2021-05-05T16:02:47-05:00 2020-06-30 GRANT THORNTON LLP 75 STATE STREET 13TH FLOOR Boston MA 02109 990 2019-07-01 042121659 Worcester Polytechnic Institute % JEFFREY SOLOMON WORC 5088315000 100 Institute Road Worcester MA 01609 PATRICK HITCHCOCK assoc. treas & cont. 5088315000 2021-04-30 true Erin Couture P01390592 6177237900 2019 2022-09-23 18:48:47Z Laurie Leshin 100 Institute Road Worcester MA 01609 390398635 false X www.wpi.edu X 1865 MA WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY. 32 30 4355 933 -202542 21267550 33087495 345757123 349848582 6972255 1456013 115354 104845 374112282 384496935 93184868 99872101 0 0 166726347 179829113 134677 365178 8794822 118621960 110865892 378667852 390932284 -4555570 -6435349 1024893080 1164375963 352172452 512554819 672720628 651821144 X THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O) false false 274132469 97290062 310432787 THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 4,900 UNDERGRADUATE AND 2,000 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,000 STUDENTS. DURING FISCAL YEAR 2020, THE UNIVERSITY AWARDED 1043 BACHELOR, 674 MASTER AND 54 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES. 33202077 2582039 34209944 AT THE UNIVERSITY, 216 FACULTY AND POST DOC RESEARCHERS, AND 412 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE,NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME. 7143927 0 5205851 THE UNIVERSITY'S CORPORATE AND PROFESSIONAL EDUCATION DIVISION PROVIDES TAILOR-MADE PROGRAMS TO APPROXIMATELY 400 STUDENTS, MAINLY AT CORPORATE STUDENT SITES, USING INDUSTRY EXPERTS AND DEDICATED PROGRAM SUPPORT STAFF. THIS PRACTICAL APPROACH ADDS VALUE BY PROVIDING CLIENTS WITH KNOWLEDGE AND SKILLS THAT CAN BE DIRECTLY APPLIED TO THEIR REAL-WORLD JOB CHALLENGES. ADDITIONALLY DURING FISCAL YEAR 2020, APPROXIMATELY 454 INDIVIDUALS PARTICIPATED IN ONE OR MORE PROFESSIONAL WORKSHOPS OR SHORT COURSES. 314478473 true true false true false false false true false true true true false true true true false true true true true true true true false true false true true true true false false false false false false true false true false true false false false true true true true false false true 6863 0 true 4355 true true true false false false false false false false false false true false X 32 30 false false false false false false false true true false false false true true true true true true true false MA X JEFFREY SOLOMON 5088315000 100 INSTITUTE ROAD Worcester MA 01609 Laurie Leshin President 40.0 1.0 X X 1206233 0 324332 Stephen Flavin VP Acad & Corp Dev(thru 10/19) 40.0 0.0 X 729114 0 105100 kristin tichenor SVP Enrol mgmt (thru 10/19) 40.0 0.0 X 577847 0 99467 Jeffrey Solomon Treasurer, Executive vp, CFO 40.0 1.0 X 543383 0 133291 Winston Soboyejo Provost 40.0 0.0 X 434964 0 166029 William McAvoy VP University advancement 40.0 0.0 X 430777 0 113064 David Bunis Secretary & General Counsel 40.0 0.0 X 428313 0 102274 Bruce Bursten Chemistry Professor 40.0 0.0 X 361437 0 40348 Jean King Dean of Arts & Sciences 40.0 0.0 X 345555 0 53592 Jamal Yagoobi Dept Head Mechanical Eng 40.0 0.0 X 325994 0 61970 Reinhold Ludwig Professor - E&C Engineering 40.0 0.0 X 317486 0 56468 Michelle Jones-Johnson VP for Talent development/cdo 40.0 0.0 X 264231 0 80711 Philip Clay VP Student Affairs 40.0 0.0 X 277099 0 66419 Amy Morton VP and Chief of Staff 40.0 0.0 X 235966 0 74984 Patrick Hitchcock Assoc Treasurer & Controller 40.0 1.0 X 137798 0 40555 Stephanie Pasha former avp & chief of staff 40.0 0.0 X 140728 0 24228 Kyle Siegel Asst. 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Dir. 40.0 0.0 X 103605 0 30792 JOHN MOLLEN CHAIRMAN 2.0 0.0 X X 0 0 0 JOYCE KLINE VICE CHAIRMAN & TRUSTEE 2.0 0.0 X X 0 0 0 Andrew Aberdale Vice Chairman & Trustee 2.0 0.0 X X 0 0 0 JOSEPH ADAMS TRUSTEE 2.0 0.0 X 0 0 0 Michael Aspinwall Trustee 2.0 0.0 X 0 0 0 James Baum Trustee 2.0 0.0 X 0 0 0 LORRAINE BOLSINGER TRUSTEE 2.0 0.0 X 0 0 0 LINWOOD BRADFORD TRUSTEE 2.0 0.0 X 0 0 0 Michael Dolan Trustee 2.0 0.0 X 0 0 0 Henry Fitzgerald Trustee 2.0 0.0 X 0 0 0 William Fitzgerald Trustee 2.0 0.0 X 0 0 0 MARNI HALL Trustee 2.0 0.0 X 0 0 0 Robert Hart Trustee 2.0 0.0 X 0 0 0 JEREMY HITCHCOCK TRUSTEE 2.0 0.0 X 0 0 0 Debora Jackson Trustee 2.0 0.0 X 0 0 0 Stuart Kazin Trustee 2.0 0.0 X 0 0 0 CARL KILMER TRUSTEE 2.0 0.0 X 0 0 0 David Lapre Trustee 2.0 0.0 X 0 0 0 Francesca Maltese Trustee 2.0 0.0 X 0 0 0 Robert Martin Trustee 2.0 0.0 X 0 0 0 Erica Mason Trustee 2.0 0.0 X 0 0 0 Neil McDonough Trustee 2.0 0.0 X 0 0 0 LINDA MCGOLDRICK Trustee 2.0 0.0 X 0 0 0 DANIEL MORGAN TRUSTEE 2.0 0.0 X 0 0 0 George Oliver Trustee 2.0 0.0 X 0 0 0 MARK O'NEIL TRUSTEE 2.0 0.0 X 0 0 0 Karen Tegan Padir Trustee 2.0 0.0 X 0 0 0 MARK RUSSELL Trustee 2.0 0.0 X 0 0 0 STEPHEN RUSCKOWSKI Trustee (AS OF 07/2019) 2.0 0.0 X 0 0 0 Joan Bolduc Szkutak Trustee 2.0 0.0 X 0 0 0 Dorothea Wong Trustee 2.0 0.0 X 0 0 0 6860530 0 1573624 347 true true false Consigli Construction Company Inc 72 Sumner Street MILFORD MA 01757 Construction 11264490 Cutler Associates Inc Box 15049 WORCESTER MA 01615 Construction 6158311 Shawmut Design Construction 560 Harrison Avenue BOSTON MA 02118 Construction 4484772 Gensler 2 Harrison Street Suite 400 SAN FRANSISCO CA 94105 professional svcs. 2210466 Sierra-Cedar Inc 1255 Alderman Drive ALPHERETTA GA 300054156 Software Support 2130048 117 1875000 31212495 2391150 33087495 TUITION AND FEES 611710 281208643 281208643 0 0 SPONSORED RESEARCH 611710 34209944 34209944 0 0 AUXILIARY OPERATIONS 611710 25213013 25213013 0 0 OTHER OPERATING SOURCES 611710 6414203 6414203 0 0 OTHER EDUCATIONAL OPERATIONS 611710 2802779 2585146 217633 0 349848582 5865103 -420175 6285278 0 223551 223551 0 0 0 1488541 5897631 -4409090 -4409090 -4409090 0 0 0 26371 4069 22302 22302 0 0 0 LOSS ON INTEREST RATE AGREEMENTS 900099 -141008 0 0 -141008 -141008 384496935 349630949 -202542 1981033 2569731 2569731 96457967 96457967 844403 844403 0 6118132 1473741 3116316 1528075 183166 183166 136803602 104887323 27703802 4212477 11076781 8311849 2358359 406573 17609474 7481515 8982210 1145749 8221124 6169007 1750361 301756 0 1480926 5944 1474982 279885 279885 236805 236805 182012 182012 418993 418993 13360082 11400543 1830230 129309 933799 705829 217657 10313 3563008 1971749 1389173 202086 8211589 1183433 6864715 163441 0 11225842 9998055 1226287 1500 5971933 5239076 572650 160207 0 2556182 1829291 657704 69187 10825943 10534410 291533 0 23655626 21280362 2375264 851016 78400 772616 RESEARCH AND TRAINING 13182756 12652502 514653 15601 LAB EQUIPMENT/OTHER SUPPLIES 3741630 3620266 121197 167 REPAIRS AND MAINTENANCE 3289656 2909101 371842 8713 BOOKS AND PERIODICALS 2972208 30897 2941310 0 4108013 2843079 1190444 74490 390932284 314478473 67658988 8794822 0 0 39645946 45846725 18507761 31535514 2876618 4721228 0 0 0 0 17110604 15716862 0 0 7493647 7713471 743264922 309735847 370537971 433529075 255706101 246915718 295575433 271343887 0 0 0 0 17438999 107053483 1024893080 1164375963 32632838 39139857 0 0 10117001 14742957 211930727 342787988 0 0 0 0 4587830 4814287 61631410 61283880 31272646 49785850 352172452 512554819 X 322876905 299832959 349843723 351988185 672720628 651821144 1024893080 1164375963 X -6435349 -9701429 -4762706 X false true X true true true X 61384483 19151190 15469079 21267550 33087495 150359797 0 0 61384483 19151190 15469079 21267550 33087495 150359797 33653859 116705938 5275634 7305111 7358631 7215285 6508829 33663490 0 0 0 63465 22800 26371 112636 184135923 1599436322 0.63380 0.62290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236805 236805 390695479 390932284 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 225347 224007 291896 236805 978055 250000 250000 250000 250000 1000000 1500000 SCHEDULE C, PART II-A, LINE 1B LOBBYING EXPENDITURES ARE FOR THE PURPOSE OF IDENTIFYING FUNDING OPPORTUNITIES AT THE FEDERAL AND STATE LEVEL TO SUPPORT EDUCATIONAL AND RESEARCH PROGRAMS AND TO DEVELOP STRATEGIC RESEARCH PARTNERSHIPS WITH GOVERNMENT ORGANIZATIONS. X X false 508521354 4302473 -9351199 9007430 10098149 484367049 500270617 9366879 21649079 8986726 13778495 508521354 484527764 6005130 33375177 9616870 14020584 500270617 453173354 6870914 48215959 9804243 13928220 484527764 419308857 54754960 -111677 7317938 13460848 0 453173354 0.39800 0.38600 0.21600 false false 9880920 9880920 522668627 223741625 298927002 18857615 8566331 10291284 112359961 77427891 34932070 79497799 79497799 433529075 EQUITY FUNDS 131902107 F FIXED INCOME FUNDS 51043704 F PRIVATE EQUITY FUNDS 47257649 F REAL ESTATE 41140427 F 271343887 FUNDS UNDER BOND AGREEMENT 92184468 BENEFICIAL INTEREST IN TRUSTS 14869015 107053483 0 OPERATING LEASE LIABILITIES 16944561 INTEREST RATE AGREEMENTS 9953931 REFUNDABLE GOVERNMENT LOAN FUNDS 9624068 SPLIT INTEREST AGREEMENTS 7140633 FUNDS HELD FOR OTHERS 4787136 ASSET RETIREMENT OBLIGATIONS 1335521 49785850 X SCHEDULE D, PART III, LINE 1 DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART III, LINE 4 THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM. SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.7% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2020. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONS, OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE UNIVERSITY MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A NOTICE OF NON-DISCRIMINATION ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION ACT OF 1975, AND THEIR RESPECTIVE IMPLEMENTING REGULATIONS. FURTHERMORE, THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE UNLAWFUL DISCRIMINATION OR HARASSMENT. UNLAWFUL DISCRIMINATION OR HARASSMENT CONSISTS OF TREATING A PERSON DIFFERENTLY IN ANY UNIVERSITY PROGRAM OR ACTIVITY BASED ON THEIR RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER LEGALLY PROTECTED STATUS. THIS INCLUDES, FOR EXAMPLE, THE DISPLAY OR CIRCULATION OF WRITTEN OR ELECTRONIC MATERIALS OR PICTURES DEGRADING TO A PERSONS GENDER OR TO RACIAL, ETHNIC, OR RELIGIOUS GROUPS; AND VERBAL ABUSE OR INSULTS DIRECTED AT OR MADE IN THE PRESENCE OF MEMBERS OF A RACIAL, ETHNIC, OR MINORITY GROUP. THE UNIVERSITY WILL ADMINISTER ANY COMPLAINT OF DISCRIMINATION OR HARASSMENT WITH THE UTMOST DEGREE OF PRIVACY AND CONFIDENTIALITY POSSIBLE UNDER THE CIRCUMSTANCES OF EACH MATTER AND AS PERMITTED BY LAW. FAILURE OF ANY PARTICIPANT TO RESPECT CONFIDENTIALITY, BOTH DURING OR AFTER AN INVESTIGATION PROCESS, MAY CONSTITUTE RETALIATION AND SUBJECT THE VIOLATOR TO DISCIPLINE. THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE ANY FORM OF RETALIATION AGAINST PERSONS WHO HAVE COMPLAINED ABOUT, OR PARTICIPATED IN AN INVESTIGATION OF A COMPLAINT ABOUT, UNLAWFUL DISCRIMINATION OR HARASSMENT. THE UNIVERSITY WILL MAKE AN INDEPENDENT INQUIRY INTO COMPLAINTS OF UNLAWFUL DISCRIMINATION AND HARASSMENT, ACCORDING TO APPLICABLE UNIVERSITY POLICIES AND PROCEDURES, AND VIOLATIONS BY STUDENTS/EMPLOYEES WILL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING SUSPENSION, EXPULSION, OR TERMINATION, WHERE APPROPRIATE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID. true Central America and the Caribbean 2 Program Services See Part V 259039 East Asia and the Pacific 5 Program Services See Part V 714411 Europe (Including Iceland and Greenland) 3 Program Services See Part V 897048 Middle East and North Africa 1 Program Services See Part V 292290 North America Program Services See Part V 26694 Russia and the Newly Independent States 1 Program Services See Part V 51100 South America 2 Program Services See Part V 100816 South Asia Program Services See Part V 31038 Sub-Saharan Africa 1 Program Services See Part V 257449 Central America and the Caribbean Investments 50633815 Europe (Including Iceland and Greenland) Investments 7982140 East Asia and the Pacific Grantmaking 259390 Sub-Saharan Africa Grantmaking 53523 Central America and the Caribbean Grantmaking 91020 South America Grantmaking 50000 Middle East and North Africa Grantmaking 107410 Europe (Including Iceland and Greenland) Grantmaking 283060 15 15 62090243 62090243 Scholarship East Asia and the Pacific 71 259390 Credited Scholarship Sub-Saharan Africa 13 42550 Credited Scholarship Central America and the Caribbean 23 91020 Credited Scholarship South America 10 50000 Credited Scholarship Middle East and North Africa 33 107410 Credited Scholarship Europe (Including Iceland and Greenland) 85 283060 Credited SUPPLIES Sub-Saharan Africa 11 10973 MEDICAL SUPPLIES COST true false true true true true SCHEDULE F, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE A CSS PROFILE AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS. SCHEDULE F, PART I, LINE 3, COLUMN (F) FOREIGN EXPENDITURES ARE SEPARATELY IDENTIFIED IN THE INSTITUTE'S BOOKS AND RECORDS. SCHEDULE F, PART III SCHOLARSHIPS TO PARTICIPATE IN STUDENT PROJECTS OUTSIDE OF THE UNITED STATES ARE CREDITED TO THE STUDENTS' ACCOUNTS. X X X X X true BentzWhaleyFlessner Assoc 7251 Ohms Lane Minneapolis MN 55439 Campaign false 182012 0 182012 0 MA 26371 2599 1470 true 1.00000 26371 2599 1470 4069 22302 MA true false false false 1.00000 Wendy Walsh Assistant Athletic Dir 100 Institute Road Worcester MA 01609 false Wendy Walsh 0 RESPONSIBLE FOR OVERSEEING RAFFLE X false SCHEDULE G, PART III, LINE 16 WPI HELD RAFFLES ASSOCIATED WITH ATHLETIC EVENTS DURING THE YEAR. THE ASSISTANT ATHLETIC DIRECTOR IS IN CHARGE OF OVERSEEING THE RAFFLES AND COLLECTING MONEY. SHE IS NOT COMPENSATED SEPARATELY FOR THAT JOB RESPONSIBILITY; SHE UNDERTAKES THIS ROLE AS PART OF HER ORDINARY JOB. true A123 Systems LLC (Wanxiang) 39000 Seven Mile Road Livonia MI 48152 611247430 53021 0 Research Acoustic MedSystems Inc 208 Burwash Ave Savoy IL 61874 371365835 154286 0 Research Albany Medical Center 47 New Scotland Avenue Albany NY 12208 141641730 501(c)(3) 117630 0 Research ASSISTments Foundation 100 Institute Road Worcester MA 01609 844228740 501(c)(3) 968498 0 Research Boston Univeristy 25 Buick Street Suite 200 Boston MA 02215 050258809 501(c)(3) 39050 0 Research California Baptist University 8432 Magnolia Ave Riverside CA 92504 951890710 501(c)(3) 21378 0 Research Carpe Diem Technologies Inc 34 Saxon Street Franklin MA 02038 421685991 26674 0 Research College of the Holy Cross 1 College Street Worcester MA 01610 042103558 501(c)(3) 23965 0 Research Dartmouth-Hitchcock Clinic 1 Medical Center Drive Lebanon NH 03756 020222140 501(c)(3) 7337 0 Research General Electric Company 5 Necco Street Boston MA 02210 140689340 250657 0 Research John Jay College of Criminal Justice 524 W 59th Street New York NY 10019 131988190 501(c)(3) 8444 0 Research John Hopkins University 733 N Broadway Ste 1 Baltimore MD 21205 520595110 501(c)(3) 16531 0 Research Lehigh University 17 Memorial Drive East Bethlehem PA 18015 240795445 501(c)(3) 107669 0 Research Lesley University 29 Everett Street Cambridge MA 02138 042103589 501(c)(3) 118644 0 Research Massachusetts Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(c)(3) 118320 0 Research Massachusetts Materials Technologies 167 Prospect Street Waltham MA 02453 465654253 77060 0 Research Missouri University of Science & Tech 300 W 12th St Rolla MO 65409 436003859 501(c)(3) 16027 0 Research Regents of Univ of Calif at Irvine 111 Franklin St 6 Flr Rockledge Rockledge CA 94607 952226406 501(c)(3) 279708 0 Research Rice University PO Box 1892 MS16 Houston TX 77251 741109620 501(c)(3) 29355 0 Research Teaching with Data LLC 20 Hapgood Way Shrewsbury MA 01545 463518829 121700 0 Research The Learning Center for the Deaf 63 FounTain St Framingham MA 01702 237064431 501(c)(3) 64444 0 Research The Rector & Visitors of Univ of VA 210 Sprigg Ln Charlottesville VA 22903 546001796 501(c)(3) 17749 0 Research University of California Merced 5200 North Lake Road Merced CA 95343 270093858 501(c)(3) 5413 0 Research University of California Riverside 1084 Columbia Ave Riverside CA 02324 956006142 501(c)(3) 38189 0 Research University of Indiana 107 S Indiana Ave Bloomington IN 47405 356001673 GOV'T 140555 0 Research Univ of Louisville Research Foundation 300 E Market St Louiseville KY 40202 611029626 501(c)(3) 10199 0 Research University of Maine 312 Shibles Hall Orono ME 04469 016000769 GOV'T 72169 0 Research University of Massachusetts Amherst 100 Venture Way Hadley MA 01035 043167352 GOV'T 13733 0 Research University of Massachusetts Lowell 220 Pawtucket Street Lowell MA 01854 043167352 GOV'T 226130 0 Research University of Massachusetts Medical 55 N Lake Ave Worcester MA 01655 043167352 GOV'T 161095 0 Research University of Pennsylvania 3451 Walnut Street Philadelphia PA 19104 246000376 GOV'T 250502 0 Research Westat Inc 20 University Road Cambridge MA 02138 840529566 25191 0 Research WestEd 400 Sea Court Ste 222 Redwood CA Redwood City CA 94063 943233542 79612 0 Research Woods Hole Oceanographic Institution 266 Woods Hold Road Woods Hole MA 02543 042105850 501(c)(3) 32545 0 Research 26 8 SCHOLARSHIPS 4790 96457967 SCHEDULE I, PART I, LINE 2 PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH BOTH ITS OFFICE OF SPONSORED PROGRAMS (OSP) AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND CERTAIN POST-AWARD ACTIVITIES, SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, ANIMAL RESEARCH GUIDELINES AND EXPORT RESTRICTIONS, AMONG OTHERS. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS AND PREPARATION AND SUBMISSION OF FEDERAL AGENCY REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE CSS PROFILE AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT UNIFORM GUIDANCE SINGLE AUDIT TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS X X X X true true X X X X X true true false false false false false true false Laurie Leshin President 859497 0 346046 0 690 0 193963 0 130369 0 1530565 0 117725 0 Stephanie Pasha former avp & chief of staff 140303 0 0 0 425 0 15638 0 8590 0 164956 0 0 0 Jeffrey Solomon Treasurer, Executive vp, CFO 440931 0 101162 0 1290 0 105985 0 27306 0 676674 0 62810 0 Bruce Bursten Chemistry Professor 325385 0 33309 0 2743 0 30698 0 9650 0 401785 0 26850 0 Philip Clay VP Student Affairs 244795 0 31014 0 1290 0 56600 0 9819 0 343518 0 25000 0 Stephen Flavin VP Acad & Corp Dev(thru 10/19) 307754 0 80690 0 340670 0 30800 0 74300 0 834214 0 50650 0 William McAvoy VP University advancement 366180 0 62617 0 1980 0 88360 0 24704 0 543841 0 47225 0 kristin tichenor SVP Enrol mgmt (thru 10/19) 286078 0 46034 0 245735 0 27707 0 71760 0 677314 0 24770 0 David Bunis Secretary & General Counsel 410023 0 17000 0 1290 0 97290 0 4984 0 530587 0 0 0 Patrick Hitchcock Assoc Treasurer & Controller 137533 0 0 0 265 0 16104 0 24451 0 178353 0 0 0 Amy Morton VP and Chief of Staff 235276 0 0 0 690 0 55400 0 19584 0 310950 0 0 0 Michelle Jones-Johnson VP for Talent development/cdo 263541 0 0 0 690 0 56510 0 24201 0 344942 0 0 0 Reinhold Ludwig Professor - E&C Engineering 315506 0 0 0 1980 0 30497 0 25971 0 373954 0 0 0 Jamal Yagoobi Dept Head Mechanical Eng 322184 0 0 0 3810 0 30800 0 31170 0 387964 0 0 0 Jean King Dean of Arts & Sciences 343575 0 0 0 1980 0 30800 0 22792 0 399147 0 0 0 Winston Soboyejo Provost 433674 0 0 0 1290 0 89670 0 76359 0 600993 0 0 0 SCHEDULE J, PART I, LINE 1A THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: LAURIE LESHIN: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. COMPANION TRAVEL IS ALLOWED FOR BONA FIDE BUSINESS PURPOSES INCLUDING DEVELOPMENT EVENTS OR UNIVERSITY RELATED ACTIVITIES. THE UNIVERSITY PROVIDES HOUSING ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS. SCHEDULE J, PART I, LINE 4 LINE 4A - In connection with the separation of two listed individuals from the Institute, separation agreements were executed which included the payout of certain lump sum payments, continuation of salary, and the ability to utilize certain outplacement services. The portion of these payments taxable in calendar year 2019 are included on Schedule J, Part II, Column (b)(iii). LINE 4B - The Institute has a long term incentive plan (LTIP) to provide deferred bonuses to certain listed individuals. Amounts deferred under the LTIP are included on Schedule J, Part II, Column (C) and are subject to risk of forfeiture. Amounts paid under the LTIP in 2019 are included on Schedule J, Column (b)(ii). Additional details regarding the plan are included in response Schedule J, Part I, Line 7. SCHEDULE J, PART I, LINE 7 THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE "VP RETENTION PLAN". EACH YEAR, A VICE PRESIDENT MAY EARN UP TO 12.5% OF SALARY AND EXCESS RETIREMENT CONTRIBUTIONS, SUBJECT TO A THREE YEAR RISK OF FORFEITURE. THESE AMOUNTS ARE ALL NON-FIXED PAYMENTS. SENIOR LEADERSHIP IS ELIGIBLE FOR PERFORMANCE-BASED PAY. THE PAYMENT OF A PERFORMANCE BONUS IS DEPENDENT UPON ACHIEVEMENT OF DEFINED GOALS AND OBJECTIVES, APPROVED BY THE PRESIDENT AND COMPENSATION COMMITTEE. THE PRESIDENT MAY RECEIVE A PERFORMANCE-BASED INCENTIVE SUBJECT TO THE TERMS AND PROVISIONS LISTED IN HER CONTRACT. A Massachusetts Development Finance Agency 043431814 57583RTX3 2008-04-09 48995000 Refunding of series 2003&2005 false false false B Massachusetts Development Finance Agency 043431814 57583UST6 2012-10-30 43369451 CONST. OF DORM/OTHER RENOVATIONS false false false C Massachusetts Development Finance Agency 043431814 2014-08-28 4622000 RENOVATIONS OF EXISTING FACILITIES false false false D massachusetts development finance agency 043431814 57584XPK1 2016-06-21 49030491 REFUNDING OF SERIES 2007 BONDS false false false A 10720000 0 48995000 0 0 0 325962 19038 0 0 48650000 0 2008 true false true true B 0 0 43372717 0 1360189 0 530536 0 0 41481992 0 0 2015 false false true true C 932000 0 4622000 0 0 0 61330 0 0 4560670 0 0 2016 false false true true D 0 0 49030491 0 0 0 471314 0 0 0 48559177 0 2016 false true false true A false true true true true true 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false true true true false 0.00300 0.00300 false false false true A false false true false true true Deutsche & Barclays 20. false false false 0 false true B false false false true false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F BOND ISSUE A (SERIES 2008A) WAS USED TO REFUND SERIES 2003 AND 2005 WHICH WERE ISSUED JULY 20, 2003 AND AUGUST 3, 2005, RESPECTIVELY. BOND ISSUE D (SERIES 2016) WAS USED TO REFUND SERIES 2007 WHICH WAS ISSUED JUNE 28, 2007. BOND ISSUE A (SERIES 2017A) WAS USED TO REFUND A PORTION OF SERIES 2007, WHICH WAS ISSUED IN JUNE 28, 2007, THAT WAS ALLOCATED TO REFUND SERIES 1997-I, WHICH WAS ISSUED ON MARCH 20, 1997. BOND ISSUE B (SERIES 2017B) WAS USED TO REFUND SERIES 2010 WHICH WAS ISSUED JANUARY 27, 2010. SCHEDULE K, PART II, LINE 3 FOR BOND ISSUE B (SERIES 2012), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $3,267. FOR BOND ISSUE B (SERIES 2017B), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $1,345,180. FOR BOND ISSUE c (SERIES 2019), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $923,851. SCHEDULE K, PART III, COLUMN A THE SERIES 2017A ISSUE REFUND A PORTION OF SERIES 2007 ISSUE ALLOCATED TO REFUNDING THE 1997 ISSUE, ORIGINALLY ISSUED ON MARCH 20, 1997. SINCE THIS IS THE ONLY PURPOSE OF SERIES 2017A, THIS ISSUE IS EXEMPT FROM REPORTING ON PART III OF SCHEDULE K. SCHEDULE K, PART IV, LINE 2C FOR BOND A (SERIES 2008A), A REBATE CALCULATION WAS PERFORMED ON 8/31/2018. FOR BOND C (SERIES 2014), A REBATE CALCULATION WAS PERFORMED ON 10/07/2016. A Massachusetts Development Finance Agency 043431814 57584X2E0 2017-10-03 16911534 Refunding of Series 2007 false false false B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YAP4 2017-12-28 61875371 refunding of series 2010 false false false C Massachusetts Development Finance Agency 043431814 57584YVR7 2019-09-26 135463087 various capital projects false false false A 375000 0 16911534 0 0 0 288239 0 0 0 16623295 0 2017 true false true true B 0 0 61875371 0 0 0 546236 0 0 0 61329135 0 2017 false true false true C 0 0 136386938 0 2401316 0 912875 0 0 40888556 0 92184191 false false false true A 0 B false false false false 0 false false false true C false false false false 0 false false false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true A true B true C true NA N/A 10541 scholarship MERIT jasmine jones Daughter of Former Key Employee 41701 Employee Compensation false SCHEDULE L, PART III, LINE 1 ON OCCASION, THE COLLEGE MAY GRANT MERIT SCHOLARSHIPS TO STUDENTS WHO ARE THE CHILDREN OF TRUSTEES. THE COLLEGE ENSURES THE GRANT(S) ARE AWARDED BASED ON MERIT TO ELIGIBLE STUDENTS, WHO MEET THE REQUIRED ACADEMIC STANDING REQUIREMENTS. THE APPLICABLE TRUSTEE DOES NOT HAVE ANY INFLUENCE OVER THE DECISION MAKING PROCESS FOR AWARDING THE SCHOLARSHIP. X 42 1488757 fair market value X 2 687976 fair market value X SUPPLIES AND EQUIPMENT 18 214417 fair market value 1 false true false Schedule M, Part I The number of contributions is disclosed in Column B. FORM 990, PART I, LINE 20 THE UNIVERSITY IS FILING FORM 990 BASED ON ITS CONSOLIDATED FINANCIAL STATEMENT NUMBERS. THE UNIVERSITY FEELS THIS IS MORE TRANSPARENT TO THE PUBLIC AND GIVES MORE ACCURATE INFORMATION ON ITS OPERATIONS AS OPPOSED TO CARVING OUT ITS SUBSIDIARIES LISTED BELOW. BOTH ORGANIZATIONS ALSO FILE FORM 990 SEPARATELY. FOR THE FISCAL YEAR ENDED JUNE 30, 2020, WASHBURN PARK INC HAD NET ASSETS OF $29,344,379; REVENUE OF $789,962; AND EXPENSES OF $2,378,306. Additionally, Assistments foundation had net assets of $669,196; revenue of $1,396,040; and expenses of $726,844. FORM 990, PART III, LINE 1 (CONTINUED) THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML) FORM 990, PART V, LINE 1A: THE 6,863 REPORTED ON THIS LINE INCLUDES THE FOLLOWING: 1098-T'S: 6,111 1099 MISC: 747 1099-K'S: 5 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS. THE FORM 990, WITH THE EXCEPTION OF THE NAME OF ONE DONOR LISTED ON SCHEDULE B THAT ASKED TO REMAIN ANONYMOUS, IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM 990, WITH THE EXCEPTION OF THE NAME OF ONE DONOR LISTED ON SCHEDULE B THAT ASKED TO REMAIN ANONYMOUS, TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES (AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT THEY: (A) HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) HAVE READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY WITH THE POLICY AND; (D) UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ANY SIGNIFICANT FINANCIAL INTEREST WITH THE UNIVERSITY OR ANY UNIVERSITY-RELATED ENTITY. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE OFFICE OF THE GENERAL COUNSEL, WHICH REVIEWS THEM, CONSOLIDATES THE COMMENTS AND REPORTS THE RESULTS TO THE AUDIT COMMITTEE. UPON RECEIPT OF THE REPORT, THE AUDIT COMMITTEE REVIEWS THE FINDINGS AND TAKES ANY NECESSARY AND APPROPRIATE ACTION. THE AUDIT COMMITTEE THEN REPORTS TO THE BOARD OF TRUSTEES ON THE FINDINGS AND ANY ACTIONS TAKEN BY THE COMMITTEE. ANY TRUSTEE WITH A CONFLICT OF INTEREST RECUSES HIMSELF OR HERSELF FROM ANY BOARD OR COMMITTEE DECISIONS RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. IN REVIEWING COMPENSATION, THE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY. THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU). FORM 990, PART VII, SECTION A PHILIP CLAY AND MICHELLE JONES-JOHNSON WERE REPORTED AS KEY EMPLOYEES ON THE FORM 990 FOR TAX YEAR ENDED JUNE 30, 2018. THESE INDIVIDUALS CONTINUE TO BE EMPLOYEES OF WPI, HOWEVER THESE POSITIONS NO LONGER MEET THE KEY EMPLOYEE DEFINITION FOR TAX YEAR ENDED JUNE 30, 2020. THEREFORE, THEY ARE REPORTED AS FORMER KEY EMPLOYEES. FORM 990, PART XI, LINE 9 NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS -$1,852,698 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $142,421 NET UNREALIZED GAIN ON SWAPS -$3,052,251 ROUNDING -$178 _________________________________________________________________ TOTAL -$4,762,706 Gateway Park LLC 100 Institute Road Worcester MA 01609 043494779 Real Est. Dev MA 621439 8590000 WPI Washburn Park Inc 100 Institute Road Worcester MA 01609 271189816 Infrastructur MA 501(C)(3) LINE 10 WPI true Assistments Foundation 100 Institute Road Worcester MA 01609 834228740 Education MA 501(c)(3) 12, TYPE 1 WPI true Charitable Remainder Trusts (27) 100 Institute Road Worcester MA 01609 Char Trusts MA NA Trust true true false false true false false false false false false false false false false true false false false false Washburn Park Inc d 10243200 Cost Washburn Park Inc a 450636 FMV