2024-05-14T13:39:05+00:00 2023-06-30 990 2022-07-01 474543971 Tufts Global Inc TUFT 6176273816 80 George Street Attn Tax Dept Medford MA 02155 JAMES M HURLEY V.P FINANCE, CFO & TREASURER 2024-05-14 JAMES HURLEY 999009999 2022 2023-04-26 12:10:37Z JAMES M HURLEY 80 George Street Attn Tax Dept Medford MA 02155 810903 false X N/A X 2015 MA A RELATED ORGANIZATION CONDUCTING, SUPPORTING AND FACILITATING EDUCATIONAL AND RESEARCH ACTIVITIES ABROAD FOR TRUSTEES OF TUFTS COLLEGE 3 0 0 0 0 0 0 1269296 810893 10 10 0 1269306 810903 0 0 735369 560280 0 0 559492 270166 1294861 830446 -25555 -19543 160329 90464 97305 46983 63024 43481 THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES (WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE) BENEFITING, SUPPORTING, PERFORMING THE FUNCTIONS OF, AND CARRYING OUT THE PURPOSES OF THE TRUSTEES OF TUFTS COLLEGE, A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION. ADDITIONALLY, THE CORPORATION HAS BEEN FORMED FOR THE BENEFIT OF THE TRUSTEES OF TUFTS COLLEGE IN ORDER TO CONDUCT, SUPPORT AND FACILITATE EDUCATIONAL AND RESEARCH ACTIVITIES WITHIN AND OUTSIDE OF THE UNITED STATES AND TO RECEIVE GRANTS FROM ORGANIZATIONS, INCLUDING GOVERNMENT ORGANIZATIONS, LOCATED WITHIN AND OUTSIDE OF THE UNITED STATES. false false 830446 810893 TUFTS GLOBAL BACKGROUND: TUFTS GLOBAL, INC. (TGI) FUNCTIONS TO SUPPORT AN INTERNATIONAL INFRASTRUCTURE FOR THE BENEFIT OF ITS PARENT ENTITY AND SUPPORTED ORGANIZATION, TRUSTEES OF TUFTS COLLEGE (TUFTS). OPERATIONALLY, TGI CONTINUES TO FUNCTION AS AN AFFILIATE TO TUFTS AND HAS EXECUTED ON ITS MISSION-RELATED SERVICES FOR TUFTS FOREIGN US-AID GRANT ACTIVITIES. FROM A FINANCIAL PERSPECTIVE THE TGI FIELD LOCATIONS CONTINUE TO INCUR LOCAL, IN-COUNTRY GRANT-RELATED COSTS TO STAY OPERABLE IN THE COURSE OF THE SUPPORTIVE MISSION-RELATED ACTIVITIES. THIS RELATIONSHIP ALLOWS FOR INTERCOMPANY AFFILIATE CROSS-CHARGES FOR SUCH COSTS. DURING THE FISCAL YEAR THERE ARE ADMINISTRATIVE BILLINGS BY TGI FOR WHICH TUFTS CREATES REIMBURSEMENTS TO TGI FOR THESE LOCALLY INCURRED GRANT-RELATED COSTS. DURING FY23, FROM A LOCALITY AND FOOTPRINT PERSPECTIVE, TGI CONTINUED TO MAINTAIN TWO SEPARATE BUSINESS OFFICE REGISTRATIONS OUTSIDE OF THE UNITED STATES FOR THE BENEFIT OF TUFTS. THE FIRST OFFICE, WHICH CONTINUES TO BE LOCATED IN KAMPALA, UGANDA, OPERATES AS AN ACTIVE AND FULLY-FUNCTIONAL, ON-THE-GROUND OFFICE. A SECOND BUSINESS REGISTRATION IS CURRENTLY MAINTAINED AND RECOGNIZED WITHIN KENYA. UGANDA RESEARCH GRANT ACTIVITIES: THE KARAMOJA RESILIENCE SUPPORT UNIT II (KRSU II) IS A FIVE-YEAR PROGRAM FUNDED BY USAID/UGANDA, WITH CONTRIBUTIONS FROM THE EMBASSY OF IRELAND IN UGANDA, AND RUNS TO 2028. KRSU II IS MANAGED BY ACDI/VOCA AND IMPLEMENTED BY TUFTS UNIVERSITY. THE OVERALL GOAL OF THE PROGRAM IS TO INCREASE THE EFFECTIVENESS AND EFFICIENCY OF DEVELOPMENT ASSISTANCE IN THE KARAMOJA REGION. KRSU II EMPHASIZES THE USE OF EXISTING AND NEW EVIDENCE TO GUIDE POLICY AND PROGRAMMING IN KARAMOJA AND WORKS VERY CLOSELY WITH THE GOVERNMENT