Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
TRUSTEES OF TUFTS COLLEGE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
169 HOLLAND STREET ATTN TAX DEPT
 
Room/suite
City or town, state or country, and ZIP + 4
SOMERVILLE, MA02144
D Employer identification number

04-2103634
E Telephone number

G Gross receipts $ 1,542,647,020
F Name and address of principal officer:
ANTHONY MONACO
169 HOLLAND STREET ATTN TAX DEPT
SOMERVILLE,MA02144
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.TUFTS.EDU
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1852
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EDUCATION AND RESEARCH
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 42
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 41
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 11,152
6 Total number of volunteers (estimate if necessary) .... 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a -1,752,705
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -3,439,344
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 215,068,050 236,685,651
9 Program service revenue (Part VIII, line 2g) ......... 508,218,121 527,263,363
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 39,119,483 85,228,964
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,413,519 2,530,559
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 767,819,173 851,708,537
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 107,634,080 105,752,923
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 391,787,722 400,734,000
16a Professional fundraising fees (Part IX, column (A), line 11e).... 1,156,297 1,252,054
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet18,568,621    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 248,270,425 260,233,072
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 748,848,524 767,972,049
19 Revenue less expenses. Subtract line 18 from line 12...... 18,970,649 83,736,488
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 2,455,510,314 2,718,084,090
21 Total liabilities (Part X, line 26)............ 667,733,763 668,645,597
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 1,787,776,551 2,049,438,493
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
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EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 389,239,356 including grants of $ 90,797,645 ) (Revenue $ 390,737,031 )
INSTRUCTION - DURING THE 2010-2011 ACADEMIC YEAR, THE FOLLOWING DEGREES WERE CONFERRED: 1,463 UNDERGRADUATE, 1,218 GRADUATE AND 458 PROFESSIONAL.
4b (Code:   ) (Expenses $ 249,251,000 including grants of $ 14,955,278 ) (Revenue $ 90,919,278 )
RESEARCH - THERE WERE 1,476 GOVERNMENT AND 614 NON-GOVERNMENT GRANTS ACTIVE IN FISCAL YEAR 2011. 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.
4c (Code:   ) (Expenses $ 48,992,295 including grants of $ 0 ) (Revenue $ 45,607,054 )
AUXILLIARY ENTERPRISES - ACTIVITIES PRIMARILY CONSIST OF SERVICES FOR STUDENTS, INCLUDING STUDENT HOUSING, DINING SERVICES AND HEALTH SERVICES. DURING THE 2010 TAX YEAR THERE WERE 42 RESIDENCE HALLS HOUSING 3,536 STUDENTS. APPROXIMATELY 4,333 MEAL PLANS WERE SOLD TO STUDENTS EACH SEMESTER.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 687,482,651
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
2,185
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
11,152
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK , FR , GM , SP , GH , CI , HK
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
Yes
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
1
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
42
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
41
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
THOMAS MCGURTY VP FINANCE & CFO
169 HOLLAND STREETROOM 318
SOMERVILLE,MA02144
(617) 627-3264
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) LAWRENCE S BACOW
PRESIDENT
40.00 X   X       687,833 0 105,832
(2) THOMAS M ALPERIN
TRUSTEE
3.00 X           0 0 0
(3) ROBERT R BENDETSON
TRUSTEE
3.00 X           0 0 0
(4) ALISON BREED
TRUSTEE
3.00 X           0 0 0
(5) A DANA CALLOW JR
TRUSTEE
3.00 X           0 0 0
(6) JEANNIE H DIEFENDERFER
TRUSTEE
3.00 X           0 0 0
(7) DANIEL J DOHERTY III
TRUSTEE
3.00 X           0 0 0
(8) PETER R DOLAN
TRUSTEE - VICE CHAIRMAN
3.00 X   X       0 0 0
(9) FARES I FARES
TRUSTEE
3.00 X           0 0 0
(10) LAURIE A GABRIEL
TRUSTEE
3.00 X           0 0 0
(11) STEVEN M GALBRAITH
TRUSTEE
3.00 X           0 0 0
(12) STEVEN A GOLDSTEIN
TRUSTEE
3.00 X           0 0 0
(13) JOANNE S GOWA
TRUSTEE
3.00 X           0 0 0
(14) VARNEY J HINTLIAN
TRUSTEE
3.00 X           0 0 0
(15) DEBORAH R JOSPIN
TRUSTEE
3.00 X           0 0 0
(16) BRIAN H KAVOOGIAN
TRUSTEE
3.00 X           0 0 0
(17) JEFFREY B KINDLER
TRUSTEE
3.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DEBRA S KNEZ
TRUSTEE
3.00 X           0 0 0
(19) DANIEL A KRAFT
TRUSTEE
3.00 X           0 0 0
(20) ELLEN J KULLMAN
TRUSTEE
3.00 X           0 0 0
(21) ANDREW LIVERIS
TRUSTEE
3.00 X           0 0 0
(22) KATHLEEN A MCCARTNEY
TRUSTEE
3.00 X           0 0 0
(23) SETH I MERRIN
TRUSTEE
3.00 X           0 0 0
(24) IOANNIS MIAOULIS
TRUSTEE
3.00 X           0 0 0
(25) KATHLEEN O'LOUGHLIN
TRUSTEE
3.00 X           0 0 0
(26) WILLIAM R O'REILLY JR
TRUSTEE - VICE CHAIRMAN
3.00 X   X       0 0 0
(27) PIERRE M OMIDYAR
TRUSTEE
3.00 X           0 0 0
(28) KAREN M PRITZKER
TRUSTEE
3.00 X           0 0 0
(29) DAVID RONE
TRUSTEE
3.00 X           0 0 0
(30) HUGH R ROOME III
TRUSTEE
3.00 X           0 0 0
(31) ANDREW SAFRAN
TRUSTEE
3.00 X           0 0 0
(32) JANICE SAVIN-WILLIAMS
TRUSTEE
3.00 X           0 0 0
(33) NEAL B SHAPIRO
TRUSTEE
3.00 X           0 0 0
(34) EDWARD M SWAN JR
TRUSTEE
3.00 X           0 0 0
(35) JAMES A STERN
TRUSTEE - CHAIRMAN OF BOARD
3.00 X   X       0 0 0
(36) TINA SURH
TRUSTEE
3.00 X           0 0 0
(37) ALFRED I TAUBER
TRUSTEE
3.00 X           0 0 0
(38) JONATHAN M TISCH
TRUSTEE
3.00 X           0 0 0
(39) TERI COLEMAN VOLPERT
TRUSTEE
3.00 X           0 0 0
(40) GLORIA WHITE-HAMMOND
TRUSTEE
3.00 X           0 0 0
(41) THOMAS F WINKLER III
TRUSTEE
3.00 X           0 0 0
(42) JAMES J WONG
TRUSTEE
3.00 X           0 0 0
(43) JAMSHED BHARUCHA
PROVOST & SR. VP
40.00     X       449,047 0 64,660
(44) PATRICIA LCAMPBELL
EXECUTIVE VP
40.00     X       393,528 0 56,765
(45) KATHLEEN CRONIN
VP HUMAN RESOURCES
40.00     X       192,277 0 48,083
(46) MARY R JEKA
VP, UNIVERSITY RELATIONS
40.00     X       292,329 0 45,672
(47) DAVID J KAHLE
VP & CHIEF INFORMATION OFF
40.00     X       267,219 0 58,648
(48) DARLEEN PATRICIA KARP
ASSOCIATE TREASURER
40.00     X       155,852 0 27,240
(49) BRIAN K LEE
VP UNIV. ADVANCEMENT
40.00     X       328,889 0 107,929
(50) THOMAS S MCGURTY
VP FINANCE & TREASURER
40.00     X       306,428 0 58,815
(51) MICHAEL A BAENEN
CHIEF OF STAFF
40.00     X       138,406 0 22,246
(52) PAUL J TRINGALE
CORPORATE SECRETARY
40.00     X       113,327 0 20,998
(53) RICHARD REYNOLDS
VP OPERATIONS
40.00     X       224,250 0 28,298
(54) LINDA M ABRIOLA
DEAN ENGINEERING
40.00       X     273,115 0 32,751
(55) JOANNE BERGER-SWEENEY
DEAN ARTS & SCIENCES
40.00       X     102,063 0 21,463
(56) HARRIS BERMAN
DEAN MEDICAL SCHOOL
40.00       X     369,062 0 45,940
(57) DEBORAH T KOCHEVAR
DEAN CUMMINGS SCHOOL
40.00       X     225,153 0 46,014
(58) LONNIE NORRIS
DEAN DENTAL SCHOOL
40.00       X     329,660 0 46,851
(59) NAOMI ROSENBERG
DEAN SACKLER SCHOOL
40.00       X     224,139 0 44,714
(60) STEPHEN W BOSWORTH
DEAN FLETCHER SCHOOL
40.00         X   285,471 0 32,771
(61) SALLY DUNGAN
CHIEF INVESTMENT OFFICER
40.00         X   503,412 0 53,942
(62) NAUSHIRWAN R MEHTA
PROFESSOR & CHAIR
40.00         X   375,519 0 45,652
(63) RENEE R NADLER
DIRECTOR OF INVESTMENTS
40.00         X   334,297 0 48,148
(64) MARIA PAPAGEORGE
PROFESSOR & CHAIR
40.00         X   498,261 0 84,686
(65) JOHN M ROBERTO
(FORMER) VP OPERATIONS
40.00           X 116,337 0 3,695
(66) ROBERT STERNBERG
(FORMER) DEAN ARTS & SCIENCES
40.00           X 214,244 0 33,458
(67) KALPAKAM A SHASTRI
(FORMER) ASSISTANT PROFESSOR
40.00           X 184,656 0 7,094
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,482,711 0 1,170,902
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet715
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
ABM JANITORIAL SERVICES-NORTHEAST INC
PO BOX 1534
NEW YORK,NY10008
CLEANING 9,346,011
BARR & BARR INC
260 COCHITUATE ROAD
FRAMINGHAM,MA01701
CONSTRUCTION 7,888,455
COLUMBIA CONSTRUCTION CO
100 RIVERPARK DRIVE
NORTH READING,MA01864
CONSTRUCTION 2,782,008
SHAWMUT DESIGN & CONSTRUCTION
560 HARRISON AVENUE
BOSTON,MA02118
CONSTRUCTION 2,336,343
LR CONSTRUCTION INC
162 HOWARD STREET
FRAMINGHAM,MA01702
CONSTRUCTION 2,088,427
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet113
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 143,286,923
f All other contributions, gifts, grants, and
similar amounts not included above
1f
93,398,728
g Noncash contributions included in lines 1a-1f:$ 8,009,380
h Total. Add lines 1a-1f.......MediumBullet 236,685,651
 Program Service Revenue Business Code
2a INSTRUCTION 900,099 390,737,031 390,737,031    
b CLINICAL AND OTHER EDU 541,900 90,919,278 89,250,133 1,669,145  
c AUXILLIARY ENTERPRISES 900,099 45,607,054 45,603,532 3,522  
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 527,263,363
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 17,075,404     17,075,404
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet 1,677,081     1,677,081
(i) Real (ii) Personal
6a Gross Rents 2,368,895  
b Less: rental expenses 1,515,417  
c Rental income or (loss) 853,478  
d Net rental income or (loss).......MediumBullet 853,478     853,478
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 757,576,626  
b Less: cost or other basis and sales expenses 689,423,066  
c Gain or (loss) 68,153,560  
d Net gain or (loss)..........MediumBullet 68,153,560   -3,425,372 71,578,932
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 851,708,537 525,590,696 -1,752,705 91,184,895
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 13,531,461 13,531,461
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 89,809,283 89,809,283
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 2,412,179 2,412,179
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,265,910 1,899,418 3,440,381 926,111
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 323,577,705 281,291,876 32,425,560 9,860,269
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 23,498,405 19,938,804 2,782,095 777,506
9 Other employee benefits ....... 27,743,160 25,379,866 995,418 1,367,876
10 Payroll taxes ........... 19,648,820 16,459,638 2,509,550 679,632
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,668,515 2,858,723 801,297 8,495
c Accounting ........... 365,318   365,318  
d Lobbying ........... 328,735   328,735  
e Professional fundraising. See Part IV, line 17.. 1,252,054 1,252,054
f Investment management fees ...... 809,424   809,424  
g Other .......... 44,641,611 40,715,396 3,875,644 50,571
12 Advertising and promotion .... 32,732     32,732
13 Office expenses ....... 63,736,087 53,174,720 8,539,134 2,022,233
14 Information technology ...... 7,199,234 4,963,879 2,102,201 133,154
15 Royalties .. 690,042 690,042    
16 Occupancy ........... 38,050,766 37,215,273 687,225 148,268
17 Travel ............ 11,268,041 10,216,502 593,871 457,668
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 4,015,698 2,927,952 621,163 466,583
20 Interest ........... 16,734,179 16,366,741 302,232 65,206
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 39,140,164 38,280,751 706,900 152,513
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a BOOKS 9,062,856 8,877,450 23,444 161,962
b EQUIPMENT PURCHASES 6,815,414 6,815,414    
c SUBSIDIARY EXPENSE-TVET 6,596,382 6,596,382    
d GOODS AND SERVICES 5,535,224 5,529,626 810 4,788
e HONORARIA PAYMENTS 1,542,650 1,531,275 10,375 1,000
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 767,972,049 687,482,651 61,920,777 18,568,621
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 111,849,903 2 59,457,952
3 Pledges and grants receivable, net ......... 73,331,863 3 71,350,399
4 Accounts receivable, net ......... 16,839,627 4 18,229,444
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 62,068,183 7 60,765,181
8 Inventories for sale or use .............. 383,951 8 433,473
9 Prepaid expenses and deferred charges ............ 4,625,779 9 4,631,384
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,202,249,605
b Less: accumulated depreciation. ..... 10b 502,165,291 680,663,826 10c 700,084,314
11 Investments—publicly traded securities .......... 219,537,282 11 249,528,448
12 Investments—other securities. See Part IV, line 11 ...... 1,144,606,818 12 1,405,401,328
13 Investments—program-related. See Part IV, line 11 .. 22,684,435 13 24,137,372
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 118,918,647 15 124,064,795
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,455,510,314 16 2,718,084,090
Liabilities 17 Accounts payable and accrued expenses . 113,955,904 17 135,505,244
18 Grants payable ..........   18  
19 Deferred revenue .......... 63,110,171 19 64,297,994
20 Tax-exempt bond liabilities .......... 410,868,270 20 400,404,600
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 1,415,601 21 1,831,174
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 78,383,817 25 66,606,585
26 Total liabilities. Add lines 17 through 25..... 667,733,763 26 668,645,597
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 920,486,643 27 1,089,468,279
28 Temporarily restricted net assets ..... 376,413,432 28 442,352,522
29 Permanently restricted net assets ..... 490,876,476 29 517,617,692
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 1,787,776,551 33 2,049,438,493
34 Total liabilities and net assets/fund balances ..... 2,455,510,314 34 2,718,084,090
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
851,708,537
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
767,972,049
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
83,736,488
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
1,787,776,551
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
177,925,454
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
2,049,438,493
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check Click to see attachment
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 328,735 328,735
c Total lobbying expenditures (add lines 1a and 1b) ................... 328,735 328,735
d Other exempt purpose expenditures ........................ 749,074,693 784,715,736
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 749,403,428 785,044,471
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000 1,000,000
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
        6,000,000
             
c Total lobbying expenditures 401,557 329,730 345,173 328,735 1,405,195
             
d Grassroots non-taxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
        1,500,000
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 1,070,263
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 7,430,636
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 1,252,970,860 1,142,107,003 1,492,298,121
b Contributions ........ 24,333,842 18,523,742 15,551,217
c Investment earnings or losses ... 227,385,906 134,334,800 -326,872,018
d Grants or scholarships ..... 15,794,246 7,965,044 9,676,147
e Other expenditures for facilities
and programs ........
39,266,184 31,027,541 26,139,694
f Administrative expenses .... 3,949,926 3,002,100 3,054,476
g End of year balance ...... 1,445,680,252 1,252,970,860 1,142,107,003
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet40.300 %
b
Permanent endowment: SchDMd Bullet34.400 %
c
Term endowment: SchDMd Bullet25.300 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   40,223,086 40,223,086
b Buildings ................   1,012,219,320 407,836,701 604,382,619
c Leasehold improvements ............        
d Equipment ................   149,807,199 94,328,590 55,478,609
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 700,084,314
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 597,293,919 F
(2)Closely-held equity interests    
(3)Other
(A) PRIVATE EQUITIES
225,275,258 F

(B) REAL ESTATE
146,087,838 F

(C) COMMON TRUST EQUITY INDEX FUNDS
363,922,216 F

(D) FUNDS HELD UNDER BOND AGREEMENTS
1,494,526 F

(E) NATURAL RESOURCES
56,954,431 F

(F) OTHER INVESTMENTS
14,373,140 F



Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 1,405,401,328
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
GOVERNMENT ADVANCES 27,270,524
INTEREST RATE AGREEMENTS 39,336,061







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 66,606,585
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 851,708,537
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 767,972,049
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 83,736,488
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 177,925,454
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 177,925,454
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 261,661,942
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 945,111,299
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 167,213,636
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d -75,326,291
e Add lines 2a through 2d ..................... 2e 91,887,345
3 Subtract line 2e from line 1..................... 3 853,223,954
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b -1,515,417
c Add lines 4a and 4b....................... 4c -1,515,417
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 851,708,537
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 683,449,357
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 17,683,304
e Add lines 2a through 2d...................... 2e 17,683,304
3 Subtract line 2e from line 1..................... 3 665,766,053
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 102,205,996
c Add lines 4a and 4b....................... 4c 102,205,996
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 767,972,049
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
  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.
  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.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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.
PART XII, LINE 2D - OTHER ADJUSTMENTS:   CONSOLIDATED ENTITIES REVENUES 6,115,895. CUMULATIVE EFFECT OF ACCOUNTING CHANGE SFAS 158 781,000. CHANGE IN SPLIT INTEREST AGREEMENT 2,193,868. INTER-DEPARTMENTAL REQUISITION REVENUE 5,043,834. TUITION DISCOUNT -102,205,996. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS 11,725,685. NON OPERATING REVENUE NETTED WITH ADMINISTRATIVE EXPENSE 1,019,423.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   RENTAL EXPENSE NETTED WITH RENTAL INCOME -1,515,417.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   RENTAL EXPENSE NETTED WITH RENTAL INCOME 1,515,417. INTERDEPARTMENTAL REQUISITION REVENUE 5,043,834. CONSOLIDATED ENTITIES EXPENSES 10,667,015. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC -562,385. NON OPERATING REVENUE NETTED WITH ADMINISTRATIVE EXPENSE 1,019,423.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:   TUITION DISCOUNT 102,205,996.
    PART XI - XIII, THE TRUSTEES OF TUFTS COLLEGE FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,
or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ............
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2010
Schedule E (Form 990 or 990EZ) 2010
Page 2
Part II
Supplemental Information
Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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."
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 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.
Schedule E (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
EUROPE (INCLUDING ICELAND & GREENLAND) 5 7 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 0
EAST ASIA AND THE PACIFIC 3 2 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 0
SOUTH AMERICA 1 1 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 0
SUB-SAHARAN AFRICA 1 0 PROGRAM SERVICES STUDY-ABROAD EDUCATION PROGRAM 0
EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES RESEARCH 0
EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM SERVICES RESEARCH 0
SUB-SAHARAN AFRICA 0 13 PROGRAM SERVICES RESEARCH 0
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT-MAKING   0
EAST ASIA AND THE PACIFIC 0 0 GRANT-MAKING   0
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT-MAKING   0
MIDDLE EAST AND NORTH AFRICA 0 0 GRANT-MAKING   0
NORTH AMERICA 0 0 GRANT-MAKING   0
RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 GRANT-MAKING   0
SOUTH AMERICA 0 0 GRANT-MAKING   0
SOUTH ASIA 0 0 GRANT-MAKING   0
SUB-SAHARAN AFRICA 0 0 GRANT-MAKING   0
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   506,820,000
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   90,048,000
NORTH AMERICA 0 0 INVESTMENTS   8,906,000
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   453,000
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR MISSION RELATED ACTIVITIES 0
CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING   0
EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING   0
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING   0
MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING   0
NORTH AMERICA 0 0 FUNDRAISING   0
RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 FUNDRAISING   0
SOUTH AMERICA 0 0 FUNDRAISING   0
SOUTH ASIA 0 0 FUNDRAISING   0
3a Sub-total ..... 10 31 0
b Total from continuation sheets to Part I ... 0 0 606,227,000
c Totals (add lines 3a and 3b) 10 31 606,227,000
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 22,750 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 139,912 WIRE TRANSFER      
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 114,720 WIRE TRANSFER      
SOUTH ASIA SUBCONTRACT RESEARCH GRANT 65,677 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 13,758 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 22,995 WIRE TRANSFER      
NORTH AMERICA SUBCONTRACT RESEARCH GRANT 13,275 CHECK      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 88,749 CHECK      
SOUTH ASIA SUBCONTRACT RESEARCH GRANT 97,867 WIRE TRANSFER      
SOUTH ASIA SUBCONTRACT RESEARCH GRANT 15,382 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 29,598 CHECK      
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 10,980 WIRE TRANSFER      
SOUTH AMERICA SUBCONTRACT RESEARCH GRANT 14,660 CHECK      
EAST ASIA AND THE PACIFIC SUBCONTRACT RESEARCH GRANT 93,779 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 83,571 CHECK      
SOUTH ASIA SUBCONTRACT RESEARCH GRANT 74,400 WIRE TRANSFER      
CENTRAL AMERICA AND THE CARIBBEAN SUBCONTRACT RESEARCH GRANT 14,671 WIRE TRANSFER      
SOUTH AMERICA SUBCONTRACT RESEARCH GRANT 21,609 CHECK      
SOUTH AMERICA SUBCONTRACT RESEARCH GRANT 20,124 WIRE TRANSFER      
NORTH AMERICA SUBCONTRACT RESEARCH GRANT 19,249 CHECK      
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 56,462 WIRE TRANSFER      
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 183,585 WIRE TRANSFER      
SUB-SAHARAN AFRICA SUBCONTRACT RESEARCH GRANT 10,000 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 66,229 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACT RESEARCH GRANT 16,605 WIRE TRANSFER      
CENTRAL AMERICA AND THE CARIBBEAN SUBCONTRACT RESEARCH GRANT 100,434 WIRE TRANSFER      
CENTRAL AMERICA AND THE CARIBBEAN SUBCONTRACT RESEARCH GRANT 12,775 WIRE TRANSFER      
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
27
3
Enter total number of other organizations or entities ........................MediumBullet
0
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
FELLOWSHIPS EAST ASIA AND THE PACIFIC 1 10,000 CHECK      
FELLOWSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 2 3,500 CHECK      
FELLOWSHIPS MIDDLE EAST AND NORTH AFRICA 3 11,388 CHECK      
FELLOWSHIPS SUB-SAHARAN AFRICA 1 1,429 WIRE TRANSFER      
SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 2 18,190 CHECK      
SCHOLARSHIPS EAST ASIA AND THE PACIFIC 14 49,963 CHECK      
SCHOLARSHIPS EAST ASIA AND THE PACIFIC 1 1,500 WIRE TRANSFER      
SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 10 65,176 CHECK      
SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 1 1,549 CHECK      
SCHOLARSHIPS NORTH AMERICA 2 900 CHECK      
SCHOLARSHIPS RUSSIA & THE NEWLY INDEPENDENT STATES 1 16,744 CHECK      
SCHOLARSHIPS SOUTH AMERICA 1 1,628 CHECK      
SCHOLARSHIPS SOUTH ASIA 14 143,662 CHECK      
SCHOLARSHIPS SOUTH ASIA 3 4,651 WIRE TRANSFER      
SCHOLARSHIPS SUB-SAHARAN AFRICA 11 162,733 CHECK      
SCHOLARSHIPS SUB-SAHARAN AFRICA 1 1,163 WIRE TRANSFER      
STUDENT PRIZES CENTRAL AMERICA AND THE CARIBBEAN 1 2,492 CHECK      
STUDENT PRIZES EAST ASIA AND THE PACIFIC 3 2,186 CHECK      
STUDENT PRIZES EUROPE (INCLUDING ICELAND & GREENLAND) 2 5,199 CHECK      
STUDENT PRIZES MIDDLE EAST AND NORTH AFRICA 1 1,287 CHECK      
STUDENT PRIZES RUSSIA & THE NEWLY INDEPENDENT STATES 1 1,243 CHECK      
STUDENT PRIZES SOUTH ASIA 3 7,643 CHECK      
STUDENT STIPENDS MIDDLE EAST AND NORTH AFRICA 1 7,500 CHECK      
SUBCONTRACT RESEARCH GRANT SOUTH AMERICA 1 3,614 WIRE TRANSFER      
INTERNATIONAL PROJECT ADVANCES EUROPE (INCLUDING ICELAND & GREENLAND) 2 4,485 WIRE TRANSFER      
INTERNATIONAL PROJECT ADVANCES MIDDLE EAST AND NORTH AFRICA 1 3,140 CHECK      
INTERNATIONAL PROJECT ADVANCES SOUTH ASIA 1 11,845 WIRE TRANSFER      
INTERNATIONAL PROJECT ADVANCES SUB-SAHARAN AFRICA 12 443,553 WIRE TRANSFER      
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:   SCHEDULE F, PART I, LINE 2: PROCEDURES FOR MONITORING GRANT FUNDS 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.
OTHER INFORMATION SCHEDULE F, PART V SCHEDULE F, PART I, LINE 3: FOREIGN EXPENDITURES THE COLLEGE DOES NOT CURRENTLY TRACK FOREIGN EXPENDITURES FOR EACH PROGRAM SEPARATELY. THEREFORE, PURSUANT TO IRS GUIDANCE, DISCLOSURE OF FOREIGN EXPENDITURES IS NOT REQUIRED IN THE CURRENT YEAR.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
RUFFALO CODY
65 KIRKWOOD NRD
 
