2024-05-14T10:43:51+00:00 2023-06-30 990 2022-07-01 042103634 Trustees of Tufts College TRUS 6176274337 80 George Street Attn Tax Dept Medford MA 02155 JAMES M HURLEY VP FINANCE & TREASURER 2024-05-14 JAMES HURLEY 999009999 2022 2023-04-26 12:10:37Z Tufts University Sunil Kumar President 80 George Street Attn Tax Dept Medford MA 02155 3006463198 false X www.tufts.edu X 1852 MA Education and Research 41 39 13151 0 2182698 0 356701854 341596825 902959538 938845352 173303517 58744799 178263 -96527 1433143172 1339090449 209521719 215359131 0 626827743 697679355 1884531 1826405 27834126 414338183 408136683 1252572176 1323001574 180570996 16088875 4549997073 4585938808 1291271782 1257130697 3258725291 3328808111 SEE SCHEDULE O false false 696774360 181670197 804705831 INSTRUCTION - DURING THE 2022-2023 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,648 UNDERGRADUATE, 1,804 GRADUATE, 573 PROFESSIONAL AND 204 CERTIFICATE. 326232573 33688934 127094389 RESEARCH -THERE WERE 1,138 GOVERNMENT AND 707 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2023. 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 27 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. 106038920 6535600 AUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2023 FISCAL YEAR THERE WERE 54 RESIDENCE HALLS HOUSING 4,079 STUDENTS. APPROXIMATELY 5,433 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. 1129045853 true true false true false false true true true true true false false true true false true true true true true true true true false false true true true true false false false false false false false false true true true true false false true true true true true false true X 2614 0 true 13151 true true true true HK KE SL SP UG UK UV CI CH ET FR GM GH false false false true true false false false false true false X 41 39 false false false false false false false true true false false true true true true true true true true false CA LA MA MS MT ND OK WV X Jonathan Pearsall Exec Director & University Controller 6176273816 80 George Street Medford MA 02155 Anthony P Monaco Trustee & University President - End Date 6/30/2023 60.0 1.0 X X 1073523 0 184272 Jeffrey M Moslow Trustee - Vice Chair 3.0 1.0 X X 0 0 0 Peter R Dolan Trustee - Chairman 3.0 0 X X 0 0 0 Ancy Verdier Trustee 3.0 0 X 0 0 0 Ankur A Sahu Trustee 3.0 0 X 0 0 0 Brian J McCarthy Trustee 3.0 0 X 0 0 0 Christopher J McKown Trustee 3.0 0 X 0 0 0 Cristiana Falcone Trustee 3.0 0 X 0 0 0 Daniel Zilberman Trustee - Start Date 11/5/2022 3.0 0 X 0 0 0 David A Chang Trustee - Start Date 11/5/2022 3.0 0 X 0 0 0 Diana V Lopez Trustee 3.0 0 X 0 0 0 Diane S Hessan Trustee - End Date 11/5/2022 3.0 0 X 0 0 0 Dina A Al-Tayeb Trustee 3.0 0 X 0 0 0 Doug Harris Trustee 3.0 0 X 0 0 0 Douglas Rachlin Trustee 3.0 0 X 0 0 0 E Michael Fung Trustee 3.0 0 X 0 0 0 Eileen A Aptman Trustee 3.0 0 X 0 0 0 Elizabeth Cochary Gross Trustee 3.0 0 X 0 0 0 Elyse A Newhouse Trustee 3.0 0 X 0 0 0 Janice B Moriarty Trustee 3.0 0 X 0 0 0 Jason P Epstein Trustee - Start Date 11/5/2022 3.0 0 X 0 0 0 John H deJong Trustee - End Date 11/5/2022 3.0 0 X 0 0 0 John R Ball Trustee 3.0 0 X 0 0 0 Jonathan M Pruzan Trustee 3.0 0 X 0 0 0 Kalahn Taylor-Clark Trustee 3.0 0 X 0 0 0 Katherine A Kaplan Trustee 3.0 0 X 0 0 0 Kenneth C Fan Trustee 3.0 0 X 0 0 0 Kristy Endo Trustee - Start Date 11/5/2022 3.0 0 X 0 0 0 Lisa S Anderson Trustee 3.0 0 X 0 0 0 Lisbeth A Tarlow Trustee 3.0 0 X 0 0 0 Lori Roth Trustee 3.0 0 X 0 0 0 Maria A Oquendo Trustee 3.0 0 X 0 0 0 Maria T Madison Trustee 3.0 0 X 0 0 0 Mariann A Youniss Trustee 3.0 0 X 0 0 0 Mark D Goodman Trustee 3.0 0 X 0 0 0 Michael S Gordon Trustee - End Date 11/5/2022 3.0 0 X 0 0 0 Neal B Shapiro Trustee 3.0 0 X 0 0 0 Peter H Kamin Trustee - End Date 11/5/2022 3.0 0 X 0 0 0 Peter M Fasolo Trustee 3.0 0 X 0 0 0 Rebecca J Neary Trustee 3.0 0 X 0 0 0 Robert R Gheewalla Trustee 3.0 0 X 0 0 0 Sam W Ho Trustee 3.0 0 X 0 0 0 Steven E Karol Trustee 3.0 0 X 0 0 0 Theodore R Tye Trustee 3.0 0 X 0 0 0 Vivek R Shah Trustee 3.0 0 X 0 0 0 Amartya Kumar Ray See Schedule O for Title 40.0 0 X 232697 0 32287 Barbara Stein VP Operations 40.0 0.3 X 354175 0 66624 Caroline Genco Provost and Senior Vice President Ad Interim 40.0 0.0 X 608307 0 61844 Christopher M Sedore VP - Information Technology, CIO 40.0 0 X 428203 0 63507 Elizabeth Mcclain Associate Treasurer 40.0 0.3 X 210026 0 75343 Eric C Johnson SVP - University Advancement 40.0 0 X 548036 0 62009 James M Hurley CFO, VP-Finance & Treasurer 40.0 3.0 X 475603 0 49135 Kim Ryan VP Human Resources 40.0 0.3 X 362592 0 62009 Mary R Jeka SVP - University Relations and General Counsel 40.0 0 X 536767 0 49235 Michael Rodman VP Communications & Marketing 40.0 0 X 256523 0 63269 Michael W Howard