2017-05-11T08:59:31-05:00 2016-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2015-07-01 042103547 TRUSTEES OF BOSTON UNIVERSITY % GILLIAN EMMONS TRUS 6173532290 881 COMMONWEALTH AVE 4TH FL BOSTON MA 022151303 MARTIN J HOWARD SVP,CFO,&TREASURER 6173532290 2017-05-09 true MARILYN FARLEY P01231880 6179881000 2017-05-08 2015 2021-01-29 14:40:06Z ROBERT A BROWN PRESIDENT ONE SILBER WAY BOSTON MA 02215 2954168978 false X http://www.bu.edu X 1869 MA SEE SCHEDULE O 41 37 25543 1185 12986916 478784224 432431459 1559216070 1630247347 14215518 110457966 28017818 30683864 2080233630 2203820636 382506698 402840938 0 0 998894472 1040340572 42780 177830 23249890 537025872 542960963 1918469822 1986320303 161763808 217500333 5035817244 5188726734 2204320308 2301065799 2831496936 2887660935 X SEE SCHEDULE O false false 1201737273 366214386 1315077711 SEE SCHEDULE O 227348880 36626552 10266685 RESEARCH - WHAT SETS BOSTON UNIVERSITY APART AS A RESEARCH UNIVERSITY IS THE BREADTH AND DEPTH OF ITS RESEARCH AND THE UNIQUELY ENTREPRENEURIAL SPIRIT OF ITS FACULTY. RESEARCHERS AT BU ARE NOT AFRAID TO CROSS DISCIPLINARY BOUNDARIES, AS CAN BE SEEN BY STRATEGIC EFFORTS TO SUPPORT INTERDISCIPLINARY RESEARCH AND EDUCATION IN NEUROSCIENCE, RELIGION AND WORLD AFFAIRS, INTEGRATIVE BIOLOGY, CLEAN ENERGY, SUSTAINABILITY AND THE ENVIRONMENT, HEALTH CARE DELIVERY, AND GLOBAL HEALTH, TO NAME A FEW. IN EACH CASE, THE EMPHASIS IS NOT ON INTERDISCIPLINARITY FOR ITS OWN SAKE, BUT ON USING A MULTIFACETED APPROACH TO SOLVE THE IMPORTANT AND COMPLEX PROBLEMS FACING SOCIETY TODAY. 224786995 304902951 AUXILIARIES - AUXILIARY ENTERPRISES SUPPORT THE MISSION OF BOSTON UNIVERSITY BY PROVIDING ESSENTIAL SERVICES TO THE CAMPUS COMMUNITY. THEY ARE ENTERPRISES IN THAT THEY ARE GENERALLY SELF-SUPPORTING ACTIVITIES, RECOVERING THEIR COSTS THROUGH THE FEES OR PRICES THEY CHARGE FOR THEIR GOODS AND SERVICES. AT BOSTON UNIVERSITY, AUXILIARY ENTERPRISES ARE DESIGNED TO DELIVER SUPERIOR QUALITY SERVICES THAT ARE EXPECTED BY THE STUDENTS, FACULTY, STAFF AND ALUMNI. 112668087 1766541235 true false false true false false false true false true true true false false true true false true true true true true true true true false false true true true true true false false false false false false false true true true true false false true true true true false true X 43903 0 true 25543 true true true true AS BE FR GM EI IT NZ SP SZ UK false false false true true true 7 false false false X 41 37 false false false false false false false true true false false true true true true true true true true true true AK CA CO HI KS KY MD MA MI NH NY OH OR SC X X GILLIAN EMMONS 6173532290 881 COMMONWEALTH AVENUE 4TH FLOOR BOSTON MA 022151303 X ROBERT A BROWN PRESIDENT 55.0 1.0 X X 2214926 0 416600 STEPHEN M BRADY TRUSTEE (UNTIL 5/31/16) & PROF 55.0 0.0 X 143938 0 38117 J ROBB DIXON TRUSTEE (AS OF 6/1/16) & PROF 55.0 0.0 X 204867 0 27185 ROBERT A KNOX CHAIRMAN 3.0 0.0 X 0 0 0 KENNETH J FELD VICE CHAIRMAN 3.0 0.0 X 0 0 0 JOHN P HOWE III VICE CHAIRMAN (UNTIL 09/17/15) 3.0 0.0 X 0 0 0 J KENNETH MENGES JR VICE CHAIRMAN 3.0 0.0 X 0 0 0 WILLIAM D BLOOM TRUSTEE (AS OF 09/17/2015) 3.0 0.0 X 0 0 0 RICHARD D COHEN TRUSTEE 3.0 0.0 X 0 0 0 JONATHAN R COLE TRUSTEE 3.0 0.0 X 0 0 0 SHAMIM A DAHOD TRUSTEE 3.0 0.0 X 0 0 0 DAVID F D'ALESSANDRO TRUSTEE (UNTIL 09/17/2015) 3.0 0.0 X 0 0 0 SUDARSHANA DEVADHAR TRUSTEE 3.0 0.0 X 0 0 0 ELAINE ERBEY TRUSTEE 3.0 0.0 X 0 0 0 MAURICE R FERRE TRUSTEE 3.0 0.0 X 0 0 0 SANDRA A FRAZIER TRUSTEE 3.0 0.0 X 0 0 0 CAROL N FULP TRUSTEE (AS OF 09/17/2015) 3.0 0.0 X 0 0 0 RYAN K ROTH GALLO TRUSTEE 3.0 0.0 X 0 0 0 RONALD G GARRIQUES TRUSTEE 3.0 0.0 X 0 0 0 RICHARD C GODFREY TRUSTEE 3.0 0.0 X 0 0 0 SUNGEUN HAN-ANDERSEN TRUSTEE 3.0 0.0 X 0 0 0 BAHAA R HARIRI TRUSTEE 3.0 0.0 X 0 0 0 ROBERT J HILDRETH TRUSTEE 3.0 0.0 X 0 0 0 STEPHEN R KARP TRUSTEE 3.0 0.0 X 0 0 0 RAJEN A KILACHAND TRUSTEE 3.0 0.0 X 0 0 0 ANDREW R LACK TRUSTEE 3.0 0.0 X 0 0 0 ALAN M LEVENTHAL TRUSTEE (UNTIL 09/17/2015) 3.0 0.0 X 0 0 0 PETER J LEVINE TRUSTEE 3.0 0.0 X 0 0 0 CARLA E MEYER TRUSTEE 3.0 0.0 X 0 0 0 JORGE MORAN TRUSTEE (UNTIL 09/17/2015) 3.0 0.0 X 0 0 0 ALICIA C MULLEN TRUSTEE 3.0 0.0 X 0 0 0 PETER T PAUL TRUSTEE 3.0 0.0 X 0 0 0 JACQUES P PEROLD TRUSTEE 3.0 0.0 X 0 0 0 CA LANCE PICCOLO TRUSTEE 3.0 0.0 X 0 0 0 STUART W PRATT TRUSTEE 3.0 0.0 X 0 0 0 ALLEN I QUESTROM TRUSTEE 3.0 0.0 X 0 0 0 RICHARD D REIDY TRUSTEE 3.0 0.0 X 0 0 0 SHARON G RYAN TRUSTEE (AS OF 09/17/2015) 3.0 0.0 X 0 0 0 SD SHIBULAL TRUSTEE 3.0 0.0 X 0 0 0 RICHARD C SHIPLEY TRUSTEE 3.0 0.0 X 0 0 0 HUGO X SHONG TRUSTEE 3.0 0.0 X 0 0 0 BIPPY M SIEGAL TRUSTEE 3.0 0.0 X 0 0 0 NINA C TASSLER TRUSTEE 3.0 0.0 X 0 0 0 ANDREA L TAYLOR TRUSTEE 3.0 0.0 X 0 0 0 STEPHEN M ZIDE TRUSTEE 3.0 0.0 X 0 0 0 MARTIN J HOWARD SR VP, CFO, & TREASURER 55.0 1.0 X 476840 0 108204 TODD L C KLIPP SR VP, SR COUNSEL, & SECRETARY 55.0 0.0 X 545379 0 55742 JEAN MORRISON UNIVERSITY PROVOST 55.0 0.0 X 685125 0 201017 KAREN H ANTMAN MEDICAL CAMPUS PROVOST 55.0 3.0 X 801054 0 35937 GARY W NICKSA SR VP FOR OPERATIONS 55.0 2.0 X 472773 0 66970 TONY TANNOURY PROFESSOR & PHYSICIAN 0.0 50.0 X 0 2628382 56698 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 55.0 0.0 X 1197374 0 55746 WILLIAM CREEVY PROFESSOR & PHYSICIAN 0.0 55.0 X 0 1047209 61998 CLARISSA HUNNEWELL CHIEF INVESTMENT OFFICER 55.0 0.0 X 1024527 0 36051 ROBERT NICOLETTA PHYSICIAN & PROFESSOR 0.0 50.0 X 0 1002082 29044 DAVID CAMPBELL FORMER PROVOST 40.0 0.0 X 421953 0 61882 8188756 4677673 1251191 2627 true true false SKANSKA USA 14776 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSTRUCTION 32021422 TURNER CONSTRUCTION COMPANY 2 SEAPORT LANESUITE 200 BOSTON MA 02210 CONSTRUCTION 25912087 EMBANET-COMPASS KNOWLEDGE GROUP INC 105 GORDON BAKER ROAD SUITE 300 M2 TORONTO ONTARIO CA EDUCATIONAL SERVICES 9640037 PAYETTE ASSOCIATES INC 290 CONGRESS STREET BOSTON MA 02210 ENGINEERING 6266025 UNISOURCE MANAGEMENT CORPORATION 308 CENTRAL STREET HUDSON MA 01749 FACILITIES MGMT 4929235 261 1070249 275059031 156302179 5477516 432431459 TUITION AND FEES 900099 1315077711 1315077711 AUX SALES & SERVICES 900099 304902951 304902951 NON-GOVERNMENT GRANTS 900099 10266685 10266685 1630247347 59999546 516603 59482943 0 1993130 1993130 36633818 20233101 16400717 0 16400717 16400717 745626661 33250000 722938933 5479308 22687728 27770692 50458420 409809 50048611 1926513 1070249 1697000 229513 229513 0 0 ATHLETIC RENTALS 713940 9618929 9618929 PARKING 812930 1624585 1624585 EXTERNAL CONFERENCES/CATERING 722320 652764 652764 164226 164226 12060504 2203820636 1630247347 12986916 128154914 33920363 33920363 366214386 366214386 2706189 2706189 0 6453426 4597884 511106 1344436 803229 803229 794286946 683362467 98728182 12196297 68056180 58498321 8410312 1147547 108694975 93429775 13432411 1832789 62045816 53332057 7667557 1046202 0 2151285 2151285 618550 618550 314973 314973 177830 177830 2602390 2602390 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THE OFFICE ALSO SERVES AS A LIAISON BETWEEN THE UNIVERSITY AND VARIOUS GOVERNMENT OFFICIALS. THE UNIVERSITY FILES QUARTERLY REPORTS WITH CONGRESS DETAILING THESE ACTIVITIES AND EXPENSES. THE UNIVERSITY ALSO HAS TWO STAFF MEMBERS WHO HAVE RESPONSIBILITY FOR MONITORING LEGISLATION AND GOVERNMENTAL DEVELOPMENTS OF INTEREST TO AND/OR AFFECTING THE UNIVERSITY ON THE STATE LEVEL. THE UNIVERSITY FILES SEMIANNUAL REPORTS WITH THE COMMONWEALTH OF MASSACHUSETTS DETAILING THESE ACTIVITIES AND EXPENSES. IT IS POSSIBLE THAT OTHER INDIVIDUALS MAY HAVE SPENT AN INSUBSTANTIAL PORTION OF THEIR TIME ON LEGISLATIVE MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND MAY HAVE INCURRED INSUBSTANTIAL EXPENSES IN CONNECTION WITH THIS ACTIVITY. BOSTON UNIVERSITY PAYS DUES TO VARIOUS MEMBERSHIP ORGANIZATIONS IN AN EFFORT TO STAY CURRENT ON A WIDE VARIETY OF ACADEMIC, RESEARCH, GOVERNANCE, AND OTHER ISSUES. SOME OF THESE MEMBERSHIP ORGANIZATIONS CONDUCT LOBBYING ACTIVITIES, WHICH ARE REFLECTED IN THE UNIVERSITY'S LOBBYING REPORTS. A THIRD PARTY CONSULTANT is retained by Boston University to track federal legislative and agency developments that are relevant to the University's interests. SCHEDULE C, PART II-B, LINES 1D AND 1E THE UNIVERSITY POSTS FACT SHEETS CONTAINING LOBBYING MATERIALS DIRECTED AT ITS CONSTITUENCIES AND POLICYMAKERS TO THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S FEDERAL RELATIONS OFFICE ALSO DELIVERS THESE FACT SHEETS TO RELEVANT POLICYMAKERS. THE COST OF CREATING, POSTING, AND DELIVERING THE FACT SHEETS IS INCLUDED IN THE TOTAL LOBBYING EXPENSES REPORTED ON PART II-B, LINE 1J. X X X X EDUCATION false 1576594417 107883764 -33644386 16360403 35000932 6285961 1593186499 1547493496 51729011 32600137 14455011 34080533 6692683 1576594417 1335661496 44714899 218204659 14560244 31133213 5394101 1547493496 1131262496 70974935 179313345 13706973 26777636 5404671 1335661496 1148486982 22350304 -1050776 12216801 20436580 5870633 1131262496 0.39000 0.32000 0.29000 true false 19839729 80150975 99990704 135196911 2845530951 1021015656 1959712206 25976810 53402123 41666061 37712872 212574 312237247 179909566 132540255 214331857 167693317 46638540 2276594577 ALTERNATIVES-HEDGE 523305627 F ALTERNATIVES-NATURAL RESOURCES 66535550 F ALTERNATIVES-PRIVATE 222333515 F ALTERNATIVES-REAL ESTATE 409436777 F RESIDUAL ASSET NOTE 46827233 F SPLIT INTEREST AGREEMENT 4864250 F 1273302952 0 ANNUITIES PAYABLE 12485105 CAPITAL LEASE OBLIGATION 82887267 COND. ASSET RETIREMENT OBLIGATION 14684975 DISCOUNTED NOTE OBLIGATION 46827233 FEDERAL PERKINS LOAN ADVANCES 39254331 POST-RETIREMENT OBLIGATION 3300000 199438911 X SCHEDULE D, PART III, LINE 1A THE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS ON THE STATEMENT IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS RELEASES FROM TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS HAD BEEN RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. SCHEDULE D, PART III, LINE 4 THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A DEACCESSION POLICY REQUIRING THAT PROCEEDS FROM THE DISPOSITION OF AN OBJECT BE USED TO SUPPORT THE PRESERVATION AND DEVELOPMENT OF THE UNIVERSITY'S COLLECTIONS. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND PROVIDES THE UNIVERSITY WITH THE FLEXIBILITY AND FREEDOM TO EMBARK ON NEW DISCIPLINES, TO HIRE ADDITIONAL FACULTY, AND TO BUILD OR UPDATE FACILITIES. IT ENSURES REGULAR FUNDING LEVELS FOR UNIVERSITY DEPARTMENTS, PROGRAMS, AND SCHOLARSHIPS, AND HELPS STEM RISES IN TUITION BY SUPPORTING UNIVERSITY OPERATIONS THAT ARE OTHERWISE PAID FOR WITH STUDENT TUITION AND FEES. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 BOSTON UNIVERSITY PROHIBITS DISCRIMINATION AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY SERVICE, OR BECAUSE OF MARITAL, PARENTAL, OR VETERAN STATUS. THIS POLICY EXTENDS TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES, INCLUDING ADMISSIONS, FINANCIAL ASSISTANCE, EDUCATIONAL AND ATHLETIC PROGRAMS, HOUSING, EMPLOYMENT, COMPENSATION, EMPLOYEE BENEFITS, AND THE PROVIDING OF, OR ACCESS TO, UNIVERSITY SERVICES OR FACILITIES. BOSTON UNIVERSITY RECOGNIZES THAT NON-DISCRIMINATION DOES NOT ENSURE THAT EQUAL OPPORTUNITY IS A REALITY. ACCORDINGLY, THE UNIVERSITY WILL CONTINUE TO TAKE AFFIRMATIVE ACTION TO ACHIEVE EQUAL OPPORTUNITY THROUGH RECRUITMENT, OUTREACH, AND INTERNAL REVIEWS OF POLICIES AND PRACTICES. INQUIRIES REGARDING THE APPLICATION OF THIS POLICY SHOULD BE ADDRESSED TO THE EXECUTIVE DIRECTOR OF EQUAL OPPORTUNITY, 19 DEERFIELD STREET, BOSTON, MA 02115 (617-353-9286). SCHEDULE E, PART I, LINE 6A BOSTON UNIVERSITY PARTICIPATES IN SEVERAL FEDERAL FINANCIAL AID PROGRAMS INCLUDING THE FEDERAL PELL GRANT PROGRAM AND THE FEDERAL WORK STUDY PROGRAM; IN ADDITION THE UNIVERSITY RECEIVES FEDERAL GRANTS AND CONTRACTS IN SUPPORT OF ITS RESEARCH MISSION. FEDERAL AGENCIES PROVIDING SUPPORT FOR UNIVERSITY RESEARCH AND TRAINING INCLUDED THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE DEPARTMENT OF DEFENSE, THE DEPARTMENT OF ENERGY, AND THE US AGENCY FOR INTERNATIONAL DEVELOPMENT. true Antarctica Program Services RESEARCH 2997 Central America and the Caribbean Grantmaking 6894 Central America and the Caribbean Investments 406107646 Central America and the Caribbean 1 6 Program Services RESEARCH 367815 Central America and the Caribbean Program Services SEMINAR 215210 Central America and the Caribbean Program Services STUDY ABROAD 263235 East Asia and the Pacific Fundraising 96451 East Asia and the Pacific Grantmaking 216246 East Asia and the Pacific Investments 7677952 East Asia and the Pacific 1 5 Program Services RESEARCH 1135673 East Asia and the Pacific Program Services SEMINAR 851958 East Asia and the Pacific 4 48 Program Services STUDY ABROAD 8095431 Europe (Including Iceland and Greenland) Fundraising 198588 Europe (Including Iceland and Greenland) Grantmaking 434016 Europe (Including Iceland and Greenland) Investments 44604270 Europe (Including Iceland and Greenland) 5 Program Services RESEARCH 2091616 Europe (Including Iceland and Greenland) Program Services SEMINAR 1243576 Europe (Including Iceland and Greenland) 15 191 Program Services STUDY ABROAD 29324265 Middle East and North Africa Fundraising 15613 Middle East and North Africa Grantmaking 60380 Middle East and North Africa Investments 813134 Middle East and North Africa Program Services RESEARCH 126320 Middle East and North Africa Program Services SEMINAR 121933 Middle East and North Africa Program Services STUDY ABROAD 332233 North America Fundraising 15576 North America Grantmaking 549656 North America Investments 14087001 North America Program Services RESEARCH 732514 North America Program Services SEMINAR 317328 North America 9 Program Services STUDY ABROAD 73026 Russia and the Newly Independent States Program Services RESEARCH 102060 Russia and the Newly Independent States Program Services SEMINAR 23734 South America Grantmaking 355523 South America Investments 3112372 South America 1 Program Services RESEARCH 282167 South America Program Services SEMINAR 135321 South America 1 5 Program Services STUDY ABROAD 731450 South Asia Fundraising 178925 South Asia Investments 3190842 South Asia Program Services RESEARCH 77035 South Asia Program Services SEMINAR 404682 South Asia 1 Program Services STUDY ABROAD 261850 Sub-Saharan Africa Grantmaking 1000885 Sub-Saharan Africa 1 7 Program Services RESEARCH 4030183 Sub-Saharan Africa Program Services SEMINAR 140895 Sub-Saharan Africa 1 Program Services STUDY ABROAD 46960 6 64 17 215 23 279 473609574 60643863 534253437 Sub-Saharan Africa RESEARCH 505433 WIRE North America RESEARCH 349959 CHECK Europe (Including Iceland and Greenland) RESEARCH 17838 WIRE Europe (Including Iceland and Greenland) RESEARCH 16840 WIRE Middle East and North Africa RESEARCH 60380 WIRE Europe (Including Iceland and Greenland) RESEARCH 86666 WIRE East Asia and the Pacific RESEARCH 37850 WIRE Europe (Including Iceland and Greenland) RESEARCH 63807 WIRE East Asia and the Pacific RESEARCH 23924 WIRE East Asia and the Pacific RESEARCH 18923 WIRE North America RESEARCH 89414 CHECK Europe (Including Iceland and Greenland) RESEARCH 49932 WIRE Europe (Including Iceland and Greenland) RESEARCH 13481 CHECK Europe (Including Iceland and Greenland) RESEARCH 10161 WIRE South America RESEARCH 355523 WIRE Sub-Saharan Africa RESEARCH 349152 WIRE North America RESEARCH 42257 CHECK Sub-Saharan Africa RESEARCH 88517 WIRE North America RESEARCH 54651 CHECK East Asia and the Pacific RESEARCH 40000 WIRE Central America and the Caribbean RESEARCH 6894 WIRE Europe (Including Iceland and Greenland) RESEARCH 140000 WIRE Europe (Including Iceland and Greenland) RESEARCH 35291 WIRE East Asia and the Pacific RESEARCH 20000 WIRE East Asia and the Pacific RESEARCH 75550 WIRE North America RESEARCH 13375 CHECK Sub-Saharan Africa RESEARCH 57783 WIRE 22 5 STUDENT FINANCIAL AID Europe (Including Iceland and Greenland) 17 72589 TUITION COST STUDENT FINANCIAL AID East Asia and the Pacific 1 10000 TUITION COST true false true true true true Schedule F, Part I, Line 2 THE UNIVERSITY ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES TO THE OFFICE OF POST AWARD FINANCIAL OPERATIONS. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING COMPLIANCE WITH ALL APPLICABLE REGULATIONS. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. SCHEDULE F, PART I, LINE 3 THE INFORMATION REPORTED UNDER SCHEDULE F, PART I IS BASED ON REVIEW OF DISBURSEMENTS TO FOREIGN VENDORS AS WELL AS GRANT, PAYROLL, TRAVEL, AND INVESTMENT DATA. 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This office monitors all grant making activity, including COMPLIANCE WITH all applicablE regulations. Expenses are accounted for on an accrual basis. Schedule I, Part III Boston University makes every effort to assist students with calculated financial eligibility and high academic achievement, measured against the credentials of other accepted students. A student's academic record is an important factor in determining eligibility for Boston University scholarships and need-based grants. Key indicators such as high school grade point average (GPA), rank in class, and standardized test scores are considered, as well as the strength of the student's academic program and extracurricular activities. X X X true true X X X X false true false false false true false true false ROBERT A BROWN PRESIDENT 883574 0 0 0 1331352 0 148380 0 268220 0 2631526 0 958899 0 STEPHEN M BRADY TRUSTEE (UNTIL 5/31/16) & PROF 143146 0 0 0 792 0 19095 0 19022 0 182055 0 0 0 J ROBB DIXON TRUSTEE (AS OF 6/1/16) & PROF 153531 0 0 0 51336 0 26911 0 274 0 232052 0 0 0 MARTIN J HOWARD SR VP, CFO, & TREASURER 448428 0 0 0 28412 0 35255 0 72949 0 585044 0 0 0 TODD L C KLIPP SR VP, SR COUNSEL, & SECRETARY 429374 0 0 0 116005 0 35255 0 20487 0 601121 0 0 0 JEAN MORRISON UNIVERSITY PROVOST 631955 0 0 0 53170 0 35255 0 165762 0 886142 0 0 0 KAREN H ANTMAN MEDICAL CAMPUS PROVOST 731500 0 0 0 69554 0 35255 0 682 0 836991 0 0 0 GARY W NICKSA SR VP FOR OPERATIONS 445610 0 0 0 27163 0 35255 0 31715 0 539743 0 0 0 TONY TANNOURY PROFESSOR & PHYSICIAN 0 253873 0 0 0 2374509 0 29955 0 26743 0 2685080 0 0 PUSHKAR MEHRA PROFESSOR & ORAL SURGEON 334417 0 619501 0 243456 0 29955 0 25791 0 1253120 0 0 0 WILLIAM CREEVY PROFESSOR & PHYSICIAN 0 254539 0 123761 0 668909 0 35255 0 26743 0 1109207 0 0 CLARISSA HUNNEWELL CHIEF INVESTMENT OFFICER 565000 0 418204 0 41323 0 35255 0 796 0 1060578 0 0 0 ROBERT NICOLETTA PHYSICIAN & PROFESSOR 0 262190 0 0 0 739892 0 28630 0 414 0 1031126 0 0 DAVID CAMPBELL FORMER PROVOST 377684 0 0 0 44269 0 35255 0 26627 0 483835 0 0 0 SCHEDULE J, PART I TONY TANNOURY, WILLIAM CREEVY, AND ROBERT NICOLETTA ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE (GSDM) DEPARTMENT OF ORAL & MAXILLOFACIAL SURGERY FOR HIS CLINICAL WORK AT A GSDM PATIENT TREATMENT CENTER, THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC., AND BOSTON MEDICAL CENTER. SCHEDULE J, PART I, LINE 1A (1) AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, PRESIDENT ROBERT BROWN AND PROVOST JEAN MORRISON WERE BOTH REQUIRED TO LIVE IN UNIVERSITY RESIDENCES. AMOUNTS REPORTED IN COLUMN D INCLUDE, IN ADDITION TO OTHER NON-TAXABLE BENEFITS, THE ESTIMATED FAIR MARKET RENTAL VALUE OF THE UNIVERSITY-PROVIDED RESIDENCE, BASED UPON AN INDEPENDENT OPINION OF VALUE AND WITHOUT ANY ALLOCATION OR REDUCTION FOR UNIVERSITY USE OF THE PREMISES, FOR PRESIDENT BROWN ($248,420) AND PROVOST MORRISON ($138,577). FORMER PROVOST DAVID CAMPBELL WAS PROVIDED A TAXABLE HOUSING ALLOWANCE OF $24,000 AS PART OF HIS EMPLOYMENT AGREEMENT; THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. (2) FIRST-CLASS TRAVEL: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, ALL EMPLOYEES ARE REIMBURSED FOR ECONOMY AIRFARE. EXCEPTIONS FOR TRAVEL INVOLVING AN EXTENDED PERIOD OF TIME ARE PERMITTED IN ACCORDANCE WITH THE TERMS OF THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR FIRST-CLASS TRAVEL. TRAVEL FOR BUSINESS PURPOSES, INCLUDING FIRST-CLASS TRAVEL, IS NOT INCLUDED IN TAXABLE WAGES. THE PRESIDENT IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO TRAVELED FIRST-CLASS DURING CALENDAR YEAR 2015. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL AND BUSINESS EXPENSE GUIDELINES, BOSTON UNIVERSITY ALLOWS COMPANION TRAVEL FOR BONA FIDE BUSINESS PURPOSES. ALL SUCH CASES REQUIRE THE PRIOR WRITTEN APPROVAL OF AN AUTHORIZED SENIOR EXECUTIVE. THE PRESIDENT'S EMPLOYMENT AGREEMENT ALLOWS FOR SPOUSAL TRAVEL. COMPANION TRAVEL FOR BUSINESS PURPOSES IS NOT INCLUDED IN TAXABLE WAGES. THE PRESIDENT IS THE ONLY INDIVIDUAL REPORTED ON FORM 990, PART VII WHO UTILIZED COMPANION TRAVEL DURING CALENDAR YEAR 2015. (4) TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: FROM TIME TO TIME, BOSTON UNIVERSITY MAY PROVIDE CERTAIN PAYMENTS THAT HAVE BEEN GROSSED-UP FOR TAX PURPOSES. ALL SUCH CASES INVOLVING THE UNIVERSITY'S SENIOR EXECUTIVES REQUIRE THE APPROVAL OF THE BOARD OF TRUSTEES. FOR CALENDAR YEAR 2015, NO INDIVIDUAL REPORTED ON FORM 990, PART VII RECEIVED THIS BENEFIT. SCHEDULE J, PART I, LINE 4B (1) UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, ON AUGUST 1 OF EACH OF THE FIVE CALENDAR YEARS FROM 2011 THROUGH 2015 PRESIDENT BROWN RECEIVED A CREDIT EQUAL TO 30% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. EACH OF THESE CREDITS WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL PRESIDENT BROWNS RIGHTS IN THE PLAN BECAME VESTED ON AUGUST 1, 2015. UPON VESTING, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $1,222,771 (REPRESENTING THE TOTAL OF THE FIVE AMOUNTS CREDITED, WITHOUT INTEREST) WAS DISTRIBUTED TO PRESIDENT BROWN IN CALENDAR YEAR 2015 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE PORTION OF THE AMOUNT DISTRIBUTED WHICH WAS PREVIOUSLY REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C OF PRIOR FORMS 990 IS $958,899. THIS AMOUNT IS THEREFORE REPORTED ON THIS YEARS SCHEDULE J, PART II, COLUMN F. UNDER THE SAME SUPPLEMENTAL RETIREMENT PLAN, ON AUGUST 1, 2016, PRESIDENT BROWN WAS TO BECOME ENTITLED TO RECEIVE AN AMOUNT EQUAL TO 30% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. PRESIDENT BROWNS RIGHT TO SUCH PAYMENT WAS SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS AS WELL AS A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $113,125 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2015 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION ALSO INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2015 TO AN IRC SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENT BENEFITS TO PRESIDENT BROWN AND TODD KLIPP. SCHEDULE J, PART I, LINE 6A A PORTION OF PUSHKAR MEHRA'S COMPENSATION (AS REPORTED IN SCHEDULE J, PART II, COLUMN B(II)) IS BASED ON A PERCENTAGE OF BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL MAXILLOFACIAL SURGERY GROUP REVENUES LESS OPERATING EXPENSES. SCHEDULE J, PART I LINE 7 AS THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, CLARISSA HUNNEWELL IS ELIGIBLE FOR INCENTIVE COMPENSATION, IN THE DISCRETION OF THE BOARD OF TRUSTEES, BASED IN PART UPON HER SUCCESS IN ACHIEVING CERTAIN PERFORMANCE BENCHMARKS. THIS IS A COMMON COMPONENT OF THE COMPENSATION PACKAGE FOR SUCH POSITIONS. SCHEDULE J, PART II THIS SCHEDULE INCLUDES EACH OF THE UNIVERSITY'S CURRENT AND FORMER OFFICERS, TRUSTEES, KEY EMPLOYEES, AND FIVE MOST HIGHLY COMPENSATED EMPLOYEES FOR WHOM THE SUM OF CALENDAR YEAR 2015 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000. A MASS DEV FIN AGENCY - SERIES AA-1 AND AA-2 043431814 000000000 2015-09-30 162740000 REFUNDING false false false B MASS DEV FIN AGENCY -SERIES U1 U2 U3 U4 U5 U6 043431814 57583RWD3 2008-05-15 536365000 PARTIAL REF/CAP PROJ/PROP ACQ false false false C MASS DEV FIN AGENCY - SERIES V1 V2 V3 043431814 57583RQ32 2009-12-01 117370000 REFUNDING false false false D MASS DEV FIN AGENCY - SERIES X (2013) 043431814 57583UVL9 2013-04-30 120736790 CAPITAL PROJECTS false false false A 0 0 162740000 0 0 0 0 0 0 0 162740000 0 true false true true B 87175000 0 539836174 0 0 0 863269 727358 0 202745547 335500000 0 2012 true false true true C 73370000 0 117370000 0 0 0 395000 0 0 0 116975000 0 true false true true D 0 0 120780965 0 0 0 734856 0 0 120046109 0 0 2015 false false true true A false true true true true true 0.01100 0.01100 false false false true B false true true true true true 0.00341 0.00341 false false false true C 0 D false true true true true true 0 false false false true A false false false true true false 0 false false false 0 true true B false false false true true true SEE PART VI false false false 0 true true C false false false true false false 0 false false false 0 false true D false true false false false false 0 false false false 0 false true A true B true C true D true SCHEDULE K, PART I, LINE A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) SERIES AA-1 AND AA-2 BONDS IN THE AMOUNT OF $162,740,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES T1 BOND OF THE SAME AMOUNT. SCHEDULE K, PART I, LINE B MDFA SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT OF $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS, ISSUED IN 2002 AND 2001, RESPECTIVELY, IN THE AMOUNT OF $336,365,000. THE BALANCE OF SERIES U PROCEEDS IN THE AMOUNT OF $200,000,000 WERE NEW MONEY BONDS. SCHEDULE K, PART I, LINE C MDFA SERIES V1, V2, AND V3 BONDS IN THE AMOUNT OF $117,370,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES U-6B AND U-6D BONDS, BOTH ISSUED IN 2008 TO PARTIALLY REFUND MDFA SERIES R BOND ORIGINALLY ISSUED IN 2002, IN THE AMOUNT OF $73,370,000 AND MASSACHUSETTS HEFA SERIES H BOND, ISSUED IN 1985, IN THE AMOUNT OF $44,000,000. SCHEDULE K, PART II, LINE 3, COLUMNS B AND D COLUMN B: TOTAL PROCEEDS OF $539,836,174 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $536,365,000 AND INVESTMENT EARNINGS TOTALING $3,471,174. COLUMN D: TOTAL PROCEEDS OF $120,780,965 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $44,175. SCHEDULE K, PART II, LINE 7, COLUMNS B-D COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $863,269 IS COMPRISED OF ISSUANCE COSTS TOTALING $364,667 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $498,602. COLUMN C: COST OF ISSUANCE IN THE AMOUNT OF $395,000 IS COMPRISED OF ISSUANCE COSTS TOTALING $150,179 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $244,821. COLUMN D: COST OF ISSUANCE IN THE AMOUNT OF $734,856 IS COMPRISED OF ISSUANCE COSTS TOTALING $434,529 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $300,327. SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A, B AND D (INCLUDING SERIES Y) THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH EQUITY AND DEBT AND MADE A TIMELY ELECTION TO ALLOCATE EQUITY PROCEEDS TO ANY PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES. IF PRIVATE BUSINESS USE FOR THE REFERENCED DEBT ISSUES DOES NOT EXCEED THE EQUITY ALLOCATION, THE PRIVATE BUSINESS USE IS REPORTED AS 0.00%. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION FOR MDFA SERIES T1 BOND, WHICH WAS REFUNDED BY MDFA SERIES AA-1 AND AA-2 BONDS, WAS PERFORMED IN JUNE 2010. THE REBATE COMPUTATION FOR THE SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS WAS PERFORMED IN MAY 2013. SCHEDULE K, PART IV, LINES 4A & 4B, COLUMN B THE HEDGES THAT ARE ALL OR IN PART IDENTIFIED WITH MDFA SERIES U-1, U-2, U-3, U-4, U-5 AND U-6 BONDS ARE AS FOLLOWS: WELLS FARGO: 30 YEARS, GOLDMAN SACHS: 20-33 YEARS, MERRILL LYNCH: 33-34 YEARS, AND DEUTSCHE BANK: 34 YEARS. SCHEDULE K, PART IV, LINE 6, COLUMNS A-B UNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD. SCHEDULE K, PART I, LINE (E) MFDA SERIES Y, Z-1, AND Z-2 BONDS WERE ISSUED TO CURRENTLY REFUND MDFA SERIES S BOND IN THE AMOUNT OF $35,000,000 AND MDFA SERIES V-2 AND V-3 BONDS IN THE AMOUNT OF $73,370,000. SCHEDULE K, PART IV, LINE 2B, COLUMN (E) THE PROCEEDS OF MDFA SERIES Y, OF WHICH 100 PERCENT WERE SPENT TO FINANCE CONSTRUCTION EXPENDITURES, WERE SPENT WITHIN TWO YEARS OF THE BOND ISSUANCE DATE. THEREFORE, THIS BOND ISSUANCE QUALIFIED FOR AN EXCEPTION TO REBATE UNDER INTERNAL REVENUE CODE SECTION 148(f)(4)(C). A (E) MASS DEV FIN AGENCY-SER Y Z-1 AND Z-2(2014) 043431814 57583UL89 2014-09-30 108370000 REFUNDING false false false A 0 0 108370000 0 0 0 0 0 0 0 108370000 0 true false true true A false true true true true true 0 false false false true A false false true false true true MERRILL LYNCH 25. false false false 0 false true A true IRON MOUNTAIN INC SEE PART V 163389 SEE PART V false FELD ENTERTAINMENT INC SEE PART V 547310 SEE PART V true J LAWFORD ANDERSON SEE PART V 161088 EMPLOYMENT COMPENSATION false KEITH A BROWN SEE PART V 137302 EMPLOYMENT COMPENSATION false SCHEDULE L, PART IV, LINE 1 (B) A FAMILY MEMBER OF TRUSTEE CARLA E. MEYER SERVES ON THE BOARD OF DIRECTORS OF IRON MOUNTAIN, INC. THE UNIVERSITY'S RELATIONSHIP WITH IRON MOUNTAIN PREDATES MS. MEYER'S BECOMING A TRUSTEE. (D) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS THE COST OF ARCHIVING AND DIGITAL IMAGING SERVICES PURCHASED BY THE UNIVERSITY FOR RECORDS STORAGE. SCHEDULE L, PART IV, LINE 2 (B) TRUSTEE KENNETH J. FELD IS THE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF FELD ENTERTAINMENT, INC. (D) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS PAYMENTS FOR LIVE SHOW PRODUCTIONS BY FELD ENTERTAINMENT, INC. AT AGGANIS ARENA THAT ARE OPEN TO THE PUBLIC AND FOR WHICH ADMISSION IS CHARGED. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 4 (B) FAMILY MEMBER OF PRESIDENT ROBERT BROWN. X 1 9000 INDEP. APPRAISAL X 1356 INDEP. APPRAISAL X 8523 INDEP. APPRAISAL X 1358 818278 NET PROCEEDS X 171 3466143 MEAN PRICE ON DATE X 1 20000 INDEP. APPRAISAL X EVENT SUPPORT 7 24089 EVENT SUPPORT COST X EQUIP - MED,RESEARCH,EDU 6 1083112 INDEP. APPRAISAL X DONATED AUCTION ITEMS 8 47015 INDEP. APPRAISAL 5 false true true SCHEDULE M, PART I THE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT CONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS. SCHEDULE M, PART I, LINE 32B THE UNIVERSITY USES A TRADING BROKERAGE ACCOUNT AT NORTHERN TRUST TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. THE BANK CHARGES THE UNIVERSITY A COMMISSION WHEN EACH SECURITY IS SOLD. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 BOSTON UNIVERSITY IS AN INTERNATIONAL, COMPREHENSIVE, PRIVATE RESEARCH UNIVERSITY, COMMITTED TO EDUCATING STUDENTS TO BE REFLECTIVE, RESOURCEFUL INDIVIDUALS READY TO LIVE, ADAPT, AND LEAD IN AN INTERCONNECTED WORLD. BOSTON UNIVERSITY IS COMMITTED TO GENERATING NEW KNOWLEDGE TO BENEFIT SOCIETY. FORM 990, PART III, LINE 4A INSTRUCTION - BOSTON UNIVERSITY TODAY IS ONE OF THE MOST DYNAMIC, FORWARD-LOOKING PRIVATE RESEARCH UNIVERSITIES IN THE WORLD, WITH STUDENTS AND FACULTY WHO ARE IMMERSED IN INNOVATIVE EDUCATIONAL PROGRAMS AT THE FRONTIERS OF SCHOLARSHIP AND RESEARCH AND IN PUBLIC SERVICE, ALL IN A 21ST-CENTURY ATMOSPHERE OF URBAN AND GLOBAL ENGAGEMENT. WITH 17 SCHOOLS AND COLLEGES ON ITS TWO CAMPUSES, BOSTON UNIVERSITY OFFERS ITS STUDENTS MORE THAN 250 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH 90+ STUDY-ABROAD PROGRAMS OFFERING OPPORTUNITIES IN 35 CITIES ON 6 CONTINENTS. BOSTON UNIVERSITY FACULTY ARE COMMITTED TO EXCELLENCE IN TEACHING AND IN PATH-BREAKING RESEARCH AND SCHOLARSHIP. THROUGH THEIR RESEARCH, SCHOLARSHIP, AND CREATIVE ENDEAVORS, THEY ARE EXPANDING THE BOUNDARIES OF KNOWLEDGE ACROSS DISCIPLINES, FROM MOLECULAR MEDICINE, BIOLOGICAL EVOLUTION, AND HIGH-ENERGY PHYSICS TO MANAGEMENT, POETRY, AND THE PERFORMING ARTS. THE UNIVERSITY PLACES A STRONG EMPHASIS ON THE INTERDISCIPLINARY AND COLLABORATIVE EFFORTS OF BOTH FACULTY AND STUDENTS, WITH MAJOR INITIATIVES IN EMERGING AREAS SUCH AS NEUROSCIENCE, SYSTEMS BIOLOGY, PHOTONICS, ENGINEERING BIOLOGY, DATA SCIENCE, URBAN HEALTH, AND GLOBAL HEALTH AND DEVELOPMENT, AS WELL AS RESEARCH AND TREATMENTS FOR EMERGING INFECTIOUS DISEASES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF LIBRARIES, ACADEMIC SERVICES, STUDENT SERVICES, EXTERNAL PROGRAMS, AND OTHER DEDUCTIONS. FOREIGN ACCOUNTS FORM 990, PART V, LINE 4B BOSTON UNIVERSITY HAS BANK ACCOUNTS IN FOREIGN COUNTRIES. THESE ACCOUNTS FUND THE OPERATIONS OF THE UNIVERSITY'S UNDERGRADUATE AND GRADUATE OVERSEAS PROGRAMS. FOREIGN COUNTRIES INCLUDE (ATTACHMENT 1 CONTINUED): ZAMBIA FORM 990, PART VI, SECTION A, LINE 1A WITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE EXERCISES THE POWERS OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. THE COMMITTEE HOLDS MEETINGS DURING MOST MONTHS WHEN THE FULL BOARD DOES NOT MEET AND OTHERWISE AS NECESSARY. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, THE CHAIRS OF THE OTHER STANDING COMMITTEES OF THE BOARD, THE PRESIDENT, AND UP TO THREE AT-LARGE MEMBERS ELECTED ANNUALLY BY THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION, A DRAFT OF THE FORM 990 IS REVIEWED BY THE UNIVERSITY'S COMPTROLLER, BY THE CHIEF FINANCIAL OFFICER (AS WELL AS OTHER FINANCE/ACCOUNTING STAFF), AND BY UNIVERSITY COUNSEL. THE UNIVERSITY'S PUBLIC ACCOUNTING FIRM, KPMG, IS INVOLVED THROUGHOUT THE PREPARATION AND REVIEW OF THE RETURN. THE FORM IS THEN SENT TO THE UNIVERSITY'S AUDIT COMMITTEE TO BE REVIEWED DURING ITS ANNUAL SPRING MEETING. AFTER AUDIT COMMITTEE REVIEW, THE FINAL RETURN IS PROVIDED TO THE BOARD OF TRUSTEES VIA A SECURE INTRANET SITE BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES (INCLUDING VICE PRESIDENTS AND OTHER MANAGERIAL PERSONNEL) ARE REQUIRED TO DISCLOSE ON THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANY BUSINESS OR FINANCIAL RELATIONSHIP THEY OR MEMBERS OF THEIR IMMEDIATE FAMILIES HAVE OR PROPOSE TO HAVE WITH THE UNIVERSITY, EITHER DIRECTLY OR THROUGH ANOTHER ENTITY IN WHICH THEY HAVE A SIGNIFICANT INTEREST. THE DISCLOSURE FORM IS REQUIRED TO BE FILED ANNUALLY; AN AMENDED FORM MUST BE FILED PROMPTLY IN THE EVENT OF A MATERIAL CHANGE IN CIRCUMSTANCES. A TRUSTEE OR OFFICER IS REQUIRED TO PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP COVERED BY THIS POLICY TO THE CHAIRMAN OF THE AUDIT COMMITTEE. AN EMPLOYEE OR OTHER REPRESENTATIVE MUST PROVIDE ADVANCE WRITTEN DISCLOSURE OF ANY SUCH RELATIONSHIP TO THE UNIVERSITY'S COMPLIANCE COMMITTEE. TRUSTEES, OFFICERS, KEY EMPLOYEES, AND OTHER REPRESENTATIVES WHO HAVE DISCLOSED A POTENTIAL CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE UNIVERSITY'S CONSIDERATION OF ANY PROPOSED BUSINESS OR FINANCIAL RELATIONSHIP IN WHICH HE OR SHE IS INTERESTED, EXCEPT TO RESPOND TO QUESTIONS OR TO PROVIDE FURTHER INFORMATION. IF A TRANSACTION OR RELATIONSHIP REQUIRES A VOTE, THE INTERESTED PARTY SHOULD NOT BE PRESENT AT THE TIME OF THE VOTE. THE AUDIT COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING A TRUSTEE OR OFFICER SHOULD BE ENTERED INTO OR CONTINUED. IN THE CASE OF ANY SUCH RELATIONSHIP INVOLVING A TRUSTEE, SUCH A DETERMINATION IS TO BE SET FORTH IN A WRITTEN REPORT OF THE AUDIT COMMITTEE SIGNED BY THE CHAIRMAN AND A MAJORITY OF THE COMMITTEE. THE COMPLIANCE COMMITTEE DETERMINES WHETHER A BUSINESS OR FINANCIAL RELATIONSHIP INVOLVING AN EMPLOYEE OR OTHER REPRESENTATIVE SHOULD BE ENTERED INTO OR CONTINUED. THE COMPLIANCE COMMITTEE PROVIDES SUCH REPORTS AS MAY BE REQUESTED BY THE AUDIT COMMITTEE AND MAY REQUEST ADVICE OR DIRECTION FROM THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINES 15A & 15B EACH YEAR, INCLUDING THE YEAR COVERED BY THIS RETURN, THE FOLLOWING PROCESS IS USED TO ESTABLISH THE COMPENSATION OF THE FOLLOWING INDIVIDUALS: THE PRESIDENT; UNIVERSITY PROVOST; MEDICAL CAMPUS PROVOST; CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT FOR OPERATIONS; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; AND SENIOR VICE PRESIDENT, SENIOR COUNSEL, AND SECRETARY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (WHICH CONSISTS ENTIRELY OF INDEPENDENT PERSONS HAVING NO CONFLICTS OF INTEREST AS DEFINED IN THE APPLICABLE REGULATIONS) ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO OBTAIN DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS THIS DATA AND THE PERFORMANCE OF THE INDIVIDUALS HOLDING THE POSITIONS IN QUESTION, AND IT DEVELOPS A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION AND CONSIDERS THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR EACH OF THE OTHER COVERED PERSONS. THE EXECUTIVE COMPENSATION COMMITTEE THEN PRESENTS THE DATA AND ITS COMPENSATION RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE DELIBERATIONS AND ACTIONS OF BOTH THE EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY. Form 990, Part VI, SECTION C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS OWN WEBSITE. Form 990, Part VII, Section A ROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. MARTIN J. HOWARD, AN OFFICER OF BOSTON UNIVERSITY, DEVOTES ONE HOUR OR LESS PER WEEK TO EACH OF 660 CORPORATION, AKEAH INC., AND BOSTON UNIVERSITY FOUNDATION - INDIA, ALL RELATED ORGANIZATIONS. GARY W. NICKSA, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES TWO HOURS OR LESS PER WEEK TO EACH OF BIOSQUARE REALTY TRUST AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. KAREN H. ANTMAN, MD, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES THREE HOURS OR LESS PER WEEK TO EACH OF FACULTY PRACTICE FOUNDATION, INC. AND EAST CONCORD MEDICAL FOUNDATION, INC., BOTH RELATED ORGANIZATIONS. WILLIAM CREEVY, MD, ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, DEVOTES 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. STEPHEN M. BRADY AND J. ROBB DIXON WERE COMPENSATED AS FACULTY MEMBERS, NOT AS TRUSTEES. Form 990, Part XI, Line 9 Other Changes in Net Assets or Fund Balances Net Actuarial Gains & Losses: -$443,000 Gain/Loss Non Investment Assets: $9,303,373 Other Changes: $502,028 Total: $9,362,401 BU FUNDING LLC 108 BAY STATE ROAD BOSTON MA 02215 870773653 LLC MA 0 46827000 BU TRUSTEES PLEASANT VENTURES REALTY TRUST 125 BAY STREET BOSTON MA 02215 REAL ESTATE MA 11738917 23646134 BU TRUSTEES Boston Emergency Physician FDN Inc 860 Harrison Avenue Boston MA 02118 043286156 Medicine MA 501(C)(3) 11c III-FI na false Boston Rehabilitation Med Assoc Inc 732 Harrison Avenue Suite 511 Boston MA 02118 043286641 Medicine MA 501(C)(3) 11c III-FI na false BU Cardiac & Thoracic Surgical Fdn Inc 88 East Newton Street Boston MA 02118 042966416 Medicine MA 501(C)(3) 11c III-FI na false BU Dermatology Associates Inc 609 Albany Street Boston MA 02118 043335166 Medicine MA 501(C)(3) 11c III-FI na false BU Dermatology Support Services I Inc 609 Albany Street Boston MA 02118 043452877 Medicine MA 501(C)(3) 11c III-FI na false BU Dermatology Support Services II Inc 609 Albany Street Boston MA 02118 043452874 Medicine MA 501(C)(3) 11c III-FI na false Boston University Eye Associates Inc 2005 Bay Street Suite 201 Taunton MA 02780 043137333 Medicine MA 501(C)(3) 11c III-FI na false Boston University Family Medicine Inc 1 Boston Medical Ctr Dowling 5 Boston MA 02118 043354353 Medicine MA 501(C)(3) 11c III-FI na false BU General Surgical Associates Inc 88 East Newton Street Ste C500 Boston MA 02118 043265008 Medicine MA 501(C)(3) 11c III-FI na false BU Mallory Pathology Associates Inc 670 Albany Street 3rd Floor Boston MA 02118 042794543 Medicine MA 501(C)(3) 11c III-FI na false BU Medical Center Anesthesiologists Inc 88 East Newton Street Boston MA 02118 043276227 Medicine MA 501(C)(3) 11c III-FI na false BU Medical Center Urologists Inc 725 Albany Street Shapiro 3B Boston MA 02118 043286643 Medicine MA 501(C)(3) 11c III-FI na false BU Neurology Associates Inc 72 East Concord Street C3 Boston MA 02118 043428462 Medicine MA 501(C)(3) 11c III-FI na false BU Neurosurgical Associates Inc 72 East Concord Street C3 Boston MA 02118 043296068 Medicine MA 501(C)(3) 11c III-FI na false BU Obstetrics & Gynecology Fdn Inc 85 E Concord 6th Floor Boston MA 02118 043067465 Medicine MA 501(C)(3) 11c III-FI na false BU Orthopaedic Surgical Associates Inc 720 Harrison Ave Suite 808 Boston MA 02118 043354360 Medicine MA 501(C)(3) 11c III-FI na false BU Plastic Surgery Associates Inc 720 Harrison Ave DOB 9th Fl Boston MA 02118 043555478 Medicine MA 501(C)(3) 11c III-FI na false BU Psychiatry Associates Inc 85 East Newton Street Ste 802 Boston MA 02118 043355267 Medicine MA 501(C)(3) 11c III-FI na false BU Medical Center Radiologists Inc 820 Harrison Ave FGH Bldg Boston MA 02118 043283573 Medicine MA 501(C)(3) 11c III-FI na false BU Surgical Associates Inc 88 East Newton Street C500 Boston MA 02118 043291148 Medicine MA 501(C)(3) 11c III-FI na false Child Health Foundation of Boston Inc 771 Albany St Dowling 3 South Boston MA 02118 042472758 Medicine MA 501(C)(3) 11c III-FI na false Evans Medical Foundation Inc 88 East Newton Street Boston MA 02118 510172171 Medicine MA 501(C)(3) 11c III-FI na false Faculty Practice Foundation Inc 660 Harrison Avenue 3rd Floor Boston MA 02118 043289381 Medicine MA 501(C)(3) 11b II na false Mercond Inc 881 Commonwealth Avenue Boston MA 02215 043099628 Holding Co. 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