2014-05-14T13:38:32-05:00 2013-06-30 990 2012-07-01 042103634 TRUSTEES OF TUFTS COLLEGE TRUS 6176273264 169 Holland Street Attn Tax Dept Somerville MA 02144 THOMAS S MCGURTY 2014-05-14 2012 2015-11-30 17:44:51Z TUFTS UNIVERSITY ANTHONY P MONACO 169 Holland Street Somerville MA 02144 1880302730 false X WWW.TUFTS.EDU X 1852 MA EDUCATION AND RESEARCH 41 40 11617 0 107655 205879619 209152025 559144472 580552383 37260018 105499303 3579690 3263051 805863799 898466762 125208139 131739951 0 0 436242443 455200351 1341302 1184109 18622698 261492262 279824276 824284146 867948687 -18420347 30518075 2873083496 2981550363 924254950 904899345 1948828546 2076651018 TUFTS UNIVERSITY'S FOCUS ON INNOVATION AND PROGRESSIVE THINKING TOOK ROOT AT ITS FOUNDING AS A LIBERAL ARTS COLLEGE IN 1852. TODAY, TUFTS UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS ARE RECOGNIZED FOR THEIR DEDICATION TO EDUCATING NEW LEADERS FOR OUR CHANGING WORLD, AND TUFTS IS RECOGNIZED AMONG THE MOST SELECTIVE ACADEMIC AND RESEARCH UNIVERSITIES IN THE UNITED STATES. SUPERB TEACHING AND WORLD-CLASS RESEARCH EQUIP TUFTS GRADUATES TO ADDRESS MULTI-FACETED CHALLENGES AROUND THE GLOBE. CREATIVE CROSS-SCHOOL COLLABORATIONS AND MULTIDISCIPLINARY CENTERS ENGAGE STUDENTS IN SEEKING SOLUTIONS TO COMPLEX ECONOMIC, HEALTH, POLITICAL AND ENVIRONMENTAL ISSUES EVEN BEFORE THEY GRADUATE. A GROWING NUMBER OF INNOVATIVE RESEARCH INITIATIVES AND JOINT DEGREE PROGRAMS ARE AVAILABLE FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS IN LIBERAL ARTS, SCIENCES AND ENGINEERING AND THE UNIVERSITY'S GRADUATE AND PROFESSIONAL SCHOOLS. false false 447811525 114311707 431043661 INSTRUCTION - DURING THE 2012-2013 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,396 UNDERGRADUATE, 1,331 GRADUATE AND 482 PROFESSIONAL. 268733709 17428244 94524786 RESEARCH -THERE WERE 1,414 GOVERNMENT AND 638 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2013. SPONSORED RESEARCH AT TUFTS WAS PERFORMED IN THE MEDICAL, DENTAL, AND VETERINARY SCHOOLS AS WELL AS IN THE BASIC SCIENCE DEPARTMENTS OF ARTS & SCIENCE & ENGINEERING. RESEARCH IS ALSO BEING PERFORMED AT THE USDA HUMAN NUTRITION RESEARCH CENTER ON AGING. ALSO, CLINICAL AND OTHER RESEARCH ACTIVITIES INCLUDE 30 CLINICS THAT ARE OPERATED BY THE DENTAL AND VETERINARY SCHOOLS TO TRAIN STUDENTS AND SUPPORT THEIR RESEARCH. OTHER EDUCATIONAL ACTIVITIES INCLUDE, AMONG OTHERS, VETERINARY SCHOOL NEWSLETTERS AND CONTINUING EDUCATION PROGRAMS FOR HEALTH SCHOOL PROFESSIONALS. 54182120 0 52915325 AUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2013 FISCAL YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,511 STUDENTS. APPROXIMATELY 4,268 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER. 770727354 true false false true false false true true true true true false false true false false true true true true true true true false false false true true true true false false false false false false false true true true true true false false true true true true true false true X 2070 0 true 11617 true true true true CI FR GM GH HK SP UK false false false true true true 1 false false true false X 41 40 true false false false false false false true true false true true true true true true true true true true false CA LA MA ND OK X Thomas S McGurty VP FinTreasurer 6176273264 169 Holland Street Somerville MA 02144 ANTHONY P MONACO 50.00 1.00 X X 705728 0 110481 JAMES A STERN 3.00 X X 0 0 0 JONATHAN M TISCH 3.00 X X 0 0 0 PETER R DOLAN 3.00 X X 0 0 0 WILLIAM R O'REILLY JR 3.00 X X 0 0 0 A DANA CALLOW JR 3.00 X 0 0 0 ALFRED I TAUBER 3.00 X 0 0 0 ALISON M BREED 3.00 X 0 0 0 ANDREW LIVERIS 3.00 X 0 0 0 ANDREW SAFRAN 3.00 X 0 0 0 ANTHONY D CORTESE 3.00 X 0 0 0 BETSY BUSCH 3.00 X 0 0 0 BRIAN H KAVOOGIAN 3.00 X 0 0 0 DANIEL A KRAFT 3.00 X 0 0 0 DANIEL J DOHERTY III 3.00 X 0 0 0 DAVID B RONE 3.00 X 0 0 0 DEBORAH R JOSPIN 3.00 X 0 0 0 DEBRA S KNEZ 3.00 X 0 0 0 DIANE HESSAN 3.00 X 0 0 0 EDWARD M SWAN JR 3.00 X 0 0 0 ELLEN J KULLMAN 3.00 X 0 0 0 FARES I FARES 3.00 X 0 0 0 GLORIA WHITE-HAMMOND 3.00 X 0 0 0 HUGH R ROOME III 3.00 X 0 0 0 IOANNIS MIAOULIS 3.00 X 0 0 0 JAMES J WONG 3.00 X 0 0 0 JANIS SAVIN-WILLIAMS 3.00 X 0 0 0 JEANNIE H DIEFENDERFER 3.00 X 0 0 0 JEFFREY B KINDLER 3.00 X 0 0 0 JEFFREY M MOSLOW 3.00 X 0 0 0 JOHN H DEJONG 3.00 X 0 0 0 KAREN M PRITZKER 3.00 X 0 0 0 KATHLEEN A MCCARTNEY 3.00 X 0 0 0 KATHLEEN O'LOUGHLIN 3.00 X 0 0 0 LAURIE A GABRIEL 3.00 X 0 0 0 MICHAEL S GORDAN 3.00 X 0 0 0 NEAL B SHAPIRO 3.00 X 0 0 0 ROBERT R BENDETSON 3.00 X 0 0 0 SETH I MERRIN 3.00 X 0 0 0 STEVEN A GOLDSTEIN 3.00 X 0 0 0 STEVEN M GALBRAITH 3.00 X 0 0 0 TERI COLEMAN VOLPERT 3.00 X 0 0 0 THOMAS M ALPERIN 3.00 X 0 0 0 TINA SURH 3.00 X 0 0 0 VARNEY J HINTLIAN 3.00 X 0 0 0 DARLEEN PATRICIA KARP 40.00 X 166666 0 29036 DAVID J KAHLE 40.00 X 282292 0 62796 DAVID R HARRIS 40.00 X 426097 0 45454 ERIC C JOHNSON 40.00 X 311694 0 53929 GEORGE A HIBBARD 40.00 X 127054 0 13693 KATHLEEN CRONIN 40.00 X 213413 0 51954 LINDA L SNYDER 40.00 2.00 X 58880 0 7901 MARGARET E NEWELL 40.00 0.50 X 394031 0 41218 MARY R JEKA 40.00 X 334239 0 52537 MICHAEL A BAENEN 40.00 X 153065 0 28770 PATRICIA L CAMPBELL 40.00 X 460631 0 57997 PAUL J TRINGALE 40.00 X 120579 0 19893 RICHARD REYNOLDS 40.00 0.50 X 218368 0 23871 THOMAS S MCGURTY 40.00 2.00 X 323768 0 62369 DEBORAH T KOCHEVAR 40.00 1.00 X 239853 0 54916 HARRIS A BERMAN 40.00 1.00 X 432378 0 50726 HUW THOMAS 40.00 X 379400 0 42486 JOANNE E BERGER-SWEENEY 40.00 X 296569 0 63189 LINDA M ABRIOLA 40.00 X 284681 0 55911 NAOMI ROSENBERG 40.00 X 245689 0 48914 CATHERINE HAYES 40.00 X 557203 0 0 MARIA PAPAGEORGE 40.00 X 572664 0 71223 PAMELA CROTTY YELICK 40.00 X 479157 0 29000 RENEE R NADLER 40.00 1.00 X 392289 0 133915 SALLY DUNGAN 40.00 1.00 X 587435 0 200426 BRIAN K LEE 40.00 X 126290 0 23068 8890113 0 1435673 916 true true false COLUMBIA CONSTRUCTION CO 100 RIVERPARK DRIVE NORTH READING MA 01864 CONSTRUCTION 18413390 UGL SERVICES UNICCO OPERATIONS CO 4002 SOLUTIONS CENTER CHICAGO IL 60677 CLEANING 10910817 BARR & BARR INC 260 COCHITUATE ROAD 2ND FLOOR FRAMINGHAM MA 01701 CONSTRUCTION 7083871 STANMAR INC 321 COMMONWEALTH ROAD SUITE 201 WAYLAND MA 01778 CONSTRUCTION 6715496 STRUCTURE TONE INC 711 ATLANTIC AVENUE BOSTON MA 02111 CONSTRUCTION 5700303 162 136250715 72901310 3157283 209152025 INSTRUCTION 900099 431043661 431043661 CLINICAL AND OTHER EDUCATION 541900 96427332 94524786 1902546 AUXILLIARY ENTERPRISES 900099 53081390 52915325 166065 0 0 0 0 0 0 580552383 16182295 16182295 0 2955115 2955115 2503491 2195555 307936 0 307936 307936 1068957421 979640413 89317008 0 89317008 -1960956 91277964 0 0 0 0 0 0 0 0 0 0 0 898466762 578483772 107655 110723310 15032685 15032685 112738217 112738217 3969049 3969049 0 7249253 2340976 4027502 880775 290420 98373 192047 357264915 309682677 37391783 10190455 25797367 21815380 3192294 789693 43027295 36058662 5600775 1367858 21571101 17996127 2869096 705878 0 5628731 4822967 801166 4598 441811 9950 431861 450418 450418 1184109 1184109 1718056 36879 1681177 45450303 36383200 8960621 106482 3633 3633 61816377 53728411 6122084 1965882 6052899 3211875 2703864 137160 2028702 2028702 34487697 33531344 956353 12376154 11461683 534991 379480 0 4864853 3511932 860231 492690 28951240 28148415 802825 0 41713488 40556762 1156726 0 BOOKS 9553552 9298994 35353 219205 SUBSIDIARY EXPENSE-TVET 7452369 7452369 EQUIPMENT PURCHASES 9005274 8992173 13101 GOODS AND SERVICES 6171951 6170434 914 603 1656768 1649118 5500 2150 867948687 770727354 78598635 18622698 0 47103042 37552250 64208791 51855321 9996686 11780260 0 0 59809271 58674167 413855 446838 7063984 7625053 1349285198 569063808 752178968 780221390 371829668 371695412 1421170510 1519903522 24566685 25505338 114742036 116290812 2873083496 2981550363 119918438 133521988 57623315 57160202 637599568 630794290 1917357 2495552 0 107196272 80927313 924254950 904899345 X 1019939798 1112194260 404006824 426846458 524881924 537610300 1948828546 2076651018 2873083496 2981550363 X 30518075 68185531 29118866 X false true X true true true X X 0 0 450418 450418 450418 450418 848875571 887280864 849325989 887731282 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 345173 328735 402965 450418 1527291 250000 250000 250000 250000 1000000 1500000 0 0 81200 5471336 X X X false false true X 1386696958 11124069 159776163 16256087 63959588 5026265 1472355250 1445680252 8004599 8206782 14978246 56013800 4202629 1386696958 1252970860 24333842 227385906 15794246 39266184 3949926 1445680252 1142107003 18523742 134334800 7965044 31027541 3002100 1252970860 1492298121 15551217 -326872018 9676147 26139694 3054476 1142107003 0.39800 0.35100 0.25100 false false 42211716 42211716 1136263722 470326837 665936885 0 170809760 98736971 72072789 0 780221390 591827444 F 0 PRIVATE EQUITIES 283077964 F REAL ESTATE 175878433 F COMMON TRUST EQUITY INDEX FUNDS 371975364 F FUNDS HELD UNDER BOND AGREEMENTS 4884 F NATURAL RESOURCES 80793103 F OTHER INVESTMENTS 13877509 F UNSETTLED INVESTMENTS 2468821 F 1519903522 0 GOVERNMENT ADVANCES 27418874 INTEREST RATE AGREEMENTS 51509439 UNFUNDED STATUS OF POST RETIREMENT PLAN 1999000 80927313 894955693 68185531 -73057926 -4872395 899828088 -1361326 -1361326 898466762 767133222 11958815 11958815 755174407 112774280 112774280 867948687 Collections of art - description of collections Schedule D, Part III, Line 4 THE TRUSTEES OF TUFTS COLLEGE'S COLLECTIONS INCLUDE PRIMARILY ART, BOOKS AND ARTIFACTS WHICH ARE PUT TO USE IN THE ORGANIZATION'S INSTRUCTION AND ACADEMIC RESEARCH. Explanation of escrow agreement Schedule D, Part IV, Line 2b TUFTS UNIVERSITY IS THE FISCAL AGENT FOR NUMEROUS UNIVERSITY SPONSORED ACTIVITIES. THE UNIVERSITY HOLDS THESE FUNDS, BUT DOES NOT OWN THEM. AS A RESULT OF THIS ARRANGEMENT THE UNIVERSITY RECORDS A LIABILITY EQUAL TO THE FUNDS BEING HELD IN ESCROW. Intended uses of endowment funds Schedule D, Part V, Line 4 THE TRUSTEES OF TUFTS COLLEGE INTEND TO USE THE ORGANIZATION'S ENDOWMENT FUNDS TO PROVIDE FUTURE RESOURCES TO SUPPORT THE UNIVERSITY'S ACTIVITIES. Other revenues in audited financial statements not in form 990 Schedule D, Part XI, Line 2d CONSOLIDATED ENTITIES REVENUE - 10856269; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1181000; CHANGE IN SPLIT INTEREST AGREEMENT - 2312399; TUITION DISCOUNT - -XXX-XX-XXXX; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 25461657; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 588833; Other revenues in form 990 not in audited financial statements Schedule D, Part XI, Line 4b INTERDEPARTMENTAL REQUISITION REVENUE - 834229; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2195555; Other expenses in audited financial statements not in form 990 Schedule D, Part XII, Line 2d INTERDEPARTMENTAL REQUISITION REVENUE - 677523; CONSOLIDATED ENTITIES EXPENSES - 11281292; Other expenses in form 990 not in audited financial statements Schedule D, Part XII, Line 4b CONSOLIDATED ENTITIES EXPENSES - 1511751; TUITION DISCOUNT - XXX-XX-XXXX; RENTAL EXPENSE NETTED WITH RENTAL INCOME - -2195555; FINANCIAL STATEMENTS SCHEDULE D, PART XI THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS. true true true true true true true false false false false false false false false true false true Racially nondiscriminatory policy Schedule E, Part I, Line 3 AS PERMITTED UNDER SEC. 4.03 OF REV. PROC. 75-50, TRUSTEES OF TUFTS COLLEGE SATISFIES THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02 BECAUSE THE TRUSTEES OF TUFTS COLLEGE "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE...AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS." Financial aid or assistance from a governmental agency Schedule E, Part I, Line 6a THE TRUSTEES OF TUFTS COLLEGE RECEIVES ASSISTANCE IN THE FORM OF FEDERAL PERKINS LOANS, HEALTH PROFESSIONS LOAN AND SCHOLARSHIP FUNDS, PELL GRANTS, ACG GRANTS, SMART GRANTS, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND FEDERAL WORK STUDY FUNDS. STUDENTS ENROLLED AT THE TRUSTEES OF TUFTS COLLEGE ALSO RECEIVE LOAN FUNDS THROUGH THE FFEL LOAN PROGRAM AND RECEIVE GRANTS AND FELLOWSHIPS FROM A VARIETY OF FEDERAL AGENCIES SUCH AS THE NSF, THE NIH AND NASA. true EUROPE (INCLUDING ICELAND AND GREENLAND) 5 6 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 3921256 EAST ASIA AND THE PACIFIC 3 2 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 650054 SOUTH AMERICA 1 1 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 411806 SUB-SAHARAN AFRICA 1 2 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 228104 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 9273 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 356760 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 693026 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 69171 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 GRANTMAKING 17412 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 GRANTMAKING 78244 SOUTH AMERICA 0 0 GRANTMAKING 16646 SOUTH ASIA 0 0 GRANTMAKING 611532 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 2116984 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 423215000 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 27477000 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 INVESTMENTS 11992000 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 4073000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 60269 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 688169 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 1072054 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 158252 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 111775 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 24497 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 103426 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 164900 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 522791 CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING 1016 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 53597 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 FUNDRAISING 31208 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 FUNDRAISING 71 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 FUNDRAISING 1045 SUB-SAHARAN AFRICA 0 0 FUNDRAISING 104 10 11 478930442 SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 445650 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 239654 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 65008 WIRE SOUTH ASIA SUBCONTRACT RESEARCH GRANT 11134 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 33580 WIRE MIDDLE EAST AND NORTH AFRICA SUBCONTRACT RESEARCH GRANT 16789 WIRE EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 18360 CHECK EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 42724 CHECK SOUTH AMERICA SUBCONTRACT RESEARCH GRANT 16646 CHECK SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 114382 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 145752 WIRE CENTRAL AMERICA AND THE CARIBBEAN SUBCONTRACT RESEARCH GRANT 9273 WIRE SOUTH ASIA SUBCONTRACT RESEARCH GRANT 21034 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 14000 WIRE SOUTH ASIA STUDENT STIPENDS 12000 WIRE SOUTH ASIA SCHOLARSHIPS 24000 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 25849 WIRE EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 20069 CHECK EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 151618 CHECK SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 29968 WIRE SOUTH ASIA SUBCONTRACT RESEARCH GRANT 295469 WIRE EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 93740 WIRE MIDDLE EAST AND NORTH AFRICA SUBCONTRACT RESEARCH GRANT 15485 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 11320 CHECK EUROPE (INCLUDING ICELAND AND GREENLAND) SUBCONTRACT RESEARCH GRANT 27429 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 23534 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 53960 WIRE SOUTH ASIA SUBCONTRACT RESEARCH GRANT 24183 WIRE NORTH AMERICA (CANADA & MEXICO ONLY) STUDENT PRIZES 7500 WIRE EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 19711 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 90697 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 134456 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 28054 WIRE SOUTH ASIA SUBCONTRACT RESEARCH GRANT 15000 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 9694 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 24233 WIRE SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 63605 WIRE 37 0 FELLOWSHIPS EAST ASIA AND THE PACIFIC 1 1000 CHECK FELLOWSHIPS EUROPE (INCLUDING ICELAND AND GREENLAND) 1 669 WIRE FELLOWSHIPS NORTH AMERICA (CANADA & MEXICO ONLY) 2 2500 CHECK INTERNATIONAL PROGRAM ADVANCES SUB-SAHARAN AFRICA 6 843087 WIRE SCHOLARSHIPS EAST ASIA AND THE PACIFIC 6 41332 CHECK SCHOLARSHIPS EUROPE (INCLUDING ICELAND AND GREENLAND) 8 72019 CHECK SCHOLARSHIPS EUROPE (INCLUDING ICELAND AND GREENLAND) 1 1100 WIRE SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 4 36575 CHECK SCHOLARSHIPS NORTH AMERICA (CANADA & MEXICO ONLY) 3 6150 CHECK SCHOLARSHIPS RUSSIA AND THE NEWLY INDEPENDENT STATES 16 78244 CHECK SCHOLARSHIPS SOUTH ASIA 19 184139 CHECK SCHOLARSHIPS SUB-SAHARAN AFRICA 20 228328 CHECK STUDENT PRIZES EAST ASIA AND THE PACIFIC 5 8430 CHECK STUDENT PRIZES EUROPE (INCLUDING ICELAND AND GREENLAND) 3 575 CHECK STUDENT PRIZES EUROPE (INCLUDING ICELAND AND GREENLAND) 1 150 WIRE STUDENT PRIZES MIDDLE EAST AND NORTH AFRICA 2 322 CHECK STUDENT PRIZES NORTH AMERICA (CANADA & MEXICO ONLY) 1 1262 CHECK STUDENT PRIZES SOUTH ASIA 1 1500 CHECK STUDENT STIPENDS SUB-SAHARAN AFRICA 2 1600 WIRE SUBCONTRACT RESEARCH GRANT EUROPE (INCLUDING ICELAND AND GREENLAND) 1 25000 WIRE SUBCONTRACT RESEARCH GRANT SOUTH ASIA 2 20073 WIRE SUBCONTRACT RESEARCH GRANT SUB-SAHARAN AFRICA 2 3764 WIRE true true true true true true Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS AND ASSISTANCE OUTSIDE THE UNITED STATES. FOR FELLOWSHIPS, PRIZES AND STIPENDS, PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES-ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. FOR INTERNATIONAL PROJECT ADVANCES, A MAJORITY OF THE PAYMENTS ARE WIRED DIRECTLY TO A DESIGNATED FOREIGN BANK ACCOUNT. THE UNIVERSITY HAS REPRESENTATIVES IN THE SPECIFIC REGION WHO MAINTAIN THE CASH FOR EXPENDITURES AND THEIR INTENDED PURPOSES. FOR SCHOLARSHIPS, ALL FOREIGN ADDRESS STUDENTS ARE PROVIDED WITH A CHECK PAYMENT THAT IS PROCESSED FROM THE ACCOUNTS PAYABLE DEPARTMENT. THE FINANCIAL AID OFFICE ADMINISTERS THE LISTING OF PAYEES AND THE FINANCIAL SERVICES OFFICE RECORDS THE TRANSACTIONS AFTER ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. FOR SUBCONTRACT RESEARCH GRANTS, A PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. ALL OF THESE PROCEDURES ENSURE THAT GRANT FUNDS USED OUTSIDE THE UNITED STATES ARE BEING PROPERLY MONITORED. 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ARLINGTON MA 02474 043108268 501 (C)(3) 146970 SUBCONTRACT GRANT AWARD INDIANA UNIVERSITY PO BOX 66057 INDIANAPOLIS IN 46266 356001673 501 (C)(3) 5205 SUBCONTRACT GRANT AWARD INTERNATIONAL NUTRITION FOUNDATION 150 HARRISON AVE RM 232 BOSTON MA 02111 042761215 501 (C)(3) 32446 SUBCONTRACT GRANT AWARD INTL CTR INNOVATIONS CIVIC PARTICIPATION 1776 MASSACHUSETTS AVE NW STE 201 WASHINGTON DC 20036 522316790 501 (C)(3) 80000 SUBCONTRACT GRANT AWARD JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DR CHICAGO IL 60693 520595110 501 (C)(3) 247812 SUBCONTRACT GRANT AWARD LEHIGH UNIVERSITY 526 BROADHEAD AVE BETHLEHEM PA 18015 240795445 501 (C)(3) 44077 SUBCONTRACT GRANT AWARD MARINE BIOLOGICAL LABORATORY PO BOX 3218 BOSTON MA 02241 042104690 501 (C)(3) 31606 SUBCONTRACT GRANT AWARD MASS EYE AND EAR INFIRMARY 243 CHARLES ST BOSTON MA 02114 042103591 501 (C)(3) 124170 SUBCONTRACT GRANT AWARD MASS GENERAL HOSPITAL PO BOX 3829 BOSTON MA 02241 042697983 501 (C)(3) 487634 SUBCONTRACT GRANT AWARD MASS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 042103594 501 (C)(3) 16052 SUBCONTRACT GRANT AWARD MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD RM 301 EAST LANSING MI 48824 386005984 501 (C)(3) 24934 SUBCONTRACT GRANT AWARD MICROBIOTIX INC ONE INNOVATION DRIVE WORCESTER MA 01605 061538344 FOR PROFIT 188604 SUBCONTRACT GRANT AWARD THE MIRIAM HOSPITAL 593 EDDY ST PROVIDENCE RI 02903 050258905 501 (C)(3) 87737 SUBCONTRACT GRANT AWARD NEW YORK UNIVERSITY PO BOX 415026 BOSTON MA 02241 135562308 501 (C)(3) 34467 SUBCONTRACT GRANT AWARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501 (C)(3) 101421 SUBCONTRACT GRANT AWARD PARLANCE CORP 400 W CUMMINGS PK STE 200 WOBURN MA 01801 043334185 FOR PROFIT 61300 SUBCONTRACT GRANT AWARD PENNSYLVANIA STATE UNIVERSITY 227 W BEAVER AVE SUITE 401 STATE COLLEGE PA 16801 246000376 501 (C)(3) 66992 SUBCONTRACT GRANT AWARD PINE MANOR COLLEGE 400 HEATH ST CHESTNUT HILL MA 02467 042321292 501 (C)(3) 6952 SUBCONTRACT GRANT AWARD PURDUE UNIVERSITY 23510 NETWORK PL CHICAGO IL 60673 356002041 501 (C)(3) 188093 SUBCONTRACT GRANT AWARD RESEARCH FOUNDATION OF CITY OF NEW YORK 695 PARK AVE NEW YORK NY 10065 131988190 501 (C)(3) 47798 SUBCONTRACT GRANT AWARD RHODE ISLAND HOSPITAL 593 EDDY ST PROVIDENCE RI 02903 050258954 501 (C)(3) 14090 SUBCONTRACT GRANT AWARD ROCKWELL COLLINS INC & SUBSIDIARIES BOX 360772 PITTSBURGH PA 15251 522314475 FOR PROFIT 33511 SUBCONTRACT GRANT AWARD RUTGERS THE STATE UNIVERSITY OF NJ 3 RUTGERS PLAZA NEW BRUNSWICK NJ 08901 226001086 501 (C)(3) 28163 SUBCONTRACT GRANT AWARD SAN JOSE STATE UNIVERSITY 210 N FOURTH ST SAN JOSE CA 95112 946017638 501 (C)(3) 18701 SUBCONTRACT GRANT AWARD SHARED TECHNOLOGIES FAIRCHILD PO BOX 4869 HOUSTON TX 77210 521192851 FOR PROFIT 350942 SUBCONTRACT GRANT AWARD SOMERVILLE COMMUNITY CORP 337 SOMERVILLE AVE2ND FL SOMERVILLE MA 02143 237293380 501 (C)(3) 13123 SUBCONTRACT GRANT AWARD SPAULDING REHABILITATION HOSPITAL PO BOX 3903 BOSTON MA 02241 042551124 501 (C)(3) 113788 SUBCONTRACT GRANT AWARD STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 941156365 501 (C)(3) 299338 SUBCONTRACT GRANT AWARD THE CHARLES STARK DRAPER LAB INC PO BOX 3484 BOSTON MA 02241 042505372 501 (C)(3) 245533 SUBCONTRACT GRANT AWARD SYNAPTIC RESEARCH LLC 1448 SOUTH ROLLING ROAD BALTIMORE MD 21227 205487221 FOR PROFIT 271832 SUBCONTRACT GRANT AWARD TBMS 1600 BOSTON-PROVIDENCE HWY WALPOLE MA 02081 593828470 FOR PROFIT 31350 SUBCONTRACT GRANT AWARD TECHNICAL EDUCATION RESEARCH CENTER INC 2067 MASSACHUSETTS AVE CAMBRIDGE MA 02140 046134355 501 (C)(3) 162825 SUBCONTRACT GRANT AWARD TEXAS A&M UNIVERSITY 400 HARVEY MITCHELL PKWY S STE 300 COLLEGE STATION TX 77845 746000531 501 (C)(3) 115723 SUBCONTRACT GRANT AWARD TUFTS MEDICAL CENTER 750 WASHINGTON ST BOSTON MA 02111 043400617 501 (C)(3) 3705252 SUBCONTRACT GRANT AWARD TUSKEGEE UNIVERSITY 1200 W MONTGOMERY RD TUSKEGEE INST AL 36088 630288878 501 (C)(3) 132052 SUBCONTRACT GRANT AWARD UNIV OF MEDICINE&DENTISTRY OF NEW JERSEY 335 GEORGE ST NEW BRUNSWICK NJ 08903 221980408 501 (C)(3) 32550 SUBCONTRACT GRANT AWARD UNIV OF NORTH CAROLINA AT CHAPEL HILL PO BOX 402420 ATLANTA GA 30384 566001393 501 (C)(3) 88830 SUBCONTRACT GRANT AWARD UNIV OF TEXAS HSC AT SAN ANTONIO PO BOX 1898 SAN ANTONIO TX 78297 741586031 501 (C)(3) 13765 SUBCONTRACT GRANT AWARD UNIVERSAL SURVEY CENTER INC 218 WEST 40TH ST NEW YORK NY 10018 113351441 501 (C)(3) 184233 SUBCONTRACT GRANT AWARD UNIVERSITY OF ILLINOIS PO BOX 20787 SPRINGFIELD IL 62708 376000511 501 (C)(3) 162398 SUBCONTRACT GRANT AWARD UNIVERSITY OF MARYLAND PO BOX 41428 BALTIMORE MD 21203 526002033 501 (C)(3) 9743 SUBCONTRACT GRANT AWARD UNIVERSITY OF MASSACHUSETTS 100 MORRISSEY BLVD BOSTON MA 02125 043167352 501 (C)(3) 481078 SUBCONTRACT GRANT AWARD UNIVERSITY OF MIAMI PO BOX 405803 ATLANTA GA 30384 592695890 501 (C)(3) 107167 SUBCONTRACT GRANT AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN BOX 223131 PITTSBURGH PA 15251 386006309 501 (C)(3) 41854 SUBCONTRACT GRANT AWARD UNIVERSITY OF NEBRASKA 312 N 14TH ST ALEXANDER WEST BLDG LINCOLN NE 68588 470049123 501 (C)(3) 64059 SUBCONTRACT GRANT AWARD UNIVERSITY OF NEW HAMPSHIRE 51 COLLEGE RD DURHAM NH 03824 026000937 501 (C)(3) 11052 SUBCONTRACT GRANT AWARD UNIVERSITY OF NORTHERN IOWA 1227 WEST 27TH STREET CEDAR FALLS IA 50614 426004333 501 (C)(3) 37044 SUBCONTRACT GRANT AWARD TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PO BOX 785541 PHILADELPHIA PA 19178 231352685 501 (C)(3) 97196 SUBCONTRACT GRANT AWARD UNIVERSITY OF TENNESSEE 210 STUDENT SERVICES BUILDING KNOXVILLE TN 37996 626001636 501 (C)(3) 50886 SUBCONTRACT GRANT AWARD UNIVERSITY OF VERMONT 85 S PROSPECT ST BURLINGTON VT 05405 030179440 501 (C)(3) 12663 SUBCONTRACT GRANT AWARD UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DR CHICAGO IL 60693 916001537 501 (C)(3) 309972 SUBCONTRACT GRANT AWARD WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501 (C)(3) 105041 SUBCONTRACT GRANT AWARD WEILL CORNELL MEDICAL COLLEGE 575 LEXINGTON AVE 9TH FL NEW YORK NY 10022 131623978 501 (C)(3) 123149 SUBCONTRACT GRANT AWARD THE WELCOME PROJECT 530 MYSTIC AVE 111 SOMERVILLE MA 02145 043088140 501 (C)(3) 8750 SUBCONTRACT GRANT AWARD YOUGOV POLIMETRIX INC 285 HAMILTON AVE SUITE 200 PALO ALTO CA 94301 980547173 FOR PROFIT 52000 SUBCONTRACT GRANT AWARD 72 11 SCHOLARSHIPS 6303 107209307 FELLOWSHIPS 422 4180721 STUDENT PRIZES 558 1151325 STUDENT STIPENDS 287 196864 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 DUE TO THE VARIOUS TYPES OF GRANT FUND EXPENDITURES THE UNIVERSITY USES MULTIPLE INTERNAL CONTROL PROCEDURES FOR MONITORING THE USE OF U.S. GRANT FUNDS AND ASSISTANCE. FELLOWSHIPS, PRIZES AND STIPEND PAYMENTS ARE MADE THROUGH OUR FINANCIAL SERVICES AND ACCOUNTS PAYABLE DEPARTMENT. THE PROCESS REQUIRES PRE-APPROVAL BY A PARTICULAR DEPARTMENT-HEAD AND SPECIFIC DOCUMENTATION AND AUTHORIZATIONS ARE NECESSARY IN ORDER TO PROCESS A PAYMENT. A MAJORITY OF PAYMENTS ARE MADE VIA CHECK. FOR DOMESTIC SCHOLARSHIPS, THE FINANCIAL AID OFFICE (FAO) MAINTAINS AN INDEPENDENT FINANCIAL AID ACCOUNTING SYSTEM. THE FAO ADMINISTERS THE LISTING OF AWARD RECIPIENTS AND RECONCILES, ON A MONTHLY BASIS, THE CORRESPONDING EXPENSES WITH THE UNIVERSITY GENERAL LEDGER SYSTEM. THE CASH GRANTS ARE ALSO REFLECTED ON EACH INDIVIDUAL STUDENT ACCOUNT. THE FINANCIAL SERVICES OFFICE INDEPENDENTLY RECORDS THE TRANSACTIONS AFTER ALL REQUIRED SYSTEM-FEED DOCUMENTATION HAS BEEN RECEIVED. ADDITIONALLY, ALL FEDERAL SCHOLARSHIP ACTIVITIES ARE MONITORED SEPARATELY BY THE SPONSORED ACCOUNTING DEPARTMENT (SPA). FOR SUBCONTRACT RESEARCH GRANTS, THE UNIVERSITY MAINTAINS A SPONSORED RESEARCH ACCOUNTING (SPA) DEPARTMENT WHICH HAS FINANCIAL OVERSIGHT FOR ALL GRANT AND CONTRACT ACTIVITY. THE PRINCIPAL INVESTIGATOR (PI) IS RESPONSIBLE FOR ALL ASPECTS OF A GRANT ALONG WITH THE COMPLIANCE ACTIVITIES. SPECIFIC GRANT-RELATED EXPENDITURE ACTIVITIES ARE PROCESSED BY THE UNIVERSITY ACCOUNTS PAYABLE DEPARTMENT. SUB-RECIPIENT MONITORING: A PRINCIPAL INVESTIGATOR (PI) NEGOTIATES SUBCONTRACTS WITH SUB-RECIPIENTS THROUGH THE OFFICE OF THE VICE PROVOST. WHEN AN AGREEMENT IS FULLY EXECUTED, IT MUST BE SUBMITTED TO THE OFFICE OF SPONSORED PROGRAMS ACCOUNTING (SPA) ALONG WITH A COMPLETED CONSULTANT PAYMENT FORM. ANY ISSUES REGARDING SUB-RECIPIENT PERFORMANCE ARE REPORTED TO THE OFFICE OF THE VICE PROVOST AND SPA. ALSO, SPA IS RESPONSIBLE FOR ENSURING THAT ALL SUB-RECIPIENTS ARE IN COMPLIANCE WITH OMB CIRCULAR A-133 REQUIREMENTS. X X X X X true true X X X X X true true false true false true false true true true ANTHONY P MONACO 641818 0 0 0 63910 0 48995 0 61486 0 816209 0 0 0 PATRICIA L CAMPBELL 457384 0 0 0 3247 0 48995 0 9002 0 518628 0 0 0 MARY R JEKA 323016 0 0 0 11223 0 43995 0 8542 0 386776 0 0 0 DAVID R HARRIS 245825 0 180000 0 272 0 33045 0 12409 0 471551 0 0 0 THOMAS S MCGURTY 322310 0 0 0 1458 0 42858 0 19511 0 386137 0 0 0 DAVID J KAHLE 281706 0 0 0 586 0 37770 0 25026 0 345088 0 0 0 RICHARD REYNOLDS 186513 0 0 0 31855 0 23634 0 237 0 242239 0 0 0 KATHLEEN CRONIN 196018 0 0 0 17395 0 27990 0 23964 0 265367 0 0 0 DARLEEN PATRICIA KARP 162646 0 0 0 4020 0 19412 0 9624 0 195702 0 0 0 MICHAEL A BAENEN 152767 0 0 0 298 0 17400 0 11370 0 181835 0 0 0 ERIC C JOHNSON 310950 0 0 0 744 0 31995 0 21934 0 365623 0 0 0 MARGARET E NEWELL 321058 0 0 0 72973 0 31995 0 9223 0 435249 0 0 0 BRIAN K LEE 92592 0 0 0 33698 0 17124 0 5944 0 149358 0 0 0 HARRIS A BERMAN 426593 0 0 0 5785 0 31995 0 18731 0 483104 0 0 0 JOANNE E BERGER-SWEENEY 295860 0 0 0 709 0 31995 0 31194 0 359758 0 0 0 LINDA M ABRIOLA 283417 0 0 0 1264 0 31995 0 23916 0 340592 0 0 0 NAOMI ROSENBERG 244093 0 0 0 1596 0 31995 0 16919 0 294603 0 0 0 DEBORAH T KOCHEVAR 238829 0 0 0 1024 0 31695 0 23221 0 294769 0 0 0 HUW THOMAS 376774 0 0 0 2626 0 31995 0 10491 0 421886 0 0 0 SALLY DUNGAN 345347 0 240491 0 1597 0 172319 0 28107 0 787861 0 69382 0 CATHERINE HAYES 0 0 0 0 557203 0 0 0 0 0 557203 0 0 0 PAMELA CROTTY YELICK 151348 0 0 0 327809 0 18631 0 10369 0 508157 0 0 0 MARIA PAPAGEORGE 188108 0 383778 0 778 0 24472 0 46751 0 643887 0 0 0 RENEE R NADLER 256163 0 135532 0 594 0 114520 0 19395 0 526204 0 40803 0 First-class or charter travel Schedule J, Part I, Line 1a VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. DURING THE CURRENT FISCAL YEAR, ONE KEY EMPLOYEE AND ONE HIGHLY-COMPENSATED EMPLOYEE TRAVELLED USING SUCH AIRLINE ACCOMODATIONS. NO EMPLOYEES WERE TAXED AS THIS TRAVEL BENEFIT IS A BUSINESS EXPENSE. Travel for companions Schedule J, Part I, Line 1a THE PRESIDENT TRAVELS FOR UNIVERSITY BUSINESS WITH HIS SPOUSE ON A LIMITED BASIS. SPOUSAL TRAVEL EXPENSES ARE FOR A BONA FIDE BUSINESS PURPOSE AND ARE NOT INCLUDED IN TAXABLE COMPENSATION. Tax indemnification and gross-up payments Schedule J, Part I, Line 1a THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS- UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. DURING THE CURRENT YEAR, FOUR OFFICERS RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. ALL PAYMENTS WERE TAXABLE TO THE EMPLOYEE. Housing allowance or residence for personal use Schedule J, Part I, Line 1a AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION BUT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (D). Personal services Schedule J, Part I, Line 1a THE UNIVERSITY PROVIDED HOUSECLEANING SERVICES TO THE PRESIDENT OF WHICH THE PRESIDENT REIMBURSES THE UNIVERSITY FOR THE MARKET VALUE OF PERSONAL HOUSECLEANING SERVICES. AS A RESULT, NO AMOUNT OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. Severance or change-of-control payment Schedule J, Part I, Line 4a CATHERINE HAYES, PROFESSOR AND CHAIR AND PAMELA CROTTY YELICK, PROFESSOR WERE BOTH AWARDED SEVERANCE PAYMENTS AS PART OF A BACK PAY AND LEGAL EMPLOYMENT SETTLEMENT TOTALLING $557,203 AND $320,376, RESPECTIVELY. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b SALLY DUNGAN,CHIEF INVESTMENT OFFICER AND RENEE NADLER, DIRECTOR OF INVESTMENTS FOR THE UNIVERSITY BOTH PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% AND 80%, RESPECTIVELY, OF THEIR BASE SALARY EARNINGS. THE INCENTIVE PAYOUT VESTING SCHEDULE IS OVER THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR THE REMAINING TWO YEARS. PAYMENTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. Compensation contingent on revenues of the organization Schedule J, Part I, Line 5a DR. MARIA PAPAGEORGE IS A FULL-TIME FACULTY MEMBER OF TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE AND PARTICIPATES IN THE GROUP DENTAL PRACTICE CALLED TUFTS DENTAL ASSOCIATES (TDA) WHERE SHE PRACTICES DENTISTRY. AS A MEMBER OF TDA, SHE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2012, INCENTIVE PAYMENTS TOTALED $383,778 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE. Compensation contingent on net earnings of the organization Schedule J, Part I, Line 6a SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $240,491 WAS MADE IN FYE 06/30/12 AND LATER PAID IN AUGUST, 2012. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $135,532 WAS MADE IN 2012. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B). Non-fixed payments Schedule J, Part I, Line 7 SALLY DUNGAN, CHIEF INVESTMENT OFFICER, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $35,471 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B). RENEE NADLER, DIRECTOR OF INVESTMENTS, PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $20,861 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B). A MHEFA SERIES N 042456011 57586CV36 2008-03-27 140600000 REFUNDED AUG-04, JAN-06 false false false B MHEFA SERIES O 042456011 57586EBG5 2008-11-13 83752144 CONST & EQUIP FACILITY false false false C MHEFA SERIES M 042456011 57586EJT9 2009-06-11 66548467 REFUNDED MAY-1998 false false false D MDFA SERIES P 043431814 57583R7L3 2011-02-08 50532192 REFUNDED APR-2001 false false false A 1134020 0 140600000 0 0 0 600000 0 0 0 140000000 0 true false true true B 1200000 0 83830604 0 0 0 731604 0 0 83099000 0 0 2010 false false true true C 6072849 0 66548467 0 0 0 538881 0 0 0 66009586 0 true false true true D 10458 0 50532192 0 0 0 532192 0 0 0 50000000 0 true false true true A false true true true true true 0.01660 0.00930 0.02590 false false 0 false true B false true true true true true 0.02970 0.00200 0.03170 false false 0 false true C false false false true false true 0.00000 0.00000 0.00000 false false 0 false false D false false false true false true 0.00000 0.00000 0.00000 false false 0 false false A false false true false true true DEUTSCHE BANK AND B 30.0 true false false DEUTSCHE BANK AND BANK OF AMERICA 30.0 false false true B false false true false false false 0 false false false 0 false false true C false false true false false false 0.0 false false false 0.0 false false true D false false true false true true BARCLAYS BNY MELLON 25.0 false false false 0 false false true A true B true C true D true ISSUER NAME: MHEFA Series O Schedule K, Part V ANY DIFFERENCES BETWEEN THE ORIGINAL ISSUE PRICE AND THE GROSS PROCEEDS ARE A RESULT OF INVESTMENT EARNINGS. CHARLES RIVER LABORATORIES KEY EMPLOYEE IS A BOARD MEMBER 437735 LAB SERVICES false MARIA GOVE TRINGALE CURRENT OFFICER SPOUSE 189432 EMPLOYMENT false JAMES NEWELL CURRENT OFFICER BROTHER 95392 EMPLOYMENT false MORTON B ROSENBERG CURRENT KEY EMPLOYEE SPOUSE 195717 EMPLOYMENT false X 3 81200 MARKET VALUE X 2453 MARKET VALUE X 4596 MARKET VALUE X 1 29000 MARKET VALUE X 162 2724552 MARKET VALUE X 9 86899 MARKET VALUE X 2 26134 MARKET VALUE X MEDICAL EQUIPMENT 13 131413 MARKET VALUE X DINNER EVENTS 2 4212 MARKET VALUE X COMPUTER EQUIPMENT 2 52736 MARKET VALUE X LANDSCAPING EQUIPMENT 1 14088 MARKET VALUE 0 false true false NON-CASH CONTRIBUTIONS SCHEDULE M, PART I THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED. Number of contributions or items contributed. Schedule M, part I, column (b), Line 1 Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 Number of contributions or items contributed. Schedule M, part I, column (b), Line 19 NUMBER OF VOLUNTEERS FORM 990, PART I, LINE 6 TUFTS UNIVERSITY HAS NUMEROUS VOLUNTEERS INCLUDING ITS TRUSTEES AND ALUMNI WHO DEDICATE THEIR TIME, EXPERIENCE, AND EFFORTS TO THE UNIVERSITY. DUE TO THE LARGE VOLUME OF VOLUNTEERS IT IS NOT FEASIBLE TO FORMALLY TRACK THE ACTUAL NUMBER AND ACCURATELY ESTIMATE THE NUMBER OF VOLUNTEERS. NUMBER OF EMPLOYEES PER W-3 FORM 990, PART V, LINE 2A THE UNIVERSITY PAYROLL DEPARTMENT HAS REPORTED 11,617 EMPLOYEES ON FORM W-3 FOR THE CALENDAR-YEAR 2012. THIS AMOUNT INCLUDES FULL-TIME STAFF, FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS. Family/business relationships amongst interested persons Form 990, Part VI, Section A, Line 2 THOMAS M. ALPERIN AND BRIAN KAVOOGIAN - BUSINESS RELATIONSHIP, DANIEL J. DOHERTY III, THOMAS M. ALPERIN AND BRIAN KAVOOGIAN - BUSINESS RELATIONSHIP Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE UNIVERSITY'S IN-HOUSE TAX DEPARTMENT PREPARED THE TAX RETURN. THE UNIVERSITY ALSO ENGAGED PRICEWATERHOUSECOOPERS LLP AS A CONSULTANT TO REVIEW SPECIFIC AREAS OF THE TAX RETURN. A COMPREHENSIVE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE THE RETURN WAS FINALIZED. A FINAL COPY OF THE FORM 990, AS FILED, WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO IT BEING FILED. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE TRUSTEES OFFICE AT TUFTS UNIVERSITY MAINTAINS A STATEMENT OF COMPLIANCE AND DISCLOSURE FORM WHICH IS USED TO DISCLOSE ANY CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES, AND GOVERNING BOARD MEMBERS. THIS DOCUMENT IS SENT ANNUALLY AFTER FISCAL YEAR END. AFTER READING THE CONFLICT OF INTEREST POLICY, WHILE USING AN INTERNET-BASED QUESTIONNAIRE SYSTEM, EACH MEMBER IS REQUIRED TO ELECTRONICALLY DISCLOSE ANY POTENTIAL OR REAL CONFLICTS IN A STATEMENT THAT IS SIGNED, DATED, AND RETURNED ELECTRONICALLY TO THE TRUSTEES OFFICE. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, CONFLICTS OF INTEREST DISCLOSURES ARE REPORTED TO THE AUDIT COMMITTEE, THROUGH THE SECRETARY OF THE CORPORATION. THE AUDIT COMMITTEE IS NOTIFIED AND REVIEWS SUCH DISCLOSURES AND ADVISES ANY ACTIONS. THEREAFTER, THE INDIVIDUAL BOARD MEMBER THEN CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISIONS RELATING TO THE SPECIFIC DISCLOSED CONFLICT. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a EXECUTIVE COMPENSATION IS DETERMINED BY THE TRUSTEE COMPENSATION COMMITTEE WHICH USES A MULTITUDE OF RESOURCES AND INFORMATION. THE COMPENSATION COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF TRUSTEES WHO MAY SERVE AS THE CHAIR, ALONG WITH ADDITIONAL MEMBERS, EACH SERVING WITH NO TERM LIMITS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT LEAST ANNUALLY AND USES SURVEY DATA FROM HUMAN RESOURCES WHICH WAS GATHERED FROM AN EXTERNAL GLOBAL PROFESSIONAL SERVICES COMPANY, CALLED TOWERS WATSON. THE EXECUTIVE COMPENSATION SURVEY INCLUDES PEER INSTITUTIONS DATA IN THE LARGER COMPETITIVE MARKETPLACE. ALSO, WHEN CERTAIN DATA IS UNAVAILABLE, HUMAN RESOURCES GATHERS INFORMATION FROM THE CUPA ADMINISTRATIVE COMPENSATION ANNUAL SURVEY. ADDITIONALLY, SALARY RECOMMENDATIONS AND PERFORMANCE REVIEWS ARE PROVIDED TO THE COMPENSATION COMMITTEE TO ASSIST THEM IN THE DECISION MAKING PROCESS. THE COMPENSATION COMMITTEE DELIBERATES AND VOTES WHILE CONTEMPORANEOUSLY DOCUMENTING ITS DECISIONS RELATING TO COMPENSATION. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2013 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2013. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b FOR OTHER EXECUTIVES, INCLUDING SENIOR OFFICERS AND KEY EMPLOYEES, THE COMPENSATION COMMITTEE ALSO RECEIVED WRITTEN PERFORMANCE EVALUATIONS DURING THE SAME TIME PERIOD ALONG WITH RECOMMENDATIONS FROM THE PRESIDENT AND PROVOST. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 TRUSTEES OF TUFTS COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. IN ADDITION, AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST/BUSINESS CONDUCT POLICIES ARE AVAILABLE ON THE TUFTS UNIVERSITY WEBSITE AT WWW.TUFTS.EDU. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 NET LOSS FROM CONSOLIDATED ENTITIES - -425023; CUMULATIVE EFFECT OF ACCOUNTING CHANGE - 1181000; CHANGE IN SPLIT INTEREST AGREEMENTS - 2312399; CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS - 25461657; INVESTMENT IN TUFTS SHARED SERVICES, INC. F/K/A T-NEMC, A RELATED ORGANIZATION - 588833; Payments on contract that is subject to the initial contract exception Schedule J, Part I, Line 8 THE PRESIDENT AND PROVOST ARE SERVING UNDER THEIR INITIAL CONTRACTS NONTAXABLE BENEFITS SCHEDULE J, PART II, COLUMN (D) NONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR PRESIDENT ANTHONY P. MONACO. TUITION REMISSION BENEFITS WERE INCLUDED FOR JOANNE BERGER-SWEENEY, AND DR. MARIA PAPAGEORGE. TUDC LLC 169 HOLLAND STREET SOMERVILLE MA 02144 043056113 REAL ESTATE DEVELOPMENT MA 0 0 TRUSTEES OF TUFTS COLLEGE TUFTS MEDIA LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 CONSUMER PUBLISHING & MEDIA DE 4290200 3657825 TRUSTEES OF TUFTS COLLEGE AZULUNA BRANDS LLC 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 AGRICULTURE MA -5123 0 TRUSTEES OF TUFTS COLLEGE TUFTS HEALTH AND WELLNESS SERVICES LLC 169 HOLLAND STREET SOMERVILLE MA 02144 800754011 HEALTH AND WELLNESS SERVICES MA 0 0 TRUSTEES OF TUFTS COLLEGE THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET SOMERVILLE MA 02144 RELIEF OF POOR & EDUCATION GRANTS MA 501(C)(3) 11 - Type I TRUSTEES OF TUFTS COLLEGE true WALNUT HILL PROPERTIES CORP PO BOX 53 TRUSTEES OF TUFTS COLLEGE MEDFORD MA 02153 REAL ESTATE MANAGEMENT MA 501(C)(3) 11 - Type I TRUSTEES OF TUFTS COLLEGE true TUFTS SHARED SERVICES INC 171 HARRISON AVE PO BOX 634 BOSTON MA 02111 COORDINATE HEALTH & EDUCATIONAL SERVICES MA 501(C)(3) 11 - Type III - FI TRUSTEES OF TUFTS COLLEGE true TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC 200 WESTBOROUGH ROAD NORTH GRAFTON MA 02158 VETERINARY EMERGENCY TREATMENT & CARE MA 501(C)(3) 9 TRUSTEES OF TUFTS COLLEGE true TUFTS HEALTH CARE INSTITUTE 136 HARRISON AVENUE BOSTON MA 02111 DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFESSIONALS MA 501(C)(3) 11 - Type I TRUSTEES OF TUFTS COLLEGE true TUFTS UNIVERSITY POST-RETIREMENT PLAN 169 HOLLAND STREET SOMERVILLE MA 02144 VEBA MA 501(C)(9) N/A TRUSTEES OF TUFTS COLLEGE true JM HOLDINGS INC 169 HOLLAND STREET SOMERVILLE MA 02144 043184043 REAL ESTATE DEVELOPMENT MA TRUSTEES OF TUFTS COLLEGE C CORPORATION 0 16673 1 true PERPETUAL TRUSTS - 6 SUPPORT MA TRUSTEES OF TUFTS COLLEGE TRUST CHARITABLE REMAINDER UNITRUSTS - 32 SUPPORT MA TRUSTEES OF TUFTS COLLEGE TRUST true true true true false false false false false false true true true true true true true true true WALNUT HILL PROPERTIES CORP A 216317 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP D 14206950 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP K 926746 FAIR MARKET VALUE WALNUT HILL PROPERTIES CORP L 169775 FAIR MARKET VALUE TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES A 97614 FAIR MARKET VALUE TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES D 1499587 FAIR MARKET VALUE TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES L 654394 FAIR MARKET VALUE TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES S 395406 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND C 1522929 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND L 119394 FAIR MARKET VALUE OMIDYAR-TUFTS MICROFINANCE FUND Q 629606 FAIR MARKET VALUE TUFTS SHARED SERVICES INC M 5691000 FAIR MARKET VALUE TUFTS UNIVERSITY POST RETIREMENT PLAN P 260000 FAIR MARKET VALUE TUFTS HEALTH CARE INSTITUTE M 150000 FAIR MARKET VALUE TRUSTS PART IV, COLUMN (A) THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, AND MASSACHUSETTS. Trustees of Tufts College 169 Holland StreetAttn Tax Dept Somerville MA 02144 042103634 X 0 450418 450418 848875571 849325989 1000000 250000 0 0 0 TUFTS SHARED SERVICES INC 171 HARRISON AVENUE BOSTON MA 02111 237000827 0 0 0 24375842 0 0 0 0 0 0 THE OMIDYAR-TUFTS MICROFINANCE FUND 169 HOLLAND STREET ATTN TAX DEPT SOMERVILLE MA 02144 043828582 0 0 0 2356458 0 0 0 0 0 0 TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC 200 WESTBORO ROAD NORTH GRAFTON MA 01536 043430674 0 0 0 7133359 0 0 0 0 0 0 WALNUT HILL PROPERTIES CORP PO BOX 53 TUFTS UNIVERSITY BRANCH MEDFORD MA 02155 043419100 0 0 0 3313500 0 0 0 0 0 0 TUFTS HEALTH CARE INSTITUTE 136 HARRISON AVENUE BOSTON MA 02111 043289926 0 0 0 1226134 0 0 0 0 0 0