CEDAR RAPIDS, IA52404
TELEFUND VENDOR   No 615,439 437,512 177,927
 
NEPTUNE WEB
48 GROVE ST
 
SOMERVILLE, MA02144
ONLINE WEBSITE DEVELOPER   No 0 36,312 -36,312
 
KASPICK & COMPANY LLC
ONE BEACON ST
 
BOSTON, MA02108
PLANNED GIVING MANAGEMENT   No 0 27,056 -27,056
 
MARTS & LUNDYINC
1200 WALL ST
 
LYNDHURST, NJ07071
STRATEGY CONSULTING   No 0 32,759 -32,759
 
BP PRODUCTIONS
3 CRANBERRY LN
 
HOPKINTON, MA01748
VIDEO PRODUCTION   No 0 56,667 -56,667
 
ISITE DESIGN
1 BROADWAY
 
CAMBRIDGE, MA02142
WEB DEVELOPMENT   No 0 31,200 -31,200
 
LOS LLC
153 REGENT ST
 
SARATOGA SPRINGS, NY12866
STRATEGY CONSULTING   No 0 21,269 -21,269
 
NCM INC
100 E PENN AVE
 
BALTIMORE, MD21286
MARKETING   No 0 39,550 -39,550
 
NIMBLE
121 THORNDIKE ST
 
BROOKLINE, MA02446
WEB DEVELOPMENT   No 0 12,175 -12,175
 
BS DESIGN
750 NARRAGANSETT PKY
 
WARWICK, RI02888
MARKETING   No 0 24,103 -24,103
Total .................right arrow 615,439 718,603 -103,164
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AK, CO, DC, FL, MD, MA, NH, OH, OK, WA, CA, AZ
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other Events

 
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Charitable
contributions . . .
       
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number
04-2103634
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ABSOLUTE SCIENCE INCPO BOX 382366
CAMBRIDGE,MA02238
04-3508411 501 (C ) (3) 36,800       SUBCONTRACT GRANT AWARD
(2) AMERICAS PROMISE THE ALLIANCE FOR YOUTH110 VERMONT AVE NW STE 900
WASHINGTON,DC20005
54-1848713 501 (C ) (3) 18,472       SUBCONTRACT GRANT AWARD
(3) BATTELLEDEPT L998
COLUMBUS,OH43260
31-4379427 501 (C ) (3) 26,065       SUBCONTRACT GRANT AWARD
(4) BAYSTATE MEDICAL CENTERPO BOX 1369
SPRINGFIELD,MA01101
04-2790311 501 (C ) (3) 173,158       SUBCONTRACT GRANT AWARD
(5) BETH ISRAEL DEACONESS MEDICAL CENTER330 BROOKLINE AVE RM 262
BOSTON,MA02215
04-2103881 501 (C ) (3) 30,579       SUBCONTRACT GRANT AWARD
(6) BOSTON CHINATOWN NEIGHBORHOOD CENTER885 WASHINGTON ST
BOSTON,MA02111
23-7209691 501 (C ) (3) 6,671       SUBCONTRACT GRANT AWARD
(7) TRUSTEES OF BOSTON COLLEGE140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467
04-2103545 501 (C ) (3) 81,510       SUBCONTRACT GRANT AWARD
(8) BOSTON MEDICAL CENTERGAMBRO BLDG 2ND FL660 HARRISON AVE
BOSTON,MA02118
04-3314093 501 (C ) (3) 830,524       SUBCONTRACT GRANT AWARD
(9) BOSTON UNIVERSITY25 BUICK ST 2ND FL
BOSTON,MA021151301
04-2103547 501 (C ) (3) 1,548,901       SUBCONTRACT GRANT AWARD
(10) BRAZILIAN WOMEN'S GROUP569 CAMBRIDGE ST
ALLSTON,MA02134
04-3549382 501 (C ) (3) 12,750       SUBCONTRACT GRANT AWARD
(11) BRIGHAM & WOMEN'S HOSPITALPO BOX 3887
BOSTON,MA02241
04-2312909 501 (C ) (3) 203,473       SUBCONTRACT GRANT AWARD
(12) BROOKHAVEN NATIONAL LABORATORYPO BOX 5000
UPTON,NY11973
11-6003330 501 (C ) (3) 15,309       SUBCONTRACT GRANT AWARD
(13) BROWN UNIVERSITYBOX 1911
PROVIDENCE,RI02912
05-0258809 501 (C ) (3) 20,896       SUBCONTRACT GRANT AWARD
(14) BUNKER HILL COMMUNITY COLLEGE250 NEW RUTHERFORD AVE
BOSTON,MA021292925
04-6002284 501 (C ) (3) 8,811       SUBCONTRACT GRANT AWARD
(15) CHILDREN'S HOSPITAL BOSTONPO BOX 414413
BOSTON,MA022414413
43-1987409 501 (C ) (3) 54,460       SUBCONTRACT GRANT AWARD
(16) TRUSTEES OF COLUMBIA UNIVERSITYPO BOX 29789
NEW YORK,NY10087
13-5598093 501 (C ) (3) 733,701       SUBCONTRACT GRANT AWARD
(17) COMMUNITY ACTION AGENCY OF SOMERVILLE66-70 UNION SQ 104
SOMERVILLE,MA02143
04-2740838 501 (C ) (3) 14,357       SUBCONTRACT GRANT AWARD
(18) CTR FOR COMM HEALTH EDUC RES AND SERVICE716 COLUMBUS AVE STE 398
BOSTON,MA02120
04-3286409 501 (C ) (3) 91,017       SUBCONTRACT GRANT AWARD
(19) DARTMOUTH COLLEGE11 ROPE FERRY RD 6210
HANOVER,NH037551404
02-0222111 501 (C ) (3) 254,464       SUBCONTRACT GRANT AWARD
(20) DEVELOPMENT ALTERNATIVES INC7600 WISCONSIN AVE STE 200
BETHESDA,MD20814
52-0904808 501 (C ) (3) 8,240       SUBCONTRACT GRANT AWARD
(21) DUKE UNIVERSITY2200 W MAIN ST SUITE 300
DURHAM,NC27705
56-0532129 501 (C ) (3) 75,612       SUBCONTRACT GRANT AWARD
(22) FLORIDA HOSPITAL2566 LEE RD
WINTER PARK,FL32789
59-3069793 501 (C ) (3) 79,201       SUBCONTRACT GRANT AWARD
(23) GEORGIA TECH RESEARCH CORPPO BOX 100117
ATLANTA,GA30384
58-0603146 501 (C ) (3) 46,455       SUBCONTRACT GRANT AWARD
(24) GLOBAL FOOD & NUTRITION INC1300 L ST NW 920
WASHINGTON,DC20005
52-1931539 501 (C ) (3) 135,126       SUBCONTRACT GRANT AWARD
(25) HAITIAN COALITION268 R POWDERHOUSE BLVD APT 17C
SOMERVILLE,MA02145
04-3324363 501 (C ) (3) 27,420       SUBCONTRACT GRANT AWARD
(26) TRUSTEES OF HAMILTON COLLEGE198 COLLEGE HILL RD
CLINTON,NY13323
15-0532200 501 (C ) (3) 108,001       SUBCONTRACT GRANT AWARD
(27) HARVARD UNIVERSITYPO BOX 415649
BOSTON,MA022415649
04-2103580 501 (C ) (3) 516,202       SUBCONTRACT GRANT AWARD
(28) HEALTH RESOURCES IN ACTION95 BERKELEY ST
BOSTON,MA02116
04-2229839 501 (C ) (3) 10,000       SUBCONTRACT GRANT AWARD
(29) HEBREW REHABILITATION CENTER1200 CENTER ST
BOSTON,MA02131
04-2104298 501 (C ) (3) 7,511       SUBCONTRACT GRANT AWARD
(30) HYPERION BIOTECHNOLOGY INC13302 LANGTRY ST
SAN ANTONIO,TX78248
74-2902390 501 (C ) (3) 94,657       SUBCONTRACT GRANT AWARD
(31) INDIANA UNIVERSITYPO BOX 66057
INDIANAPOLIS,IN462666057
35-6001673 501 (C ) (3) 179,225       SUBCONTRACT GRANT AWARD
(32) INTERCULTURAL CTR RESEARCH IN EDUCATION366 MASSACHUSETTS AVE
ARLINGTON,MA02474
04-3108268 501 (C ) (3) 104,097       SUBCONTRACT GRANT AWARD
(33) JOHNS HOPKINS UNIVERSITY12529 COLLECTIONS CENTER DR
CHICAGO,IL60693
52-0595110 501 (C ) (3) 48,870       SUBCONTRACT GRANT AWARD
(34) LATINO HEALTH INSTITUTE INC95 BERKELEY ST SUITE 600
BOSTON,MA021166230
22-2979908 501 (C ) (3) 8,089       SUBCONTRACT GRANT AWARD
(35) LOS ANGELES BIOMEDICAL RESEARCH INSTITUTEPO BOX 60637 - TERMINAL ANNEX
LOS ANGELES,CA90060
95-2138184 501 (C ) (3) 43,110       SUBCONTRACT GRANT AWARD
(36) MASS GENERAL HOSPITALPO BOX 3829
BOSTON,MA022413829
04-2697983 501 (C ) (3) 189,732       SUBCONTRACT GRANT AWARD
(37) MASS INSTITUTE OF TECHNOLOGY77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
04-2103594 501 (C ) (3) 11,340       SUBCONTRACT GRANT AWARD
(38) MICHIGAN STATE UNIVERSITY301 ADMINISTRATION BLDG
E LANSING,MI488241226
38-6005984 501 (C ) (3) 24,591       SUBCONTRACT GRANT AWARD
(39) THE MIRIAM HOSPITAL593 EDDY ST - RES ADMIN
PROVIDENCE,RI02903
05-0258905 501 (C ) (3) 88,003       SUBCONTRACT GRANT AWARD
(40) MUSEUM OF SCIENCE1 SCIENCE PARK
BOSTON,MA021141099
04-2103916 501 (C ) (3) 13,115       SUBCONTRACT GRANT AWARD
(41) NEAFCS14070 PROTON RD STE 100
DALLAS,TX75244
72-6030156 501 (C ) (3) 25,460       SUBCONTRACT GRANT AWARD
(42) NORTH CAROLINA STATE UNIVERSITYCB 7214
RALEIGH,NC27695
56-6000756 501 (C ) (3) 23,514       SUBCONTRACT GRANT AWARD
(43) NORTHEASTERN UNIVERSITY360 HUNTINGTON AVE
BOSTON,MA02115
04-1679980 501 (C ) (3) 77,986       SUBCONTRACT GRANT AWARD
(44) NUVERA BIOSCIENCES INC400 W CUMMINGS PK STE 5350
WOBURN,MA01801
04-3492701 501 (C ) (3) 135,017       SUBCONTRACT GRANT AWARD
(45) PARLANCE CORP400 W CUMMINGS PK STE 200
WOBURN,MA01801
04-3334185 501 (C ) (3) 17,700       SUBCONTRACT GRANT AWARD
(46) THE PENNSYLVANIA STATE UNIVERSITY227 W BEAVER AVE SUITE 401
STATE COLLEGE,PA168014819
24-6000376 501 (C ) (3) 111,358       SUBCONTRACT GRANT AWARD
(47) PINE MANOR COLLEGE400 HEATH ST
CHESTNUT HILL,MA024672332
04-2321292 501 (C ) (3) 6,529       SUBCONTRACT GRANT AWARD
(48) PURDUE UNIVERSITY23510 NETWORK PL
CHICAGO,IL606731235
35-6002041 501 (C ) (3) 69,144       SUBCONTRACT GRANT AWARD
(49) REGENTS OF UNIV OF COLORADOPO BOX 238
DENVER,CO802910238
84-6000555 501 (C ) (3) 10,149       SUBCONTRACT GRANT AWARD
(50) RELAY TECHNOLOGY MANAGEMENT39 COTTAGE ST STE 1
BOSTON,MA02128
07-9685580 501 (C ) (3) 7,200       SUBCONTRACT GRANT AWARD
(51) RENSSELAER POLYTECHNIC INSTITUTEPO BOX 33375
HARTFORD,CT061503375
14-1340095 501 (C ) (3) 57,202       SUBCONTRACT GRANT AWARD
(52) RESEARCH INST NATIONWIDE CHILDRENS HOSPPO BOX 715245
COLUMBUS,OH432715245
31-6056230 501 (C ) (3) 54,995       SUBCONTRACT GRANT AWARD
(53) SAN JOSE STATE UNIVERSITY210 N FOURTH ST
SAN JOSE,CA95112
94-6017638 501 (C ) (3) 230,484       SUBCONTRACT GRANT AWARD
(54) SAVE THE CHILDREN54 WILTON RD
WESTPORT,CT06880
06-0726487 501 (C ) (3) 136,958       SUBCONTRACT GRANT AWARD
(55) THE SCRIPPS RESEARCH INSTITUTE10550 N TORREY PINES RD
LA JOLLA,CA92037
33-0435954 501 (C ) (3) 89,092       SUBCONTRACT GRANT AWARD
(56) SHARED TECHNOLOGIES FAIRCHILDPO BOX 4869
HOUSTON,TX772104869
52-1192851 501 (C ) (3) 299,547       SUBCONTRACT GRANT AWARD
(57) SOMERVILLE COMMUNITY CORP337 SOMERVILLE AVE2ND FL
SOMERVILLE,MA02143
23-7293380 501 (C ) (3) 43,375       SUBCONTRACT GRANT AWARD
(58) SPAULDING REHABILITATION HOSPITALPO BOX 3903
BOSTON,MA021143903
04-2551124 501 (C ) (3) 54,786       SUBCONTRACT GRANT AWARD
(59) STANFORD UNIVERSITYPO BOX 44253
SAN FRANCISCO,CA941444253
94-1156365 501 (C ) (3) 34,937       SUBCONTRACT GRANT AWARD
(60) THE CHARLES STARK DRAPER LAB INCPO BOX 3484
BOSTON,MA02210
04-2505372 501 (C ) (3) 124,285       SUBCONTRACT GRANT AWARD
(61) TBMS1600 BOSTON-PROVIDENCE HWY
WALPOLE,MA02081
59-3828470 501 (C ) (3) 34,100       SUBCONTRACT GRANT AWARD
(62) TECHNICAL EDUCATION RESEARCH CENTER INC2067 MASSACHUSETTS AVE
CAMBRIDGE,MA02140
04-6134355 501 (C ) (3) 189,387       SUBCONTRACT GRANT AWARD
(63) TEXAS A&M UNIVERSITY1470 WILLIAM D FITCH PKWY
COLLEGE STATION,TX778454645
74-6000531 501 (C ) (3) 43,983       SUBCONTRACT GRANT AWARD
(64) TUFTS MEDICAL CENTER750 WASHINGTON ST
BOSTON,MA02111
04-3400617 501 (C ) (3) 3,185,648       SUBCONTRACT GRANT AWARD
(65) TULANE UNIVERSITY800 E COMMERCE RD SUITE 203
HARAHAN,LA70123
72-0423889 501 (C ) (3) 10,121       SUBCONTRACT GRANT AWARD
(66) UNIV OF CALIFORNIA REGENTSBOX 951432
LOS ANGELES,CA900959000
94-6002123 501 (C ) (3) 36,534       SUBCONTRACT GRANT AWARD
(67) UNIV OF MEDICINE & DENTISTRY OF NEW JERSEYPO BOX 2685
NEW BRUNSWICK,NJ089032685
22-1980408 501 (C ) (3) 126,198       SUBCONTRACT GRANT AWARD
(68) UNIV OF NEW MEXICO1 UNIVERSITY OF NEW MEXICO
ALBUQUERQUE,NM87131
85-6000642 501 (C ) (3) 100,000       SUBCONTRACT GRANT AWARD
(69) UNIV OF NORTH CAROLINA AT CHAPEL HILLPO BOX 402420
ATLANTA,GA303842420
56-6001393 501 (C ) (3) 253,600       SUBCONTRACT GRANT AWARD
(70) UNIVERSITY OF CALIFORNIA SAN DIEGO9500 GILMAN DR
LA JOLLA,CA920930009
95-6006144 501 (C ) (3) 68,941       SUBCONTRACT GRANT AWARD
(71) UNIVERSITY OF HAWAII2530 DOLE ST SAKAMAKI D200
HONOLULU,HI968229081
99-6000354 501 (C ) (3) 14,118       SUBCONTRACT GRANT AWARD
(72) UNIVERSITY OF ILLINOISPO BOX 20787
SPRINGFIELD,IL627080787
37-6000511 501 (C ) (3) 525,863       SUBCONTRACT GRANT AWARD
(73) UNIVERSITY OF IOWAB5 JESSUP HALL
IOWA CITY,IA52242
42-6004813 501 (C ) (3) 5,040       SUBCONTRACT GRANT AWARD
(74) UNIVERSITY OF MARYLANDPO BOX 41428
BALTIMORE,MD212036428
52-6002033 501 (C ) (3) 104,676       SUBCONTRACT GRANT AWARD
(75) UNIVERSITY OF MASSACHUSETTS140 HICKS WAY
AMHERST,MA010039272
04-3167352 501 (C ) (3) 605,528       SUBCONTRACT GRANT AWARD
(76) REGENTS OF THE UNIVERSITY OF MICHIGANBOX 223131
PITTSBURGH,PA152512131
38-6006309 501 (C ) (3) 92,936       SUBCONTRACT GRANT AWARD
(77) UNIVERSITY OF NEBRASKA312 N 14TH ST ALEXANDER WEST BLDG
LINCOLN,NE68508
47-0049123 501 (C ) (3) 17,275       SUBCONTRACT GRANT AWARD
(78) UNIVERSITY OF NEW HAMPSHIRE51 COLLEGE RD
DURHAM,NH038243585
02-6000937 501 (C ) (3) 41,593       SUBCONTRACT GRANT AWARD
(79) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAPO BOX 785541
PHILADELPHIA,PA191785541
23-1352685 501 (C ) (3) 79,018       SUBCONTRACT GRANT AWARD
(80) UNIVERSITY OF PITTSBURGH3109 CATHEDRAL OF LEARNING
PITTSBURGH,PA15260
25-0965591 501 (C ) (3) 47,770       SUBCONTRACT GRANT AWARD
(81) UNIVERSITY OF ROCHESTER910 GENESEE ST SUITE 200
ROCHESTER,NY146113847
16-0743209 501 (C ) (3) 22,717       SUBCONTRACT GRANT AWARD
(82) UNIVERSITY OF TEXASPO BOX 841765
DALLAS,TX752841765
74-1761309 501 (C ) (3) 49,806       SUBCONTRACT GRANT AWARD
(83) UNIVERSITY OF WASHINGTON12455 COLLECTIONS DR
CHICAGO,IL60693
91-6001537 501 (C ) (3) 124,637       SUBCONTRACT GRANT AWARD
(84) US DEPT OF AGRICULTURE600 EAST MERMAID LANE
WYNDMOOR,PA190388598
41-0696271 501 (C ) (3) 12,000       SUBCONTRACT GRANT AWARD
(85) VANDERBILT UNIVERSITYBOX 351591 STATION B
NASHVILLE,TN37235
62-0476822 501 (C ) (3) 7,812       SUBCONTRACT GRANT AWARD
(86) THE WALKER SCHOOL1968 CENTRAL AVE
NEEDHAM,MA02492
04-2171186 501 (C ) (3) 9,993       SUBCONTRACT GRANT AWARD
(87) WASHINGTON UNIVERSITY700 ROSEDALE AVE
ST LOUIS,MO631121408
43-0653611 501 (C ) (3) 55,872       SUBCONTRACT GRANT AWARD
(88) THE WELCOME PROJECT530 MYSTIC AVE 111
SOMERVILLE,MA02145
04-3088140 502 (C ) (3) 25,450       SUBCONTRACT GRANT AWARD
(89) YESHIVA UNIVERSITY1300 MORRIS PARK AVE
BRONX,NY10461
13-1624225 503 (C ) (3) 50,615       SUBCONTRACT GRANT AWARD
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
89
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) SCHOLARSHIPS 6156 98,366,325      
(2) FELLOWSHIPS 398 3,278,846      
(3) STUDENT PRIZES 20 29,421      
(4) STUDENT STIPENDS 8 6,679      
(5) PROJECT ADVANCES 6 98,647      





Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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.
OTHER INFORMATION: PART IV: 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.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) LAWRENCE S BACOW (i)
(ii)
634,781
0
0
0
53,052
0
47,910
0
57,922
0
793,665
0
0
0
(2) JAMSHED BHARUCHA (i)
(ii)
447,931
0
0
0
1,116
0
47,910
0
16,750
0
513,707
0
0
0
(3) PATRICIA LCAMPBELL (i)
(ii)
390,804
0
0
0
2,724
0
47,910
0
8,855
0
450,293
0
0
0
(4) KATHLEEN CRONIN (i)
(ii)
174,993
0
0
0
17,284
0
24,960
0
23,123
0
240,360
0
0
0
(5) MARY R JEKA (i)
(ii)
281,325
0
0
0
11,004
0
38,160
0
7,512
0
338,001
0
0
0
(6) DAVID J KAHLE (i)
(ii)
266,945
0
0
0
274
0
35,934
0
22,714
0
325,867
0
0
0
(7) DARLEEN PATRICIA KARP (i)
(ii)
154,198
0
0
0
1,654
0
18,294
0
8,946
0
183,092
0
0
0
(8) BRIAN K LEE (i)
(ii)
325,093
0
0
0
3,796
0
44,910
0
63,019
0
436,818
0
0
0
(9) THOMAS S MCGURTY (i)
(ii)
305,066
0
0
0
1,362
0
41,235
0
17,580
0
365,243
0
0
0
(10) MICHAEL A BAENEN (i)
(ii)
138,249
0
0
0
157
0
15,144
0
7,102
0
160,652
0
0
0
(11) RICHARD REYNOLDS (i)
(ii)
224,250
0
0
0
0
0
28,298
0
0
0
252,548
0
0
0
(12) LINDA M ABRIOLA (i)
(ii)
271,964
0
0
0
1,151
0
31,410
0
1,341
0
305,866
0
0
0
(13) HARRIS BERMAN (i)
(ii)
364,001
0
0
0
5,061
0
31,410
0
14,530
0
415,002
0
0
0
(14) DEBORAH T KOCHEVAR (i)
(ii)
224,651
0
0
0
502
0
29,354
0
16,660
0
271,167
0
0
0
(15) LONNIE NORRIS (i)
(ii)
319,408
0
0
0
10,252
0
31,410
0
15,441
0
376,511
0
0
0
(16) NAOMI ROSENBERG (i)
(ii)
205,247
0
0
0
18,892
0
29,002
0
15,712
0
268,853
0
0
0
(17) STEPHEN W BOSWORTH (i)
(ii)
265,343
0
0
0
20,128
0
31,410
0
1,361
0
318,242
0
0
0
(18) SALLY DUNGAN (i)
(ii)
316,362
0
170,053
0
16,997
0
31,410
0
22,532
0
557,354
0
0
0
(19) NAUSHIRWAN R MEHTA (i)
(ii)
174,935
0
158,000
0
42,584
0
25,301
0
20,351
0
421,171
0
0
0
(20) RENEE R NADLER (i)
(ii)
228,227
0
90,008
0
16,062
0
31,410
0
16,738
0
382,445
0
0
0
(21) MARIA PAPAGEORGE (i)
(ii)
141,773
0
338,657
0
17,831
0
20,062
0
64,624
0
582,947
0
0
0
(22) JOHN M ROBERTO (i)
(ii)
2,469
0
15,163
0
98,705
0
2,474
0
1,221
0
120,032
0
0
0
(23) ROBERT STERNBERG (i)
(ii)
165,626
0
0
0
48,618
0
23,748
0
9,710
0
247,702
0
0
0
(24) KALPAKAM A SHASTRI (i)
(ii)
50,469
0
133,854
0
333
0
5,231
0
1,863
0
191,750
0
0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A FIRST-CLASS TRAVEL : VARIOUS OFFICERS AND SENIOR STAFF TRAVEL ABROAD PERIODICALLY ON SCHOOL BUSINESS. THE AIRLINE ACCOMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. THIS BENEFIT IS NOT TAXABLE AS THIS IS A BUSINESS EXPENSE. TRAVEL FOR COMPANIONS: 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. THE DEAN OF THE FLETCHER SCHOOL TRAVELS FREQUENTLY WITH HIS SPOUSE AS PART OF THE FOREIGN RELATIONS WORK FOR THE UNIVERSITY. THE SPOUSAL PORTION IS TAXED TO THE EMPLOYEE. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: THE UNIVERSITY MAY INDEMNIFY AND PROVIDE TAX GROSS-UP AMOUNTS TO REIMBURSE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES WHERE ADDITIONAL PERSONAL INCOME TAXES ARE INCURRED FROM AN INCLUSION OF A TAXABLE FRINGE BENEFIT. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF TUFTS UNIVERSITY, THE UNIVERSITY PRESIDENT, LAWRENCE BACOW, IS REQUIRED TO RESIDE ON CAMPUS. THE VALUE OF HOUSING IS NOT INCLUDED IN TAXABLE COMPENSATION. PERSONAL SERVICES (E.G. MAID, CHAUFFEUR, CHEF): 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.
  PART I, LINE 5 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 2010, INCENTIVE PAYMENTS TOTALED $338,657 AND WERE BASED ON NET COLLECTIONS FOR HER PRACTICE. PROFESSOR KALPAKAM A. SHASTRI, 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). AS A MEMBER OF TDA, HE HAS A NON-FIXED PAYMENT INCENTIVE CONTRACT THAT IS PAID ANNUALLY OVER 24 PAY PERIODS. DURING 2010, INCENTIVE PAYMENTS TOTALED $133,854 AND WERE BASED ON NET COLLECTIONS FOR HIS PRACTICE.
  PART I, LINE 6 SALLY DUNGAN, CHIEF INVESTMENT OFFICER PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. A BONUS ACCRUAL AMOUNT OF $170,053 WAS MADE IN FYE 06/30/10 AND LATER PAID IN SEPTEMBER, 2010. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. DR. NAUSHIRWAN R. MEHTA, 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). AS A MEMBER OF TDA, HE MANAGES THE DENTAL CLINIC AND IS ENTITLED TO AN INCENTIVE CONTRACT THAT IS PAID OVER 24 PAY PERIODS. DURING 2010, HE RECEIVED AN INCENTIVE PAYMENT TOTALING $158,000 BASED ON NET EARNINGS FOR HIS PRACTICE. RENEE NADLER, DIRECTOR OF INVESTMENTS PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE UNIVERSITY ENDOWMENT FUND ASSETS. AN INCENTIVE PAYOUT OF $90,008 WAS MADE IN 2010. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK.
SUPPLEMENTAL INFORMATION PART III 990, SCH J, PART II, CLM. D NONTAXABLE BENEFITS NONTAXABLE BENEFIT AMOUNTS INCLUDE THE VALUE OF HOUSING FOR PERSONAL USE FOR PRESIDENT BACOW AND TUITION REMISSION FOR BRIAN K. LEE AND DR. MARIA PAPAGEORGE.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number
04-2103634
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A MHEFA SERIES N
 
04-2456011 57586CV36 03-27-2008 140,600,000 REFUNDED AUG-04; JAN-06   X   X   X
B MHEFA SERIES O
 
04-2456011 57586EBG5 11-13-2008 83,752,144 CONST & EQUIP FACILITY   X   X   X
C MHEFA SERIES M
 
04-2456011 57586EJT9 06-11-2009 66,548,467 REFUNDED MAY-1998   X   X   X
D MDFA SERIES P
 
04-3431814 57583R7L3 02-08-2011 50,532,192 REFUNDED APR-2001   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 1,200,000 6,072,849 1,134,020 10,458
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 140,600,000 83,830,604 66,548,484 50,532,211
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . . 600,000 752,144 536,881 532,192
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 83,099,001 83,099,001    
11 Other spent proceeds . . 139,400,000   66,009,586 50,000,009
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2010 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X     X   X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X          
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X          
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X        
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.350 % 0.800 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.070 % 0.580 %    
6 Total of lines 4 and 5 . . .. . . . . . 0.420 % 1.380 %    
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X          
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X   X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue? X     X   X X  
b Name of provider . DEUTSCHE BANK AND
BANK OF AMERICA
 
 
 
 
MELLON
MELLON
c Term of hedge . . 30.000000000000     25.000000000000
d Was the hedge superintegrated? . X             X
e Was a hedge terminated? .   X           X
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
 
 
 
 
 
 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CHARLES RIVER LABORATORIES
 
KEY-EE IS BD MEMBER 716,286 LAB SERVICES   No
(2) MARIA GOVE TRINGALE CURR.OFFICER SPOUSE 165,233 EMPLOYMENT   No
(3) MORTON B ROSENBERG CURR.KEY EE SPOUSE 174,489 EMPLOYMENT   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 7 992,263 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 187 5,655,345 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
X 1 494,400 FMV
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 1 78,000 FMV
19 Food inventory ... X 2 74,903 FMV
20 Drugs and medical supplies . X 3 76,684 FMV
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MEDICAL EQUIPMENT ) X 2 413,837 FMV
26 Other Right pointing arrow large image ( MUSICAL INSTRUMENTS ) X 1 130,619 FMV
27 Other Right pointing arrow large image ( SYMPOSIUM EVENTS ) X 2 76,830 COST
28 Other Right pointing arrow large image ( DINNER EVENTS ) X 8 16,499 COST
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE UNIVERSITY IS REPORTING THE NUMBER OF NON-CASH FISCAL-YEAR CONTRIBUTIONS BASED ON EACH GIFT RECEIVED.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Identifier Return Reference Explanation
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 ISSUED 11,152 W-2'S FOR THE CALENDAR-YEAR 2010. THIS AMOUNT INCLUDES FULL-TIME STAFF,FACULTY, AS WELL AS STUDENTS WHO MAY WORK PART-TIME AND/OR ON A SHORT-TERM BASIS, ALL OF WHICH WILL RECEIVE A W-2.
FORM 990, PART VI, SECTION A, LINE 2   THOMAS M. ALPERIN DANIEL J. DOHERTY III BUSINESS RELATIONSHIP THOMAS M. ALPERIN BRIAN KAVOOGIAN BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11   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. THE RETURN WAS THEN PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS.
  FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF THE CORPORATE SECRETARY AT TUFTS UNIVERSITY MAINTAINS AN ANNUAL STATEMENT OF COMPLIANCE AND DISCLOSURE FORM WHICH IS USED TO REVEAL CONFLICTS OF INTEREST FOR OFFICERS, KEY EMPLOYEES AND GOVERNING BOARD MEMBERS. THIS DOCUMENT IS SENT OUT AT AFTER YEAR-END. AFTER READING THE CONFLICT OF INTEREST POLICY, EACH MEMBER IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS IN A STATEMENT THAT IS SIGNED AND DATED, ANNUALLY. FURTHER, AS PART OF THE ANNUAL MONITORING PROCESS, FOR ANY SUBSEQUENT CONFLICTS OF INTEREST DISCLOSURES, THE AUDIT COMMITTEE, THROUGH THE SECRETARY OF THE BOARD, IS NOTIFIED AND THE INDIVIDUAL BOARD MEMBER CONFIRMS THAT THEY WILL NOT PARTICIPATE IN ANY DECISION RELATING TO THE SPECIFIC DISCLOSED CONFLICT TRANSACTION.
  FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVES IS DONE SO 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, ALSO SERVING AS THE CHAIR, ALONG WITH FOUR OTHER MEMBERS, EACH SERVING A TERM OF 3 YEARS. THESE INDIVIDUALS ARE CHOSEN FOR THEIR PARTICULAR EXPERTISE WITH COMPENSATION ISSUES. THE COMMITTEE MEETS AT THE END OF EACH FISCAL YEAR 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 COMPARABLE LOCAL MARKET DATA AS WELL AS 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 IN THE MINUTES. REGARDING THE COLLEGE PRESIDENT, AFTER HAVING COLLECTED FEEDBACK FROM TRUSTEES IN THE APRIL-MAY, 2011 TIMEFRAME, THE CHAIRMAN OF THE COMPENSATION COMMITTEE CONDUCTED AN ANNUAL PERFORMANCE REVIEW IN JUNE, 2011. 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.
  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.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED GAINS ON INVESTMENTS 167,213,636. CHANGE IN SPLIT INTEREST AGREEMENTS 2,193,868. NET INCOME FROM CONSOLIDATED ENTITIES -4,551,120. CUMULATIVE EFFECT OF ACCOUNTING CHANGE 781,000. CHANGE IN FAIR VALUE OF INTEREST RATE AGREEMENTS 11,725,685. INVESTMENT IN TUFTS SHARED SERVICES,INC F/K/A T-NEMC,A RELATED ORGANIZATION 562,385. TOTAL TO FORM 990, PART XI, LINE 5: 177,925,454.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TRUSTEES OF TUFTS COLLEGE
 
Employer identification number

04-2103634
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity









(1) TUDC LLC
169 HOLLAND STREET
SOMERVILLE,MA02144
04-3056113
REAL ESTATE DEVELOPMENT MA 0 0 N/A
(2) TUFTS MEDIA LLC
169 HOLLAND STREET
SOMERVILLE,MA02144
04-2103634
CONSUMER PUBLISHING & MEDIA DE 4,711,206 3,856,542 N/A
(3) AZULUNA BRANDS LLC
169 HOLLAND STREET
SOMERVILLE,MA02144
04-2103634
AGRICULTURE MA 99,450 0 N/A






Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) THE OMIDYAR-TUFTS MICROFINANCE FUND

169 HOLLAND STREET

SOMERVILLE,MA02144
04-3828582
RELIEF OF POOR & EDUCATION GRANTS MA 501(C)(3) 11A - TYPE I N/A
Yes
 
(2) WALNUT HILL PROPERTIES CORP

PO BOX 53 TRUSTEES OF TUFTS COLLEGE

MEDFORD,MA02153
04-3419100
REAL ESTATE MANAGEMENT MA 501(C)(3) 11A - TYPE I N/A
Yes
 
(3) TUFTS SHARED SERVICES INC

171 HARRISON AVE PO BOX 634

BOSTON,MA02111
23-7000827
COORDINATE HEALTH & EDUCATIONAL SVC'S. MA 501(C)(3) 11C - TYPE III N/A
Yes
 
(4) TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC

200 WESTBOROUGH ROAD

NORTH GRAFTON,MA02158
04-3430674
VETERINARY EMERGENCY TREATMENT & CARE MA 501(C)(3) 9 N/A
Yes
 
(5) TUFTS HEALTH CARE INSTITUTE

136 HARRISON AVENUE

BOSTON,MA02111
04-3289926
DEVELOPS ACCREDITED EDUCATIONAL ACTIVITIES & WORKSHOPS FOR HEALTH CARE PROFE MA 501(C)(3) 11A - TYPE I N/A
Yes
 
(6) TUFTS UNIVERSITY POST-RETIREMENT PLAN

169 HOLLAND STREET

SOMERVILLE,MA02144
04-3236078
VEBA MA 501(C)(9)   N/A
Yes
 
(7) TUFTS UNIVERSITY BASIC RETIREMENT PLAN

169 HOLLAND STREET

SOMERVILLE,MA02144
04-3031124
RETIREMENT TRUST MA 401(A)   N/A
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership


(1) JM HOLDINGS INC
169 HOLLAND STREET
SOMERVILLE,MA02144
04-3184043
REAL ESTATE DEVELOPMENT MA N/A
C   35,375 100.000 %
(2) PERPETUAL TRUSTS - 6
 
 
SUPPORT MA N/A
T      
(3) CHARITABLE REMAINDER UNITRUSTS - 30
 
 
SUPPORT MA N/A
T      








Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) WALNUT HILL PROPERTIES CORP

A 265,047 FAIR MARKET VALUE
(2) WALNUT HILL PROPERTIES CORP

D 12,706,179 FAIR MARKET VALUE
(3) WALNUT HILL PROPERTIES CORP

J 706,697 FAIR MARKET VALUE
(4) WALNUT HILL PROPERTIES CORP

K 159,079 FAIR MARKET VALUE
(5) TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES

A 129,784 FAIR MARKET VALUE
(6) TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES

D 2,022,511 FAIR MARKET VALUE
(7) TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES

R 257,200 FAIR MARKET VALUE
(8) OMIDYAR-TUFTS MICROFINANCE FUND

C 4,636,895 FAIR MARKET VALUE
(9) OMIDYAR-TUFTS MICROFINANCE FUND

P 600,000 FAIR MARKET VALUE
(10) TUFTS SHARED SERVICES INC

L 5,332,000 FAIR MARKET VALUE
(11) TUFTS UNIVERSITY POST RETIREMENT PLAN

O 235,000 FAIR MARKET VALUE
(12) TUFTS HEALTH CARE INSTITUTE

L 150,000 FAIR MARKET VALUE
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
  SCHEDULE R, PART IV, COLUMN (A) THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN CALIFORNIA, CONNECTICUT, FLORIDA, INDIANA, AND MASSACHUSETTS.
Additional Data


Software ID:  
Software Version:  






TY 2010 AffiliatedGroupSchedule
Name:
TRUSTEES OF TUFTS COLLEGE
EIN: 04-2103634
Affiliated Group Business Name:
TUFTS SHARED SERVICES INC
 
Address. Either US or Foreign Type:
171 HARRISON AVENUE
BOSTON, MA02111    
EIN:
23-7000827
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
24,174,775
Total Exempt Purpose Expenditures:
24,174,775
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE OMIDYAR-TUFTS MICROFINANCE FUND
 
Address. Either US or Foreign Type:
169 HOLLAND STREET ATTN TAX DEPT
SOMERVILLE, MA02144    
EIN:
04-3828582
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
660,840
Total Exempt Purpose Expenditures:
660,840
Lobbying Nontaxable Amount:
124,126
Grassroots Nontaxable Amount:
31,032
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TUFTS VETERINARY EMERGENCY TREATMENT SPECIALTIES INC
 
Address. Either US or Foreign Type:
200 WESTBORO ROAD
NORTH GRAFTON, MA01536    
EIN:
04-3430674
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
6,224,592
Total Exempt Purpose Expenditures:
6,224,592
Lobbying Nontaxable Amount:
461,230
Grassroots Nontaxable Amount:
115,308
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
WALNUT HILL PROPERTIES CORP
 
Address. Either US or Foreign Type:
PO BOX 53 TUFTS UNIVERSITY
BRANCH
MEDFORD, MA02155    
EIN:
04-3419100
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
3,202,571
Total Exempt Purpose Expenditures:
3,202,571
Lobbying Nontaxable Amount:
310,129
Grassroots Nontaxable Amount:
77,532
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TUFTS HEALTH CARE INSTITUTE
 
Address. Either US or Foreign Type:
136 HARRISON AVENUE
BOSTON, MA02111    
EIN:
04-3289926
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,378,265
Total Exempt Purpose Expenditures:
1,378,265
Lobbying Nontaxable Amount:
212,827
Grassroots Nontaxable Amount:
53,207
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
TRUSTEES OF TUFTS COLLEGE
 
Address. Either US or Foreign Type:
169 HOLLAND STREET ATTN TAX DEPT
SOMERVILLE, MA02144    
EIN:
04-2103634
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
328,735
Total Lobbying Expenditures:
328,735
Other Exempt Purpose Expenditures:
749,074,693
Total Exempt Purpose Expenditures:
749,403,428
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0