OF UGANDA (GOU) TO STRENGTHEN THEIR CAPACITY FOR COORDINATION. THE PROGRAM HAS THREE OBJECTIVES AS FOLLOWS: OBJECTIVE 1: TURN EVIDENCE INTO ACTION (50% LOE) KRSU II WILL GENERATE AND DISSEMINATE NEW EVIDENCE AS WELL AS REVIEW SIGNIFICANT BODIES OF EXISTING KARAMOJA RESEARCH, TO INFORM GOU, DONORS, PARTNERS, USAID, AND OTHER STAKEHOLDERS AND GUIDE THE DEVELOPMENT PLANNING AND DELIVERY IN KARAMOJA. OBJECTIVE 2. PROMOTE AND FOSTER COLLECTIVE ACTION (20% LOE) KRSU II WILL FACILITATE COORDINATION OF GOU AND DEVELOPMENT AND HUMANITARIAN PARTNERS. THIS INCLUDES BOTH NETWORKING SUPPORT FOR KARAMOJA-BASED AGENCIES AND STAFF AND IDENTIFYING AREAS FOR COLLECTIVE ACTION OR ACTIVELY SUPPORTING COLLABORATIONS. OBJECTIVE 3: IMPROVE GOU COORDINATION TO IMPLEMENT DEVELOPMENT PLANS (30% LOE) KRSU II WILL BROADEN SUPPORT TO THE MINISTRY OF KARAMOJA AFFAIRS (MFKA) TO BETTER COORDINATE WITH DISTRICT AND SUB-COUNTY LEADERSHIP TO OPERATIONALIZE THE KARAMOJA INTEGRATED DEVELOPMENT PLAN III (KIDP III), GUIDE INVESTMENTS, AND SHARE RESULTS. KRSU II WILL WORK TO ENHANCE THE GOU'S CAPACITY TO EFFECTIVELY COORDINATE THE IMPLEMENTATION AND TRACK PROGRESS OF THE KIDP III OR OTHER GOU POLICY AND STRATEGY THAT REPLACES THE KIDP III. DURING THE FY23 PROGRAM YEAR, THE KRSU II TEAM ACCOMPLISHED THE FOLLOWING: * KRSU II COMPLETED THE STUDY ON THE BARRIERS TO GIRLS' EDUCATION IN KARAMOJA DURING THE FIRST QUARTER * KRSU II COMPLETED A REAL TIME REVIEW OF THE 2022 HUMANITARIAN CRISIS RESPONSE IN KARAMOJA * KRSU II CONDUCTED A STUDY ON THE INDIGENOUS EARLY WARNING SYSTEM IN KARAMOJA * THE PROJECT HOSTED A NUMBER OF IMPLEMENTING PARTNERS (IPS) IN THEIR OFFICES AND GAVE BRIEFINGS ON CURRENT HUMANITARIAN AND DEVELOPMENT ISSUES IN KARAMOJA. a) THESE IPs INCLUDED WELT HINGER HILFE, MERCY CORPS, FOOD FOR THE HUNGRY, DANISH REFUGE COUNCIL, SAVE THE CHILDREN JAPAN, ABT ASSOCIATES, RTI INTERNATIONAL AND CHEMONICS INTERNATIONAL LTD. * THE KRSU II CHIEF OF PARTY PARTICIPATED AS A PANELIST IN A WEBINAR ORGANIZED BY FOOD FOR THE HUNGRY UGANDA. * KRSU II PARTICIPATED AS SPEAKERS AND PRESENTERS IN SEVERAL IP'S EVENTS INCLUDING: a) THE APOLOU/RCF LEARNING WORKSHOP b) THE LAUNCH OF THE USAID LOCAL PRIORITIES AND PARTNERSHIP ACTIVITY IN NOVEMBER 2022. c) THE ANTICIPATORY APPROACHES WORKSHOP ORGANIZED BY WFP IN NOVEMBER 2022. d) THE REGIONAL NUTRITION EMERGENCY REVIEW MEETING ORGANIZED BY THE MINISTRY OF HEALTH AND THE HEALTH AND NUTRITION WORKING GROUP IN DEC 2022 * A STUDY WAS COMPLETED ON THE INDIGENOUS EARLY WARNING SYSTEM IN KARAMOJA. A FINAL REPORT WAS PUBLISHED AND DISSEMINATED * IN COLLABORATION WITH THE WFP -PROACT THE PROJECT FACILITATED A WRITE-SHOP FOR LOCAL GOVERNMENT REPRESENTATIVES FROM THE 9 DISTRICTS OF KARAMOJA TO DEVELOP THE FINAL DRAFT OF THE KARAMOJA RESILIENCE STRATEGY * THE PROJECT COMPLETED THE PREPARATION FOR A "TRAINING ON TRAINERS" ON LIVESTOCK EMERGENCY GUIDELINES AND STANDARDS (LEGS). * A PRESENTATION WAS MADE ON THE FUTURE OF PASTORALISM IN AFRICA AND IN KARAMOJA * KRSU-II MADE A PRESENTATION TO THE KDPG ON THE FUTURES OF PASTORAL AND AGRO-PASTORAL SYSTEMS IN AFRICA AND SPECIFICALLY IN KARAMOJA. * THE PROJECT HOSTED A FEW IMPLEMENTING PARTNERS (IPS) IN THEIR OFFICES AND GAVE BRIEFINGS ON CURRENT HUMANITARIAN AND DEVELOPMENT ISSUES IN KARAMOJA. * THE KRSU II TEAM PROVIDED AN OVERVIEW AND PROGRESS ON THE KRSU II ACTIVITY TO THE OFFICE DIRECTOR AND DEPUTY OFFICE DIRECTORS OF THE USAID UGANDA ECONOMIC GROWTH OFFICE. * THE KRSU II TEAM BRIEFED A TEAM OF AGRICULTURE EXPERTS FROM THE ROYAL NETHERLANDS EMBASSY ON THE POTENTIAL OF SMALLHOLDER AGRICULTURE AND LIVESTOCK DEVELOPMENT IN KARAMOJA. KENYA RESEARCH GRANT ACTIVITIES: THE RESEARCH GRANT IN KENYA CONTINUED ITS MISSION WORK WITH THE OBJECTIVE OF PROVIDING SUPPORT TO NAWIRI PARTNERS IN VARIOUS FUNCTIONS BY ASSISTING WITH THE CONTINUATION OF THREE PILOT PROGRAMS. 1. INTEGRATED MANAGEMENT OF ACUTE MALNUTRITION (IMAM) SURGE; 2. GRADUATION PILOT; AND 3. TRIALS OF IMPROVED PRACTICES (TIPS) ON TRADITION PRESERVATION TECHNIQUES. INITIAL ACCOMPLISHMENTS INCLUDED: SECURING RELEVANT APPROVALS FROM THE TUFTS AND AMREF INSTITUTIONAL REVIEW BOARD SO WORK COULD CONTINUE, COMPLETION OF RECRUITMENT, TRAINING AND REFRESHER COURSES FOR THE QUANTITATIVE FIELD TEAM. AFTER, THE LS ANNUAL SURVEY WAS COMPLETED BASED ON AN EXPANDED ANNUAL QUESTIONNAIRE WHICH THEN EXPANDED THE LS QUANTITATIVE SAMPLE SIZE IN RESPONSE TO BHA REQUESTS WHICH LED TO CONDUCTING A SCOPING AND DESIGN EXERCISE AT FIELD LEVEL TO SELECT NEW SITES IN LOIYANGALANI. ALSO, DURING FY23, A FINAL NAWIRI YEAR 1 QUANTITATIVE LONGITUDINAL STUDY REPORT LED BY ANASTASIA MARSHAK AND AYANE EZAKI AND CO-AUTHORED BY THE TUFTS AND KU TEAMS WAS PRODUCED. IN ADDITION, THE QUALITATIVE RESEARCH TEAM ALSO COMPLETED FOUR ROUNDS OF QUALITATIVE DATA COLLECTION. EACH ROUND OF QUALITATIVE DATA COLLECTION BUILDS ON THE PREVIOUS ROUNDS BY ADDRESSING GAPS IDENTIFIED FOR EACH SITE, IDENTIFYING AND INVESTIGATING FURTHER KEY QUESTIONS, REPORTING PRELIMINARY FINDINGS ON THE HISTORICAL, ECONOMIC, AND SOCIOPOLITICAL CONDITIONS IN THE STUDY AREAS, AND EXAMINING THE LINKAGES BETWEEN THESE AND MALNUTRITION. LATER, A STRATEGY FOR RESEARCH UPTAKE AND INSTITUTIONALIZATION OF THE LONGITUDINAL STUDY WAS DEVELOPED AND APPROVED BY USAID BHA. FOLLOWED BY A COMPLETED FINAL REPORT FROM THE LS QUALITATIVE/SCOPING STUDY, CO-AUTHORED BY PADMINI IYER, ACHIBA GARGULE AND ELIZABETH STITES. OTHER ACHIEVEMENTS INCLUDED PARTICIPATION IN ACTIVE CONTINUOUS COMMUNITY ENGAGEMENT, WITH VARIOUS KEY STAKEHOLDERS AT THE COUNTY, SUB-COUNTY, AND WARD LEVELS. THE ENGAGEMENT HAS INVOLVED THE SENSITIZATION OF THE STUDY, VALIDATION, AND LAYING THE FOUNDATION FOR RESEARCH FINDING UPTAKE AND DISSEMINATION. THE TEAM ALSO, MADE FORMAL PRESENTATIONS AT VARIOUS LOCAL WORKSHOPS IN ADDITION TO CONDUCTING A DATA ANALYSIS WORKSHOP WITH TEAMS FROM TUFTS UNIVERSITY, CRS AND KENYATTA UNIVERSITY. THE OBJECTIVES WERE TO; IDENTIFY KNOWLEDGE GAPS, DEVELOP PLANS FOR THE INTEGRATION OF QUALITATIVE AND QUANTITATIVE DATA INTO VARIOUS LEARNING OUTPUTS TAILORED TO DIFFERENT STAKEHOLDERS, AND DEVELOP PLANS FOR LEARNING AND UPTAKE. LASTLY, DURING FY23, THE TEAM DEVELOPED OUTLINES FOR A LEARNING BRIEF SERIES THEN PRODUCED THE FIRST DRAFT OF THE MOBILITY LEARNING BRIEF LED BY ELIZABETH STITES AND CO-AUTHORED BY ACHIBA GARGULE AND HELEN YOUNG. THE TEAM ALSO LED DISCUSSIONS ON THE WATER QUALITY ANALYSIS STUDY: WITH THE WASH AND ENVIRONMENTAL SAFEGUARDS TEAMS, RESULTING IN COLLABORATION WITH CONCERN AND ISIOLO WATER AND SEWERAGE COMPANY. IN ADDITION, THE TEAM DEVELOPED JUSTIFICATION AND PROTOCOL RE THE SITTING HEIGHT MEASUREMENTS, INCLUDING DETAILED SPECIFICATIONS FOR A LOCALLY PRODUCIBLE SITTING HEIGHT BOX. FINALLY, THE TEAM COLLABORATED WITH THE CRS STRATEGIC LEARNING AND SYSTEM STRENGTHENING TEAMS, FIELD OFFICES, MEAL, AND ICT TEAMS TO CREATE A STAKEHOLDER DATABASE FOR COMMUNICATIONS. THEN, THEY PREPARED A LEARNING BRIEF AND FINALIZED THE REPORT FOR THE PARTICIPATORY EPIDEMIOLOGY (PE) STUDY IN ILLERET. 830446 true false false false false false false false false true false false false true false false true false true true false false false false false false false false true false false false false false false false false false false false false false true false false true X 0 0 0 false true UG false false false false false false false false false false X 3 0 false false false false true true true true true false true true true true true true true true false false false MA X Jonathan Pearsall Exec Director & University Controller 6176273816 80 George Street Attn Tax Dept Medford MA 02155 James M Hurley CFO,VP-Finance & Treasurer 0.3 40.0 X X 0 475603 49135 John J Sanchez CLERK & DIRECTOR 0.3 40.0 X X 0 158870 42534 Michael W Howard Executive VP 0.3 40.0 X X 0 636338 68268 Akiyo Fujii Deputy General Counsel Bus Affairs 0.3 40.0 X 0 252984 30514 Barbara Stein VP Operations 0.3 40.0 X 0 354175 66624 Claudia Jackson Sr Director Tufts Support Services 0.3 40.0 X 0 186234 48459 Edward Mahoney Senior Director of Accounting & Associate Controller - Start Date 7/21/2022 0.3 40.0 X 0 208468 53386 Elizabeth Mcclain Associate Treasurer 0.3 40.0 X 0 210026 75343 Jonathan Pearsall University Controller - Start Date 1/6/2023 0.3 40.0 X 0 106353 10698 Kim Ryan VP - Human Resources 0.3 40.0 X 0 362592 62009 Nisreen Bagasra Chief Procurement Officer - Start Date 7/21/2022 0.3 40.0 X 0 255651 61826 Deborah Blackie Interim VP - Human Resources End Date 7/20/2020 0.3 40.0 X 0 184608 31146 James Walsh University Controller-End Date 4/6/2022 0.3 40.0 X 0 136471 20020 0 3528373 619962 0 true true true 0 0 AFFILIATE SERVICE FEE 900099 810893 810893 0 0 0 0 810893 10 10 0 0 0 0 0 0 0 0 0 810903 810893 0 10 X 444800 444800 89891 89891 25589 25589 155375 155375 0 0 9998 9998 22964 22964 59802 59802 2474 2474 19553 19553 0 0 0 0 830446 830446 0 0 92496 42184 0 0 0 0 218015 169735 67833 48280 0 0 0 0 160329 90464 0 0 97305 46983 97305 46983 63024 43481 63024 43481 160329 90464 -19543 0 0 0 0 0 X false true X true false X X 1 TRUSTEES OF TUFTS COLLEGE 042103634 2 true 0 810893 1 0 810893 true false false false false false false false false false false false false false false true false Schedule A, Part I LINE 11(G)(VI) - AMOUNT OF MONETARY SUPPORT AS A SUPPORTING ORGANIZATION FOR TRUSTEES OF TUFTS COLLEGE (TUFTS), TUFTS GLOBAL, INC. (TGI) PROVIDED TUFTS WITH NON-MONETARY SUPPORT AND SERVICES WHICH INCLUDED REGISTERING TO DO BUSINESS AND FACILITATED ALL ADMINISTRATIVE FUNCTIONS REQUIRED FOR A LOCAL RESEARCH OFFICE TO BE MAINTAINED WITHIN FOREIGN COUNTRIES. THIS RELATIONSHIP ALLOWS FOR THE COMPLETION OF CERTAIN TASKS THAT WERE REQUIRED ON-THE-GROUND AND WITHIN THE DESIGNATED RESEARCH AREAS. ALSO, WHILE REGISTERED ABROAD, TGI PROVIDED ENGAGEMENT TO VARIOUS INDEPENDENT CONTRACTORS AND CONSULTANTS IN ORDER TO EDUCATE AND WORK WITH CERTAIN GOVERNMENT AGENCIES AND TO MEET SPECIFIC RESEARCH DELIVERABLES RELATED DIRECTLY TO ITS SUPPORTED ORGANIZATION, TRUSTEES OF TUFTS COLLEGE. 218015 169735 48280 48280 INTERCO - TUFTS - AFFILIATE PAYABLE 46983 46983 Sub-Saharan Africa 1 7 Program Services SALARIES AND WAGES FOR NON-US EMPLOYEES 444800 Sub-Saharan Africa 0 0 Program Services BENEFITS and PAYROLL TAXES PAID FOR NON-US EMPLOYEES 115480 Sub-Saharan Africa 0 0 Program Services PROFESSIONAL SERVICES FOR MISSION RELATED ACTIVITIES 155202 Sub-Saharan Africa 0 0 Program Services OFFICE EXPENSES FOR MISSION RELATED ACTIVITIES 9998 Sub-Saharan Africa 0 0 Program Services OCCUPANCY EXPENSES FOR MISSION RELATED ACTIVITIES 22964 Sub-Saharan Africa 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 59802 Sub-Saharan Africa 0 0 Program Services Conferences, Conventions, Meetings -Program 2474 Sub-Saharan Africa 0 0 Program Services Books 173 1 7 0 0 1 7 810893 0 810893 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Accrual false false false John J Sanchez CLERK & DIRECTOR 0 158253 0 0 0 617 0 17938 0 24596 0 201404 0 0 Michael W Howard Executive VP 0 612868 0 0 0 23470 0 38400 0 29868 0 704606 0 0 James M Hurley CFO,VP-Finance & Treasurer 0 448969 0 0 0 26634 0 38400 0 10735 0 524738 0 0 James Walsh University Controller-End Date 4/6/2022 0 86424 0 0 0 50047 0 11357 0 8663 0 156491 0 0 Deborah Blackie Interim VP - Human Resources End Date 7/20/2020 0 181028 0 1530 0 2050 0 20280 0 10866 0 215754 0 0 Elizabeth Mcclain Associate Treasurer 0 209169 0 0 0 857 0 25079 0 50264 0 285369 0 0 Barbara Stein VP Operations 0 346575 0 0 0 7600 0 38400 0 28224 0 420799 0 0 Akiyo Fujii Deputy General Counsel Bus Affairs 0 251246 0 142 0 1596 0 30337 0 177 0 283498 0 0 Claudia Jackson Sr Director Tufts Support Services 0 170954 0 0 0 15280 0 1809 0 46650 0 234693 0 0 Kim Ryan VP - Human Resources 0 352720 0 0 0 9872 0 38400 0 23609 0 424601 0 0 Edward Mahoney Senior Director of Accounting & Associate Controller - Start Date 7/21/2022 0 208005 0 0 0 463 0 25440 0 27946 0 261854 0 0 Nisreen Bagasra Chief Procurement Officer - Start Date 7/21/2022 0 255038 0 0 0 613 0 33391 0 28435 0 317477 0 0 Schedule J, Part II COLUMNS A-F TUFTS GLOBAL, INC. DOES NOT HAVE ITS OWN EMPLOYEES. AS A RESULT, ALL DISCLOSED INDIVIDUALS ON SCHEDULE J ARE PAID EMPLOYEES OF ITS PARENT COMPANY, TRUSTEES OF TUFTS COLLEGE, OF WHICH TUFTS GLOBAL, INC. PROVIDES SUPPORT FOR FOREIGN RESEARCH GRANT ACTIVITIES. Form 990, Part V, Line 2a Other IRS Filings and Tax Compliance TUFTS GLOBAL, INC. (TGI) DOES NOT HAVE ANY U.S. BASED EMPLOYEES. THEREFORE, THERE ARE NO IRS PAYROLL FORMS OR FILING REQUIREMENTS. ALL PAYROLL COSTS FOUND IN PART IX (LINES 7, 9 & 10) REPRESENT LOCALLY-EMPLOYED UGANDAN EMPLOYEE EXPENSES AS WELL AS LABOR & BENEFIT COSTS CROSS-CHARGED TO GRANTS BY TRUSTEES OF TUFTS COLLEGE (TUFTS), WHICH IS THE RELATED PARENT COMPANY OF TGI. Form 990, Part VI, Line 2 Business Relationships Michael W. Howard, James M. Hurley, Kim Ryan, Deborah Blackie, Elizabeth McClain and Barbara Stein are current or interim officers of Trustees of Tufts College, a related and supported organization. All officers and directors are employees of Trustees of Tufts College. Form 990, Part VI, Line 6 Classes of members or stockholders Trustees of Tufts College, a Massachusetts non-profit corporation is the sole member of Tufts Global, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Trustees of Tufts College as a sole member of Tufts Global, Inc. had the power to elect or appoint one or more members of the governing body. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Trustees of Tufts College, as a sole member of Tufts Global, Inc. may make, amend or repeal the By-laws of the corporation in whole or in part. Form 990, Part VI, Line 11b Review of form 990 by governing body THE TRUSTEES OF TUFTS COLLEGE'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED. Form 990, Part VI, Line 12c Conflict of interest policy TUFTS GLOBAL, INC., BEING A RELATED ORGANIZATION OF TRUSTEES OF TUFTS COLLEGE, ADHERES TO THE SAME COMPLIANCE POLICY FOR DISCLOSURES REGARDING CONFLICTS OF INTEREST. AS PART OF THE TUFTS GLOBAL, INC. GOVERNING BODY, TWO OF THE THREE DIRECTORS AND THE VICE PRESIDENT of HUMAN RESOURCES, VICE PRESIDENT of OPERATIONS AND ASSOCIATE TREASURER ARE EITHER MEMBERS OF TRUSTEES OF TUFTS COLLEGE GOVERNING BODY OR OFFICERS AND WERE PROVIDED WITH AN ELECTRONIC ANNUAL DISCLOSURE QUESTIONNAIRE FORM AFTER YEAR-END WHICH IS USED TO REVEAL CONFLICTS OF INTEREST FOR OFFICERS, HIGHLY COMPENSATED EMPLOYEES, KEY EMPLOYEES AND GOVERNING BOARD MEMBERS. AFTER READING THE CONFLICT OF INTEREST POLICY, EACH MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS THAT MAY EXIST WITH THE ORGANIZATION OR A RELATED ORGANIZATION IN A STATEMENT THAT IS ELECTRONICALLY SIGNED AND DATED. ADDITIONALLY, FOR ALL OTHER REMAINING DISCLOSABLE PERSONS, INCLUDING THE CLERK AND ASSISTANT CLERK, THE SAME REQUEST FOR CONFLICTS OF INTEREST DISCLOSURES WERE MADE PRIOR TO THE FILING OF THE FORM 990. LASTLY, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, VIA THE EXECUTIVE VP OR SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY 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 19 Required documents available to the public TUFTS GLOBAL, INC. MAKES ITS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE COMPANY'S CONFLICT OF INTEREST AND BUSINESS CONDUCT POLICIES ARE AVAILABLE UPON REQUEST BY CONTACTING, VIA EMAIL THE OFFICE OF UNIVERSITY COUNSEL, ASSOCIATE GENERAL COUNSEL SHAWNA YEN AT Shawna.Yen@tufts.edu Form 990, Part VII, Section A, Line 1a, Column (E) COMPENSATION FROM RELATED ORGANIZATIONS A) TRUSTEE'S NAME: JAMES M. HURLEY B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JAMES M. HURLEY, VP FINANCE & TREASURER - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HE ALSO SERVES AS THE CHIEF FINANCIAL OFFICER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: BARBARA STEIN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: BARBARA STEIN IS THE VP OF OPERATIONS. SHE SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE'S NAME: MICHAEL W. HOWARD B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: MICHAEL W. HOWARD, EXECUTIVE VP - AS EXECUTIVE VICE PRESIDENT OF TRUSTEES OF TUFTS COLLEGE (TUFTS), HE IS RESPONSIBLE FOR ALL ASPECTS OF TUFTS' FINANCIAL OPERATIONS AS WELL AS HUMAN RESOURCES, FACILITIES MANAGEMENT, REAL ESTATE, INFORMATION TECHNOLOGY, DINING SERVICES, INTERNAL AUDIT, RISK MANAGEMENT AND PUBLIC SAFETY. HE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: AKIYO FUJII B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: AKIYO FUJII, DEPUTY GENERAL COUNSEL BUS AFFAIRS, WORKS FULL TIME ON THE DAILY LEGAL OPERATIONS FOR THE TRUSTEES OF TUFTS COLLEGE AND ITS RELATED ENTITIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: KIM RYAN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: KIM RYAN, VP HUMAN RESOURCES - SHE SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: ELIZABETH MCCLAIN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: ELIZABETH MCCLAIN, ASSOCIATE TREASURER, SHE MANAGES THE TREASURY FUNCTION AND SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: CLAUDIA JACKSON B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: CLAUDIA JACKSON, SR DIRECTOR TUFTS SUPPORT SERVICES, SHE MANAGES & SUPPORTS CUSTOMER SERVICE ACTIVITIES WITHIN TUFTS SUPPORT SERVICES FOR TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE NAME: JOHN SANCHEZ B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JOHN SANCHEZ, CLERK & DIRECTOR, WORKS FULL TIME ON THE DAILY TAX COMPLIANCE OPERATIONS FOR THE TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. HE ALSO SERVES AS THE TRUSTEES OF TUFTS COLLEGE TAX DIRECTOR AND IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE'S NAME: DEBORAH BLACKIE B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: DEBORAH BLACKIE, HUMAN RESOURCES DIRECTOR - END DATE 07/20/2020, IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. SHE ALSO SERVED AS THE TRUSTEES OF TUFTS COLLEGE INTERIM VP HUMAN RESOURCES AS WELL AS A COMPENSATION SPECIALIST AND WAS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: JONATHAN PEARSALL B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JONATHAN PEARSALL, EXEC. DIRECTOR & UNIVERSITY CONTROLLER - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HE ALSO SERVES AS THE UNIVERSITY CONTROLLER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: ED MAHONEY B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: ED MAHONEY, ACCOUNTING DIRECTOR - START DATE 7/21/2022 - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. WHERE HE ALSO SERVES AS THE SENIOR DIRECTOR OF ACCOUNTING & ASSOCIATE CONTROLLER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: JAMES WALSH B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JAMES WALSH, FORMER UNIVERSITY CONTROLLER - END DATE 04/06/2022, WAS A FULL TIME EMPLOYEE THAT WORKED ON THE DAILY FINANCE AND ACCOUNTING OPERATIONS OF TRUSTEES OF TUFTS COLLEGE AND ITS RELATED ENTITIES. HE WAS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: NISREEN BAGASRA B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: NISREEN BAGASRA, CHIEF PROCUREMENT OFFICER IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE WHERE SHE MANAGES & SUPPORTS ALL PROCUREMENT ACTIVITIES WITHIN TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. Form 990, Part IX, Line 11g Other Fees Other Professional Services - Total Expense: 155202, Program Service Expense: 155202, Management and General Expenses: , Fundraising Expenses: ; Books - Total Expense: 173, Program Service Expense: 173, Management and General Expenses: , Fundraising Expenses: ; TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 042103634 EDUCATION MA 501(c)(3) 2 NA false 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 false WALNUT HILL PROPERTIES CORP 47 WINTHROP ST Medford MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE false TUFTS SHARED SERVICE 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 false 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 false TUFTS UNIVERSITY POST-RETIREMENT PLAN 80 GEORGE STREET MEDFORD MA 02155 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE false CIVIC EDUCATION FOUNDATION 80 GEORGE STREET MEDFORD MA 02155 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE false JM HOLDINGS INC 80 GEORGE STREET MEDFORD MA 02155 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation false PERPETUAL TRUSTS - (8) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUST - (25) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUST - (2) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false TUFTS UNIVERSITY CHARITABLE TRUST C/O TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 516581922 SUPPORT HK TRUSTEES OF TUFTS COLLEGE Trust false BRAINGATE INC 80 GEORGE STREET MEDFORD MA 02155 475489178 PATENT HOLDINGS MA TRUSTEES OF TUFTS COLLEGE C Corporation false false false false false false false false false false false false true false true true false true false true Schedule R, Part IV, Column (c) 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 II, Column (a) TUFTS VETERINARY TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC.