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, RESEARCH ETHICS AND MISCONDUCT AND RESEARCH EXPORT CONTROL AND LICENSING. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS, REVENUE AND RECEIVABLES, AND PREPARATION AND SUBMISSION OF FINANCIAL REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS: THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. A CSS PROFILE IS ALSO REQUIRED FOR INCOMING STUDENTS. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JINLIU WANG
PRESIDENT	$792,271	$0	$165,000	$0	$38,690	$0	$62,775	$0	$64,081	$0	$1,122,817	$0	$0	$0
MICHAEL HORAN
TREASURER, EXECUTIVE VP & CFO	$402,135	$0	$160,395	$0	$26,543	$0	$32,775	$0	$22,519	$0	$644,367	$0	$0	$0
LAUREN TURNER
SVP TALENT & INCLUSION, CDO	$375,331	$0	$150,960	$0	$24,980	$0	$32,775	$0	$27,892	$0	$611,938	$0	$0	$0
DAVID BUNIS
SEC. & GEN COUNSEL (THRU 01/2025)	$426,590	$0	$120,230	$0	$5,697	$0	$32,775	$0	$3,844	$0	$589,136	$0	$11,855	$0
DONNA STOCK
VP UNIV ADV (THRU 02/2025)	$329,051	$0	$107,100	$0	$24,980	$0	$32,775	$0	$10,723	$0	$504,629	$0	$0	$0
PHILIP CLAY
VP STUDENT AFFAIRS	$377,848	$0	$53,243	$0	$24,980	$0	$32,775	$0	$12,510	$0	$501,356	$0	$5,243	$0
BOGDAN VERNESCU
VP & VICE PROV. RESEARCH & INNOV.	$346,335	$0	$28,607	$0	$3,810	$0	$32,775	$0	$14,591	$0	$426,118	$0	$0	$0
JEAN KING
DEAN OF ARTS & SCIENCES	$361,987	$0	$0	$0	$2,877	$0	$32,775	$0	$26,604	$0	$424,243	$0	$0	$0
VIJAY MENTA
PRES. INFO. TECH. & CIO	$326,565	$0	$25,200	$0	$1,980	$0	$30,127	$0	$13,714	$0	$397,586	$0	$0	$0
ARTHUR HEINRICHER
INTERIM PROVOST (THRU 07/2024)	$307,545	$0	$0	$0	$2,394	$0	$29,599	$0	$12,903	$0	$352,441	$0	$0	$0
KYLE SIEGEL
AVP, CHIEF OF STAFF & DEP. SECR.	$173,111	$0	$54,844	$0	$300	$0	$17,147	$0	$22,524	$0	$267,926	$0	$0	$0
ELIZABETH CLAPP
ASSOC TREAS. & CONTROLL (THRU 12/24)	$193,579	$0	$0	$0	$300	$0	$18,873	$0	$39,536	$0	$252,288	$0	$0	$0
ANDREW SEARS
PROVOST (AS OF 08/2024)	$212,465	$0	$0	$0	$10,013	$0	$18,802	$0	$9,267	$0	$250,547	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: THE UNIVERSITY PROVIDED HOUSING ON CAMPUS TO THE PRESIDENT AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS.
PART I, LINE 4B	THE INSTITUTE HAS A LONG TERM INCENTIVE PLAN (LTIP) TO PROVIDE DEFERRED BONUSES TO CERTAIN LISTED INDIVIDUALS. AMOUNTS PAID UNDER THE LTIP IN 2024 ARE INCLUDED ON SCHEDULE J, COLUMN (B)(II). ADDITIONAL DETAILS REGARDING THE PLAN ARE INCLUDED IN RESPONSE SCHEDULE J, PART I, LINE 7. NO AMOUNTS WERE CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2024. ONE INDIVIDUAL IS SUBJECT TO A DEFERRED BONUS ARRANGEMENT. AMOUNTS ACCRUED UNDER THE ARRANGEMENT ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C.
PART I, LINE 7	THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE EXECUTIVE INCENTIVE COMPENSATION PLAN. EXECUTIVES ARE ELIGIBLE FOR PERFORMANCE-BASED PAY. THE PAYMENT OF A PERFORMANCE BONUS IS DEPENDENT UPON ACHIEVEMENT OF DEFINED GOALS AND OBJECTIVES, APPROVED BY THE PRESIDENT AND COMPENSATION COMMITTEE. THE PRESIDENT MAY RECEIVE A PERFORMANCE-BASED INCENTIVE SUBJECT TO THE TERMS AND PROVISIONS LISTED IN THE CONTRACT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57583RTX3	2008-04-09	$48,995,000	REFUNDING OF SERIES 2003&2005	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	000000000	2014-08-28	$4,622,000	RENOVATIONS OF EXISTING FACILITIES	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814	57584XPK1	2016-06-21	$49,030,491	REFUNDING OF SERIES 2007 BONDS	Yes (1)	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
D	043431814	57584X2E0	2017-10-03	$16,911,534	REFUNDING OF SERIES 2007 BONDS	Yes (1)	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$22,180,000	$48,995,000	$325,962	$19,038	$48,650,000	2008	Yes (1)	0	Yes (1)	Yes (1)
B	$1,963,000	$4,622,000	$61,330			2016	0	0	Yes (1)	Yes (1)	$4,560,670
C	$15,570,000	$49,030,491	$471,314		$48,559,177	2016	0	Yes (1)	Yes (1)	Yes (1)
D	$3,310,000	$16,911,534	$288,239		$16,623,295	2017	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.16820	0.16820	Yes (1)
B	0	0		0				Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	0		0.00330	0.00330	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
DEUTSCHE & BARCLAYS
A	0	0	0	Yes (1)	Yes (1)	Yes (1)	19.000000000000	0	0	0	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
C	0	0	0	Yes (1)	0	0				0	0	Yes (1)
(no name)
D	0	0	0	Yes (1)	0	0				0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F:	BOND ISSUE A (SERIES 2008A) WAS USED TO REFUND THE SERIES 2003A DATED JULY 20, 2003 AND 2005A DATED AUGUST 3, 2005. BOND ISSUE C (SERIES 2016) WAS USED TO REFUND SERIES 2007 WHICH WAS ISSUED JUNE 28, 2007. BOND ISSUE D (SERIES 2017A) WAS USED TO REFUND A PORTION OF SERIES 2007, WHICH WAS ISSUED IN JUNE 28, 2007, THAT WAS ALLOCATED TO REFUND SERIES 1997-I, WHICH WAS ISSUED ON MARCH 20, 1997. BOND ISSUE A (SERIES 2017B) WAS USED TO REFUND SERIES 2010 WHICH WAS ISSUED JANUARY 27, 2010. BOND ISSUE B (SERIES 2019) WAS USED TO FUND VARIOUS CAPITAL PROJECTS. BOND ISSUE C (SERIES 2022) WAS USED TO REFUND SERIES 2012 WHICH WAS ISSUED OCTOBER 30, 2012. BOND ISSUE D (SERIES 2024) WAS ISSUED TO ACQUIRE PROPERTY AND FUND CAPITAL PROJECTS.
SCHEDULE K, PART II, COLUMN A & B:	ON MAY 31, 2024 THE UNIVERSITY DEFEASED $7,820,000 OF SERIES 2017B AND $21,375,000 OF SERIES 2019. SPECIFIC INFORMATION ON THE DEFEASANCE, INCLUDING CUSIPS AND PAR AMOUNTS DEFEASED, ARE FILED ON THE EMMA SYSTEM.
SCHEDULE K, PART II, COLUMN C & D:	ON MAY 31, 2024, THE UNIVERSITY DEFEASED $5,325,000 OF SERIES 2016 AND $700,000 OF SERIES 2019. SPECIFIC INFORMATION ON THE DEFEASANCE, INCLUDING CUSIPS AND PAR AMOUNTS DEFEASED, ARE FILED ON THE EMMA SYSTEM.
SCHEDULE K PART II, LINE 11 COLUMNS A,C,D:	THE OTHER SPENT PROCEEDS ARE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW.
SCHEDULE K, PART III, LINE 3:	FOR BOND ISSUE A (SERIES 2017B), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $1,345,180. FOR BOND ISSUE B (SERIES 2019), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $982,697.
SCHEDULE K, PART III, LINE 6, COLUMN A:	THE UNIVERSITY ACTIVELY MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH OF THEIR ISSUES, WHILE THE 2008A'S PERCENTAGE IS ABOVE 5% FOR THE YEAR, THE OVER THE LIFE PERCENTAGE FOR THE ISSUE WILL STILL BE UNDER THE 5% LIMITATION FOR THE ISSUE.
SCHEDULE K, PART III, COLUMN D:	THE SERIES 2017A ISSUE REFUND A PORTION OF SERIES 2007 ISSUE ALLOCATED TO REFUNDING THE 1997 ISSUE, ORIGINALLY ISSUED ON MARCH 20, 1997. SINCE THIS IS THE ONLY PURPOSE OF SERIES 2017A, THIS ISSUE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K.
SCHEDULE K, PART IV, LINE 2C:	FOR BOND A (SERIES 2008A) A REBATE CALCULATION WAS PERFORMED ON 8/31/2018, FOR BOND B (SERIES 2014), A REBATE CALCULATION WAS PERFORMED ON 10/7/2016, FOR BOND C (SERIES 2016) A REBATE CALCULATION WAS PERFORMED ON 6/8/2021, FOR BOND D (SERIES 2017A), A REBATE CALCULATIONS WAS PERFORMED ON 6/1/2022 AND FOR BOND A (SERIES 2017B) A REBATE CALCULATIONS WAS PERFORMED ON 6/1/2022.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A	043431814	57584YAP4	2017-12-28	$61,875,371	REFUNDING OF SERIES 2010	Yes (1)	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B	043431814	57584YVR7	2019-09-26	$135,463,087	VARIOUS CAPITAL PROJECTS	Yes (1)	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C	043431814	000000000	2022-06-09	$42,540,000	REFUNDING OF SERIES 2012	0	0	0
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
D	043431814	000000000	2024-09-12	$20,400,000	FINANCE NEW CAPITAL PROJECT	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt
A	$12,565,000	$61,875,371	$546,236	$61,329,135	2017	0	Yes (1)	Yes (1)	Yes (1)
B	$21,470,000	$136,445,784	$912,875		2022	0	0	Yes (1)	Yes (1)	$12,401,694	$123,131,215
C	$3,060,000	$42,540,000		$42,540,000	2022	Yes (1)	0	Yes (1)	Yes (1)
D		$20,400,000			2025	0	0	Yes (1)	Yes (1)		$20,400,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	Yes (1)	0	0.00310	0.00310	Yes (1)
B	Yes (1)	Yes (1)	0.00030	0.00030	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	0.00970	0.00970	Yes (1)	Yes (1)
D	0	0			Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	0	Yes (1)
B	Yes (1)	0	0	Yes (1)
C	Yes (1)	0	0	Yes (1)
D	Yes (1)	0	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	N/A	RelationshipWithOrgTxt
Cash Grant	$7,750	CashGrantAmt
Type Of Assistance	SCHOLARSHIP	TypeOfAssistanceTxt
Assistance Purpose	MERIT	AssistancePurposeTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	70	ContributionCnt
Noncash Contributions Rpt F990	$7,569,699	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$246,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	SUPPLIES/EQUIP	Desc
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$204,324	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTIONS IS DISCLOSED IN COLUMN B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS. THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM 990, WITH THE EXCEPTION OF THE NAME AND ADDRESS OF THE DONORS LISTED ON SCHEDULE B, TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY LEADERS (INCLUDING "KEY EMPLOYEES," AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT: (A) THEY HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE UNIVERSITY CONFLICT OF INTEREST POLICY; (C) THEY UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED; AND (D) THE INFORMATION PROVIDED IN THE DISCLOSURE STATEMENT IS TRUE AND CORRECT TO THE BEST OF THEIR KNOWLEDGE. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST, OR POTENTIAL CONFLICTS OF INTEREST, BASED ON THE QUESTIONS CONTAINED IN THE DISCLOSURE STATEMENT. AS MORE FULLY DESCRIBED IN THE CONFLICT OF INTEREST POLICY, THERE IS A WELL-DEFINED PROCESS FOR THE COLLECTION AND REVIEW OF RESPONSES TO THE ANNUAL DISCLOSURE STATEMENT BY THE OFFICE OF GENERAL COUNSEL AND THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES. IF, BASED ON THE DISCLOSURES, ANY CONFLICT MANAGEMENT PLANS ARE WARRANTED, THEY ARE DRAFTED BY THE OFFICE OF GENERAL COUNSEL, REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES, AND SIGNED BY THE DISCLOSER AND THE CHAIR OF THE AUDIT AND RISK COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES FOLLOWS THE REQUIREMENTS OF FEDERAL REGULATION 53.4958-6(A), WHICH ESTABLISHES A REBUTTABLE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE LEADERSHIP DEVELOPMENT & EXECUTIVE COMPENSATION COMMITTEE (LDEC) OF THE WPI BOARD OF TRUSTEES, IN ACCORDANCE WITH LDEC GUIDELINES AND PROCEDURES IMPLEMENTING THESE FEDERAL REQUIREMENTS. IN CONDUCTING ITS REVIEW, THE LDEC RELIES ON AN INDEPENDENT COMPENSATION CONSULTANT AND USES COMPARABLE MARKET DATA DRAWN FROM PUBLISHED SURVEYS AND THE FEDERAL FORM 990 FILINGS OF PEER INSTITUTIONS. THE COMMITTEE REVIEWS THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN AN APPROPRIATE MARKET RANGE, AND DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN MEETING MINUTES MAINTAINED WITH THE UNIVERSITY GOVERNANCE RECORDS.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU).
FORM 990, PART XI, LINE 9:	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS 968,937. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -909,037. NET UNREALIZED LOSS ON SWAPS -514,880. GAIN ON DISPOSAL OF ASSETS 5,225. REFUNDED GRANTS 2,073.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GATEWAY PARK LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	043494779	REAL EST. DEV	MA	$0	$0	WPI
LANCASTER ISLAND LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	001108846	REAL ESTATE	MA	$0	$0	WPI
SAGAMORE GROVE LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	001283201	REAL ESTATE	MA	$0	$0	WPI
GROVE STREET LODGING LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	994240106	HOTEL OPERATIONS	MA	$5,620,308	$26,786,025	WPI
PRESCOTT STREET LODGING LLC
100 INSTITUTE ROAD	WORCESTER	MA	01609	994273604	HOTEL OPERATIONS	MA	$4,517,139	$20,033,781	WPI

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ASSISTMENTS FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	482 SOUTHBRIDGE ST 398	AddressLine1Txt
City	AUBURN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01501	ZIPCd

Field	Value	IRS element (for citing)
EIN	834228740	EIN
Primary Activities	EDUCATION	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 12A, I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WPI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (17)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHAR TRUSTS	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ASSISTMENTS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$785,539	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt