2025-05-13T12:43:06+00:00 2024-06-30 990 2023-07-01 043828582 THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST OMID 6176273816 80 George Street Attn Tax Dept Medford MA 02155 MICHAEL W HOWARD Trustee 2025-05-13 2023 2025-03-06 01:10:19Z MICHAEL W HOWARD 80 George Street Attn Tax Dept Medford MA 02155 2225299 false X N/A X 2005 MA PROMOTING EDUCATION THROUGH GRANTS AND MAKING POSITIVE SOCIETAL CHANGES THROUGH INVESTMENTS. 5 4 0 0 0 0 0 -5548816 -1743767 0 -5548816 -1743767 0 0 601942 795455 0 0 450896 314012 1052838 1109467 -6601654 -2853234 100913759 92627703 7348798 4036465 93564961 88591238 SEE SCHEDULE O false false 990271 -1743767 Making investments that have an impact on a range of societal challenges by empowering people to accelerate positive change. 990271 true false false false false false false false true false true false false true true true true false false true false false false false false false false false true false false false false false false false false false false false false false true true true false false true X 0 0 0 false false false false false false false false false false false false X 5 4 false false false false false false false true true false false true true true true true true true false false MA X Jonathan Pearsall Exec Director & University Controller 6176273816 80 George Street Medford MA 02155 Jeffrey M Moslow TRUSTEE & CHAIRPERSON 1.0 3.0 X 0 0 0 Michael W Howard TRUSTEE - START DATE 1/9/2024 1.0 40.3 X 0 674939 73129 PIERRE M OMIDYAR TRUSTEE 1.0 0.0 X 0 0 0 ROBINSON JACOBS TRUSTEE 1.0 0.0 X 0 0 0 THOMAS L PAPPAS TRUSTEE 1.0 0.0 X 0 0 0 Craig W Smith Chief Investment Officer 5.0 40.0 X 0 549656 73310 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 40.0 10.0 X 0 377311 42356 Anthony P Monaco TRUSTEE - END DATE 6/30/2023 1.0 60.0 X 0 1034376 136425 Saheba Sahni Investment Officer 40.0 10.0 X 0 215774 12855 0 2852056 338075 0 false true false 0 0 0 0 0 0 0 141459 141459 0 0 2083840 3969066 -1885226 0 -1885226 -1885226 0 0 0 0 0 -1743767 0 0 -1743767 422512 380261 42251 241477 217329 24148 131466 118319 13147 30409 30409 39650 39650 85851 85851 33453 33453 0 0 786 786 11956 11956 106157 106157 DUES AND MEMBERSHIP FEES 5750 5750 0 0 0 0 1109467 990271 119196 0 7295900 388581 0 0 0 0 0 0 0 0 1033382 0 91591039 91575443 0 993438 663679 100913759 92627703 145909 140005 6920531 1819845 0 0 282358 2076615 7348798 4036465 93564961 88591238 93564961 88591238 100913759 92627703 -2853234 -2120489 0 X false true X true false X X X 1 TRUSTEES OF TUFTS COLLEGE 042103634 2 true 1032000 0 1 1032000 0 true false false false false false false false false false false false false false false true false Schedule A, Part I LINE 11(G)(V) - AMOUNT OF MONETARY SUPPORT TRUSTEES OF TUFTS COLLEGE (TUFTS), A SUPPORTED ORGANIZATION OF THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST (THE TRUST), PAID OPERATING COSTS FOR THE TRUST TOTALING $955,000 FOR THE YEAR-ENDED JUNE 30, 2024. THE TRUST REIMBURSED TUFTS FOR $897,000 OF THESE COSTS. CONSIDERING THE TIMING OF THE YEAR-END THE TRUST HAD UNDERPAID TUFTS APPROXIMATELY $58,000 WHICH IS CURRENTLY REFLECTED AS AN ACCOUNT PAYABLE TO TUFTS. THE OPERATING COSTS INCURRED BY THE TRUST INCLUDE SALARIES, BENEFITS AND OTHER GENERAL AND ADMINISTRATIVE COSTS. THE SALARIES AND BENEFITS COSTS ARE ATTRIBUTABLE TO EMPLOYEES OF TUFTS UNIVERSITY WHO MANAGE THE TRUST'S INVESTMENTS. FOR THE YEAR ENDED JUNE 30, 2024, THE TRUST PAID IN CASH $5,100,686 OF PREVIOUSLY ACCRUED GRANTS PAYABLE TO TUFTS AND had AN OUTSTANDING GRANT PAYABLE TO TUFTS FOR $1,819,845. THE CASH ASSOCIATED WITH THE GRANT WAS TRANSFERRED TO TUFTS BASED ON THE TRUST'S GRANT DISTRIBUTION GUIDELINES. FOR THE YEAR ENDED 6/30/24 $1,819,845 WILL BE TRANSFERRED TO TUFTS OVER A SHORT-TERM BASIS. THE TRUST PAYS INTEREST TO THE UNIVERSITY ON THE NON-CURRENT GRANTS PAYABLE AMOUNT. INTEREST PAYABLE AMOUNTED TO $77,000 AT JUNE 30, 2024. DURING YEAR ENDED JUNE 30, 2024, THE TRUST RECEIVED A LINE OF CREDIT OF $10,000,000 FROM TUFTS. THE LINE OF CREDIT IS USED FOR PORTFOLIO MANAGEMENT PURPOSES TO REDUCE THE NEED TO MAKE SHORT-TERM TRADES TO MAINTAIN CASH LEVELS DURING TRANSACTIONS AND MATURES IN SEPTEMBER 2026. THE AVERAGE RATE WAS 5.94% FOR 2024. AS OF JUNE 30, 2024 THE OUTSTANDING BALANCE ON THE LINE OF CREDIT FOR THE TRUST AMOUNTED TO $2,000,000. 93564961 0 -3864256 0 990271 119196 88591238 102013729 0 -7395930 0 991543 61295 93564961 99719995 1547580 3421780 1181588 1372587 121451 102013729 82005163 2875911 30561878 14838921 782506 101530 99719995 96113870 -13272707 730334 105666 82005163 0.0 0.0 1.0 false false VENTURE CAPITAL 5462846 F PRIVATE EQUITY 83119612 F PRIVATE REAL ESTATE 2992985 F 91575443 Interest Payable-Related Party 76615 LINE OF CREDIT 2000000 2076615 X -3864256 -2120489 0 -2120489 -1743767 0 0 -1743767 1109467 0 0 1109467 0 0 1109467 Schedule D, Part V, Line 4 Intended uses of endowment funds THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST INTENDS TO USE THE ENDOWMENT FUNDS TO ACHIEVE MISSION RELATED ACTIVITIES BY MAKING INVESTMENTS THAT PROMOTE: ECONOMIC INCLUSION, HEALTH & WELLNESS, REAL ESTATE, EDUCATION, ACCESS TO ENERGY AND NATURAL RESOURCES, AND SOCIAL INSTITUTIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Trust has an exemption from federal and state income tax under Section 501(c)(3) of the Internal Revenue Code and accordingly, no provision for income taxes is included in the financial statements. US GAAP requires the Trust to evaluate tax positions taken by the Trust and recognize a tax liability (or asset) if the Trust has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Trust has analyzed the tax positions taken and has concluded that as of June 30, 2024, 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. Central America and the Caribbean 0 0 Program Services INVESTMENTS 6687000 Europe (Including Iceland and Greenland) 0 0 Program Services INVESTMENTS 22638000 North America (Canada & Mexico only) 0 0 Program Services INVESTMENTS 393000 Sub-Saharan Africa 0 0 Program Services INVESTMENTS 3754000 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 7459 0 0 0 0 0 0 33479459 0 33479459 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SUB-SAHARAN AFRICA-Accrual X false true false false false false false true false Michael W Howard TRUSTEE - START DATE 1/9/2024 0 649278 0 0 0 25661 0 41490 0 31639 0 748068 0 0 TRYFAN D EVANS DIRECTOR OF INVESTMENTS 0 330734 0 45800 0 777 0 41490 0 866 0 419667 0 48623 Craig W Smith Chief Investment Officer 0 504052 0 44762 0 842 0 41490 0 31820 0 622966 0 47748 Saheba Sahni Investment Officer 0 207358 0 8274 0 142 0 12726 0 129 0 228629 0 8772 Anthony P Monaco TRUSTEE - END DATE 6/30/2023 0 984880 0 0 0 49496 0 41490 0 94935 0 1170801 0 0 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 $44,762 IN 2023. 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. TRYFAN D. EVANS, DIRECTOR OF INVESTMENTS, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE WHICH ALLOW FOR UP TO 96% OF BASE SALARY EARNINGS. HE RECEIVED A PAYOUT AMOUNT OF $45,800 IN 2023. 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. SAHEBA SAHNI, INVESTMENT OFFICER, PARTICIPATED IN AN EMPLOYEE INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE WHICH ALLOW FOR UP TO 60% OF BASE SALARY EARNINGS. SHE RECEIVED A PAYOUT AMOUNT OF $8,274 IN 2023. 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 THE THREE INVESTMENT OFFICERS ARE EMPLOYEES OF TRUSTEES OF TUFTS COLLEGE AND PARTICIPATED IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED NON-FIXED PAYMENTS FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THESE AMOUNTS ARE A COMPONENT OF THE TOTAL REPORTABLE AMOUNTS AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II) Schedule J, Part III SCH J, PART II THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST (THE TRUST) DOES NOT HAVE ITS OWN EMPLOYEES. THE SALARY EXPENSE, BENEFITS AND PAYROLL TAXES REPORTED WITHIN PART IX, FUNCTIONAL EXPENSES, REPRESENT OPERATING EXPENSE REIMBURSEMENTS TO THE TRUSTEES OF TUFTS COLLEGE (TUFTS) FOR USE OF ITS EMPLOYEES. FURTHER, ANY RELATED ORGANIZATION AMOUNTS LISTED REFLECT INCENTIVE PAYMENTS TIED DIRECTLY TO TUFTS OR THE TRUST INCENTIVE PLANS. MISSION OF ORGANIZATION The purpose of the fund is to support, benefit, and carry out the purposes of its public charity beneficiaries, including the Trustees of Tufts College, by making investments that have an impact on a range of societal challenges by empowering people to accelerate positive change. During the year ended June 30, 2024, the Omidyar-Tufts Active Citizenship Trust disbursed $4.3 million in investments. At June 30, 2024 the fund had made 40 investments and $209 million in investment commitments since inception. To date, the fund has provided investment capital in North America, Latin America, Africa, Europe and Central Asia. The fund currently has investments in 45 countries. The sectors in which the Trust invests are currently as follows: (a) Economic Inclusion: including, but not limited to, financial inclusion (microfinance, microinsurance, payments & remittances, etc.), enabling small- and medium-sized enterprises, community development, entrepreneurial ecosystems, and economic resilience; (b) Health & Wellness: including, but not limited to, healthcare services & delivery, drug development and biotechnology, wellness & healthy lifestyles, and addressing environmental & social determinants of health; (c) Real Estate: including, but not limited to, affordable housing, workforce housing, and community institutions (e.g., schools; medical facilities); (d) Education: including, but not limited to, early childhood & k-12 education, workforce training, education technology, educator training, student finance, and personalized & adaptive learning; (e) Access to Energy & Natural Resources: including, but not limited to, clean water & water rights, distributed power generation and grid and off-grid energy access. (f) Social Institutions: including, but not limited to, internet privacy & digital rights, technology that increases accountability and transparency, and tools that enable and empower civic engagement. Form 990, Part V, Line 2a SALARY EXPENSE REIMBURSEMENT TO RELATED ORGANIZATIONS THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST DOES NOT HAVE ITS OWN EMPLOYEES. THE SALARY EXPENSE REPORTED IN THE STATEMENT OF FUNCTIONAL EXPENSES REPRESENT AN EXPENSE REIMBURSEMENT TO THE TRUSTEES OF TUFTS COLLEGE FOR USE OF ITS EMPLOYEES. Form 990, Part V, Line 3a UNRELATED BUSINESS INCOME - FOREIGN INVESTMENTS DISCLOSURE THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST DOES NOT HAVE ANY UNRELATED BUSINESS GROSS INCOME OF $1,000 OR MORE. HOWEVER, IN ORDER TO MEET ITS DISCLOSURE REQUIREMENTS, A FORM 990-T IS FILED WITH THE IRS AS A RESULT OF THE VARIOUS FOREIGN INVESTMENTS HELD DURING THE FISCAL YEAR. 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 SUBMITTED FOR REVIEW BY MANAGEMENT. THE RETURN WAS THEN PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST (THE TRUST), BEING A RELATED ORGANIZATION OF TRUSTEES OF TUFTS COLLEGE (TUFTS), ADHERES TO THE SAME TUFTS COMPLIANCE POLICY FOR CONFLICTS OF INTEREST DISCLOSURES. REGARDING THE TRUST GOVERNING BODY, ONE OF THE TRUSTEES IS A CURRENT MEMBER OF TUFTS GOVERNING BODY AND ANOTHER TRUSTEE IS A CURRENT OFFICER OF TUFTS. ONE HIGHLY COMPENSATED EMPLOYEE IS ALSO A HIGHLY COMPENSATED EMPLOYEE FOR TUFTS. THE TRUST'S CHIEF INVESTMENT OFFICER AND DIRECTOR OF INVESTMENTS ARE ALSO THE CHIEF INVESTMENT OFFICER AND DIRECTOR OF INVESTMENTS FOR TUFTS. THE CHIEF INVESTMENT OFFICER OF THE TRUST IS ALSO A HIGHLY COMPENSATED EMPLOYEE FOR TUFTS. AFTER THE FISCAL-YEAR END, ALL OFFICERS, HIGHLY COMPENSATED EMPLOYEES, KEY EMPLOYEES AND GOVERNING BOARD MEMBERS ARE PROVIDED WITH AN ELECTRONIC ANNUAL DISCLOSURE QUESTIONNAIRE FORM WHICH IS USED TO REVEAL CONFLICTS OF INTEREST. EACH MEMBER IS REQUIRED, AFTER READING THE CONFLICT OF INTEREST POLICY, 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 OTHER TRUSTEES, THE SAME REQUEST FOR CONFLICTS OF INTEREST DISCLOSURES IS MADE PRIOR TO THE FILING OF THE FORM 990. AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE TUFTS AUDIT COMMITTEE VIA THE TUFTS EXECUTIVE VP OR TUFTS 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 15a Process to establish compensation of top management official IN ADDITION TO THE GOVERNING BOARD OF TRUSTEES, THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST(THE TRUST) HAS ONE KEY EMPLOYEE, TRYFAN EVANS, DIRECTOR OF INVESTMENTS, WHO MANAGES THE DAILY INVESTMENT OPERATIONS OF THE TRUST. AS AN EMPLOYEE OF TRUSTEES OF TUFTS COLLEGE HIS COMPENSATION IS PAID DIRECTLY BY TRUSTEES OF TUFTS COLLEGE. THE TRUST REIMBURSES TRUSTEES OF TUFTS COLLEGE AS PART OF THE OPERATING COSTS OF THE TRUST. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES USING COMPENSATION SURVEYS AND COMPARABLE LOCAL MARKET DATA WHICH IS MAINTAINED BY HUMAN RESOURCES. Form 990, Part VI, Line 19 Required documents available to the public THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE COMPANY'S AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT OF INTEREST AND BUSINESS CONDUCT POLICIES ARE AVAILABLE UPON REQUEST BY CONTACTING, VIA EMAIL, THE TUFTS UNIVERSITY, EXECUTIVE DIRECTOR OF PUBLIC RELATIONS AT PATRICK.COLLINS@TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (E) COMPENSATION FROM RELATED ORGANIZATIONS A) HIGHEST COMPENSATED EMPLOYEE'S NAME: ANTHONY P. MONACO B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D)COMPENSATION DESCRIPTION: ANTHONY P. MONACO IS THE PRESIDENT EMERITUS AND UNIVERSITY PROFESSOR AT THE TRUSTEES OF TUFTS COLLEGE. HE IS 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 IS THE EXECUTIVE VP AT THE TRUSTEES OF TUFTS COLLEGE. HE IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) KEY EMPLOYEE'S NAME: CRAIG W. SMITH B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D)COMPENSATION DESCRIPTION: CRAIG W. SMITH , THE TRUSTS' CHIEF INVESTMENT OFFICER , IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HE ALSO SERVES AS THE TRUSTEES OF TUFTS COLLEGE CIO AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) KEY EMPLOYEE'S NAME: TRYFAN D. EVANS B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: TRYFAN D. EVANS, DIRECTOR OF INVESTMENTS, WORKS FULL TIME ON THE DAILY INVESTMENT OPERATIONS OF THE TRUST. HOWEVER, HE IS AN EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE (TUFTS) AND IS COMPENSATED BY TUFTS. HE ALSO PARTICIPATES IN AN INCENTIVE PLAN FOR BOTH TUFTS AND THE TRUST. A) HIGHEST COMPENSATED EMPLOYEE'S NAME: SAHEBA SAHNI B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: SAHEBA SAHNI, INVESTMENT OFFICER, WORKS FULL TIME ON THE DAILY INVESTMENT OPERATIONS OF THE TRUST. HOWEVER, SHE IS AN EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE (TUFTS) AND IS COMPENSATED BY TUFTS. SHE ALSO PARTICIPATES IN AN INCENTIVE PLAN FOR BOTH TUFTS AND THE TRUST. Form 990, Part VII, Section A, Line 1a, Column (D) REPORTABLE COMPENSATION FROM THE ORGANIZATION TRYFAN D. EVANS, THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST DIRECTOR OF INVESTMENTS IS COMPENSATED AS AN EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HOWEVER, HIS SALARY AND BENEFITS HAVE BEEN CHARGED TO THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST AS TRYFAN SERVICES THE TRUST IN A FULL-TIME CAPACITY. HIS COMPENSATION IS ALSO LISTED AS AN OPERATING COST ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES. SAHEBA SAHNI, THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST INVESTMENT OFFICER IS COMPENSATED AS AN EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HOWEVER, HER SALARY AND BENEFITS HAVE BEEN CHARGED TO THE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST AS SAHEBA SERVICES THE TRUST IN A FULL-TIME CAPACITY. HER COMPENSATION IS ALSO LISTED AS AN OPERATING COST ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES. TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 042103634 EDUCATION MA 501(c)(3) 2 NA false 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 6044 30723 1 true PERPETUAL TRUSTS - (7) 80 George Street Medford MA 02155 SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUSTS - (25) 80 George Street Medford MA 02155 SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUSTS - (1) 80 George Street Medford MA 02155 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 -205428 138234 1 true BRAINGATE INC 80 GEORGE STREET MEDFORD MA 02155 475489178 PATENT HOLDINGS MA TRUSTEES OF TUFTS COLLEGE C Corporation -5304 90000 1 true false false false false true false false false false false false false true true true true false true false TRUSTEES OF TUFTS COLLEGE M 955000 FAIR MARKET VALUE TRUSTEES OF TUFTS COLLEGE P 897000 FAIR MARKET VALUE TRUSTEES OF TUFTS COLLEGE R 5100686 FAIR MARKET VALUE TRUSTEES OF TUFTS COLLEGE E 2000000 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, AND TEXAS. Schedule R, Part II, Column (a) TUFTS VETERINARY TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC.