Instrumentl eFile Render
Object ID: 202231329349304908 - Rendered 2024-05-04
TIN: 04-2103634
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
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 (if applicable) 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
,
MA
02144
04-3056113
REAL ESTATE DEVELOPMENT
MA
0
0
TRUSTEES OF TUFTS COLLEGE
(2)
TUFTS MEDIA LLC
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
04-2103634
CONSUMER PUBLISHING & MEDIA
DE
3,171,707
2,469,999
TRUSTEES OF TUFTS COLLEGE
(3)
AZULUNA BRANDS LLC
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
04-2103634
AGRICULTURE
MA
0
0
TRUSTEES OF TUFTS COLLEGE
(4)
TUFTS HEALTH AND WELLNESS SERVICES LLC
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
80-0754011
HEALTH AND WELLNESS SERVICES
MA
0
0
TRUSTEES OF TUFTS COLLEGE
(5)
TAS Operations LLC
149 New Sweden Road
Woodstock
,
CT
06281
04-2103634
Veterinary Services
CT
2,111,332
0
Trustees of Tufts College
(6)
Violet Road Holdings LLC
14 Capen Street
Medford
,
MA
02155
Agriculture
KY
0
0
TRUSTEES OF TUFTS COLLEGE
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 entity?
Yes
No
(1)
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
04-3828582
INVESTMENT IN POSITIVE SOCIETAL CHANGE
MA
501(c)(3)
Type I
TRUSTEES OF TUFTS COLLEGE
Yes
(2)
WALNUT HILL PROPERTIES CORP
14 Capen Street
MEDFORD
,
MA
02155
04-3419100
REAL ESTATE MANAGEMENT
MA
501(c)(3)
Type I
TRUSTEES OF TUFTS COLLEGE
Yes
(3)
TUFTS SHARED SERVICES INC
171 HARRISON AVE PO BOX 634
BOSTON
,
MA
02111
23-7000827
COORDINATE HEALTH & EDUCATIONAL SERVICES
MA
501(c)(3)
Type I
TRUSTEES OF TUFTS COLLEGE
Yes
(4)
TUFTS VETERINARY EMERGENCY TREATMENT & SPECIALTIES INC
200 WESTBOROUGH ROAD
NORTH GRAFTON
,
MA
02158
04-3430674
VETERINARY EMERGENCY TREATMENT & CARE
MA
501(c)(3)
10
TRUSTEES OF TUFTS COLLEGE
Yes
(5)
TUFTS UNIVERSITY POST-RETIREMENT PLAN
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
04-3236078
VEBA
MA
501(c)(9)
TRUSTEES OF TUFTS COLLEGE
Yes
(6)
TUFTS GLOBAL INC
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
47-4543971
FOREIGN OPERATIONS SUPPORT ORGANIZATION
MA
501(c)(3)
Type I
TRUSTEES OF TUFTS COLLEGE
Yes
(7)
CIVIC EDUCATION FOUNDATION
169 HOLLAND ST ATTN TAX DEPT
SOMERVILLE
,
MA
02144
04-6111643
RAISE CIVIC AWARENESS
MA
501(c)(3)
10
Trustees of Tufts College
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
JM HOLDINGS INC
169 HOLLAND STREET
SOMERVILLE
,
MA
02144
04-3184043
REAL ESTATE DEVELOPMENT
MA
TRUSTEES OF TUFTS COLLEGE
C Corporation
34,791
100 %
Yes
(2)
PERPETUAL TRUSTS - (8)
SUPPORT
MA
TRUSTEES OF TUFTS COLLEGE
Trust
No
(3)
CHARITABLE REMAINDER UNITRUSTS - (25)
SUPPORT
MA
TRUSTEES OF TUFTS COLLEGE
Trust
No
(4)
CHARITABLE LEAD TRUSTS - (3)
SUPPORT
MA
TRUSTEES OF TUFTS COLLEGE
Trust
No
(5)
TUFTS UNIVERSITY CHARITABLE TRUST
169 HOLLAND ST ATTN TAX DEPT
SOMERVILLE
,
MA
02144
51-6581922
SUPPORT
HK
TRUSTEES OF TUFTS COLLEGE
Trust
45,976
278,634
100 %
Yes
(6)
BRAINGATE INC
169 Holland Street
Somerville
,
MA
02144
47-5489178
Patent Holdings
MA
TRUSTEES OF TUFTS COLLEGE
C Corporation
32,247
102,637
100 %
Yes
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
Yes
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
WALNUT HILL PROPERTIES CORP
D
11,788,151
FAIR MARKET VALUE
(2)
WALNUT HILL PROPERTIES CORP
K
1,214,240
FAIR MARKET VALUE
(3)
WALNUT HILL PROPERTIES CORP
L
244,124
FAIR MARKET VALUE
(4)
WALNUT HILL PROPERTIES CORP
P
125,443
FAIR MARKET VALUE
(5)
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
C
443,557
FAIR MARKET VALUE
(6)
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
L
691,519
FAIR MARKET VALUE
(7)
TUFTS VETERINARY TREATMENT & SPECIALTIES INC
Q
913,400
FAIR MARKET VALUE
(8)
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
C
14,839,000
FAIR MARKET VALUE
(9)
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
L
777,000
FAIR MARKET VALUE
(10)
OMIDYAR-TUFTS ACTIVE CITIZENSHIP TRUST
Q
757,000
FAIR MARKET VALUE
(11)
TUFTS SHARED SERVICES
M
6,261,000
FAIR MARKET VALUE
(12)
TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST
L
488,600
FAIR MARKET VALUE
(13)
TUFTS GLOBAL INC
M
1,043,979
FAIR MARKET VALUE
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(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
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R, Part IV, Column (a) TRUSTS
THE PERPETUAL AND CHARITABLE REMAINDER TRUSTS AND CHARITABLE LEAD TRUSTS ARE DOMICILED IN FLORIDA AND MASSACHUSETTS.
Schedule R (Form 990) 2020
Additional Data
Software ID:
20011424
Software Version:
2020v4.0