2025-05-12T15:52:17+00:00 2024-06-30 990 2023-07-01 042103634 Trustees of Tufts College TRUS 6176274337 80 George Street Attn Tax Dept Medford MA 02155 JAMES M HURLEY VP FINANCE & TREASURER 6176274337 2025-05-12 2023 2025-03-06 01:10:19Z Tufts University Sunil Kumar President 80 George Street Attn Tax Dept Medford MA 02155 3193300323 false X www.tufts.edu X 1852 MA Education and Research 39 37 13436 0 7286218 0 341596825 316725772 938845352 969339328 58744799 103608023 -96527 111664 1339090449 1389784787 215359131 219213511 0 697679355 739492908 1826405 1665624 28600271 408136683 424926147 1323001574 1385298190 16088875 4486597 4585938808 4731548193 1257130697 1237975211 3328808111 3493572982 SEE SCHEDULE O false false 723743901 188317765 835515664 INSTRUCTION - DURING THE 2023-2024 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,634 UNDERGRADUATE, 1,554 GRADUATE, 628 PROFESSIONAL AND 195 CERTIFICATE. 344090790 30895746 126109023 RESEARCH -THERE WERE 1,145 GOVERNMENT AND 740 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2024. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS. 108976533 0 7270359 AUXILIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2024 FISCAL YEAR THERE WERE 65 RESIDENCE HALLS HOUSING 4,063 STUDENTS. APPROXIMATELY 5,440 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. 1176811224 true false false true false false true true true true true false false true true false true true true true true true true true false false true true true true false false false false false false false false true true true true false false true true true true true false true X 2751 0 true 13436 true true true true HK KE SL SP UG UK UV CI CH ET FR GM GH false false false true true false false false false true false X 39 37 false false false false false false false true true false false true true true true true true true true false CA LA MA MS MT ND OK WV X Jonathan Pearsall - Exec Director & University Controller 6176273816 80 George Street Medford MA 02155 Jeffrey M Moslow Trustee - Vice Chair 3.0 1.0 X X 0 0 0 Peter R Dolan Trustee - Chairman 3.0 0 X X 0 0 0 Sunil Kumar Trustee & University President - Start Date 7/1/2023 60.0 0 X X 577870 0 108628 Ancy Verdier Trustee 3.0 0 X 0 0 0 Andre Baynes Trustee - Start Date 11/4/2023 3.0 0 X 0 0 0 Ankur A Sahu Trustee 3.0 0 X 0 0 0 Brian J McCarthy Trustee 3.0 0 X 0 0 0 Christopher J McKown Trustee 3.0 0 X 0 0 0 Cristiana Falcone Trustee 3.0 0 X 0 0 0 Cynthia Smith Trustee - Start Date 11/4/2023 3.0 0 X 0 0 0 Daniel Zilberman Trustee 3.0 0 X 0 0 0 David A Chang Trustee 3.0 0 X 0 0 0 Diana V Lopez Trustee 3.0 0 X 0 0 0 Dina A Al-Tayeb Trustee 3.0 0 X 0 0 0 Doug Harris Trustee 3.0 0 X 0 0 0 Douglas Rachlin Trustee 3.0 0 X 0 0 0 E Michael Fung Trustee 3.0 0 X 0 0 0 Eileen A Aptman Trustee 3.0 0 X 0 0 0 Elizabeth Cochary Gross Trustee - End Date 11/4/2023 3.0 0 X 0 0 0 Elyse A Newhouse Trustee - End Date 11/4/2023 3.0 0 X 0 0 0 Janice B Moriarty Trustee 3.0 0 X 0 0 0 Jason P Epstein Trustee 3.0 0 X 0 0 0 John R Ball Trustee - End Date 11/4/2023 3.0 0 X 0 0 0 Jonathan M Pruzan Trustee 3.0 0 X 0 0 0 Kalahn Taylor-Clark Trustee 3.0 0 X 0 0 0 Katherine A Kaplan Trustee 3.0 0 X 0 0 0 Kenneth C Fan Trustee 3.0 0 X 0 0 0 Kesha Pollack Porter Trustee - Start Date 11/4/2023 3.0 0 X 0 0 0 Kristy Endo Trustee 3.0 0 X 0 0 0 Lisa S Anderson Trustee - End Date 11/4/2023 3.0 0 X 0 0 0 Lisbeth A Tarlow Trustee 3.0 0 X 0 0 0 Lori Roth Trustee 3.0 0 X 0 0 0 Maria A Oquendo Trustee 3.0 0 X 0 0 0 Maria T Madison Trustee 3.0 0 X 0 0 0 Mariann A Youniss Trustee 3.0 0 X 0 0 0 Mark D Goodman Trustee 3.0 0 X 0 0 0 Neal B Shapiro Trustee - End Date 11/4/2023 3.0 0 X 0 0 0 Peter M Fasolo Trustee 3.0 0 X 0 0 0 Rebecca J Neary Trustee 3.0 0 X 0 0 0 Robert R Gheewalla Trustee 3.0 0 X 0 0 0 Sam W Ho Trustee 3.0 0 X 0 0 0 Steven E Karol Trustee 3.0 0 X 0 0 0 Theodore R Tye Trustee 3.0 0 X 0 0 0 Vivek R Shah Trustee 3.0 0 X 0 0 0 Amartya Kumar Ray See Schedule O for Title 40.0 0 X 236861 0 58151 Barbara Stein VP Operations 40.0 0.3 X 366976 0 71467 Caroline Genco Provost and Senior Vice President 40.0 0.0 X 719194 0 57518 Christopher M Sedore VP - Information Technology, CIO 40.0 0 X 444354 0 68027 Elizabeth Mcclain Associate Treasurer 40.0 0.3 X 221821 0 110782 Eric C Johnson See Schedule O for Title 40.0 0 X 586862 0 66620 James M Hurley CFO, VP-Finance & Treasurer 40.0 3.0 X 497027 0 52922 Joshua Else SVP - University Advancement - Start Date 2/5/2024 40.0 0 X 0 0 0 Kim Ryan VP Human Resources 40.0 0.3 X 376530 0 66027 Mary R Jeka SVP - University Relations and General Counsel 40.0 0 X 567222 0 52970 Michael Rodman VP Communications & Marketing 40.0 0 X 265747 0 67365 Michael W Howard Executive VP 40.0 0.3 X 674939 0 73129 Paul J Tringale Secretary of Corporation 40.0 0 X 185994 0 185392 Sara M Judge VP Development 40.0 0 X 450454 0 52438 Alastair E Cribb Dean Cummings School 40.0 0 X 341395 0 66922 Daniel Jay Dean School for Graduate Biomedical Sciences End Date 6/30/2023 40.0 0 X 255607 0 40013 Helen W Boucher Dean of Medical School 40.0 0 X 802322 0 67731 James M Glaser Dean Arts & Sciences - End Date 6/30/2024 40.0 0 X 450732 0 51714 Kyongbum Lee Dean of Engineering 40.0 0 X 421932 0 71966 Nadeem Karimbux Dean Dental School 40.0 0 X 451042 0 75131 Anthony P Monaco President Emeritus and University Professor (See Schedule O) 60.0 1.0 X 1034376 0 136425 Craig W Smith Chief Investment Officer 40.0 5.0 X 549656 0 73310 Matthias Scheutz Professor of Computer Science 40.0 0 X 470441 0 85424 Rachel E Kyte Dean Fletcher School 40.0 0 X 834591 0 38442 Wael Att Professor of Dental Medicine - End Date 8/12/2023 40.0 0 X 472564 0 39842 Deborah Blackie Interim VP Human Resources - End Date 7/20/2020 40.0 1.0 X 193318 0 32634 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 40.0 0 X 210569 0 32415 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 40.0 0 X 187787 0 31051 12848183 0 1934456 1712 true true false Windover Construction Inc 66 Cherry Hill Dr Beverly MA 01915 Construction 13522690 C & W Facility Services Inc 275 Grove St Ste 3-200 Auburndale MA 02466 Cleaning 12895600 DC Beane and Associates Construction Co 1 Historical Park Bldg 125 Charlestown MA 02129 Construction 9209671 Bowdoin Construction Corp 220-1 Reservoir St Needham Heights MA 02494 Construction 7861431 Dellbrook JKS 536 Granite Street Braintree MA 02184 Construction 6147936 325 341457 212066369 104317946 13204099 316725772 INSTRUCTION 900099 835515664 835515664 CLINICAL AND OTHER EDUCATION 541900 126109023 126109023 AUXILLIARY ENTERPRISES 900099 7714641 7270359 444282 0 0 0 0 969339328 36758297 4095696 32662601 43900 43900 1591343 1369531 221812 0 221812 221812 1868481318 1801631592 66849726 0 66849726 2746240 64103486 360365 341457 514413 -154048 -154048 0 0 0 0 0 1389784787 968895046 7286218 96877751 26680251 26680251 186130337 186130337 6402923 6402923 11776810 3251626 7919135 606049 704331 354660 349671 574891945 473887119 83691121 17313705 39878356 32171952 6475990 1230414 76800730 62706305 10988150 3106275 35440736 28176315 6159085 1105336 7731446 4803254 2925992 2200 612100 612100 769828 769828 1665624 1665624 1669802 1669802 68032370 54272782 13745439 14149 2262759 1940097 292041 30621 64871476 42793977 20999810 1077689 18259899 3543038 14572549 144312 1982279 1982279 54125364 50966055 2744607 414702 17103061 14978468 1675104 449489 6511093 4549580 1445494 516019 38942306 37876550 757561 308195 75180131 73143800 1441172 595159 SUBSIDIARY EXPENSE-TVETS 22720582 22720582 EQUIPMENT PURCHASES 17191421 16606259 585162 BOOKS, PERIODICALS & MEDIA 13482898 13440437 33076 9385 GOODS AND SERVICES 9792838 9766324 16691 9823 3684494 3666254 17115 1125 1385298190 1176811224 179886695 28600271 33156313 62425148 124812112 115052049 49621664 48361610 0 0 0 0 40741910 42647911 2502750 1935690 8922255 12075971 2403854071 1146752129 1194824383 1257101942 467648733 522501661 2509466112 2532884039 24409359 19969363 129833217 116592809 4585938808 4731548193 174448577 184992656 49520709 48043194 941988110 930805095 6934550 6892993 0 0 84238751 67241273 1257130697 1237975211 1693460897 1806617290 1635347214 1686955692 3328808111 3493572982 4585938808 4731548193 X 4486597 149207721 11070553 X false true X true true true X 304378403 313433588 356701853 341596825 316725772 1632836441 0 0 0 0 304378403 313433588 356701853 341596825 316725772 1632836441 0 1632836441 15580535 19584652 23079018 31025868 38239492 127509565 0 0 0 0 0 0 0 0 0 0 0 0 1760346006 1631575831 0.9276 0.9380 X X 0 769828 769828 769828 769828 1357271903 1409122666 1358041731 1409892494 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 574059 582089 593195 769828 2519171 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 18902 7104373 X X X X true false true X 2449948375 34504727 200283679 34599981 65920395 6382603 2577833802 2391304115 48398160 75023106 31059172 28108217 5609617 2449948375 2698529774 55810353 -271696170 29143211 57246300 4950331 2391304115 1937273772 135758727 724280771 28499308 64642354 5641834 2698529774 1909607240 35369988 50424668 24458128 27259879 6410117 1937273772 0.435 0.364 0.201 false false 99246204 99246204 2016197251 965494573 1050702678 288410616 181257556 107153060 1257101942 Other Investments 14537346 F Private Equities 837298335 F Private Real Estate 154286656 F Funds Held Under Bond Agreements 1663 F Private Natural Resources 131634169 F Private Credit 40325720 F Public Equity Domestic 581979030 F PUBLIC EQUITY FOREIGN 204287081 F PUBLIC EQUITY GLOBAL 129250750 F MARKETABLE ALTERNATIVES 439283289 F 2532884039 Interest Rate Agreements 21351684 Government Advances 13161696 Leasing Liability - Operating Leases 32727893 67241273 X 1383780787 149207721 -157280104 -8072383 1391853170 -2068383 -2068383 1389784787 1219015917 21826719 21826719 1197189198 188108992 188108992 1385298190 Schedule D, Part XI FINANCIAL STATEMENTS TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. Schedule D, Part III, Line 4 Collections of art - description of collections THE ART COLLECTIONS AT THE UNIVERSITY INCLUDE PAINTINGS, DISPLAYS, BOOKS AND HISTORICAL ARTIFACTS WHICH ARE PUT TO USE WITHIN THE ORGANIZATIONS' INSTRUCTION AND ACADEMIC RESEARCH AREA. THESE COLLECTIONS HELP TO FURTHER OUR EXEMPT PURPOSE BY ENRICHING THE STUDENTS WHICH ENCOURAGES LEARNING AND PROVIDES OPPORTUNITIES THAT ALLOW FOR RESEARCH INTO SPECIFIC ART DISCIPLINES. FURTHER, THE VARIOUS ART COLLECTIONS BECOME PART OF THE UNIVERSITY ART GALLERY AND ARE DISPLAYED PERIODICALLY DURING ART SHOWS, LECTURE-SERIES AND EXHIBITS AND PROMOTIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement TRUSTEES OF TUFTS COLLEGE (THE UNIVERSITY) IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. Schedule D, Part V, Line 4 Intended uses of endowment funds TRUSTEES OF TUFTS COLLEGE (THE UNIVERSITY) HAS INTENDED USES FOR THE ORGANIZATIONS' ENDOWMENT FUNDS BY PROVIDING RESOURCES TO MAINTAIN REAL ESTATE WITH CAPITAL IMPROVEMENTS AND ENHANCEMENTS; SUPPORTING ACADEMIC AND RESEARCH OPERATIONS; PROVIDING FINANCIAL SUPPORT AND SCHOLARSHIPS FOR STUDENTS AND SUSTAINING FUNDING FOR FUTURE FINANCIAL OBLIGATIONS OF THE UNIVERSITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote US GAAP requires Trustees of Tufts College (The University) to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Tufts has analyzed the tax positions taken and has concluded that as of June 30, 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Consolidated entities revenue - 28107238 Change in split interest agreement - 1376424 Tuition discount - -XXX-XX-XXXX Investment in Tufts Shared Services, Inc - 1233094 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental expense netted with rental income - -1666102 Inter-departmental requisition revenue - 112132 Fundraising expense netted with fundraising Income - -514413 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental expense netted with rental income - 1369531 Inter-departmental requisition revenue - 296571 Fundraising expense netted with Fundraising income - 514413 Consolidated entities expenses - 28037581 Cumulative effect of account change SFAS 158 - -914580 Change in fair value of interest rate agreements - -7476797 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Consolidated entities expenses - 112132 Tuition discount - XXX-XX-XXXX true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY TRUSTEES OF TUFTS COLLEGE ("THE UNIVERSITY") IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES AND STRIVES TO BUILD A COMMUNITY WHERE ALL PROSPECTIVE AND CURRENT STUDENTS, FACULTY AND STAFF RESPECT THE RIGHTS OF OTHERS. AS SUCH, THE UNIVERSITY MAINTAINS ITS NONDISCRIMINATORY POLICIES AND PROCEDURES ON ITS INTERNET HOME PAGE. THE UNIVERSITY HOMEPAGE: WWW.TUFTS.EDU, DISCLOSES AN EQUAL OPPORTUNITY AND NONDISCRIMINATION STATEMENT INCLUDING INSIGHTS ABOUT TUFTS' NONDISCRIMINATORY CULTURE. ALL VISITORS ARE ABLE VIEW THESE UPDATES AND ENHANCEMENTS JUST BY SCROLLING ON THE MAIN HOMEPAGE. THE HOMEPAGE FURTHER ALIGNS WITH THE RECENT IRS CHANGES AND MODIFICATIONS TO IRS REVENUE PROCEDURE 75-50, 1975-2 C.B.587, WHICH ALLOW SCHOOLS TO MAINTAIN AND MEET THE PUBLICITY REQUIREMENTS OF OUR RACIALLY NONDISCRIMINATORY POLICY USING TECHNOLOGY ADVANCES PURSUANT TO SECTION 4.03 OF IRS REV. PROC. 2019-22, I.R.B. 1260 Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT TRUSTEES OF TUFTS COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM MANY GOVERNMENT AGENCIES. DURING THE FISCAL YEAR, ASSISTANCE WAS RECEIVED IN THE FORM OF HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS; PELL GRANTS; SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS AND FEDERAL WORK STUDY FUNDS. ADDITIONALLY, STUDENTS CURRENTLY ENROLLED AT THE UNIVERSITY ALSO RECEIVE LOAN FUNDS THROUGH THE FEDERAL DIRECT LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS AWARDS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH, THE VA AND NASA. true Europe (Including Iceland and Greenland) 6 8 Program Services Study-Abroad Education Program 8442779 East Asia and the Pacific 3 2 Program Services Study-Abroad Education Program 663406 South America 1 0 Program Services Study-Abroad Education Program 377395 Sub-Saharan Africa 1 0 Program Services Study-Abroad Education Program 40797 Central America and the Caribbean 0 0 Grantmaking 31500 East Asia and the Pacific 0 0 Grantmaking 1228504 Europe (Including Iceland and Greenland) 0 0 Grantmaking 510048 Middle East and North Africa 0 0 Grantmaking 713818 North America (Canada & Mexico only) 0 0 Grantmaking 273020 Russia and Neighboring States 0 0 Grantmaking 68092 South America 0 0 Grantmaking 169261 South Asia 0 0 Grantmaking 1249602 Sub-Saharan Africa 0 0 Grantmaking 2159078 Central America and the Caribbean 0 0 Investments 629490000 Europe (Including Iceland and Greenland) 0 0 Investments 97483000 North America (Canada & Mexico only) 0 0 Investments 9226000 Sub-Saharan Africa 0 0 Investments 4525000 Central America and the Caribbean 0 0 Program Services Travel for Mission Related Activities 8391 East Asia and the Pacific 0 0 Program Services Travel for Mission Related Activities 168819 Europe (Including Iceland and Greenland) 0 0 Program Services Travel for Mission Related Activities 385460 Middle East and North Africa 0 0 Program Services Travel for Mission Related Activities 37389 North America (Canada & Mexico only) 0 0 Program Services Travel for Mission Related Activities 79581 Russia and Neighboring States 0 0 Program Services Travel for Mission Related Activities 2583 South America 0 0 Program Services Travel for Mission Related Activities 25491 South Asia 0 0 Program Services Travel for Mission Related Activities 58289 Sub-Saharan Africa 0 0 Program Services Travel for Mission Related Activities 108448 Central America and the Caribbean 0 0 Fundraising 222 East Asia and the Pacific 0 0 Fundraising 1700 Europe (Including Iceland and Greenland) 0 0 Fundraising 4635 Middle East and North Africa 0 0 Fundraising 2337 North America (Canada & Mexico only) 0 0 Fundraising 442 Sub-Saharan Africa 0 0 Fundraising 1866 11 10 0 0 11 10 752126300 5410653 757536953 Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 87830 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 694735 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 35952 Electronic Funds Transfer South Asia SUBCONTRACT RESEARCH GRANT 89461 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 26395 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 19560 Wire Transfer North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 134036 Electronic Funds Transfer North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 5026 Check Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 5100 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 33965 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 7500 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 575000 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 21725 Electronic Funds Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 15663 Wire Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 59125 Wire Transfer North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 6250 Wire Transfer South Asia SUBCONTRACT RESEARCH GRANT 26832 Wire Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 26385 Wire Transfer South Asia SUBCONTRACT RESEARCH GRANT 523397 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 47005 Wire Transfer South Asia SUBCONTRACT RESEARCH GRANT 27000 Wire Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 87360 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 175224 Wire Transfer Middle East and North Africa SUBCONTRACT RESEARCH GRANT 440764 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 23225 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 133463 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 9634 Wire Transfer North America (Canada & Mexico only) SUBCONTRACT RESEARCH GRANT 49196 Check Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 8193 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 185000 Wire Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 48500 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 60564 Wire Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 10948 Electronic Funds Transfer Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 32614 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 30266 Wire Transfer Sub-Saharan Africa SUBCONTRACT RESEARCH GRANT 171746 Wire Transfer East Asia and the Pacific SUBCONTRACT RESEARCH GRANT 129309 Wire Transfer South Asia SUBCONTRACT RESEARCH GRANT 57448 Wire Transfer Middle East and North Africa SUBCONTRACT RESEARCH GRANT 111019 Check Europe (Including Iceland and Greenland) SUBCONTRACT RESEARCH GRANT 10184 Wire Transfer 28 12 Fellowships Central America and the Caribbean 3 5616 Electronic Funds Transfer Fellowships East Asia and the Pacific 13 115951 Electronic Funds Transfer Fellowships Europe (Including Iceland and Greenland) 12 69659 Electronic Funds Transfer Fellowships Middle East and North Africa 12 73491 Electronic Funds Transfer Fellowships North America (Canada & Mexico only) 1 27685 Electronic Funds Transfer Fellowships Russia and Neighboring States 1 500 Electronic Funds Transfer Fellowships South America 5 56486 Electronic Funds Transfer Fellowships South Asia 26 367132 Electronic Funds Transfer Fellowships Sub-Saharan Africa 16 208157 Wire Transfer International Program Advances Sub-Saharan Africa 1 30095 Wire Transfer Scholarships Central America and the Caribbean 12 25709 Electronic Funds Transfer Scholarships East Asia and the Pacific 66 214285 Electronic Funds Transfer Scholarships Europe (Including Iceland and Greenland) 55 109089 Electronic Funds Transfer Scholarships Middle East and North Africa 26 59683 Electronic Funds Transfer Scholarships North America (Canada & Mexico only) 15 39103 Electronic Funds Transfer Scholarships Russia and Neighboring States 12 50042 Electronic Funds Transfer Scholarships South America 38 97105 Electronic Funds Transfer Scholarships South Asia 53 134741 Electronic Funds Transfer Scholarships Sub-Saharan Africa 48 102167 Electronic Funds Transfer Student Prizes Central America and the Caribbean 1 175 Electronic Funds Transfer Student Prizes East Asia and the Pacific 19 16619 Electronic Funds Transfer Student Prizes Europe (Including Iceland and Greenland) 10 10698 Electronic Funds Transfer Student Prizes Middle East and North Africa 3 5944 Electronic Funds Transfer Student Prizes North America (Canada & Mexico only) 4 7656 Electronic Funds Transfer Student Prizes Russia and Neighboring States 1 300 Electronic Funds Transfer Student Prizes South America 1 1000 Electronic Funds Transfer Student Prizes South Asia 4 5430 Electronic Funds Transfer Student Prizes Sub-Saharan Africa 1 6146 Electronic Funds Transfer Student Stipends Middle East and North Africa 2 200 Electronic Funds Transfer Student Stipends South America 1 150 Electronic Funds Transfer Student Stipends South Asia 1 1650 Wire Transfer Student Stipends Sub-Saharan Africa 2 1000 Wire Transfer Subcontract Research Grants Europe (Including Iceland and Greenland) 1 12000 Wire Transfer Subcontract Research Grants Middle East and North Africa 1 22717 Wire Transfer Subcontract Research Grants East Asia and the Pacific 3 102530 Wire Transfer Subcontract Research Grants South America 1 14520 Wire Transfer Subcontract Research Grants Sub-Saharan Africa 2 126447 Wire Transfer Subcontract Research Grants South Asia 1 4084 Wire Transfer true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual X X X X X X X false 0 0 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SMFA ART SALE 701822 341457 360365 257 40085 474071 0 0 701822 341457 360365 257 40085 474071 514413 -154048 true 1890 Universities Foundation 1220 L St NW Ste 1000 Washington DC 200054825 205683899 501(C)(3) 13518 SUBCONTRACT GRANT AWARD 20 Moves LLC 418 Broadway Ste R Albany NY 122072922 922308040 FOR PROFIT 218040 SUBCONTRACT GRANT AWARD Accompany Doula Care Inc 69 Court St Newton MA 024581262 854386027 501(C)(3) 29746 SUBCONTRACT GRANT AWARD American University 4400 Mass Ave NW Washington DC 200168065 530196549 501(C)(3) 10914 SUBCONTRACT GRANT AWARD Arizona State University PO Box 876011 Tempe AZ 852876011 860196696 501(C)(3) 273668 SUBCONTRACT GRANT AWARD Asian Women for Health Inc 83 Wallace St Somerville MA 02144 320390494 501(C)(3) 120782 SUBCONTRACT GRANT AWARD Auburn University 208 M White Smith Hall Auburn AL 368495110 270307838 501(C)(3) 6277 SUBCONTRACT GRANT AWARD Augusta Univ Research Institute Inc 1120 15th Street Augusta GA 309120004 581418202 501(C)(3) 15659 SUBCONTRACT GRANT AWARD Baystate Medical Center 2 Morrissey Blvd Dorchester MA 02241 042790311 501(C)(3) 68774 SUBCONTRACT GRANT AWARD Beth Israel Deaconess Medical Center 330 Brookline Ave Boston MA 02215 042103881 501(C)(3) 122458 SUBCONTRACT GRANT AWARD Board of Regents of Nevada 1664 No Virginia St Reno NV 89557 886000024 501(C)(3) 96084 SUBCONTRACT GRANT AWARD Trustees of Boston College 140 Commonwealth Ave Chestnut Hill MA 02467 042103545 501(C)(3) 46743 SUBCONTRACT GRANT AWARD Boston Medical Center Gambro Bldg 2nd fl/660 Harrison Ave Boston MA 02118 043314093 501(C)(3) 28856 SUBCONTRACT GRANT AWARD Boston University Grants Receivables PO Box 28763 New York NY 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GRANT AWARD Yale University PO Box 1873 New Haven CT 065081873 060646973 501(C)(3) 178345 SUBCONTRACT GRANT AWARD 125 14 SCHOLARSHIPS 7549 182575635 FELLOWSHIPS 617 2521251 STUDENT & FACULTY PRIZES 574 580707 STUDENT STIPENDS 785 452744 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. X X X X X true true X X X X X true true false true false false false true true true Sunil Kumar Trustee & University President - Start Date 7/1/2023 523544 0 0 0 54326 0 41490 0 67138 0 686498 0 0 0 Jean E Ayers Interim VP - Communications & Marketing - End Date 8/27/2018 209686 0 0 0 883 0 23663 0 8752 0 242984 0 0 0 Deborah Blackie Interim VP Human Resources - End Date 7/20/2020 191108 0 0 0 2210 0 21144 0 11490 0 225952 0 0 0 Mary R Jeka SVP - University Relations and General Counsel 537231 0 0 0 29991 0 41490 0 11480 0 620192 0 0 0 Paul J Tringale Secretary of Corporation 184810 0 0 0 1184 0 21907 0 163485 0 371386 0 0 0 Eric C Johnson See Schedule O for Title 560240 0 0 0 26622 0 41490 0 25130 0 653482 0 0 0 Elizabeth Mcclain Associate Treasurer 220897 0 0 0 924 0 26216 0 84566 0 332603 0 0 0 Barbara Stein VP Operations 360881 0 0 0 6095 0 41490 0 29977 0 438443 0 0 0 Michael Rodman VP Communications & Marketing 244536 0 0 0 21211 0 33947 0 33418 0 333112 0 0 0 Michael W Howard Executive VP 649278 0 0 0 25661 0 41490 0 31639 0 748068 0 0 0 Sara M Judge VP Development 426782 0 1415 0 22257 0 41490 0 10948 0 502892 0 0 0 James M Hurley CFO, VP-Finance & Treasurer 468058 0 0 0 28969 0 41490 0 11432 0 549949 0 0 0 Christopher M Sedore VP - Information Technology, CIO 420779 0 0 0 23575 0 41490 0 26537 0 512381 0 0 0 Kim Ryan VP Human Resources 351436 0 0 0 25094 0 41490 0 24537 0 442557 0 0 0 Amartya Kumar Ray See Schedule O for Title 236620 0 0 0 241 0 29510 0 28641 0 295012 0 0 0 Caroline Genco Provost and Senior Vice President 713889 0 0 0 5305 0 41490 0 16028 0 776712 0 0 0 Joyce S Knoll Interim Dean Cummings School - End Date 7/14/2019 185669 0 0 0 2118 0 20277 0 10774 0 218838 0 0 0 James M Glaser Dean Arts & Sciences - End Date 6/30/2024 447560 0 0 0 3172 0 41490 0 10224 0 502446 0 0 0 Daniel Jay Dean School for Graduate Biomedical Sciences End Date 6/30/2023 250513 0 0 0 5094 0 29803 0 10210 0 295620 0 0 0 Alastair E Cribb Dean Cummings School 339023 0 0 0 2372 0 41490 0 25432 0 408317 0 0 0 Nadeem Karimbux Dean Dental School 448911 0 0 0 2131 0 41490 0 33641 0 526173 0 0 0 Helen W Boucher Dean of Medical School 726267 0 72500 0 3555 0 41490 0 26241 0 870053 0 0 0 Kyongbum Lee Dean of Engineering 420875 0 0 0 1057 0 41490 0 30476 0 493898 0 0 0 Anthony P Monaco President Emeritus and University Professor (See Schedule O) 984880 0 0 0 49496 0 41490 0 94935 0 1170801 0 0 0 Rachel E Kyte Dean Fletcher School 299510 0 0 0 535081 0 38236 0 206 0 873033 0 0 0 Craig W Smith Chief Investment Officer 504052 0 44762 0 842 0 41490 0 31820 0 622966 0 47748 0 Wael Att Professor of Dental Medicine - End Date 8/12/2023 167403 0 4118 0 301043 0 19195 0 20647 0 512406 0 0 0 Matthias Scheutz Professor of Computer Science 468922 0 0 0 1519 0 41490 0 43934 0 555865 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING CALENDAR YEAR 2023 ONE HIGHLY COMPENSATED EMPLOYEE TRAVELED USING SUCH AIRLINE ACCOMODATIONS, THE VALUE OF WHICH WAS NOT INCLUDED IN THEIR TAXABLE COMPENSATION AS THIS ACTIVITY WAS A BUSINESS EXPENSE. Schedule J, Part I, Line 1a Travel for companions THE FORMER PRESIDENT TRAVELED FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES WERE FOR A BONA FIDE BUSINESS PURPOSE AND WERE NOT INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM THE INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CALENDAR YEAR 2023, Two Current OFFICERs AND ONE Highest compensated employee RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, ALL OF WHICH WERE INCLUDED IN TAXABLE COMPENSATION TO THE EMPLOYEES. Schedule J, Part I, Line 1a Housing allowance or residence for personal use AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. AS SUCH, THE VALUE OF ON-CAMPUS HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION, BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Schedule J, Part I, Line 1a Personal services THE UNIVERSITY offers HOUSECLEANING AS A PERSONAL SERVICE at the President's residence. The former President received such services. The value of the services are included in taxable compensation and grossed up. THE UNIVERSITY PROVIDES A DRIVER AND VEHICLE FOR THE PRESIDENT FOR CERTAIN UNIVERSITY EVENTS. NO AMOUNT OF THIS BENEFIT HAS BEEN TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4a Severance or change-of-control payment WAEL ATT RECEIVED A ONE-TIME SEVERANCE PAYMENT IN THE AMOUNT OF $250,000 DURING CALENDAR YEAR 2023. RACHEL KYTE RECEIVED A ONE-TIME SEVERANCE PAYMENT IN THE AMOUNT OF $466,713 DURING CALENDAR YEAR 2023. 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. SUNIL KUMAR, TRUSTEE & UNIVERSITY PRESIDENT, PARTICIPATED IN AN EXECUTIVE 457(F) INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB PERFORMANCE WHICH ALLOWS FOR UP TO 10% OF ANNUAL BASE GROSS SALARY FOR EACH PLAN YEAR DURING THE TERM OF HIS EMPLOYMENT AT THE UNIVERSITY. HE RECEIVED A PAYOUT OF $0 IN 2023. THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING FIVE YEARS. HE WILL BE 100% VESTED IN THE DEFERRED COMPENSATION, EARNINGS, AND LOSSES ON JUNE 30, 2028 PROVIDED HE IS ACTIVELY EMPLOYED AS THE PRESIDENT OF THE UNIVERSITY THROUGH THAT DATE. THE ACTUAL INCENTIVE PAYOUT WILL BE MADE WITHIN 60 DAYS OF JUNE 30, 2028. CAROLINE GENCO, PROVOST AND SENIOR VICE PRESIDENT, PARTICIPATED IN AN EXECUTIVE 457(F) INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB PERFORMANCE WHICH ALLOWS FOR UP TO 10% OF ANNUAL BASE GROSS SALARY FOR EACH PLAN YEAR DURING THE TERM OF HER EMPLOYMENT AT THE UNIVERSITY. SHE RECEIVED A PAYOUT OF $0 IN 2023. THE TERMS OF THE INCENTIVE PAYOUTS INCLUDE A VESTING SCHEDULE COVERING TWO YEARS. SHE WILL BE 100% VESTED IN THE DEFERRED COMPENSATION, EARNINGS, AND LOSSES ON JULY 31, 2025, PROVIDED SHE IS ACTIVELY EMPLOYED AS THE PROVOST AND SENIOR VICE PRESIDENT OF THE UNIVERSITY THROUGH THAT DATE. THE ACTUAL INCENTIVE PAYOUT WILL BE MADE WITHIN 60 DAYS OF JULY 31, 2025. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization ONE FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE PARTICIPATED IN A GROUP DENTAL PRACTICE, CALLED TUFTS DENTAL ASSOCIATE (TDA) , WHERE HE PRACTICES DENTISTRY. AS A MEMBER OF TDA, HE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS, WHICH IS BASED ON NET COLLECTIONS FOR THE PRACTICE. Schedule J, Part I, Line 7 Non-fixed payments Certain individuals listed in Schedule J, Part II received NON-FIXED BONUS PAYMENTS FOR EXTRAORDINARY JOB PERFORMACE. THE amounts of such bonuses are shown on Schedule J, Part II, Column B(ii). One INVESTMENT OFFICE EMPLOYEE PARTICIPATED IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED a NON-FIXED PAYMENT FOR INDIVIDUAL JOB PERFORMANCE AND FOR ACHIEVING CERTAIN GOALS AND OBJECTIVES. THis AMOUNT is A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B) AND is REPORTED IN SCHEDULE J, PART II, COLUMN B(II) Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THE PRESIDENT, THE DEAN OF ENGINEERING, AND THE DEAN Of the MEDICAL SCHOOL ARE SERVING UNDER THEIR INITIAL CONTRACTS. A MHEFA Series N 042456011 57586CV36 2008-03-27 140600000 REFUND ISSUE DATED 08/05/2004 & 01/12/2006 false false false B MHEFA Series M 042456011 57586ejt9 2009-06-11 66548467 REFUND ISSUE DATED 04/01/1998 false false false C MHEFA SERIES G 042456011 57586EKD2 2009-07-01 27900000 REFUND ISSUES DATED 6/14/1995 & 6/07/2001 false false false D MDFA Series P 043431814 57583r7l3 2011-02-08 50532192 REFUND ISSUE DATED 04/03/2001 false false false A 35200000 0 140600000 0 0 0 600000 0 0 0 140000000 0 2008 true false true true B 29865000 0 66548467 0 0 0 538881 0 0 0 66009586 0 2009 true false true true C 3600000 27900000 27900000 2009 true false true true D 50532192 532192 50000000 2011 true false true true A false true true true true true 0.0 0.0 0.0 false false true B 0.0 C 0.0 D true 0.0 A false false true false true true DEUTSCHE BANK & BNY MELLON 10.0 true false false Deutsche Bank and Bank of America false true B false false true false false false false false true C false false true false true false false false true D false false true false true true BNY MELLON 25.0 false false false false true A true B true C true D true Schedule K, Part I SEVEN DEBT ISSUES ARE LISTED ON SCHEDULE K & MULTIPLE SCHEDULES ARE ATTACHED Schedule K, Part IV, Line 3 MDFA SERIES (MASTER LEASE AGREEMENT) RATE IS VARIABLE FOR YEARS(S) 1 & 2 AND CONVERTS TO A FIXED RATE FOR THE REMAINDER OF THE TERM. Schedule K, Part I, Column (b) CUSIP # MDFA SERIES (MASTER LEASE AGREEMENT) DOES NOT HAVE A CUSIP Schedule K, Part II, Line 11 ALL COLUMNS THAT ARE FROM REFUNDINGS THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW Schedule K, Part III Column (D) SERIES 2011P IS A REFUNDING OF AN ISSUE DATED PRIOR TO 12/31/2002 AND THEREFORE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part III, Line 6 ALL SERIES WITH 0.0% WHILE THERE MAY BE LEASES, MANAGEMENT CONTRACTS, OR RESEARCH AGREEMENTS OCCURRING IN BOND FINANCED PROPERTY, DUE TO EQUITY CONTRIBUTIONS OR OTHER PRIVATE BUSINESS USE EXCEPTIONS, THE ARRANGEMENTS DO NOT GENERATE PRIVATE BUSINESS FOR THE CURRENT REPORTING PERIOD Schedule K, Part III COLUMNS (B) & (C) BOTH SERIES M & SERIES G ARE REFUNDING'S OF AN ISSUES DATED PRIOR TO 12/31/2002 AND THEREFORE ARE EXEMPT FROM REPORTING ON PART III OF SCHEDULE K Schedule K, Part II, Line 1 COLUMN (A) AS PART OF A REMEDIAL ACTION PROCEEDS FROM THE SALE OF A BOSTON BUILDING WERE USED TO RETIRE SERIES N DEBT. Schedule K, Part II, Line 2 COLUMN (A) AS PART OF A REMEDIAL ACTION, PROCEEDS FROM THE SALE OF BOSTON BUILDING WERE USED TO DEFEASE SERIES Q DEBT. Schedule K, Part II, Line 3 COLUMN (C) SERIES R ISSUED AT PAR AND DUE IN AUGUST, 2048 Schedule K, Part II, Line 1 COLUMN B ANNUAL PRINCIPAL PAY-DOWN AND RETIREMENT OF MULTIPLE BONDS Schedule K, Part II, Line 10 COLUMN (C) SERIES R HAD FINAL SPEND-DOWN OF PROCEEDS ON PROJECTS Schedule K, Part II, Line 3 COLUMN C THE DIFFERENCE IN SERIES R PROCEEDS IS ATTRIBUTABLE TO INVESTMENT EARNINGS Schedule K, Part I MHEFA & MDFA MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY Schedule K, Part IV, Line 2c COLUMN A Issuer name: MDFA SERIES Q The calculation for computing no rebate due was performed on 08/02/2021 Schedule K, Part IV, Line 2c COLUMN C Issuer name: MDFA SERIES R The calculation for computing no rebate due was performed on 12/31/2023 A MDFA SERIES Q 043431814 57583U4K1 2015-02-26 78544431 REFUND ISSUE DATED 11/13/2008 & CONSTRUCT FACILITY true false false B MDFA SERIES (MASTER LEASE AGRMNT) 043431814 000000000 2015-03-17 28000000 CONSTRUCT FACILITY false false false C MDFA SERIES R 043431814 57584YNF2 2018-12-13 34000000 IMPROVEMENTS TO EXISTING BUILDINGS false false false A 15430000 2365000 78544431 728677 5700580 72115174 2016 false true true true B 22022366 28000000 66569 27933431 2016 false false true true C 34317229 384520 33932709 0 2019 false false true true A false true true true true true 0.0 0.0 0.0 false false true B false true false false 0.0 0.0 0.0 false false true C false true true true true true 0.0 0.0 0.0 false false true A false false false true false false false false true B false false true false true false false false true C false false true true true false false false true A true B true C true Steven Block Spouse of Current Trustee 354660 Employment false Robert Ferrin Spouse of Current Officer 101924 Employment false X 9 18902 Market value X 2157 Market value X 145 8275436 Market value X 6 635524 Market value X 13 1429326 Market value X CONTRIBUTION PORTION FROM THE SMFA ART SALE 2 341457 Market value X Rental Reduction 2 2057148 Market value X Credit Points 2 64139 Market value X Educational Materials 2 91000 Market value X Equipment 14 244632 Market value X Dinner Events and Meetings 5 23465 Market value X Sport/Concert Tickets 1 20913 Market value 0 false true true Schedule M, Part I NON-CASH CONTRIBUTIONS THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL-YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE UNIVERSITY ADVANCEMENT OFFICE AND THE SCHOOL OF MUSEUM OF FINE ARTS (SMFA) MANAGED AN ANNUAL FUNDRAISING ART SALE EVENT DURING THE FISCAL YEAR, 6/30/2024. IN ORDER TO CREATE A SEAMLESS PROCESS FOR LOGISTICS AND SALES TRANSACTIONS, THREE SEPARATE ONLINE SERVICE PROVIDERS WERE USED TO FACILITATE AND SHOWCASE VARIOUS PIECES OF ARTWORK DESIGNED BY LOCAL ARTISTS AND STUDENTS FROM SMFA. FIRST, ARTCALL.ORG IS AN ONLINE SERVICE PLATFORM FOR ARTISTS THAT TUFTS UTILIZES SOLEY TO COLLECT ARTWORK SUBMISSIONS. SECOND, ARTWORKARCHIVE.COM IS A SERVICE PROVIDER USED AS OUR ARTWORK COLLECTIONS MANAGEMENT PLATFORM THAT IS ALSO USED TO SHOWCASE WORKS OF ART FOR THE PUBLIC FACING DIGITAL EXHIBITION. LASTLY, TO FACILITATE A SECURE ENVIRONMENT FOR ALL INDIVIDUAL SALES TRANSACTIONS AND PAYMENTS, AN ENTITY CALLED CLOVER NETWORK, INC., WAS UTILIZED AS A "POINT-OF-SALE" PLATFORM TO ACCEPT AND PROCESS CARD PAYMENTS THROUGH POINT-TO-POINT ENCRYPTED DEVICES. Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. AS A RESULT OF HAVING SUCH A LARGE AUDIENCE OF VOLUNTEERS ACROSS OUR 4 CAMPUSES, THE ACCOUNTING PROCESS IS QUITE FRAGMENTED. THEREFORE, WITHOUT A CENTRALIZED COUNTING SYSTEM TO TRACK ALL OF OUR VOLUNTEERS, THERE IS CURRENTLY NOT AN ACCURATE WAY TO PROPERLY TRACK OR REASONABLY ESTIMATE THE ACTUAL NUMBER OF THOSE INDIVIDUALS PARTICIPATING IN VOLUNTEER-RELATED ACTIVITIES. Form 990, Part III, Line 1 Tufts University is a student-centered research institution dedicated to the creation and application of knowledge. With approximately 12,615 full-time students from 124 countries, we are committed to providing A transformative experience for students and faculty in an inclusive and collaborative environment where creative scholars generate bold ideas, innovate in the face of complex challenges and distinguish themselves as active citizens of the world. TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD AND TUFTS IS RECOGNIZED AMONGST THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE ANNUAL INFORMATION TAX FILING FOR FY24. AS PART OF THAT EFFORT IT INCLUDED A LIMITED-SCOPE TAX ENGAGEMENT WITH PRICEWATERHOUSECOOPERS, LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS THEN REVIEWED BY MANAGEMENT AND THE AUDIT, RISK AND COMPLIANCE COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY FOR THEIR REVIEW PRIOR TO IT BEING FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND A DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS ON AN ANNUAL BASIS. THESE INDIVIDUALS ARE ASKED TO READ THE CONFLICT OF INTEREST POLICY AND COMPLETE AN INTERNET-BASED QUESTIONNAIRE. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND SUBMITTED ELECTRONICALLY TO THE TRUSTEES OFFICE. IN ADDITION, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT, RISK, AND COMPLIANCE COMMITTEE. THE AUDIT, RISK, AND COMPLIANCE COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ON ANY NECESSARY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES COMPREHENSIVE AND RELEVANT RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERIENCE WITH COMPENSATION MATTERS. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES THAT HAVE BEEN GATHERED FROM WILLIS TOWERS WATSON, AN EXTERNAL, GLOBAL, PROFESSIONAL SERVICES COMPANY. THE EXECUTIVE COMPENSATION SURVEY INCLUDES SELECT PEER INSTITUTIONAL DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES ASSEMBLES INFORMATION FROM THE CUPA HIGHER EDUCATION SALARY SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW BEFORE THE CLOSE OF THE FISCAL YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS, KEY EMPLOYEES AND DEANS, THE UNIVERSITY HUMAN RESOURCES OFFICE USED COMPENSATION SURVEYS TO BENCHMARK EACH INDIVIDUAL'S JOB TO THE RELEVANT MARKET TO ENSURE PROPER EQUITABLE COMPENSATION. ADDITIONALLY, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT, PROVOST AND EXECUTIVE VICE PRESIDENT, AS WELL AS THE SENIOR VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, SENIOR VICE PRESIDENT FOR UNIVERSITY RELATIONS AND GENERAL COUNSEL, FOR THEIR DIRECT REPORTS WHO FALL INTO THESE CATEGORIES. Form 990, Part VI, Line 19 Required documents available to the public TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL INFORMATION IS AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS are included as an attachment to the MASSACHUSETTS Form PC, which is a public document AND can also be found with THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ON THE TUFTS UNIVERSITY WEBSITE, AT WWW.TUFTS.EDU. Form 990, Part VII, Section A, Line 1a, Column (A) NAMES & TITLES Dr. Anthony Monaco left his position as University President on 7/1/2023. He continues to be employed at the University as a Professor. Eric C. Johnson serves as Senior Philanthropic Advisor and Assistant Secretary of the Corporation - Start Date 2/5/2024. He previously served as SVP - University Advancement up until 2/4/2024. Amartya Kumar Ray serves as VP for Strategic Initiatives & Chief of Staff - Start Date 2/28/2024. His previous role was Chief of Staff and Senior Advisor to the President & Assistant Secretary of the Corporation until 2/27/2024. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Consolidated Entities Revenue - 69657; Cumulative Effect of Accounting Change SFAS 158 - 914581; Change in split Interest Agreement - 1376424; Change in fair value of interest rate agreements - 7476796; Investment in Tufts Shared Services, Inc. - 1233095; TUDC LLC 80 GEORGE STREET Medford MA 02155 000897713 REAL ESTATE DEVELOPMENT MA 0 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 80 GEORGE STREET MEDFORD MA 02155 042103634 CONSUMER PUBLISHING & MEDIA DE 2523489 2189124 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 80 GEORGE STREET MEDFORD MA 02155 800754011 HEALTH AND WELLNESS SERVICES MA 0 0 TRUSTEES OF TUFTS COLLEGE TAS Operations LLC 149 New Sweden Road Woodstock CT 06281 042103634 Veterinary Services CT 2212606 0 Trustees of Tufts College Tufts Global UK Limited 981763554 Support 0 0 Trustees of Tufts College Route 741 Holdings LLC 4400 Easton Commons Way Suite 125 Columbus OH 43219 042103634 Real Estate Holding OH 0 0 Trustees of Tufts College OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 80 GEORGE STREET MEDFORD MA 02155 043828582 INVESTMENT IN POSITIVE SOCIETAL CHANGE MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP 14 Capen Street MEDFORD MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY (SEE ATTACHED) 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 80 GEORGE STREET MEDFORD MA 02155 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE true TUFTS GLOBAL INC 80 GEORGE STREET MEDFORD MA 02155 474543971 FOREIGN OPERATIONS SUPPORT ORGANIZATION MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE true CIVIC EDUCATION FOUNDATION 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 Trustees of Tufts College true JM HOLDINGS INC 80 GEORGE STREET MEDFORD MA 02155 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation 6044 30723 1 true PERPETUAL TRUSTS - (7) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUSTS - (25) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUSTS - (1) 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 138234 1.00 true BRAINGATE INC 80 GEORGE STREET MEDFORD MA 02155 475489178 Patent Holdings MA TRUSTEES OF TUFTS COLLEGE C Corporation 90000 1 true true true true true false false false false false false true true true true true true true true true WALNUT HILL PROPERTIES CORP D 13296938 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 1881759 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 89540 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP S 51318 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC C 787984 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC L 863604 FAIR MARKET VALUE TUFTS VETERINARY TREATMENT & SPECIALTIES INC Q 1327129 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST A 77000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST D 2000000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST L 955000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST Q 897000 FAIR MARKET VALUE OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST S 5100686 FAIR MARKET VALUE TUFTS SHARED SERVICES M 4403000 FAIR MARKET VALUE TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST L 91000 FAIR MARKET VALUE TUFTS GLOBAL INC M 693613 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 I, Column (c) DISREGARDED ENTITY TUFTS GLOBAL UK LIMITED - LEGAL DOMICILED COUNTRY is in UNITED KINGDOM (ENGLAND) Schedule R, Part II, Column (a) TUFTS VETERINARY TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC. Trustees of Tufts College 80 George Street Attn Tax Dept Medford MA 02155 042103634 X 0 769828 769828 1357271903 1358041731 1000000 250000 0 0 0 OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 80 GEORGE STREET ATTN TAX DEPT Medford MA 02155 043828582 0 0 0 1109467 1109467 185947 46487 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON STREET BOX 821 BOSTON MA 02111 237000827 0 0 0 23877435 23877435 1000000 250000 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 22625438 22625438 1000000 250000 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 3525257 3525257 326263 81566 0 0 0 TUFTS GLOBAL INC 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 474543971 0 0 0 713166 713166 131975 32994 0 0 0