2024-05-15T10:52:51-05:00 2023-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2022-07-01 042103547 Trustees of Boston University % NICOLE TIRELLA TRUS 6173532290 881 COMMONWEALTH AVE 4TH FL BOSTON MA 022151303 NICOLE TIRELLA SVP, CFO,& TREASURER 6173532290 2024-05-13 true NICOLE TIRELLA 999009999 SHYAMALEE JOSEPH P01085371 6179881000 2024-05-11 2 2022 2023-04-26 12:10:37Z KENNETH W FREEMAN INT PRES ONE SILBER WAY BOSTON MA 02215 5995186676 false X http://www.bu.edu X 1869 MA SEE SCHEDULE O 34 32 28323 59 26427720 0 752663973 838648817 2179366772 2315011757 157220154 125603011 40401384 31645471 3129652283 3310909056 819584587 821349638 0 0 1333460319 1422252179 202829 563534 38479356 685016911 762275546 2838264646 3006440897 291387637 304468159 8017718487 8318947751 2780508625 2667349409 5237209862 5651598342 X SEE SCHEDULE O false false 1792251611 677856291 1936299682 SEE SCHEDULE O 420977257 143493347 24105745 RESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY. 340724723 354606330 AUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF AND ALUMNI. 178479960 Other Program Services 178479960 2732433551 true true false true false false false true false true true true false false true true false true true true true true true true true false false true true true true true false false false false true false false true true true true false false true true true true false true X 40475 0 true 28323 true true true true AS BE EI FR GM IT SP SZ UK false false false true true true 1 false false true false true false X 34 32 false false false false false false false true true false false true true true true true true true true true true AK CA HI KY MD MA MI NV NH NY ND OR SC X X NICOLE TIRELLA 6173532290 881 COMMONWEALTH AVENUE 4TH FLOOR BOSTON MA 022151303 X ROBERT A BROWN PRESIDENT 55.0 1.0 X X 2075207 0 543610 TONY TANNOURY PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1806821 144411 XINNING LI PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1426956 55084 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 55.0 0.0 X 1347173 0 63720 JEAN MORRISON UNIVERSITY PROVOST 55.0 0.0 X 1054028 0 328676 CLARISSA C HUNNEWELL CIO, ASSISTANT TREASURER 55.0 0.0 X 1295975 0 44488 WILLIAM CREEVY PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1158958 64195 KAREN H ANTMAN MD MEDICAL CAMPUS PROVOST 55.0 4.0 X 1011766 0 35869 GARY W NICKSA SR VP, CFO, TREASURER 55.0 1.0 X 709561 0 64654 ERIKA GEETTER SR VP, GEN COUNSEL, SECRETARY 55.0 0.0 X 695538 0 38020 DEREK HOWE SR VP OPS, ASSISTANT TREASURER 55.0 1.0 X 534372 0 55758 KIMBERLY AS HOWARD TRUSTEE, ASSOCIATE PROFESSOR 55.0 0.0 X 154069 0 18164 EILEEN O'KEEFE FORMER TRUSTEE, PROFESSOR 55.0 0.0 X 127324 0 35946 MAUREEN ALPHONSE-CHARLES TRUSTEE 3.0 0.0 X 0 0 0 WILLIAM D BLOOM TRUSTEE (UNTIL 1/1/23) 3.0 0.0 X 0 0 0 CASSANDRA M CLAY TRUSTEE 3.0 0.0 X 0 0 0 CYNTHIA R COHEN TRUSTEE 3.0 0.0 X 0 0 0 SHAMIM A DAHOD TRUSTEE 3.0 0.0 X 0 0 0 NATHANIEL DALTON TRUSTEE 3.0 0.0 X 0 0 0 SUDARSHANA DEVADHAR TRUSTEE (UNTIL 12/31/22) 3.0 0.0 X 0 0 0 AHMASS L FAKAHANY TRUSTEE 3.0 0.0 X 0 0 0 KENNETH J FELD TRUSTEE (UNTIL 9/29/22) 3.0 0.0 X 0 0 0 MAURICE R FERR TRUSTEE 3.0 0.0 X 0 0 0 SANDRA A FRAZIER TRUSTEE 3.0 0.0 X 0 0 0 MICHAEL D FRICKLAS TRUSTEE 3.0 0.0 X 0 0 0 RYAN K ROTH GALLO TRUSTEE 3.0 0.0 X 0 0 0 RICHARD C GODFREY TRUSTEE (AS OF 9/29/22) 3.0 0.0 X 0 0 0 CAROLYN HESSLER-RADELET TRUSTEE (AS OF 9/29/22) 3.0 0.0 X 0 0 0 STEPHEN R KARP TRUSTEE (UNTIL 9/29/22) 3.0 0.0 X 0 0 0 RAJEN A KILACHAND TRUSTEE 3.0 0.0 X 0 0 0 RANCH C KIMBALL TRUSTEE 3.0 0.0 X 0 0 0 ROBERT A KNOX TRUSTEE (UNTIL 9/29/22) 3.0 0.0 X 0 0 0 ANTOINETTE R LEATHERBERRY TRUSTEE 3.0 0.0 X 0 0 0 KENNETH LIN TRUSTEE 3.0 0.0 X 0 0 0 JOSEPH LOSCALZO TRUSTEE 3.0 0.0 X 0 0 0 KEVIN MERIDA TRUSTEE 3.0 0.0 X 0 0 0 JANE P MONCREIFF TRUSTEE (UNTIL 3/22/23) 3.0 0.0 X 0 0 0 RUTH A MOORMAN TRUSTEE 3.0 0.0 X 0 0 0 ALICIA C MULLEN TRUSTEE 3.0 0.0 X 0 0 0 REBECCA NORLANDER TRUSTEE 3.0 0.0 X 0 0 0 M LEE PELTON TRUSTEE (UNTIL 11/25/22) 3.0 0.0 X 0 0 0 CA LANCE PICCOLO TRUSTEE (UNTIL 9/29/22) 3.0 0.0 X 0 0 0 JONATHAN PRIESTER TRUSTEE 3.0 0.0 X 0 0 0 RICHARD D REIDY TRUSTEE 3.0 0.0 X 0 0 0 SHARON G RYAN TRUSTEE 3.0 0.0 X 0 0 0 SD SHIBULAL TRUSTEE 3.0 0.0 X 0 0 0 HUGO X SHONG TRUSTEE 3.0 0.0 X 0 0 0 KENNETH Z SLATER TRUSTEE 3.0 0.0 X 0 0 0 MALEK SUKKAR TRUSTEE (AS OF 9/29/22) 3.0 0.0 X 0 0 0 NINA C TASSLER TRUSTEE 3.0 0.0 X 0 0 0 ELIZABETH C THORS TRUSTEE 3.0 0.0 X 0 0 0 PETER L WEXLER TRUSTEE 3.0 0.0 X 0 0 0 STEPHEN M ZIDE TRUSTEE 3.0 0.0 X 0 0 0 9005013 4392735 1492595 3988 true true false SUFFOLK CONSTRUCTION COMPANY INC 65 ALLERTON STREET BOSTON MA 02119 Construction 121256561 ARAMARK FOOD AND SUPPORT SERVICES I 775 COMMONWEALTH AVE BOSTON MA 02115 FOOD & HOSPITALITY 21591427 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 11795793 SHAWMUT WOODWORKING SUPPLY INC 560 HARRISON AVENUE BOSTON MA 02118 CONSTRUCTION 8826232 DELOITTE 4022 SELLS DRIVE HERMITAGE TN 37076 CONSULTING 8575575 341 806032 431418964 406423821 18146183 838648817 TUITION AND FEES 900099 1936299682 1936299682 AUX SALES & SERVICES 900099 354606330 354606330 NON-GOVERNMENT GRANTS 900099 24105745 24105745 2315011757 59108131 2476528 56631603 0 3416888 3416888 18045625 11615730 6429895 0 6429895 6429895 2696692220 41561179 2654024119 17734400 42668101 23826779 66494880 2178608 64316272 929475 806032 903371 26104 26104 0 0 0 0 0 0 REAL ESTATE AND RENTAL AND LEASING 530000 14294117 14294117 OTHER SERVICES 810000 4349688 4349688 ARTS, ENTERTAINMENT, AND RECREATION 710000 1255466 1255466 1873313 1873313 21772584 3310909056 2315011757 26427720 130820762 106411762 106411762 656904948 656904948 58032928 58032928 0 7231384 5768220 552792 910372 650779 650779 1088198081 964242309 101762166 22193606 92691241 82132304 8668417 1890520 143763981 127381858 13448993 2933130 89716713 79498775 8388472 1829466 0 4496587 4496587 1173120 1173120 472966 472966 563534 563534 1891787 1891787 151447167 114280089 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8318947751 X 304468159 70895045 39025276 X false true X true true true X 523093884 572381320 671730194 752663973 838648817 3358518188 0 0 523093884 572381320 671730194 752663973 838648817 3358518188 78452889 3280065299 91446337 75817833 44974798 51037723 78094116 341370807 4672170 3902235 8574405 0 3708463400 10259147208 0.88448 0.89403 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true true false true 666467 false 666467 false LOBBYING ACTIVITY EXPLANATION SCHEDULE C, PART II-B, LINE 1 THE UNIVERSITY HAS A FEDERAL RELATIONS OFFICE WHICH MONITORS LEGISLATION AND OTHER FEDERAL GOVERNMENTAL DEVELOPMENTS OF INTEREST THAT MAY AFFECT THE UNIVERSITY, SOMETIMES WITH THE ASSISTANCE OF CONSULTANTS. THE OFFICE ALSO SERVES AS A LIAISON BETWEEN THE UNIVERSITY AND VARIOUS GOVERNMENT OFFICIALS. THE UNIVERSITY FILES QUARTERLY REPORTS WITH CONGRESS DETAILING THESE ACTIVITIES AND EXPENSES. THE UNIVERSITY ALSO HAS TWO STAFF MEMBERS WHO HAVE RESPONSIBILITY FOR MONITORING LEGISLATION AND GOVERNMENTAL DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY ON THE STATE LEVEL. THE UNIVERSITY FILES SEMIANNUAL REPORTS WITH THE COMMONWEALTH OF MASSACHUSETTS DETAILING THESE ACTIVITIES AND EXPENSES. IT IS POSSIBLE THAT OTHER INDIVIDUALS MAY HAVE SPENT AN INSUBSTANTIAL PORTION OF THEIR TIME ON LEGISLATIVE MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND MAY HAVE INCURRED INSUBSTANTIAL EXPENSES IN CONNECTION WITH THIS ACTIVITY. BOSTON UNIVERSITY PAYS DUES TO VARIOUS MEMBERSHIP ORGANIZATIONS IN AN EFFORT TO STAY CURRENT ON A WIDE VARIETY OF ACADEMIC, RESEARCH, GOVERNANCE, AND OTHER ISSUES. SOME OF THESE MEMBERSHIP ORGANIZATIONS CONDUCT LOBBYING ACTIVITIES, WHICH ARE REFLECTED IN THE UNIVERSITY'S LOBBYING REPORTS. A THIRD-PARTY CONSULTANT IS RETAINED BY BOSTON UNIVERSITY TO TRACK FEDERAL LEGISLATIVE AND AGENCY DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY. SCHEDULE C, PART II-B, LINES 1D AND 1E THE UNIVERSITY POSTS FACT SHEETS CONTAINING LOBBYING MATERIALS DIRECTED AT ITS CONSTITUENCIES AND POLICYMAKERS TO THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S FEDERAL RELATIONS OFFICE ALSO DELIVERS THESE FACT SHEETS TO RELEVANT POLICYMAKERS. THE COST OF CREATING, POSTING, AND DELIVERING THE FACT SHEETS IS INCLUDED IN THE TOTAL LOBBYING EXPENSES REPORTED ON PART II-B, LINE 1J. X X X X EDUCATION false 2973352000 127308419 138932059 27639048 65327653 8299777 3138326000 3392513000 62460046 -387169121 25075971 59489634 9886320 2973352000 2421115000 80427257 981004273 23693212 56172716 10167602 3392513000 2292537000 42034734 169262496 22071059 53098001 7550170 2421115000 2128183005 101819085 142075738 20661758 50550131 8328939 2292537000 0.42900 0.28130 0.28970 true false 11996440 225060720 237057160 140077924 4134929538 1687665389 2587342073 27588258 68083375 63594460 32077173 576973 430128371 288355512 142349832 295803519 243027346 52776173 3051602411 ALTERNATIVES-HEDGE 889037256 F ALTERNATIVES-NATURAL RESOURCES 65953423 F ALTERNATIVES-PRIVATE 1037213570 F NON-MARKETABLE ALTERNATIVES 13798580 F ALTERNATIVES - REAL ESTATE 515682828 F RESIDUAL ASSET NOTE RECEIVABLE 19839727 F 2541525384 0 ANNUITIES PAYABLE 6709476 FINANCE LEASE OBLIGATION 78932331 OPERATING LEASE OBLIGATION 111856754 FEDERAL LOAN ADVANCES 17946165 COND. ASSET RETIREMENT OBLIGAT 11571465 POST-RETIREMENT OBLIGATION 1666037 FV OF INT. RATE EXCHANGE AGREE 138135421 366817649 X SCHEDULE D, PART III, LINE 1A THE UNIVERSITY'S COLLECTIONS, ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2023 THE UNIVERSITY'S FEDERAL NET OPERATING LOSS CARRYFORWARDS PRIOR TO JUNE 30, 2018 ARE $17,028,000, AND EXPIRE IN VARIOUS YEARS FROM 2024 TO 2037. THESE LOSSES MAY BE APPLIED TO OFFSET TAXABLE INCOME FOR ANY UNRELATED BUSINESS ACTIVITY EARNED IN FUTURE YEARS. IRC SECTION 512 (A)(6), ENACTED IN DECEMBER 2017 AS PART OF THE TAX CUT AND JOBS ACT, REQUIRES TAX EXEMPT ORGANIZATIONS WITH MULTIPLE SOURCES OF UNRELATED BUSINESS INCOME TO SEPARATELY COMPUTE ("SILO") NET UNRELATED BUSINESS INCOME AND LOSSES ON AN ACTIVITY BY ACTIVITY BASIS; FOR TAXABLE YEARS BEGINNING AFTER DECEMBER 31, 2017, EXPENSES FROM ONE UNRELATED BUSINESS ACTIVITY MAY NO LONGER BE USED TO OFFSET THE INCOME FROM ANOTHER. NET OPERATING LOSS CARRYFORWARDS BEGINNING JULY 1, 2018 THROUGH JUNE 30, 2023 ARE $33,387,000 AND MAY BE CARRIED FORWARD INDEFINITELY, BUT MAY ONLY BE USED TO OFFSET INCOME FROM THE ACTIVITY GENERATING THE LOSS. THE UNIVERSITY BELIEVES THAT UNRELATED BUSINESS ACTIVITIES WILL GENERATE FUTURE TAXABLE INCOME DURING THE PERIODS IN WHICH THESE OPERATING LOSS CARRYFORWARDS WILL BECOME DEDUCTIBLE AND HAS RECORDED DEFERRED TAX ASSETS TOTALING $2,647,000 AS OF JUNE 30, 2023 AND 2022. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. SCHEDULE D, PART III, LINE 4 THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DISPOSITIONS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND GIVES THE UNIVERSITY THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, HELPS REDUCE RISES IN TUITION BY PROVIDING NEEDED FINANCIAL AID, AND ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY RESEARCH, DEPARTMENTS, PROGRAMS, AND OPERATIONS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 BOSTON UNIVERSITY PROHIBITS DISCRIMINATION AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, NATURAL OR PROTECTIVE HAIRSTYLE, RELIGION, SEX, AGE, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY SERVICE, PREGNANCY OR PREGNANCY-RELATED CONDITION, OR BECAUSE OF MARITAL, PARENTAL, OR VETERAN STATUS. THIS POLICY EXTENDS TO ALL RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES, INCLUDING ADMISSIONS, FINANCIAL ASSISTANCE, EDUCATIONAL AND ATHLETIC PROGRAMS, HOUSING, EMPLOYMENT, COMPENSATION, EMPLOYEE BENEFITS, AND THE PROVIDING OF, OR ACCESS TO, UNIVERSITY SERVICES OR FACILITIES. BOSTON UNIVERSITY RECOGNIZES THAT NON-DISCRIMINATION DOES NOT ENSURE THAT EQUAL OPPORTUNITY IS A REALITY. ACCORDINGLY, THE UNIVERSITY WILL CONTINUE TO TAKE AFFIRMATIVE ACTION TO ACHIEVE EQUAL OPPORTUNITY THROUGH RECRUITMENT, OUTREACH, AND INTERNAL REVIEWS OF POLICIES AND PRACTICES. INQUIRIES REGARDING THIS POLICY OR ITS APPLICATION SHOULD BE ADDRESSED TO THE EXECUTIVE DIRECTOR OF EQUAL OPPORTUNITY, 888 COMMONWEALTH AVENUE, SUITE 303, BOSTON, MA 02215 (617-353-9286). THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, WWW.BU.EDU. SCHEDULE E, PART I, LINE 6A BOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS AND GRANTS INCLUDING THE FEDERAL PELL GRANT PROGRAM, THE FEDERAL WORK STUDY PROGRAM, AND THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT WHICH ARE ALL UNDER THE DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT. true East Asia and the Pacific Fundraising 206630 Europe (Including Iceland and Greenland) Fundraising 276513 Middle East and North Africa Fundraising 117226 North America Fundraising 31946 South Asia Fundraising 15079 Sub-Saharan Africa Fundraising 4997 Central America and the Caribbean Grantmaking 117073 East Asia and the Pacific Grantmaking 3243309 Europe (Including Iceland and Greenland) Grantmaking 29580870 Middle East and North Africa Grantmaking 18016 North America Grantmaking 351341 South America Grantmaking 248934 South Asia Grantmaking 1613102 Sub-Saharan Africa Grantmaking 1908939 Central America and the Caribbean Investments 634565841 East Asia and the Pacific Investments 22484612 Europe (Including Iceland and Greenland) Investments 28534468 Middle East and North Africa Investments 1000 North America Investments 17792378 Sub-Saharan Africa Investments 24227695 East Asia and the Pacific Program Services Student Financial Aid 2230485 Europe (Including Iceland and Greenland) Program Services Student Financial Aid 18336238 North America Program Services Student Financial Aid 11200 South America Program Services Student Financial Aid 262843 Sub-Saharan Africa Program Services Student Financial Aid 110577 Central America and the Caribbean 2 Program Services Research 324120 East Asia and the Pacific 10 Program Services Research 732274 Europe (Including Iceland and Greenland) 32 Program Services Research 3204769 Middle East and North Africa 4 Program Services Research 67910 North America 11 Program Services Research 291620 Russia and the Newly Independent States 3 Program Services Research 38730 South America 8 Program Services Research 164727 South Asia 1 6 Program Services Research 239634 Sub-Saharan Africa 18 Program Services Research 1513993 Central America and the Caribbean Program Services Seminar 360401 East Asia and the Pacific Program Services Seminar 216056 Europe (Including Iceland and Greenland) Program Services Seminar 1744340 Middle East and North Africa Program Services Seminar 159335 North America Program Services Seminar 340482 Russia and the Newly Independent States Program Services Seminar 1272 South America Program Services Seminar 72989 South Asia Program Services Seminar 100096 Sub-Saharan Africa Program Services Seminar 248928 East Asia and the Pacific 2 37 Program Services Study Abroad 5091110 Europe (Including Iceland and Greenland) 11 214 Program Services Study Abroad 26356331 Middle East and North Africa Program Services Study Abroad 24997 South America Program Services Study Abroad 218751 South Asia Program Services Study Abroad 19 Sub-Saharan Africa Program Services Study Abroad 173623 14 345 14 345 723318896 104658923 827977819 Europe (Including Iceland and Greenland) Research 6434287 Wire Europe (Including Iceland and Greenland) Research 4126057 Wire Europe (Including Iceland and Greenland) Research 3599806 Wire Europe (Including Iceland and Greenland) Research 2053079 Wire East Asia and the Pacific Research 1686537 Wire Europe (Including Iceland and Greenland) Research 1675845 Wire Europe (Including Iceland and Greenland) Research Research 1555937 Wire Europe (Including Iceland and Greenland) Research Research 1343394 Wire Europe (Including Iceland and Greenland) Research Research 1201194 Wire Europe (Including Iceland and Greenland) Research Research 1172220 Wire Europe (Including Iceland and Greenland) Research Research 1123928 Wire Europe (Including Iceland and Greenland) Research Research 1099149 Wire Sub-Saharan Africa Research Research 1026522 Wire East Asia and the Pacific Research Research 873911 Wire South Asia Research Research 763898 Wire Europe (Including Iceland and Greenland) Research Research 731487 Wire South Asia Research Research 583621 Wire Europe (Including Iceland and Greenland) Research Research 527750 Wire Europe (Including Iceland and Greenland) Research Research 510527 Wire Sub-Saharan Africa Research Research 499851 Wire Europe (Including Iceland and Greenland) Research Research 335559 Wire Europe (Including Iceland and Greenland) Research Research 289499 Wire & Check Europe (Including Iceland and Greenland) Research Research 270503 Wire Europe (Including Iceland and Greenland) Research Research 257571 Wire South America Research Research 248934 Wire Europe (Including Iceland and Greenland) Research Research 197074 Wire Europe (Including Iceland and Greenland) Research Research 196565 Wire North America Research Research 194219 Wire & Check Europe (Including Iceland and Greenland) Research Research 193061 Wire Europe (Including Iceland and Greenland) Research Research 177934 Wire East Asia and the Pacific Research Research 151283 Wire East Asia and the Pacific Research Research 147809 Wire Europe (Including Iceland and Greenland) Research Research 134617 Wire East Asia and the Pacific Research Research 134155 Wire Sub-Saharan Africa Research Research 124028 Wire South Asia Research Research 73511 Wire North America Research Research 73088 Check Sub-Saharan Africa Research Research 71225 Wire East Asia and the Pacific Research Research 68000 Wire North America Research Research 64686 Check Sub-Saharan Africa Research Research 64354 Wire Europe (Including Iceland and Greenland) Research Research 64093 Wire Europe (Including Iceland and Greenland) Research Research 63088 Wire & Check Central America and the Caribbean Research Research 61571 Wire East Asia and the Pacific Research Research 58360 Wire South Asia Research Research 56433 Wire Central America and the Caribbean Research Research 55502 Wire East Asia and the Pacific Research Research 53080 Wire Europe (Including Iceland and Greenland) Research Research 52665 Wire East Asia and the Pacific Research Research 51200 Wire South Asia Research Research 50975 Wire Europe (Including Iceland and Greenland) Research Research 49947 Wire Sub-Saharan Africa Research Research 40000 Wire Sub-Saharan Africa Research Research 39962 Wire Europe (Including Iceland and Greenland) Research Research 39389 Wire Europe (Including Iceland and Greenland) Research Research 37800 Wire South Asia Research Research 32183 Wire South Asia Research Research 30267 Wire Europe (Including Iceland and Greenland) Research Research 24695 Wire South Asia Research Research 22214 Wire Europe (Including Iceland and Greenland) Research Research 21794 Wire Sub-Saharan Africa Research Research 20000 Wire East Asia and the Pacific Research Research 18974 Wire Middle East and North Africa Research Research 18016 Wire Sub-Saharan Africa Research Research 16453 Wire North America Research Research 12606 Check Europe (Including Iceland and Greenland) Research Research 7711 Wire Europe (Including Iceland and Greenland) Research Research 6896 Wire North America Research Research 6741 Check Sub-Saharan Africa Research Research 6545 Wire Europe (Including Iceland and Greenland) Research Research 5750 Wire 44 27 Student Financial Aid East Asia and the Pacific 101 2230485 Tuition Cost Student Financial Aid Europe (Including Iceland and Greenland) 808 18336238 Tuition Cost Student Financial Aid North America 1 11200 Tuition Cost Student Financial Aid South America 9 262843 Tuition Cost Student Financial Aid Sub-Saharan Africa 6 110577 Tuition Cost true false true true true true SCHEDULE F, PART I, LINE 2 THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF SPONSORED PROGRAMS, POST AWARD. THIS OFFICE MONITORS ALL DOMESTIC AND FOREIGN SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS IS VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE. BOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES. SCHEDULE F, PART I, LINE 3 THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA. GRANT MAKING ACTIVITIES CONSIST OF RESEARCH GRANTS TO SUBRECIPIENTS. X X X X X X X true Greater Public 401 North 3rd Street Suite 601 Minneapolis MN 55401 Fundraising Consultant false 128848 Grenzebach Glier and Associates In 200 South Michigan Avenue Suite 21 Chicago IL 60604 Fundraising Consultant false 103196 Development GuildDDI Inc One Boston Place Suite 2600 Boston MA 02108 Fundraising Consultant false 57600 Hilary Shepard Consulting 2 Old Colony Terrace Boston MA 02125 Fundraising Consultant false 6000 Advanced Remarketing Services Inc 116 Johnny Cake Hill Middletown RI 02842 Fundraising Consultant false 1279295 267890 1011405 1279295 563534 1011405 All States WBUR Valentine 612648 19648 593000 3045 399361 Pub Radio Gala 625693 586858 38835 35802 49603 2 497166 199526 297640 157081 258479 1735507 806032 929475 195928 707443 903371 26104 true Accelerate Diagnostics Inc 3950 S Country Club Road Ste470 Tucson AZ 85714 841072256 93857 Research Administrators of the Tulane Educat 1555 Poydras St Ste805 GCA Mailbx8 New Orleans LA 70112 720423889 501 C 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RESPONSIBILITY FOR MONITORING THE USE OF RESEARCH FUNDS TO THE OFFICE OF SPONSORED PROGRAMS, POST AWARD. THIS OFFICE MONITORS ALL DOMESTIC SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. WHEN APPROVING INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS ARE VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE. SCHEDULE I, PART III BOSTON UNIVERSITY SCHOOLS, COLLEGES, AND THE OFFICE OF FINANCIAL ASSISTANCE MAKE EVERY EFFORT TO ASSIST STUDENTS WITH CALCULATED FINANCIAL ELIGIBILITY AND HIGH ACADEMIC ACHIEVEMENT, MEASURED AGAINST THE CREDENTIALS OF OTHER ACCEPTED STUDENTS. A STUDENT'S ACADEMIC RECORD IS AN IMPORTANT FACTOR IN DETERMINING ELIGIBILITY FOR BOSTON UNIVERSITY SCHOLARSHIPS AND NEED-BASED GRANTS. KEY INDICATORS SUCH AS HIGH SCHOOL GRADE POINT AVERAGE (GPA), RANK IN CLASS, AND STANDARDIZED TEST SCORES ARE CONSIDERED, AS WELL AS THE STRENGTH OF THE STUDENT'S ACADEMIC PROGRAM AND EXTRACURRICULAR ACTIVITIES. ALL GRANTS AND OTHER STUDENT FINANCIAL AID IS DESIGNATED FOR EDUCATIONAL PURPOSES ONLY. STARTING IN SEPTEMBER 2020, BOSTON UNIVERSITY MEETS 100% OF THE DEMONSTRATED FINANCIAL NEED FOR ADMITTED, FIRST-YEAR STUDENTS WHO ARE U.S. CITIZENS OR PERMANENT RESIDENTS. X X X X true true X X X X X false true false false false true true true false ROBERT A BROWN PRESIDENT 1327157 200000 548050 260556 283054 2618817 212500 TONY TANNOURY PROFESSOR & PHYSICIAN 1801919 4902 35306 109105 1951232 XINNING LI PROFESSOR & PHYSICIAN 1425803 1153 26156 28928 1482040 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 516282 742039 88852 35306 28414 1410893 JEAN MORRISON UNIVERSITY PROVOST 897241 156787 147806 180870 1382704 75000 CLARISSA C HUNNEWELL CIO, ASSISTANT TREASURER 797870 492161 5944 35306 9182 1340463 WILLIAM CREEVY PROFESSOR & PHYSICIAN 1030129 121590 7239 35306 28889 1223153 KAREN H ANTMAN MD MEDICAL CAMPUS PROVOST 1001850 9916 35306 563 1047635 GARY W NICKSA SR VP, CFO, TREASURER 701054 8507 35306 29348 774215 ERIKA GEETTER SR VP, GEN COUNSEL, SECRETARY 692212 3326 35306 2714 733558 DEREK HOWE SR VP OPS, ASSISTANT TREASURER 533024 1348 35306 20452 590130 KIMBERLY AS HOWARD TRUSTEE, ASSOCIATE PROFESSOR 153862 207 17253 911 172233 EILEEN O'KEEFE FORMER TRUSTEE, PROFESSOR 126768 556 15269 20677 163270 SCHEDULE J, PART I TONY TANNOURY, WILLIAM CREEVY, AND XINNING LI ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GDSM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT A GDSM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER. SCHEDULE J, PART I, LINE 1A (1) HOUSING ALLOWANCE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON WERE BOTH REQUIRED TO LIVE IN UNIVERSITY RESIDENCES. AMOUNTS REPORTED IN COLUMN (D) INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES, FOR PRESIDENT BROWN $260,060 AND PROVOST MORRISON $150,039. (2) FIRST-CLASS TRAVEL: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, ALL EMPLOYEES ARE REIMBURSED FOR ECONOMY AIRFARE. EXCEPTIONS FOR TRAVEL INVOLVING AN EXTENDED PERIOD OF TIME ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. THE PRESIDENT'S AND PROVOST'S EMPLOYMENT AGREEMENTS ALLOW FOR FIRST-CLASS TRAVEL. TRAVEL FOR BUSINESS PURPOSES, INCLUDING FIRST-CLASS TRAVEL, IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN AND PROVOST MORRISON ARE THE ONLY INDIVIDUALS REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2022. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, BOSTON UNIVERSITY ALLOWS COMPANION TRAVEL FOR BONA FIDE BUSINESS PURPOSES. ALL SUCH CASES REQUIRE PRIOR WRITTEN APPROVAL OF AN AUTHORIZED SENIOR EXECUTIVE. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR SPOUSAL TRAVEL. COMPANION TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. PRESIDENT BROWN IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2022. (4) IN CALENDAR YEAR 2022, PRESIDENT BROWN RECEIVED A GROSSED-UP PAYMENT RELATED TO LEGAL SERVICES. SCHEDULE J, PART I, LINE 4B (1) UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON JULY 31, 2022, PRESIDENT BROWN RECEIVED AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $512,550 WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2022 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C) OF PRIOR FORMS 990 IS $212,500. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN (F). UNDER THE SAME SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON JULY 31, 2022, PRESIDENT BROWN WAS TO BECOME ENTITLED TO RECEIVE AN AMOUNT EQUAL TO 40% OF HIS BASE SALARY FOR THE 12-MONTH PERIOD ENDING JULY 31, 2023. PRESIDENT BROWN'S RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $225,250 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2022 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (C) AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION ALSO INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2022 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN. (3) UNDER A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN, ON JUNE 30, 2022, PROVOST MORRISON RECEIVED A FIXED AMOUNT THAT ACCRUED DURING THE PRECEDING 12-MONTH PERIOD. THIS AMOUNT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. UPON VESTING, SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN OF $150,000 WAS DISTRIBUTED TO PROVOST MORRISON IN CALENDAR YEAR 2022 AND IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C) OF PRIOR FORMS 990 IS $75,000. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEAR'S SCHEDULE J, PART II, COLUMN (F). UNDER THE SAME SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN, ON JUNE 30, 2022, PROVOST MORRISON WAS TO BECOME ENTITILED TO RECEIVE A FIXED AMOUNT FOR THE 12-MONTH PERIOD ENDING JUNE 30, 2023. PROVOST MORRISON'S RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FOREFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION OF $75,000 WAS ACCRUED FOR PROVOST MORRISON IN CALENDAR YEAR 2022 AND IS REPORTED ON SCHEDULE J, COLUMN (C) AS RETIREMENT AND OTHER DEFERRED COMPENSATION. SCHEDULE J, PART I, LINE 6A A PORTION OF PUSHKAR MEHRA'S COMPENSATION (AS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II)) IS BASED ON A PERCENTAGE OF BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL MAXILLOFACIAL SURGERY GROUP REVENUES LESS OPERATING EXPENSES. SCHEDULE J, PART I, LINE 6B DR. WILLIAM CREEVY RECEIVES AN ANNUAL BONUS PAYMENT BASED ON PRE-DETERMINED ANNUAL PERFORMANCE METRICS, WITH OPERATING INCOME AS ONE OF THE COMPONENTS. SCHEDULE J, PART I, LINE 7 AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS. PRESIDENT BROWN, AT THE DISCRETION OF THE BOARD OF TRUSTEES, WAS AWARDED A ONE-TIME BONUS OF $200,000 IN JULY 2022 TO RECOGNIZE HIS ACTIONS ON BEHALF OF THE UNIVERSITY FOR THE PREVIOUS YEAR. SCHEDULE J, PART II THIS SCHEDULE INCLUDES EACH OF THE UNIVERSITY'S CURRENT AND FORMER OFFICERS, TRUSTEES, KEY EMPLOYEES, AND FIVE MOST HIGHLY COMPENSATED EMPLOYEES FOR WHOM THE SUM OF CALENDAR YEAR 2022 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000. A MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2 043431814 000000000 2015-09-30 162740000 REFUNDING 2005 BOND ISSUE false false false B MASS DEV FIN AGENCY- SERIES U1 U2 U3 U4 U5 U6 043431814 57583RWD3 2008-05-15 536365000 PARTIAL REF/CAP PROJ/PROP ACQ true false false C MASS DEV FIN AGENCY-SER BB-1 BB-2 BB-3(2016) 043431814 57584XWV9 2016-11-08 231838996 CAP PROJ/ADV REF 2008 & 2009 BONDS false false false D MASS DEV FIN AGENCY - SERIES X (2013) 043431814 57583UVL9 2013-04-30 120736790 CAPITAL PROJECTS false false false A 0 0 162740000 0 0 0 0 0 0 0 162740000 0 true false true true B 111575000 50000000 539836174 0 0 0 848766 727358 0 202760050 335500000 0 2012 true false true true C 0 0 233015994 0 0 0 1035243 0 0 126236514 105744237 0 true false true true D 0 0 120780965 0 0 0 734856 0 0 120046109 0 0 2015 false false true true A false true true true true true 0.00838 0.00838 false false false true B false true true true true true 0.00350 0.00350 false false false true C false false true true true true 0 false false false true D false true true true true true 0 false false false true A false false false true true false 0 false false false 0 false true B false false false true true true SEE PART VI false false false 0 false true C false false false true false false 0 false false false 0 false true D false false false true false false 0 false false false 0 false true A true B true C true D true SCHEDULE K, PART I, LINE A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIES AA-1 AND AA-2 BONDS IN THE AMOUNT OF $162,740,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES T1 BOND OF THE SAME AMOUNT. SCHEDULE K, PART I, LINE B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS. SCHEDULE K, PART I, LINE C MDFA SERIES BB-1, BB-2, AND BB-3 BONDS IN THE AMOUNT OF $231,838,996 WERE ISSUED TO ADVANCE REFUND AND ULTIMATELY LEGALLY DEFEASED MDFA SERIES U-4, ORIGINALLY ISSUED IN 2008, IN THE AMOUNT OF $50,000,000 AND MDFA SERIES V-1, ORIGINALLY ISSUED IN 2009, IN THE AMOUNT OF $44,000,000. PROCEEDS OF MDFA SERIES BB-1 IN THE AMOUNT OF $125,603,699 WERE NEW MONEY BONDS. SCHEDULE K, PART I, LINE A(2) MDFA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000. SCHEDULE K, PART I, LINE B(2) MDFA SERIES DD-1 AND DD-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES Z-1 AND Z-2 BONDS IN THE AMOUNT OF $73,370,000 AND SERIES H BONDS IN THE AMOUNT OF $25,000,000. SCHEDULE K, PART II, LINE 3, COLUMNS B-D COLUMN B: TOTAL PROCEEDS OF $539,836,174 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $536,365,000 AND INVESTMENT EARNINGS TOTALING $3,471,174. COLUMN C: TOTAL PROCEEDS OF $233,015,994 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $231,838,996 AND INVESTMENT EARNINGS TOTALING $1,176,998. COLUMN D: TOTAL PROCEEDS OF $120,780,965 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $44,175. SCHEDULE K, PART II, LINE 7, COLUMNS B-D COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $848,776 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $484,109. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $1,035,243 IS COMPRISED OF ISSUANCE COSTS TOTALING $607,924 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $427,319. ACTUAL COSTS DIFFER FROM ESTIMATES USED ON FORM 8038. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $734,856 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $300,327. SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-D(INCLUDING SERIES Y) THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH EQUITY AND DEBT AND MADE A TIMELY ELECTION TO ALLOCATE EQUITY PROCEEDS TO ANY PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES. IF PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES DOES NOT EXCEED THE EQUITY ALLOCATION, THE PRIVATE BUSINESS USE IS REPORTED AS 0.00%. SCHEDULE K, PART IV, LINE 2B, COLUMN A(2) THE PROCEEDS OF MDFA SERIES Y, OF WHICH 100 PERCENT WERE SPENT TO FINANCE CONSTRUCTION EXPENDITURES, WERE SPENT WITHIN TWO YEARS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(F)(4)(C). SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2023. THE REBATE CALCULATION FOR THE SERIES X BONDS WAS PERFORMED IN APRIL 2023. THE REBATE CALCULATION FOR THE SERIES AA BONDS WAS PERFORMED IN SEPTEMBER 2020. THE REBATE CALCULATION FOR THE SERIES BB BONDS WAS PERFORMED IN APRIL 2021. THE REBATE CALCULATION FOR THE SERIES DD-1 AND DD-2 BONDS WAS PERFORMED IN JULY 2019. SCHEDULE K, PART IV, LINES 4A & 4B, COLUMN B THE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA - SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS. SCHEDULE K, PART IV, LINE 6, COLUMNS A-B UNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD. A (2) MASS DEV FIN AGENCY-SER Y (2014) 043431814 57583UL89 2014-09-30 35000000 REFUNDING 2004 & 2009 BOND ISSUES false false false B (2) MASS DEV FIN AGENCY- SER DD-1 AND DD-2 (2019) 043431814 57584VSM2 2019-07-30 98375886 REFUNDING SERIES H, Z-1, AND Z-2 false false false A 0 0 35000000 0 0 0 0 0 0 0 35000000 0 true false true true B 0 0 98375886 0 0 0 117235 0 0 0 98258651 0 true false true true A false true true true true true 0 false false false true B false true true true true true 0 false false false true A false false true false true true MERRILL LYNCH 25. false false false 0 false true B false false false true true false 0 false false false 0 false true A true B true Robert A Brown President Purchase of property X 800000 800000 false true true 800000 FELD ENTERTAINMENT INC SEE PART V 2573462 SEE PART V true J LAWFORD ANDERSON SEE PART V 197245 EMPLOYMENT COMPENSATION false KEITH A BROWN SEE PART V 208454 EMPLOYMENT COMPENSATION false VERNON SOLBERG SEE PART V 279669 EMPLOYMENT COMPENSATION false SCHEDULE L, PART IV, LINE 1 (B) TRUSTEE FELD IS THE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF FELD ENTERTAINMENT, INC. (D) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS PAYMENTS FOR LIVE SHOW PRODUCTIONS BY FELD ENTERTAINMENT, INC. AT AGGANIS ARENA THAT ARE OPEN TO THE PUBLIC AND FOR WHICH ADMISSION IS CHARGED. AS PART OF THE NEGOTIATION PROCESS WITH THE COMPANY, THE UNIVERSITY COMPARED THESE ARRANGEMENTS TO OTHER VENUES WHICH HOST THE COMPANY'S PRODUCTIONS AND CONCLUDED THAT THE NEGOTIATED TERMS FOR THE UNIVERSITY WERE EQUAL TO, IF NOT MORE FAVORABLE THAN, THE TERMS RECEIVED BY OTHER VENUES. ALL DISCUSSIONS AND INTERACTIONS RELATING TO THESE TRANSACTIONS HAVE BEEN WITH BUSINESS PERSONNEL AT THE COMPANY OTHER THAN TRUSTEE FELD AND THERE IS NO EVIDENCE THAT TRUSTEE FELD HAS WEIGHED IN ON OR IN ANY WAY SOUGHT TO AFFECT UNIVERSITY DECISION-MAKING REGARDING THESE TRANSACTIONS. SCHEDULE L, PART IV, LINE 2 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF PRESIDENT ROBERT BROWN. SCHEDULE L, PART IV, LINE 4 (B) FAMILY MEMBER OF TRUSTEE KIMBERLY HOWARD. X 793 1057245 NET PROCEEDS X 276 15093342 MEAN PRICE ON DATE X 3 31778 IND. APPRAISAL X EQUPMT-MED, RESCH, EDU 7 1868777 IND. APPRAISAL X DONATED AUCTION ITEMS 30 68988 IND. APPRAISAL X EVENT SUPPORT 4 26050 IND. APPRAISAL X SOFTWARE 3 3 IND. APPRAISAL 2 false true true SCHEDULE M, PART I THE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT CONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS. SCHEDULE M, PART I, LINE 32B THE UNIVERSITY USES A TRADING BROKERAGE ACCOUNT AT NORTHERN TRUST TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. THE BANK CHARGES THE UNIVERSITY A COMMISSION WHEN EACH SECURITY IS SOLD. THE UNIVERSITY THROUGH ITS RADIO STATION WBUR USES CHARITABLE ADULT RIDES & SERVICES, INC. (CARS) AND CAR TALK VEHICLE DONATION PROGAM (CAR TALK) TO ACCEPT AND SELL DONATED VEHICLES ON BEHALF OF WBUR. PROCEEDS ARE SHARED BETWEEN WBUR AND CARS BASED ON AN AGREED UPON AMOUNT PER VEHICLE WHEN IT IS SOLD. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY. FORM 990, PART III, LINE 4A INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP, RESEARCH, AND PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 17 SCHOOLS AND COLLEGES AND THE FACULTY OF COMPUTING & DATA SCIENCES-AND THREE CAMPUSES-BOSTON UNIVERSITY OFFERS ITS STUDENTS MORE THAN 300 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH MORE THAN 80 STUDY ABROAD PROGRAMS OFFERING OPPORTUNITIES IN MORE THAN 20 COUNTRIES. BOSTON UNIVERSITY FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO BUSINESS MANAGEMENT, POETRY, AND THE PERFORMING ARTS. THE UNIVERSITY PLACES A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, ENGINEERING BIOLOGY, DATA SCIENCE, URBAN HEALTH, ANTIRACISM, GLOBAL HEALTH AND DEVELOPMENT, AND EMERGING INFECTIOUS DISEASES, ALONG WITH RESEARCH IN COMMUNICATIONS AND THE HUMANITIES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS. Form 990, Part VI, Section A, Line 1A WITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, Line 11B UPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF OPERATIONS AND UNIVERSITY CONTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, KPMG, IS INVOLVED THROUGHOUT THE PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE SITE BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12C ALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH THEY ARE INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION IS TO BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE PROVIDES SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE. Form 990, Part VI, Section B, Line 15B EACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION FOR THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND SENIOR VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE. Form 990, Part VII, Section A ROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. GARY W. NICKSA, AN OFFICER OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER MONTH TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. DEREK HOWE, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS OR LESS PER MONTH TO PLEASANT VENTURES REALTY TRUST, A RELATED ORGANIZATION. KAREN H. ANTMAN, MD, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES FOUR HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC., A RELATED ORGANIZATION. TONY TANNOURY, XINNING LI, AND WILLIAM CREEVY ARE ON THE LIST OF FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, EACH DEVOTING 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE PLANS. EILEEN O'KEEFE AND KIMBERLY A.S. HOWARD WERE COMPENSATED AS FACULTY MEMBERS, NOT AS TRUSTEES. Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS OF FUND BALANCES GAIN ON INTEREST RATE EXCHANGE AGREEMENTS $37,133,622 UNREALIZED LOSS ON NON-INVESTMENT ASSETS -$416,952 NET ACTUARIAL LOSS -$11,893 OTHER ADJUSTMENTS $2,320,499 ---------------------- TOTAL $39,025,276 BU (GT) Funding LLC 108 Bay State Road Boston MA 02215 870773653 Investments DE 692726 19840000 BU Trustees Pleasant Ventures Realty Trust 125 Bay State Road Boston MA 02215 043006700 Real Estate MA 2761662 23894746 BU Trustees Scarlet Castle Brr-I LLC One Silber Way Boston MA 02215 821985611 Investments MA -94814 1424778 BU Trustees Boston Emergency Physician Foundation 860 Harrison Avenue Boston MA 02118 043286156 Medicine MA 501(C)(3) 12c III-FI na false Boston Rehabilitation Med Assoc Inc 732 Harrison Avenue Suite 511 Boston MA 02118 043286641 Medicine MA 501(C)(3) 12c III-FI na false BU Cardiac & Thoracic Surgical Fdn Inc 88 East Newton Street Boston MA 02118 042966416 Medicine MA 501(C)(3) 12c III-FI na false Boston University Dermatology Inc 609 Albany Street Boston MA 02118 043335166 Medicine MA 501(C)(3) 12c III-FI na false BU Dermatology Support Services I Inc 609 Albany Street Boston MA 02118 043452877 Medicine MA 501(C)(3) 12c III-FI na false BU Dermatology Support Services II Inc 609 Albany Street Boston MA 02118 043452874 Medicine MA 501(C)(3) 12c III-FI na false Boston University Eye Associates Inc 2005 Bay Street Suite 201 Taunton MA 02780 043137333 Medicine MA 501(C)(3) 12c III-FI na false Boston University Family Medicine Inc 1 Boston Medical Ctr Dowling 5 Boston MA 02118 043354353 Medicine MA 501(C)(3) 12c III-FI na false BU General Surgical Associates Inc 88 East Newton Street Ste C500 Boston MA 02118 043265008 Medicine MA 501(C)(3) 12c III-FI na false BU Mallory Pathology Associates Inc 670 Albany Street 3rd Floor Boston MA 02118 042794543 Medicine MA 501(C)(3) 12c III-FI na false BU Medical Center Anesthesiologists Inc 88 East Newton Street Boston MA 02118 043276227 Medicine MA 501(C)(3) 12c III-FI na false BU Medical Center Urologists Inc 725 Albany Street Shapiro 3B Boston MA 02118 043286643 Medicine MA 501(C)(3) 12c III-FI na false BU Neurology Associates Inc 72 East Concord Street C3 Boston MA 02118 043428462 Medicine MA 501(C)(3) 12c III-FI na false BU Neurosurgical Associates Inc 72 East Concord Street C3 Boston MA 02118 043296068 Medicine MA 501(C)(3) 12c III-FI na false BU Obstetrics & Gynecology Fdn Inc 85 E Concord 6th Floor Boston MA 02118 043067465 Medicine MA 501(C)(3) 12c III-FI na false BU Orthopaedic Surgical Associates Inc 720 Harrison Ave Suite 808 Boston MA 02118 043354360 Medicine MA 501(C)(3) 12c III-FI na false BU Plastic Surgery Associates Inc 720 Harrison Ave DOB 9th Fl Boston MA 02118 043555478 Medicine MA 501(C)(3) 12c III-FI na false BU Psychiatry Associates Inc 85 East Newton Street Ste 802 Boston MA 02118 043355267 Medicine MA 501(C)(3) 12c III-FI na false BU Medical Center Radiologists Inc 820 Harrison Ave FGH Bldg Boston MA 02118 043283573 Medicine MA 501(C)(3) 12c III-FI na false BU Surgical Associates Inc 88 East Newton Street Boston MA 02118 043291148 Medicine MA 501(C)(3) 12c III-FI na false Child Health Foundation of Boston Inc 771 Albany St Dowling 3 South Boston MA 02118 042472758 Medicine MA 501(C)(3) 12c III-FI na false Evans Medical Foundation Inc 88 East Newton Street Boston MA 02118 510172171 Medicine MA 501(C)(3) 12c III-FI na false Faculty Practice Foundation Inc 660 Harrison Avenue 3rd Floor Boston MA 02118 043289381 Medicine MA 501(C)(3) 12b II na false Mercond Inc 881 Commonwealth Avenue Boston MA 02215 043099628 Holding Co. MA 501(C)(2) n/a BU TRUSTEES true BU MEDICAL CENTER OTOLARYNGOLOGIC FDN 820 HARRISON AVENUE BOSTON MA 02118 043156471 HEALTHCARE MA 501(C)(3) 12c III-FI NA false THE MASS GREEN HIGH PERF COMPUTING CTR 77 MASS AVE CAMBRIDGE MA 02139 273014805 RESEARCH CTR MA 501(C)(3) 12A-I NA false MGHPCC HOLYOKE INC 77 MASS AVE CAMBRIDGE MA 02139 452257442 RESEARCH CTR MA 501(C)(3) 12A-I NA false BOSTON UNIVERSITY (USA) LONDON CHARITY 5-10 ST PAULS CHURCHYARD LONDON UK EC4M 8AL EDU. SUPPORT UK N/A BU TRUSTEES true BOSTON UNIVERSITY FOUNDATION - INDIA S-505 LGF GREATER KAILASH-11 NEW DELHI IN 110048 EDU. SUPPORT IN N/A BU TRUSTEES true TRANSPORTATION SOL FOR COMMUTERS INC 881 COMMONWEALTH AVENUE 4TH FLOOR BOSTON MA 02215 043144411 TRANS SVCS MA 501(C)(3) 7 NA false BU RADIATION ONCOLOGY INC 1 BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 810716773 MEDICINE MA 501(C)(3) 12c III-FI NA false EUSA LLP 1A QUEENSBERRY PLACE LONDON UK SW7 2DL Education UK BU EUREUSA UK RELATED 551838 1042403 false false 1.00000 LVPU LP 10000 Memorial Drive Suite 550 Houston TX 77024 471582760 Investments TX BU Trustees -120686 0 false -796 false 0.00000 Brightstar Capital Partners Infraserv L 9859 Big Bend Boulevard Suite 202 St Louis MO 63122 842093170 Investments MO BU Trustees 119161 96065 false 119123 false 0.58380 Brightstar Capital Partners Capstone LP 9859 Big Bend Boulevard Suite 202 St Louis MO 63122 843024713 Investments MO BU Trustees 0 0 false false 0.00000 520 Commonwealth Avenue Real Estate Corp 881 Commonwealth Avenue Boston MA 02215 042272027 Holding Company MA BU Trustees C Corp 0 44205 1.00000 true Charitable Remainder Trusts - MA (13) Support MA BU Trustees Trust 660 Corporation 881 Commonwealth Avenue Boston MA 02215 042787737 Convenience Store MA 520 Corp C Corp 4502289 5977572 1.00000 true Akeah Inc 881 Commonwealth Avenue Boston MA 02215 043003380 Edu Support MA 520 Corp C Corp 269610 428207 1.00000 true Boston University (USA) Europe Limited 43 Harrington Gardens London UK SW7 4JU Edu Support UK BU (USA) London CORP. 0 2260112 1.00000 true EUSA (UK) Limited 43 Harrington Gardens London UK SW7 4JU Edu Support UK BU (USA) London CORP. 0 1055 1.00000 true Scarlet Castle TIR-I LLC 881 Commonwealth Avenue Boston MA 02215 843380977 Investment MA N/A C Corp -2513 50799 1.00000 true true true true true false false false false false false false true true false true false false true false BOSTON UNIVERSITY USA (EUROPE) LIMITED a(i) 366797 ACTUAL PAYMENTS 660 CORPORATION a(iv) 414006 ACTUAL PAYMENTS EUSA LLP a(iv) 72598 ACTUAL PAYMENTS CHARITABLE REMAINDER TRUST (1) c 534406 FMV EUSA LLP d 900050 ACTUAL PAYMENTS 660 CORPORATION l 100000 ACTUAL PAYMENTS EUSA LLP m 848347 ACTUAL PAYMENTS EUSA LLP o 110033 ACTUAL PAYMENTS AKEAH INC r 300000 ACTUAL PAYMENTS SCHEDULE R, PART III, LINE 2 AT THE BEGINNING OF TAX YEAR 2022, THE UNIVERSITY'S OWNERSHIP PERCENTAGE IN LVPU, LP WAS 100%. DURING TAX YEAR 2022, THE UNIVERSITY LIQUIDATED ITS OWNERSHIP IN LVPU, LP AND THE UNIVERSITY ENDING OWNERSHIP PERCENTAGE WAS 0% AT THE END OF TAX YEAR 2022. SCHEDULE R, PART III, LINE 4 AT THE BEGINNING OF TAX YEAR 2022, THE UNIVERSITY'S OWNERSHIP PERCENTAGE IN BRIGHTSTAR CAPITAL PARTNERS CAPSTONE, LP WAS 100%. DURING TAX YEAR 2022, THE UNIVERSITY LIQUIDATED ITS OWNERSHIP IN BRIGHTSTAR CAPITAL PARTNERS CAPSTONE, LP AND THE UNIVERSITY ENDING OWNERSHIP PERCENTAGE WAS 0% AT THE END OF TAX YEAR 2022.