2012-05-15T10:38:30-04:00 2011-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2010-07-01 042133255 SUFFOLK UNIVERSITY SUFF 6175738630 8 ASHBURTON PLACE BOSTON MA 021082770 DANIELLE MANNING 2012-05-14 6179881000 2010 2016-02-24 21:20:13Z DANIELLE MANNING 8 ASHBURTON PLACE BOSTON MA 021082770 590227578 false X WWW.SUFFOLK.EDU X 1906 MA SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH A STRONG EMPHASIS ON DIVERSITY. 27 23 4638 250 382076 -261031 8083078 7522177 277164927 288284471 -4117942 352426 1571885 2127127 282701948 298286201 57667124 67518147 0 0 125417534 129398236 0 123748 2253394 94901901 95840838 277986559 292880969 4715389 5405232 520196691 615932121 337237596 399147136 182959095 216784985 X SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH A STRONG EMPHASIS ON DIVERSITY. false false 123703273 36884085 150876663 THE COLLEGE OF ARTS AND SCIENCES PREPARES STUDENTS OF ALL AGES AND BACKGROUNDS TO LIVE MORE FULFILLING LIVES, TO APPRECIATE AND CONTRIBUTE TO THE COMMUNITIES OF WHICH THEY ARE MEMBERS AND TO REACH THEIR ETHICAL, PERSONAL, INTELLECTUAL AND FINANCIAL GOALS. TO HELP ITS STUDENTS MAXIMIZE THEIR POTENTIAL, THE COLLEGE EMPHASIZES CRITICAL AND ANALYTICAL THINKING THROUGH A RIGOROUS "SUCCESS SKILLS" UNDERGRADUATE CORE PROGRAM IN WRITTEN AND ORAL COMMUNICATION, COMPUTING, ANALYZING AND INTEGRATING. *CONTINUED ON SCHEDULE O* 59367851 16991619 71578455 THE SAWYER BUSINESS SCHOOL (SBS) CREATES A LEARNING ENVIRONMENT THAT ENABLES STUDENTS TO EMERGE AS SUCCESSFUL LEADERS IN THE PRACTICE OF GLOBAL BUSINESS AND PUBLIC SERVICES. THE SBS VALUES EXCELLENCE IN EDUCATION AND RESEARCH, AND WORKS WITH ITS STUDENTS, ALUMNI, AND BUSINESS PARTNERS TO ACHIEVE THEIR GOALS. THE PROGRAMS ARE BUILT ON THE CORE VALUES OF PROMOTING OPPORTUNITY, EXCELLENCE, QUALITY TEACHING, INCLUSION AND COLLABORATION, AND EXCEPTIONAL SERVICE. APPROXIMATELY 4,000 STUDENTS WERE SERVED THIS YEAR. 52134898 13642443 65506790 THE LAW SCHOOL IS DEDICATED TO WELCOMING STUDENTS FROM ALL BACKGROUNDS AND CIRCUMSTANCES AND EDUCATING THEM TO BECOME HIGHLY SKILLED AND ETHICAL LAWYERS WHO ARE WELL-PREPARED TO SERVE IN THEIR LOCAL COMMUNITIES, ACROSS THE NATION, AND AROUND THE WORLD. THE LAW SCHOOL SEEKS TO DEVELOP IN ITS STUDENTS THE SKILLS NECESSARY TO SERVE THE PROFESSION'S CHANGING NEEDS IN AN INCREASINGLY DIVERSE, GLOBAL AND TECHNOLOGICALLY-DEPENDENT SOCIETY. *CONTINUED ON SCHEDULE O* 235206022 true true false true false false true false true true false false true true true false true true true true false true true false false false true true true true false false false false false true true true false true true false false false false true true true false false true 384 0 true 4638 true true true true SP SG false false false true true false false false false X 27 23 true false false false false false false true true false false true true true true true true true true false MA X X DANIELLE MANNING 6175738400 8 ASHBURTON PLACE BOSTON MA 021082770 X HON MARIANNE B BOWLER 1.0 X 0 0 0 JOHN A BRENNAN JR ESQ 1.0 X 0 0 0 IRWIN CHAFETZ 1.0 X 0 0 0 LEO J CORCORAN ESQ 1.0 X 0 0 0 GERARD F DOHERTY ESQ 1.0 X 0 0 0 DENNIS M DUGGAN JR ESQ 1.0 X 0 0 0 JILL S GABBE 1.0 X 0 0 0 HON ROBERT W GARDNER JR 1.0 X 0 0 0 RUSSELL A GAUDREAU JR ESQ 1.0 X 0 0 0 MICHAEL G GEORGE 1.0 X 0 0 0 MARGARET A GERAGHTY 1.0 X 0 0 0 WILLIAM T HOGAN III ESQ 1.0 X 0 0 0 J ROBERT JOHNSON 1.0 X 0 0 0 HAL J LEIBOWITZ ESQ 1.0 X 0 0 0 DEBORAH F MARSON ESQ 1.0 X 0 0 0 ANDREW C MEYER JR ESQ 1.0 X 0 0 0 RALPH MITCHELL 1.0 X 0 0 0 JAMES T MORRIS ESQ 1.0 X 0 0 0 BRIAN T O'NEILL ESQ 1.0 X 0 0 0 GEORGE A RAMIREZ ESQ 1.0 X 0 0 0 CAROL SAWYER PARKS 1.0 X 0 0 0 ROSALIE K STAHL 1.0 X 0 0 0 TARA TAYLOR 1.0 X 0 0 0 FRANCIS M VAZZA 1.0 X 0 0 0 DENNIS WALCZEWSKI 1.0 X 0 0 0 DAVID J SARGENT 50.0 X X 477170 0 49469 FRANCIS X FLANNERY 50.0 X X 298592 0 32615 BARRY BROWN 50.0 X 382598 0 44451 JANICE GRIFFITH 50.0 X 273827 0 29419 JOHN NUCCI 50.0 X 325444 0 22050 NANCY STOLL 50.0 X 168416 0 14981 MARGUERITE DENNIS 50.0 X 253508 0 34820 CHRISTOPHER MOSHER 50.0 X 228671 0 37496 PAUL LYONS 50.0 X 318519 0 19180 DANIELLE MANNING 50.0 X 126831 0 3984 KENNETH GREENBERG 50.0 X 313506 0 22050 BERNARD V KEENAN 50.0 X 277489 0 47760 WILLIAM O'NEILL 50.0 X 297585 0 40730 CAMILLE NELSON 50.0 X 157958 0 18717 KAREN M BLUM 50.0 X 238214 0 33004 KI C HAN 50.0 X 218835 0 16693 MARC PERLIN 50.0 X 252873 0 43405 ALASDAIR S ROBERTS 50.0 X 219663 0 43728 ROBERT SMITH 50.0 X 218406 0 35010 MICHAEL F DWYER 0.0 X 189816 0 16521 5237921 0 606083 277 true true false FOLEY HOAG LLP 155 SEAPORT BOULEVARD BOSTON MA 02110 LEGAL SERVICES 806870 TSOIKOBUS ASSOCIATES INC 1 BRATTLE SQUARE CAMBRIDGE MA 02238 ARCHITECTS 584641 CENTER FOR INTERNATIONAL STUDIES 17 NEW SOUTH STREET NORTHAMPTON MA 01060 STUDY ABROAD SERVICE 499147 CBT ARCHITECTS 110 CANAL STREET BOSTON MA 02114 ARCHITECTS 469775 REGAN COMMUNICATIONS GROUP INC 106 UNION WHARF BOSTON MA 02109 CONSULTING 317371 23 4450749 3071428 214085 7522177 TUITION AND FEES 611710 266790811 266790811 RESIDENCE HALLS AND DINING 721000 21493660 21171097 322563 288284471 3158546 59513 3099033 263399 263399 0 1022903 0 195500 827403 0 827403 827403 287653124 1023234 290380174 1365703 -2727050 -342469 -3069519 -3069519 0 0 0 0 0 OTHER SOURCES 900099 1299724 1299724 1299724 298286201 287961908 382076 2420040 70750 70750 65242317 65242317 2205080 2205080 0 5085762 169673 4701647 214442 0 100338699 85824866 13500566 1013267 6671138 5903115 662029 105994 10169337 7863923 2218853 86561 7133300 5968910 1074295 90095 0 988471 988471 275560 275560 121063 121063 123748 123748 348228 348228 30000 30000 3200327 2303005 767668 129654 4276067 1067552 3157186 51329 4952056 2462930 2432652 56474 0 19975985 12048490 7675495 252000 1399427 838365 533408 27654 0 812056 762332 49724 17327430 10673697 6653733 0 12142881 7480015 4662866 1195220 796813 398407 RESIDENCE HALL EXPENSES 9755739 9755739 ACADEMIC SERVICES & SUPPORT 4457231 4457231 OTHER PUBLIC SERVICE 2670261 2670261 OTHER INSTRUCTION 2579367 2579367 OTHER INSTITUTIONAL EXPENSES 1102081 1032712 69369 8231388 4061591 4136990 32807 292880969 235206022 55421553 2253394 1271336 968180 2417457 2052790 3395672 2736104 0 977650 3930514 7092023 424963532 109411060 302910091 315552472 148140442 174918028 8600251 9417194 16173497 16723482 33357431 85494198 520196691 615932121 28062232 25433857 8684327 9348054 294297404 358628692 1074497 600000 5119136 5136533 337237596 399147136 X 153479137 185149971 1366654 3227333 28113304 28407681 182959095 216784985 520196691 615932121 X 5405232 28420658 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 121063 false false 121063 false X X X X false 99157137 731651 27476355 5425244 121939899 78859081 9410136 10887920 99157137 103094077 3471265 -27241928 464333 78859081 0.75950 0.21820 0.02230 true false 36609784 36609784 291952022 60667655 231284367 27852544 9175266 18677278 51909843 39568139 12341704 16639339 16639339 315552472 DEPOSITS WITH BOND TRUSTEES 85494198 85494198 0 REFUNDABLE US GOVERNMENT GRANT 5136533 5136533 298286201 292880969 5405232 28552798 -132140 28420658 33825890 327034499 28552798 28552798 298481701 -195500 -195500 298286201 293208609 327640 327640 292880969 292880969 DESCRIPTION OF ORGANIZATION'S COLLECTIONS PART III, LINE 4 THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE AT SUFFOLK UNIVERSITY WAS ESTABLISHED BY SUFFOLK UNIVERSITY IN 2001 UPON CONGRESSMAN MOAKLEY'S GIFT OF HIS PAPERS. THE INSTITUTE IS DEDICATED TO THE PRESERVATION, STUDY, INTERPRETATION AND CELEBRATION OF CONGRESSMAN MOAKLEY'S LEGACY OF SERVICE AND POLITICAL AND PUBLIC POLICY LEADERSHIP THROUGH PROGRAMMING AND PROMOTION OF JOE MOAKLEY'S CONGRESSIONAL PAPERS. EXHIBIT PROGRAM: THE MOAKLEY INSTITUTE CURATES AND PRESENTS TWO TYPES OF EXHIBITS ON THE LIFE AND LEGACY OF CONGRESSMAN JOE MOAKLEY: GALLERY EXHIBITS AND TRAVELING EXHIBITS. GALLERY EXHIBITS ARE PRESENTED IN THE ADAMS GALLERY AT SUFFOLK UNIVERSITY LAW SCHOOL. TRAVELING EXHIBITS ARE DISPLAYED ON SUFFOLK UNIVERSITY CAMPUS AND AT TOWN HALLS, EDUCATIONAL INSTITUTIONS AND OTHER ORGANIZATIONS THROUGHOUT MASSACHUSETTS. BOTH TYPES OF EXHIBITS CONNECT PEOPLE TO CONGRESSMAN MOAKLEY'S PUBLIC SERVICE AND POLITICAL LEADERSHIP LEGACY AND TO THE RESOURCES AND PROGRAMMING OF THE ARCHIVE AND INSTITUTE. CONGRESSMAN MOAKLEY PAPERS: THE CONGRESSMAN MOAKLEY PAPERS CONSIST OF 522 BOXES OF MATERIALS THAT DOCUMENT THE CONGRESSMAN'S EARLY LIFE, HIS WORLD WAR II SERVICE, HIS TERMS IN THE MASSACHUSETTS HOUSE OF REPRESENTATIVES AND SENATE, AND HIS SERVICE IN THE U.S. CONGRESS. PRIMARILY, THE COLLECTION COVERS MOAKLEY'S CONGRESSIONAL CAREER FROM 1973 TO 2001 INCLUDING DOCUMENTS RELATED TO HIS LEGISLATIVE AND POLICY CAMPAIGNS CENTERED ON HUMAN RIGHTS, THE MOAKLEY COMMISSION IN EL SALVADOR, FIRE-SAFE CIGARETTES, AND HIS PROMOTION OF DISTRICT PROJECTS SUCH AS THE BOSTON HARBOR ISLANDS, THE BIG DIG AND PRESERVATION OF HISTORIC SITES. JOHN JOSEPH MOAKLEY ORAL HISTORY PROJECT: THE MOAKLEY ARCHIVE ORAL HISTORY PROJECT SEEKS TO DOCUMENT AND PRESERVE VALUABLE INFORMATION AND OBSERVATIONS THAT MAY NOT BE A PART OF THE PAPER, PHOTOGRAPHIC, AND AUDIOVISUAL PORTIONS OF THE MOAKLEY PAPERS. RECORDING INTERVIEWS WITH THE CONGRESSMAN'S COLLEAGUES, STAFF, FAMILY, FRIENDS, CONSTITUENTS, AND OTHERS AFFECTED BY THE CENTRAL ISSUES OF HIS CAREER ALLOWS THE ARCHIVE TO DEVELOP A COMPLETE AND NUANCED PICTURE OF MOAKLEY'S LIFE AND SERVICE. ENDOWMENT FUNDS PART V, LINE 4 SUFFOLK UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 240 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. SPENDING FROM THE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S REAL VALUE. OTHER LIABILITIES PART XI, LINE 2 THE UNIVERSITY IS AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF IRC SECTION 501(A). THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. OTHER CHANGES IN NET ASSETS PART XI, LINE 8 POST - RETIREMENT OBLIGATION (132,140) ----------- TOTAL (132,140) OTHER REVENUE INCLUDED ON RETURN NOT IN FINANCIAL STATEMENTS PART XII LINE 4B RENT EXPENSE (195,500) ----------- TOTAL (195,500) OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN PART XIII, LINE 2D POST - RETIREMENT OBLIGATION 132,140 RENT EXPENSE 195,500 ----------- TOTAL 327,640 true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMINATORY POLICY PART I, QUESTION 3 THE UNIVERSITY ADVERTISES IN LOCAL NEWSPAPERS AND PUBLICIZES ITS POLICY ON ITS WEBSITE AND IN VARIOUS LITERATURE. FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY LINE 6A THE UNIVERSITY RECEIVES AID FOR STUDENTS FROM SUCH FEDERAL PROGRAMS AS PELL, SEOG, FEDERAL WORK STUDY, PERKINS, DIRECT LOANS, ETC. THE UNIVERSITY IS ALSO THE RECIPIENT OF SEVERAL FEDERAL AND STATE GRANTS FROM SUCH AGENCIES AS OFFICE OF JUSTICE PROGRAMS, NATIONAL SCIENCE FOUNDATION AND THE U.S. DEPARTMENT OF EDUCATION, AMONG OTHERS. true Europe (Including Iceland and Greenland) 1 51 Program Services EDUCATION 5249990 Sub-Saharan Africa 1 72 Program Services EDUCATION 2061307 Central America and the Caribbean 0 0 Send agents to seminar 3804 Central America and the Caribbean 0 0 Program Services EDUCATION & OTHER 48396 Central America and the Caribbean 0 0 Program Services RECRUITING 1794 East Asia and the Pacific 0 0 Send agents to seminar 31662 East Asia and the Pacific 0 0 Program Services EDUCATION & OTHER 91196 East Asia and the Pacific 0 0 Program Services RECRUITING 15401 Europe (Including Iceland and Greenland) 0 0 Send agents to seminar 61601 Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATION & OTHER 1554150 Europe (Including Iceland and Greenland) 0 0 Program Services RECRUITING 80619 Middle East and North Africa 0 0 Send agents to seminar 4106 Middle East and North Africa 0 0 Program Services EDUCATION & OTHER 1776 Middle East and North Africa 0 0 Program Services RECRUITING 1025 North America 0 0 Send agents to seminar 33191 North America 0 0 Program Services EDUCATION & OTHER 2582 North America 0 0 Program Services RECRUITING 5759 South America 0 0 Send agents to seminar 3312 South America 0 0 Program Services EDUCATION & OTHER 2983 South America 0 0 Program Services RECRUITING 5423 South Asia 0 0 Program Services RECRUITING 5000 Sub-Saharan Africa 0 0 Program Services EDUCATION & OTHER 296 Sub-Saharan Africa 0 0 Program Services RECRUITING 11048 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1826902 Sub-Saharan Africa 0 0 Grantmaking 75742 Central America and the Caribbean 0 0 Grantmaking 18697 East Asia and the Pacific 0 0 Grantmaking 283739 2 123 0 0 2 123 9248359 2233142 11481501 FOREIGN GRANTS PAID - EUROPE Europe/Iceland/Greenland 134 1826902 FOREIGN GRANTS PAID - SUB SAHARAN AFRICA Sub-Saharan Africa 52 75742 FOREIGN GRANTS PAID - CENTRAL AMERICA Cent. America/Caribbean 3 18697 FOREIGN GRANTS PAID - EAST ASIA/PACIFIC East Asia/Pacific 42 283739 true false true false true true MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. PART I, LINE 2 SUFFOLK UNIVERSITY DOES NOT AWARD GRANTS TO FOREIGN GOVERNMENTS OR FOREIGN ORGANIZATIONS. GRANTS TO FOREIGN INDIVIDUALS ARE IN THE FORM OF SCHOLARSHIPS THAT ARE APPLIED AGAINST TUITION THAT HAS BEEN BILLED. ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS PROVIDING CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE BASED ON FINANCIAL NEED AS DETERMINED BY UNIVERSITY POLICIES. RECORDS OF THE AMOUNT OF THE GRANTS, GRANTEE'S ELIGIBILITY AND SELECTION CRITERIA ARE MAINTAINED BY THE FINANCIAL AID OFFICE. X X X X X X true LANGLEY INNOVATIONS 10962 BLOOMINGDALE DRIVE ROCKVILLE MD 20852 STRATEGY CONSULTING false 0 123748 0 0 123748 0 MA FUNDRAISERS PART I, LINE 2B, COLUMN (III) & (V) LANGLEY INNOVATIONS DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO LANGLEY INNOVATIONS BY SUFFOLK UNIVERSITY, AMOUNTS PAID FOR SERVICES WERE $105,000, AND AMOUNTS PAID FOR REIMBURSEMENT OF EXPENSES WERE $18,748. STATE REGISTRATION PART I, LINE 3 SUFFOLK UNIVERSITY IS A PRIVATE CHARITY FOR HIGHER EDUCATION. NO REGISTRATION IS REQUIRED AS A RESULT OF THE FUNDRAISING ACTIVITIES PERFORMED BY LANGLEY INNOVATIONS. ONLY ALUMNI ARE SOLICITED IN OTHER STATES. THE UNIVERSITY DOES NOT DO MASS MAILINGS TO THE PUBLIC. true BOSTON REDEVELOPMENT AUTHORITY 1 CITY HALL BOSTON MA 02201 046006386 CITY OF BOSTON 25000 CLEAN CORNERS PRGM BOSTON MUNICIPAL RESEARCH BUREAU 333 WASHINGTON STREET BOSTON MA 02108 222673755 501(C)(3) 7000 RESEARCH SUPPORT NEW ENGLAND COUNCIL INC 98 WASHINGTON STREET BOSTON MA 02114 041661090 501(C)(6) 5500 SUPPORT FINANCIAL AID - UNIVERSITY, FEDERAL AND STATE 5135 65242317 MONITOR THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. X true true X X X X X X true true false false false false false false false DAVID J SARGENT 370465 0 0 0 106705 0 22050 0 18680 0 517900 0 0 0 FRANCIS X FLANNERY 298592 0 0 0 0 0 22050 0 10565 0 331207 0 0 0 BARRY BROWN 368204 0 0 0 14394 0 22050 0 22401 0 427049 0 0 0 JANICE GRIFFITH 273827 0 0 0 0 0 22050 0 7369 0 303246 0 0 0 JOHN NUCCI 276684 0 0 0 48760 0 22050 0 0 0 347494 0 0 0 NANCY STOLL 166460 0 0 0 1956 0 14981 0 0 0 183397 0 0 0 MARGUERITE DENNIS 253508 0 0 0 0 0 22050 0 12770 0 288328 0 0 0 CHRISTOPHER MOSHER 228671 0 0 0 0 0 20804 0 16693 0 266168 0 0 0 PAUL LYONS 318519 0 0 0 0 0 0 0 19180 0 337699 0 0 0 KENNETH GREENBERG 311550 0 0 0 1956 0 22050 0 0 0 335556 0 0 0 BERNARD V KEENAN 277489 0 0 0 0 0 23659 0 24101 0 325249 0 0 0 WILLIAM O'NEILL 297585 0 0 0 0 0 22050 0 18680 0 338315 0 0 0 KAREN M BLUM 194565 0 0 0 43649 0 18133 0 14871 0 271218 0 0 0 KI C HAN 138250 0 0 0 80585 0 0 0 16693 0 235528 0 0 0 MARC PERLIN 252873 0 0 0 0 0 23525 0 19880 0 296278 0 0 0 ALASDAIR S ROBERTS 219663 0 0 0 0 0 20527 0 23201 0 263391 0 0 0 MICHAEL F DWYER 154954 0 0 0 34862 0 15213 0 1308 0 206337 0 0 0 CAMILLE NELSON 125000 0 0 0 32958 0 11250 0 7467 0 176675 0 0 0 ROBERT SMITH 218406 0 0 0 0 0 20049 0 14961 0 253416 0 0 0 HEALTH CLUB DUES SCHEDULE J, PART I, LINE 1 HEALTH CLUB DUES ARE PROVIDED TO BARRY BROWN AND WERE REPORTED AS TAXABLE INCOME INCLUDED ON FORM W-2. SEVERANCE PAYMENT PART I, LINE 4A DAVID SARGENT RECEIVED A SEVERANCE PAYMENT OF $96,657. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B DAVID SARGENT PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT CONTRIBUTED TO THIS PLAN DURING CALENDAR YEAR 2010 WAS $159,000. MA HEALTH & EDUCATION FACILITIES - SER 200596 042456011 57586EMVO 2009-11-13 18712831 REFUND SERIES 2005 true false false MA HEALTH & EDUCATION FACILITIES - SER 200597 042456011 57586EMVO 2009-11-13 46079870 REFUND SERIES 2005 true false false MA HEALTH & EDUCATION FACILITIES - SER 200599 042456011 57586EMVO 2009-11-13 13422123 REFUND SERIES 2005 true false false MA HEALTH & EDUCATION FACILITIES - SER 2005NA 042456011 57586EMVO 2009-11-13 22228016 REFUND SERIES 2005 true false false 217955 0 18712831 1488668 0 16597993 207262 0 1820791 0 0 0 2009 true false true true 536710 0 46079870 3665808 0 40985935 503395 0 4585379 0 0 0 2009 true false true true 156333 0 13422123 1067775 0 11841964 147826 0 1434299 0 0 0 2009 true false true true 258898 0 22228016 1768313 0 21880780 245569 0 0 0 0 0 2009 true false true true false true true false true 0.00000 0.00000 0.00000 true false true true false true 0.00000 0.00000 0.00000 true false true true false true 0.00000 0.00000 0.00000 true false true true false true 0.00000 0.00000 0.00000 true false false false false false false false false false false false false false false false false false false false false false false false false CAMILLE NELSON MORTGAGE-RESIDENCE X 977650 977650 false true true 977650 NA N/A 72523 DISC. TUITION 73 TREMONT STREET REALTY LLC R STAHL, TRUSTEE 5820961 RENT - SEE PART V false NELSON MULLINS RILEY SCARBOROUGH W HOGAN, TRUSTEE 121063 LOBBYING false WILLIAM O'NEILL DEAN SBS B O'NEILL, TRUSTEE 338315 EMPLOYMENT COMPENSATION false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS PART IV SUFFOLK UNIVERSITY ENTERED INTO A MASTER LEASE DURING JULY 2004 WITH A TRUSTEE OF THE UNIVERSITY, MRS. ROSALIE K STAHL. THE AGREEMENT WAS MADE TO ASSIST THE UNIVERSITY WITH ITS PLANS FOR FACILITIES EXPANSION IN A VERY CROWDED DOWNTOWN BOSTON LOCATION. THE TRUSTEE PURCHASED AN $85,000,000 OFFICE BUILDING AT 73 TREMONT STREET, BOSTON, MA, THROUGH A SINGLE PURPOSE ENTITY, 73 TREMONT STREET REALTY LLC, IN WHICH THE TRUSTEE IS THE SOLE SHAREHOLDER, THE LLC OBTAINED A $68,000,000 MORTGAGE ON THE PROPERTY. EXISTING LEASES WERE SUBORDINATED TO THE MASTER LEASE. THE MASTER LEASE OBLIGATES THE UNIVERSITY TO PAY TO THE LLC A MONTHLY RENT COMPRISED OF TWO SEPARATE COMPONENTS: THE MORTGAGE PAYMENT AND ONE-TWELFTH OF A FIXED ANNUAL MINIMUM RENT. THE MASTER LEASE IS A TRUE NET LEASE AND OBLIGATES THE UNIVERSITY TO OPERATE AND MAINTAIN THE BUILDING IN ALL RESPECTS. IN EXCHANGE, THE UNIVERSITY IS PERMITTED TO RETAIN ALL RENTS AND OTHER PAYMENTS DUE UNDER THE EXISTING LEASES. THE VALUE OF THE BUILDING WAS ARRIVED AT THROUGH AN INDEPENDENT APPRAISAL. THE TERMS OF THE MORTGAGE WERE NEGOTIATED WITH CITIZENS BANK. ALSO NEGOTIATED AT ARMS LENGTH, VIA LAWYERS FOR EACH PARTY, WAS THE UNIVERSITY'S AGREEMENT TO PAY THE CLOSING AND OTHER RELATED COSTS OF THE LLC. THE LEASE TERM IS FROM 7/19/2004 THROUGH 1/31/2025 WITH FOUR OPTIONS TO RENEW OF FIVE YEARS EACH. TERMS AFTER THE FIRST FIVE YEARS ARE SIMILAR TO THE INITIAL YEARS. DURING THE YEAR, SUFFOLK UNIVERSITY OBTAINED PROFESSIONAL SERVICES FROM NELSON MULLINS RILEY & SCARBOROUGH, LLP IN WHICH WILLIAM T. HOGAN, TRUSTEE OF THE UNIVERSITY, IS AN OWNER/PRINCIPAL. THE AMOUNT PAID TO NELSON MULLINS RILEY & SCARBOROUGH, LLP FOR SERVICES RENDERED WAS $121,063 FOR THE YEAR ENDED JUNE 30, 2011. THE UNIVERSITY SELECTED NELSON MULLINS RILEY & SCARBOROUGH, LLP BECAUSE OF ITS EXPERIENCE WITH EDUCATIONAL ISSUES WITHIN THE COMMONWEALTH OF MASSACHUSETTS AND WASHINGTON, DC. MR. HOGAN WAS NOT INVOLVED IN ANY SERVICES PROVIDED TO SUFFOLK UNIVERSITY. THE UNIVERSITY BELIEVES THAT THE AMOUNTS PAID WERE AT OR BELOW FAIR MARKET VALUE FOR THE SERVICES RECEIVED. DURING THE YEAR, SUFFOLK UNIVERSITY MADE EMPLOYMENT COMPENSATION PAYMENTS TO WILLIAM O'NEILL, A KEY EMPLOYEE. WILLIAM O'NEILL IS THE BROTHER OF BRIAN T O'NEILL, TRUSTEE. X 12 214085 MEAN PRICE 0 false true true USE OF THIRD PARTY TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS PART I, LINE 32B THE UNIVERSITY USES A BROKERAGE ACCOUNT AT DEUTSCHE BANK TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. MISSION STATEMENT PART I AND PART III LINE 1 SUFFOLK UNIVERSITY IS A PRIVATE, COMPREHENSIVE, URBAN UNIVERSITY LOCATED ON HISTORIC BEACON HILL IN BOSTON, WITH THREE OTHER MASSACHUSETTS LOCATIONS AND AN INTERNATIONAL CAMPUS IN MADRID, SPAIN. SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH STRONG EMPHASIS ON DIVERSITY. THE UNIVERSITY IS COMMITTED TO EDUCATING STUDENTS TO BECOME LIFELONG LEARNERS, AS WELL AS PROFESSIONALS WHO LEAD AND SERVE THE COMMUNITIES IN WHICH THEY LIVE AND WORK. THE UNIVERSITY SEEKS TO PREPARE STUDENTS TO LIVE IN A DIVERSE, GLOBAL SOCIETY, APPRECIATING THE RICHNESS OF VARIOUS CULTURES. THE UNIVERSITY ACCOMPLISHES ITS MISSION BY PROVIDING EDUCATIONAL OPPORTUNITIES THROUGH UNDERGRADUATE STUDY, GRADUATE STUDY, AND PROFESSIONAL TRAINING. SUFFOLK UNIVERSITY IS A TEACHING UNIVERSITY, WHERE RESEARCH AND SCHOLARSHIP ARE INTERRELATED WITH THE UNIQUE CHARACTER OF EACH ACADEMIC DISCIPLINE. IT DOES SO BY MEANS OF COURSES THAT PROVIDE THEORETICAL, EXPERIENTIAL, AND PRACTICAL DIMENSIONS. THE UNIVERSITY SUPPORTS AND ENCOURAGES DIVERSITY IN A CHALLENGING, SUPPORTIVE ENVIRONMENT FOR MOTIVATED AND CAPABLE STUDENTS FROM VARIOUS BACKGROUNDS AND CULTURES. PROGRAM SERVICE ACCOMPLISHMENTS PART III LINE 4A FACULTY SCHOLARSHIP SUPPORTS DIVERSIFIED LIBERAL ARTS CONCENTRATIONS AVAILABLE IN THE HUMANITIES, THE NATURAL SCIENCES AND THE SOCIAL SCIENCES, ALONG WITH GRADUATE PROGRAMS IN SEVERAL FIELDS, MOST OFFERING CAREER-RELATED PROFESSIONAL PROGRAM TRACKS AND PRACTICAL EXPERIENCE ON OR OFF CAMPUS. LINE 4C THE LAW SCHOOL'S GOAL IS TO PROVIDE ITS STUDENTS WITH ACCESS TO AN EXCELLENT LEGAL EDUCATION, INSPIRE A COMMITMENT TO JUSTICE, AND PROVIDE ITS GRADUATES THE OPPORTUNITY TO ACHIEVE THEIR CAREER ASPIRATIONS. FAMILY RELATIONSHIPS PART VI, LINE 2 BRIAN T O'NEILL, TRUSTEE, IS THE BROTHER OF WILLIAM O'NEILL, A KEY EMPLOYEE. BARRY BROWN, PROVOST, IS A TRUSTEE OF CERTAIN BUSINESS INTERESTS OF ROSALIE STAHL. TRUSTEES JOHN A BRENNAN AND LEO J CORCORAN HAVE A BUSINESS RELATIONSHIP. FORM 990 REVIEW PROCESS PART VI, LINE 11A THE CONTROLLER OF SUFFOLK UNIVERSITY IS RESPONSIBLE FOR DRAFTING FORM 990. THE COMPLETED DRAFT FORM 990 IS SUBMITTED FOR REVIEW TO THE UNIVERSITY'S TAX ADVISOR. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM AS APPROPRIATE. AFTER THE AUDIT COMMITTEE REVIEW, ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE UNIVERSITY IS AUTHORIZED TO FILE THE FORM 990. CONFLICT OF INTEREST POLICY PART VI, LINE 12C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OBTAINING A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM ALL BOARD MEMBERS, OFFICERS OF THE UNIVERSITY, AND ALL EMPLOYEES OF THE UNIVERSITY HOLDING CERTAIN POSITIONS AS DETERMINED BY THE FINANCE COMMITTEE, REFERRED TO AS COVERED PERSONS. THE DISCLOSURE STATEMENT IS TO BE COMPLETED UPON FIRST ACCEDING TO THE OFFICE POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN JULY OF EACH YEAR. THE FINANCE COMMITTEE PROVIDES THE BOARD WITH A SUMMARY REPORT OF ANY CONFLICT OF INTEREST AT LEAST ANNUALLY, AND MORE FREQUENTLY AS APPROPRIATE. THE FINANCE COMMITTEE MAY INVITE THE COVERED PERSON TO MAKE A PRESENTATION AT A MEETING TO DISCUSS THE TRANSACTION. THE FINANCE COMMITTEE WILL THEN DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE, AND THEREFORE WHETHER THE UNIVERSITY MAY OR MAY NOT ENTER INTO THE TRANSACTION. COMPENSATION SETTING PROCESS PART VI, LINE 15A FORMER PRESIDENT DAVID SARGENT FOR THE COMPENSATION OF THE FORMER PRESIDENT, A SPECIAL PRESIDENTIAL COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WAS FORMED. THE COMMITTEE HAD THE RESPONSIBILITY FOR HIRING AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE APPROVED A CONTRACT FOR A PERIOD OF SEVERAL YEARS PREPARED BY THE RETAINED INDEPENDENT FIRM. THE CONTRACT INCLUDED ANNUAL SALARY ADJUSTMENTS AND PERFORMANCE AWARDS. THE BOARD OF TRUSTEES VOTED ON AND APPROVED THE CONTRACT. THE CHAIR OF THE BOARD OF TRUSTEES REVIEWED THE PERFORMANCE OF THE FORMER PRESIDENT AND REPORTED THE FINDINGS TO THE BOARD. ACTING PRESIDENT BARRY BROWN FOR THE COMPENSATION OF THE ACTING PRESIDENT, THE BOARD OF TRUSTEES HAD RESPONSIBILITY FOR HIRING AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE APPROVED AN AT-WILL CONTRACT FOR, IN ANY EVENT, NO LONGER THAN 2 YEARS, WHICH WAS PREPARED BY THE UNIVERSITY'S OUTSIDE COUNSEL. THE CONTRACT INCLUDED A SET STIPEND-SALARY FOR SERVICE AS ACTING PRESIDENT. THERE WERE NO PERFORMANCE AWARDS OR BONUSES. THE BOARD OF TRUSTEES VOTED ON AND APPROVED THE CONTRACT. THE ACTING PRESIDENT REPORTED TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD. THE COMPENSATION OF ALL OTHER OFFICERS, AS WELL AS KEY EMPLOYEES, IS ESTABLISHED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. THE BUDGET OFFICE OBTAINS RECOMMENDATIONS FROM THE HUMAN RESOURCES OFFICE AS TO SALARY ADJUSTMENTS BASED ON THEIR STUDIES OF OTHER SIMILAR SIZE, OR OTHERWISE COMPARABLE, UNIVERSITY PERSONNEL SALARIES. TYPICALLY OFFICERS AND KEY EMPLOYEES RECEIVE A FLAT PERCENTAGE INCREASE THAT IS THE SAME FOR ALL. THE BOARD OF TRUSTEES APPROVES THE FINAL BUDGET. PUBLIC DISCLOSURE PART VI, LINE 19 ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE RECEIVED BY THE PRESIDENT AND/OR VICE PRESIDENT'S OFFICES AND ARE TURNED OVER TO THE TREASURER'S OFFICE FOR IMMEDIATE RESPONSE. TAX RETURNS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S AND GUIDESTAR'S WEBSITES. OTHER CHANGES IN NET ASSETS PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS 28,552,798 POST - RETIREMENT OBLIGATION (132,140) ----------- TOTAL 28,420,658 SUFFOLK UNIVERSITY MADRID CAMPUS SL CALLE VINA 3 MADRID SP 28003 999999999 HIGHER EDUCATION SP NA C CORP 3971717 802106 1.00000 THE EDWARD & SYDELL MASTERMAN 2007 CRUT ONE INTERNATIONAL PLACE BOSTON MA 02110 046712711 INVESTING MA NA TRUST 0 1032000 1.00000 false true false false false false false false false false false true false false false false false false SUFFOLK UNIVERSITY MADRID CAMPUS SL L 3552508