2025-05-12T15:19:21+00:00 2024-06-30 990 2023-07-01 474543971 Tufts Global Inc TUFT 6176273816 80 George Street Attn Tax Dept Medford MA 02155 JAMES M HURLEY V.P FINANCE, CFO & TREASURER 2025-05-12 2023 2025-03-06 01:10:19Z JAMES M HURLEY 80 George Street Attn Tax Dept Medford MA 02155 693643 false X N/A X 2015 MA A RELATED ORGANIZATION CONDUCTING, SUPPORTING AND FACILITATING EDUCATIONAL AND RESEARCH ACTIVITIES ABROAD FOR TRUSTEES OF TUFTS COLLEGE 3 0 0 0 0 0 0 810893 693613 10 30 0 810903 693643 0 0 560280 469236 0 0 270166 243929 830446 713165 -19543 -19522 90464 39967 46983 16008 43481 23959 THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES (WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE) BENEFITING, SUPPORTING, PERFORMING THE FUNCTIONS OF, AND CARRYING OUT THE PURPOSES OF THE TRUSTEES OF TUFTS COLLEGE, A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION. ADDITIONALLY, THE CORPORATION HAS BEEN FORMED FOR THE BENEFIT OF THE TRUSTEES OF TUFTS COLLEGE IN ORDER TO CONDUCT, SUPPORT AND FACILITATE EDUCATIONAL AND RESEARCH ACTIVITIES WITHIN AND OUTSIDE OF THE UNITED STATES AND TO RECEIVE GRANTS FROM ORGANIZATIONS, INCLUDING GOVERNMENT ORGANIZATIONS, LOCATED WITHIN AND OUTSIDE OF THE UNITED STATES. false false 713165 693613 TUFTS GLOBAL BACKGROUND: TUFTS GLOBAL, INC. (TGI) FUNCTIONS TO SUPPORT AN INTERNATIONAL INFRASTRUCTURE FOR THE BENEFIT OF ITS PARENT ENTITY AND SUPPORTED ORGANIZATION, TRUSTEES OF TUFTS COLLEGE (TUFTS). OPERATIONALLY, TGI CONTINUES TO FUNCTION AS AN AFFILIATE TO TUFTS AND HAS EXECUTED ON ITS MISSION-RELATED SERVICES FOR TUFTS FOREIGN US-AID GRANT ACTIVITIES. FROM A FINANCIAL PERSPECTIVE THE TGI FIELD LOCATIONS CONTINUE TO INCUR LOCAL, IN-COUNTRY GRANT-RELATED COSTS TO STAY OPERABLE IN THE COURSE OF THE SUPPORTIVE MISSION-RELATED ACTIVITIES. THIS RELATIONSHIP ALLOWS FOR INTERCOMPANY AFFILIATE CROSS-CHARGES FOR SUCH COSTS. DURING THE FISCAL YEAR THERE ARE ADMINISTRATIVE BILLINGS BY TGI FOR WHICH TUFTS CREATES REIMBURSEMENTS TO TGI FOR THESE LOCALLY INCURRED GRANT-RELATED COSTS. DURING FY24, FROM A LOCALITY AND FOOTPRINT PERSPECTIVE, TGI CONTINUED TO MAINTAIN TWO SEPARATE BUSINESS OFFICE REGISTRATIONS OUTSIDE OF THE UNITED STATES FOR THE BENEFIT OF TUFTS. THE FIRST OFFICE, WHICH CONTINUES TO BE LOCATED IN KAMPALA, UGANDA, OPERATES AS AN ACTIVE AND FULLY-FUNCTIONAL, ON-THE-GROUND OFFICE. A SECOND BUSINESS REGISTRATION IS CURRENTLY MAINTAINED AND RECOGNIZED WITHIN KENYA. UGANDA RESEARCH GRANT ACTIVITIES: THE KARAMOJA RESILIENCE SUPPORT UNIT II (KRSU II) IS A FIVE-YEAR PROGRAM FUNDED BY USAID/UGANDA, WITH CONTRIBUTIONS FROM THE EMBASSY OF IRELAND IN UGANDA, AND RUNS TO 2028. KRSU II IS MANAGED BY ACDI/VOCA AND IMPLEMENTED BY TUFTS UNIVERSITY. THE OVERALL GOAL OF THE PROGRAM IS TO INCREASE THE EFFECTIVENESS AND EFFICIENCY OF DEVELOPMENT ASSISTANCE IN THE KARAMOJA REGION. KRSU II EMPHASIZES THE USE OF EXISTING AND NEW EVIDENCE TO GUIDE POLICY AND PROGRAMMING IN KARAMOJA AND WORKS VERY CLOSELY WITH THE GOVERNMENT OF UGANDA (GOU) TO STRENGTHEN THEIR CAPACITY FOR COORDINATION. THE PROGRAM HAS THREE OBJECTIVES AS FOLLOWS: OBJECTIVE 1: TURN EVIDENCE INTO ACTION (50% LOE) KRSU II WILL GENERATE AND DISSEMINATE NEW EVIDENCE AS WELL AS REVIEW SIGNIFICANT BODIES OF EXISTING KARAMOJA RESEARCH, TO INFORM GOU, DONORS, PARTNERS, USAID, AND OTHER STAKEHOLDERS AND GUIDE THE DEVELOPMENT PLANNING AND DELIVERY IN KARAMOJA. OBJECTIVE 2. PROMOTE AND FOSTER COLLECTIVE ACTION (20% LOE) KRSU II WILL FACILITATE COORDINATION OF GOU AND DEVELOPMENT AND HUMANITARIAN PARTNERS. THIS INCLUDES BOTH NETWORKING SUPPORT FOR KARAMOJA-BASED AGENCIES AND STAFF AND IDENTIFYING AREAS FOR COLLECTIVE ACTION OR ACTIVELY SUPPORTING COLLABORATIONS. OBJECTIVE 3: IMPROVE GOU COORDINATION TO IMPLEMENT DEVELOPMENT PLANS (30% LOE) KRSU II WILL BROADEN SUPPORT TO THE MINISTRY OF KARAMOJA AFFAIRS (MFKA) TO BETTER COORDINATE WITH DISTRICT AND SUB-COUNTY LEADERSHIP TO OPERATIONALIZE THE KARAMOJA INTEGRATED DEVELOPMENT PLAN III (KIDP III), GUIDE INVESTMENTS, AND SHARE RESULTS. KRSU II WILL WORK TO ENHANCE THE GOU'S CAPACITY TO EFFECTIVELY COORDINATE THE IMPLEMENTATION AND TRACK PROGRESS OF THE KIDP III OR OTHER GOU POLICY AND STRATEGY THAT REPLACES THE KIDP III. DURING THE FY24 PROGRAM YEAR, THE KRSU II TEAM ACCOMPLISHED THE FOLLOWING: * KRSU RESPONDED TO THE KNOWLEDGE GAPS AND REQUESTS FROM DEVELOPMENT PARTNERS (DPS), AND CONDUCTED STUDIES AS WELL AS UNDERTOOK CONSULTATIVE DOCUMENTATION IN THE FOLLOWING AREAS: O LAND ISSUES - SPECIFICALLY TO LOOK AT THE STATUS OF CUSTOMARY LAND OWNERSHIP AND TRENDS IN LAND ACQUISITION. o THE ESTIMATION OF WATER BORNE DISEASE PREVALENCE IN KARAMOJA. * KRSU FACILITATED THE PROCESS OF REKINDLING THE LINK BETWEEN KARAMOJA DEVELOPMENT PARTNERS AND GOVERNMENT (KDPG) AND MINISTRY OF KARAMOJA AFFAIRS. * KRSU FACILITATED THE ORGANIZING OF A 3 DAY KDPG MEETING IN KARAMOJA (MOROTO) IN MAY 2024 AIMED AT BRINGING ON BOARD KARAMOJA REGIONS PARTICIPATION IN THE MEETING AND ALSO GETTING THE DPS MORE ACQUAINTED TO THE KARAMOJA CONTEXT. * THE DONOR MAPPING EXERCISE IS ONGOING WITH A TOTAL OF 6 DEVELOPMENT PARTNERS WHO HAVE SUBMITTED THEIR DATA ON FUNDING AND DEVELOPMENT INITIATIVES THEY SUPPORT IN THE KARAMOJA REGION. * KRSU DISTRIBUTED 150 COPIES OF ITS NEWLY PUBLISHED REPORTS. * KRSU CONTINUED TO OFFER TECHNICAL CONSULTATIVE SUPPORT TO THE INDIVIDUALS AND ORGANIZATIONS LOOKING TO INVEST IN THE KARAMOJA REGION. * IN DECEMBER 2023, KRSU II CONDUCTED A RAPID IMPACT REVIEW TO GAUGE UNDERSTANDING OF HOW KRSU'S WORK BENEFITS AND IS UTILIZED IN KARAMOJA. THE REVIEW INVOLVED FACE-TO-FACE INTERVIEWS WITH A FEW PARTNERS - INCLUDING NON-GOVERNMENTAL ORGANIZATIONS (NGOS), UNIVERSITIES, ACADEMICS, LOCAL GOVERNMENT MEMBERS AND DONORS. THE RESPONSES ARE GENERALLY POSITIVE AND CONFIRMED THAT THE RESOURCES GENERATED BY KRSU ARE BEING ACCESSED AND USED BY SEVERAL ACTORS AND REGARDED AS USEFUL RESOURCES AS SOURCE OF EVIDENCE FOR PROGRAM AND STRATEGY DEVELOPMENT. * KRSU II COMPILED THE KDPG MEMBERS' FEEDBACK ON THE DRAFT KARAMOJA REGIONAL DEVELOPMENT PLAN. KRSU II CONSOLIDATED THE FEEDBACK REPORT AND SUBMITTED TO THE KDPG LEADERS. * KRSU II JOINED THE CHAIR AND CO-CHAIR OF THE KDPG AT A BRIEFING SESSION AT THE 'PARTNERS FOR DEMOCRACY AND GOVERNANCE' MONTHLY MEETING. * THE KRSU II IN PARTNERSHIP WITH KDF COMMENCED COMMUNITY LEVEL DISSEMINATION OF STUDY RESULTS FROM THE CONFLICT STUDIES UTILIZING RADIO STATIONS IN KARAMOJA. KENYA RESEARCH GRANT ACTIVITIES: THE RESEARCH GRANT IN KENYA CONTINUED ITS MISSION WORK WITH THE OBJECTIVE OF PROVIDING SUPPORT TO NAWIRI PARTNERS IN VARIOUS FUNCTIONS BY ASSISTING WITH THE CONTINUATION OF THREE PILOT PROGRAMS. 1. INTEGRATED MANAGEMENT OF ACUTE MALNUTRITION (IMAM) SURGE; 2. GRADUATION PILOT; AND 3. TRIALS OF IMPROVED PRACTICES (TIPS) ON TRADITION PRESERVATION TECHNIQUES. DURING THE FY24 PROGRAM YEAR, THE CRS KENYA TEAM ACCOMPLISHED THE FOLLOWING: * PLANNED AND COORDINATED THE PRODUCTION OF SITTING HEIGHT BOXES FOR THE LS ANNUAL SURVEY. * PLANNED AND PARTICIPATED IN THE WATER SAMPLE COLLECTION ACTIVITIES FOR THE PLANNED WATER QUALITY ANALYSIS FOR TOTAL COLIFORM AND E. COLI CONTAMINATION FOR ISIOLO COUNTY. * HELD MEETING WITH CONCERN WORLDWIDE AND MARSABIT COUNTY WATER QUALITY DEPARTMENT ON PLANS TO SHARE WATER QUALITY ANALYSIS DATA AND DATA COLLECTION PROTOCOL IN MARSABIT COUNTY. * PROVIDED WRITTEN INPUT TO THE KENYATTA UNIVERSITY (KU) LS YR 1 REPORT ON THE DESCRIPTIVE ANALYSIS OF NUTRITIONAL OUTCOMES AND POTENTIAL DRIVERS OF CHILD ACUTE MALNUTRITION. * COORDINATED THE SUBMISSION TO THE AMREF ESRC, A MODIFICATION TO THE LS ANNUAL SURVEY DATA COLLECTION INSTRUMENT, THE AMREF ESRC HAS SINCE APPROVED THE AMENDMENTS. * CO-PRESENTED (WITH KU) AND PARTICIPATED IN THE USAID NAWIRI HEALTH AND NUTRITION NATIONAL DEEP DIVE WORKSHOP HELD IN NAIVASHA, KENYA, IN AUGUST 2023. * PARTICIPATED IN THE FIRST JAMEEL OBSERVATORY-SPARC PROJECT. THE OBJECTIVE OF THE MEETING WAS TO FOSTER SYNERGIES, COLLABORATION, AND CROSS-FERTILIZATION AMONG ONGOING POST-DOCTORAL RESEARCH ACTIVITIES AROUND PASTORALISM IN DRYLANDS EAST AFRICA. OTHER SIGNIFICANT ACCOMPLISHMENTS BY THE CRS KENYA TEAM INVOLVED THE DISSEMINATION OF LS YR 1 FINDINGS. THESE ACCOMPLISHMENTS INCLUDED: * PROVIDED FEEDBACK TO THE NAWIRI PROGRAM SMT ON THE DISSEMINATION OF YR 1 FINDINGS TO USAID OFFICE OF PROGRAM QUALITY. * CO-PRESENTED QUALITATIVE RESEARCH FINDINGS (WITH THE FIC NAWIRI TEAM AT THE USAID WASHINGTON DC DISSEMINATION EVENT. * WROTE A DRAFT ON THE LESSONS FROM THE COMMUNITY DISSEMINATION OF YR 1 FINDINGS IN ISIOLO AND MARSABIT. * AFTER REVISION, THE ARTICLE TITLED "LESSONS FROM SHARING RESEARCH WITH COMMUNITIES IN NORTHERN KENYA" HAS BEEN ACCEPTED FOR PUBLICATION AND WAS MADE AVAILABLE ONLINE IN THE NOVEMBER 2024 ISSUE. * PLANNED AND COORDINATED THE JOINT DISCUSSIONS WITH THE MERCY CORPS (MC) LED CONSORTIUM ON THE PLANS FOR COLLABORATIVE ANALYSIS AND INTEGRATED PROGRAMMATIC IMPLICATION OF LS RESEARCH. * PROVIDED FEEDBACK TO THE NAWIRI PROGRAM SMT, HELD MEETINGS WITH NAWIRI COUNTY-LEADS BOTH ON THE COUNTY DISSEMINATION OF YR 1 FINDINGS AND ACTION POINTS FOR FOLLOW-UP. * PARTICIPATED IN PRODUCING DISSEMINATION MATERIALS FOR THE COUNTY DISSEMINATION OF LS YEAR 1 FINDINGS. * CO-PLANNED AND COORDINATED THE MOBILIZATION OF COUNTY STAKEHOLDERS FOR THE COUNTY DISSEMINATION OF LS YR 1 FINDINGS WITH THE CRS COUNTY TEAMS. * PLANNED AND COORDINATED THE JOINT DISCUSSIONS WITH THE MERCY CORPS-LED CONSORTIUM ON THE PLANS FOR COLLABORATIVE ANALYSIS AND INTEGRATED PROGRAMMATIC IMPLICATION OF LS RESEARCH. * PARTICIPATED IN BHA-NAWIRI PROGRAM SMT PLANNING MEETING ON JOINT DISSEMINATION OF LS FINDINGS AND RECORDED ACTION POINTS FOR DISCUSSION AND FOLLOW-UP WITH THE FIC RESEARCH TEAM. * PARTICIPATED IN NAWIRI PROGRAM/CRS STM DISCUSSIONS ON THE COSTED EXTENSION OF THE TUFTS ACTIVITIES TO SEPTEMBER 2024. * PARTICIPATED IN PREPARING THE FINAL LS RESEARCH REPORT. * COORDINATED (WITH KU) DISCUSSIONS WITH THE NAWIRI SMT ON THE JOINT DISSEMINATION OF THE LS RESEARCH FINDINGS. * CO-PLANNED AND COORDINATED WITH CRS, MERCY CORPS (AND ITS CONSORTIUM PARTNERS) THE DISCUSSIONS ON THE JOINT DISSEMINATION OF LS FINDINGS AND PLANNING OF THE JOINT NATIONAL DISSEMINATION EVENT WITH MC. 713165 true false false false false false false false false true false false false true false false true false true true false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 0 false true UG false false false false false false false false false false X 3 0 false false false false true true true true true false true true true true true true true true false false false MA X Jonathan Pearsall Exec Director & University Controller 6176273816 80 George Street Attn Tax Dept Medford MA 02155 James M Hurley CFO,VP-Finance & Treasurer 0.3 40.0 X X 0 497027 52922 John J Sanchez CLERK & DIRECTOR 0.3 40.0 X X 0 182567 46559 Michael W Howard Executive VP 0.3 40.0 X X 0 674939 73129 Akiyo Fujii Deputy General Counsel Bus Affairs 0.3 40.0 X 0 287626 35297 Barbara Stein VP Operations 0.3 40.0 X 0 366976 71467 Claudia Jackson Sr Director Tufts Support Services 0.3 40.0 X 0 188964 59522 Edward Mahoney Senior Director of Accounting & Associate Controller 0.3 40.0 X 0 219093 56170 Elizabeth Mcclain Associate Treasurer 0.3 40.0 X 0 221821 110782 Jonathan Pearsall University Controller 0.3 40.0 X 0 323028 38565 Kim Ryan VP - Human Resources 0.3 40.0 X 0 376530 66027 Nisreen Bagasra Chief Procurement Officer 0.3 40.0 X 0 289285 70665 Deborah Blackie Interim VP - Human Resources End Date 7/20/2020 0.3 40.0 X 0 193318 32634 0 3821174 713739 0 true true false 0 0 AFFILIATE SERVICE FEE 900099 693613 693613 0 0 0 0 693613 30 30 0 0 0 0 0 0 0 0 0 693643 693613 0 30 X 356063 356063 25597 25597 87576 87576 98306 98306 0 0 35040 35040 44577 44577 45577 45577 876 876 19553 19553 0 0 0 0 713165 713165 0 0 42184 11240 0 0 0 0 218015 189288 48280 28727 0 0 0 0 90464 39967 0 0 46983 16008 46983 16008 43481 23959 43481 23959 90464 39967 -19522 0 0 0 0 0 X false true X true false X X 1 TRUSTEES OF TUFTS COLLEGE 042103634 2 true 0 693613 1 0 693613 true false false false false false false false false false false false false false false true false Schedule A, Part I LINE 11(G)(VI) - AMOUNT OF MONETARY SUPPORT AS A SUPPORTING ORGANIZATION FOR TRUSTEES OF TUFTS COLLEGE (TUFTS), TUFTS GLOBAL, INC. (TGI) PROVIDED TUFTS WITH NON-MONETARY SUPPORT AND SERVICES WHICH INCLUDED REGISTERING TO DO BUSINESS AND FACILITATED ALL ADMINISTRATIVE FUNCTIONS REQUIRED FOR A LOCAL RESEARCH OFFICE TO BE MAINTAINED WITHIN FOREIGN COUNTRIES. THIS RELATIONSHIP ALLOWS FOR THE COMPLETION OF CERTAIN TASKS THAT WERE REQUIRED ON-THE-GROUND AND WITHIN THE DESIGNATED RESEARCH AREAS. ALSO, WHILE REGISTERED ABROAD, TGI PROVIDED ENGAGEMENT TO VARIOUS INDEPENDENT CONTRACTORS AND CONSULTANTS IN ORDER TO EDUCATE AND WORK WITH CERTAIN GOVERNMENT AGENCIES AND TO MEET SPECIFIC RESEARCH DELIVERABLES RELATED DIRECTLY TO ITS SUPPORTED ORGANIZATION, TRUSTEES OF TUFTS COLLEGE. 218015 189288 28727 28727 INTERCO - TUFTS - AFFILIATE PAYABLE 16008 16008 Sub-Saharan Africa 1 7 Program Services SALARIES AND WAGES FOR NON-US EMPLOYEES 356063 Sub-Saharan Africa 0 0 Program Services BENEFITS and PAYROLL TAXES PAID FOR NON-US EMPLOYEES 113173 Sub-Saharan Africa 0 0 Program Services PROFESSIONAL SERVICES FOR MISSION RELATED ACTIVITIES 96348 Sub-Saharan Africa 0 0 Program Services OFFICE EXPENSES FOR MISSION RELATED ACTIVITIES 35040 Sub-Saharan Africa 0 0 Program Services OCCUPANCY EXPENSES FOR MISSION RELATED ACTIVITIES 44578 Sub-Saharan Africa 0 0 Program Services TRAVEL FOR MISSION RELATED ACTIVITIES 45577 Sub-Saharan Africa 0 0 Program Services Conferences, Conventions, Meetings -Program 876 Sub-Saharan Africa 0 0 Program Services Books - Program 269 Sub-Saharan Africa 0 0 Program Services Equipment Purchases-Program 1689 1 7 0 0 1 7 693613 0 693613 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Accrual false false false false false false false false false John J Sanchez CLERK & DIRECTOR 0 181832 0 0 0 735 0 20818 0 25741 0 229126 0 0 Michael W Howard Executive VP 0 649278 0 0 0 25661 0 41490 0 31639 0 748068 0 0 James M Hurley CFO,VP-Finance & Treasurer 0 468058 0 0 0 28969 0 41490 0 11432 0 549949 0 0 Deborah Blackie Interim VP - Human Resources End Date 7/20/2020 0 191108 0 0 0 2210 0 21144 0 11490 0 225952 0 0 Elizabeth Mcclain Associate Treasurer 0 220897 0 0 0 924 0 26216 0 84566 0 332603 0 0 Barbara Stein VP Operations 0 360881 0 0 0 6095 0 41490 0 29977 0 438443 0 0 Akiyo Fujii Deputy General Counsel Bus Affairs 0 285754 0 0 0 1872 0 34885 0 412 0 322923 0 0 Claudia Jackson Sr Director Tufts Support Services 0 178298 0 0 0 10666 0 21618 0 37904 0 248486 0 0 Kim Ryan VP - Human Resources 0 351436 0 0 0 25094 0 41490 0 24537 0 442557 0 0 Edward Mahoney Senior Director of Accounting & Associate Controller 0 218167 0 0 0 926 0 26378 0 29792 0 275263 0 0 Jonathan Pearsall University Controller 0 293361 0 0 0 29667 0 25091 0 13474 0 361593 0 0 Nisreen Bagasra Chief Procurement Officer 0 288585 0 0 0 700 0 37447 0 33218 0 359950 0 0 Schedule J, Part II COLUMNS A-F TUFTS GLOBAL, INC. DOES NOT HAVE ITS OWN EMPLOYEES. AS A RESULT, ALL DISCLOSED INDIVIDUALS ON SCHEDULE J ARE PAID EMPLOYEES OF ITS PARENT COMPANY, TRUSTEES OF TUFTS COLLEGE, OF WHICH TUFTS GLOBAL, INC. PROVIDES SUPPORT FOR FOREIGN RESEARCH GRANT ACTIVITIES. Form 990, Part V, Line 2a Other IRS Filings and Tax Compliance TUFTS GLOBAL, INC. (TGI) DOES NOT HAVE ANY U.S. BASED EMPLOYEES. THEREFORE, THERE ARE NO IRS PAYROLL FORMS OR FILING REQUIREMENTS. ALL PAYROLL COSTS FOUND IN PART IX (LINES 7, 9 & 10) REPRESENT LOCALLY-EMPLOYED UGANDAN EMPLOYEE EXPENSES AS WELL AS LABOR & BENEFIT COSTS CROSS-CHARGED TO GRANTS BY TRUSTEES OF TUFTS COLLEGE (TUFTS), WHICH IS THE RELATED PARENT COMPANY OF TGI. Form 990, Part VI, Line 2 Business Relationships Michael W. Howard, James M. Hurley, Kim Ryan, Deborah Blackie, Elizabeth McClain and Barbara Stein are current or interim officers of Trustees of Tufts College, a related and supported organization. All officers and directors are employees of Trustees of Tufts College. Form 990, Part VI, Line 6 Classes of members or stockholders Trustees of Tufts College, a Massachusetts non-profit corporation is the sole member of Tufts Global, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Trustees of Tufts College as a sole member of Tufts Global, Inc. had the power to elect or appoint one or more members of the governing body. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Trustees of Tufts College, as a sole member of Tufts Global, Inc. may make, amend or repeal the By-laws of the corporation in whole or in part. Form 990, Part VI, Line 11b Review of form 990 by governing body THE TRUSTEES OF TUFTS COLLEGE'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED. Form 990, Part VI, Line 12c Conflict of interest policy TUFTS GLOBAL, INC., BEING A RELATED ORGANIZATION OF TRUSTEES OF TUFTS COLLEGE, ADHERES TO THE SAME COMPLIANCE POLICY FOR DISCLOSURES REGARDING CONFLICTS OF INTEREST. AS PART OF THE TUFTS GLOBAL, INC. GOVERNING BODY, TWO OF THE THREE DIRECTORS AND THE VICE PRESIDENT of HUMAN RESOURCES, VICE PRESIDENT of OPERATIONS AND ASSOCIATE TREASURER ARE EITHER MEMBERS OF TRUSTEES OF TUFTS COLLEGE GOVERNING BODY OR OFFICERS AND WERE PROVIDED WITH AN ELECTRONIC ANNUAL DISCLOSURE QUESTIONNAIRE FORM AFTER YEAR-END WHICH IS USED TO REVEAL CONFLICTS OF INTEREST FOR OFFICERS, HIGHLY COMPENSATED EMPLOYEES, KEY EMPLOYEES AND GOVERNING BOARD MEMBERS. AFTER READING THE CONFLICT OF INTEREST POLICY, EACH MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS THAT MAY EXIST WITH THE ORGANIZATION OR A RELATED ORGANIZATION IN A STATEMENT THAT IS ELECTRONICALLY SIGNED AND DATED. ADDITIONALLY, FOR ALL OTHER REMAINING DISCLOSABLE PERSONS, INCLUDING THE CLERK AND ASSISTANT CLERK, THE SAME REQUEST FOR CONFLICTS OF INTEREST DISCLOSURES WERE MADE PRIOR TO THE FILING OF THE FORM 990. LASTLY, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICT DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, VIA THE EXECUTIVE VP OR SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, IF A DISCLOSURE IS DEEMED TO BE A CONFLICT, THE INDIVIDUAL WOULD THEN CONFIRM THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public TUFTS GLOBAL, INC. MAKES ITS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE COMPANY'S CONFLICT OF INTEREST AND BUSINESS CONDUCT POLICIES ARE AVAILABLE UPON REQUEST BY CONTACTING, VIA EMAIL THE OFFICE OF UNIVERSITY COUNSEL, DEPUTY GENERAL COUNSEL FOR BUSINESS AFFAIRS, AKIYO FUJII AT LEGAL@TUFTS.EDU Form 990, Part VII, Section A, Line 1a, Column (E) COMPENSATION FROM RELATED ORGANIZATIONS A) TRUSTEE'S NAME: JAMES M. HURLEY B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JAMES M. HURLEY, VP FINANCE & TREASURER - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HE ALSO SERVES AS THE CHIEF FINANCIAL OFFICER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: BARBARA STEIN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: BARBARA STEIN IS THE VP OF OPERATIONS. SHE SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE'S NAME: MICHAEL W. HOWARD B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: MICHAEL W. HOWARD, EXECUTIVE VP - AS EXECUTIVE VICE PRESIDENT OF TRUSTEES OF TUFTS COLLEGE (TUFTS), HE IS RESPONSIBLE FOR ALL ASPECTS OF TUFTS' FINANCIAL OPERATIONS AS WELL AS HUMAN RESOURCES, FACILITIES MANAGEMENT, REAL ESTATE, INFORMATION TECHNOLOGY, DINING SERVICES, INTERNAL AUDIT, RISK MANAGEMENT AND PUBLIC SAFETY. HE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: AKIYO FUJII B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: AKIYO FUJII, DEPUTY GENERAL COUNSEL BUS AFFAIRS, WORKS FULL TIME ON THE DAILY LEGAL OPERATIONS FOR THE TRUSTEES OF TUFTS COLLEGE AND ITS RELATED ENTITIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: KIM RYAN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: KIM RYAN, VP HUMAN RESOURCES - SHE SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: ELIZABETH MCCLAIN B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: ELIZABETH MCCLAIN, ASSOCIATE TREASURER, SHE MANAGES THE TREASURY FUNCTION AND SERVES AS AN OFFICER FOR THE TRUSTEES OF TUFTS COLLEGE. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: CLAUDIA JACKSON B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: CLAUDIA JACKSON, SR DIRECTOR TUFTS SUPPORT SERVICES, SHE MANAGES & SUPPORTS CUSTOMER SERVICE ACTIVITIES WITHIN TUFTS SUPPORT SERVICES FOR TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE NAME: JOHN SANCHEZ B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JOHN SANCHEZ, CLERK & DIRECTOR, WORKS FULL TIME ON THE DAILY TAX COMPLIANCE OPERATIONS FOR THE TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. HE ALSO SERVES AS THE TRUSTEES OF TUFTS COLLEGE TAX DIRECTOR AND IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) TRUSTEE'S NAME: DEBORAH BLACKIE B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: DEBORAH BLACKIE, HUMAN RESOURCES DIRECTOR - END DATE 07/20/2020, IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. SHE ALSO SERVED AS THE TRUSTEES OF TUFTS COLLEGE INTERIM VP HUMAN RESOURCES AS WELL AS A COMPENSATION SPECIALIST AND WAS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: JONATHAN PEARSALL B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: JONATHAN PEARSALL, EXEC. DIRECTOR & UNIVERSITY CONTROLLER - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. HE ALSO SERVES AS THE UNIVERSITY CONTROLLER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: ED MAHONEY B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: ED MAHONEY, ACCOUNTING DIRECTOR - START DATE 7/21/2022 - IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE. WHERE HE ALSO SERVES AS THE SENIOR DIRECTOR OF ACCOUNTING & ASSOCIATE CONTROLLER AND IS COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. A) OFFICER'S NAME: NISREEN BAGASRA B) NAME OF RELATED ORGANIZATION: TRUSTEES OF TUFTS COLLEGE C) RELATIONSHIP BETWEEN ORGANIZATIONS: SUPPORTED ORGANIZATION D) COMPENSATION DESCRIPTION: NISREEN BAGASRA, CHIEF PROCUREMENT OFFICER IS A FULL TIME EMPLOYEE OF THE TRUSTEES OF TUFTS COLLEGE WHERE SHE MANAGES & SUPPORTS ALL PROCUREMENT ACTIVITIES WITHIN TRUSTEES OF TUFTS COLLEGE AND ITS SUBSIDIARIES. SHE IS ALSO COMPENSATED BY THE TRUSTEES OF TUFTS COLLEGE FOR THAT ROLE. Form 990, Part IX, Line 11g Other Fees Other Professional Services - Total Expense: 96348, Program Service Expense: 96348, Management and General Expenses: , Fundraising Expenses: ; Books - Total Expense: 269, Program Service Expense: 269, Management and General Expenses: , Fundraising Expenses: ; Equipment Purchases - Total Expense: 1689, Program Service Expense: 1689, Management and General Expenses: , Fundraising Expenses: ; TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 042103634 EDUCATION MA 501(c)(3) 2 NA false OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST 80 GEORGE STREET MEDFORD MA 02155 043828582 INVESTMENT IN POSITIVE SOCIETAL CHANGE MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE false WALNUT HILL PROPERTIES CORP 47 WINTHROP ST Medford MA 02155 043419100 REAL ESTATE MANAGEMENT MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE false TUFTS SHARED SERVICE INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 237000827 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(c)(3) Type I TRUSTEES OF TUFTS COLLEGE false TUFTS VETERINARY (See Attached) 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 043430674 VETERINARY EMERGENCY TREATMENT & CARE MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE false TUFTS UNIVERSITY POST-RETIREMENT PLAN 80 GEORGE STREET MEDFORD MA 02155 043236078 VEBA MA 501(c)(9) TRUSTEES OF TUFTS COLLEGE false CIVIC EDUCATION FOUNDATION 80 GEORGE STREET MEDFORD MA 02155 046111643 RAISE CIVIC AWARENESS MA 501(c)(3) 10 TRUSTEES OF TUFTS COLLEGE false JM HOLDINGS INC 80 GEORGE STREET MEDFORD MA 02155 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C Corporation false PERPETUAL TRUSTS - (7) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE REMAINDER UNITRUST - (25) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false CHARITABLE LEAD TRUST - (1) SUPPORT MA TRUSTEES OF TUFTS COLLEGE Trust false TUFTS UNIVERSITY CHARITABLE TRUST C/O TRUSTEES OF TUFTS COLLEGE 80 GEORGE STREET MEDFORD MA 02155 516581922 SUPPORT HK TRUSTEES OF TUFTS COLLEGE Trust false BRAINGATE INC 80 GEORGE STREET MEDFORD MA 02155 475489178 PATENT HOLDINGS MA TRUSTEES OF TUFTS COLLEGE C Corporation false false false false false false false false false false false false true false true true false true false true Schedule R, Part IV, Column (c) TRUSTS THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN CALIFORNIA, MASSACHUSETTS, NEW JERSEY, AND TEXAS. Schedule R, Part II, Column (a) TUFTS VETERINARY TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC.