TRUSTEES OF BOSTON UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF BOSTON UNIVERSITY (EIN 04-2103547)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201521339349305547
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T17:37:18-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF BOSTON UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% GILLIAN EMMONSInCareOfNm
Business Name ControlTRUSBusinessNameControlTxt
Phone6173532290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVENUE 4TH FLAddressLine1
Address Line2SuiteAddressLine2
CityBOSTONCity
StateMAState
ZIP Code022151303ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN J HOWARDPersonNm
Person TitleSVP, CFO & TREASURERPersonTitleTxt
Phone6173532290PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARILTN FARLEYPreparerPersonNm
PTINP01231880PTIN
Phone6173532290PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT A BROWN PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SILBER WAYAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,294,893,374GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.bu.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee25959TotalEmployeeCnt
Total Volunteers1754TotalVolunteersCnt
Total Gross UBI$12,368,952TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$416,392,754PYContributionsGrantsAmt
CY Contributions Grants$442,713,301CYContributionsGrantsAmt
PY Program Service Revenue$1,494,966,616PYProgramServiceRevenueAmt
CY Program Service Revenue$1,500,730,318CYProgramServiceRevenueAmt
PY Investment Income$65,379,241PYInvestmentIncomeAmt
CY Investment Income$101,376,793CYInvestmentIncomeAmt
PY Other Revenue$43,901,308PYOtherRevenueAmt
CY Other Revenue$49,459,815CYOtherRevenueAmt
PY Total Revenue$2,020,639,919PYTotalRevenueAmt
CY Total Revenue$2,094,280,227CYTotalRevenueAmt
PY Grants And Similar Paid$362,921,787PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$374,526,377CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$979,527,077PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$980,119,393CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$132,861PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$117,314CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,493,119CYTotalFundraisingExpenseAmt
PY Other Expenses$532,979,624PYOtherExpensesAmt
CY Other Expenses$529,820,291CYOtherExpensesAmt
PY Total Expenses$1,875,561,349PYTotalExpensesAmt
CY Total Expenses$1,884,583,375CYTotalExpensesAmt
PY Revenues Less Expenses$145,078,570PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$209,696,852CYRevenuesLessExpensesAmt
Total Assets BOY$4,648,075,901TotalAssetsBOYAmt
Total Assets EOY$4,939,052,767TotalAssetsEOYAmt
Total Liabilities BOY$2,211,659,276TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,216,163,512TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,436,416,625NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,722,889,255NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,094,776,936ExpenseAmt
Grant$334,545,390GrantAmt
Revenue$1,204,646,328RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$235,701,968ExpenseAmt
Grant$39,980,987GrantAmt
Revenue$8,819,338RevenueAmt
DescRESEARCH - 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$220,898,012ExpenseAmt
Revenue$287,264,652RevenueAmt
DescAUXILIARIES - 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$148,428,113TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,699,805,029TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2776IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee25959EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryNGForeignCountryCd
Foreign CountrySPForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGILLIAN EMMONSPersonNm
Phone6173532290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1881 COMMONWEALTH AVENUE 4TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code022151303ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROBERT A BROWN
PRESIDENT55.01.0Yes (X)Yes (X)$930,409$0$532,785
STEPHEN M BRADY
TRUSTEE (AS OF 6/01/14) & PROF55.0Yes (X)$136,364$0$31,468
KATHERYN PFISTERER DARR
TRUSTEE (UNTIL 5/30/14) & PROF55.0Yes (X)$129,326$0$16,494
ROBERT A KNOX
CHAIRMAN3.0Yes (X)
JOHN P HOWE III
VICE CHAIRMAN3.0Yes (X)
J KENNETH MENGES JR
VICE CHAIRMAN3.0Yes (X)
RICHARD D COHEN
TRUSTEE3.0Yes (X)
JONATHAN R COLE
TRUSTEE3.0Yes (X)
SHAMIM A DAHOD
TRUSTEE3.0Yes (X)
DAVID F D'ALESSANDRO
TRUSTEE3.0Yes (X)
SUDARSHANA DEVADHAR
TRUSTEE3.0Yes (X)
RICHARD B DEWOLFE
TRUSTEE UNTIL 09/19/20133.0Yes (X)
KENNETH J FELD
TRUSTEE3.0Yes (X)
SIDNEY J FELTENSTEIN
TRUSTEE3.0Yes (X)
RYAN K ROTH GALLO
TRUSTEE AS OF 09/19/20133.0Yes (X)
RONALD G GARRIQUES
TRUSTEE3.0Yes (X)
RICHARD C GODFREY
TRUSTEE3.0Yes (X)
SUNGEUN HAN-ANDERSEN
TRUSTEE3.0Yes (X)
BAHAA R HARIRI
TRUSTEE3.0Yes (X)
ROBERT J HILDRETH
TRUSTEE3.0Yes (X)
STEPHEN R KARP
TRUSTEE3.0Yes (X)
RAJEN A KILACHAND
TRUSTEE3.0Yes (X)
CLEVE L KILLINGSWORTH JR
TRUSTEE3.0Yes (X)
ELAINE B KIRSHENBAUM
TRUSTEE3.0Yes (X)
ANDREW R LACK
TRUSTEE3.0Yes (X)
ERIC S LANDER
TRUSTEE UNTIL 09/19/20133.0Yes (X)
ALAN M LEVENTHAL
TRUSTEE3.0Yes (X)
PETER J LEVINE
TRUSTEE AS OF 09/19/20133.0Yes (X)
CARLA E MEYER
TRUSTEE3.0Yes (X)
JORGE MORAN
TRUSTEE AS OF 09/19/20133.0Yes (X)
ALICIA C MULLEN
TRUSTEE3.0Yes (X)
PETER T PAUL
TRUSTEE3.0Yes (X)
CA LANCE PICCOLO
TRUSTEE3.0Yes (X)
STUART W PRATT
TRUSTEE3.0Yes (X)
ALLEN QUESTROM
TRUSTEE3.0Yes (X)
RICHARD D REIDY
TRUSTEE3.0Yes (X)
SHARON G RYAN
TRUSTEE3.0Yes (X)
SD SHIBULAL
TRUSTEE3.0Yes (X)
RICHARD C SHIPLEY
TRUSTEE3.0Yes (X)
HUGO X SHONG
TRUSTEE3.0Yes (X)
BIPPY M SIEGAL
TRUSTEE3.0Yes (X)
NINA C TASSLER
TRUSTEE3.0Yes (X)
ANDREA L TAYLOR
TRUSTEE3.0Yes (X)
STEPHEN M ZIDE
TRUSTEE3.0Yes (X)
MARTIN J HOWARD
SR VP, CFO, & TREASURER55.01.0Yes (X)$444,243$0$58,564
TODD L C KLIPP
SR VP, SR COUNSEL, & SECRETARY55.0Yes (X)$604,444$0$61,367
JEAN MORRISON
UNIVERSITY PROVOST55.0$588,665$0$194,564Yes (X)
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST55.03.0$737,406$0$34,802Yes (X)
GARY W NICKSA
SR VP FOR OPERATIONS55.02.0$430,462$0$62,172Yes (X)
JEFFREY SPIEGEL
PROFESSOR & PHYSICIAN55.0$0$1,906,220$401,905Yes (X)
TONY TANNOURY
PROFESSOR & PHYSICIAN55.0$0$1,429,069$54,413Yes (X)
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON55.0$1,117,966$0$50,241Yes (X)
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER55.0$940,962$0$34,763Yes (X)
WILLIAM CREEVY
PROFESSOR & PHYSICIAN54.0$0$901,773$59,513Yes (X)
JOSEPH P MERCURIO
EXECUTIVE VP (RETIRED)0.00.0$818,864$0$26,281Yes (X)
DAVID CAMPBELL
FORMER PROVOST40.0$423,944$0$59,498Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,303,055TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,237,062TotReportableCompRltdOrgAmt
Total Other Compensation$1,678,830TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2427IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1CityContractorAddress/ForeignAddress/CityProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateCountryContractorAddress/ForeignAddress/CountryPostal CodeContractorAddress/ForeignAddress/PostalCode
SKANSKA USA
14776 COLLECTIONS CENTER DRIVECHICAGOIL60693CONSTRUCTION$37,491,178
BOND BROS INC
145 SPRING STREETEVERETTMA02149CONSTRUCTION$21,800,271
COLUMBIA CONSTRUCTION COMPANY
100 RIVERPARK DRIVENORTH READINGMA01864CONSTRUCTION$9,563,834
EMBANET-COMPASS KNOWLEDGE GROUP INC
EDUCATIONAL SERVICES$8,935,460105 GORDON BAKER ROAD SUITE 300TORONTOONTARIOCAM2H 3P8
TURNER CONSTRUCTION COMPANY
2 SEAPORT LANE SUITE 200BOSTONMA02210CONSTRUCTION$8,601,543
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K262CntrctRcvdGreaterThan100KCnt
Fundraising$1,095,520FundraisingAmt
Government Grants$290,406,741GovernmentGrantsAmt
All Other Contributions$151,211,040AllOtherContributionsAmt
Noncash Contributions$12,025,325NoncashContributionsAmt
Total Contributions$442,713,301TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$1,204,646,328$1,204,646,328
AUX SALES & SERVICES900099$287,264,652$287,264,652
NON-GOVERNMENT GRANTS900099$8,819,338$8,819,338
FieldValueIRS element (for citing)
Total Program Service Revenue$1,500,730,318TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,173,592TotalRevenueColumnAmt
Unrelated Business Revenue$352,445UnrelatedBusinessRevenueAmt
Exclusion$48,821,147ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,463TotalRevenueColumnAmt
Exclusion$45,463ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,456,005TotalRevenueColumnAmt
Exclusion$16,456,005ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$41,002,127RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$19,855,699RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$21,146,428RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,146,428TotalRevenueColumnAmt
Exclusion$21,146,428ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$230,797,400SecuritiesAmt
Other$448,929OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$179,088,591SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$51,708,809SecuritiesAmt
Other$448,929OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,157,738TotalRevenueColumnAmt
Unrelated Business Revenue$448,929UnrelatedBusinessRevenueAmt
Exclusion$51,708,809ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,958,661FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,095,520ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,668,857FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,804TotalRevenueColumnAmt
Exclusion$289,804ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ATHLETIC RENTALS713940$9,205,155$9,205,155
PARKING812930$1,943,181$1,943,181
CONTROLLED ORGANIZATION900003$246,025$246,025

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$173,217TotalRevenueColumnAmt
Unrelated Business Revenue$173,217UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,567,578OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,094,280,227TotalRevenueColumnAmt
Related Or Exempt Func Income$1,500,730,318RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,368,952UnrelatedBusinessRevenueAmt
Exclusion$138,467,656ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$36,643,354TotalAmt
Program Services$36,643,354ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$334,545,390TotalAmt
Program Services$334,545,390ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,337,633TotalAmt
Program Services$3,337,633ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,876,532TotalAmt
Program Services$3,833,425ProgramServicesAmt
Management And General$371,628ManagementAndGeneralAmt
Fundraising$671,479FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,252,093TotalAmt
Program Services$1,252,093ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$752,712,910TotalAmt
Program Services$657,531,324ProgramServicesAmt
Management And General$83,548,010ManagementAndGeneralAmt
Fundraising$11,633,576FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$63,858,730TotalAmt
Program Services$55,783,705ProgramServicesAmt
Management And General$7,088,054ManagementAndGeneralAmt
Fundraising$986,971FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,236,115TotalAmt
Program Services$84,066,925ProgramServicesAmt
Management And General$10,681,809ManagementAndGeneralAmt
Fundraising$1,487,381FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,183,013TotalAmt
Program Services$53,446,337ProgramServicesAmt
Management And General$6,791,061ManagementAndGeneralAmt
Fundraising$945,615FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,315,466TotalAmt
Management And General$2,315,466ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$996,704TotalAmt
Management And General$996,704ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$311,005TotalAmt
Program Services$311,005ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$117,314TotalAmt
Fundraising$117,314FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,028,887TotalAmt
Management And General$2,028,887ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,692,538TotalAmt
Program Services$97,094,745ProgramServicesAmt
Management And General$6,724,628ManagementAndGeneralAmt
Fundraising$873,165FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,161,517TotalAmt
Program Services$4,828,601ProgramServicesAmt
Fundraising$332,916FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$44,158,241TotalAmt
Program Services$41,606,729ProgramServicesAmt
Management And General$1,497,697ManagementAndGeneralAmt
Fundraising$1,053,815FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,332,280TotalAmt
Program Services$6,657,549ProgramServicesAmt
Management And General$13,574,742ManagementAndGeneralAmt
Fundraising$99,989FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$10,176,850TotalAmt
Program Services$10,176,850ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$155,405,347TotalAmt
Program Services$145,357,110ProgramServicesAmt
Management And General$9,898,801ManagementAndGeneralAmt
Fundraising$149,436FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,443,080TotalAmt
Program Services$21,284,718ProgramServicesAmt
Management And General$1,103,615ManagementAndGeneralAmt
Fundraising$1,054,747FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,253,873TotalAmt
Program Services$9,228,322ProgramServicesAmt
Management And General$991,743ManagementAndGeneralAmt
Fundraising$1,033,808FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$92,188,793TotalAmt
Program Services$83,718,376ProgramServicesAmt
Management And General$8,470,417ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,644,166TotalAmt
Program Services$1,923,936ProgramServicesAmt
Management And General$2,720,230ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESEARCH & LAB SUPPLIES$26,198,882$26,198,882
BOOKS & PERIODICALS$2,641,669$2,529,945$95,669$16,055
DUES & MEMBERSHIPS$9,194,151$4,518,266$4,639,033$36,852
EDUCATIONAL SERVICES$8,935,460$8,935,460

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,741,382TotalAmt
Program Services$4,994,349ProgramServicesAmt
Management And General$747,033ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,884,583,375TotalAmt
Program Services$1,699,805,029ProgramServicesAmt
Management And General$164,285,227ManagementAndGeneralAmt
Fundraising$20,493,119FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$730,494,221BOYAmt
EOY$730,771,216EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$129,277,974BOYAmt
EOY$121,177,813EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$173,882,348BOYAmt
EOY$178,092,870EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,349,842BOYAmt
EOY$9,689,899EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$95,755,658BOYAmt
EOY$98,836,568EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,358,870,657LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,224,477,911LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,042,093,246BOYAmt
EOY$2,134,392,746EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$422,884,154BOYAmt
EOY$560,460,798EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,044,338,458BOYAmt
EOY$1,105,630,857EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,648,075,901BOYAmt
EOY$4,939,052,767EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$554,074,898BOYAmt
EOY$568,985,708EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$167,332,344BOYAmt
EOY$166,568,936EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,006,585,000BOYAmt
EOY$1,004,785,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$329,802,654BOYAmt
EOY$323,732,756EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,864,380BOYAmt
EOY$152,091,112EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,211,659,276BOYAmt
EOY$2,216,163,512EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,377,572,989BOYAmt
EOY$1,529,854,733EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$593,842,316BOYAmt
EOY$687,764,733EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$465,001,320BOYAmt
EOY$505,269,789EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,436,416,625BOYAmt
EOY$2,722,889,255EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,648,075,901BOYAmt
EOY$4,939,052,767EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$209,696,852ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$79,160,390NetUnrlzdGainsLossesInvstAmt
Investment Expense$2,028,887InvestmentExpenseAmt
Other Changes In Net Assets-$4,413,499OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,113,103CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$458,854,387CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$420,933,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$416,392,754CurrentTaxYearMinus1YearAmt
Current Tax Year$442,713,301CurrentTaxYearAmt
Total$2,037,007,381TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,113,103CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$458,854,387CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$420,933,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$416,392,754CurrentTaxYearMinus1YearAmt
Current Tax Year$442,713,301CurrentTaxYearAmt
Total$2,037,007,381TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,037,007,381PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,558,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,706,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,854,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,717,314CurrentTaxYearMinus1YearAmt
Current Tax Year$106,677,187CurrentTaxYearAmt
Total$465,514,464TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$828,733CurrentTaxYearMinus1YearAmt
Current Tax Year$2,366,659CurrentTaxYearAmt
Total$3,195,392TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$2,505,717,237TotalSupportAmt
Gross Receipts Rltd Activities$7,365,912,135GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81294PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$678,446DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Total Lobbying Expenditures$678,446TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITY EXPLANATIONFormAndLineReferenceDesc
ExplanationSCHEDULE C, PART II-B, LINE 1 THE UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE UNIVERSITY HAS A FEDERAL RELATIONS OFFICE WHICH MONITORS LEGISLATION AND OTHER FEDERAL GOVERNMENTAL DEVELOPMENTS OF INTEREST TO THE UNIVERSITY, SOMETIMES WITH THE ASSISTANCE OF CONSULTANTS. THE OFFICE ALSO SERVES AS A LIAISON BETWEEN THE UNIVERSITY AND VARIOUS GOVERNMENT OFFICIALS. THE UNIVERSITY FILES QUARTERLY REPORTS WITH CONGRESS DETAILING THESE ACTIVIITES 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. 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.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,335,661,496BeginningYearBalanceAmt
Contributions$44,714,899ContributionsAmt
Investment Earnings Or Losses$218,204,659InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,560,244GrantsOrScholarshipsAmt
Other Expenditures$31,133,213OtherExpendituresAmt
Administrative Expenses$5,394,101AdministrativeExpensesAmt
End Year Balance$1,547,493,496EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,131,262,496BeginningYearBalanceAmt
Contributions$70,974,935ContributionsAmt
Investment Earnings Or Losses$179,313,345InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,706,973GrantsOrScholarshipsAmt
Other Expenditures$26,777,636OtherExpendituresAmt
Administrative Expenses$5,404,671AdministrativeExpensesAmt
End Year Balance$1,335,661,496EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,148,486,982BeginningYearBalanceAmt
Contributions$22,350,304ContributionsAmt
Investment Earnings Or Losses-$1,050,776InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,216,801GrantsOrScholarshipsAmt
Other Expenditures$20,436,580OtherExpendituresAmt
Administrative Expenses$5,870,633AdministrativeExpensesAmt
End Year Balance$1,131,262,496EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$972,466,613BeginningYearBalanceAmt
Contributions$26,665,624ContributionsAmt
Investment Earnings Or Losses$181,672,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,414,768GrantsOrScholarshipsAmt
Other Expenditures$15,509,591OtherExpendituresAmt
Administrative Expenses$5,393,785AdministrativeExpensesAmt
End Year Balance$1,148,486,982EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$874,346,410BeginningYearBalanceAmt
Contributions$22,384,929ContributionsAmt
Investment Earnings Or Losses$105,788,254InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,134,298GrantsOrScholarshipsAmt
Other Expenditures$14,942,542OtherExpendituresAmt
Administrative Expenses$4,976,140AdministrativeExpensesAmt
End Year Balance$972,466,613EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.27000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$16,365,597InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$83,911,936OtherCostOrOtherBasisAmt
Book Value$100,277,533BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$128,920,968InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,589,215,388OtherCostOrOtherBasisAmt
Depreciation$877,719,417DepreciationAmt
Book Value$1,840,416,939BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$25,792,525InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$39,297,847OtherCostOrOtherBasisAmt
Depreciation$36,155,863DepreciationAmt
Book Value$28,934,509BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$25,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$282,878,756OtherCostOrOtherBasisAmt
Depreciation$161,823,657DepreciationAmt
Book Value$121,080,099BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$192,462,640OtherCostOrOtherBasisAmt
Depreciation$148,778,974DepreciationAmt
Book Value$43,683,666BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,134,392,746TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVES-HEDGE$493,510,284F
ALTERNATIVES-NATURAL RESOURCES$35,112,710F
ALTERNATIVES-PRIVATE$190,253,083F
ALTERNATIVES-REAL ESTATE$328,586,993F
RESIDUAL ASSET NOTE$53,285,168F
SPLIT INTEREST AGREEMENT$4,882,619F
FieldValueIRS element (for citing)
Total Book Value Securities$1,105,630,857TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$15,092,333
CAPITAL LEASE OBLIGATION$83,713,611
DISCOUNTED NOTE OBLIGATION$53,285,168
FieldValueIRS element (for citing)
Total Liability$152,091,112TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1ATHE 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 4THE 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 COLLECTION.
SCHEDULE D, PART V, LINE 4THE 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.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BOSTON 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 6ABOSTON 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.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (45 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
AntarcticaProgram ServicesRESEARCH$2,714
Central America and the CaribbeanInvestments$417,356,416
Central America and the CaribbeanProgram ServicesRESEARCH$45,72316
Central America and the CaribbeanProgram ServicesSEMINAR$36,800
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$212,7283
East Asia and the PacificFundraising$118,057
East Asia and the PacificGrantmaking$384,167
East Asia and the PacificInvestments$5,107,140
East Asia and the PacificProgram ServicesRESEARCH$319,80811
East Asia and the PacificProgram ServicesSEMINAR$454,795
East Asia and the PacificProgram ServicesSTUDY ABROAD$7,442,489444
Europe (Including Iceland and Greenland)Fundraising$72,830
Europe (Including Iceland and Greenland)Grantmaking$1,889,639
Europe (Including Iceland and Greenland)Investments$50,652,448
Europe (Including Iceland and Greenland)Program ServicesRESEARCH$1,806,60417
Europe (Including Iceland and Greenland)Program ServicesSEMINAR$947,564
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$29,830,50415179
Middle East and North AfricaFundraising$13,733
Middle East and North AfricaGrantmaking$120,684
Middle East and North AfricaInvestments$311,873
Middle East and North AfricaProgram ServicesRESEARCH$25,717
Middle East and North AfricaProgram ServicesSEMINAR$81,794
Middle East and North AfricaProgram ServicesSTUDY ABROAD$333,239
North AmericaFundraising$2,769
North AmericaGrantmaking$455,009
North AmericaInvestments$19,557,928
North AmericaProgram ServicesRESEARCH$39,903
North AmericaProgram ServicesSEMINAR$86,956
North AmericaProgram ServicesSTUDY ABROAD$43,500
Russia and the Newly Independent StatesProgram ServicesRESEARCH$275,566
Russia and the Newly Independent StatesProgram ServicesSEMINAR$18,413
South AmericaGrantmaking$35,372
South AmericaInvestments$3,351,323
South AmericaProgram ServicesRESEARCH$38,316
South AmericaProgram ServicesSEMINAR$42,148
South AmericaProgram ServicesSTUDY ABROAD$705,36913
South AsiaFundraising$21,258
South AsiaGrantmaking$24,924
South AsiaProgram ServicesRESEARCH$193,995
South AsiaProgram ServicesSEMINAR$52,725
Sub-Saharan AfricaGrantmaking$427,839
Sub-Saharan AfricaInvestments$240,638
Sub-Saharan AfricaProgram ServicesRESEARCH$6,097,21517
Sub-Saharan AfricaProgram ServicesSEMINAR$143,900
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$39,628
FieldValueIRS element (for citing)
Subtotal Offices21SubtotalOfficesCnt
Subtotal Employees250SubtotalEmployeesCnt
Continutation Total Office2ContinutationTotalOfficeCnt
Continutation Total Employee10ContinutationTotalEmployeeCnt
Total Office23TotalOfficeCnt
Total Employee260TotalEmployeeCnt
Subtotal Spent$516,680,426SubtotalSpentAmt
Continuation Spent$32,781,734ContinuationSpentAmt
Total Spent$549,462,160TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (28 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
East Asia and the PacificRESEARCH$105,950WIRE
East Asia and the PacificRESEARCH$39,867WIRE
East Asia and the PacificRESEARCH$18,900WIRE
East Asia and the PacificRESEARCH$68,450WIRE
East Asia and the PacificRESEARCH$78,450WIRE
East Asia and the PacificRESEARCH$72,550WIRE
Europe (Including Iceland and Greenland)RESEARCH$86,593WIRE
Europe (Including Iceland and Greenland)RESEARCH$290,288WIRE
Europe (Including Iceland and Greenland)RESEARCH$619,273CHECK
Europe (Including Iceland and Greenland)RESEARCH$295,752WIRE
Europe (Including Iceland and Greenland)RESEARCH$48,078WIRE
Europe (Including Iceland and Greenland)RESEARCH$160,000WIRE
Europe (Including Iceland and Greenland)RESEARCH$108,034WIRE
Europe (Including Iceland and Greenland)RESEARCH$85,500WIRE & CHECK
Europe (Including Iceland and Greenland)RESEARCH$57,275WIRE
Europe (Including Iceland and Greenland)RESEARCH$43,091WIRE
Europe (Including Iceland and Greenland)RESEARCH$26,014WIRE
Europe (Including Iceland and Greenland)RESEARCH$59,742WIRE
Middle East and North AfricaRESEARCH$120,684WIRE
North AmericaRESEARCH$361,014CHECK
North AmericaRESEARCH$83,289CHECK
North AmericaRESEARCH$10,705CHECK
South AmericaRESEARCH$35,372WIRE
South AsiaRESEARCH$24,924WIRE
Sub-Saharan AfricaRESEARCH$39,726WIRE
Sub-Saharan AfricaRESEARCH$42,549WIRE
Sub-Saharan AfricaRESEARCH$179,636WIRE
Sub-Saharan AfricaRESEARCH$165,928WIRE
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceSTUDENT FINANCIAL AIDTypeOfAssistanceTxt
RegionEurope (Including Iceland and Greenland)RegionTxt
Recipient1RecipientCnt
Cash Grant$10,000CashGrantAmt
Description Of Non Cash AsstTUITIONDescriptionOfNonCashAsstTxt
Valuation Method UsedCOSTValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
Marts Lundy Inc
Fundraising Consultantfalse$44,628
BENTZ WHALEY FLESSNER ASSOCIATES
FUNDRAISING CONSULTANTfalse$43,442
MARILYN SILVERSTEIN
FUNDRAISING CONSULTANTfalse$29,244
FieldValueIRS element (for citing)
Total Retained By Contractors$117,314TotalRetainedByContractorsAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1WBUR VALENTINENameOfEvent1Amt
Gross Receipts Event1$1,036,812GrossReceiptsEvent1Amt
Charitable Contri Event1$222,382CharitableContriEvent1Amt
Gross Revenue Event1$814,430GrossRevenueEvent1Amt
Other Direct Expenses Event1$600,828OtherDirectExpensesEvent1Amt
Name Of Event2WBUR MOTHER'SNameOfEvent2Amt
Gross Receipts Event2$1,017,813GrossReceiptsEvent2Amt
Charitable Contri Event2$399,443CharitableContriEvent2Amt
Gross Revenue Event2$618,370GrossRevenueEvent2Amt
Other Direct Expenses Event2$522,286OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$999,556GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$473,695CharitableContriOtherEventsAmt
Gross Revenue Other Events$525,861GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$133,971NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$161,094RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$20,299FoodAndBeverageOtherEventsAmt
Entertainment Other Events$20,650EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$209,729OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,054,181GrossReceiptsTotalAmt
Charitable Contributions Tot$1,095,520CharitableContributionsTotAmt
Gross Revenue Total Events$1,958,661GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$133,971NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$161,094RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,299FoodAndBeverageTotalEventsAmt
Entertainment Total Events$20,650EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,332,843OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,668,857DirectExpenseSummaryEventsAmt
Net Income Summary$289,804NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (183 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCode
Abengoa Solar US Holdings Inc
1250 Simms St Unit 101LakewoodCO80401461572690$25,677RESEARCH
AIMMS Inc
500 108th Ave Ste 1780BellevueWA98004980444091$55,000RESEARCH
Alabama A&M University
4900 Meridian StNormalAL35762636001097$33,134RESEARCH501C3
Alternatives for Community & Environment
2181 Washington St Suite 301RoxburyMA02119043228509$5,600RESEARCH501C3PO Box 1388
Alternatives Unlimited Inc
50 Douglas RoadWhitinsvilleMA01588042587863$20,000RESEARCH501C3
American College of Radiology
1818 Market Street Suite 1600PhiladelphiaPA19103362261602$1,242,231RESEARCH501C3
ARIDIS Pharmaceuticals LLC
5941 Optical CourtSan JoseCA95138320074500$42,379RESEARCH6th Floor
Auritec Pharmaceuticals Inc
15 Braeburn RoadHyde ParkMA02136841629188$131,131RESEARCHSuite 501
Battelle Memorial Institute
PO Box 84391SeattleWA98124314379427$85,819RESEARCH501C3
Baystate Medical Center Inc
759 Chestnut StreetSpringfieldMA01199042790311$17,535RESEARCH501C3MS 0124
Becton Dickinson and Company
21588 Network PlcChicagoIL60673220760120$61,422RESEARCH
Beth Israel Deaconess Medical Center Inc
330 Brookline AvenueBostonMA02215042103881$100,031RESEARCH501C3
Bexar County MENTAL RETARDATION SVCS
3031 1H 10 WestSan AntonioTX78201741590659$26,287RESEARCH
Board of Trustees of Stanford Jr UnIVERSITY
PO Box 44253San FranciscoCA94144941156365$83,244RESEARCH501C3
Board of Trustees of The University of Il
P O Box 4610SpringfieldIL62708376000511$213,934RESEARCH501C32nd FL Grants Adm
Boston Health Care for the Homeless Program Inc
780 Albany StreetBostonMA02118043160480$104,699RESEARCH501C3
Boston Housing Authority
52 Chauncy StBostonMA02111046001907$63,941RESEARCHSTATE OF MA
Boston Medical Center Corporation
660 Harrison AveBostonMA02284043314093$2,639,858RESEARCH501C3
Boston Public Health Commission
1010 Massachusetts AvenueBostonMA02118043316655$40,967RESEARCHSTATE OF MA
Boston VA Research Institute Inc
150 South Huntington AveBostonMA02130043081524$46,078RESEARCH501C3
Brandeis University
PO Box 549110WalthamMA02454042103552$256,348RESEARCH501C3
Brentwood Biomedical Research Institute Inc
PO Box 25027Los AngelesCA90025954183712$9,122RESEARCH501C3
Brigham Young University
A-261 ASB Grants Contract AccountProvoUT84602870217280$67,543RESEARCH501C3
Brown University
PO Box 1911ProvidenceRI02912050258809$430,720RESEARCH501C3
Butler Hospital
350 Duncan Dr Attn M Hennessey-GreProvidenceRI02906050258812$6,865RESEARCH501C3
Cambridge Public Health Commission
1493 Cambridge StCambridgeMA02139043320571$42,837RESEARCHSTATE OF MAMLC 4900
Cardiovascular Engineering Inc
1 Edgewater DriveNorwoodMA02062043428135$332,038RESEARCH
Casa Esperanza Inc
PO Box 191540RoxburyMA02119222525437$83,838RESEARCH501C3
Chelsea Collaborative Inc
318 BroadwayChelseaMA02150222906521$20,000RESEARCH501C3Suite 300
Childrens Hospital Corporation
PO Box 414413BostonMA02241042774441$450,554RESEARCH501C3
Childrens Research Institute
111 Michigan Ave NWWashingtonDC20010521654453$107,559RESEARCH501C3
Cleveland Clinic Foundation
PO Box 931562 Lerner College of MedClevelandOH44193340714585$13,908RESEARCH501C3
Commonweal
PO Box 316 451 Mesa RoadBolinasCA94924942366094$12,000RESEARCH501C3Mail Stop BP451
Commonwealth of Massachusetts
250 Washington St 5thBostonMA02108046002284$114,574RESEARCHSTATE OF MA
Community AIDS Research Inc
3510 Biscayne BlvdMiamiFL33137592564198$177,476RESEARCH501C3
Cornell University
PO Box 22IthacaNY14851150532082$79,254RESEARCH501C3VAMC 518
Dallas VA Research Corporation
PO Box 516LancasterTX75146752329831$17,975RESEARCH501C3Suite 300
Dana-Farber Cancer Institute Inc
450 Brookline AveBostonMA02215042263040$117,769RESEARCH501C3
DCG Systems
PO Box 54957Santa ClaraCA95054261929542$83,848RESEARCHSuite 300
Denver Research Institute
1055 Clermont St VAMC 151DenverCO80220841392442$32,429RESEARCH501C3MS 1599-001-1AH
Drexel University
PO Box 95000-1090PhiladelphiaPA19195231352630$182,397RESEARCH501C3Ste 603
Duke University
2200 West Main StreetDurhamNC27705560532129$29,144RESEARCH501C3
East Boston Neighborhood Health Center Corp
10 Gove STreetEast BostonMA02128237425849$11,518RESEARCH501C3
Education Development Center Inc
43 Foundry AveWalthamMA02453042241718$14,446RESEARCH501C3
Emmanuel College
400 The Fenway P Connolly BusinesBostonMA02115042105769$11,650RESEARCH501C3MS 2E1
EMORY UNIVERSITY
1599 Clifton Rd NEAtlantaGA30322580566256$614,786RESEARCH501C3
Endicott College
376 Hale St Treasurers OfficeBeverlyMA01915042103567$24,991RESEARCH501C3
Family Health International
1825 Connecticut Ave NWWashingtonDC27701237413005$92,545RESEARCH501C3
Fenway Community Health Center Inc
1340 Boylston StreetBostonMA02215042510564$19,312RESEARCH501C3
Forsyth Dental Infirmary for Children
245 First StreetCambridgeMA02142042104230$10,767RESEARCH501C3
Fraunhofer USA Inc
PO Box 673308DetroitMI48267383203030$286,165RESEARCH501C3
Fred Hutchinson Cancer Research Center
1100 Fairview Ave N J6-330 POB 19SeattleWA98109237156071$105,078RESEARCH501C3
Gaylord Hospital Inc
PO Box 400 Gaylord Farm RoadWallingfordCT06492060646649$143,463RESEARCH501C3
Georgetown University
Box 571164 Office of Sponsored AcctWashingtonDC20057530196603$60,178RESEARCH501C3
Harris County Hospital District
PO Box 66769HousonTX77266741536936$9,380RESEARCH501C3
Harvard Pilgrim Health Care Inc
P O Box 3672 Noncenter Lockbox 3BostonMA02241042452600$119,831RESEARCH501C3Suite 700
Harvard Vanguard Medical Associates Inc
275 Grove St Suite 3-300NewtonMA02466043397450$10,286RESEARCH501C316TH FLOOR
Health Research Incorporated
PO Box 2966BuffaloNY14240141402155$40,766RESEARCH501C3
Holyoke Health Center Inc
P O Box 6260HolyokeMA01041042492730$259,173RESEARCH501C3
Center for Special Care
2150 Corbin AveNew BritainCT06053060646766$139,677RESEARCH501C3
Indiana University
620 Union Dr 518 Research AdminIndianapolisIN46202356001673$36,871RESEARCH501C3Ste C105
Institute for Systems Biology
1441 North 34th StreetSeattleWA98103912003593$91,490RESEARCH501C3
Johns Hopkins University Applied Phys Lab
11100 Johns Hopkins RoadLaurelMD20723520595111$9,126RESEARCH501C3Bldg 12-189
Johns Hopkins University
12529 Collections Center DriveChicagoIL60693520595110$465,915RESEARCH501C3
Justice Resource Institute Inc
545 Boylston StBostonMA02116042526357$9,639RESEARCH501C3South West
Kaiser Foundation Hospitals
1800 HARRISON STOAKLANDCA94612941105628$27,840RESEARCH501C3
Kaweah Delta Hospital Foundation
216 S Johnson StreetVisaliaCA93291942675456$5,600RESEARCH501C3
Kessler Foundation Inc
300 Executive DrWest OrangeNJ07052311562134$83,970RESEARCH501C3
Lahey Clinic Inc
41 Mall RoadBurlingtonMA01805042704683$11,627RESEARCH501C3
Lesley University
29 Everett StreetCambridgeMA02138042103589$29,734RESEARCH501C3
Mapp Biopharmaceutical Inc
6160 Lusk BlvdSan DiegoCA92121200037593$939,620RESEARCH
Massachusetts Institute of Technology
77 Mass AveCambridgeMA02139042103594$2,978,068RESEARCH501C3
Mayo Clinic Rochester
200 First StreetRochesterMN55905416011702$110,170RESEARCH501C3
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224593337028$95,966RESEARCH501C3
The Medical College of Wisconsin Inc
8701 Watertown Plank RoadMilwaukeeWI53226390806261$55,514RESEARCH501C3
Medical University of South Carolina
19 Hagood Ave 303 MSC804CharlestonSC29425576000722$15,345RESEARCH501C3
Mental Health Center of Denver
4141 E Dickenson Pl C RicheyDenverCO80222742499946$29,255RESEARCH501C3251 Richard Hall
Mercy Hospital Inc
1221 Main StHolyokeMA01040043398280$8,965RESEARCH501C3
Mercyhurst University
501 East 38th St Joan GiannelliEriePA16546250965430$17,327RESEARCH501C3
Miami University
501 E High StOxfordOH45056316402089$9,666RESEARCH501C3
Michigan State University
301 Administration BuildingEast LansingMI48824386005984$184,501RESEARCH501C3
Middle Tennessee Research Institute
1310 24th Ave South Rm F201NashvilleTN37212621387860$17,222RESEARCH501C3
Miriam Hospital
593 Eddy StreetProvidenceRI02903050258905$268,455RESEARCH501C3
Montana State University
PO Box 172470 Sponsored ProgramsBozemanMT59717816010045$32,626RESEARCHSTATE OF MT
Mount Sinai School of Medicine
1 Gustave L Levy PlaceNew YorkNY10029136171197$452,014RESEARCH501C3
Natchitoches Parish Hosp Service District
501 Keyser AvenueNatchitochesLA71457726013916$7,560RESEARCH501C3
New York University
PO Box 415026 NYU School of MedicinBostonMA02241135562308$37,402RESEARCH501C3
Newton Energy Group LLC
47 Huntington RdNewtonMA02458452996872$47,988RESEARCH
North Florida Fdn for Research & Education
1601 SW Archer Rd 151GainesvilleFL32608593432918$12,593RESEARCH501C3
Northeastern University
360 Huntington AveBostonMA02115041679980$820,806RESEARCH501C3
NorthStar Learning Centers Inc
53 Linden StreetNew BedfordMA02740510200575$18,336RESEARCH501C3PO Box 1450
Northwestern University
633 Clark StreetEvanstonIL60208362167817$593,427RESEARCH501C37th Floor
OREGON HEALTH & SCIENCE UNIVERSITY
0690 SW Bancroft St/Mail code L106SPortlandOR97239931176109$96,297RESEARCHSTATE OF OR
OSU Oregon State University
PO Box 1086CorvallisOR97339481278540$191,977RESEARCH501C3Unit 210
Polaris Systems Optimization Inc
20109 24th Ave NWShorelineWA98177264314423$109,172RESEARCH
Predictive Science Incorporated
9990 Mesa Rim RoadSan DiegoCA92121263200502$76,802RESEARCH
Presbyterian Healthcare Services
PO Box 27728 Grants Clinical TriaAlbuquerqueNM87125850105601$5,110RESEARCH501C3
President & Fellows of Harvard College
PO Box 415649BostonMA02241042103580$898,190RESEARCH501C3
Primary Care Coalition of Montgomery County
8757 Georgia AvenueSilver SpringMD20910521847976$7,356RESEARCH501C3
Puerto Rico Community Network Clin Research
660466365$142,473RESEARCH501C3PO Box 20850Suite 1San JuanRQ928
Rector & Visitors of the University of VA
PO Box 400195 Attn Office of SponCharlottesvilleVA22904546001796$163,107RESEARCH501C3
Regents of the Univ of CA Berkeley
2195 Hearst AveBerkeleyCA94720946002123$229,197RESEARCH501C3
Regents of the Univ of CA Davis
PO Box 989062West SacramentoCA95798946036494$217,518RESEARCH501C3General Acct M1/365
Regents of the Univ of CA San Diego
9500 Gilman Drive MC0857La JollaCA92093956006144$117,777RESEARCH501C3Ste 1100 c/o Sheil
Regents of the Univ of CA San Francisco
EMF Box 0812 Accounting OfficeSan FranciscoCA94143946035493$75,153RESEARCH501C3
Regents of the Univ of CA Santa Barbara
SAASB Build Rm 1212Santa BarbaraCA93106956006145$8,513RESEARCH501C3
Regents of the Univ of CA Irvine
Accounting Office Biologial ScienceIrvineCA92697952226406$165,910RESEARCH501C3
Regents of the University of Colorado
PO Box 910220DenverCO80291846000555$68,064RESEARCH501C3Floor 2
Regents of the University of Minnesota
NW 5957MinneapolisMN55485416007513$40,478RESEARCH501C3
Regents of the Univ of CA Los Angeles
405 HIlgard Ave Box 951432 1125 MurLos AngelesCA90095956006143$137,160RESEARCH501C3
Regional Neonatal Specialists PLLC
PO Box 2645DaltonGA30722270815064$6,580RESEARCH2nd Floor Suite 209
Rensselaer Polytechnic Institute
110 8th StreetTroyNY12180141340095$99,393RESEARCH501C3Suite 100
ReProtect Inc
703 Stags Head Rd c/o T MoenchBaltimoreMD21286651167586$88,377RESEARCH
Rutgers The State University of New Jersey
249 University AveNewarkNJ08854226001086$203,085RESEARCH501C3
Seattle Childrens Hospital
4800 Sand Point Way NESeattleWA98145910564748$201,839RESEARCH501C3
SETI Institute
189 Bernardo Ave 100Mountain ViewCA94043942951356$21,365RESEARCH501C3
SIGMA-ALDRICH INC
3050 Spruce StreetSt LouisMO63103431742718$481,893RESEARCH
Smithsonian Institution
24351 Network Pl SAO A/R ClearingChicagoIL60673530206027$13,090RESEARCH501C3
St Joseph Hospital of Orange A Corp
PO Box 31001-1990 V SlonePasadenaCA91101951643359$5,180RESEARCH501C3
Steward St Anne's Hospital Corporation
795 Middle StreetFall RiverMA02721272473637$7,087RESEARCH
Synapse Energy Economics Inc
485 Massachusetts Ave Suite 2CambridgeMA02139043316408$15,996RESEARCHRoom B-46
Temple University of the Commonwealth
PO Box 824242PhiladelphiaPA19182231365971$23,487RESEARCH501C36210
The Barton Center for Diabetes Education
30 Ennis Rd PO Box 356North OxfordMA01537222701822$8,800RESEARCH501C3
Trustees of the University of Arkansas
4301 West Markham Slot 560 TreasurLittle RockAR72205716046242$17,712RESEARCHSTATE OF AR
The Brigham & Womens Hospital Inc
PO Box 3887BostonMA02241042312909$2,254,224RESEARCH501C3
The Broad Institute Inc
7 Cambridge CenterCambridgeMA02142263428781$56,865RESEARCH501C3
The Brooklyn Hospital Center
270 Flatbush Ave c/o M Saenz DeVitBrooklynNY11201111630755$325,191RESEARCH501C3
The General Hospital Corporation
529 Main StreetCharlestownMA02241042697983$4,063,125RESEARCH501C3
The George Washington University
45155 Research Pl Grants ContracAshburnVA20147530196584$108,806RESEARCH501C3
The Henry M Jackson Fdn Adv Military Med
6720-A Rockledge Dr Suite 100BethesdaMD20817521317896$12,762RESEARCH501C3
The Learning Center for the Deaf Inc
848 Central StreetFraminghamMA01701237064431$157,313RESEARCH501C3
The McLean Hospital Corporation
PO Box 3951BostonMA02241042697981$39,366RESEARCH501C3MSC 09 5222
The Mental Health Ctr of Greater Manchester
401 Cypress StreetManchesterNH03103020258994$252,988RESEARCH501C3
The Regents of the University of Michigan
Box 223131PittsburghPA15251386006309$107,179RESEARCH501C3CB7155 Kidney
The Research Foundation for SUNY
P O Box 9AlbanyNY12201141368361$45,162RESEARCH501C3
The Research Institute at Childrens Hosp
PO Box 715245ColumbusOH43271316056230$60,563RESEARCH501C3
The Spaulding Rehabilitation Hospital Corp
101 Huntington Ave 300 Research MBostonMA02199042551124$232,624RESEARCH501C3
The Thresholds
4101 N Ravenswood AveChicagoIL60613362518901$136,812RESEARCH501C3
The Trustees of Columbia University
PO Box 29789New YorkNY10087135598093$95,188RESEARCH501C3
The University of Arizona
PO Box 3520TucsonAZ85722742652689$11,758RESEARCHSTATE OF AZ
The University of Iowa
B5 Jessup Hall Grant AccountingIowa CityIA52242426004813$79,315RESEARCHSTATE OF IA
The University of Texas at Austin
PO Box 7159AustinTX78713746000203$263,322RESEARCH501C3
The Vanderbilt University
Dept AT 40303AtlantaGA31192620476822$28,372RESEARCH501C3
Thomas Jefferson University
1020 Walnut StreetPhiladelphiaPA19107231352651$180,055RESEARCH501C3RD MS 151
Toxics Action Center Inc
44 Winter StreetBostonMA02108043211693$5,600RESEARCH501C3
Trustees of Boston College
140 Commonwealth Ave OSPChestnut HillMA02467042103545$24,631RESEARCH501C3
Trustees of Dartmouth College
11 Rope Ferry RdHanoverNH03755020222111$700,991RESEARCH501C3
Trustees of Tufts College
136 Harrison Ave M V 701BostonMA02111042103634$255,050RESEARCH501C3
Tufts Medical Center Inc
800 Washington StreetBostonMA02111043400617$65,127RESEARCH501C3
University Corp for Atmospheric Research
1850 Table Mesa DriveBoulderCO80301840412668$131,607RESEARCH501C3MS 74
University of Alabama at Birmingham
1530 3rd Avenue SouthBirminghamAL35294636005396$95,568RESEARCH501C3
University of Florida
PO Box 113001GainesvilleFL32611596002052$16,223RESEARCHSTATE OF FL
University of Kansas Center for Research
2385 Irving Hill RoadLawrenceKS66045480680117$67,323RESEARCH501C3
University of Kentucky Research Foundation
P O Box 931113ClevelandOH44193616033693$127,463RESEARCH501C3
University of Maryland
4101 Chesapeake BldgCollege ParkMD20742526002033$544,447RESEARCHSTATE OF MD
University of Massachusetts
55 Lake Ave NorthWorcesterMA01854043167352$999,195RESEARCHSTATE OF MA
University of Miami
PO Box 405803 Office of Research AdAtlantaGA30384590624458$193,216RESEARCH501C3
University of New England
11 Hills Beach RdBiddefordME04005010211810$77,268RESEARCH501C3
University of New Mexico
1 Univ of New MexicoAlbuquerqueNM87131856000642$134,227RESEARCH501C3
University of North Carolina at Chapel Hill
PO Box 402420AtlantaGA30384566001393$142,523RESEARCH501C3
UNIVERSITY OF PENNSYLVANIA
PO Box 785541PhiladelphiaPA19178231352685$366,716RESEARCH501C3
University of Pittsburgh
3109 Cathedral of LearningPittsburghPA15260250965591$201,491RESEARCH501C3
University of Rochester
910 Genesee Street Suite 200RochesterNY14611160743209$49,000RESEARCH501C3
University of Vermont & State Agricultural College
PO Box 1389WillistonVT05495030179440$113,204RESEARCH501C3
University of Washington
12455 Collections DriveChicagoIL60693916001537$221,244RESEARCH501C3
University of Wisconsin
1220 Linden DriveMadisonWI53278391805963$105,930RESEARCHSTATE OF WI
VA Puget Sound Health Care System
1660 S Columbian WaySeattleWA98108910565166$60,568RESEARCH
Veterans Medical Research Foundation of SD
3350 La Jolla Village Drive 15ASan DiegoCA92161330189397$24,279RESEARCH501C3
Veterans Research Foundation of Pittsburgh
University Drive C Building Rm 1APittsburghPA15240251666090$90,387RESEARCH501C3
Virginia Commonwealth University
Box 843039RichmondVA23284546001758$71,499RESEARCH501C3
Washington University
700 Rosedale AvenueSaint LouisMO63112430653611$59,052RESEARCH501C3
Wave 80 Biosciences Inc
2325 3rd Street Suite 215San FranciscoCA94107020691819$139,205RESEARCH
Wayne State University
PO Box 02788DetroitMI48202386028429$42,052RESEARCH501C3
Weill Medical College of Cornell University
575 Lexington Ave 9th Fl Research ANew YorkNY10022131623978$29,830RESEARCH501C3
Wellpepper Inc
5738 35th Ave NESeattleWA98105800877902$7,000RESEARCH
Westat Inc
PO Box 1004RockvilleMD20850840529566$617,100RESEARCH
Wheaton Franciscan Inc
400 W River Woods Pkwy Attn ResearGlendaleWI53212390816857$5,250RESEARCH501C3
William Marsh Rice University
PO Box 1892HoustonTX77251741109620$24,503RESEARCH501C3
Woods Hole Oceanographic Institution
569 Woods Hole RoadWoods HoleMA02543042105850$880,064RESEARCH501C3
Worcester State University
486 Chandler St A339B AccountingWorcesterMA01602042760551$13,797RESEARCHState of MA
Yale University
PO Box 1873New HavenCT06508060646973$93,752RESEARCH501C3
Yeshiva University
1300 Morris Park AveBronxNY10461131624225$113,568RESEARCH501C3
YouGov America Inc
285 Hamilton Ave Suite 200Palo AltoCA94301980547173$51,500RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org161Total501c3OrgCnt
Total Other Org22TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AIDGrantTypeTxt
Recipient15364RecipientCnt
Cash Grant$334,545,390CashGrantAmt
Valuation Method UsedCOSTValuationMethodUsedDesc
Non Cash AssistanceTUITION OFFSETNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationThe University assigns responsibility for monitoring the use of grant funds inside of the United States to the 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 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (true)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
ROBERT A BROWN
PRESIDENT$828,861$0$0$101,548$0$280,660$0$252,125$0$1,463,194$0$0$0
MARTIN J HOWARD
SR VP, CFO, & TREASURER$419,413$0$0$24,830$0$33,910$0$24,654$0$502,807$0$0$0
TODD L C KLIPP
SR VP, SR COUNSEL, & SECRETARY$541,403$0$0$63,041$0$33,910$0$27,457$0$665,811$0$0$0
JEAN MORRISON
UNIVERSITY PROVOST$585,855$0$0$2,810$0$33,910$0$160,654$0$783,229$0$0$0
KAREN H ANTMAN
MEDICAL CAMPUS PROVOST$675,000$0$0$62,406$0$33,910$0$892$0$772,208$0$0$0
GARY W NICKSA
SR VP FOR OPERATIONS$407,903$0$0$22,559$0$33,910$0$28,262$0$492,634$0$0$0
JOSEPH P MERCURIO
EXECUTIVE VP (RETIRED)$0$0$818,864$0$0$26,281$0$845,145$0$0$0
DAVID CAMPBELL
FORMER PROVOST$370,863$0$0$53,081$0$33,910$0$25,588$0$483,442$0$0$0
STEPHEN M BRADY
TRUSTEE (AS OF 6/01/14) & PROF$135,894$0$0$470$0$17,874$0$13,594$0$167,832$0$0$0
JEFFREY SPIEGEL
PROFESSOR & PHYSICIAN$0$243,379$0$1,662,841$0$376,302$0$25,603$0$2,308,125$0$0$0
TONY TANNOURY
PROFESSOR & PHYSICIAN$0$244,304$0$1,184,765$0$28,810$0$25,603$0$1,483,482$0$0$0
PUSHKAR MEHRA
PROFESSOR & ORAL SURGEON$315,140$0$0$246,211$0$23,710$0$26,531$0$1,168,207$0$0$0$556,615
CLARISSA HUNNEWELL
CHIEF INVESTMENT OFFICER$525,500$0$0$24,062$0$33,910$0$853$0$975,725$0$0$0$391,400
WILLIAM CREEVY
PROFESSOR & PHYSICIAN$0$246,089$0$0$655,684$0$33,910$0$25,603$0$961,286$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART IJEFFREY SPIEGEL, TONY TANNOURY, PUSHKAR MEHRA, AND WILLIAM CREEVY ARE COMPENSATED UNDER A COMMON PAYMASTER AGREEMENT FOR THEIR CLINICAL WORK AT BOSTON MEDICAL CENTER. PUSHKAR MEHRA IS ALSO COMPENSATED THROUGH BOSTON UNIVERSITY'S HENRY M. GOLDMAN SCHOOL OF DENTAL MEDICINE ORAL AND MAXILLOFACIAL SURGERY GROUP FOR HIS CLINICAL WORK AT BETH ISRAEL DECONESS MEDICAL CENTER, INC.
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 ($233,107) AND PROVOST MORRISON ($134,586). (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 2013. (3) TRAVEL FOR COMPANIONS: IN ACCORDANCE WITH THE TERMS OF 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 2013. 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 2013, NO INDIVIDUAL REPORTED IN FORM 990, PART VII RECEIVED THIS BENEFIT.