Executive VP 40.0 0.3 X 636338 0 68268 Paul J Tringale Secretary of Corporation 40.0 0 X 181608 0 175930 Sara M Judge VP Development 40.0 0 X 433563 0 48712 Alastair E Cribb Dean Cummings School 40.0 0 X 328218 0 62363 Daniel Jay Dean School for Graduate Biomedical Sciences End Date 6/30/2023 40.0 0 X 267281 0 38346 Helen W Boucher Dean of Medical School - Start Date 7/1/2022 40.0 0 X 678871 0 64684 James M Glaser Dean Arts & Sciences 40.0 0 X 433746 0 48509 Kyongbum Lee Dean of Engineering 40.0 0 X 349624 0 67082 Nadeem Karimbux Dean Dental School 40.0 0 X 440014 0 70046 Bhaskar Chakravorti Dean of Global Business 40.0 0 X 394616 0 64006 Craig W Smith Chief Investment Officer 40.0 5.0 X 543276 0 71716 Dariush Mozaffarian Dean Friedman School 40.0 0 X 415039 0 69343 Nadine Aubry Professor & Senior Advisor to Dean 40.0 0 X 771342 0 64751 Rachel E Kyte Dean Fletcher School 40.0 0 X 436730 0 38700 Deborah Blackie Interim VP Human Resources - End Date 7/20/2020 40.0 1.0 X 184608 0 31146 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 40.0 1.0 X 233639 0 25884 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 40.0 0 X 202455 0 31371 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 40.0 0 X 181576 0 30081 12198996 0 1840472 1494 true true false C&W Facility Services Inc 275 Grove St Ste 3-200 Auburndale MA 02466 Cleaning 14430658 Windover Construction Inc 66 Cherry Hill Dr Beverly MA 01915 Construction 13769043 Elaine Construction Co Inc 90 Wells Ave Newton MA 02459 Construction 7209112 2U INC 7900 HARKINS ROAD LANHAM MD 207061359 TECHNOLOGY SERVICES 6456589 Bowdoin Construction Corp 220-1 Reservoir St Needham Heights MA 02494 Construction 5069706 335 218180 219006610 122372035 7596186 341596825 INSTRUCTION 900099 804705831 804705831 CLINICAL AND OTHER EDUCATION 541900 127094389 127094389 AUXILLIARY ENTERPRISES 900099 7045132 6535600 509532 0 0 0 0 938845352 28652433 -558516 29210949 248657 248657 2275948 2469962 -194014 0 -194014 -194014 1694608333 1664515967 30092366 0 30092366 2231682 27860684 235650 218180 386820 -151170 -151170 0 0 0 0 0 1339090449 938335820 2182698 56975106 28417563 28417563 179918714 179918714 7022854 7022854 10253972 2867077 6816606 570289 906576 576222 330354 533169937 441037272 75777930 16354735 36693893 29710287 5808590 1175016 84437277 68415352 13060131 2961794 32217700 25767637 5423881 1026182 7681324 4126988 3549448 4888 573300 573300 593195 593195 1826405 1826405 1884909 1884909 62848293 44112102 18672828 63363 1878819 1776698 52620 49501 59637212 44261180 13546860 1829172 14878619 2764967 11996605 117047 2502788 2493414 9374 0 53607641 52384873 957877 264891 15773381 14135004 1213461 424916 6328699 4326658 1452679 549362 39842235 38933450 711913 196872 78199704 76416002 1397295 386407 BOOKS, PERIODICALS & MEDIA 13059602 12960275 79137 20190 SUBSIDIARY EXPENSE-TVETS 18330960 18330960 EQUIPMENT PURCHASES 16623244 14454419 2168825 GOODS AND SERVICES 9899614 9855966 31677 11971 3993144 3979919 12100 1125 1323001574 1129045853 166121595 27834126 74430193 33156313 121812482 124812112 56465966 49621664 0 0 0 0 40576973 40741910 2737508 2502750 5558968 8922255 2281056325 1086231942 1153170257 1194824383 390975656 467648733 2546677597 2509466112 27318427 24409359 130273046 129833217 4549997073 4585938808 192345419 174448577 46287567 49520709 956557707 941988110 6822262 6934550 0 0 89258827 84238751 1291271782 1257130697 1685744448 1693460897 1572980843 1635347214 3258725291 3328808111 4549997073 4585938808 X 16088875 43646459 10347486 X false true X true true true X 331631004 304378403 313433588 356701853 341596825 1647741673 0 0 0 0 331631004 304378403 313433588 356701853 341596825 1647741673 0 1647741673 19609307 15580535 19584652 23079018 31025868 108879380 0 0 0 0 0 0 0 0 0 0 0 0 1756621053 1646505022 0.9380 0.9434 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 593195 593195 593195 593195 1294574253 1343824835 1295167448 1344418030 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 457136 574059 582089 593195 2206479 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 255899 7085472 X X X X true false true X 2391304115 48398160 75023106 31059172 28108217 5609617 2449948375 2698529774 55810353 -271696170 29143211 57246300 4950331 2391304115 1937273772 135758727 724280771 28499308 64642354 5641834 2698529774 1909607240 35369988 50424668 24458128 27259879 6410117 1937273772 1893035025 32989320 60497350 23462024 47856371 5596060 1909607240 0.419 0.355 0.226 false false 80984143 80984143 1918249121 906538006 1011711115 281823061 179693936 102129125 1194824383 Other Investments 13304252 F Common Trust Equity Index Funds Private Equities 815014402 F Private Real Estate 150738049 F Funds Held Under Bond Agreements 380 F Private Natural Resources 139410828 F Private Credit 40866937 F Public Equity Domestic 461401843 F PUBLIC EQUITY FOREIGN 228133224 F PUBLIC EQUITY GLOBAL 156152039 F MARKETABLE ALTERNATIVES 504444158 F 2509466112 Interest Rate Agreements 28828482 Government Advances 13420159 Leasing Liability - Operating Leases 41990110 84238751 X 1221988283 43646457 -161989825 -118343368 1340331651 -1241202 -1241202 1339090449 1151905462 12402352 12402352 1139503110 183498464 183498464 1323001574 Schedule D, Part XI FINANCIAL STATEMENTS TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. Schedule D, Part III, Line 4 Collections of art - description of collections THE ART COLLECTIONS AT THE UNIVERSITY INCLUDE PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT TO USE WITHIN THE ORGANIZATIONS' INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement TRUSTEES OF TUFTS COLLEGE (THE 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. Schedule D, Part V, Line 4 Intended uses of endowment funds TRUSTEES OF TUFTS COLLEGE (THE UNIVERSITY) HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Tufts has analyzed the tax positions taken and has concluded that as of June 30, 2023, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Consolidated entities revenue - 17354886 Change in split interest agreement - 1556524 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc - 732878 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental expense netted with rental income - -2718730 Inter-departmental requisition revenue - 1864349 Fundraising expense netted with fundraising Income - -386821 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental expense netted with rental income - 2469962 Inter-departmental requisition revenue - 248768 Fundraising expense netted with Fundraising income - 386820 Consolidated entities expenses - 22514357 Cumulative effect of account change SFAS 158 - -1142101 Change in fair value of interest rate agreements - -12075454 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Consolidated entities expenses - 1864349 Tuition discount - XXX-XX-XXXX true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY TRUSTEES OF TUFTS COLLEGE ("THE UNIVERSITY") IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES AND STRIVES TO BUILD A COMMUNITY WHERE ALL PROSPECTIVE AND CURRENT STUDENTS, FACULTY AND STAFF RESPECT THE RIGHTS OF OTHERS. AS SUCH, THE UNIVERSITY MAINTAINS ITS NONDISCRIMINATORY POLICIES AND PROCEDURES ON ITS INTERNET HOME PAGE. THE UNIVERSITY HOMEPAGE: WWW.TUFTS.EDU, DISCLOSES AN EQUAL OPPORTUNITY AND NONDISCRIMINATION STATEMENT INCLUDING INSIGHTS ABOUT TUFTS' NONDISCRIMINATORY CULTURE. ALL VISITORS ARE ABLE VIEW THESE UPDATES AND ENHANCEMENTS JUST BY SCROLLING ON THE MAIN HOMEPAGE. THE HOMEPAGE FURTHER ALIGNS WITH THE RECENT IRS CHANGES AND MODIFICATIONS TO IRS REVENUE PROCEDURE 75-50, 1975-2 C.B.587, WHICH ALLOW SCHOOLS TO MAINTAIN AND MEET THE PUBLICITY REQUIREMENTS OF OUR RACIALLY NONDISCRIMINATORY POLICY USING TECHNOLOGY ADVANCES PURSUANT TO SECTION 4.03 OF IRS REV. PROC. 2019-22, I.R.B. 1260 Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT TRUSTEES OF TUFTS COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM MANY GOVERNMENT AGENCIES. DURING THE FISCAL YEAR, ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS; PELL GRANTS; SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS AND FEDERAL WORK STUDY FUNDS. ADDITIONALLY, STUDENTS CURRENTLY ENROLLED AT THE UNIVERSITY ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS AWARDS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA AND NASA. true Europe (Including Iceland and Greenland) 5 6 Program Services Study-Abroad Education Program 5576199 East Asia and the Pacific 3 2 Program Services Study-Abroad Education Program 583301 South America 1 0 Program Services Study-Abroad Education Program 293166 Sub-Saharan Africa 1 0 Program Services Study-Abroad Education Program 144667 Central America and the Caribbean 0 0 Grantmaking 34928 East Asia and the Pacific 0 0 Grantmaking 846581 Europe (Including Iceland and Greenland) 0 0 Grantmaking 835028 Middle East and North Africa 0 0 Grantmaking 689763 North America (Canada & Mexico only) 0 0 Grantmaking 110972 Russia and Neighboring States 0 0 Grantmaking 61326 South America 0 0 Grantmaking 139881 South Asia 0 0 Grantmaking 814342 Sub-Saharan Africa 0 0 Grantmaking 3490033 Central America and the Caribbean 0 0 Investments 755426000 Europe (Including Iceland and Greenland) 0 0 Investments 98737000 North America (Canada & Mexico only) 0 0 Investments 9575000 Sub-Saharan Africa 0 0 Investments 3300000 Central America and the Caribbean 0 0 Program Services Travel for Mission Related Activities 20969 East Asia and the Pacific 0 0 Program Services Travel for Mission Related Activities 88322 Europe (Including Iceland and Greenland) 0 0 Program Services Travel for Mission Related Activities 719863 Middle East and North Africa 0 0 Program Services Travel for Mission Related Activities 17121 North America (Canada & Mexico only) 0 0 Program Services Travel for Mission Related Activities 44924 Russia and Neighboring States 0 0 Program Services Travel for Mission Related Activities 12798 South America 0 0 Program Services Travel for Mission Related Activities 30896 South Asia 0 0 Program Services Travel for Mission Related Activities 25837 Sub-Saharan Africa 0 0 Program Services Travel for Mission Related Activities 106728 Central America and the Caribbean 0 0 Fundraising 537 East Asia and the Pacific 0 0 Fundraising 689 Europe (Including Iceland and Greenland) 0 0 Fundraising 11499 Middle East and North Africa 0 0 Fundraising 1451 North America (Canada & Mexico only) 0 0 Fundraising 1417 South America 0 0 Fundraising 70 Sub-Saharan Africa 0 0 Fundraising 596 10 8 0 0 10 8 877358187 4383717 881741904 Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 1864882 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 65319 WIRE TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 14100 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 72813 WIRE TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 342204 WIRE TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 116357 WIRE TRANSFER South Asia SUBCONTRACT RESEARCH GRANT 124808 WIRE TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 24611 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 37129 WIRE TRANSFER Middle East and North Africa SUBCONTRACT RESEARCH GRANT 549213 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 58930 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 177500 WIRE TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 319257 WIRE TRANSFER South Asia SUBCONTRACT RESEARCH GRANT 76635 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 159597 WIRE TRANSFER South America SUBCONTRACT RESEARCH GRANT 6854 ELECTRONIC FUNDS TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 26255 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 93000 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 86240 WIRE TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 14212 WIRE TRANSFER South Asia SUBCONTRACT RESEARCH GRANT 27560 WIRE TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 15153 WIRE TRANSFER Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 48500 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 53678 WIRE TRANSFER North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 51935 CHECK Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 82441 ELECTRONIC FUNDS TRANSFER Middle East and North Africa SUBCONTRACT RESEARCH GRANT 24206 CHECK East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 61994 WIRE TRANSFER South Asia SUBCONTRACT RESEARCH GRANT 106435 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 84296 WIRE TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 25347 ELECTRONIC FUNDS TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 270000 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 117067 WIRE TRANSFER Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 23225 WIRE TRANSFER South Asia SUBCONTRACT RESEARCH GRANT 25000 WIRE TRANSFER East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 24616 ELECTRONIC FUNDS TRANSFER 28 8 Fellowships Central America and the Caribbean 2 14750 ELECTRONIC FUNDS TRANSFER Fellowships East Asia and the Pacific 24 164601 ELECTRONIC FUNDS TRANSFER Fellowships Europe (Including Iceland and Greenland) 12 113089 ELECTRONIC FUNDS TRANSFER Fellowships Middle East and North Africa 13 50084 ELECTRONIC FUNDS TRANSFER Fellowships North America (Canada & Mexico only) 1 1000 ELECTRONIC FUNDS TRANSFER Fellowships Russia and Neighboring States 2 5250 ELECTRONIC FUNDS TRANSFER Fellowships South America 2 5150 ELECTRONIC FUNDS TRANSFER Fellowships South Asia 24 196845 ELECTRONIC FUNDS TRANSFER Fellowships Sub-Saharan Africa 11 177614 WIRE TRANSFER International Program Advances Sub-Saharan Africa 1 19382 WIRE TRANSFER Scholarships Central America and the Caribbean 10 19928 CHECK Scholarships East Asia and the Pacific 46 107211 ELECTRONIC FUNDS TRANSFER Scholarships Europe (Including Iceland and Greenland) 44 147787 CHECK Scholarships Middle East and North Africa 23 65810 CHECK Scholarships North America (Canada & Mexico only) 13 56538 CHECK Scholarships Russia and Neighboring States 12 51076 CHECK Scholarships South America 41 124062 CHECK Scholarships South Asia 45 227658 ELECTRONIC FUNDS TRANSFER Scholarships Sub-Saharan Africa 42 125479 CHECK Student Prizes Central America and the Caribbean 1 250 ELECTRONIC FUNDS TRANSFER Student Prizes East Asia and the Pacific 13 11640 ELECTRONIC FUNDS TRANSFER Student Prizes Europe (Including Iceland and Greenland) 9 15376 ELECTRONIC FUNDS TRANSFER Student Prizes Middle East and North Africa 1 450 ELECTRONIC FUNDS TRANSFER Student Prizes North America (Canada & Mexico only) 5 1500 ELECTRONIC FUNDS TRANSFER Student Prizes Russia and Neighboring States 1 5000 WIRE TRANSFER Student Prizes South America 3 3814 ELECTRONIC FUNDS TRANSFER Student Prizes South Asia 5 13700 ELECTRONIC FUNDS TRANSFER Student Stipends East Asia and the Pacific 3 405 ELECTRONIC FUNDS TRANSFER Student Stipends Europe (Including Iceland and Greenland) 1 2000 ELECTRONIC FUNDS TRANSFER Student Stipends South Asia 2 3450 ELECTRONIC FUNDS TRANSFER Student Stipends Sub-Saharan Africa 5 3880 WIRE TRANSFER Subcontract Research Grants South Asia 1 12251 WIRE TRANSFER true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of 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. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual X X X X X X X false 0 0 0 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY SMFA ART SALE 453830 218180 235650 482 17205 369133 0 0 453830 218180 235650 482 17205 369133 386820 -151170 true Accompany Doula Care Inc 69 Court St Newton MA 024581262 854386027 501(C)(3) 40654 SUBCONTRACT GRANT AWARD Action for Enterprise Inc 4600 Fairfax Dr Ste 304 Arlington VA 222031553 541600897 501(C)(3) 89285 SUBCONTRACT GRANT AWARD Arizona State University PO Box 876011 Tempe AZ 852876011 860196696 501(C)(3) 712237 SUBCONTRACT GRANT AWARD Auburn University Contracts Grants Accounting 208 M Auburn AL 368495110 270307838 501(C)(3) 50583 SUBCONTRACT GRANT AWARD Battelle Pacific Northwest Division PO Box 84391 Seattle WA 981245691 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GA 30303 900676388 501(C)(3) 130445 SUBCONTRACT GRANT AWARD Delta Health Center Inc 702 Martin Luther King St Mound Bayou MS 387629314 640443928 501(C)(3) 44426 SUBCONTRACT GRANT AWARD North Carolina Department of Health 5601 Six Forks Road Suite 1-A-5 Raleigh NC 276991914 562033116 501(C)(3) 48635 SUBCONTRACT GRANT AWARD Regents of University of Colorado PO Box 910238 Denver CO 802910238 846000555 501(C)(3) 99703 SUBCONTRACT GRANT AWARD Virginia State University PO Box 9415 Petersburg VA 23806 546001811 501(C)(3) 7655 SUBCONTRACT GRANT AWARD 1890 Universities Foundation 1220 L St NW Ste 1000 Washington DC 200054825 205683899 501(C)(3) 21748 SUBCONTRACT GRANT AWARD UEC 5500 University Pkwy San Bernardino CA 924072318 956067343 FOR PROFIT 12022 SUBCONTRACT GRANT AWARD Utah State University PO Box 35146 Seattle WA 981245146 876000528 501(C)(3) 15778 SUBCONTRACT GRANT AWARD 136 16 SCHOLARSHIPS 7106 176349157 FELLOWSHIPS 671 2455366 STUDENT & FACULTY PRIZES 609 634510 STUDENT STIPENDS 555 479682 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. X X X true true X X X X X false true false false false false false true true true Anthony P Monaco Trustee & University President - End Date 6/30/2023 960283 0 0 0 113240 0 38400 0 145872 0 1257795 0 0 0 Deborah T Kochevar Interim Provost & Sr VP - End Date 6/30/2019 231025 0 0 0 2614 0 25804 0 80 0 259523 0 0 0 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 201663 0 0 0 792 0 23121 0 8250 0 233826 0 0 0 Deborah Blackie Interim VP Human Resources - End Date 7/20/2020 181028 0 1530 0 2050 0 20280 0 10866 0 215754 0 0 0 Mary R Jeka SVP - University Relations and General Counsel 477090 0 0 0 59677 0 38400 0 10835 0 586002 0 0 0 Paul J Tringale Secretary of Corporation 180479 0 0 0 1129 0 21473 0 154457 0 357538 0 0 0 Eric C Johnson SVP - University Advancement 523707 0 0 0 24329 0 38400 0 23609 0 610045 0 0 0 Elizabeth Mcclain Associate Treasurer 209169 0 0 0 857 0 25079 0 50264 0 285369 0 0 0 Barbara Stein VP Operations 346575 0 0 0 7600 0 38400 0 28224 0 420799 0 0 0 Michael Rodman VP Communications & Marketing 235417 0 0 0 21106 0 32974 0 30295 0 319792 0 0 0 Michael W Howard Executive VP 612868 0 0 0 23470 0 38400 0 29868 0 704606 0 0 0 Sara M Judge VP Development 410149 0 0 0 23414 0 38400 0 10312 0 482275 0 0 0 James M Hurley CFO, VP-Finance & Treasurer 448969 0 0 0 26634 0 38400 0 10735 0 524738 0 0 0 Christopher M Sedore VP - Information Technology, CIO 406676 0 0 0 21527 0 38400 0 25107 0 491710 0 0 0 Kim Ryan VP Human Resources 352720 0 0 0 9872 0 38400 0 23609 0 424601 0 0 0 Amartya Kumar Ray See Schedule O for Title 232474 0 0 0 223 0 27895 0 4392 0 264984 0 0 0 Caroline Genco Provost and Senior Vice President Ad Interim 603840 0 0 0 4467 0 38400 0 23444 0 670151 0 0 0 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 179064 0 500 0 2012 0 19935 0 10146 0 211657 0 0 0 James M Glaser Dean Arts & Sciences 430701 0 0 0 3045 0 38400 0 10109 0 482255 0 0 0 Daniel Jay Dean School for Graduate Biomedical Sciences End Date 6/30/2023 250289 0 13990 0 3002 0 29631 0 8715 0 305627 0 0 0 Alastair E Cribb Dean Cummings School 325953 0 0 0 2265 0 38400 0 23963 0 390581 0 0 0 Nadeem Karimbux Dean Dental School 437971 0 0 0 2043 0 38400 0 31646 0 510060 0 0 0 Helen W Boucher Dean of Medical School - Start Date 7/1/2022 675579 0 0 0 3292 0 38400 0 26284 0 743555 0 0 0 Kyongbum Lee Dean of Engineering 348768 0 0 0 856 0 38400 0 28682 0 416706 0 0 0 Dariush Mozaffarian Dean Friedman School 413997 0 0 0 1042 0 38400 0 30943 0 484382 0 0 0 Nadine Aubry Professor & Senior Advisor to Dean 654870 0 0 0 116472 0 38400 0 26351 0 836093 0 0 0 Rachel E Kyte Dean Fletcher School 434782 0 0 0 1948 0 38400 0 300 0 475430 0 0 0 Craig W Smith Chief Investment Officer 483563 0 58909 0 804 0 41819 0 29897 0 614992 0 44328 0 Bhaskar Chakravorti Dean of Global Business 389426 0 0 0 5190 0 38400 0 25606 0 458622 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and 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 THE INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2022, ONE Current OFFICER, One Former Officer, AND ONE KEY EMPLOYEE RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES. Schedule J, Part I, Line 1a Housing allowance or residence for personal use AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. AS SUCH, THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES HOUSECLEANING AS A PERSONAL SERVICE TO THE PRESIDENT. The value of the services are included in taxable compensation and grossed up. THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT HAS BEEN TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CRAIG W. SMITH, CHIEF INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE WHICH ALLOWS FOR UP TO 100% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $58,909 IN 2022. THIS AMOUNT IS REPORTED IN PART II, COLUMN B(ii). THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING TWO YEARS WHICH ALLOW FOR 50% IN YEAR ONE AND 50% IN YEAR TWO . THE ACTUAL INCENTIVE PAYOUTS ARE MADE IN THE SECOND FISCAL QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AND THE AMOUNT PAID TO THIS INDIVIDUAL IS FURTHER EXPLAINED ON SCHEDULE J, PART I, LINE 7. Schedule J, Part I, Line 7 Non-fixed payments Certain individuals listed in Schedule J, Part II received NON-FIXED BONUS PAYMENTS FOR EXTRAORDINARY JOB PERFORMACE. THE amounts of such bonuses are shown on Schedule J, Part II, Column B(ii). One INVESTMENT OFFICE EMPLOYEE PARTICIPATED IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED a NON-FIXED PAYMENT FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THis AMOUNT is A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND is REPORTED IN SCHEDULE J, PART II, COLUMN B(II) Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception The PROVOST AND SENIOR VICE PRESIDENT, THE DEAN OF ENGINEERING, AND THE DEAN Of the MEDICAL SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS. A MHEFA Series N 042456011 57586CV36 2008-03-27 140600000 REFUND ISSUE DATED 08/05/2004 & 01/12/2006 false false false B MHEFA Series M 042456011 57586ejt9 2009-06-11 66548467 REFUND ISSUE DATED 04/01/1998 false false false C MHEFA SERIES G 042456011 57586EKD2 2009-07-01 27900000 REFUND ISSUES DATED 6/14/1995 & 6/07/2001 false false false D MDFA Series P 043431814 57583r7l3 2011-02-08 50532192 REFUND ISSUE DATED 04/03/2001 false false false A 35200000 0 140600000 0 0 0 600000 0 0 0 140000000 0 2008 true false true true B 27320000 0 66548467 0 0 0 538881 0 0 0 66009586 0 2009 true false true true C 3600000 27900000 27900000 2009 true false true true D 50532192 532192 50000000 2011 true false true true A false true true true true true 0.0 0.0 0.0 false false true B 0.0 C 0.0 D true 0.0 A false false true false true true DEUTSCHE BANK & BNY MELLON 10.0 true false false Deutsche Bank and Bank of America false true B false false true false false false false false true C false false true false true false false false true D false false true false true true BNY MELLON 25.0 false false false false true A true B true C true D true Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K & MULTIPLE SCHEDULES ARE ATTACHED Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. Schedule K, Part I, Column (b) CUSIP # MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW Schedule K, Part III Column (D) SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part III, Line 6 ALL SERIES WITH 0.0% WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD Schedule K, Part III COLUMNS (B) & (C) BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE ARE EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part II, Line 1 COLUMN (A) AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT. Schedule K, Part II, Line 2 COLUMN (A) AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT. Schedule K, Part II, Line 3 COLUMN (C) SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048 Schedule K, Part II, Line 1 COLUMN B ANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF MULTIPLE BONDS Schedule K, Part II, Line 10 COLUMN (C) SERIES R HAD FINAL SPEND-DOWN OF PROCEEDS ON PROJECTS Schedule K, Part II, Line 3 COLUMN C THE DIFFERENCE IN SERIES R PROCEEDS IS ATTRIBUTABLE TO INVESTMENT EARNINGS Schedule K, Part I MHEFA & MDFA MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY Schedule K, Part IV, Line 2c COLUMN A Issuer name: MDFA SERIES Q The calculation for computing no rebate due was performed on 08/02/2021 A MDFA SERIES Q 043431814 57583U4K1 2015-02-26 78544431 REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY true false false B MDFA SERIES (MASTER LEASE AGRMNT) 043431814 2015-03-17 28000000 CONSTRUCT FACILITY false false false C MDFA SERIES R 043431814 57584YNF2 2018-12-13 34000000 IMPROVEMENTS TO EXISTING BUILDINGS false false false A 8585000 2365000 78544431 728677 5700580 72115174 2016 false true true true B 18728366 28000000 66569 27933431 2016 false false true true C 34317229 384520 33932709 0 2019 false false true true A false true true true true true 0.0 0.0 0.0 false false true B false true false false 0.0 0.0 0.0 false false true C false true true true true true 0.0 0.0 0.0 false false true A false false false true false false false false true B false false true false true false false false true C false true false false true false false false true A true B true C true Steven Block Spouse of Current Trustee 316700 Employment false Robert Ferrin Spouse of Current Officer 96528 Employment false X 6 255899 Market value X 159 6486769 Market value X 1 50339 Market value X 6 79798 Market value X CONTRIBUTION PORTION FROM THE SMFA ART SALE 1 218180 Market value X Rental Reduction 1 260820 Market value X Music instruments 1 4999 Market value X Educational Materials 1 5000 Market value X Equipment 9 44461 Market value X Dinner Events and Meetings 3 20231 Market value X Credit Points 6 143767 Market value X Sport/Concert Tickets 4 25923 Market value 8 false true true Schedule M, Part I NON-CASH CONTRIBUTIONS THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL-YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE UNIVERSITY ADVANCEMENT OFFICE AND THE SCHOOL OF MUSEUM OF FINE ARTS (SMFA) MANAGED AN ANNUAL FUNDRAISING ART SALE EVENT DURING THE FISCAL-YEAR, 6/30/2023. IN ORDER TO CREATE A SEAMLESS PROCESS FOR LOGISTICS AND SALES TRANSACTIONS TWO SEPARATE SERVICE PROVIDERS WERE USED TO FACILITATE AND SHOWCASE VARIOUS PIECES OF ARTWORK DESIGNED BY LOCAL ARTISTS AND STUDENTS FROM SMFA. ARTCALL.ORG, WHICH IS AN ON-LINE SERVICE PLATFORM FOR ARTISTS, HELPED TO SUPPORT THE ARTWORK SUBMISSIONS AND ALSO SHOWCASED INDIVIDUAL WORKS OF ART. IN ADDITION, TO FACILITATE A SECURE ENVIRONMENT FOR ALL INDIVIDUAL SALES TRANSACTIONS AND PAYMENTS, AN ENTITY CALLED CLOVER NETWORK, INC., WAS UTILIZED AS A "POINT-OF-SALE" PLATFORM TO ACCEPT AND PROCESS CARD PAYMENTS THROUGH POINT-TO-POINT ENCRYPTED DEVICES. Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 3 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES. Form 990, Part III, Line 1 Tufts University is a student-centered research INSTITUTION dedicated to the creation and application of knowledge. With approximately 12,719 full-time students from 115 countries, we are committed to providing A transformative experience for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. 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 AMONGST 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. Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT, RISK AND COMPLIANCE COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT, RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ON ANY NECESSARY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES COMPREHENSIVE AND RELEVANT RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS TOWERS WATSON, AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY 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. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, THE UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER EQUITABLE COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE VICE PRESIDENT, AS WELL AS THE SENIOR VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, SENIOR VICE PRESIDENT FOR UNIVERSITY RELATIONS AND GENERAL COUNSEL, FOR THEIR DIRECT REPORTS WHO FALL INTO THESE CATEGORIES. Form 990, Part VI, Line 19 Required documents available to the public TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES AMARTYA KUMAR RAY - SERVES AS CHIEF OF STAFF AND SENIOR ADVISOR TO THE PRESIDENT; ASSISTANT SECRETARY OF THE CORPORATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Consolidated Entities Revenue - -5159471; Cumulative Effect of Accounting Change SFAS 158 - 1142101; Change in split Interest Agreement - 1556524; Change in fair value of interest rate agreements - 12075454; Investment in Tufts Shared Services, Inc. - 732878; TUDC LLC 80 GEORGE STREET Medford MA 02155 000897713 REAL ESTATE DEVELOPMENT MA 0 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 80 GEORGE STREET MEDFORD MA 02155 042103634 CONSUMER PUBLISHING & MEDIA DE 2743023 2410121 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 80 GEORGE STREET MEDFORD MA 02155 800754011 HEALTH AND WELLNESS SERVICES MA 0 0 TRUSTEES OF TUFTS COLLEGE TAS Operations LLC 149 New Sweden Road Woodstock CT 06281 042103634 Veterinary Services CT 2100083 0 Trustees of Tufts College Tufts Global UK Limited 981763554 Support 0 0 Trustees of Tufts College Route 741 Holdings LLC 4400 Easton Commons Way Suite 125 Columbus OH 43219 042103634 Real Estate Holding OH 0 0 Trustees of Tufts College OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 80 GEORGE STREET MEDFORD MA 02155 043828582 INVESTMENT IN POSITIVE SOCIETAL CHANGE MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP 14 Capen Street MEDFORD MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY (SEE ATTACHED) 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 80 GEORGE STREET MEDFORD MA 02155 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE true TUFTS GLOBAL INC 80 GEORGE STREET MEDFORD MA 02155 474543971 FOREIGN OPERATIONS SUPPORT ORGANIZATION MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true CIVIC EDUCATION FOUNDATION 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 Trustees of Tufts College true JM HOLDINGS INC 80 GEORGE STREET MEDFORD MA 02155 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation 24679 1 true PERPETUAL TRUSTS - (8) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUSTS - (25) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUSTS - (2) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false TUFTS UNIVERSITY CHARITABLE TRUST 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 516581922 SUPPORT HK TRUSTEES OF TUFTS COLLEGE Trust 29000 343663 1.00 true BRAINGATE INC 80 GEORGE STREET MEDFORD MA 02155 475489178 Patent Holdings MA TRUSTEES OF TUFTS COLLEGE C Corporation 90000 1 true true true true true false false false false false false true true true true true true true true true WALNUT HILL PROPERTIES CORP D 13348256 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 1692545 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 265812 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP S 1410492 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC C 500000 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC L 543595 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC Q 553137 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST A 282000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST L 831000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST Q 786000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST S 4986000 FAIR MARKET VALUE TUFTS SHARED SERVICES M 5911000 FAIR MARKET VALUE TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST L 1134349 FAIR MARKET VALUE TUFTS GLOBAL INC M 810893 FAIR MARKET VALUE Schedule R, Part IV, Column (a) TRUSTS THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN CALIFORNIA, MASSACHUSETTS, NEW JERSEY, PENNSYLVANIA, RHODE ISLAND, AND TEXAS. Schedule R, Part I, Column (c) DISREGARDED ENTITY TUFTS GLOBAL UK LIMITED - LEGAL DOMICILED COUNTRY is in UNITED KINGDOM (ENGLAND) Schedule R, Part II, Column (a) TUFTS VETERINARY TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC. Trustees of Tufts College 80 George Street Attn Tax Dept Medford MA 02155 042103634 X 0 593195 593195 1294574253 1295167448 1000000 250000 0 0 0 OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 80 GEORGE STREET ATTN TAX DEPT Medford MA 02155 043828582 0 0 0 1052838 1052838 180284 45071 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON STREET BOX 821 BOSTON MA 02111 237000827 0 0 0 25627025 25627025 1000000 250000 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 18370549 18370549 1000000 250000 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 3369724 3369724 318486 79622 0 0 0 TUFTS GLOBAL INC 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 474543971 0 0 0 830446 830446 149567 37392 0 0 0