SCHEDULE J, PART I, LINE 4B(1) UNDER A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, ON AUGUST 1, 2013, PRESIDENT BROWN RECEIVED A CREDIT EQUAL TO 30% OF HIS BASE SALARY FOR THE PRECEDING 12-MONTH PERIOD. SUBJECT TO THE PERFORMANCE OF FUTURE SERVICES AND OTHER CONDITIONS, PRESIDENT BROWN'S RIGHTS IN THE PLAN WILL BECOME VESTED ON AUGUST 1, 2015, AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL THAT DATE. ACCORDINGLY, SUPPLEMENTAL RETIREMENT PLAN COMPENSATION OF $246,750 WAS ACCRUED FOR PRESIDENT BROWN IN CALENDAR YEAR 2013 AND IS REPORTED ON SCHEDULE J, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION. (2) AS A RESULT OF COMMITMENTS MADE TO JOSEPH MERCURIO WHILE HE SERVED AS EXECUTIVE VICE PRESIDENT, CERTAIN COMPENSATION AND RETIREMENT BENEFITS WERE EARNED AND ACCRUED OVER MORE THAN 37 YEARS OF SERVICE. THE SUM OF $818,864 WAS PAID TO MR. MERCURIO IN CALENDAR YEAR 2013 AND IS REPORTED ON SCHEDULE J, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. (3) AMOUNTS REPORTED IN SCHEDULE J, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION INCLUDE CONTRIBUTIONS MADE BY THE UNIVERSITY IN CALENDAR YEAR 2013 TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO PROVIDE FUTURE RETIREMENTS BENEFITS TO PRESIDENT BROWN AND TODD KLIPP.
SCHEDULE J, PART I, LINE 6AA 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 IITHIS 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 2013 REPORTABLE COMPENSATION AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ENTITIES WAS GREATER THAN $150,000. TRUSTEE KATHERYN PFISTERER DARR'S COMPENSATION IS NOT INCLUDED BECAUSE IT WAS LESS THAN $150,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH AND EDU FAC AUTH-SERIES S
A04245601157586CBR52004-03-10$35,348,869CAPITAL PROJECT, PROP ACQfalsefalsefalse
MASS DEV FIN AGENCY - SERIES T1
B04343181457583RBR52005-06-29$172,664,008CAPITAL PROJECT, PROP ACQfalsefalsefalse
MASS DEV FIN AGENCY - SERIES U1 U2 U3 U4 U5U6
C04343181457583RWD32008-05-15$536,365,000PARTIAL REF/CAP PROJ/PROP ACQfalsefalsefalse
MASS DEV FIN AGENCY - SERIES V1 V2 V3
D04343181457583RQ322009-12-01$117,370,000REFUNDINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$35,497,833$0$0$0$355,425$1,506,076$0$33,636,332$0$02004falsefalseYes (true)Yes (true)
B$0$0$184,106,197$0$0$0$1,008,534$4,981,946$0$178,115,717$0$02007falsefalseYes (true)Yes (true)
C$9,805,000$0$539,836,174$0$0$0$863,269$727,358$0$202,745,547$335,500,000$02012Yes (true)falseYes (true)Yes (true)
D$0$0$117,370,000$0$0$0$395,000$0$0$0$116,975,000$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)0.013400.01340
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0falsefalsefalseYes (true)
D0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0Yes (true)Yes (true)
SEE PART VI
CfalsefalsefalseYes (true)Yes (true)Yes (true)false0Yes (true)Yes (true)falsefalse
0
DfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE CMASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MDFA) - SERIES U-1, U-2, U-3, U-4, U-5, AND U-6 BONDS IN THE AMOUNT $536,365,000 WERE ISSUED TO CURRENTLY REFUND MDFA SERIES R AND MASSACHUSETTS HEFA SERIES Q BONDS 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 DMDFA 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 IN THE AMOUNT OF $73,370,000 AND MASSACHUSETTS HEFA SERIES H BONDS IN THE AMOUNT OF $44,000,000. SCHEDULE K, PART II, LINE 3, COLUMNS A-C COLUMN A: TOTAL PROCEEDS OF $35,497,833 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $35,348,869 AND INVESTMENT EARNINGS TOTALING $148,964. COLUMN B: TOTAL PROCEEDS OF $184,106,197 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $172,664,008 AND INVESTMENT EARNINGS TOTALING $11,442,189. COLUMN C: 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.
SCHEDULE K, PART II, LINE 7, COLUMNS A-DCOLUMN A: COST OF ISSUANCE IN THE AMOUNT OF $355,425 IS COMPRISED OF ISSUANCE COSTS TOTALING $197,925 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $157,500. COLUMN B: COST OF ISSUANCE IN THE AMOUNT OF $1,008,534 IS COMPRISED OF ISSUANCE COSTS TOTALING $276,204 AND UNDERWRITERS DISCOUNT IN THE AMOUNT OF $732,330. COLUMN C: 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 D: 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.
SCHEDULE K, PART III, LINES 4 & 5, COLUMNS A-C (INCLUDING SERIES X BOND)THE UNIVERSITY FINANCES CAPITAL PROJECTS WITH BOTH BOND 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 2CTHE REBATE COMPUTATION FOR THE SERIES T1 BOND 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 CTHE 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 B-CUNSPENT PROCEEDS THAT WERE NOT DRAWN FOR CAPITAL EXPENDITURES DURING THE PRESCRIBED AVAILABLE TEMPORARY PERIOD WERE NOT INVESTED ABOVE THE BOND YIELD.
SCHEDULE K, PART II, LINE 3, COLUMN A (SERIES X BOND)TOTAL PROCEEDS OF $120,779,638 IS COMPRISED OF THE ISSUE PRICE IN THE AMOUNT OF $120,736,790 AND INVESTMENT EARNINGS TOTALING $42,848.
SCHEDULE K, PART II, LINE 7, COLUMN A (SERIES X BOND)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 IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1(E) MASS DEV FIN AGENCY - SERIES X (2013)BusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP57583UVL9CUSIPNum
Bond Issued2013-04-30BondIssuedDt
Issue Price$120,736,790IssuePriceAmt
PurposeCAPITAL PROJECTSPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$120,779,638TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$734,856IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$97,684,755CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$22,360,027UnspentAmt
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
IRON MOUNTAIN INC
SEE PART V$200,266SEE PART Vfalse
FELD ENTERTAINMENT INC
SEE PART V$1,095,834SEE PART VYes (true)
J LAWFORD ANDERSON
SEE PART V$159,815EMPLOYMENT COMPENSATIONfalse
ANDREA MERCURIO
SEE PART V$86,740EMPLOYMENT COMPENSATIONfalse
DANIEL MERCURIO
SEE PART V$53,778EMPLOYMENT COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, COLUMN CFormAndLineReferenceDesc
ExplanationCOMPENSATION OF FAMILY MEMBERS INCLUDES TUITION REMISSION, IF APPLICABLE. 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. SCHEDULE L, PART IV, LINE 3 (B) FAMILY MEMBER OF UNIVERSITY PROVOST JEAN MORRISON. SCHEDULE L, PART IV, LINE 4 (B) FAMILY MEMBER OF RETIRED EXECUTIVE VICE PRESIDENT JOSEPH P. MERCURIO. SCHEDULE L, PART IV, LINE 5 (B) FAMILY MEMBER OF RETIRED EXECUTIVE VICE PRESIDENT JOSEPH P. MERCURIO.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,112NoncashContributionsRptF990Amt
Method Of Determining RevenuesINDEP. APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution161ContributionCnt
Noncash Contributions Rpt F990$4,591,036NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN PRICE ON DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$6,910,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesINDEP. APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT SUPPORT5$5,258EVENT SUPPORT COST
Yes (X)EQUIP - MED,RESEARCH,EDU29$475,200INDEP. APPRAISAL
Yes (X)DONATED AUCTION ITEMS18$41,719INDEP. APPRAISAL
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART ITHE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT CONTRIBUTION TOTALS, NOT CONTRIBUTOR TOTALS.
SCHEDULE M, PART I, LINE 32BTHE 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
organization's missionFORM 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 16 SCHOOLS AND COLLEGES ON OUR TWO CAMPUSES, WE OFFER OUR STUDENTS MORE THAN 250 PROGRAMS OF STUDY IN THE LIBERAL ARTS, SCIENCE AND ENGINEERING, HEALTH SCIENCE, THE ARTS, AND OTHER PROFESSIONAL DISCIPLINES. OUR STUDENTS COME FROM ALL OVER THE GLOBE AND STUDY AROUND THE WORLD THROUGH STUDY-ABROAD PROGRAMS OFFERING OPPORTUNITIES IN MORE THAN 75 PROGRAMS AND 23 FOREIGN COUNTRIES. OUR 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. WE PLACE 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, 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 ACCOUNTSFORM 990, PART V, LINE 4B THE TRUSTEES OF 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): SWITZERLAND THAILAND UNITED KINGDOM (ENGLAND, NORTHERN IRELAND, SCOTLAND, AND WALES) ZAMBIA
FORM 990, PART V, LINE 5AIN 1998, BOSTON UNIVERSITY ENTERED INTO A TRANSACTION NOW DESCRIBED IN SECTION 4965(E). THE OTHER PARTIES TO THE TRANSACTION ARE JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, AIG-FP FUNDING (CAYMAN) LIMITED, AIG-FP SPECIAL FINANCE (CAYMAN) LIMITED, AND WILMINGTON TRUST COMPANY, AS TRUSTEE. ALL INCOME EARNED BY THE UNIVERSITY FROM THIS TRANSACTION WAS ALLOCATED, IN ACCORDANCE WITH THE UNIVERSITY'S ESTABLISHED ACCOUNTING METHODS, TO ITS FISCAL YEAR ENDING JUNE 30, 1998. 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 10 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 PROCESS OF 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 AROBERT A. BROWN, THE PRESIDENT OF BOSTON UNIVERSITY, DEVOTES LESS THAN ONE HOUR PER WEEK TO THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER, A RELATED ORGANIZATION. MARTIN J. HOWARD, AN OFFICER OF BOSTON UNIVERSITY, DEVOTES LESS THAN ONE HOUR PER WEEK TO EACH OF 660 CORPORATION AND 520 COMMONWEALTH AVENUE REAL ESTATE CORPORATION, BOTH RELATED ORGANIZATIONS. GARY W. NICKSA, A KEY EMPLOYEE OF BOSTON UNIVERSITY, DEVOTES LESS THAN TWO HOURS PER WEEK TO EACH OF BIOSQUARE REALTY TRUST, EAST CONCORD MEDICAL FOUNDATION, INC., AND PLEASANT VENTURES REALTY TRUST, ALL 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 54 HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. JEFFREY SPIEGEL, MD, AND TONY TANNOURY, MD, TWO OF THE FIVE HIGHEST COMPENSATED EMPLOYEES OF BOSTON UNIVERSITY, EACH DEVOTE 55 HOURS OR LESS PER WEEK TO FACULTY PRACTICE FOUNDATION, INC. PUSHKAR MEHRA, DMD, DEVOTES 50 HOURS OR LESS PER WEEK TO THE ORAL SURGERY GROUP PRACTICE. STEPHEN M. BRADY AND KATHERYN PFISTERER DARR 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: -$2,543,000 GAIN/LOSS ON NON INVESTMENT ASSETS: -$1,126,599 OTHER CHANGES: -$743,900 TOTAL: -$4,413,499

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BU FUNDING LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 BAY STATE ROADAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02215ZIPCode
FieldValueIRS element (for citing)
EIN870773653EIN
Primary ActivitiesLLCPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$53,285,000EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BU TRUSTEESBusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Boston Emergency Physician Foundation
860 Harrison AvenueBostonMA02118043286156MedicineMA501(C)(3)11c III-FInafalse
Boston Rehabilitation Med Assoc Inc
732 Harrison AvenueBostonMA02118043286641MedicineMA501(C)(3)11c III-FInafalse
BU Cardiac & Thoracic Surgical Fdn Inc
88 E Newton StreetBostonMA02118042966416MedicineMA501(C)(3)11c III-FInafalse
Boston University Dermatology Inc
49 Pearl StreetBrocktonMA02301043335166MedicineMA501(C)(3)11c III-FInafalse
BU Dermatology Support Services I Inc
49 Pearl StreetBrocktonMA02301043452877MedicineMA501(C)(3)11c III-FInafalse
BU Dermatology Support Services II Inc
49 Pearl StreetBrocktonMA02301043452874MedicineMA501(C)(3)11c III-FInafalse
Boston University Eye Associates Inc
720 Harrison Avenue 10th FlBostonMA02118043137333MedicineMA501(C)(3)11c III-FInafalse
Boston University Family Medicine Inc
1 Boston Medical Ctr Pl Suite 2BostonMA02118043354353MedicineMA501(C)(3)11c III-FInafalse
BU General Surgical Associates Inc
720 Harrison Avenue Suite 700BostonMA02118043265008MedicineMA501(C)(3)11c III-FInafalse
BU Mallory Pathology Associates Inc
784 Massachusetts AvenueBostonMA02118042794543MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Anesthesiologists Inc
88 East Newton StreetBostonMA02118043276227MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Urologists Inc
720 Harrison AvenueBostonMA02118043286643MedicineMA501(C)(3)11c III-FInafalse
BU Neurology Associates Inc
720 Harrison Avenue 707BostonMA02118043428462MedicineMA501(C)(3)11c III-FInafalse
BU Neurosurgical Associates Inc
88 East Newton StreetBostonMA02118043296068MedicineMA501(C)(3)11c III-FInafalse
BU Obstetrics & Gynecology Fdn Inc
750 Harrison Avenue Suite 1105BostonMA02118043067465MedicineMA501(C)(3)11c III-FInafalse
BU Orthopaedic Surgical Associates Inc
720 Harrison Avenue 808BostonMA02118043354360MedicineMA501(C)(3)11c III-FInafalse
BU Plastic Surgery Association Inc
720 Harrison Avenue Suite 906BostonMA02118043555478MedicineMA501(C)(3)11c III-FInafalse
BU Psychiatry Associates Inc
720 Harrison Avenue Suite 906BostonMA02118043355267MedicineMA501(C)(3)11c III-FInafalse
BU Medical Center Radiologists Inc
88 East Newton StreetBostonMA02118043283573MedicineMA501(C)(3)11c III-FInafalse
BU Surgical Associates Inc
660 Harrison Avenue 3rd FloorBostonMA02118043291148MedicineMA501(C)(3)11c III-FInafalse
Child Health Foundation of Boston Inc
1 Boston Medical Center PlaceBostonMA02118042472758MedicineMA501(C)(3)11c III-FInafalse
Evans Medical Foundation Inc
88 East Newton Street 107BostonMA02118510172171MedicineMA501(C)(3)11c III-FInafalse
Faculty Practice Foundation Inc
660 Harrison Avenue 3rd FloorBostonMA02118043289381MedicineMA501(C)(3)11b IInafalse
Mercond Inc
881 Commonwealth AvenueBostonMA02215043099628Holding Co.MA501(C)(2)n/aBU TRUSTEESYes (true)
BU MEDICAL CENTER OTOLARYNGOLOGIC FDN
820 HARRISON AVENUE FGH BLDG 4 FLBOSTONMA02118043156471HEALTHCAREMA501(C)(3)11C III-FINAfalse
THE MASS GREEN HIGH PERF COMPUTING CTR
77 MASS AVECAMBRIDGEMA02139273014805RESEARCH CTRMA501(C)(3)11A-INAfalse
MGHPCC HOLYOKE INC
77 MASS AVECAMBRIDGEMA02139452257442RESEARCH CTRMA501(C)(3)11A-INAfalse
BOSTON UNIVERSITY (USA) LONDON CHARITY
EDU. SUPPORTN/ABU TRUSTEESYes (true)5-10 ST PAULS CHURCHYARDLONDONUKEC4M 8ALUK
EAST CONCORD MEDICAL FOUNDATION INC
88 E NEWTON STREETBOSTONMA02118046048207EDU. SUPPORTMA501(C)(3)11C III-FINAfalse
BOSTON UNIVERSITY FOUNDATION - INDIA
EDU. SUPPORTN/ABU TRUSTEESYes (true)S-505 LGF GREATER KAILASH-11NEW DELHIIN110048IN
TRANSPORTATION SOL FOR COMMUTERS INC
881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215043144411TRANS SVCSMA501(C)(3)7NAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodePrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Share Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINLegal Domicile StateLegalDomicileStateCd
EUSA LLP
1A QUEENSBERRY PLACELONDONUKSW7 2DLEDUCATIONUKBU EUREUSA LLP$116,415$377,594falsefalse1.00000
SMALLPHARMA LLC
R&D MFG520 CORP-$21,385$0falseYes (true)1.00000881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215043398901MA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
520 Commonwealth Avenue Real Estate Corp
881 Commonwealth AvenueBostonMA02215042272027Real EstateMABU TRUSTEESc Corp$7,662,551$10,167,5421.00000Yes (true)
CHARITABLE REMAINDER TRUSTS (17)
SUPPORTMABU TRUSTEESTRUST
BOSTON UNIVERSITY (USA) EUROPE LIMITED
EDU. SUPPORTBU(USA)LONDONCORP$0$2,264,3401.00000Yes (true)1A QUEENSBERRY PLACELONDONUKSW7 2DLUK
EUSA (UK) LIMITED
EDU. SUPPORTBU(USA)EUROPECORP$0$11.00000Yes (true)1A QUEENSBERRY PLACELONDONUKSW7 2DLUK
660 CORPORATION
881 COMMONWEALTH AVENUEBOSTONMA02215042787737CONVENIENT STMA520 CORPCORP.$7,336,830$9,353,1181.00000Yes (true)
AKEAH INC
881 COMMONWEALTH AVENUEBOSTONMA02215043003380LESSOR OF REMA520 CORPCORP.$325,721$412,3781.00000Yes (true)
COSIF
EDU. SUPPORTBU(USA)EUROPECORP.-$3,466$3,1761.00000Yes (true)VIRIATO 73 BAJO DERECHAMADRIDSP28010SP
EUSA SARL
EDU. SUPPORTEUSA LLPCORP.$142,322$2,0911.00000Yes (true)RUE DES PIERRES-DUE-NITON 17-19GENEVESZ1207SZ
PLEASANT VENTURES REALTY TRUST
125 BAY STREETBOSTONMA02215REAL ESTATEMABU TRUSTEESTRUST$7,268,494$12,021,6601.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
660 CORPORATION
A$612,420ACTUAL PAYMENT
660 CORPORATION
L$100,000ACTUAL PAYMENT

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